THR80 Introduction to SAP SuccessFactors Academy

Transcription

1 THR80 Introduction to SAP SuccessFactors Academy. COURSE OUTLINE Course Version: 71 Course Duration: 5 Day(s)

2 SAP Copyrights and Trademarks 2017 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. 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. Please see copyright/index.epx for additional trademark information and notices. 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 SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE 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 platform 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, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

3 Typographic Conventions American English is the standard used in this handbook. The following typographic conventions are also used. This information is displayed in the instructor s presentation Demonstration Procedure Warning or Caution Hint Related or Additional Information Facilitated Discussion User interface control Example text Window title Example text Copyright. All rights reserved. iii

4 iv Copyright. All rights reserved.

5 Contents vii Course Overview 1 Unit 1: SAP SuccessFactors HCM - Systems 1 Lesson: Getting Started with SAP SuccessFactors HCM 1 Lesson: Configuring SAP SuccessFactors: Instance and Provisioning Overview 1 Lesson: Navigating and Accessing Tools and Support in SAP SuccessFactors 1 Lesson: Administrator Basics 3 Unit 2: SAP SuccessFactors HCM - Permissions 3 Lesson: Managing Security Using SAP SuccessFactors Role Based Permissions(RBP) 3 Lesson: Managing Proxies 5 Unit 3: SAP SuccessFactors HCM - Basic Configurations 5 Lesson: Customizing the SAP SuccessFactors Instance 5 Lesson: Managing Company Settings 5 Lesson: Managing Mobile Settings 5 Lesson: Managing User Data 6 Lesson: Notifications 7 Unit 4: SAP SuccessFactors HCM - Performance Forms 7 Lesson: Modify a Route Map 7 Lesson: Modify a Rating Scale 9 Unit 5: SAP SuccessFactors HCM - Employee Profile 9 Lesson: Using XML in SAP SuccessFactors 9 Lesson: Configuring Employee Profile 9 Lesson: Managing Picklists 10 Lesson: People Profile 11 Unit 6: SAP SuccessFactors HCM - Competencies and Job Profile Builder 11 Lesson: Managing Competencies 11 Lesson: Describe Job Profile Builder 11 Lesson: Activate Job Profile Builder Copyright. All rights reserved. v

6 13 Unit 7: SAP SuccessFactors HCM - Integration Center and Instance Sync Tool 13 Lesson: Introduce and Describe Integration Center 13 Lesson: Create Integrations 13 Lesson: Instance Sync 15 Unit 8: SAP SuccessFactors HCM - Language Packs and Intelligent Services 15 Lesson: Managing Language Packs 17 Unit 9: SAP SuccessFactors HCM - Analytics 17 Lesson: Explaining Analytics 17 Lesson: Configuring Dashboard Permissions 17 Lesson: Ad Hoc Reports vi Copyright. All rights reserved.

7 Course Overview TARGET AUDIENCE This course is intended for the following audiences: Application Consultant Copyright. All rights reserved. vii

8 viii Copyright. All rights reserved.

9 UNIT 1 SAP SuccessFactors HCM - Systems Lesson 1: Getting Started with SAP SuccessFactors HCM Get started with SAP SuccessFactors HCM Lesson 2: Configuring SAP SuccessFactors: Instance and Provisioning Overview Describe an instance Describe Provisioning Describe how an instance relates to Provisioning Lesson 3: Navigating and Accessing Tools and Support in SAP SuccessFactors Log in to SAP SuccessFactors Describe the SAP SuccessFactors V12 Home Page and New Home Page Access the Administration Center Lesson 4: Administrator Basics Identify Administrator Tasks Troubleshoot User Login Issues Copyright. All rights reserved. 1

10 Unit 1: SAP SuccessFactors HCM - Systems 2 Copyright. All rights reserved.

11 UNIT 2 SAP SuccessFactors HCM - Permissions Lesson 1: Managing Security Using SAP SuccessFactors Role Based Permissions(RBP) Manage user control in SAP SuccessFactors using Role-Based Permission(RBP) Create a permission group Create permission roles Lesson 2: Managing Proxies Using Proxy in SAP SuccessFactors Assign and Remove Proxies Copyright. All rights reserved. 3

12 Unit 2: SAP SuccessFactors HCM - Permissions 4 Copyright. All rights reserved.

13 UNIT 3 SAP SuccessFactors HCM - Basic Configurations Lesson 1: Customizing the SAP SuccessFactors Instance Customize Themes Manage the Home Page Set a Company Logo Customize Resources, Help, and Tutorials Enable the Show Me Tool Utilize Action Search Configure custom navigations Lesson 2: Managing Company Settings Manage Company System Settings Enable the V12 Org Chart Modify Password and Login Policy Settings Customize the System Language Lesson 3: Managing Mobile Settings Manage mobile settings Lesson 4: Managing User Data Copyright. All rights reserved. 5

14 Unit 3: SAP SuccessFactors HCM - Basic Configurations Manage the User Data File (UDF) Lesson 5: Notifications Communicate with Users 6 Copyright. All rights reserved.

15 UNIT 4 SAP SuccessFactors HCM - Performance Forms Lesson 1: Modify a Route Map Modify a Route Map Lesson 2: Modify a Rating Scale Modify a Rating Scale Copyright. All rights reserved. 7

16 Unit 4: SAP SuccessFactors HCM - Performance Forms 8 Copyright. All rights reserved.

17 UNIT 5 SAP SuccessFactors HCM - Employee Profile Lesson 1: Using XML in SAP SuccessFactors Describe Extensible Markup Language (XML) and its purpose Explain the relationship between Extensible Markup Language (XML) and a Document Type Definition (DTD) file Identify the components of well-formed Extensible Markup Language (XML) Define the key Extensible Markup Language (XML) terms Lesson 2: Configuring Employee Profile Describe Employee Profile Examine the Configuration Process Configure Standard Elements Configure Employee Profile Permissions Configure Custom Fields and Filtering Configure the Employee Profile Layout Turn On and Configure My Groups Lesson 3: Managing Picklists Describe Picklists in SAP SuccessFactors Add a Picklist to an Employee Profile Export a Picklist Edit a Picklist Copyright. All rights reserved. 9

18 Unit 5: SAP SuccessFactors HCM - Employee Profile Import a Picklist Lesson 4: People Profile Describe People Profile Identify Prerequisites for and Enable People Profile Explain the New User Experience Describe the New Employee Profile Functionality List the New Configuration Tools Identify What Has Been Removed From v11 and v12 Employee Profiles Identify Functional Limitations List Additional Required Steps When Upgrading to People Profile 10 Copyright. All rights reserved.

19 UNIT 6 SAP SuccessFactors HCM - Competencies and Job Profile Builder Lesson 1: Managing Competencies Describe competencies Create competencies Lesson 2: Describe Job Profile Builder Describe Job Profile Builder Lesson 3: Activate Job Profile Builder Enable and Grant Access for Job Profile Builder Copyright. All rights reserved. 11

20 Unit 6: SAP SuccessFactors HCM - Competencies and Job Profile Builder 12 Copyright. All rights reserved.

21 UNIT 7 SAP SuccessFactors HCM - Integration Center and Instance Sync Tool Lesson 1: Introduce and Describe Integration Center Describe Integration Center Lesson 2: Create Integrations Create integrations using templates from the Integration Catalog Manually create an integration Identify the different settings for an integration Check or monitor the status of an integration Lesson 3: Instance Sync Instance Sync Copyright. All rights reserved. 13

22 Unit 7: SAP SuccessFactors HCM - Integration Center and Instance Sync Tool 14 Copyright. All rights reserved.

23 UNIT 8 SAP SuccessFactors HCM - Language Packs and Intelligent Services Lesson 1: Managing Language Packs Describe the translation process Collect requirements in the translation workbook Set up languages in Provisioning Implement translations in Goal Management Implement translations in Performance Management Implement translations in Employee Profile Describe the Localization Process Intelligent Services Copyright. All rights reserved. 15

24 Unit 8: SAP SuccessFactors HCM - Language Packs and Intelligent Services 16 Copyright. All rights reserved.

25 UNIT 9 SAP SuccessFactors HCM - Analytics Lesson 1: Explaining Analytics Explain Analytics Identify Analytics tools Describe the Analytics portfolio Enable reporting rights Navigate to Analytics List additional resources for Analytics tools Lesson 2: Configuring Dashboard Permissions Identify Dashboards functionality Manage Dashboard permissions Configure Dashboards Use tile-based Dashboards Construct tile-based Dashboards Lesson 3: Ad Hoc Reports Define Ad Hoc Report Builder Select Report Permissions Navigate to the Ad Hoc Report Builder Select Report Types and Other Specifications Copyright. All rights reserved. 17

26 Unit 9: SAP SuccessFactors HCM - Analytics Select People Select Data Sets Select Columns Select Filters Run Reports Share Reports Use Additional Report Actions 18 Copyright. All rights reserved.