SAP SuccessFactors Foundation Technical and Functional Specifications CUSTOMER
TABLE OF CONTENTS KEY FEATURES AND FUNCTIONALITIES... 3 INTELLIGENT SERVICES... 4 Activities... 4 Administration... 4 INTEGRATION CENTER... 4 EMPLOYEE PROFILE... 5 HOME PAGE... 6 SEARCH... 6 ORGANIZATIONAL CHART... 7 JOB PROFILE BUILDER... 8 PRESENTATIONS... 8 REPORTING... 9 Report - Table... 9 Report - Canvas... 9 Tiles and Dashboards... 10 EXTENSION FRAMEWORKS... 10 Extension Center... 10 Rules Engine... 11 SOCIAL COLLABORATION WITH SAP JAM... 11 ADMINISTRATOR TRAINING... 11 TRADEMARK INFORMATION... 12 DISCLAIMER... 12 www.sap.com/contactsap 2017 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or 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/or platform 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. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See http://www.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.
This specifications document describes key features and functionalities of SAP SuccessFactors Foundation, as of the Q4 2017 Release. KEY FEATURES AND FUNCTIONALITIES Intelligent Services Activities Administration Integration Center Employee Profile Home Page Organizational Chart Search Job Profile Builder Presentations Reporting Report - Table Report - Canvas Tiles and Dashboards Extension Frameworks Extension Center Rules Engine Social Collaboration with SAP Jam Administrator Training 3
INTELLIGENT SERVICES Activities Events Publisher Subscriber Notifications Events are changes that occur within the SAP SuccessFactors HCM suite. Any SAP SuccessFactors solution can raise events. A publisher is the SAP SuccessFactors application where job or employee changes are initiated. A subscriber can either be an SAP SuccessFactors solution or a third-party application that is set up to receive notifications for events. A notification is a call to action, to individual Users or to subscribers. Administration Intelligent Services Center External Event Notification Subscriptions Event Notification Subscription Audit Log Configure and monitor intelligent services events, subscribers, and notifications using the Intelligent Services Center. Configure external or third-party subscribers to receive notifications for intelligent services events. Monitor the status of external event notifications and view details about each notification using different filter options. INTEGRATION CENTER Integration Center Trigger Outbound Integration Users without any technical knowledge can create simple integrations. Integrations can be created by using simple guided workflows, as made available. Integrations can be triggered by: Scheduling Intelligent Services Application / UI Data can be sent from SAP SuccessFactors system to the following: SFTP server REST Web Services API SOAP Web Services API 4
Inbound Integration Data Formats Predefined Templates Data can be written into SAP SuccessFactors system using CSV file. Following file formats are supported: CSV, Simple Delimited, EDI / Stacked, XML, JSON. Standard templates are available as a starting point to help saving time and effort. Available via the SAP API HUB. EMPLOYEE PROFILE Public Profile Custom Profile Views Profile Data Import/Export Employee Profile Reporting Badges Tags View a public snapshot view of a User, displaying basic details like profile photo, contact information, local time, position, and other public information about the User. Create different custom views for use in different business processes. Configure what information is displayed in each view and control who has permission to see it. For example, a talent profile might show the employee's past work experience, skills and competencies, or education. A talent scorecard could display past performance ratings or development goals. Import and export profile data in CSV format. Use the CSV file to synchronize Employee Profile with an external HRIS or other third-party system. Generate improvised reports on employee profile data using our reporting tools. Use badges for employee recognition. Users can give and receive badges that will appear on the recipient s profile. Use tags to enable Users to make themselves more discoverable in the organization. They can add tags to their profile, such as expertise, responsibilities, interests, and hobbies that other Users can search and find in the employee directory. 5
HOME PAGE Personalized Home Page To-Dos Home Page Tiles Custom Tiles The SAP SuccessFactors home page the entry point to the SAP SuccessFactors HCM Suite. It is the default landing page and the first thing most Users see after logging in. Administrators can configure the default home page for their company and individual Users can personalize their home page to suit their specific needs. The home page includes a personal to-do list, displaying an employee s assigned tasks and required actions, from any part of the SAP SuccessFactors application. See when each task is due and how many days are left to complete it. Take action on any to-do directly from the home page. Home page tiles highlight important information from across the SAP SuccessFactors HCM Suite, including SAP SuccessFactors Employee Central, SAP SuccessFactors Learning, SAP SuccessFactors Workforce Analytics, and SAP Jam. Use home page tiles to take action directly from the home page. Administrators can select and arrange tiles on the default home page. Administrators can create custom tiles and add them to the home page. Use the built-in rich text editor or enter standard HTML to create a custom tile. Define the target audience and active dates for each custom tile. SEARCH Talent Search People Search Employee Quickcard Search for talent in the organization using talent search. Find people based on advanced criteria such as education or work history, performance, and competency ratings, to identify Users with those criteria. Find people in the organization using the people search. Search by first, middle, or last name, or by username. Users of SAP SuccessFactors Employee Central can also search by localized alternate names. From search results, open anyone's employee quickcard or link to the employee directory for more advanced search options. View basic User information on the employee quickcard, such as name, title, contact information, and photo. Link from the quickcard to the employee profile and to other information related to the employee, such as talent management forms. Open the quickcard, in context, from many places throughout the SAP SuccessFactors application where a person is mentioned, from the people search results or from the org chart. 6
Action Search Employee Directory Use action search to navigate the SAP SuccessFactors HCM Suite. Search for dozens of common actions directly from the global search box and take action directly from search results. Administrators can configure and optimize action search by adding search terms and editing display labels or by adding custom actions. Search for and discover others with the employee directory, which provides advanced search tools to filter the results. ORGANIZATIONAL CHART Basic Org Chart Succession Org Chart (optional) Use the org chart to browse the organization and understand department structure and reporting relationships. Find people in the organization and discover more about them using the employee quickcard. See information about a person s alternate managers, either direct or matrix. The succession org chart is a configurable organizational chart showing talent planning information. It can also be based on a position hierarchy, including vacant ( TBH ) positions. * Position Org Chart (optional) The position org chart is a graphical representation of positions in the organization, who occupies them, and how they relate to other positions, whether those are higher-level positions, lower-level positions, or peer positions. Create positions and position requisitions there. ** *Please note: The Succession Org Chart requires subscriptions to SAP SuccessFactors Succession and Development. ** Please note: The Position Org Chart requires subscriptions to SAP SuccessFactors Employee Central. 7
JOB PROFILE BUILDER Job Profile Content Management Job Profile Template Management Workflow Skill Profile Portlet Employee Acknowledgment Find, add, and edit the content used to populate job profiles. Use the competency library and skills library addons to add out-of-the-box, industry-verified content. Use job profile templates and easy-to-use rich text editing (RTE) capabilities to create a consistent look-and-feel for job profiles across job families. Workflows assure administrators and management that job profiles have been thoroughly reviewed before publishing. Users can see the expected skill proficiency levels required for success in their job. Managers can transparently rate their staff against those skills. Meet compliance needs by ensuring employee acknowledgement of changes. Administrators can automatically notify Users of changes to their job profile and give them the ability to easily view and acknowledge these changes. Additionally, administrators can report on the status of these acknowledgment requests. PRESENTATIONS Upload Content Add Live Slides Hotspots Modify Slide Sequence Manage Talent Cards Deliver Presentations Upload Microsoft PowerPoint or Adobe PDF files to the SAP SuccessFactors HCM Suite for use in presentations. Live slides display dynamic live content within the presentations, such as organizational charts, succession plans and compensation details. Select from a range of generally available live slides displaying data from SAP SuccessFactors solutions. Hotspots are a clickable area on an uploaded static slide, which opens a hyperlink or displays a talent card with information about an employee. Change the order of slides. Combine slides from multiple presentations into one. Move slides from one presentation to another. Design talent cards that display detailed information about individuals in the presentations. Display presentations in full-screen mode that blend static and live content. 8
REPORTING Report - Table Report - Table Output Formats Scheduling and Delivery Security Use a flexible transactional report creation tool to pick fields, apply filters, grouping and the like, to build tables of information that leverage real-time transactional data. Run reports in real time or on a schedule. Ad hoc reports can be output in Adobe PDF, Microsoft Excel & PowerPoint, or CSV formats. Schedule reports to be sent to FTP at specific times. Share important information securely across the organization with role-based security and permissions. Report - Canvas Report - Canvas Output Formats Scheduling and Delivery Security Standard Report Templates The Report - Canvas is a drag-and-drop reporting tool used to design formatted, multi-page, presentation-ready reports on live data. Data can be displayed as transactional lists or pivot tables and charts. Create custom calculated columns to concatenate fields, mathematical expressions, if/then/else statements and substrings. Adobe PDF, Microsoft Excel, PowerPoint, & Word, and CSV. Schedule reports using the report distributor, to be run offline or sent to email or to an FTP server. Share important information securely across the organization with role-based security and permissions. Available via the Customer Community. 9
Tiles and Dashboards Dashboards Tiles Standard Tiles Drill to Details Tile Builder Filters Real-time dashboards help managers and HR track compliance for key talent processes and assess employee performance. Information is presented on charts in a tile, which can be pushed to the home page. Available for download from the success store, within the application. Drill down to the employee level to review transactional details, view quick card details about an employee, and initiate actions from the same place. Administrators can create their own tiles using a wizard and set permission to use these tiles. Filter data so the same tile works for multiple roles for example, a manager team view or an HR view. EXTENSION FRAMEWORKS Extension Center Extension Center Extension Center can be used to build new applications that extend the SAP SuccessFactors solution or to modify out-of-the-box SAP SuccessFactors applications built on the extension center platform (also known as Metadata Framework or MDF). Extension Center allows administrators to create and manage new SAP SuccessFactors Extensions through configuration, without any coding. SAP SuccessFactors Extensions are custom applications configured to process employee-centric business needs. Customer can also use Extension Center to complete admin tasks for SAP Cloud Platform extensions. Guided flow to build and edit extensions Integrated view for Admin of SAP SuccessFactors Extensions and SAP Cloud Platform Extensions Provides a guided flow across different extension artifacts like extension objects, business rules, workflows, extension user interface, permissions etc. Provides administrators with an integrated view of SAP SuccessFactors Extensions along with SAP Cloud Platform installed extensions, their access points (such as home page tiles), connectivity, and authorization configurations. 10
Rules Engine Design Business Rules Rule Scenarios Rule Functions Business Rules Execution Log Configuration UI that support Customer to define rules. Enables Customer to create new rules or maintain or delete existing rules. Templates that support Customer in defining rules for certain use cases within a special module (e.g. Scenario to create Absence Validation Rules for Time Management module). A scenario delivers necessary parameters and events, which are foreseen by the application for such a use case. Functions help to define more complex rules that perform calculations or application-specific tasks on the data object or field of a rule. Enables administrator Users to define a rule trace, to trace what has been done by a rule during rule execution to analyze errors or unexpected behavior. SOCIAL COLLABORATION WITH SAP JAM SAP Jam delivers social collaboration, connecting people with information, applications, and processes to help solve business-critical problems and drive results, on the Web or on a mobile device. For further information, please refer to the SAP Jam Collaboration, basic edition specification document. ADMINISTRATOR TRAINING SAP SuccessFactors Foundation includes a ticket to the Administrator training series. This includes asynchronous, web-based training content designed to train administrators on how to use the SAP SuccessFactors administration tools. The training currently includes courses on Introduction to Administration, Performance and Goals, 360 Reviews, Calibration, Learning, Recruiting Management, Recruiting Marketing, Succession and Development, Employee Central, Compensation, Variable Pay, SAP Jam, Onboarding, Workforce Analytics, Workforce Planning, and Reporting. (This list is subject to change at SAP s sole discretion.) For further details see the Training section of the SAP SuccessFactors Customer Community. Please note: The public VLC Learning Working Smarter series, Learning Report Designer, and other public VLC Administrator training classes are not included in the SAP SuccessFactors Foundation Administrator Training series. SAP retains the right to change, at any time in its sole discretion, the Cloud Service as set forth in the Agreement between SAP and Customer. 11
TRADEMARK INFORMATION Adobe PDF is a registered trademark of Adobe Systems Incorporated ios, iphone and ipad are registered trademarks of Apple, Inc. Android is a registered trademark of Google, Inc. Excel, PowerPoint, and Word are registered trademarks of Microsoft, Inc. DISCLAIMER SAP retains the right to change, at any time in its sole discretion, the Cloud Service as set forth in the Agreement between SAP and Customer. 12