SAP SuccessFactors Employee Central
The Comprehensive Guide
3rd Edition
Published on 23. September 2021
Book
Hardback
712 pages
978-1-4932-2151-6 (ISBN)
Description
Ready for SAP SuccessFactors Employee Central? First, master the Employee Central workforce admin functionality for hiring, time sheets, benefits, payments, and termination. Next, learn to configure permissions, implement mass changes, and set up workflows, company structures, and business rules. Finally, explore integration with SAP and third-party applications to get the most out of your HR setup. From implementation to operations, this Employee Central book has it all!
Highlights include:
1) Time sheets
2) Benefits management
3) Payment
4) Time management
5) Workforce management
6) Mass changes
7) Implementation and integration
8) Reporting
9) Data import and migration
10) SAP SuccessFactors HCM Suite
11) Intelligent services
More details
Other editions
Previous edition
Luke Marson | Murali Mazhavanchery | Rebecca Murray
SAP SuccessFactors Employee Central
The Comprehensive Guide
Book
10/2017
2nd Edition
SAP PRESS
€89.95
Article exhausted; check for reprint
Persons
Author
Luke Marson is an HR transformation leader and globally recognized expert in SAP SuccessFactors human experience management suite solutions. Luke is the author of several SAP PRESS books and hundreds of blogs and articles on SAP SuccessFactors solutions, as well as an author and speaker on a wide range of HR technology topics. He is part of the SAP SuccessFactors Influencer program and works closely with SAP on various initiatives.
ISNI:
ISNI:
Rebecca Murray is a certified Employee Central professional and consultant. She is also an Employee Central trainer and SME for SAP Education.
Brandon Toombs is a full-time Employee Central consultant with more than 20 implementations completed to date. He formerly published Employee Central Intelligence, an Employee Central newsletter with more than 800 subscribers. He also has a YouTube channel covering Employee Central. He has more than six years of experience with SAP SuccessFactors software and more than 20 years of experience in HR technology.
Content
... Foreword ... 23
... Introduction ... 25
... Business Drivers for HR in the Cloud ... 27
... SAP SuccessFactors Strategy and Roadmap ... 28
... Licensing and Release Cycle ... 29
... Summary ... 30
PART I ... Foundations ... 31
1 ... SAP SuccessFactors Employee Central Basics ... 33
1.1 ... Benefits of Employee Central ... 33
1.2 ... People Profile ... 36
1.3 ... Position Management ... 39
1.4 ... Workflows ... 40
1.5 ... Other Capabilities ... 41
1.6 ... Foundation Objects ... 43
1.7 ... Summary ... 46
2 ... Implementation Steps and Considerations ... 47
2.1 ... Deployment Models ... 47
2.2 ... Implementation Considerations ... 50
2.3 ... Setting Up Employee Central ... 60
2.4 ... Post-Implementation and Ongoing Administration ... 66
2.5 ... Implementation Resources ... 68
2.6 ... Summary ... 72
3 ... Role-Based Permissions ... 73
3.1 ... Overview ... 73
3.2 ... Scenarios for Creating Roles ... 76
3.3 ... Creating Groups and Roles ... 77
3.4 ... Permissions ... 83
3.5 ... Summary ... 95
4 ... Events and Workflows ... 97
4.1 ... Employee Status ... 97
4.2 ... Events and Event Reasons ... 99
4.3 ... Workflows ... 109
4.4 ... Summary ... 153
5 ... Extensibility ... 155
5.1 ... Metadata Framework ... 156
5.2 ... Extension Center ... 158
5.3 ... Creating Extensions in Extension Center ... 163
5.4 ... Maintaining Extension Data ... 187
5.5 ... SAP Business Technology Platform ... 188
5.6 ... Summary ... 190
6 ... Business Rules ... 191
6.1 ... How Business Rules Work ... 192
6.2 ... Managing Business Rules ... 204
6.3 ... Creating a Business Rule ... 207
6.4 ... Off Cycle Event Batch ... 213
6.5 ... Business Rule Execution Log ... 217
6.6 ... Summary ... 218
7 ... Foundation Objects ... 219
7.1 ... Basics ... 219
7.2 ... Categories ... 222
7.3 ... Associations and Propagation ... 228
7.4 ... Configuration ... 231
7.5 ... Creating Foundation Object Data ... 238
7.6 ... Extending Foundation Objects ... 245
7.7 ... Company Structure Overview ... 246
7.8 ... Summary ... 249
8 ... Data Imports and Data Migration ... 251
8.1 ... Importing Data ... 252
8.2 ... Exporting Data ... 285
8.3 ... Mass Deleting Generic Object Data via Import ... 287
8.4 ... Permissioning Imports and Exports ... 288
8.5 ... Data Migration from SAP ERP Human Capital Management ... 291
8.6 ... Summary ... 292
PART II ... Features and Functionality ... 293
9 ... Position Management ... 295
9.1 ... Implicit Position Management ... 296
9.2 ... Positions Overview ... 297
9.3 ... Setting Up Position Management ... 304
9.4 ... Position Management in Other SAP SuccessFactors Applications ... 313
9.5 ... Company Structure Overview ... 314
9.6 ... Summary ... 317
10 ... Employee Data ... 319
10.1 ... Views ... 319
10.2 ... History and Audit Trail ... 339
10.3 ... Self-Services ... 342
10.4 ... Transactions ... 347
10.5 ... Configuration ... 351
10.6 ... Summary ... 357
11 ... Payments ... 359
11.1 ... Compensation Information ... 359
11.2 ... Pay Scale Structure ... 360
11.3 ... Location-Based Payments ... 364
11.4 ... Advances ... 365
11.5 ... Deductions ... 375
11.6 ... Alternative Cost Distribution ... 381
11.7 ... Summary ... 384
12 ... Time Management ... 385
12.1 ... Time Management Overview ... 385
12.2 ... Time Off ... 391
12.3 ... Summary ... 405
13 ... Benefits ... 407
13.1 ... Global Benefits ... 407
13.2 ... Configuration ... 408
13.3 ... Using Global Benefits ... 410
13.4 ... Country-Specific Benefits ... 414
13.5 ... US-Specific Benefits ... 416
13.6 ... Summary ... 418
14 ... Additional Employments ... 419
14.1 ... Basic Concepts ... 419
14.2 ... Global Assignments ... 420
14.3 ... Concurrent Employment ... 431
14.4 ... Higher Duty or Temporary Assignments ... 437
14.5 ... Using SAP SuccessFactors with Additional Employments ... 448
14.6 ... Summary ... 453
15 ... Contingent Workforce Management ... 455
15.1 ... Fundamentals of Contingent Workforce Management ... 456
15.2 ... Configuration ... 457
15.3 ... Contingent Workforce Permissions ... 461
15.4 ... Maintaining Contingent Workers ... 462
15.5 ... Viewing a Contingent Worker ... 464
15.6 ... SAP Fieldglass Integration ... 465
15.7 ... Summary ... 467
16 ... Mass Changes ... 469
16.1 ... Types of Mass Changes ... 469
16.2 ... Employment Data Mass Changes ... 470
16.3 ... Compensation Mass Changes ... 477
16.4 ... Position Mass Changes ... 479
16.5 ... Summary ... 483
17 ... Apprentice Management ... 485
17.1 ... Apprentice Management Setup ... 485
17.2 ... Working with Apprentice Management ... 487
17.3 ... Apprentice Reporting ... 492
17.4 ... Summary ... 492
18 ... Document Generation ... 493
18.1 ... Creating a Document Template ... 494
18.2 ... Creating Email Settings for a Document Template ... 496
18.3 ... Mapping Fields ... 498
18.4 ... Generating a Document ... 501
18.5 ... Summary ... 506
19 ... Reporting ... 507
19.1 ... The Current Status of Reporting ... 507
19.2 ... Report Center ... 508
19.3 ... Stories in SAP SuccessFactors People Analytics ... 509
19.4 ... Legacy Reporting Tools ... 518
19.5 ... Ad Hoc Reporting ... 521
19.6 ... Online Report Designer ... 522
19.7 ... Employee Central Advanced Reporting ... 526
19.8 ... Creating Reports ... 529
19.9 ... Scheduling Reports ... 536
19.10 ... Summary ... 538
20 ... Mobile ... 539
20.1 ... Enabling Features ... 540
20.2 ... Activation and Deactivation ... 542
20.3 ... Managing Mobile Devices ... 543
20.4 ... Using SAP SuccessFactors Mobile ... 545
20.5 ... Summary ... 554
21 ... SAP SuccessFactors Employee Central Supplements ... 555
21.1 ... SAP SuccessFactors Time Tracking ... 555
21.2 ... SAP Work Zone for HR ... 559
21.3 ... Employee Central Payroll ... 560
21.4 ... SAP SuccessFactors Employee Central Service Center ... 567
21.5 ... Summary ... 573
PART III ... Integration ... 575
22 ... Integration Basics ... 577
22.1 ... Integration Overview ... 578
22.2 ... Adapters ... 583
22.3 ... Application Programming Interfaces ... 584
22.4 ... Standard Integration Templates ... 588
22.5 ... Employee Delta Export ... 590
22.6 ... Summary ... 591
23 ... Integrating SAP SuccessFactors Employee Central with Other Applications ... 593
23.1 ... Packaged Integrations with SAP ... 594
23.2 ... Packaged Integrations with Third-Party Solutions ... 633
23.3 ... Summary ... 644
24 ... Integrating SAP SuccessFactors Employee Central with SAP SuccessFactors HXM Suite ... 645
24.1 ... User Data File ... 645
24.2 ... SAP SuccessFactors Compensation and Variable Pay ... 648
24.3 ... SAP SuccessFactors Recruiting ... 650
24.4 ... SAP SuccessFactors Onboarding ... 651
24.5 ... SAP SuccessFactors Succession & Development ... 652
24.6 ... Job Profile Builder ... 652
24.7 ... Employee Central Payroll ... 652
24.8 ... Summary ... 653
25 ... Integration Center ... 655
25.1 ... Integration Center Basics ... 655
25.2 ... Using the Integration Catalog ... 659
25.3 ... Creating a Custom Outbound Integration ... 661
25.4 ... Monitoring Integrations ... 668
25.5 ... Security Information ... 671
25.6 ... Summary ... 672
26 ... Intelligent Services ... 673
26.1 ... What Is Intelligent Services? ... 673
26.2 ... How Does Intelligent Services Work? ... 675
26.3 ... Intelligent Services Center ... 677
26.4 ... Creating Custom Subscribers ... 679
26.5 ... Monitoring Events ... 681
26.6 ... Summary ... 683
... Conclusion ... 685
... Recap ... 686
... Further Resources ... 686
... Summary ... 693
... The Authors ... 695
... Index ... 697
... Introduction ... 25
... Business Drivers for HR in the Cloud ... 27
... SAP SuccessFactors Strategy and Roadmap ... 28
... Licensing and Release Cycle ... 29
... Summary ... 30
PART I ... Foundations ... 31
1 ... SAP SuccessFactors Employee Central Basics ... 33
1.1 ... Benefits of Employee Central ... 33
1.2 ... People Profile ... 36
1.3 ... Position Management ... 39
1.4 ... Workflows ... 40
1.5 ... Other Capabilities ... 41
1.6 ... Foundation Objects ... 43
1.7 ... Summary ... 46
2 ... Implementation Steps and Considerations ... 47
2.1 ... Deployment Models ... 47
2.2 ... Implementation Considerations ... 50
2.3 ... Setting Up Employee Central ... 60
2.4 ... Post-Implementation and Ongoing Administration ... 66
2.5 ... Implementation Resources ... 68
2.6 ... Summary ... 72
3 ... Role-Based Permissions ... 73
3.1 ... Overview ... 73
3.2 ... Scenarios for Creating Roles ... 76
3.3 ... Creating Groups and Roles ... 77
3.4 ... Permissions ... 83
3.5 ... Summary ... 95
4 ... Events and Workflows ... 97
4.1 ... Employee Status ... 97
4.2 ... Events and Event Reasons ... 99
4.3 ... Workflows ... 109
4.4 ... Summary ... 153
5 ... Extensibility ... 155
5.1 ... Metadata Framework ... 156
5.2 ... Extension Center ... 158
5.3 ... Creating Extensions in Extension Center ... 163
5.4 ... Maintaining Extension Data ... 187
5.5 ... SAP Business Technology Platform ... 188
5.6 ... Summary ... 190
6 ... Business Rules ... 191
6.1 ... How Business Rules Work ... 192
6.2 ... Managing Business Rules ... 204
6.3 ... Creating a Business Rule ... 207
6.4 ... Off Cycle Event Batch ... 213
6.5 ... Business Rule Execution Log ... 217
6.6 ... Summary ... 218
7 ... Foundation Objects ... 219
7.1 ... Basics ... 219
7.2 ... Categories ... 222
7.3 ... Associations and Propagation ... 228
7.4 ... Configuration ... 231
7.5 ... Creating Foundation Object Data ... 238
7.6 ... Extending Foundation Objects ... 245
7.7 ... Company Structure Overview ... 246
7.8 ... Summary ... 249
8 ... Data Imports and Data Migration ... 251
8.1 ... Importing Data ... 252
8.2 ... Exporting Data ... 285
8.3 ... Mass Deleting Generic Object Data via Import ... 287
8.4 ... Permissioning Imports and Exports ... 288
8.5 ... Data Migration from SAP ERP Human Capital Management ... 291
8.6 ... Summary ... 292
PART II ... Features and Functionality ... 293
9 ... Position Management ... 295
9.1 ... Implicit Position Management ... 296
9.2 ... Positions Overview ... 297
9.3 ... Setting Up Position Management ... 304
9.4 ... Position Management in Other SAP SuccessFactors Applications ... 313
9.5 ... Company Structure Overview ... 314
9.6 ... Summary ... 317
10 ... Employee Data ... 319
10.1 ... Views ... 319
10.2 ... History and Audit Trail ... 339
10.3 ... Self-Services ... 342
10.4 ... Transactions ... 347
10.5 ... Configuration ... 351
10.6 ... Summary ... 357
11 ... Payments ... 359
11.1 ... Compensation Information ... 359
11.2 ... Pay Scale Structure ... 360
11.3 ... Location-Based Payments ... 364
11.4 ... Advances ... 365
11.5 ... Deductions ... 375
11.6 ... Alternative Cost Distribution ... 381
11.7 ... Summary ... 384
12 ... Time Management ... 385
12.1 ... Time Management Overview ... 385
12.2 ... Time Off ... 391
12.3 ... Summary ... 405
13 ... Benefits ... 407
13.1 ... Global Benefits ... 407
13.2 ... Configuration ... 408
13.3 ... Using Global Benefits ... 410
13.4 ... Country-Specific Benefits ... 414
13.5 ... US-Specific Benefits ... 416
13.6 ... Summary ... 418
14 ... Additional Employments ... 419
14.1 ... Basic Concepts ... 419
14.2 ... Global Assignments ... 420
14.3 ... Concurrent Employment ... 431
14.4 ... Higher Duty or Temporary Assignments ... 437
14.5 ... Using SAP SuccessFactors with Additional Employments ... 448
14.6 ... Summary ... 453
15 ... Contingent Workforce Management ... 455
15.1 ... Fundamentals of Contingent Workforce Management ... 456
15.2 ... Configuration ... 457
15.3 ... Contingent Workforce Permissions ... 461
15.4 ... Maintaining Contingent Workers ... 462
15.5 ... Viewing a Contingent Worker ... 464
15.6 ... SAP Fieldglass Integration ... 465
15.7 ... Summary ... 467
16 ... Mass Changes ... 469
16.1 ... Types of Mass Changes ... 469
16.2 ... Employment Data Mass Changes ... 470
16.3 ... Compensation Mass Changes ... 477
16.4 ... Position Mass Changes ... 479
16.5 ... Summary ... 483
17 ... Apprentice Management ... 485
17.1 ... Apprentice Management Setup ... 485
17.2 ... Working with Apprentice Management ... 487
17.3 ... Apprentice Reporting ... 492
17.4 ... Summary ... 492
18 ... Document Generation ... 493
18.1 ... Creating a Document Template ... 494
18.2 ... Creating Email Settings for a Document Template ... 496
18.3 ... Mapping Fields ... 498
18.4 ... Generating a Document ... 501
18.5 ... Summary ... 506
19 ... Reporting ... 507
19.1 ... The Current Status of Reporting ... 507
19.2 ... Report Center ... 508
19.3 ... Stories in SAP SuccessFactors People Analytics ... 509
19.4 ... Legacy Reporting Tools ... 518
19.5 ... Ad Hoc Reporting ... 521
19.6 ... Online Report Designer ... 522
19.7 ... Employee Central Advanced Reporting ... 526
19.8 ... Creating Reports ... 529
19.9 ... Scheduling Reports ... 536
19.10 ... Summary ... 538
20 ... Mobile ... 539
20.1 ... Enabling Features ... 540
20.2 ... Activation and Deactivation ... 542
20.3 ... Managing Mobile Devices ... 543
20.4 ... Using SAP SuccessFactors Mobile ... 545
20.5 ... Summary ... 554
21 ... SAP SuccessFactors Employee Central Supplements ... 555
21.1 ... SAP SuccessFactors Time Tracking ... 555
21.2 ... SAP Work Zone for HR ... 559
21.3 ... Employee Central Payroll ... 560
21.4 ... SAP SuccessFactors Employee Central Service Center ... 567
21.5 ... Summary ... 573
PART III ... Integration ... 575
22 ... Integration Basics ... 577
22.1 ... Integration Overview ... 578
22.2 ... Adapters ... 583
22.3 ... Application Programming Interfaces ... 584
22.4 ... Standard Integration Templates ... 588
22.5 ... Employee Delta Export ... 590
22.6 ... Summary ... 591
23 ... Integrating SAP SuccessFactors Employee Central with Other Applications ... 593
23.1 ... Packaged Integrations with SAP ... 594
23.2 ... Packaged Integrations with Third-Party Solutions ... 633
23.3 ... Summary ... 644
24 ... Integrating SAP SuccessFactors Employee Central with SAP SuccessFactors HXM Suite ... 645
24.1 ... User Data File ... 645
24.2 ... SAP SuccessFactors Compensation and Variable Pay ... 648
24.3 ... SAP SuccessFactors Recruiting ... 650
24.4 ... SAP SuccessFactors Onboarding ... 651
24.5 ... SAP SuccessFactors Succession & Development ... 652
24.6 ... Job Profile Builder ... 652
24.7 ... Employee Central Payroll ... 652
24.8 ... Summary ... 653
25 ... Integration Center ... 655
25.1 ... Integration Center Basics ... 655
25.2 ... Using the Integration Catalog ... 659
25.3 ... Creating a Custom Outbound Integration ... 661
25.4 ... Monitoring Integrations ... 668
25.5 ... Security Information ... 671
25.6 ... Summary ... 672
26 ... Intelligent Services ... 673
26.1 ... What Is Intelligent Services? ... 673
26.2 ... How Does Intelligent Services Work? ... 675
26.3 ... Intelligent Services Center ... 677
26.4 ... Creating Custom Subscribers ... 679
26.5 ... Monitoring Events ... 681
26.6 ... Summary ... 683
... Conclusion ... 685
... Recap ... 686
... Further Resources ... 686
... Summary ... 693
... The Authors ... 695
... Index ... 697