SAP SuccessFactors Foundation - Technical and Functional Specifications
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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 CENTER ............................................................................................................................................ 9 TABLE .............................................................................................................................................................. 9 CANVAS ........................................................................................................................................................... 9 TILES AND DASHBOARDS............................................................................................................................ 10 STORY ............................................................................................................................................................ 10 EXTENSION FRAMEWORKS ......................................................................................................................... 11 EXTENSION CENTER .................................................................................................................................... 11 RULES ENGINE .............................................................................................................................................. 11 INSTANCE MANAGEMENT ............................................................................................................................ 12 INSTANCE REFRESH .................................................................................................................................... 12 INSTANCE SYNC ........................................................................................................................................... 12 SOCIAL COLLABORATION WITH SAP JAM ................................................................................................. 13 ADMINISTRATOR TRAINING ......................................................................................................................... 13 TRADEMARK INFORMATION ........................................................................................................................ 13 DISCLAIMER .................................................................................................................................................. 14 www.sap.com/contactsap © 2020 SAP SE or an SAP affiliate company. 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This specifications document describes key features and functionalities of SAP
SuccessFactors Foundation, as of the Q4 2020 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
3INTELLIGENT SERVICES
ACTIVITIES
Key Feature Description
Events Events are changes that occur within the SAP SuccessFactors
HXM Suite. Any SAP SuccessFactors solution can raise events.
Publisher A publisher is the SAP SuccessFactors application where job or
employee changes are initiated.
Subscriber 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
Notifications
subscribers.
ADMINISTRATION
Key Feature Description
Intelligent Services Center Configure and monitor intelligent services events,
subscribers, and notifications using the Intelligent
Services Center.
External Event Notification Subscriptions Configure external or third-party subscribers to receive
notifications for intelligent services events.
Event Notification Subscription Audit Log Monitor the status of external event notifications and view
details about each notification using different filter options.
INTEGRATION CENTER
Key Feature Description
Integration Center Users without any technical knowledge can create simple
integrations. Integrations can be created by using simple
guided workflows, as made available.
Trigger Integrations can be triggered by:
• Scheduling
• Intelligent Services
• Application / UI
Outbound Integration Data can be sent from SAP SuccessFactors system to the
following:
• SFTP server
• REST Web Services API
• SOAP Web Services API
4Key Feature Description
Inbound Integration Data can be written into SAP SuccessFactors system
using CSV file.
Data Formats Following file formats are supported: CSV, Simple
Delimited, EDI / Stacked, XML, JSON.
Predefined Templates Standard templates are available as a starting point to
help saving time and effort. Available via the SAP API
HUB.
EMPLOYEE PROFILE
Key Feature Description
Public Profile 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.
Custom Profile Views 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.
Profile Data Import/Export 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.
Employee Profile Reporting Generate improvised reports on employee profile data
using our reporting tools.
Badges Use badges for employee recognition. Users can give and
receive badges that will appear on the recipient’s profile.
Tags 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.
5HOME PAGE
Key Feature Description
Personalized Home Page The SAP SuccessFactors home page the entry point to
the SAP SuccessFactors HXM 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.
To-Dos 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 Home page tiles highlight important information from
across the SAP SuccessFactors HXM 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.
Custom Tiles 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
Key Feature Description
Talent Search 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.
People Search 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.
Employee Quickcard 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.
6Key Feature Description
Action Search Use action search to navigate the SAP SuccessFactors
HXM 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.
Employee Directory Search for and discover others with the employee
directory, which provides advanced search tools to filter
the results.
ORGANIZATIONAL CHART
Key Feature Description
Basic Org Chart 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.
Succession Org Chart (optional) 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.
7JOB PROFILE BUILDER
Key Feature Description
Job Profile Content Management Find, add, and edit the content used to populate job
profiles. Use the competency library and skills library add-
ons to add out-of-the-box, industry-verified content.
Job Profile Template Management 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.
Workflow Workflows assure administrators and management that
job profiles have been thoroughly reviewed before
publishing.
Skill Profile Portlet Users can see the expected skill proficiency levels
required for success in their job. Managers can
transparently rate their staff against those skills.
Employee Acknowledgment 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
Key Feature Description
Upload Content Upload Microsoft PowerPoint or Adobe PDF files to the
SAP SuccessFactors HXM Suite for use in presentations.
Add Live Slides 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 Hotspots are a clickable area on an uploaded static slide,
which opens a hyperlink or displays a talent card with
information about an employee.
Modify Slide Sequence Change the order of slides. Combine slides from multiple
presentations into one. Move slides from one presentation
to another.
Manage Talent Cards Design talent cards that display detailed information about
individuals in the presentations.
Deliver Presentations Display presentations in full-screen mode that blend static
and live content.
8REPORTING
REPORT CENTER
Key Feature Description
Access A “one stop shop” to access and run all report types
(Table, Canvas, Tiles, Dashboards & Stories)
Organization & Management Organize and manage reports across all report types
(Table, Canvas, Tiles, Dashboards & Stories)
Sharing Share reports to individual Users, Groups or Roles
Scheduling and Delivery Schedule reports at specific times.
Security Share important information securely across the
organization.
TABLE
Key Feature Description
Report - Table 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.
Output Formats Ad hoc reports can be output in Adobe PDF, Microsoft
Excel & PowerPoint, or CSV formats.
Scheduling and Delivery Schedule reports to be sent to FTP at specific times.
Security Share important information securely across the
organization with role-based security and permissions.
CANVAS
Key Feature Description
Report - Canvas 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
Output Formats
CSV.
9Key Feature Description
Scheduling and Delivery Schedule reports using the report distributor, to be run
offline or sent to email or to an FTP server.
Security Share important information securely across the
organization with role-based security and permissions.
Standard Report Templates Available via the Customer Community.
TILES AND DASHBOARDS
Key Feature Description
Dashboards Real-time dashboards help managers and HR track
compliance for key talent processes and assess
employee performance.
Tiles 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
Standard Tiles
application.
Drill to Details Drill down to the employee level to review transactional
details, view quick card details about an employee, and
initiate actions from the same place.
Tile Builder Administrators can create their own tiles using a wizard
and set permission to use these tiles.
Filters Filter data so the same tile works for multiple roles – for
example, a manager team view or an HR view.
STORY
Key Feature Description
Story Stories are where data comes to life with powerful data
visualizations. Charts, graphs, tables, and other visual
elements are arranged to tell the story of the business or
organization and help discover insights hidden within
complex data.
Output Formats Adobe PDF, Microsoft Excel, PowerPoint, and CSV.
Scheduling and Delivery Schedule reports at specific times via the Report Center
Available for download from the Report Center, within the
Standard Report Templates
application.
10Key Feature Description
Drill to Details Drill down to the employee level to review transactional
details, hyper link to employee profile and other areas
such as requisitions
Security Share important information securely across the
organization with role-based security and permissions.
EXTENSION FRAMEWORKS
EXTENSION CENTER
Key Feature Description
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 Provides a guided flow across different extension artifacts
like extension objects, business rules, workflows,
extension user interface, permissions etc.
Integrated view for Admin of SAP SuccessFactors Provides administrators with an integrated view of SAP
Extensions and SAP Cloud Platform Extensions SuccessFactors Extensions along with SAP Cloud
Platform installed extensions, their access points (such as
home page tiles), connectivity, and authorization
configurations.
RULES ENGINE
Key Feature Description
Design Business Rules Configuration UI that support Customer to define rules.
Enables Customer to create new rules or maintain or
delete existing rules.
Rule Scenarios “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
11Key Feature Description
events, which are foreseen by the application for such a
use case.
Functions help to define more complex rules that perform
Rule Functions calculations or application-specific tasks on the data
object or field of a rule.
Enables administrator Users to define a rule trace, to
Business Rules Execution Log trace what has been done by a rule during rule execution
to analyze errors or unexpected behavior.
INSTANCE MANAGEMENT
INSTANCE REFRESH
Key Feature Description
Refresh Schedule a refresh to copy data and configurations
from a source instance to a target instance, without
impacting integrations set up in the target instance.
A submitted refresh request can be canceled before
its scheduled date.
Monitoring Check the status of a submitted refresh. Monitor the
progress of the refresh through each step. An email
notification is also sent for every status change.
Download the log file to fix errors or warnings in
your submitted refresh.
Data Anonymization Personal data fields are anonymized so that the
user whose data is being refreshed remains
unrecognized.
INSTANCE SYNC
Key Feature Description
Synchronization Select the required configuration and/or data that
you want to copy them from a source instance to a
target instance.
Reusable Sync Packages Sync packages enable you to reuse sync jobs, so
you don’t have to create them from scratch each
time. Save, edit, and reuse sync packages to
streamline your instance management process.
12Key Feature Description
Test Sync A test sync enables you to troubleshoot potential
errors before anything is copied from one instance
to another. If your test is successful, you know you
can go ahead with a true sync from the source to
the target.
Monitor Sync Jobs Check the status of submitted sync jobs and view
details about each job. Job details enable you to
track changes and troubleshoot errors. Download
a report with details about the sync job.
Comparing Data Models Compare data models between the source instance
and the target instance, so you can identify
discrepancies that might cause an error. Download
the data model XML file for the source and target
instances, prior to running your sync.
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.
TRADEMARK INFORMATION
• Adobe® PDF is a registered trademark of Adobe Systems Incorporated
• iOS®, iPhone® and iPad® are registered trademarks of Apple, Inc.
13• 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.
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