SAP SuccessFactors Recruiting and Onboarding
The Comprehensive Guide
1st Edition
Published on 28. August 2017
Book
Hardback
672 pages
978-1-4932-1467-9 (ISBN)
Description
Get the right people for the job with this comprehensive guide to SAP SuccessFactors Recruiting Marketing (RMK), Recruiting Management (RCM), and Onboarding (ONB)! Use talent communities and job postings in RMK, identify and evaluate candidates with RCM, onboard employees with the New Hire Portal in ONB, and more. Integrate with SAP ERP HCM, SAP SuccessFactors Employee Central, and third-party systems. Expert tips for a successful implementation will have you recuriting and onboarding with ease!Highlights:-SAP SuccessFactors Recruiting Marketing (RMK)-SAP SuccessFactors Recruiting Management (RCM)-SAP SuccessFactors Onboarding (ONB)-Implementation projects-Talent acquisition and recruitment-Job posting and advertisement-New Hire Portal-Reporting-Integration
More details
Persons
Author
Amy Grubb is a principal consultant and solution architect for human capital management (HCM) processes and technologies, a conference speaker, and a published author. She has consulted in the SAP SuccessFactors space for more than 12 years, and holds three professional certifications.
ISNI:
ISNI:
Kim Lessley is a cofounder and principal consultant at Ingram Talent. Kim began her career at SAP as a translator and moved into HCM solution management in 2000; these days, her focus at Ingram Talent is on the recruiting modules of SAP SuccessFactors.
Content
... Preface ... 23
... Who This Book Is For ... 23
... How This Book Is Organized ... 24
... Acknowledgments ... 27
... Introduction to Talent Acquisition ... 29
... Recruiting at a Glance ... 30
... Employee Onboarding at a Glance ... 34
... Recruiting and Onboarding within SAP SuccessFactors ... 37
... Summary ... 44
I ... SAP SuccessFactors Recruiting ... 47
1 ... Recruiting Overview ... 49
1.1 ... Initiating and Advertising the Opening ... 50
1.2 ... Finding and Dispositioning Candidates ... 58
1.3 ... Optimizing the Recruiting Experience ... 62
1.4 ... Candidate Features ... 64
1.5 ... Recruiter Features ... 69
1.6 ... Administrator Features ... 71
1.7 ... Summary ... 73
2 ... Initiating and Advertising an Opening ... 75
2.1 ... Requisition Template, Statuses, and Field-Level Permissions ... 76
2.2 ... Requisition Workflow and Operators ... 81
2.3 ... Populating Data onto the Requisition ... 87
2.4 ... Creating a Requisition from an Open Position ... 97
2.5 ... Prescreening Questions ... 104
2.6 ... Advertising the Opening ... 107
2.7 ... Summary ... 112
3 ... Candidate Experience ... 115
3.1 ... Internal Candidate Experience ... 115
3.2 ... Talent Communities ... 122
3.3 ... Candidate Business Card and Profile ... 125
3.4 ... Responsive Design and Mobile Apply ... 130
3.5 ... Job Search Options ... 133
3.6 ... Language Translations ... 140
3.7 ... Summary ... 141
4 ... Finding and Dispositioning Candidates ... 143
4.1 ... Candidate Profile ... 144
4.2 ... Application ... 159
4.3 ... Using the Candidate Workbench ... 166
4.4 ... Evaluating Candidates through the Talent Pipeline ... 174
4.5 ... Scheduling Interviews ... 179
4.6 ... Documenting Interview Feedback ... 184
4.7 ... Approving an Offer and Managing Offer Letters ... 188
4.8 ... Conducting a Candidate Search ... 192
4.9 ... Summary ... 194
5 ... Additional Recruiting Management Features ... 195
5.1 ... Employee Referral ... 196
5.2 ... Data Privacy and Data Retention Management ... 202
5.3 ... Working with Agencies via the Agency Portal ... 208
5.4 ... Using Job Profile Builder with Recruiting ... 214
5.5 ... Competency Management in Recruiting ... 219
5.6 ... Summary ... 222
6 ... Reporting on Recruiting Data ... 223
6.1 ... Ad Hoc Reporting ... 225
6.2 ... Reporting in Online Report Designer ... 234
6.3 ... Tile-Based Dashboards ... 241
6.4 ... Business Intelligence and Reporting Tool ... 246
6.5 ... Standard Reporting for OFCCP and VETS-100 ... 247
6.6 ... Summary ... 250
7 ... Recruiter Experience ... 253
7.1 ... Recruiting User Feature Review ... 254
7.2 ... Recruiting Marketing Dashboard ... 258
7.3 ... Summary ... 275
8 ... Recruiting Management Admin Features ... 277
8.1 ... Manage Recruiting Settings ... 278
8.2 ... Email Templates ... 286
8.3 ... Offer Letter Templates ... 288
8.4 ... Edit Applicant Status Configuration ... 289
8.5 ... Question Libraries ... 294
8.6 ... Managing Duplicate Candidates ... 298
8.7 ... Reassigning Job Requisitions ... 300
8.8 ... Agency Portal ... 301
8.9 ... Employee Referral Program ... 307
8.10 ... Managing Recruiting Groups ... 310
8.11 ... Job Posting Headers and Footers ... 311
8.12 ... Manage Custom Help Text ... 313
8.13 ... Manage Documents ... 314
8.14 ... Miscellaneous Administrative Features ... 315
8.15 ... Summary ... 320
9 ... System Notifications and Email Options ... 321
9.1 ... System Email Notifications ... 322
9.2 ... Recruiting Email Templates ... 330
9.3 ... Implementing Email Triggers ... 344
9.4 ... Communicating to Recruiting Operators and Candidates via the Candidate Pipeline ... 350
9.5 ... Offer Letters ... 352
9.6 ... Summary ... 353
10 ... Implementing Recruiting Management ... 355
10.1 ... Laying the Foundation: Project Planning ... 356
10.2 ... Roles and Responsibilities ... 357
10.3 ... Implementation Methodology and Time Line ... 360
10.4 ... Recruiting Configuration Workbooks ... 371
10.5 ... Summary ... 376
11 ... Implementing Recruiting Marketing ... 377
11.1 ... Customized Recruiting Marketing Site Implementation Using SAP Technical Services ... 378
11.2 ... Career Site Builder Implementation ... 393
11.3 ... Summary ... 409
12 ... Recruiting Data Migration ... 411
12.1 ... Data Migration Considerations ... 411
12.2 ... Migrating Recruiting Entities ... 415
12.3 ... Setting Up the Jobs in Provisioning ... 423
12.4 ... Data Migration Considerations and Best Practices ... 426
12.5 ... Summary ... 428
13 ... Language Translations ... 429
13.1 ... Language Packs and Recruiting Languages ... 430
13.2 ... Language Translations in Recruiting ... 434
13.3 ... How Recruiting Elements Are Translated ... 441
13.4 ... Other Considerations ... 444
13.5 ... Summary ... 448
14 ... Integrating Recruiting with Employee Central and SAP ERP HCM ... 449
14.1 ... Employee Central Position Management and Recruiting Integration ... 451
14.2 ... SAP ERP HCM and Recruiting Integration ... 464
14.3 ... Summary ... 483
15 ... Integrating Recruiting with Third-Party Vendors ... 485
15.1 ... LinkedIn for Candidate Profile/Application Completion ... 486
15.2 ... eQuest Integration ... 491
15.3 ... Background Check with First Advantage ... 495
15.4 ... Assessment Integration: PeopleAnswers and SHL ... 500
15.5 ... DocuSign for Electronic Signature ... 508
15.6 ... Summary ... 512
II ... SAP SuccessFactors Onboarding ... 515
16 ... Onboarding Overview ... 517
16.1 ... The SAP SuccessFactors Approach to Onboarding ... 518
16.2 ... The New Hire Experience and Team Collaboration ... 520
16.3 ... Hiring Manager Experience ... 531
16.4 ... Delivered Forms versus Custom Panels ... 535
16.5 ... Administrative Functionality ... 536
16.6 ... Summary ... 538
17 ... Onboarding Processes ... 539
17.1 ... Onboarding ... 539
17.2 ... Offboarding ... 546
17.3 ... Crossboarding ... 551
17.4 ... Default Process Steps ... 553
17.5 ... Summary ... 555
18 ... Onboarding Administrative Features ... 557
18.1 ... SAP SuccessFactors Admin Center ... 557
18.2 ... Onboarding Super Admin ... 561
18.3 ... Onboarding Dashboard ... 569
18.4 ... Work Queue Refresh ... 581
18.5 ... Employee Portal ... 582
18.6 ... User Login Access ... 584
18.7 ... Summary ... 585
19 ... Implementing Onboarding ... 587
19.1 ... Onboarding Process Definition ... 588
19.2 ... Implementation Roles and Responsibilities ... 592
19.3 ... Corporate Structure ... 594
19.4 ... Working with Panels and Forms ... 599
19.5 ... Key Project Milestones and Time Lines ... 606
19.6 ... Testing Onboarding ... 609
19.7 ... Summary ... 609
20 ... Integrating Recruiting with Onboarding ... 611
20.1 ... Setting Up the Integration in Provisioning and Configuration ... 612
20.2 ... Mapping between Recruiting and Onboarding ... 621
20.3 ... Summary ... 629
21 ... Onboarding Integration with Employee Central and SAP ERP HCM ... 631
21.1 ... Integrating Onboarding with Employee Central ... 632
21.2 ... Onboarding Integration with SAP ERP HCM ... 645
21.3 ... Summary ... 656
... Appendices ... 659
... The Authors ... 659
... Index ... 661
... Who This Book Is For ... 23
... How This Book Is Organized ... 24
... Acknowledgments ... 27
... Introduction to Talent Acquisition ... 29
... Recruiting at a Glance ... 30
... Employee Onboarding at a Glance ... 34
... Recruiting and Onboarding within SAP SuccessFactors ... 37
... Summary ... 44
I ... SAP SuccessFactors Recruiting ... 47
1 ... Recruiting Overview ... 49
1.1 ... Initiating and Advertising the Opening ... 50
1.2 ... Finding and Dispositioning Candidates ... 58
1.3 ... Optimizing the Recruiting Experience ... 62
1.4 ... Candidate Features ... 64
1.5 ... Recruiter Features ... 69
1.6 ... Administrator Features ... 71
1.7 ... Summary ... 73
2 ... Initiating and Advertising an Opening ... 75
2.1 ... Requisition Template, Statuses, and Field-Level Permissions ... 76
2.2 ... Requisition Workflow and Operators ... 81
2.3 ... Populating Data onto the Requisition ... 87
2.4 ... Creating a Requisition from an Open Position ... 97
2.5 ... Prescreening Questions ... 104
2.6 ... Advertising the Opening ... 107
2.7 ... Summary ... 112
3 ... Candidate Experience ... 115
3.1 ... Internal Candidate Experience ... 115
3.2 ... Talent Communities ... 122
3.3 ... Candidate Business Card and Profile ... 125
3.4 ... Responsive Design and Mobile Apply ... 130
3.5 ... Job Search Options ... 133
3.6 ... Language Translations ... 140
3.7 ... Summary ... 141
4 ... Finding and Dispositioning Candidates ... 143
4.1 ... Candidate Profile ... 144
4.2 ... Application ... 159
4.3 ... Using the Candidate Workbench ... 166
4.4 ... Evaluating Candidates through the Talent Pipeline ... 174
4.5 ... Scheduling Interviews ... 179
4.6 ... Documenting Interview Feedback ... 184
4.7 ... Approving an Offer and Managing Offer Letters ... 188
4.8 ... Conducting a Candidate Search ... 192
4.9 ... Summary ... 194
5 ... Additional Recruiting Management Features ... 195
5.1 ... Employee Referral ... 196
5.2 ... Data Privacy and Data Retention Management ... 202
5.3 ... Working with Agencies via the Agency Portal ... 208
5.4 ... Using Job Profile Builder with Recruiting ... 214
5.5 ... Competency Management in Recruiting ... 219
5.6 ... Summary ... 222
6 ... Reporting on Recruiting Data ... 223
6.1 ... Ad Hoc Reporting ... 225
6.2 ... Reporting in Online Report Designer ... 234
6.3 ... Tile-Based Dashboards ... 241
6.4 ... Business Intelligence and Reporting Tool ... 246
6.5 ... Standard Reporting for OFCCP and VETS-100 ... 247
6.6 ... Summary ... 250
7 ... Recruiter Experience ... 253
7.1 ... Recruiting User Feature Review ... 254
7.2 ... Recruiting Marketing Dashboard ... 258
7.3 ... Summary ... 275
8 ... Recruiting Management Admin Features ... 277
8.1 ... Manage Recruiting Settings ... 278
8.2 ... Email Templates ... 286
8.3 ... Offer Letter Templates ... 288
8.4 ... Edit Applicant Status Configuration ... 289
8.5 ... Question Libraries ... 294
8.6 ... Managing Duplicate Candidates ... 298
8.7 ... Reassigning Job Requisitions ... 300
8.8 ... Agency Portal ... 301
8.9 ... Employee Referral Program ... 307
8.10 ... Managing Recruiting Groups ... 310
8.11 ... Job Posting Headers and Footers ... 311
8.12 ... Manage Custom Help Text ... 313
8.13 ... Manage Documents ... 314
8.14 ... Miscellaneous Administrative Features ... 315
8.15 ... Summary ... 320
9 ... System Notifications and Email Options ... 321
9.1 ... System Email Notifications ... 322
9.2 ... Recruiting Email Templates ... 330
9.3 ... Implementing Email Triggers ... 344
9.4 ... Communicating to Recruiting Operators and Candidates via the Candidate Pipeline ... 350
9.5 ... Offer Letters ... 352
9.6 ... Summary ... 353
10 ... Implementing Recruiting Management ... 355
10.1 ... Laying the Foundation: Project Planning ... 356
10.2 ... Roles and Responsibilities ... 357
10.3 ... Implementation Methodology and Time Line ... 360
10.4 ... Recruiting Configuration Workbooks ... 371
10.5 ... Summary ... 376
11 ... Implementing Recruiting Marketing ... 377
11.1 ... Customized Recruiting Marketing Site Implementation Using SAP Technical Services ... 378
11.2 ... Career Site Builder Implementation ... 393
11.3 ... Summary ... 409
12 ... Recruiting Data Migration ... 411
12.1 ... Data Migration Considerations ... 411
12.2 ... Migrating Recruiting Entities ... 415
12.3 ... Setting Up the Jobs in Provisioning ... 423
12.4 ... Data Migration Considerations and Best Practices ... 426
12.5 ... Summary ... 428
13 ... Language Translations ... 429
13.1 ... Language Packs and Recruiting Languages ... 430
13.2 ... Language Translations in Recruiting ... 434
13.3 ... How Recruiting Elements Are Translated ... 441
13.4 ... Other Considerations ... 444
13.5 ... Summary ... 448
14 ... Integrating Recruiting with Employee Central and SAP ERP HCM ... 449
14.1 ... Employee Central Position Management and Recruiting Integration ... 451
14.2 ... SAP ERP HCM and Recruiting Integration ... 464
14.3 ... Summary ... 483
15 ... Integrating Recruiting with Third-Party Vendors ... 485
15.1 ... LinkedIn for Candidate Profile/Application Completion ... 486
15.2 ... eQuest Integration ... 491
15.3 ... Background Check with First Advantage ... 495
15.4 ... Assessment Integration: PeopleAnswers and SHL ... 500
15.5 ... DocuSign for Electronic Signature ... 508
15.6 ... Summary ... 512
II ... SAP SuccessFactors Onboarding ... 515
16 ... Onboarding Overview ... 517
16.1 ... The SAP SuccessFactors Approach to Onboarding ... 518
16.2 ... The New Hire Experience and Team Collaboration ... 520
16.3 ... Hiring Manager Experience ... 531
16.4 ... Delivered Forms versus Custom Panels ... 535
16.5 ... Administrative Functionality ... 536
16.6 ... Summary ... 538
17 ... Onboarding Processes ... 539
17.1 ... Onboarding ... 539
17.2 ... Offboarding ... 546
17.3 ... Crossboarding ... 551
17.4 ... Default Process Steps ... 553
17.5 ... Summary ... 555
18 ... Onboarding Administrative Features ... 557
18.1 ... SAP SuccessFactors Admin Center ... 557
18.2 ... Onboarding Super Admin ... 561
18.3 ... Onboarding Dashboard ... 569
18.4 ... Work Queue Refresh ... 581
18.5 ... Employee Portal ... 582
18.6 ... User Login Access ... 584
18.7 ... Summary ... 585
19 ... Implementing Onboarding ... 587
19.1 ... Onboarding Process Definition ... 588
19.2 ... Implementation Roles and Responsibilities ... 592
19.3 ... Corporate Structure ... 594
19.4 ... Working with Panels and Forms ... 599
19.5 ... Key Project Milestones and Time Lines ... 606
19.6 ... Testing Onboarding ... 609
19.7 ... Summary ... 609
20 ... Integrating Recruiting with Onboarding ... 611
20.1 ... Setting Up the Integration in Provisioning and Configuration ... 612
20.2 ... Mapping between Recruiting and Onboarding ... 621
20.3 ... Summary ... 629
21 ... Onboarding Integration with Employee Central and SAP ERP HCM ... 631
21.1 ... Integrating Onboarding with Employee Central ... 632
21.2 ... Onboarding Integration with SAP ERP HCM ... 645
21.3 ... Summary ... 656
... Appendices ... 659
... The Authors ... 659
... Index ... 661