SuccessFactors 2021 H1 Release Highlights - Learning and Succession Planning - HR Path

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SuccessFactors 2021 H1 Release Highlights - Learning and Succession Planning - HR Path
SuccessFactors 2021 H1 Release
          Highlights

   Learning and Succession Planning

                                      May 2021
SuccessFactors 2021 H1 Release Highlights - Learning and Succession Planning - HR Path
Presenters

               Carlos Russo                    Kate Cieplik

             Senior Consultant               Senior Consultant
                      HR Path                         HR Path

                            © 2021 HR Path                       2
SuccessFactors 2021 H1 Release Highlights - Learning and Succession Planning - HR Path
Agenda

         • HR Path: The Group

         • The Advise to Run Process

         • Release Highlight on LMS

         • Release Highlights on CDP

         • Questions & Answers

                 © 2021 HR Path
SuccessFactors 2021 H1 Release Highlights - Learning and Succession Planning - HR Path
HR Path: The global HR leader

           Strategy
                                                                     210
                                                            165
                                                 130
                                                 FY 2020   E 2021   E 2022

                                                 1,000 employees
                                                                      millions

                                                 1,300 clients
                                                 85% of the SBF 120

                                                 20 years of experience

                                © 2021 HR Path                                   4
SuccessFactors 2021 H1 Release Highlights - Learning and Succession Planning - HR Path
HR Path: A global and local leader

Offices

                                   © 2021 HR Path   5
SuccessFactors 2021 H1 Release Highlights - Learning and Succession Planning - HR Path
Our values

A mutual commitment   The freedom to succeed      The exchange of knowledge
• Autonomy            • Entrepreneurship          • Expertise
• Trust               • Diversity                 • Recognition
• Responsibility      • Innovation                • Friendliness

                                 © 2021 HR Path                               6
SuccessFactors 2021 H1 Release Highlights - Learning and Succession Planning - HR Path
Partnership between SAP and HR Path

       A solid relationship                 Our SAP certifications              Excellent customer service

•   Partners since 2005 and           •   Channel Partner                   •   Guaranteed results
    renewed again in 2010             •   Service Partner SAP               •   Reduced costs & rapid-
•   Dedicated to HR Technology,       •   SAP HCM Cloud SuccessFactors          deployment of project
    strategy and delivery services        Reselling Partner (VAR)           •   Customized solutions tailored to
•   Global experience                 •   SAP HCM, Complete                     your needs
•   Local legislative expertise and       SuccessFactors suite, including   •   Fast, affordable and high-
    knowledge                             Employee Central Payroll –            quality
•   Leading SAP HCM &                     Partner (PMC/BPO)                 •   Work with a Certified SAP Gold
    SuccessFactors consulting firm    •   Certified SAP Gold Partner in         Partner
•   Education Services Engagement         Canada, US, France and other
•   Reseller in France, Canada,           countries
    USA, Australia, Indonesia,        •   SuccessFactors RDS Certified
    Singapore, Mexico, Belgium,           Partner
    Switzerland                       •   Partner Center of Expertise
                                          (PCOE)

                                                     © 2021 HR Path                                                7
SuccessFactors 2021 H1 Release Highlights - Learning and Succession Planning - HR Path
Our Breadth of SuccessFactors Capabilities

                                               Benefits & Wellness
                                                  19 certified
                                                   18 clients
                    Core HR                                                         Learning
                 72 certified                                                       21 certified
                  180 clients                                                       25 clients

       People Analytics                                                                 Onboarding
           19 certified                                                                 23 certified
             18 clients                                                                 20 clients

   Payroll & Compensation                                                             Time & Attendance
               27 certified                                                           18 certified
                 25 clients                                                           47 clients

                   Collaboration                                              Performance & Goals
                    52 certified                                              25 certified
                     180 clients                                              70 clients

                  Succession & Development                           Recruiting
                                20 certified                         26 certified
                                  17 clients                         50 clients

                                                   ©2021 HR Path
SuccessFactors 2021 H1 Release Highlights - Learning and Succession Planning - HR Path
Leading SuccessFactors Partner recommended by Raven Intel

                                                • Highest ranking of SAP
                                                  SuccessFactors partners,
                                                  independently verified by
                                                  Raven Intel
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                               © 2021 HR Path
SuccessFactors 2021 H1 Release Highlights - Learning and Succession Planning - HR Path
SuccessFactors 2021 H1 Release
          Highlights

    Learning Management System
WHAT IS IT?

                    11
   © HR Path 2021
What is it?

• This presentation is meant to provide a more detailed description of the new
  functionalities in Learning as determined by HR Path and its employees. This is not an
  exhaustive review that is specific to any one customer or implementation. The
  expectation is that this will help facilitate the client review process to determine
  what features should be considered.

• This presentation is available for the following segments:
    • Home page

    • Manage users

    • Learning Activities

    • System Administration

                                       © HR Path 2021
Overview

                   13
  © HR Path 2021
Overview

• Important Changes
   • Assignment Profile Enhancements

   • Content Security Policy Header Support

   • Curricula Jobs Scheduling

   • Item Connector Support for Assessments

   • Migrate Legacy Exams to Assessments

   • New Session Timeout Behavior in SAP SuccessFactors Learning

   • Right-to-Left Support in SAP SuccessFactors Learning Administration

   • Select the Item Classification While Creating New Items

                                         © HR Path 2021
Overview

• Important Changes
   • Support for Display Locale ID

   • Updated Processing Logic for User Connector

   • Viewing Items Associated to Assessments from the Assessments Menu

• New Functionalities
   • Enhanced Course Home for Instructor-Led with Online Content Courses

   • Stories in People Analytics for SAP SuccessFactors Learning

   • Additional Language Support for Personalized Recommendations

                                         © HR Path 2021
Overview

• Deprecated Features
   • Removal of Certain Permissions for Legacy Exams and Future Association to Items

                                        © HR Path 2021
Important changes

                       17
      © HR Path 2021
Assignment Profile Enhancements

   • In the new admin UI, we no longer support adding or viewing 2000 or more attribute
     values for performance reasons.

   • Modifying a rule with more than 2000 values will remove values after 2000.

   • We now support adding comma-separated values and line breaks.

   • This feature allows admins to enter values in carriage return, which the system
     validates and tokenizes to remove values that are empty or duplicates.

                                         © HR Path 2021
Content Security Policy Header Support

    • All outgoing network page responses in
      Learning now contain a content security policy
      header.

    • If the new content security policy header
      causes desired items to be blocked, you can
      navigate      to     System       Administration
      Configuration    System Configuration       Web
      Security to exclude file types from the security
      policy.

    • Content security policy header support is
      required for secure application functionality.

                                           © HR Path 2021
Curricula Jobs Scheduling

• Curricula jobs run independent of the onlineOperationMaxRecordsCount configuration and are
  now system-controlled.

• All other jobs continue to be governed by the onlineOperationMaxRecordsCount configuration.

• This change improves the system performance with optimum usage of resources.

                                         © HR Path 2021
Item Connector Support for Assessments

    • The Item Connector supports association of assessment exams and quizzes to items.

    • The Item Connector Module Type field now contains the following option: Assessment
      (Exam and quiz).

    • We wanted customers to be able to associate several exams and quizzes to items in a
      single action. This functionality helps with the transition from the Plateau Question Editor
      (PQE) to the assessment module.

                                          © HR Path 2021
Migrate Legacy Exams to Assessments

• You can now export legacy (PQE) exams to a Microsoft
  Excel template, which you can then import as learning
  assessments. You may export and import multiple
  exams at once using the same template. The exams
  appear as assessments in the locale that you choose
  during export.

• We wanted customers to be able to convert their legacy
  (PQE) exams into learning assessments. Support for PQE
  exams and questions is ending on November 20th, 2021.

                                          © HR Path 2021
New Session Timeout Behavior in SAP SuccessFactors Learning

    • The timeout behavior for SAP SuccessFactors Learning HTTP sessions have been modified
      for Learning administrators.

    • The timeout limit in SAP SuccessFactors Learning Administration UI has been changed to
      ensure a consistent timeout behavior between SAP SuccessFactors Learning and SAP
      SuccessFactors platform.

                                         © HR Path 2021
Right-to-Left Support in SAP SuccessFactors Learning Administration

    • SAP SuccessFactors Learning Administration UI now offers Right-to-Left (RTL) support for
      languages with RTL writing systems.

    • Enabling RTL language support in SAP SuccessFactors Learning allows the application to be
      adopted by a wider range of customers.

                                            © HR Path 2021
Select the Item Classification While Creating New Items

    • You can now select an item classification when you create a new item.

    • The following classifications are available:

        • Online

        • Instructor-led

        • Instructor-led with online content

        • Other

                                           © HR Path 2021
Support for Display Locale ID

• You can now define a Display Locale ID on the Locale page to display a different locale value in
  the application. The Internal Locale ID remains unchanged and continues to be used for Data
  Import, Connector, and API tasks.

• We wanted customers to be able to define a locale display value in the application.

                                           © HR Path 2021
Updated Processing Logic for User Connector

    • During the User Connector processing, if the user record has changes only to the Manager,
      then such records aren’t considered for processing. In such cases, the Manager changes are
      carried out as part of Manager post processing.

    • There’s an additional row for Managers in the User Connector run report to give a count of
      the Manager changes. Previously, even if the only change for the user record was a
      Manager change, it was considered as a user record change.

    • This enhancement streamlines the process and improves system performance with
      optimum usage of resources.

                                          © HR Path 2021
Viewing Items Associated to Assessments from the Assessments Menu

    • We added the Item Usage menu item on the
     Assessments page so you can see the items associated
     with an assessment.

    • We wanted customers to quickly see what items are
     associated to a particular assessment.

                                         © HR Path 2021
New functionalities

                        29
       © HR Path 2021
Enhanced Course Home for Instructor-Led with Online Content Courses

    We added functionality to the Course Home feature for instructor-led with online content
    (blended) courses.
    • We added support for the following functionality:
    • For classes:
         • Withdraw from class registration
         • Request a class
• For items:
    • Take the online version of a course, including approvals and finance for the online course, when the course is
      configured to give users a choice between instructor-led or online

    • Recommend a course or remove a course from your learning plan while viewing an item

    • View assignments

    • View associations

    • View goals

    • Print a certificate for a course upon completion
                                               © HR Path 2021
Enhanced Course Home for Instructor-Led with Online Content Courses

• For items:
    • Rate a course upon completion
    • Apply an e-signature (with or without approvals) to multiple history records at one time

• For online content:
    • Launch and complete assessments inline with the online course player (Web only)
    • Launch the online content portion of the course in a new browser for AICC, SCORM, or documents, based on
      configuration
    • Warn users when they attempt to launch an old revision of the online content when they should be taking
      the current revision
    • Review and retake content before the online content portion of the course is complete
    • Apply an e-signature (with or without approvals) upon completion, with the option to select additional
      history records for verification at the same time
    • Take a survey upon completion of online content portion of the course, both required and optional
    • Review online content from history after the course is complete for all content launch types

                                               © HR Path 2021
Stories in People Analytics for SAP SuccessFactors Learning

    • Learning schemas are now available in Stories in People Analytics.

    • As a report designer, you can create, access, and share Learning stories in People Analytics for
      generating custom Learning reports. You can also have the data of SAP SuccessFactors Learning
      and other modules side-by-side in the same story and link them to apply common filters on
      them.

    Note: This feature will not be available for Preview.

    • Extending the capabilities of Stories in People Analytics to Learning improves the experience of
      creating Learning reports by making the process intuitive, easy, and technically simple.

    • This feature is going to be rolled out to the customers in a phased manner starting late June,
      2021.

                                           © HR Path 2021
Additional Language Support for Personalized Recommendations

    Personalized Recommendations in SAP SuccessFactors Learning now supports additional
    languages.

• The newly supported languages are:

    • Arabic

    • Simplified Chinese

    • Hebrew

    • Hindi

    • Vietnamese

    • Thai

                                        © HR Path 2021
Deprecated Features

                        34
       © HR Path 2021
Removal of Certain Permissions for Legacy Exams and Future Association
to Items
    • The permissions that let you create exams and questions in the Plateau Question Editor (PQE)
      were removed. Also, the ability for administrators to associate these legacy exams to items.

    • Support for PQE exams and questions is ending in 2H 2021. You must migrate to the new Learning
      Assessments functionality using an Export/Import template that we’re providing with the 1H
      2021 release.

    • The following permissions are no longer available:
        • Add Exam Object (Legacy)

        • Copy Exam Object (Legacy)

        • Add Question

        • Copy Question

    • The Edit action for legacy exams on the Item Usage page is no longer available.

                                          © HR Path 2021
Thanks for your attention

Carlos Russo                                 Follow us on Social Media!
SuccessFactors Consultant

Carlos.russo@hr-path.com
+52 55 7688 9959

                            © 2021 HR Path
SuccessFactors 2021 H1 Release
          Highlights

Career Development and Succession Planning
WHAT IS IT?

   © HR Path 2021
What is it?

• This presentation is meant to provide a more detailed description of the new functionalities in
  Succession and Development Module as determined by HR Path and its employees.
  This is not an exhaustive review that is specific to any one customer or implementation.
  The expectation is that this will help facilitate the client review process to determine what features
  should be considered.

• This presentation is available for the following segments:

    • Learning
    • Onboarding 2.0
    • Platform
    • Recruiting
    • Performance and Goals
    • Compensation and Variable Pay
    • HR Core
    • Analytics

                                           © HR Path 2021
Succession Planning

       © HR Path 2021
Overview

  © HR Path 2021
Overview

• Nominations
   • Form based nomination functionality retired
   • Nomination history visible on talent card
   • Previous and current nomination notes visible

• Talent Cards

   • Edit information directly on talent card

• Other Updates

   • Hide pending talent pool nominations in people profile and talent card

   • Succession reports are now available for download in report center

                                                 © HR Path 2021
Important Changes & New
     Functionalities

         © HR Path 2021
Retirement – Form Based Nominations

• What is it?

    • The form-based nomination option will be deleted as of May 21, 2021.

    • The process was considered heavy and cumbersome, because it requires configuration of PM
      forms.

• Prerequisites

    • Universal

                                         © HR Path 2021
Edit Information on Talent Card

• What is it?

    • HR and managers can now edit talent information (risk of loss, impact of loss, etc.) and
      background elements (education, career goals, etc.) directly on the talent card.

    • Previously, this information was view only.

• Prerequisites

    • The changes are Universal

                                           © HR Path 2021
Previous and Current Notes in Position Nomination History

• What is it?

    • Users with proper permission can now view the previous and current notes in the “Nomination
      History” of a position card.

    • Users can track all the historical notes for nominations in a more transparent way.

• Prerequisites

    • The changes are Universal

                                           © HR Path 2021
Previous and Current Notes in Position Nomination History

                                © HR Path 2021
Nomination History in Talent Card and People Profile

• What is it?

    • Users with the proper permission can now view any nomination information changes (including
      notes) for a nominee in the Nominations section of a talent card, and also the Current
      Nominations block on the People Profile.

• Prerequisites

    • Universal

                                          © HR Path 2021
Nomination History in Talent Card and People Profile

                                © HR Path 2021
Other Updates

• Pending talent pool nominations can be hidden in the people profile and talent card (in addition to
  pending successor nominations).

• Succession reports can now be downloaded from My Jobs in Report Center (as well as Calibration and
  Compensation/Variable Pay reports).

                                           © HR Path 2021
Career Development Planning

           © HR Path 2021
Overview

  © HR Path 2021
Overview

• Mentoring
    • Save a Mentoring Program to Complete Signup Later
    • View of Mentor Requests
    • Improved Mentee Signup Experience
    • Qualtrics Surveys for End of Mentoring Relationships
    • Key Questions Required for Signup

• Career Explorer

    • View Recommendation Reasons in Career Explorer

• Learning Activities

    • New OData V4 Service: Learning

                                               © HR Path 2021
Important Changes & New
     Functionalities

         © HR Path 2021
Save a Mentoring Program to Complete Signup Later

• What is it?

    • When signing up for a mentoring program, employees can now save the program and complete
      the signup later.

    • Their answers to the signup questions and uploaded documents are saved; however, the
      mentees’ selections of preferred mentors are not saved.

    • The program remains on the Invitations or Open Enrollment tab and is marked with an icon and
      the “Saved for later” text.
• Prerequisites
    • Universal

                                         © HR Path 2021
Save a Mentoring Program to Complete Signup Later

                               © HR Path 2021
View of Mentor Requests

• What is it?
    • After mentees sign up for a mentoring program, they can view pending and declined mentor requests, check
      reasons for declined requests, and cancel pending requests.

    • In unsupervised and open enrollment programs, the “Your Mentor Requests” is always available.

    • In supervised programs, the section is available only when mentees have selected preferred mentors and the
      matching process hasn’t started.

• Prerequisites
    • Universal

                                              © HR Path 2021
Improved Mentee Signup Experience

• What is it?

    • A new icon and confirmation message have been added to improve the mentee signup experience.

    • After mentees select preferred mentors in the signup form, a grill check will appear on the
      mentor card.

    • Once they complete signing up, a confirmation message will pop up.

    • With these additions, mentees are informed of whom they’ve selected and what will happen
      next.
• Prerequisites
    • Universal

                                          © HR Path 2021
Qualtrics Survey for End of Mentoring Relationships

• What is it?
    • Qualtrics surveys can now be integrated with the Mentoring solution so that feedback can be gathered from
      employees when an individual chooses to end their mentoring relationship.

    • Prerequisite is a Qualtrics Integration with which it is now possible to integrate Qualtrics surveys with the
      Mentoring solution, to get feedback from your employees when an individual chooses to end their mentoring
      relationship regardless whether the mentoring program as such has been ended.

    • With this feature, program owners can gather feedback from both mentors and mentees: employees who are
      ending the relationship see a pop-up survey in their Mentoring page directly after they have ended the
      relationship, while the employees for whom the relationship was ended receive an email survey.

• Prerequisites
    • Qualtrics Integration

    • Admin Opt-in

                                                © HR Path 2021
Key Questions Required for Signup

• What is it?
    • In the mentoring signup form, key questions are now marked with a red asterisk.
    • These questions must be answered by participants before they can complete signup or check recommended
      mentors.
    • This will ensure key questions are not skipped and improve the matching results.
• Prerequisites
    • Universal

                                            © HR Path 2021
Thanks for your attention

SuccessFactors Consultant

Kate Cieplik: kate.cieplik@hr-path.com
                                                   Follow us on Social Media!

                                  © HR Path 2021
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