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PUBLIC

Document Version: 1.0.0 – 2024-06-14

Joule Capabilities
© 2024 SAP SE or an SAP affiliate company. All rights reserved.

THE BEST RUN


Content

1 What's New for Joule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3


1.1 2023 What's New for Joule (Archive). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

2 About This Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

3 Features of Joule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

4 Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

5 Joule in SAP SuccessFactors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14


5.1 Important Notes About Using Joule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
5.2 Conversational Patterns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Transactional Use Cases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Navigational Use Cases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

6 Joule in SAP S/4HANA Cloud Private Edition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27


6.1 Navigational Use Cases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Joule Capabilities
2 PUBLIC Content
1 What's New for Joule

The table below shows the new capabilities and changes for each release of Joule.

What’s New in Joule

Tec Mod
hni- ular
cal En- Line Busi Lat-
Co vi- of nes est Avai
mpo ron- Busi s Re- labl
nen men Life- Typ nes Pro Pro vi- e as
t t Title Description Action cycle e s cess duct sion of

Joul Clou Joule Now Joule is now available in Info only Gen- New Tech Not SAP 202 202
e d Available SAP S/4HANA Cloud Private eral nol- ap- S/ 4-0 4-0
Fou
in SAP S/ Edition for navigational use Avail- ogy pli- 4HA 6-10 6-10
ndry
4HANA cases. You can type in your re- abil- ca- NA
Cloud Pri- quest in natural language and ity ble Clou
vate Edi- Joule can help you complete d
tion your goals by navigating you Pri-
to the relevant SAP Fiori apps, vate
where you can take advantage Edi-
of all features. tion

Joul Clou New Con- We now provide 25 new trans- Recommended Gen- New Tech Not SAP 202 202
e d versational actional cases, including "cre- eral nol- ap- Suc- 4-0 4-0
Fou
Pattern ate position" and "generate Avail- ogy pli- cess 5-17 5-17
ndry
and Use compensation insights", and abil- ca- Fac-
Cases Now support the navigational pat- ity ble tors
Supported tern with 40 use cases, such
in SAP as "create time off" and "view
Success- performance goals".
Factors

Joule Capabilities
What's New for Joule PUBLIC 3
Tec Mod
hni- ular
cal En- Line Busi Lat-
Co vi- of nes est Avai
mpo ron- Busi s Re- labl
nen men Life- Typ nes Pro Pro vi- e as
t t Title Description Action cycle e s cess duct sion of

Joul Clou Migration Joule application has been Required Gen- Cha Tech Not Joul 202 202
e d of Joule migrated to SAP Identity Au- eral nge nol- ap- e 4-0 4-0
Fou
Applica- thentication (IAS) and sup- Avail- d ogy pli- 4-16 4-16
ndry
tion to IAS ports IAS multi-tenancy in ad- abil- ca-
based Mul- dition to XSUAA. Joule now ity ble
titenancy requires a trust configuration
of type OpenID Connect with
your Identity Authentication
tenant. SAML-trusted IdPs for
Joule will be supported for
a short period after which
the trust configuration of type
OpenID Connect will be re-
quired.

If you are using SAML-trusted


IdPs for Joule, you need to
change the SAML trust con-
figuration to an OIDC con-
figuration. For more informa-
tion, see Migration from SAML
Trust to OpenID Connect Trust
with Identity Authentication.

Ensure that you have config-


ured the trusted domains in
Identity Authentication as de-
scribed in Configure Trusted
Domains in Identity Authenti-
cation.

 Note
No action is needed if you
are using OIDC trust set
up for Joule.

Joule Capabilities
4 PUBLIC What's New for Joule
Tec Mod
hni- ular
cal En- Line Busi Lat-
Co vi- of nes est Avai
mpo ron- Busi s Re- labl
nen men Life- Typ nes Pro Pro vi- e as
t t Title Description Action cycle e s cess duct sion of

Joul Clou Data Cen- Joule is now available in Eu- Info only Gen- New Tech Not Joul 202 202
e d ter Availa- rope (Frankfurt) EU access eral nol- ap- e 4-0 4-0
Fou
bility only data center of AWS. See Avail- ogy pli- 4-12 4-12
ndry
Data Centers Supported by abil- ca-
Joule. ity ble

Joul Clou Data Cen- Joule is now available in Aus- Recommended Gen- New Tech Not Joul 202 202
e d ter Availa- tralia (Sydney) data center of eral nol- ap- e 4-0 4-0
Fou
bility AWS. See Data Centers Sup- Avail- ogy pli- 4-11 4-11
ndry
ported by Joule. abil- ca-
ity ble

Joule Capabilities
What's New for Joule PUBLIC 5
Tec Mod
hni- ular
cal En- Line Busi Lat-
Co vi- of nes est Avai
mpo ron- Busi s Re- labl
nen men Life- Typ nes Pro Pro vi- e as
t t Title Description Action cycle e s cess duct sion of

Joul Clou Enhance- We’ve made the following en- Info only Gen- Cha Tech Not SAP 202 202
e d ments to hancements: eral nge nol- ap- Suc- 4-0 4-0
Fou
Joule in Avail- d ogy pli- cess 4-0 4-0
ndry • When you view some-
SAP Suc- abil- ca- Fac- 3 3
one's information, if
cessFac- ity ble tors
there's only one match
tors
for the name, their infor-
mation is now displayed
directly without the need
for confirmation. Previ-
ously, your confirmation
was required before view-
ing their information.
• In the use cases "View
peers", "View direct re-
ports", and "View man-
ager", inactive users are
now removed from the
search result. Previously,
they were displayed.
• In the "Create spot
award" use case, if
users upload an over-
sized image for the spot
award program, as a
workaround, it is auto-
matically replaced by a
default image without af-
fecting the award crea-
tion. Previously, awards
with oversized images
couldn’t be successfully
created.

Joule Capabilities
6 PUBLIC What's New for Joule
Tec Mod
hni- ular
cal En- Line Busi Lat-
Co vi- of nes est Avai
mpo ron- Busi s Re- labl
nen men Life- Typ nes Pro Pro vi- e as
t t Title Description Action cycle e s cess duct sion of

Joul Clou New Use The following transactional Info only Gen- New Tech Not SAP 202 202
e d Cases Now use cases are now sup- eral nol- ap- Suc- 4-0 4-0
Fou
Supported ported for SAP SuccessFac- Avail- ogy pli- cess 2-07 2-07
ndry
in SAP tors users: abil- ca- Fac-
Success- ity ble tors
• Approve spot award
Factors
• Create spot award
• Clock in clock out
• View pay statement
• View pay statement
(PDF)

Related Information

About This Document [page 10]


Features of Joule [page 11]
Glossary [page 13]
Joule in SAP SuccessFactors [page 14]
Joule in SAP S/4HANA Cloud Private Edition [page 27]

1.1 2023 What's New for Joule (Archive)

The table below shows the new capabilities and changes for each release of Joule.

Joule Capabilities
What's New for Joule PUBLIC 7
What’s New in Joule

Tec Mod
hni- ular
cal En- Line Busi Lat-
Co vi- of nes est Avai
mpo ron- Busi s Re- labl
nen men Life- Typ nes Pro Pro vi- e as
t t Title Description Action cycle e s cess duct sion of

Joul Clou Conversa- If Joule is unable to match Info only Gen- New Tech Not 202 202
e d tional the user's query with an eral nol- ap- 3-12 3-12
Fou
Search existing intent, it performs Avail- ogy pli- -19 -20
ndry
a conversational search on abil- ca-
SAP Help Portal content as ity ble
a fallback mechanism. The
retrieved search results are
summarized using generative
AI, and presented to the user
as an answer to the question.
In addition, Joule displays a
list of the top three search
results. With a click on the ti-
tle link of the search results,
you can open the topic in SAP
Help Portal.

Joul Clou New Use The following transactional Info only Gen- New Tech Not SAP 202 202
d Busi
e Case Now use case is now supported for eral nol- ap- 3-12 3-12
Fou ness
Supported SAP SuccessFactors users: Avail- ogy pli- -07 -07
ndry Tech
in SAP abil- ca-
• Approve Employee Cen- nol-
Success- ity ble ogy
tral workflow requests
Factors Plat-
for
m

Joul Clou Joule Now Users of SAP SuccessFactors Info only Gen- New Tech Not SAP 202 202
d Busi
e Supported now can perform HR tasks in eral nol- ap- 3-11- 3-11-
Fou ness
in SAP SAP's new generative AI copi- Avail- ogy pli- 17 17
ndry Tech
Success- lot Joule. abil- ca- nol-
Factors ity ble ogy
Plat-
for
m

Joule Capabilities
8 PUBLIC What's New for Joule
Tec Mod
hni- ular
cal En- Line Busi Lat-
Co vi- of nes est Avai
mpo ron- Busi s Re- labl
nen men Life- Typ nes Pro Pro vi- e as
t t Title Description Action cycle e s cess duct sion of

Joul Clou Initial Pub- You can now interact with Info only Beta New Tech Not SAP 202 202
d Busi
e lication of Joule to perform SAP Suc- nol- ap- 3-0 3-0
Fou ness
Capability cessFactors related tasks. ogy pli- 8-14 8-14
ndry Tech
Guide ca- nol-
ble ogy
Plat-
for
m

Joule Capabilities
What's New for Joule PUBLIC 9
2 About This Document

This document provides a list of capabilities that are available for Joule. Each chapter corresponds to a specific
SAP solution and describes the capabilities specific for their business use case. Based on your SAP solution
portfolio, the relevant capabilities are automatically provisioned for the assistant which is then deployed in your
tenant in SAP BTP.

Related Information

What's New for Joule [page 3]


Features of Joule [page 11]
Glossary [page 13]
Joule in SAP SuccessFactors [page 14]
Joule in SAP S/4HANA Cloud Private Edition [page 27]
Onboarding Joule

Joule Capabilities
10 PUBLIC About This Document
3 Features of Joule

Learn about the features of Joule.

Joule comes with the following key features:

• Smalltalk
Joule can respond to greetings and casual conversation.
• Conversational Search
If Joule is unable to match the user's query with an existing intent, it performs a conversational search
on SAP Help Portal content as a fallback mechanism. The retrieved search results are summarized using
generative AI, and presented to the user as an answer to the question. In addition, Joule displays a list of
the top three search results. With a click on the title link of the search results, you can open the topic in SAP
Help Portal.

Joule Capabilities
Features of Joule PUBLIC 11
Related Information

What's New for Joule [page 3]


About This Document [page 10]
Glossary [page 13]
Joule in SAP SuccessFactors [page 14]
Joule in SAP S/4HANA Cloud Private Edition [page 27]

Joule Capabilities
12 PUBLIC Features of Joule
4 Glossary

See the definition of generic concepts and terms specific to Joule.

Term Definition

conversation A conversation is an open-ended, pre-defined collection of dialog steps (request or response) between an
end-user and a digital assistant version. It represents the interaction between an end-user and a digital
assistant.

capability A capability is a set of skills that semantically belong together alongside the language understanding in the
respective domain. For example, a capability Purchasing holds order creation and check delivery status skills
along with the language understanding specific for each skill.

digital assis- Allows an end-user to interact with the SAP software by simulating a human conversation. A digital assis-
tant tant acts on end-user intents by either executing a specific action such asI would like to order
a new MacBook (intent digital assistants) or by providing an answer to a question like What is the
long-term sick policy in my company?

information The ability of a digital assistant to answer questions based on knowledge sources like policy documents,
retrieval help documentation, and so on.

navigational The ability of a digital assistant to open an app where the end-user can carry out the intended tasks.
pattern

transactional The ability of a digital assistant to perform CRUD operations on a backend system from within the interac-
pattern tion.

utterance Natural language input from end-users typed into the chat or spoken to a digital assistant.

Related Information

What's New for Joule [page 3]


About This Document [page 10]
Features of Joule [page 11]
Joule in SAP SuccessFactors [page 14]
Joule in SAP S/4HANA Cloud Private Edition [page 27]

Joule Capabilities
Glossary PUBLIC 13
5 Joule in SAP SuccessFactors

Learn about Joule capabilities available in the SAP SuccessFactors HCM Suite.

Leveraging its generative AI capabilities, Joule aims to understand your requests, retrieve information, and
complete your tasks in a conversational way. For example, instead of manually navigating to a feature or page
buried deep, you can describe the current task to Joule, who will help automate tasks or take you to places
where you can find desired data. By using Joule, you can easily interact with the system and increase your
productivity.

Related Information

What's New for Joule [page 3]


About This Document [page 10]
Features of Joule [page 11]
Glossary [page 13]
Joule in SAP S/4HANA Cloud Private Edition [page 27]

5.1 Important Notes About Using Joule

Before you start using Joule in the SAP SuccessFactors system, be aware of the following notes.

• Joule only supports English, which means you need to set your system language to English before using it
and give your input in English. You can change system language at Settings Change Language .
• Joule is only available on the Web. It's not supported in native mobile apps.
• When interacting with Joule, have a single chat session at a time. If you use the same account to run
separate chat sessions simultaneously (for example, in multiple tabs or browsers), you may not get
expected responses from Joule.
• Joule provides one piece, rather than multiple pieces, of information each time. For example, for the
request "show my location and cost center", you won't get any requested information.
• Proxy access isn't supported.

Joule Capabilities
14 PUBLIC Joule in SAP SuccessFactors
5.2 Conversational Patterns

Joule in SAP SuccessFactors supports three conversational patterns: transactional, navigational, and
informational.

• Transactional: Assists users in efficient completion of their tasks on the conversational user interface,
saving their time from going to corresponding pages to do the tasks.
In the transactional pattern, Joule can not only provide users with general HR information about
themselves and their colleagues, but also give easy and quick access to the tasks they want to perform. For
example, when users say "I want to request feedback from my manager", Joule collects their questions
and then sends the request directly to their manager. Additionally, when users want to access user
information, Joule can recognize single entities, such as "my cost center" and "Alex's office location",
instead of requiring users to enter a complete sentence.
• Navigational: Helps users navigate to the functionality they're looking for without having to go through
multiple links to reach a destination page.
In the navigational pattern, Joule can direct users to SAP SuccessFactors pages where they can find the
information they need or get their job done. For example, when users want to view the time off instructions
of their organization, Joule provides a link to the Time Off page and informs users of the place where they
can get the information.
• Informational: Helps users retrieve the information from existing documents without having to ask HR for
assistance.
In the informational pattern, Joule can provide access to important documents and policies for users. For
example, when users need to understand their organization's HR policies, they can simply interact with
Joule to retrieve the relevant documents. This saves time for both employees and HR personnel, improving
employee self-service experience and increasing HR work efficiency.

We've introduced the following use case categories for each conversational pattern:

• Employee self-service (ESS)


Employees can view, change, create, or delete their own personal information through ESS cases.
• Manager self-service (MSS)
Managers with proper permissions are able to trigger MSS cases to view, change, create, or delete direct
reports' information.
• Worker
Users with proper permissions can view information about their colleagues and co-workers through
Worker cases.

You can find the recommended scenarios (ESS, MSS, or Worker) for each use case as the best practice in the
transactional and navigational use case tables.

Transactional Use Cases [page 16]


Learn about the use cases that are supported in the transactional pattern.

Navigational Use Cases [page 24]


Learn about the use cases that are supported in the navigational pattern.

Joule Capabilities
Joule in SAP SuccessFactors PUBLIC 15
5.2.1 Transactional Use Cases

Learn about the use cases that are supported in the transactional pattern.

 Note

Use cases available in Employee Central Quick Actions take precedence over equivalent cases in People
Profile. For example, when you check your location through Joule, if configured correctly, the View Location
case for Employee Central Quick Actions, rather than the View Location case in People Profile, will be
triggered.

Required Product / Module Use Case Important Notes Best Practice

Compensation Approve spot award Spot award requests are un- MSS
der the category of MDF
workflow requests - Em-
ployee-Related. Currently,
users are shown all em-
ployee-related MDF workflow
requests, which might in-
clude spot award approvals.

Compensation Create spot award MSS


Worker

Continuous Performance Give feedback MSS


Management Worker

Continuous Performance Request feedback MSS


Management Worker

Employee Central Generate compensation in- Before using the case in MSS
sights Joule, make sure you've en-
abled the AI-assisted per-
son insights feature and re-
quired permissions. For more
details, refer to Generating
Compensation Insights.

Employee Central Approve and reject time-off MSS


requests

Employee Central Approve Employee Central MSS


workflow requests

Joule Capabilities
16 PUBLIC Joule in SAP SuccessFactors
Required Product / Module Use Case Important Notes Best Practice

Employee Central Create position Before using the case in MSS


Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tions templates for positions.
For more details, refer to Em-
ployee Central Quick Actions
for Positions.

Employee Central View addresses Before using the case in ESS


Joule, make sure you've con- MSS
figured the corresponding
Worker
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Change addresses Before using the case in ESS


Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Create addresses Before using the case in ESS


Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Delete addresses Before using the case in ESS


Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central View email addresses Before using the case in ESS
Joule, make sure you've con- MSS
figured the corresponding
Worker
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Joule Capabilities
Joule in SAP SuccessFactors PUBLIC 17
Required Product / Module Use Case Important Notes Best Practice

Employee Central Change email addresses Before using the case in ESS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Create email addresses Before using the case in ESS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Delete email addresses Before using the case in ESS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central View emergency contacts Before using the case in ESS
Joule, make sure you've con- MSS
figured the corresponding
Worker
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Change emergency contacts Before using the case in ESS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Create emergency contacts Before using the case in ESS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Delete emergency contacts Before using the case in ESS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Joule Capabilities
18 PUBLIC Joule in SAP SuccessFactors
Required Product / Module Use Case Important Notes Best Practice

Employee Central View phone numbers Before using the case in ESS
Joule, make sure you've con- MSS
figured the corresponding
Worker
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Change phone numbers Before using the case in ESS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Create phone numbers Before using the case in ESS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Delete phone numbers Before using the case in ESS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central View job relationships Before using the case in ESS
Joule, make sure you've con- MSS
figured the corresponding
Worker
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Change job relationships Before using the case in MSS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Create job relationships Before using the case in MSS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Joule Capabilities
Joule in SAP SuccessFactors PUBLIC 19
Required Product / Module Use Case Important Notes Best Practice

Employee Central Delete job relationships Before using the case in MSS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Change cost center Before using the case in MSS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Change chosen name Before using the case in ESS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Change contract end date Before using the case in MSS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Change job Before using the case in MSS


Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Change legal name Before using the case in ESS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Change location Before using the case in MSS


Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Joule Capabilities
20 PUBLIC Joule in SAP SuccessFactors
Required Product / Module Use Case Important Notes Best Practice

Employee Central Change probation Before using the case in MSS


Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Change pronouns Before using the case in ESS


Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Change working time Before using the case in MSS
Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Promotion Before using the case in MSS


Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central Transfer Before using the case in MSS


Joule, make sure you've con-
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central View cost center Before using the case in ESS
Joule, make sure you've con- MSS
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central View job Before using the case in ESS


Joule, make sure you've con- MSS
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Joule Capabilities
Joule in SAP SuccessFactors PUBLIC 21
Required Product / Module Use Case Important Notes Best Practice

Employee Central View legal name Before using the case in ESS
Joule, make sure you've con- MSS
figured the corresponding
Worker
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central View location Before using the case in ESS


Joule, make sure you've con- MSS
figured the corresponding
Worker
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central View marital status Before using the case in ESS
Joule, make sure you've con- MSS
figured the corresponding
Employee Central Quick Ac-
tion templates. For more de-
tails, refer to Employee Cen-
tral Quick Actions.

Employee Central View holiday calendar ESS


MSS
Worker

Employee Central View time off Time types are configured by ESS
customers, so Joule is not MSS
able to recognize a user’s
query regarding a specific
time type, for example, view
annual leave. Instead, Joule
provides information about
time off for all time types.

Employee Central View leave balance Time types are configured ESS
by customers, so Joule is MSS
not able to recognize a us-
er’s query regarding a spe-
cific time type, for example,
view annual leave balance.
Instead, Joule provides infor-
mation about leave balance
for all time types.

For the MSS case, users can


view other's leave balance
only in the time account view.

Joule Capabilities
22 PUBLIC Joule in SAP SuccessFactors
Required Product / Module Use Case Important Notes Best Practice

Employee Central Payroll View pay statement • This case works only ESS
with Pay Statement (di-
rect) Integration.
• Only pay history from
the current employment
is supported for employ-
ees.

Employee Central Payroll View pay statement (PDF) • This case works only ESS
with Pay Statement (di-
rect) Integration.
• Only pay history from
the current employment
is supported for employ-
ees.

People Profile View birthday ESS


MSS

People Profile View department ESS


MSS
Worker

People Profile View division ESS


MSS
Worker

People Profile View direct manager ESS


Worker

People Profile View display name ESS


MSS
Worker

People Profile View direct reports MSS


Worker

People Profile View email addresses ESS


MSS
Worker

People Profile View hire date ESS


MSS

People Profile View job code ESS


MSS

People Profile View location ESS


MSS
Worker

Joule Capabilities
Joule in SAP SuccessFactors PUBLIC 23
Required Product / Module Use Case Important Notes Best Practice

People Profile View peers ESS


Worker

People Profile View pronouns ESS


MSS
Worker

People Profile View phone number ESS


MSS
Worker

People Profile View team's hire dates MSS

People Profile View title ESS


MSS
Worker

People Profile View timezone ESS


MSS
Worker

Platform View worker Worker

Time Tracking Clock in clock out ESS

Parent topic: Conversational Patterns [page 15]

Related Information

Navigational Use Cases [page 24]

5.2.2 Navigational Use Cases

Learn about the use cases that are supported in the navigational pattern.

Required Product / Module Use Case Best Practice

360 Reviews View 360 reviews forms ESS


MSS
Worker

Joule Capabilities
24 PUBLIC Joule in SAP SuccessFactors
Required Product / Module Use Case Best Practice

Career Development View development goals ESS


MSS

Career Development Create development goals ESS


MSS

Career Development Edit development goals ESS


MSS

Career Development Delete development goals ESS


MSS

Career Development Add learning activities to development ESS


goals MSS

Career Development Sign up for mentoring programs ESS

Career Development View mentoring activities ESS

Career Development Edit mentoring activities ESS

Continuous Performance Management View continuous feedback ESS

Compensation View award balance ESS

Compensation View compensation forms MSS

Employee Central View employment information ESS

Employee Central View compensation information ESS

Employee Central Create time off ESS

Employee Central View time off instructions ESS

Employee Central View time sheet ESS


MSS

Employee Central View team absence calendar MSS

Goal Management View performance goals ESS


MSS

Goal Management Create performance goals ESS


MSS

Goal Management Edit performance goals ESS


MSS

Goal Management Delete performance goals ESS


MSS

Goal Management Cascade goals MSS

Goal Management Create team goals MSS

Goal Management Assign team goals MSS

Performance Management Assess team performance MSS

Joule Capabilities
Joule in SAP SuccessFactors PUBLIC 25
Required Product / Module Use Case Best Practice

Platform View org chart ESS


MSS
Worker

Platform Go to home page ESS

Recruiting View job alerts ESS

Recruiting View saved jobs ESS

Recruiting View saved applications ESS

Recruiting View job applications ESS

Recruiting View my candidate profile ESS

Recruiting View career opportunities ESS

Succession Planning Go to Position Tile ESS

Succession Planning Go to Talent Search ESS

Succession Planning View succession org chart ESS


MSS
Worker

Succession Planning View succession lineage chart ESS


MSS
Worker

Succession Planning View performance-potential matrix grid MSS


report

Succession Planning View how vs. what matrix grid report MSS

Parent topic: Conversational Patterns [page 15]

Related Information

Transactional Use Cases [page 16]

Joule Capabilities
26 PUBLIC Joule in SAP SuccessFactors
6 Joule in SAP S/4HANA Cloud Private
Edition

Learn about Joule capabilities available in SAP S/4HANA Cloud Private Edition.

Joule offers a navigational pattern to help users find the functionality they are looking for. It is especially useful
to new or occasional users without prior knowledge of individual SAP Fiori apps.

The navigational pattern can help you complete your goals by navigating you to the relevant SAP Fiori app and
letting you work directly in the app's web UI, where you can take advantage of all its features.

Related Information

What's New for Joule [page 3]


About This Document [page 10]
Features of Joule [page 11]
Glossary [page 13]
Joule in SAP SuccessFactors [page 14]

6.1 Navigational Use Cases

Joule covers navigation to selected SAP Fiori apps in Procurement, Finance, Sales, and Service Management.

SAP Fiori Launchpad Users can type requests into Joule. Joule is able to identify and propose SAP Fiori
apps that are most suitable for the requested task. Users can then choose a specific app and open it
directly to proceed further. Navigation is enabled for core apps for Procurement, Finance, Sales, and Service
Management.

Joule Capabilities
Joule in SAP S/4HANA Cloud Private Edition PUBLIC 27
 Example

In Procurement, Launchpad users with the role SAP_BR_PURCHASER assigned can use Joule to support
their daily work, e.g., by utilizing requests like the following examples:

Example Requests Fiori Apps

"Create a purchase order" Manage Purchase Orders

"I want to create a pur order for material AB0123" Monitor Purchase Order Items

"Add an item to purchase order 012345678" Purchase Order Items by Account Assignment

"Upload a supplier invoice" Monitor Purchase Order Down Payments

"Are there any pos pending approval?" Mass Changes to Purchase Orders

"Show goods receipt"

Prerequisites

To be able to access the SAP Fiori apps proposed by Joule, users need to have the business roles required to
use the apps assigned. The business roles relevant to the current scope of Joule are listed in the table below.

For further information on SAP Fiori apps and the corresponding business roles, see SAP Fiori Apps Reference
Library.

Area Business Role

Procurement SAP_BR_AP_ACCOUNTANT_PROCUREMT

SAP_BR_BUYER

SAP_BR_CASH_MANAGER

SAP_BR_CASH_SPECIALIST

SAP_BR_CENTRAL_PURCHASER

SAP_BR_EMPLOYEE

SAP_BR_EMPLOYEE_PROCUREMENT

SAP_BR_GL_ACCOUNTANT

SAP_BR_INVENTORY_MANAGER

SAP_BR_PURCHASER

SAP_BR_WAREHOUSE_CLERK

Finance SAP_BR_AA_ACCOUNTANT

SAP_BR_ADMINISTRATOR_GRP

SAP_BR_ADMIN_APR_FICA

SAP_BR_AP_ACCOUNTANT

SAP_BR_AP_ACCOUNTANT_PROCUREMT

SAP_BR_AP_MANAGER

Joule Capabilities
28 PUBLIC Joule in SAP S/4HANA Cloud Private Edition
Area Business Role

SAP_BR_AR_ACCOUNTANT

SAP_BR_BUDGET_RESPONSIBLE

SAP_BR_BUDGET_SPECIALIST

SAP_BR_CASH_MANAGER

SAP_BR_CASH_SPECIALIST

SAP_BR_CASH_SPECIALIST_US

SAP_BR_CREDIT_CONTROLLER

SAP_BR_DIVISION_ACCOUNTANT

SAP_BR_EXTERNAL_AUDITOR

SAP_BR_EXTERNAL_AUDITOR_GRP

SAP_BR_GL_ACCOUNTANT

SAP_BR_GL_ACCOUNTANT_GRP

SAP_BR_GRANT_RESPONSIBLE

SAP_BR_GRANT_SPECIALIST

SAP_BR_GRP_ACCOUNTANT

SAP_BR_INVENTORY_ACCOUNTANT

SAP_BR_OVERHEAD_ACCOUNTANT

SAP_BR_PROJ_FIN_CONTROLLER

SAP_BR_RECON_ACCOUNTANT

SAP_BR_SALES_ACCOUNTANT

SAP_BR_TAX_ACCOUNTANT_CIT

SAP_BR_TREASURY_SPECIALIST_BOE

SAP_BR_TREASURY_SPECIALIST_FOE

SAP_BR_TREASURY_SPECIALIST_MOE

Sales SAP_BR_ADMINISTRATOR_RFM

SAP_BR_BILLING_CLERK

SAP_BR_INTERNAL_SALES_REP

SAP_BR_OPERATION_CLERK_ACM

SAP_BR_PRICING_SPECIALIS

SAP_BR_PROD_CONF_MODELR_SOM

SAP_BR_RETURNS_REFUND_CLERK

SAP_BR_SALES_MANAGER

SAP_BR_SETTLEMENT_CLERK_ACM

SAP_BR_TRANSPRT_MNGR_LMD

Joule Capabilities
Joule in SAP S/4HANA Cloud Private Edition PUBLIC 29
Area Business Role

Service Management SAP_BR_CUST_SRVC_MGR_REPA

SAP_BR_CUST_SRVC_REP_REPA

SAP_BR_CUST_SRVC_TEC_REPA

SAP_BR_CUSTOMER_SERVICE_MGR

SAP_BR_INTRNAL_SALESREP_SOM

SAP_BR_PROD_CONF_MODELR_SOM

SAP_BR_RETURNS_REFUND_CLERK

SAP_BR_SALES_ACCOUNTANT

SAP_BR_SERV_REP_T

SAP_BR_SERVICE_PLANNER

Joule Capabilities
30 PUBLIC Joule in SAP S/4HANA Cloud Private Edition
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Joule Capabilities
Important Disclaimers and Legal Information PUBLIC 31
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