SAP SuccessFactors Foundation Technical and Functional Specifications CUSTOMER TABLE OF CONTENTS KEY FEATURES AND FUNCTIONALITIES INTELLIGENT SERVICES Activities Administration INTEGRATION CENTER EMPLOYEE PROFILE HOME PAGE SEARCH ORGANIZATIONAL CHART JOB PROFILE BUILDER PRESENTATIONS REPORTING Report - Table Report - Canvas Tiles and Dashboards 10 EXTENSION FRAMEWORKS 10 Extension Center 10 Rules Engine 11 INSTANCE MANAGEMENT 11 Instance Refresh 11 Instance Sync 12 SOCIAL COLLABORATION WITH SAP JAM 12 ADMINISTRATOR TRAINING 12 TRADEMARK INFORMATION 13 DISCLAIMER 13 www.sap.com/contactsap © 2020 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 plat form 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 www.sap.com/copyright for additional trademark information and notices This specifications document describes key features and functionalities of SAP SuccessFactors Foundation, as of the Q4 2019 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 INTELLIGENT 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 Notifications A notification is a call to action, to individual Users or to 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 Key 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 HOME 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 Key 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 JOB 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 addons 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 REPORTING Report - 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 Report - 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 Output Formats Adobe PDF, Microsoft Excel, PowerPoint, & Word, and CSV 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 Standard Tiles Available for download from the success store, within the 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 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 Extensions and SAP Cloud Platform Extensions 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 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 events, which are foreseen by the application for such a use case Rule Functions Functions help to define more complex rules that perform calculations or application-specific tasks on the data object or field of a rule Business Rules Execution Log 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 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 11 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 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 12 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 ã ã ã ã Adobeđ 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 13 ... 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... WITH SAP JAM 12 ADMINISTRATOR TRAINING 12 TRADEMARK INFORMATION 13 DISCLAIMER 13 www .sap. com/contactsap © 2020 SAP SE or an SAP affiliate... view for Admin of SAP SuccessFactors Extensions and SAP Cloud Platform Extensions Provides administrators with an integrated view of SAP SuccessFactors Extensions along with SAP Cloud Platform