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Find links to all documentation for SuccessFactors administration-related IDPs.
This document showcases typical business scenarios needing alerts and notifications with business rules in an efficient way. The document helps in understanding the job for alerts. It will also provide a recommendation on how to avoid some common mistakes during configuration.
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This document provides recommendation on how to maintain gender values in Employee Central for complying with legal regulations in some countries including situations with global assignments. It also explains the configuration, integration to ERP and adoption of gender in Talent modules.
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The MDF-based business rules framework has provided the ability to define business rules for a wide range of applications in Employee Central. The flexibility of this functionality is the solution for a variety of customer-specific requirements. The same flexibility provides multiple ways of achieving an end-result, some more efficient than others. This flexibility also allows for creative solutions to complex problems not easily identifiable. This IDP illustrates examples of these scenarios and the optimal solution for each.
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Job information entity in SuccessFactors Employee Central is an important entity which is used to record Job related Information of an employee during the course of employment. This document provides configuration guidance by explaining certain aspects of Job Information.
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Manage Pay
This document explains how to automate pay components assignment and its valuation for different employee groups and salary structures across various compensation-related processes in an effective way using MDF lookup tables, data model extensions, and business rules.
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This document provides details on how Employee Central can be configured to achieve automatic grade step progression with minimal setup and maintenance. It also provides a mechanism to update the employee`s compensation and job-related information to match the pay rate of the new pay scale level.
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This document provides guidance on how to set up Employee Central for considering restrictions on payroll-relevant master data changes in a way that the necessary checks occur already during data input in Employee Central rather than during replication to payroll systems.
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Manage Employments
This document discusses the scenarios and impacts of multiple employment across Employee Central and Talent Management functionality. It provides recommendations on the need for the use of multiple employment for specific scenarios like International transfers.
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Manage Localization
Some country specific laws or union agreements, especially in LATAM countries for example in Brazil, An employee is protected from termination if he goes on certain types of leaves. Regardless of the reason why the employee is under this condition, whether legally or due to union agreement, the company is at risk of paying taxes and even court sanctions in case this process is not respected. The content of this IDP addresses a way to manage protection records based on time off events according to the criteria satisfied by the employee condition. This protection management covers both the creation and the inactivation of records automatically.
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Core Hybrid
The document explains the basics of organization management structures and describes the factors that influence organizational structure design. Difference structure designs are presented in this document with the advantages and disadvantages of each option including the recommendation of which option can be used and when.
Data Migration
SAP HCM customers frequently employ a non-standard solution reusing the employee master data structure (infotypes) to also store contingent workforce data. This document provides guidance on how to migrate this non-standard contingent workforce data from SAP HCM to EC using Infoporter.
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This document provides ways of optimizing the data migration and replication cutover process for Employee Central implementations with the aid of SAP Infoporter solution. It discusses cutover activities like delta migration, freeze period, testing data replication and performing the initial replication from Employee Central.
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Every Employee Central implementation will necessitate data migration of the existing employee population from a legacy system. This document describes in detail the strategies and considerations involved with data migration and provides industry best practices on employee data migration specifically for greenfield Employee Central implementation.
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Employee Central Payroll
This document will review some of the key concepts of the ERP HCM Payroll solution and compare these with the EC Payroll solution and will discuss the considerations for migrating the ERP HCM Payroll solution to EC Payroll and provide guidelines and migration processes which can be leveraged.
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SAP SuccessFactors Recruiting
SAP SuccessFactors HCM Suite Integration
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This document describes the enablement of secure user access using single sign-on for customers with a landscape consisting of SuccessFactors in the cloud, on-premise consisting of SAP applications, SCP extensions, as well as other third-party applications. It also explains some of the single sign-on scenarios involving internal employees as well as externals/contractors, besides explaining the upcoming features and updates regarding Identity Authentication with SuccessFactors.
Most SAP SuccessFactors customers have at least three instances and, commonly, they have additional instances. This wide landscape of instances become a challenge when it must be aligned to ensure replicability of behavior across them, or when newly developed configuration needs to be copied. SuccessFactors provides effective options to help customers and partners in doing so. This document guides on the best option tool to be used depending on specific scenarios, describe important aspects of it, and present considerations on audit control.
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Salary structures may differ considerably between countries, industries and unions. Local collective agreements may affect how merit-based compensation can be performed. This document explains how local aspects and different salary structures can be handled in a single Employee Central-integrated Global Compensation Worksheet.
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SAP SuccessFactors People Analytics
This document provides various design and implementation considerations on leveraging SAP SuccessFactors People Analytics - Story Report to create visually rich and critical reports for various business scenarios as well as provides product guidance on how to successfully help customers migrate to the new report story from the existing reporting artifacts. It also provides necessary guidelines to effectively create and manage Story Reports, that are important to you as a report administrator.
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SAP SuccessFactors Learning
SAP SuccessFactors created the Open Content Network (OCN) framework to partner with Massive Online Open Course (MOOC) providers to provide content to SAP SuccessFactors Learning solution. SAP SuccessFactors partners can leverage the resources to build and deliver these learning courses at minimal cost and development efforts using a single implementation framework and a common set of APIs. This document helps to understand how different components in SAP SuccessFactors Learning are used to deliver courses hosted by different Open Content Network vendors in a customer landscape.
This document will address the considerations for changes to SAP SuccessFactors Learning system around integration and updates on configurations or business process upon the introduction of Employee Central for customers who would or already using the SuccessFactors LMS solution.
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Every implementation involves the design of an administrative security model, regardless of the complexity of the implementation. While several resources describe the technical elements involved in LMS security, it is often unclear how those technical elements should be leveraged to best satisfy the security needs of the customer. This Implementation Design Principles (IDP) will explain some of the criteria that one should consider when designing a security model that is sustainable and scalable and provide clarification on the best practices around implementing an effective security design in the LMS.
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A learning system that is sustainable and effective must meet the customer's business needs to their satisfaction, without generating complex maintenance for the customer post the go-live. This document shows how to set up the learning management configuration effectively and sustainably, avoiding rework, issues, and high-effort maintenance.
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SuccessFactors Learning is extremely flexible in terms of its configuration and can reflect the changing learning needs in customer’s organization, while still maintaining the essential functionality that customers need. This Implementation Design Principle document addresses design considerations to define a better user experience for the learners as well as make best use of the capabilities available to customers today to not only improving the learner experience but also meet business needs.
SAP SuccessFactors Onboarding
This document provides the equipment requisition process integration for Onboarding with any procurement or ticketing system. Onboarding offers the task of creating a request for equipment. Once the request is created, an intelligent service event is triggered. This event could be used for creating a request in the ticketing/procurement application.
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This document covers the usage of business rules for Home page customization, Email Services, Onboarding Programs, and Process Variants. Additionally, it demonstrates the creation of custom objects for data collection based on the customer PDF document. It also covers activating compliance forms for the UK and Australia.
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This document focuses on the design considerations for Role-Based Permissions in SAP SuccessFactors Onboarding. The typical roles that are required in the onboarding and their corresponding permissions are mentioned in this document. It also lists challenges that are encountered due to missing permissions and provides probable possible resolutions for the same.
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SAP SuccessFactors Time Management
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This Implementation Design Principle (IDP) explains how SAP Business AI and SuccessFactors enable a governed, enterprise-wide skills ecosystem to accelerate the move toward a skills-based organization. At the core is the Talent Intelligence Hub (TIH) Attributes Library, the single source of truth for skills, proficiency scales, and tags—seamlessly integrated with Job Profile Builder, Growth Portfolio, and Learning. Through AI-driven capabilities—such as skill extraction, inference, tagging, and standardization—the solution streamlines skill discovery, keeps skills current, and reduces duplication. The document also outlines prerequisites, licensing models, configuration guidance, and best practices to ensure effective deployment and governance.
SAP SuccessFactors Employee Central, Recruiting Management, Onboarding, and Onboarding 1.0 customers who also use OpenText for their third-party document repository have the option to leverage Extended Enterprise Content Management by OpenText or SAP SuccessFactors Document Management Core by OpenText between SuccessFactors and OpenText. This IDP explores configurations and considerations when implementing this integration.
This document discusses the choice of using SuccessFactors Integration Center and Cloud Platform Integration (previously SAP Cloud Platform Integration) within SAP Integration Suite and also provides recommendations on when to use each tool in SuccessFactors implementation projects. We also define possible Integration Center scenarios based on required senders and receivers, protocols, triggers and formats. In addition, we added tradeoff details on using customer versus SAP managed SFTP servers with Integration Center.
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This document provides advice on the technical design of SuccessFactors custom integrations using OData APIs and Compound Employee APIs. It covers comprehensive guidelines for picking the right API for different use cases, delta and deletion handling, handling date/time data with API, batching API request, accessing workflow data and writing data into Employee Central.
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SAP SuccessFactors Employee Central is a Core HR Information System which enables businesses to manage/maintain Organization, Job & Pay Structure data and Person & Employment data. This Implementation Design Principle describes best practices for extracting data from Employee Central in addition to security considerations when exchanging the data between SAP and Non-SAP Systems. It also explains the choice of Employee Identifier depending on the downstream system and landscape.
This IDP focuses on the bidirectional integration aspects of identities between SAP SuccessFactors and Microsoft Active Directory(MS AD) and Microsoft Azure Active Directory(MS Azure AD). It explains how a customer landscape can evolve from SAP on-premise with SAP IDM to an integrated landscape with SAP SuccessFactors where MS AD, MS Azure AD and SAP Identity Authentication Service coexist.
With Basic Authentication being deprecated for OData and SOAP API calls for SuccessFactors, all custom integrations have to switch from Basic Authentication to a oAuth 2.0 flow using SAML Assertions. Learn in this IDP what integrations are affected and see what the required steps are to migrate API calls for custom integrations in SAP Integration Suite. In addition get firsthand information what options there are for migrating custom integrations on 3rd party integrations platforms or for custom integration code.
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Platform
This document provides the implementation considerations and configuration guidance to provide seamless access to SuccessFactors functionalities on mobile devices allowing organizations to ensure a secure and efficient mobile experience for their users. It outlines detailed information around the essential architecture, implementation concepts, device management and security, feature access considerations (aligning with diverse corporate policies and security requirements) for successful roll out of Mobile App in a customer landscape
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Designing an Instance strategy and management approach is an important element to effectively enable and manage the multiple streams of work being done to implement the SuccessFactors solution through phases of an implementation project as well as subsequently to operate and maintain the solution after going live. This document details recommended instance layout and architecture for common functionality combinations and looks into the optimum number of instances in order to support the implementation considering module compatibility and integration requirements across the functionality.
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For larger global organizations, considerable thought and effort needs to be invested in designing Role Based Permissions. Governance, Maintenance and Performance aspects need to be also considered upfront during the design stages. This document will draw upon experiences from implementations and support situations to provide guidance and a reference for customers who are either in the design stages or looking to review their current permissions set up to improve upon their initial design.
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This Implementation Design Principle addresses some of the essential architecture, migration and implementation concepts to be considered while planning and executing an implementation of SAP SuccessFactors Work Zone.
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