Day 1 (Unit 1)

Introduction
Alex White
INTERNAL
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© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 2

Agenda
1. Unit 1
2. Exercise Tips
3. Final Questions

EC Master Implementation Guide
Manual for Key concepts of EC

implementing ‘core’ Master with in a
Employee Central, format to enhance
basis for most of learning (order,
THR81 content exercises)
SAP Help Portal: (http://help.sap.com/hr_ec).

Recommended Implementation Sequence (1808)
Step 1: Setting up a new account in Provisioning Step 8: Importing the Picklists

Step 2: Creating the Super Admin Step 9: Creating Foundation Object Records
Step 3: Defining the Corporate Data Model Step 10: Configuring Propagation Rules
Step 4: Defining the Country Specific Corporate Step 11: Creating Event-Reason Derivation Rules
Data Model
Step 12: Creating Workflow Derivation Rules
Step 5: Setting up MDF Foundation Objects
Step 13: Managing Role-Based Permissions
Step 6: Configuring the Succession Data Model
Step 14: Importing Employee Data
Step 7: Configuring the Country-Specific
Step 15: HRIS Sync
Succession Data Models

Course Overview
 Units 1-6 ‘Core’ EC Functionality
 Unit 7 – EC Custom extensibility via

MDF
 Unit 8- Key EC Optional Features

 Position Management
 Contingent Workforce UI

EC Associate Certification
Recommended Courses:
✓ THR80
✓ THR99
✓ THR81
Source of Exam Questions:
✓ THR80 (to understand required concepts for

THR81, such as RBP)
✓ THR81 (source of high % of questions)
✓ EC Master Implementation Guide
Exam Description available on training.sap.com

Content

Lesson 1
Describing the EC Value Add of an Integrated and Strategic (HRIS)
Lesson 2
Configuring EC with Extensible Markup Language (XML)
Lead-in
Learning Objective
✓ Locate key documentation for Employee Central
✓ Understand the fundamental data structures of

Employee Central
Scenario
✓ You want to study for the EC associate certification and
you know the EC Master Implementation guide is a
source of questions
✓ While working with the customer, you need to explain

the difference in foundation data and HR data

Demonstration
 Show the EC Master Implementation Guide (IG)
 Show the SAP Help Portal for EC

EC Components
Employee Central Data stores data in objects types:
 Person- Personal information about employees of the

organization (address, personal, contacts)
 Employment- Information about the employees

engagement with the organization (employment, job(s),
compensation)
 Foundation- data that is shared across the organization

to support HR Data (job codes, departments, pay grades)
Note: Foundation objects are broken into 2 types (XML FO and MDF-based FO)
EC Components
Data Models
✓ Set up system to satisfy the

organization requirements
✓ Define how and what data is stored:

✓ Object used
✓ Field used
✓ Associations between objects

HR Data (Person, Employment) Data Models
HR Data:
o Succession Data Model (SDM or data

model)
o Country Specific Succession Data Model

(CSF SDM)

The Employee Record (HR Data)

Foundation Object Data Models
Foundation Object Data Models:
o Corporate Data Model (CDM)
o Country Specific Corporate Data Model

(CSF CDM)
o MDF based Foundation Objects (MDF FO)
 MDF Foundation
 MDF Foundation
 Object
MDF Foundation
 Object
MDF Foundation
 Object
MDF Foundation
 Object
MDF Foundation
Object
Object

Corporate Data

Questions
Any questions so far?

Demonstration
 Browse an Employee File
 Describe parts of the data model

 Labels
 Attributes
 Custom Fields
 Display a field referencing foundation objects

XML and Data Models
Lead-in
Learning Objective
✓ Review the fundamental concepts of SF data models
Scenario
✓ Before modifying the EC data models, you need to
better understand the files that are used and the basic
structure of those files

XML & Data Models
❖ XML means EXtensible Markup Language
❖ XML is a markup language much like HTML
❖ XML was designed to carry data, not to display data
❖ XML is designed to be self-descriptive
❖ XML language is special because it doesn't contain predefined tags. Basically, XML
tags are defined (constructed) only by the user.
❖ In Employee Central, SuccessFactors has decided to use XML to define the

structures of the Employee Files and Foundation Objects

Document Type Definition (DTD)
❖ A Document Type Definition (DTD) defines the legal building blocks of an

XML document. It defines the document structure with a list of legal
elements and attributes.
Example: what are valid values for the visibility attribute.

SuccessFactors DTD
❖ SuccessFactors uses multiple DTD’s in the many different products we offer
❖ Each DTD contains the specific elements, attributes, and values allowed when
configuring the applications
❖ DTDs available in the SAP Help Portal
❖ NOT MODIFIED by consultant!

DTD Associations for Employee Central
HRIS Propagation XML File

XML Tree- Define the DTD File
❖ The first line is the XML declaration. It defines the XML version
(1.0) and the encoding used
❖ The DOCTYPE declaration, is a reference to an external DTD file

XML Tree- fundamental structure
Opening and closing tags <element name attribute = “ “>
</element name>
Or
All in one tag <element name attribute = “ “ />
Note!
One element can have more levels of child
elements like fields, attributes…

XML Tree- XML and DTD Example
How do I know if
the element
required uses
true/false, yes/no,
1/0?

XML Tree – XML and DTD
DTD helps to define what is ‘legal’ for an

element: what attributes exist and are
allowed, parent / child relationships, etc
XML Editor Reading the DTD to

display attributes and values for
an element

XML Tree- fundamental structure
Note!
One element can have more levels of child
elements like fields, attributes…
HRIS-Element has child

elements of labels and hris-fields
All levels may have

attributes
HRIS-field has child elements of

labels
Questions

Data Model Example
Note: We do not modify data models until Units 3,4. For Unit
1 this is foundational information.
Data Model Example
HRIS-Element
HRIS-fields

Data Model Example

XML Data Model File Management
Lead-in
Learning Objective
✓ Manage the XML data model files for Employee Central
Scenario
✓ You want to establish how to manage your data model
files based upon best practices

XML Data Model Management for Customer
Folder Structure Best Practices When Configuring
Backup (export) before making any

Original Files located on SAP Help Portal
new changes
Have a folder per customer Validate changed XML often
Include a backup folder Always use ‘Save As’ and Versioning
Include your DTDs in the Company Folder
Use a shared space if multiple consultants change

the DMs

XML Data Model Management when Using SAP Live Access
Folder Structure Best Practices When Configuring
Create a folder for Course Files Validate changed XML often
Download Files from JAM (DM, DTD, and exercise) Always use ‘Save As’ and update the version
number. Such as version per exercise.
Create a sub-folder for backups
Copy all originals to backup folder
Open each data model and associate the

appropriate DTD

XML Editors & Data Model Management TIPS
• Back up your originals

• Save and version your data models
frequently
• In XMLPad, only edit the SOURCE
view

XML Pad Backup
❖ If you are using XML Pad you will notice that when you save the file, it will automatically
create a backup with ~ in the same folder you are working with!
❖ I find it useful to rename each of my Data Models with the exercise that I am working on
❖ Any Data Model uploaded to provisioning will automatically use the external website as
the DTD and not the local one that we are using (the most recent version of the SF DTD)
❖ This also means that every time we export the data model it will have the external
entity reference and not our update!!

Exercise 1 – Prepare XML for an Instance

Solution Example:

Questions

Demonstration
 Show Organization of XML and DTD
 Open XML
 Describe XML editor
 Configure DTD Reference Line
 Save with Versioning
 Upload in Provisioning

Lesson 3- Setting Up the EC Environment
Lead-in
Learning Objective
✓ Prepare the Live Access instance to complete future

exercises
Scenario
✓ You will be completing the exercises during the THR81
Academy course and you need to make sure you have
completed the prerequisite updates to the image.

Instance Preparation when using SAP Live Access

Exercise 2 – Update Picklist and Email Addresses
Issues?:
Exercise 3 – Set Up the Admin Center

EC Environment
For information on the day to day actions for managing EC, review course
HR811: SAP SuccessFactors Employee Central Administration
Exercise 4 – Use Functions and Features in the EC
Instance

Lesson 4- People Profile, Action Search
and the Check Tool
Lead-in
Learning Objective
✓ Understand how People Profile displays EC data and

the concept of a ‘portlet’
Scenario
✓ In reviewing the EC Master Implementation guide, you
find references to the term portlet

People Profile (PP3) and Employee Profile View (EPv12)
o PP3 uses information in "blocks"
o Blocks can be added to any section or subsection of the profile.
o In most cases, blocks on the People Profile correspond to EC "portlets".
o In some cases, information blocks correspond to entirely separate pages, or "employee views,"
used in earlier versions.
o For example, performance history is previously displayed as separate pages.
o Some EC features, such as Time Off and Payroll, were previously displayed as separate pages
and are now displayed as blocks

Employee Portlet
Views
Sections
Subsection
Block
Employee Central Feature Settings

Questions

Tomorrow’s Assignment
✓ Unit 1 - Introduction
✓ 5 Exercises
✓ Exercise 5 will not need to be completed
✓ Review the Kickoff meeting slides
 All future exercises are based upon Exercises 1 and 2 being completed
If time permits:
❖ Review EC Master Implementation Guide Structure and Content, and

overview of Implementation process
❖ Start the Content of Unit 2

Agenda
1. Unit 1
2. Exercise Tips
3. Final Questions

Exercises Format
➢ Exercises have a solution that follows in the
downloadable PDF.
➢ Exercise contains generic instructions

▪ Example: 1. Enable People Profile
➢ Solutions include additional information to complete the

requested action
▪ In some cases that will include exact steps
▪ Other times it might not be as detailed, particularly if you have
already done an action before
➢ You can choose to try to complete the exercises using

either type (or both)
▪ If you use only the exercise, I recommend you review the
solution after you are finished to make sure you didn’t miss
any required configuration

Exercise vs Solution
Solution

Exercise Support
✓ Part of the design for self-paced learning is to be able to troubleshoot your own mistakes
✓ If you cannot figure out the issue after about 10 minutes, post a question/support request in the
Class Jam group
• I monitor the jam group actively during my work hours (8-5 Eastern Time)
• I will continue to monitor off hours, but responses can be delayed
✓ Continue with other studies.
• I have a list of exercise dependencies in the exercise tips wiki
✓ Exercise support offered always at the end of the Check-in meeting
• Additional exercise support can also be scheduled with me, you can reach out to me
by e-mail.
Tips
Located in Classroom Jam:
https://jam4.sapjam.com/groups/3ykAC
zd7He8S9z3uUViqzO/content?folder_i
d=88rTwZ5tbmH9ka9tgBYGD5

Instructional Videos
Located in Classroom Jam:
https://jam4.sapjam.com/groups/3ykAC
zd7He8S9z3uUViqzO/content?folder_i
d=BQzxgo4Emu8C6mzPYZGdrJ

Agenda
1. Unit 1
2. Exercise Tips
3. Final Questions

Thank you
Contact information:
Alex White
SAP SuccessFactors Education
INTERNAL
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its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express
warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This
document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and platforms, directions, and functionality are all subject to change and may be
changed by SAP SE or its affiliated companies at
any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. 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.
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Day 1 (Unit 1)

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Introduction

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 2

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 3

Manual for Key concepts of EC

SAP Help Portal: (http://help.sap.com/hr_ec).

Step 1: Setting up a new account in Provisioning Step 8: Importing the Picklists

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 5

 Units 1-6 ‘Core’ EC Functionality

 Unit 7 – EC Custom extensibility via

 Unit 8- Key EC Optional Features

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 6

Source of Exam Questions:

✓ THR80 (to understand required concepts for

✓ THR81 (source of high % of questions)

✓ EC Master Implementation Guide

Exam Description available on training.sap.com

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 8

✓ Locate key documentation for Employee Central

✓ Understand the fundamental data structures of

✓ While working with the customer, you need to explain

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 11

 Show the EC Master Implementation Guide (IG)

 Show the SAP Help Portal for EC

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 12

 Person- Personal information about employees of the

 Employment- Information about the employees

 Foundation- data that is shared across the organization

✓ Set up system to satisfy the

✓ Define how and what data is stored:

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 15

o Succession Data Model (SDM or data

o Country Specific Succession Data Model

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 16

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 17

Foundation Object Data Models:

o Corporate Data Model (CDM)

o Country Specific Corporate Data Model

o MDF based Foundation Objects (MDF FO)

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 18

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 19

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 20

 Browse an Employee File

 Describe parts of the data model

 Display a field referencing foundation objects

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 21

✓ Review the fundamental concepts of SF data models

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 23

❖ XML means EXtensible Markup Language

❖ XML is a markup language much like HTML

❖ XML was designed to carry data, not to display data

❖ XML is designed to be self-descriptive

❖ In Employee Central, SuccessFactors has decided to use XML to define the

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 24

❖ A Document Type Definition (DTD) defines the legal building blocks of an

Example: what are valid values for the visibility attribute.

❖ DTDs available in the SAP Help Portal

❖ NOT MODIFIED by consultant!

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 26

HRIS Propagation XML File

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 27

❖ The DOCTYPE declaration, is a reference to an external DTD file

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 28

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 29

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL 30