In every project, there will be project sponsor, Business/functional Consultant,

Developer, Project manager, End-user.

Approach decisions as "fit-to-standard" with gap-fit analysis instead of pure

discovery and ground-up business process design

Things to start off with during the project –

1) Discuss the project goals, deliverable, and timelines.

Best Practices for Configuration

Throughout this course, you'll learn how to configure important
aspects of the SAP SuccessFactors solution. Here are some best
practices to help you be successful:

 Start with pre-configuration in the customer’s staging

environment to accelerate customer understanding of the tool
 Approach decisions as "fit-to-standard" with gap-fit analysis
instead of pure discovery and ground-up business process
design
 Change only what must be changed in order to bridge
perceived gaps
 Leverage iterations which include gap-fit (evaluation), design,
documentation, configuration, testing and validation
 Coordinate gap-fit solution design, configuration and testing
across workstreams to identify potential integration impacts
within the suite
 Create, maintain and share effective project- and
configuration-related documentation
 Provide the customer with system administrator training as
early in the project as possible and assign the customer the
system administrator-level configuration responsibilities to
accelerate knowledge transfer
 Prepare and distribute highly detailed cutover to production
documentation that is customer-specific, assigning customers
the responsibility for system administrator-level tasks
(resource dependent – consultant may act as staff
augmentation during cutover)
 Save and share all project and configuration documentation
on the customer’s Jam site before the project is closed so that
Customer Support will be able to access those documents
 after go live (This is relevant only for SAP Internal
Consultants).

Now that you know the basics of how your project will run, we will
dive into the technical aspects of implementing SAP
SuccessFactors.

Edit company setting and adding new Admin account in provisioning.

Click on the company name -> Select the option you want to add and tick the box next to it to edit
company setting. To add new admin account, scroll down and select the admin tab and enter the
admin userid, password and click save.
This is how the user admin page looks like.
RBP (Role based Permissions) - can grant access to view permission or to write permission.
Manage User Permission Role
After granting access. Log out of the Successfactor screen and log in again.
Manage employee import –
There are 2 ways to manage employee import files
1) This permission does not necessarily come from RBP. There is a tool called
Manage Employee Import available from the Action Search. We simply need to find
the user, define the target population, and select Save Definition For Selected Users.

2) If the customer wants to manage this permission from RBP, we simply need to
activate the switch Enable Control on Employee Import in Role-Based Permissions
available from the Action Search > Platform Feature Settings.

Configuring employee files

Configuring SAP Successfactor with XML (eXtensible Markup Language) files

- Export the data model file in the succession model found under the Provisioning and save as.
- Add in the custom filter elements
- Import the file.

People Profile

- Go to admin center and enter people profile.

People Profile configuration tool

You can manage the content and layout of the People Profile using
the Configure People Profile admin tool.

With it, you can add and configure the sections, subsections, and
blocks you want to include on the People Profile and adjust the way
these are laid out on the page. You can also configure the
information that appears in the profile header, set the data source
and date range for ratings data, and add localized translations of
custom labels.

To access the configuration tool, you can use search or go

to Admin Center → Employee Files → Configure People Profile.
Granting Permission to Configure People Profile
To use the Configure People Profile admin tool, you must be
granted the Manage Employee Files permission. To grant this
permission, complete the following steps:

1. Go to Admin Tools → Manage Permission Rolesand select

the role to which you want to grant these permissions
2. Select the Manage System Properties tab, in the Administrator
Permissions section.

3. Select the Manage Employee Files permission.

4. Choose Done to save the changes.

---------------------------------------------------------------------------
Task 1: Create a new picklist
Steps
1. Use the Action Search to navigate to Picklist Center.

2. Select the + icon to create a new picklist.

3. Fill in the data from this table.

Code region

Name Region

Status Active

Effective Start
Jan 1, 1900
Date

Display Order Alphabetical

Parent Picklist No Selection

Legacy Picklist ID Leave blank

4. Choose Save.

5. Each time, choose the + icon to add a picklist value and add
the following regions:

 Africa (external code: AF)

 Asia (external code: AS)

 Europe (external code: EU)

  Middle East (external code: ME)

 North America (external code: NA)

 South America (external code: SA)

*If the field is not found in your predefined admin centered, go to provisioning to add in your custom
code*

Admin center ->

1) Manage Data -> Position -> Account Manager -> Make correction
2) Configure Object Definition -> select Object definition -> Position -> Go to the attribute
(home office policy -> change the data type field to Picklist -> select the valid value sources)
3) Picklist Center -> Create new Picklist -> Add new value