Employee Central Training

People Profile for SF Suite

INTERNAL
The training facilitators:

In case of questions, please do not hesitate to contact the training facilitators

directly:

Sandeep Kumar
skumar3@deloitte.de

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Agenda

People Profile Overview 04

People Profile For SF Suite 08

Configuring People Profile 13

Hands-On in System 18

Tips and Tricks 21

Wrap up and QA 25

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The “People Profile” – Single Pager UI For Employee Data Across SF Suite
Single Page View for All Employee related d at a fr om various SF modules

Succession Data Model

People Profile structures

Talent Blocks for Talent Modules

Employee Information

EC
HRIS Personal Information
Elements

Compensation Information

Custom Blocks for Live Profile Features

Employee Profile => Standard + BG + UserInfo Elements

Backend Frontend

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Employee Profile – The Foundation Structure for SuccessFactors
The limited variant of Employee Centr al – Base for any SF inst ance

Regardless whether Employee Central is used or not, the Employee Profile acts as the
connection point to all other modules and is needed in every SuccessFactors
implementation.

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Employee Profile – The Foundation Structure for SuccessFactors
The limited variant of Employee Centr al – Base for any SF inst ance

Defines the Succession data model fields on the Employee Profile Personal Information, User-Directory and Review form
Defines Succession data model custom user information fields and fields for integration to Recruitment. Data imported via Personal Information file
EP
Defines structures for storing more information about employees in grouped format.
Defines the EC tabs available within the main Employee Profile section

EC
Defines all Succession data model elements available to system UI

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Evolution of UI for Employee Profile Features
Live Pr of ile (v12 UI) Replaced By People Pr of ile For Better User Experience and Easy Conf igur ations
V11 UI Framework (Ultra)
SuccessFactors Original UI Framework
• Multi-pager View
• Term “Live Profile” referred to various types of data
related to employee
• Standard Elements, Background Elements were used
with View Template
• Mainly built for legacy employee profile features
• Configuration Tool was called “Manage Employee
Files“
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V12 UI Framework (Revolution)
Next major enhanced version of UI for SF
• Multi-pager View
• Term “Profile V12” started being used to refer to
various types of data related to employee that were
compatible with this new UI framework
• Standard Elements, Background Elements and User-
Info Elements were used with View Template along
with some additional support for Profile V12
framework based data from other modules
• The tool to setup various pages of employee’s profile
remained same with slight enhancements
People Profile (PP3)
Next Generation SAP Standard Fiori design based version of
UI for SF
• Single-pager View
• Term “Employee Profile Features” started being used to
refer to various types of data related to employee
• Standard Elements, Background Elements ,User-Info
Elements and Talent modules related pre-designed UI
blocks along with MDF based UI are used
• Built upon MDF, it support integration with all modern
features from various modules.
• Less support for legacy or out-dated features
• Mandatory for various modern features, being universally
rolled out by end of 2019
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Features and Advantages of People Profile
Modern User Experience, Responsive Display, Ef f icient Loading, Easy Conf igur ations, Single Page Employee Dat a Management

1. New One-Page Design 6. Easy to use Configuration Tool with Drag and Drop support
• Uses a simple, modern UI design to display all information onto one easy-to-read page • Single page configuration UI, Supports Drag and Drop of Sections/Subsections/Blocks
• Configurable sections, subsections and blocks; On-demand load; Show More/Less; • Field display order in edit mode for some; General Profile Settings; Translations etc.

2. New, Enhanced and Unified User-Experience for Employee Central 7. Role, Permission and Data Availability Based Display of Information
• Fully integrated and enhanced user experience for all EC features – ESS/MSS, View Effective Dated Change • Sections are displayed as per EE Views permissions, Blocks and Fields as per portlet/block/field level
History, Add/Edit of Information, Time-Off, Action Search etc. permissions; Subsections adjust as per data type & availability

3. Profile Header with customization and general settings possibilities 8. Supports and prerequisite feature for New SF Features & Solutions
• Replaces separate “Public Profile” page of V12 profile to display profile photo and basic information about • Goal add/edit/view from profile; Draft New Hire; Self-service Doc Gen; LoA Status; Pending requests easy
employee,; Configurable; Stays at top in reduced state on scrolling; navigation; Name format for same display format everywhere

4. New Editing Experience without page reload or navigation 9. Inline with SAP standard Fiori Design gives better user-experience
• New editing dialog windows; Overlays on same profile page; No Page reload; • As part of SAP’s Fiori Design for all its products; People Profile was developed
• More modern, less cluttered, easy to use UI for SF (mainly for EC enabled instances)

5. Responsive Display on PC or Mobile Browsers of any display size 10. Universally rolling out to all SF instances by end of 2019
• Optimizes the page layout based on the available display size and screen resolution, providing a better user • As it’s a prerequisite for most of the new SF features and solutions, SAP plans to universally roll it out by end of
experience on a tablet or smartphone 2019; All are recommended to get used to it by then

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Limitations of People Profile
Modern UI suppor ts modern features more and Lesser suppor t for legacy features

Limitation Description

Public Profile • You cannot create a separate "public profile" page

• Instead use RBP and Profile configuration settings to define who can see what

Internal Job History in Employee Central • Internal Job History information in Employee Central is not displayed in a separate block
• History of any effective dated portlet could be seen by clicking on history icon for respective block

Pending Requests in Employee Central • You no longer access Pending Requests in Employee Central via the employee profile
• To do this, use the employee quickcard, action search, or to-do tiles on the home page instead

Limited text replacement • Does not support full text replacement – Only support is for the yellow message for no permission
• Some text strings in the UI cannot be changed or replaced with the text replacement or Manage Languages tool

No portlet help for Employee Central • Only supports custom help text that you provide, using MDF
• It does not display default portlet help for Employee Central that was present in previous versions

No Insights panel and No External Profile Photos • Does not support the Insights panel at this time
• Does not support external profile photos (with URL). Photos must be uploaded to the system as an image file

Performance Management deep links • Deep links in Performance Management forms no longer work after you upgrade to People Profile.

Legacy Direct Deposit and LoA for EC is not • Instead of using legacy Direct Deposit for EC, you need to upgrade to new MDF based Payment Information
supported
• Instead of using legacy Leave Of Absence (LoA), you need to migrate to Time Off with LoA in EC

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People Profile for SF Suite

2019 Deloitte
People Profile Architecture
A complex system-designed MDF based Object consisting of multi -layered objects within objects holding various employee dat a

People Profile MDF based building-blocks

Sections Subsections Blocks

People Profile UI Configuration Framework

Sections
Subsection
Left Block Right Block

Subsection
Full-width Blocks (Only some pre-designed blocks)

Type of Blocks
Employment Compensation
Talent Blocks Personal Information Custom Blocks
Information Information
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Talent Blocks – Interface between All SF Suite’s Talent Modules and People Profile
Plugins to Display Key Talent Dat a on People Pr of ile

Personal Var. Pay Statement

Calibration History Portlet
Compensation Statement
Skill Profile
Bonus Assignment Statement

Objectives Personal Combined State...

Learning History
Development Goals
Compensation Curricula Status
Objective Ratings

Live Profile Trend Info… LMS

GM
History Successors

Position
Performance History
Current Nominations
Overview
PM Talent Modules Related Data Succession
Performance-Potential ...

How vs. What Historical …

Competencies Pre-designed Blocks of Type “Talent” + Customizable UserInfo Blocks listing certain Standard Element Fields

Competency – Behavior …
People Profile Subsections with Place Holders for desired Talent Blocks

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People Profile Blocks For Employee Central
3 Types - Employment Information, Per sonal Information and Compensation Information

Total Compensation History

One Time Deduction

Recurring Deduction

Payroll Information
Employment Details
Compensation Information
Job Information
Pay Component Non-Recur.
Organizational Information
Biographical Information
Compensation
Job Relationship
Information Personal Information
Global Assignment Details
Contact Information
Pension Payout Details
Address Information
Dismissal Protection
Employment Personal National ID Information
Current Benefits Information Information
Work Eligibility Documents
Open Enrollments
Emergency Contacts
Employee Central Data
Time Management Dependents

Blocks representing HRIS Elements of Employee Central

People Profile Subsections with Place Holders for desired EC Blocks

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People Profile Custom Blocks For Employee Profile module
Employee Pr of ile module, Features and MDF Based Information are gr ouped as Custom blocks

Org Chart
Live Profile User Information LinkedIn
Any Custom Block listing A set of
Standard Elements fields
Badges

Notes

E.g., Talent Information Tags

Employee
Standard Profile Legacy
Elements Live Profile MDF Information
Features
Live Profile Background Information
Payment Information
E.g. Education Alternative Cost Distribution
Background
MDF Objects UI
E.g. Previous Employments Elements Eligibility for Advances

Current Advances
E.g., Certifications Live Profile Information + Features
Any EE related MDF Object UI

Custom Blocks integrated through Employee Profile base module

People Profile Subsections with Place Holders for desired Custom Blocks

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Configuring People Profile

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Single Page “Configure People Profile” Admin Tool
Simple to use Conf igur ation Tool with Dr ag and Dr op feature, all at one place without need to navigate to multiple pages as i n V12

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People Profile General and Header Settings
More customization possibilities for header; Resulting into more modern and aesthetically better present ation of Public Pr of i le

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People Profile Configuration Layout
Multiple f ields per Block, 1 or 2 Blocks per Subsection, Multiple Subsections per Section, Multiple Sections within the Peopl e Pr of ile

Marcus Marcus
Hoff Hoff

Marcus Marcus
Hoff Hoff

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People Profile – Permission and Visibility Settings
Sections thr ough Employee Views; Blocks and Fields thr ough Por tlet and Field level permissions; Empty or Hidden sections in P P3

1. Show or Hide Already Permissioned Sections or Subsection Blocks

• Click on the Section or Sub-section and click the Checkbox for Hiding/Showing it
• The settings get applied instantly but visibility depends upon RBP

2. Employee Views Permissions for People Profile

• Defines which Sections would be visible to which permission roles
• Each section represents navigation tab just below the People Profile header for quick jump to top of those sections

3. Employee Data Permissions to View and Edit Live Profile & EC information fields and blocks and To View Employee Photo
• Pay extra attention while giving permission to certain fields like EP system fields (synched from EC) and Ratings fields
• The visibility of Photo of any employee almost everywhere in SF is controlled by View permission to Photo field under Employee Data permissions

4. Module specific permissions control the visibility and editability of respective Blocks
• For EC related Blocks, visibility is fully controlled as per RBP settings
• For other Talent modules, the visibility and edit of information is controlled by combination of RBP settings and template based permissions

5. Special Settings for Extra Privacy of Personal Data: Encryption of User ID in URL; Hide Private Data from Proxy users
• User ID could be shown as encrypted in the People profile URL using a Provisioning setting
• All Private data of an employee could be hidden from the users viewing the profile throgh proxy feature – In the Grant Proxy Rights section, do not select “Private Data For Proxy Account Holder”
while selecting “Employee Central V2 + Employee Profile”
• To remove the photo from the header entirely, for all users, use the respective People Profile Header setting instead of unchecking view permission in each permission role

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Impact of EC Implementation on Employee Profile and Other Existing SF Modules
Impor t ant Points to Note

1. Employee Profile is the foundation structure for storing the core Employee Data that are used across SF Suite
• Various EP fields are used by various SF modules
• Any change made to the values or properties of those fields could affect other modules using those.

2. When EC is enabled, EC becomes the true and single source of information fed to EP
• Value of key data of employee is fed and kept in sync from EC to EP through a scheduled job called “HRIS Sync” and uses a mapping of EC to EP fields
• Due to enablement of the EC, the value structure of existing EP fields would change from simple text values to object values (text but in name (code) format.

3. There is already a hard-coded mapping in SF from EC to EP for key data fields of employee
• The detailed information regarding such hard coded mapping could be found at https://launchpad.support.sap.com/#/notes/0002172427
• The KBA also provides information about custom field mapping for HRIS Sync, what to avoid and what overwrites are possible.

4. EP fields of picklist type are affected when the corresponding source field in EC is of object type.
• For other modules, the EP fields which could have list of defined values appear as picklist.
• When EC is enabled, the fields for foundation data changes to object type and therefore, the value structure changes

5. The EP fields used as filters in permission groups also get affected.

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Design Workshops - Document Employee Data, Manage Leavers, Organizational Structure
21

Criteria Label Field Criteria Label Field

Employee Sub-
Add to Talent Review Key Position Custom04
Group
Business/Service
Division Gender Gender (Standard)
Unit
Grouped Personal
Company Code Custom02 Custom11
Grade

Cost Center Custom05 Hire Date Custom07

Country Country (Standard) Impact of Loss Impact of Loss (Standard)

Date of Birth Date of Birth (Standard) Job Code Job Code (Standard)

Employee Access to
Custom15 Job Family Custom09
CV

Employee Group Custom03 Job Location Location (Standard)

Minor Position Flag

Employee Level Custom08 Custom12
/EC

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Design Workshops - Document Employee Data, Manage Leavers, Organizational Structure
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Criteria Label Field Criteria Label Field

Group Entry Date Hire Date Minority Minority (Standard)

Movability Reason for Leaving Replacement Need Risk of Loss

Nationality Nationality (Standard) State State (Standard)

Org Unit ID Custom06 Team View Team View (Standard)

Org Unit Name Department Time Zone Time Zone (Standard)

Permissions to Talent
Custom14 Title Title (Standard)
Managers

Personal Grade Custom10 User User (Standard)

Process – non
Custom13 Username Username (Standard)
eligibility

Region Custom01 ZIP ZIP (Standard)

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Design Workshops - Document Employee Data, Manage Leavers, Organizational Structure
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Additional Criteria Additional Criteria

Business Unit Employee Class  Custom03 + 04 will be replaced

Company  Custom02 will be replaced

Job Classification

Company-Country Location

Cost Center  Custom05 will be replaced Location Group  Custom01 will be replaced

Department  Custom06 will be replaced

Pay Grade

Department Name

Job Level
Division

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Hands-On In System

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People Profile Configuration In Action
Adding a new Section and a new Subsection; Placing a Block at placeholder s, Notice all key par ts of conf igur ation

Dragging a Block to place it

Field Display Order In Edit Mode
For EC and MDF blocks

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 System Demonstration

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Tips and Useful Notes

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People Profile – Tips and Useful Notes
Some issues and special use-cases encountered during conf igur ation

Placing CSF fields next to Global fields

Double Row within a row layout

• Some issues are resolved by drag and slow “feel around“ move
• For placing few or all of 4 fields in a row to up or down in the order of fields‘ rows, hold and drag the
row itself and then adjust
Orphan Field – Not in any display row
• Mixing of CSF fields with Global is not possible in Personal Info.
• For missing field cases, try “export and reimport of latest succession data models. If not, then refresh
OData metadata. If still not, then replace PP3 MDF object with a working one from another instance. If
not possible, then remove the affected block , save the config and add back the block. At last give a
try to directly edit the MDF object.

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People Profile – Tips and Useful Notes
Some Impor t ant Points

SF Modules are integrated through elements

Some Header settings require Admin user to accept
defined in the Succession Data Model and People
an User Agreement. So, ensure to get exclusive
Profile blocks uses those elements and fields for
authorization for that from client.
display of Information.

For some standard or userinfo fields, you need to Field order defined in People Profile for some EC
add the element ID under <edit-template blocks affects only the order in Edit mode. Data
id="sysAllUserDirectorySetting"> from Provisioning Model defines the order is display mode.

It is not recommended to directly change PP3 Drag and Drop of Blocks on Subsections or of
Config from Manage Data, but in some rare cases, Fields on Edit Display Order window is sensitive
it resolves certain issues. Always, take a backup and you need to practice with “feel around“ until
using Import and Export Data tool. you see the indicator to drop.

The count of fields displayed on the default loaded

Click on a Block to edit further settings for that
profile page is controlled by system. We could
block, if available. E.g., you can now configure the
influence only the count of fields in Edit mode for
layout of Trend and Background Info blocks.
some EC blocks.

You can now define a compact address format per Default V12 Help text are hidden by default when
country for the Overview page using “Simple People Profile is used for EC. Create and use
Address Format“ under Manage Data. custom EC Help for all supported EC portlets.

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People Profile – Tips and Useful Notes
Some Impor t ant Points

Through “Configure Custom Navigation“, you can Always ensure that for newly added sections and
add a link to “Pending Requests“ for display under subsections, you either provide transaltion for
“Actions“ menu on the Profile Header name in all languages or copy default name to all.

You can use Fine-Tune -> Menu and Portlets theme To view Profile in multiple languages, you can
configuration section settings to control the text in simply use the „“Language“ section at top right
the banner and Actions Menu for People Profile. corner of the People Profile Configuration page.

IEmployeeProfilePageConfig is the MDF Object that

You can import employees‘ photos in bulk through
is used for entire People Profile configuration. Use
provisioning. Similarly, if needed, all photos for all
this to Sync or manually export / import to another
employees could be deleted from provisioning.
instance.

Under General Settings, admin can define a You can display Show in-progress form and
company wide data source and date range for Calibration ratings on the profile after you enable
Ratings data to be displayed on the profile. those in provisioning and then use trend blocks

Localization: Use globe icon for entering translation

Keep the name of characaters for Background
for labels of Section, Subsection and custom blocks
Elements under 29 for full display on the profile.
into multiple languages

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Wrap-up
SAP SuccessFactor s People Pr of ile

People Profile: Latest Key Features of People

version of UI for SF based Profile
upon SAP Standard Fiori  One-pager Design for Configuration as
design based. Modern, well as Display
better user-experience,  Responsive Display on any device
easy to configure, Single-  Pre-requisite and supports many new
page responsive design, and upcoming features
Modular design, Plug-Play  Supports unified display of all
employee related information from all SF
modules

Build blocks of People Profile

 Sections, Subsections, Blocks
 5 Categories of Blocks
 Several pre-designed blocks for
display of employees data from talent
modules
 Full support for all EC features
 Standard, Background, UserInfo, HRIS
Elements.

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 Any questions?

2019 Deloitte 32
 Employee Central Training Series in Nov/Dec 2019
Nr Topic Content Facilitators Date Nr Topic Content Facilitators Date

Overview from end-user perspective Muhammed 8.11.2019 Overview different reporting tools in EC 29.11.2019
Overview
Show employee profile and position org chart Yavuz, Kristine 13:00 – Show sample report Muhammet Yavuz, 13:00 –
1 Employee 7 Reporting
Self Services, Event Reason Derivation, Kovala, Pia 14:30h Report configuration Philip Jacobs 14:30h
Central
workflow approval Rommel Best Practices

People Profile and Employee Profile 2.12.2019

11.11.2019 Payment Configuration Session 15:30 –
People Profile How does the sync work / which information is 8 Sandeep Kumar
Sandeep 15:30 – Information Best Practice and Examples 17:00h
2 relevant for typically synced?
Kumar 17:00h
other modules Which information is typically relevant for
other modules such as PM/GM, COB, SUC Functional permissions
6.12.2019
15.11.2019 Field visibility permissions
Which information is typically interfaced Hanna Kuznetsova, 13:00 –
EC-REC-ONB-EC Christoph 10:30 – 9 Permissions Typical Roles such as HR Services, HR
3 between those modules Philip Jacobs 14:30h
Integration Flow Pohl 12:00h Manager, Employee, Manager, Works
Difference between REC standalone and EC Council?, …
Basic Configuration Training covering data Business Rules 9.12. 15:30 –
Michael Configuration Session Caroline Bock,
model, business configuration, showcase how 18.11.2019 10 and 17:00h
Data Model Staggenborg Best Practice and Examples Sandeep Kumar
4 to add a new field with config options 15:30 – Workflows
Configuration Rakesh
Dependencies to other modules (data Mig., 17:00h
Chilveri Mass changes 13.12.2019
Integration, Profile, other modules, …)
Import Export Data Migration Best Practice Hanna Kuznetsova, 13:00 –
Overview Position Org Chart 11
22.11.2019 Data Import Order Philip Jacobs 14:30h
Relevance for other modules (SUC,
Position 13:00 – Best Practice and Lessons Learned
5 downstream systems, REC, …) Philip Jacobs
Management 14:30h
Different configuration options Integration Differences in data models 16.12. 15:30
Thomas Dorow,
Transition, FTE 12 SFEC vs. SAP Showcase Replication Monitor – 17:00h
Philip Jacobs
Caroline Bock, HCM Best Practice and Lessons Learned
Sandeep 25.11.2019 Functional Overview (Time Off, Time 20.12.2019
Foundation Overview of foundation objects and
6 Kumar, 15:30 – Time Sheet, …) 13:00 –
Objects configuration best practices 13 Bing Wang
Michael 17:00h Management Configuration options and limitations 14:30h
Staggenborg Typical client requirements

Link to Sharepoint here

Thank you for your attendance.

2019 Deloitte
APPENDIX

2019 Deloitte
Terms and Definitions
Overview of People Profile related basic terminology used in this deck

Term Definition

Profile Header Displays basic employee information like profile photo, phone number, email ID etc.
A specific SuccessFactors solution that is focused on certain functions, such as Employee Central
Module
for Core HR Data.
Sections group certain information and display it in individual ‘tiles’ on the screen, corresponding to
Section
data tables such as Job Information, Address, Education, Language Skills, etc.

Security/RBP Management of access and permissions given to the user to functionalities and data in the system.

An instance is the customer’s space or environment on the SuccessFactors server – for example,
Instance
Dover has a development instance, testing instance, production instance, etc.
Acts as an internal online resume where employees can update their own information, assign
Talent Profile
searchable skills, and experience
Org Chart Displays the employee’s organization hierarchy. Shows Manager and Direct Reports (if applicable)

Home Page is the landing page when you enter the system; it provides access to all the activities
Home Page
and processes in the system and gives you an overview of the status of your performance activities

36
Employee Central Terms and Definitions
Overview of Basic Employee Central Terminology Used

Term Definition

SF SAP SuccessFactors

EP Employee Profile – Base Stucture / Module for SuccessFactors

EC Employee Central

Set of logically related fields mostly from same module or source of data that is used as building
Block
blocks for modular display on the employee‘s profile page

37
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written consent.

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