Professional Documents
Culture Documents
SF 1808 Release Overview BizX
SF 1808 Release Overview BizX
SF 1808 Release Overview BizX
Highlights
Q3 2018 Highlights Overview
This presentation is meant to provide an overview of the key release updates as determined by Exaserv and its
employees. This is not an exhaustive review that is specific to any one customer or implementation. The
expectation is that this will help facilitate the client review process to determine what features should be
considered. This document will be done by the following segments:
• Platform
• Employee Central
• Recruiting
• Onboarding
• Compensation
• Performance and Goals
• Learning
• Succession
• JAM
• Reporting
User Experience
User Experience
User Experience
• Add an email type in the 'navigation' tab in Home Page Custom Tile
New Home Page Custom tile URL navigation now supports mailto: link type.
The 'email' type selection has been added in the custom tile navigation.
• Extension Center
• For Data protection and privacy relevant objects with existing data, validation has been introduced that prevents data
subject changes for a given instance of the object instance. Changing the data subject (e.g. for different time slices) can
impact Data protection and privacy compliance processes such as Change Logging, Audit Data Collection for GDPR.
• Change Management for Legally Sensitive Personal Data (LSPD) object configuration related to attachments. When
LSPD configuration is introduced to an object with existing data, any existing attachments are now updated with the owner
type and owner identifier of the data subject. This feature ensures that attachment data has the relevant data subject user
assigned and is important from the perspective of Data protection and privacy compliance.
• Rule parameter manual deletion versus data purge. Deleting rule parameters now adds additional context information
to distinguish between normal deletion of the rule parameter and data purge.
Business Rules
• Add to collection
When an assignment of multiple instances of the same type is required, it is now possible to add these instances in one
single statement or “collection” when we define a business rule.
This enhancement is available for all MDF objects. With this enhancement it is possible to assign any number of instances
instead of repeating several SET statements when defining a business rule. This is an improvement for user handling, rule
structure clarity as well as performance.
Integration Center
Instance Sync
Instance Sync
Instance sync allows sync of data models which is not reversible and data models are critical. Downloading target XML
could act as a backup in case we want to reverse the sync
• List of Permissions
To help customers search for specific permission by module or component, single consolidated list of all the permissions in
RBP with descriptions can be reported in this release. Currently, includes permissions for Talent and Employee Central. It
will be enhanced in subsequent releases.
Check Tool
• Integration Center
A new check has been added to identify issues with Secure FTP (SFTP). This check identifies if Integration Center is
whitelisted for the SFTP Server and has read and/or write access to the SFTP folder. If an issue is identified when the
check is run, the proposed solution recommends a corrective action. This check is executed for scheduled integrations where
the source or destination is SFTP, and for Intelligent Services based integrations where the destination is SFTP.
Check Tool
• Extension Center
MDF Extension Center has been added as application selection option in the Check Tool.
Four new checks supporting extension objects include:
• Core MDF objects that are delivered by default should be marked as unsecured. If they are marked as secured then
functionality may not work as expected. This check identifies the impacted objects and recommends marking them as
unsecured.
• Custom associations should not be defined for core MDF objects. This check identifies if custom associations have been
added to these objects and recommends removing them.
• Check to validate if an MDF object has fields that are dependent on each other and one or other of those fields are
invalid. The check identifies the invalid field criteria and recommends removing them.
• Check to validate if there are missing rules associated with an MDF object. Examples might be field level or on-change
rules. This check identifies the missing rules and recommends removing them.
This Self service admin capability allowing customers to correct configuration issues before they have an impact.
Check Tool
• Upgrade Center
Upgrade Center is added as Application selection option in Check Tool. It verifies if the properties value:
• in the current (Succession) Data Model are consistent with those in the official Data Model.
• in the current (Corporate) Data Model are consistent with those in the official Data Model.
• Allow Upload of User List for Partial DRTM Application Data Purge
For Data protection and privacy, when we are setting up a partial DRTM purge of a specific kind of application data in
DRM tool, we can now specify multiple users by User ID (can upload a list of users in a CSV file). Before, we could only
specify individual users by User ID. This option is not yet available for the DRTM full purge.
• Use Employment End Date and Country in Employee Central for Data Purge
For users managed in Employee Central, the data purge function for Data protection and privacy is now based directly on
the termination date (end-date of the employment) and country records in Employee Central. We no longer need to sync
this record with the SuccessFactors platform for the purpose of data purge. For country, data purge now uses the country
of the Legal Entity. Previously, it used the country of the Corporate Address. For users who are imported from another
HRIS and not present in Employee Central, there is no change.
Document Generation
Workflow
• Improvement of EC Alerts
• To-Do Take Action Tile shows incorrect number of alerts when action is removed: When Action was cancelled/removed, the
associated alerts were not cancelled. However, those alerts were still included in the alert counts on To-Do Take Action. The
redesign is done to have error message for the cancelled/removed alerts.
• Exclude alert for the terminated subject user: The rule is setup to send an alert in the future for subject user (for example, 5
days before end of contract). If subject user is terminated before alert date, the alert is still created.
• With Enhancement: During scanning the record and evaluation with alert rule, the records for the terminated subject user. (for
current terminated user) are excluded and didn’t get an entry in the alert table.
• When alerts reach the trigger date and are triggered, exclude record for the subject user who was terminated after entry
got to alert table. Alert is not created and email is not sent; status of alert is changed to compete.
Time Management
Recruiting Management
• Job Postings
Multi-Location Job Posting is now available from RCM. Previously this could only be done using RMK.
In CSB, the Picklist supports multiple-location search. This applies to the City, State, Country, Zip.
The Job Alerts Picklist supports multiple locations.
• Career Portals
CAPTCHA feature now works when Candidate Account Simplification (CAS) is enabled.
CAPTCHA is available by default.
Enabling this feature will decrease the security threat imposed in previous versions.
Recruiting Management
Recruiting Management
Recruiting Management
• Candidate Profile
LinkedIn - LI 1.0 will be completely deprecated in the B1811 release. Users must migrate to LI 2.0 in order to continue using it.
The 2.0 integration is being added for RCM and RMK combined.
• Job Applications
New third-party assessment vendors were added: RIVS, ASSESSMENT_SYSTEMS, TALENTCUBE, TAG, SPEEXX, and WORLD-
CHECKONE
• API
Recruiting Permissions are now incorporated into Job Requisition and related OData API.
Recruiting Management
• Adhoc Reporting
Talent Pool and E-mail Campaign information is now reportable.
• New Talent Pool Tables
• Talent Pool
• Talent Pool Extensions
• Talent Pool Members
• Talent Pool Shared with Group
• Talent Pool Shared with Members
• New Campaign Reporting Tables
• Email Campaign
• Email Campaign Content
• Email Campaign Pool
• Email Campaign Pool Extension
• Email Campaign Recipient
• Email Campaign Recipient Activity
Recruiting Marketing
Recruiting Marketing
• Candidate Management
• When candidates update their unsubscribe preferences in either Recruiting Marketing or Recruiting Management, the
update is reflected in both.
• A text field was added to the CRM form so that administrators could create text at the top of the form.
• Additional Candidate Profile Fields can be added to Data Capture Forms.
• MDF
• Method to setup an email and save it in an MDF format that CRM can access to use and send.
• Brands have been added to an MDF object with BizX, giving CRM users new branding capabilities.
Recruiting Posting
• Visual enhancements to Job Board Market Place. Sufficient filters and search capabilities will aide Admins in finding their job
boards easily.
• Map RP to RCM fields moved from Command Center to Admin Center.
• Revamp of Job Posting form to add visual enhancements so errors can be easily detected.
• Now it is possible to map several Recruiting Management fields to one Recruiting Posting field. You can also prioritize RCM
fields.
• Improvement to Posting Profile and User Management - Inactive Posting Profiles or Users can be viewed so that they can be
purged/reactivated
• Ability to move the Posting Profiles or Users that are not linked to contracts or configurations.
• Visual enhancements to Job Board Market Place. Sufficient filters and search capabilities will aide Admins in
finding their job boards easily.
• Map RP to RCM fields moved from Command Center to Admin Center.
• Revamp of Job Posting form to add visual enhancements so errors can be easily detected.
• Now it is possible to map several Recruiting Management fields to one Recruiting Posting field. You can also
prioritize RCM fields.
• Improvement to Posting Profile and User Management - Inactive Posting Profiles or Users can be viewed so that
they can be purged/reactivated
• Ability to move the Posting Profiles or Users that are not linked to contracts or configurations.
• Allow Upload of User List for Partial DRTM Onboarding Data Purge
For Data protection and privacy, when you are setting up a partial DRTM purge of Onboarding data in the data retention
management tool, you can now specify multiple users by HR Data ID. Now you can upload a list of multiple users in a CSV file.
Compliance
• US Maine W-4ME state withholding- Line letters on the personal allowance worksheet
• US Missouri MO W-4 state withholding - Values for filing statuses updated in the instructions. Instruction text: “the total of your
personal exemption plus“ changed to “If your income is less than your standard deduction”
• US Kentucky K-4 state withholding - Complete overhaul of the panel.
• US Remove Kentucky K-4M form and panel - Removing form and any panels associated with K4M
• US Georgia GA_G4 state withholding - Calculation on worksheet updated values for Single/Head of Household and Each
Spouse.
• US Washington DC D-4 state withholding - Calculation updates on Additional Withholding Allowances worksheet. Text updates in
the instructions
• Oklahoma W-4 state withholding- New panel & form added
• Updates to the Australian compliance panels – Jervis Bay is removed from the territory list. Title field on the Review panel is no
longer all caps. The state now shows as a state letter code. The date format on the form is now consistent however, because of
the formatting issue with Docusign the date will appear underneath the date field boxes on the form but in the correct format.
Compliance
• Canada British Columbia TD1- Section 8 & 9 were combined. Older section 9 removed. Higher section numbers are adjusted
accordingly including the line update in section 11. Field labels adjusted. Field names remains
• Canada Quebec TP-1015.3-V- Age on panel, line 9 changed from 62 to 61. Links to worksheets updated to new version
• Canada Nova Scotia TD1ns - Text and value updates in sections 6 & 7
• Liberians has been added to list for Temporary Protected Status (TPS) countries in the US I-9 panel
• Remove verify social security number verification panel from the Orientation step
• Update voluntary self id of disability form- Updated to the version that expires in 2020
• Update to three countries on the Onboarding country list - Taiwan – Code change (TW), was Province of China. Hong Kong –
Name change (Hong Kong Special Administrative Region of China ), was Hong Kong. Macao – Name change (Macao Special
Administrative Region of China ), was Macao
• Yugoslavia has been removed from the Country list in Onboarding.
• Rich Text Editor in Panel Designer not loading/working – Issue is fixed
• Standardized country & state lists not working on custom panels for 12 states - Issue is fixed
• Timestamp error on NY LS_57 WTPA form. Employee Pay Type was not calculating correctly. – Issue is fixed
• DocuSign/ClickToSign on the Signature page did not load correctly- Custom processes will now load signature as configured
• Option to skip print package for managers not working - Managers must sign print package. Wil work as configured.
• Importing new hire records did not create OnboardingCandidateInfo (OCI) objects for internal hires - For new hires that had an
existing ONB and “Signed” will not be utilized or copied going forward
Enhancements
• Furnish equipment Intelligent Services Event and OData API - Extend onboarding workflow by integrating with external
procurement and/or provisioning systems
• Onboarding Start Intelligent Services Event - Extend onboarding workflow to external systems
• Data Privacy and Security - Provide tools for customers to be compliant with any data privacy and security regulations. Change
Logging for Personal Data, Read logging for Sensitive Personal Data, Data Purge, Consent, Information Reporting
Goal Management
Previously, if you enabled the read audit data protection and privacy feature, one of the fields hidden in your Goal
Management ad hoc reports was gender. Now, gender is no longer a standard sensitive personal data field, therefore it will be
listed among the fields available when running an ad hoc report. This is a universal update.
Performance Management
• Check Tool
A new check for rating option has been added to the Check Tool for Performance Management. It determines discrepancies
between the permissions for a rating option you have configured and your expected permissions. The Check Tool will provide
possible solutions for the cases where there is already a suggested best practice. This is an Admin Opt-in option.
• Feedback requests
Previously, using the application you could not track the feedback requests sent by you. You would get notified only when you
received a response on your feedback requests. However, you can now view all the feedback requests that you have sent,
directly in the Continuous Performance module in the Feedback view. This is a universal update.
• Achievement Feedback
With the Q1 2018 release, the achievement feedback columns in the "Activity and Achievement" entity had been termed as
deprecated in the Continuous Performance Management ad hoc reports, and we recommended that you replace the deprecated
columns with similar columns from the Feedback entity. With the Q3 2018 release, the deprecated columns from the "Activity and
Achievement" entity have been removed from the application. This is a universal update.
• Proxy Assignment
You can now manage proxy assignments for Continuous Performance Management using the "Admin Center > Proxy
Management" tool. You can define proxy users and grant them access to Continuous Performance Management, or you can
exclude the existing proxy users from accessing Continuous Performance Management. This is a universal update.
360° Feedback
• Check Tool
A new check has been added to the Check Tool for 360 Reviews. Run this check to identify route maps that have the
“Collaboration” step. As 360 Reviews do not support the "Collaboration" step, you will need to either remove the
"Collaboration" step in your 360 route map, or disassociate your 360 templates with route maps that have "Collaboration" steps
in Form Template Settings. This is a universal update.
Mobile
• Notification
In the SAP SuccessFactors Mobile app, for iOS and Android, a new push notification has been added to inform users when a
Comment is added to their own (or their Direct Report’s) Goal Plan. This push notification is enabled by default, but the user can
disable it from the push notification settings page. This is a universal update.
• Learning Mobile Minor Enhancements - May, June, and July 2018 - Learning – iOS
• When a learning user deletes downloaded content, the progress made prior to deletion will be saved
• Course Pass & Fail Settings will now be supported for Downloaded Course Content (Offline & Online).
• Learning surveys in the My Assignments list will include the course name in their title
• Learning users who have an expired Learning system pin will not be able to access Learning and will be informed to visit
the Learning module on the desktop application to reset their pin
• Minor Enhancements
• Data Import, References Record Type now supports contact fields for a facility
• SAP SF Learning now reports the secondary (provisioner) ID in user information change audit reports in Learning and SF
platform
• Venezuela adopted a new currency effective June 4, 2018 and is now available in Learning
• Calibration
• It is now possible to know what Ratings are being pulled into the Calibration Sessions at the time of activation when the data
source is Employee Profile(EP).
• Fiori icons available
• It is now possible to see both the percentage of subjects as well as the number of subjects in the Dashboard and the
Executive Review Charts. (previously, only percentage was visible)
User
User
User
User
User
Admin
Mobile
• Mirror permission
• Ability to change mirroring permission.
• Decide who can mirror:
• (1) everyone in the group
• (2) group admins + content owner + specific group members can mirror.
The information in this presentation is confidential and proprietary to Exaserv or an Exaserv affiliate company. No part of this publication may be reproduced or transmitted in any form or for
any purpose without the express permission of Exaserv or an Exaserv affiliate company. This presentation is not subject to any agreement with Exaserv and may not be incorporated into a
contract. This document or any related presentation is for informational purposes and does not contain any commitment, promise or legal obligation to pursue anything, or to develop or release
any material, code or functionality mentioned therein. This document, or any related presentation about Exaserv’s strategy and possible future developments, products and platforms directions
and functionality, are all subject to change and may be changed by Exaserv at any time for any reason without notice. This document is provided without a warranty of any kind, including but
not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement.
All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue
reliance on these forward-looking statements and they should not be relied upon in making purchasing decisions.