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SuccessFactors with SAP ERP HCM

SuccessFactors with SAP ERP HCM
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H3286
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Product Details
ISBN:
978-1-59229-845-7
Author:
Amy Grubb, Luke Marson, and Jyoti Sharma
Type:
Hardcover, 512 pages
Year:
2013

Product Description and Table of Contents
• SuccessFactors: what it is, how it works, and what it can do for you
• Explore the SuccessFactors suite for your entire HR workflow
• Integrate SuccessFactors with your SAP ERP HCM backend


You’ve heard the interested whispers about its enormous potential; now consult the first comprehensive SuccessFactors resource and learn how you can tap into it. Whether you have an existing on-premise HCM solution or want to use cloud-based functionality from the start, get expert guidance on integrating SuccessFactors into your HCM strategy. Find the details about using the SuccessFactors suite for your entire HR workflow, from talent management to payroll and analytics, and keep your HCM strategy future-focused.

BizX Suite and SAP ERP HCM
Access an overview of the hybrid model that unites an existing on-premise system and cloud-based functionality.

Employee Central
Get details on this next-generation core HCM system, which is the foundation for the SuccessFactors BizX suite.

Employee Profile
See how this hub of employee accomplishments, performance details, and peer engagement helps develop a culture of cooperation.

Social Collaboration
Learn how your organization can increase productivity and knowledge sharing using SAP Jam.

User Interface and Navigation
Screenshots and step-by-step instructions teach you to maneuver in SuccessFactors using both standard techniques and module-specific navigation options.

Highlights

• SuccessFactors implementation methodology
• Cloud software considerations
• The complete BizX suite
• User interface and navigation
• SAP HANA Cloud Platform
• BizX Mobile
• Technical architecture and security
• Metadata Framework extensibility
• Integration options and SAP Add-Ons

The Authors
SuccessFactors consultants Amy Grubb, Luke Marson, and Jyoti Sharma know on-premise and cloud solutions. Joined by Regan Klein, Joe Lee, and Atif Siddiqui, they share decades of HCM expertise and insight. Dmitri Krakovsky, a Senior Vice President at SuccessFactors, wrote the foreword.


Table of Contents
  • ... Foreword ... 17
  • ... Acknowledgments ... 19
  • 1 ... Introduction ... 21
  • 1.1 ... Terminology and Concepts ... 21
  • 1.1.1 ... Cloud Computing ... 22
  • 1.1.2 ... Software-as-a-Service ... 23
  • 1.1.3 ... Cloud and SaaS Trends ... 25
  • 1.2 ... About Success­Factors ... 27
  • 1.3 ... Success­Factors BizX Suite ... 29
  • 1.3.1 ... Employee Central ... 31
  • 1.3.2 ... Performance & Goals ... 32
  • 1.3.3 ... Compensation ... 33
  • 1.3.4 ... Recruiting Execution ... 34
  • 1.3.5 ... Learning ... 35
  • 1.3.6 ... Succession & Development ... 37
  • 1.3.7 ... Workforce Planning ... 38
  • 1.3.8 ... Workforce Analytics ... 39
  • 1.3.9 ... Onboarding ... 40
  • 1.3.10 ... SAP Jam ... 41
  • 1.3.11 ... BizX Mobile ... 42
  • 1.4 ... SAP Strategy and Roadmap ... 42
  • 1.4.1 ... Product Strategy and Roadmap ... 43
  • 1.4.2 ... Hybrid Model ... 44
  • 1.4.3 ... Full Cloud HCM Model ... 45
  • 1.4.4 ... SAP’s Cloud Strategy ... 45
  • 1.5 ... Licensing ... 46
  • 1.6 ... Summary ... 46
  • 2 ... Implementing Success­Factors ... 47
  • 2.1 ... Implementation Considerations ... 47
  • 2.1.1 ... Setting the Strategic Objectives of the Project ... 48
  • 2.1.2 ... Planning for the Implementation ... 48
  • 2.1.3 ... Business Processes ... 50
  • 2.1.4 ... Competencies and Job Roles ... 50
  • 2.1.5 ... Employee Data ... 51
  • 2.2 ... Project Structure ... 51
  • 2.2.1 ... Implementation Consultants ... 52
  • 2.2.2 ... Project Manager ... 53
  • 2.2.3 ... Project Sponsor ... 53
  • 2.2.4 ... Technical Resource ... 53
  • 2.2.5 ... Functional/Business Resource ... 54
  • 2.2.6 ... Stakeholder Group Representatives ... 54
  • 2.2.7 ... Training/Communication Resource ... 54
  • 2.3 ... Project Methodology ... 55
  • 2.3.1 ... Phase 1: Prepare ... 55
  • 2.3.2 ... Phase 2: Realize ... 57
  • 2.3.3 ... Phase 3: Verify ... 59
  • 2.3.4 ... Phase 4: Launch ... 60
  • 2.4 ... Project Delivery ... 61
  • 2.5 ... Summary ... 62
  • 3 ... Integration with SAP ERP HCM ... 63
  • 3.1 ... Integration Strategy ... 63
  • 3.1.1 ... Integration Pillars ... 65
  • 3.1.2 ... Integration Scenarios ... 66
  • 3.1.3 ... Integration Packages ... 66
  • 3.2 ... Integration Technology ... 66
  • 3.2.1 ... Flat-File Integration ... 68
  • 3.2.2 ... SAP NetWeaver Process Integration ... 69
  • 3.2.3 ... SAP HANA Cloud Integration ... 71
  • 3.2.4 ... Dell Boomi AtomSphere ... 72
  • 3.2.5 ... SAP Data Services ... 73
  • 3.2.6 ... Single Sign-On ... 73
  • 3.2.7 ... Other Integration Technology ... 73
  • 3.3 ... iFlows ... 74
  • 3.3.1 ... Integration Add-On 1.0 for SAP ERP HCM and Success­Factors BizX ... 75
  • 3.3.2 ... Integration Add-On 2.0 for SAP ERP HCM and Success­Factors BizX ... 95
  • 3.4 ... Other Integration Content ... 111
  • 3.4.1 ... Cookbooks ... 111
  • 3.4.2 ... Employee Central and Employee Central Payroll ... 112
  • 3.4.3 ... Social Media ABAP Integration Library ... 114
  • 3.4.4 ... SAP Data Services Adapter ... 114
  • 3.5 ... Summary ... 115
  • 4 ... Technical Considerations ... 117
  • 4.1 ... Technical Architecture ... 118
  • 4.1.1 ... Database Layer ... 119
  • 4.1.2 ... Application Layer ... 119
  • 4.1.3 ... Communication Layer ... 121
  • 4.2 ... Metadata Framework ... 122
  • 4.2.1 ... Technical Aspects ... 123
  • 4.2.2 ... Metadata Objects ... 124
  • 4.2.3 ... Rules Engine ... 126
  • 4.2.4 ... PickLists ... 127
  • 4.2.5 ... Configuration Options ... 127
  • 4.2.6 ... Workflows ... 131
  • 4.2.7 ... Hooks ... 131
  • 4.2.8 ... Limitations ... 132
  • 4.2.9 ... Summary ... 132
  • 4.3 ... Security ... 133
  • 4.3.1 ... Authentication Security ... 133
  • 4.3.2 ... Layer Security ... 134
  • 4.3.3 ... Role-Based Permissions ... 135
  • 4.4 ... OneAdmin ... 135
  • 4.5 ... Extending Success­Factors with Custom Applications ... 142
  • 4.6 ... Summary ... 143
  • 5 ... Using Success­Factors ... 145
  • 5.1 ... User Interface and Navigation ... 146
  • 5.1.1 ... Modular UI Provides Ready-to-Use System ... 146
  • 5.1.2 ... Ease of Use Drives Adoption ... 146
  • 5.1.3 ... Cross-Functional Relevance ... 150
  • 5.2 ... Tiles ... 151
  • 5.2.1 ... Welcome Tile ... 151
  • 5.2.2 ... My Info Tile ... 152
  • 5.2.3 ... To-Do Tile ... 154
  • 5.2.4 ... My Team Tile ... 154
  • 5.2.5 ... Quick Links Tile ... 156
  • 5.2.6 ... SAP Jam Tile ... 156
  • 5.2.7 ... My Admin Favorites Tile ... 157
  • 5.3 ... Key Features ... 157
  • 5.3.1 ... General Navigation ... 158
  • 5.3.2 ... Organizational Chart ... 158
  • 5.3.3 ... People Search ... 160
  • 5.3.4 ... Analytics and Reporting ... 161
  • 5.4 ... SAP Jam ... 162
  • 5.5 ... Summary ... 163
  • 6 ... Employee Central ... 165
  • 6.1 ... Employee Central Business Drivers ... 166
  • 6.1.1 ... “Glocalization” ... 166
  • 6.1.2 ... Self-Services ... 167
  • 6.1.3 ... Data Quality and Consistency ... 167
  • 6.1.4 ... Integration with Talent Management ... 167
  • 6.1.5 ... Integration with Third-Party Providers ... 168
  • 6.1.6 ... Mobility ... 169
  • 6.2 ... Employee Central Data Objects ... 169
  • 6.2.1 ... Foundation Objects ... 170
  • 6.2.2 ... Generic Objects ... 174
  • 6.2.3 ... HR Data ... 176
  • 6.3 ... Employee Central Processes and Transactions ... 184
  • 6.3.1 ... Add New Employee ... 185
  • 6.3.2 ... Mass Changes ... 186
  • 6.3.3 ... Proxy Management ... 186
  • 6.3.4 ... Create and Manage Workflows ... 187
  • 6.3.5 ... Changes, Transfers, and Workflows ... 188
  • 6.3.6 ... Position Management ... 190
  • 6.3.7 ... Absence Management ... 190
  • 6.3.8 ... Global Assignment ... 191
  • 6.3.9 ... Employee Central Reporting ... 192
  • 6.4 ... Implementing Employee Central ... 196
  • 6.5 ... Employee Central Payroll ... 197
  • 6.5.1 ... Access and Data Replication ... 198
  • 6.5.2 ... Myth versus Reality ... 199
  • 6.6 ... Summary ... 200
  • 7 ... Employee Profile ... 203
  • 7.1 ... Public Profile ... 204
  • 7.1.1 ... Badges ... 206
  • 7.1.2 ... Tags ... 207
  • 7.2 ... Employee (Talent) Profile ... 209
  • 7.2.1 ... Employee Overview ... 209
  • 7.2.2 ... Background Elements ... 209
  • 7.3 ... Scorecard ... 213
  • 7.3.1 ... Employee Overview ... 214
  • 7.3.2 ... Nomination Portlet ... 215
  • 7.3.3 ... Competency and Objective Portlets ... 216
  • 7.3.4 ... Talent Information ... 216
  • 7.3.5 ... Performance and Potential ... 217
  • 7.4 ... Other Features ... 218
  • 7.4.1 ... Facebook ... 218
  • 7.4.2 ... LinkedIn ... 218
  • 7.5 ... Configure Employee Files ... 218
  • 7.6 ... Summary ... 220
  • 8 ... Performance & Goals ... 223
  • 8.1 ... Goal Management ... 224
  • 8.1.1 ... Maintaining Goals ... 226
  • 8.1.2 ... Aligning and Cascading Goals ... 229
  • 8.1.3 ... Goal Execution ... 230
  • 8.2 ... Performance Management ... 232
  • 8.2.1 ... Performance Review Structure ... 233
  • 8.2.2 ... Team Overview ... 234
  • 8.2.3 ... Writing Assistant and Coaching Advisor ... 237
  • 8.3 ... 360 Multi-Rater Assessment ... 238
  • 8.4 ... Calibration ... 239
  • 8.5 ... Summary ... 240
  • 9 ... Compensation ... 241
  • 9.1 ... Compensation Solution ... 242
  • 9.1.1 ... Compensation Plan ... 246
  • 9.1.2 ... Setup Data ... 249
  • 9.1.3 ... Plan Setup ... 254
  • 9.1.4 ... Manage Compensation Forms ... 265
  • 9.1.5 ... Plan and Approve Recommendations ... 269
  • 9.1.6 ... Reports ... 274
  • 9.1.7 ... Executive Review ... 276
  • 9.1.8 ... Reward Statements ... 277
  • 9.2 ... Variable Pay Solution ... 278
  • 9.2.1 ... Plan Setup ... 279
  • 9.2.2 ... Manage Variable Pay Forms ... 288
  • 9.2.3 ... Approve Recommendations ... 289
  • 9.2.4 ... Executive Review ... 289
  • 9.2.5 ... Reward Statements ... 290
  • 9.3 ... Summary ... 290
  • 10 ... Recruiting Execution ... 291
  • 10.1 ... Recruiting Execution Foundation ... 293
  • 10.1.1 ... Recruiting Roles ... 293
  • 10.1.2 ... Recruiting Templates ... 294
  • 10.2 ... Requisition Creation and Approval ... 295
  • 10.2.1 ... Requisition Creation ... 296
  • 10.2.2 ... Requisition Approval Workflow ... 297
  • 10.3 ... Job Posting and Sourcing ... 297
  • 10.4 ... Candidate Experience ... 301
  • 10.4.1 ... Career Sites ... 301
  • 10.4.2 ... Candidate Profile ... 303
  • 10.5 ... Candidate Data Model ... 305
  • 10.6 ... Candidate Selection Management ... 307
  • 10.6.1 ... Candidate Workbench ... 308
  • 10.6.2 ... Interview Central ... 309
  • 10.7 ... Offer Management ... 312
  • 10.8 ... Hiring and Onboarding ... 315
  • 10.9 ... Employee Referral ... 315
  • 10.10 ... Summary ... 316
  • 11 ... Success­Factors Learning ... 317
  • 11.1 ... User Interface ... 318
  • 11.1.1 ... User Interface Home Page ... 319
  • 11.1.2 ... Learning History ... 324
  • 11.2 ... Supervisor Interface ... 325
  • 11.2.1 ... Manage Team Member Learning Plan ... 326
  • 11.2.2 ... Manage Training Approvals ... 327
  • 11.2.3 ... Other Supervisor Actions ... 328
  • 11.3 ... Administrator Interface ... 328
  • 11.3.1 ... Administrative Home Page ... 329
  • 11.3.2 ... Users Menu ... 331
  • 11.3.3 ... Performance Menu ... 332
  • 11.3.4 ... Learning Menu ... 333
  • 11.3.5 ... Content Menu ... 333
  • 11.3.6 ... System Administration Menu ... 334
  • 11.4 ... Security and Access ... 335
  • 11.4.1 ... Domains ... 335
  • 11.4.2 ... Workflows ... 336
  • 11.4.3 ... Roles ... 336
  • 11.4.4 ... Admin Accounts ... 336
  • 11.4.5 ... Organizations ... 336
  • 11.5 ... Summary ... 338
  • 12 ... Succession & Development ... 339
  • 12.1 ... Succession ... 340
  • 12.1.1 ... Organizational Charts ... 341
  • 12.1.2 ... Matrices ... 344
  • 12.1.3 ... Talent Profile and Scorecard ... 347
  • 12.1.4 ... Talent Search ... 348
  • 12.1.5 ... Talent Pools ... 352
  • 12.1.6 ... Nominating Successors ... 354
  • 12.1.7 ... Position Management ... 356
  • 12.1.8 ... Reporting and Analytics ... 358
  • 12.2 ... Development ... 359
  • 12.2.1 ... Development Plan ... 360
  • 12.2.2 ... Career Worksheet ... 365
  • 12.2.3 ... Learning Activities ... 368
  • 12.3 ... Summary ... 369
  • 13 ... SAP Jam ... 371
  • 13.1 ... Using SAP Jam ... 372
  • 13.1.1 ... Informal and Social Learning ... 373
  • 13.1.2 ... Social Onboarding ... 374
  • 13.1.3 ... Sales ... 374
  • 13.1.4 ... BizX Mobile ... 374
  • 13.2 ... Features and Social Networking Capabilities ... 374
  • 13.2.1 ... Profile ... 376
  • 13.2.2 ... Feeds, Comments, and Notifications ... 378
  • 13.2.3 ... Groups ... 379
  • 13.2.4 ... Content Creation and Sharing ... 382
  • 13.2.5 ... Gamification ... 383
  • 13.3 ... Administration ... 383
  • 13.4 ... Integration ... 385
  • 13.5 ... Summary ... 386
  • 14 ... Workforce Analytics ... 387
  • 14.1 ... The Foundation of Workforce Analytics ... 388
  • 14.1.1 ... Implementing Core Workforce & Mobility ... 388
  • 14.1.2 ... Metrics Packs ... 390
  • 14.1.3 ... Metric Methodology ... 393
  • 14.1.4 ... Analyzing Your Data ... 394
  • 14.2 ... The Benchmarking Program ... 400
  • 14.2.1 ... Benchmarking Methodology ... 400
  • 14.2.2 ... Benchmarking Categories ... 401
  • 14.2.3 ... Applying Benchmarks ... 402
  • 14.3 ... Analytical Tools ... 407
  • 14.3.1 ... Query Workspace ... 407
  • 14.3.2 ... Report Designer ... 412
  • 14.3.3 ... Analytics Workspace ... 416
  • 14.4 ... Headlines ... 418
  • 14.4.1 ... Using Headlines ... 419
  • 14.4.2 ... Headlines BizX Mobile Integration ... 420
  • 14.5 ... Summary ... 421
  • 15 ... Workforce Planning ... 423
  • 15.1 ... Defining Strategic Workforce Planning ... 424
  • 15.2 ... The Five Steps of Success­Factors WFP ... 426
  • 15.2.1 ... Forecast List ... 428
  • 15.2.2 ... Creating a Strategic Forecast ... 429
  • 15.3 ... Forecasting ... 443
  • 15.3.1 ... Demand Forecasting ... 444
  • 15.3.2 ... Capabilities ... 448
  • 15.3.3 ... Supply Forecasting ... 451
  • 15.3.4 ... Gap ... 452
  • 15.4 ... The Act Module ... 453
  • 15.4.1 ... Highlighting Rules ... 454
  • 15.4.2 ... Risk Identification ... 455
  • 15.4.3 ... Strategy Management ... 457
  • 15.4.4 ... Impact Modeling ... 459
  • 15.4.5 ... Action Planning ... 462
  • 15.5 ... What-If Financial Modeling ... 464
  • 15.6 ... Operational Workforce Planning Forecasts ... 467
  • 15.7 ... Summary ... 471
  • 16 ... Onboarding ... 473
  • 16.1 ... Pre-hire Verification Steps ... 474
  • 16.2 ... Introductory Information ... 475
  • 16.3 ... Activities ... 476
  • 16.4 ... Paperwork ... 478
  • 16.5 ... Integration ... 479
  • 16.6 ... Summary ... 479
  • 17 ... BizX Mobile ... 481
  • 17.1 ... Org Chart and Directory ... 482
  • 17.2 ... SAP Jam on BizX Mobile ... 483
  • 17.3 ... Mobile Learning ... 485
  • 17.4 ... Recruiting ... 485
  • 17.5 ... Employee Central To-Dos ... 486
  • 17.6 ... Performance Manager To-Dos ... 487
  • 17.7 ... BizX Mobile Touchbase ... 488
  • 17.8 ... Data and Security ... 489
  • 17.9 ... Summary ... 490
  • 18 ... Further Resources ... 491
  • 18.1 ... Success­Factors ... 491
  • 18.2 ... SAP ... 493
  • 18.2.1 ... SAP Help Portal ... 493
  • 18.2.2 ... SAP Service Marketplace ... 493
  • 18.2.3 ... SAP PartnerEdge ... 496
  • 18.2.4 ... SAP Community Network ... 496
  • 18.2.5 ... SAP Jam ... 497
  • 18.3 ... Social Media ... 498
  • 18.3.1 ... LinkedIn ... 499
  • 18.3.2 ... Google Plus ... 499
  • 18.3.3 ... Twitter ... 499
  • 18.3.4 ... YouTube ... 500
  • 18.4 ... Publications ... 500
  • 18.5 ... Conferences ... 500
  • 18.6 ... SAP User Groups ... 500
  • ... The Authors ... 503
  • ... Index ... 507

Product Reviews

Showing reviews 1-4 of 6 | Next

  1. An outstanding book: every HCM/SF professional and project team MUST READ
    Posted by Vera Yang on Oct 22nd, 2013
    Our company is in the blueprint phase for HCM and SF implementations. For the past few months, I have been frantically researching on all things HCM and SF. The truth is, it is really difficult finding all the answers from a reliable source. I was overjoyed when this book was finally released and was even more delighted after reading it. It lived up to the high expectations. Had all the right answers for our project team. We find the details on implementation considerations, integration with HCM, Security and future roadmaps are especailly invaluable not just to the consultants but also to the business users. Wonderful job by the author team! Thank you so much.



  1. Excellent Book: All SAP HCM Professionals
    Posted by MPSingh on Oct 9th, 2013
    According to my sap HCM Experience for all sap Professionals:::
    This book has precise but In-depth information on SuccessFactors BizX suite and is useful for anyone - be an experienced specialist or some just introduced to the product.
    Thank you to all the authors which contributed to the value added content which is professionally presented in this book.



  1. Precise and In-depth
    Posted by Mukesh Rohila on Sep 15th, 2013
    Experienced or not, "Must Read" for anyone working in the SAP HCM space. This book has precise but In-depth information on SuccessFactors BizX suite and is useful for anyone - be an experienced specialist or some just introduced to the product. Excellent work covering up to latest release(1308) process overview with detailed description on implementation methodology, BizX suite technical and data model.



  1. appreciated & recommend
    Posted by Duarte N Santos on Sep 11th, 2013
    This is a very SMART book with comprehensive information on how SF supports BizX.
    Excellent job getting the reader familiarized with HCM software and industry trends throughout the introduction.
    Good process overview with detailed description on implementation methodology, project organization best practices for SuccessFactors implementation, BizX suite technical architecture, data model and transactional rules. The terminology used makes it easy to read, and SAP concepts are often used to explain BizX suite config functionality.
    Detailed description of iFlow processes / platforms which covers the integration scenarios available between SAP HCM and SucessFactors.
    Thorough explanation of the user interface, navigation, reporting capabilities and security framework provided to support talent management processes and employee central/payroll.
    All said, SuccessFactors with SAP ERP HCM book is a wizard, which lays out the innovative BizX suite.
    Congrats

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