THR80

SAP SuccessFactors Platform

Introduction Academy

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COURSE OUTLINE
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Course Version: 2405
Course Duration:
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iv © Copyright. All rights reserved.
Contents

vii Course Overview

1 Unit 1: Introducing SAP SuccessFactors

1 Lesson: Summarizing the SuccessFactors History and Modules

1 Lesson: Accessing Provisioning and Instance

3 Unit 2: Setting up SAP SuccessFactors Provisioning

3 Lesson: Accessing the Provisioning area

5 Unit 3: Describing SAP SuccessFactors Administrator and Admin Center

5 Lesson: Getting Started with Administration

5 Lesson: Navigating Admin Center, Tiles, and Favorites

7 Unit 4: Setting up Permissions and system wide features in SAP

SuccessFactors

7 Lesson: Managing security using SAP SuccessFactors Role-Based

Permissions (RBP)
7 Lesson: Using Proxy Management
7 Lesson: Managing Company System and Logo settings and
Platform Feature Settings

9 Unit 5: Performing Administrator tasks in SAP SuccessFactors

9 Lesson: Using Admin Alerts

9 Lesson: Using Check Tool to validate configuration
9 Lesson: Modifying System Access Settings
9 Lesson: Defining Jobs in the Schedule Job Manager
9 Lesson: Running the Execution Manager
9 Lesson: Using the Upgrade Center

© Copyright. All rights reserved. v

11 Unit 6: Configuring user experience in SAP SuccessFactors

11 Lesson: Using Action Search, other Searches, and Custom

Navigation
11 Lesson: Using the Org Chart
11 Lesson: Accessing Built-In Support
11 Lesson: Customizing the Home Page
11 Lesson: Navigating with Quick Cards
12 Lesson: Managing Mobile Settings
12 Lesson: Implementing e-mail notifications
12 Lesson: Customizing the SAP SuccessFactors instance
12 Lesson: Creating Text Replacements
12 Lesson: Using the Manage Languages Tool
12 Lesson: Implementing translations
13 Lesson: Customizing Legal Scan
13 Lesson: Maintaining the Company Logo

15 Unit 7: Configuring People Profile in SAP SuccessFactors

15 Lesson: Configuring Succession Data Model and Configure People

Profile
15 Lesson: Managing Business Configuration
16 Lesson: Maintaining Picklists in the Picklist Center
16 Lesson: Managing the User Data File

17 Unit 8: Defining MDF and Business Rules in SAP SuccessFactors

17 Lesson: Defining Metadata Framework (MDF) objects

17 Lesson: Configuring MDF objects
17 Lesson: Creating and triggering Business Rules
17 Lesson: Managing the Succession Data Model with the Business
Configuration Tool and MDF Blocks

19 Unit 9: Exploring THR98 topics

19 Lesson: Introducing THR98 Topics

21 Unit 10: Explaining release management & resources in SAP

SuccessFactors

21 Lesson: Accessing important resources

21 Lesson: Understanding release updates and the What's New Viewer

vi © Copyright. All rights reserved.

Course Overview

TARGET AUDIENCE
This course is intended for the following audiences:
● Application Consultant

© Copyright. All rights reserved. vii

viii © Copyright. All rights reserved.
 UNIT 1 Introducing SAP
SuccessFactors

Lesson 1: Summarizing the SuccessFactors History and Modules

Lesson Objectives
After completing this lesson, you will be able to:

● Download the Course Files

● Provide a brief history of SAP SuccessFactors
● Provide an overview of SAP SuccessFactors Modules
● Describe SAP SuccessFactors Platform Architecture

Lesson 2: Accessing Provisioning and Instance

Lesson Objectives
After completing this lesson, you will be able to:

● Access an Instance
● Access Provisioning
● Control access to instances and Provisioning
● Configure changes in Provisioning that will be reflected in the instance
● Log into an SAP SuccessFactors instance

© Copyright. All rights reserved. 1

Unit 1: Introducing SAP SuccessFactors

2 © Copyright. All rights reserved.

 UNIT 2 Setting up SAP SuccessFactors
Provisioning

Lesson 1: Accessing the Provisioning area

Lesson Objectives
After completing this lesson, you will be able to:

● Manage Company Settings in Provisioning

● Create a new admin user from Provisioning

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Unit 2: Setting up SAP SuccessFactors Provisioning

4 © Copyright. All rights reserved.

 UNIT 3 Describing SAP SuccessFactors
Administrator and Admin
Center

Lesson 1: Getting Started with Administration

Lesson Objectives
After completing this lesson, you will be able to:

● Identify Administrator Tasks

● Manage Support Access
● Ensure that consultants and customers use the same SAP SuccessFactors common terms
● Maintain Superadmin, security admin, and module admins

Lesson 2: Navigating Admin Center, Tiles, and Favorites

Lesson Objectives
After completing this lesson, you will be able to:

● Access the Administration Center

© Copyright. All rights reserved. 5

Unit 3: Describing SAP SuccessFactors Administrator and Admin Center

6 © Copyright. All rights reserved.

 UNIT 4 Setting up Permissions and
system wide features in SAP
SuccessFactors

Lesson 1: Managing security using SAP SuccessFactors Role-Based

Permissions (RBP)
Lesson Objectives
After completing this lesson, you will be able to:

● Manage Security with SAP SuccessFactors Role-Based Permissions (RBP)

● Create Permission Groups
● Describe SAP SuccessFactors permission roles
● Verify the roles that grant a permission with User Role Search

Lesson 2: Using Proxy Management

Lesson Objectives
After completing this lesson, you will be able to:

● Act as a proxy in SAP SuccessFactors

● Use Proxy tools to Assign and Remove Proxies

Lesson 3: Managing Company System and Logo settings and

Platform Feature Settings
Lesson Objectives
After completing this lesson, you will be able to:

● Manage Company System Settings in the Admin Center

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Unit 4: Setting up Permissions and system wide features in SAP SuccessFactors

8 © Copyright. All rights reserved.

 UNIT 5 Performing Administrator tasks
in SAP SuccessFactors

Lesson 1: Using Admin Alerts

Lesson Objectives
After completing this lesson, you will be able to:

● Use Admin Alerts

Lesson 2: Using Check Tool to validate configuration

Lesson Objectives
After completing this lesson, you will be able to:

● Verify that the configuration is valid using the Check Tool

Lesson 3: Modifying System Access Settings

Lesson Objectives
After completing this lesson, you will be able to:

● Modify password and login policy settings

● Manage Login Accounts

Lesson 4: Defining Jobs in the Schedule Job Manager

Lesson Objectives
After completing this lesson, you will be able to:

● Work with Schedule Job Manager

Lesson 5: Running the Execution Manager

Lesson Objectives
After completing this lesson, you will be able to:

● Deploy the Execution Manager

Lesson 6: Using the Upgrade Center

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 Unit 5: Performing Administrator tasks in SAP SuccessFactors

Lesson Objectives
After completing this lesson, you will be able to:

● Use navigation tools to access the Upgrade Center

10 © Copyright. All rights reserved.

 UNIT 6 Configuring user experience in
SAP SuccessFactors

Lesson 1: Using Action Search, other Searches, and Custom

Navigation
Lesson Objectives
After completing this lesson, you will be able to:

● Modify People Search and Action Search

● Maintain Custom Navigations

Lesson 2: Using the Org Chart

Lesson Objectives
After completing this lesson, you will be able to:

● Configure Org Chart settings using Org Chart Configuration

Lesson 3: Accessing Built-In Support

Lesson Objectives
After completing this lesson, you will be able to:

● Use Built in Support

Lesson 4: Customizing the Home Page

Lesson Objectives
After completing this lesson, you will be able to:

● Describe the Home Page

● Use Manage Home Page feature to customize the Home page

Lesson 5: Navigating with Quick Cards

Lesson Objectives
After completing this lesson, you will be able to:

● Navigate in the Application with the Quick Cards

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 Unit 6: Configuring user experience in SAP SuccessFactors

Lesson 6: Managing Mobile Settings

Lesson Objectives
After completing this lesson, you will be able to:

● Enable Mobile Functionality

● Add Mobile Users
● Manage Mobile Settings

Lesson 7: Implementing e-mail notifications

Lesson Objectives
After completing this lesson, you will be able to:

● Make changes to e-mail templates

● Manage communications in SAP SuccessFactors with triggered e-mail notifications

Lesson 8: Customizing the SAP SuccessFactors instance

Lesson Objectives
After completing this lesson, you will be able to:

● Customize the SAP SuccessFactors application themes

Lesson 9: Creating Text Replacements

Lesson Objectives
After completing this lesson, you will be able to:

● Replace system text with Text Replacement

Lesson 10: Using the Manage Languages Tool

Lesson Objectives
After completing this lesson, you will be able to:

● Replace System Text with Manage Languages

Lesson 11: Implementing translations

Lesson Objectives
After completing this lesson, you will be able to:

● Implement translations to configuration labels

● Collect requirements in the Translation Workbook
● Set up languages in Provisioning

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● Configure the Succession Data Model XML file in for translations
● Implement translations in People Profile

Lesson 12: Customizing Legal Scan

Lesson Objectives
After completing this lesson, you will be able to:

● Modify Legal Scan Library

Lesson 13: Maintaining the Company Logo

Lesson Objectives
After completing this lesson, you will be able to:

● Set up a Company Logo

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Unit 6: Configuring user experience in SAP SuccessFactors

14 © Copyright. All rights reserved.

 UNIT 7 Configuring People Profile in
SAP SuccessFactors

Lesson 1: Configuring Succession Data Model and Configure People

Profile
Lesson Objectives
After completing this lesson, you will be able to:

● Modify the Extensible Markup Language (XML) files

● Validate the Extensible Markup Language (XML) file with a Document Type Definition (DTD) file
● Verify that the Extensible Markup Language (XML) file is well-formed
● Define the key Extensible Markup Language (XML) terms
● Configure the Succession Data Model to Make Changes in SAP SuccessFactors
● Import and Export the Succession Data Model XML in Provisioning
● Download the Succession Data Model from Admin Center
● Navigate in the Different Elements of the Succession Data Model
● Use Admin Center and Succession Data Model to configure People Profile
● Configure standard elements in People Profile
● Configure Custom Fields
● Manage the People Profile using the Configure People Profile tool
● Maintain the People Profile using Header Settings
● Hide, show, and upload a photo into People Profile
● Run Batch Upload and Batch Export processes

Lesson 2: Managing Business Configuration

Lesson Objectives
After completing this lesson, you will be able to:

● Manage Business Configuration

● Modify the profile with Business Configuration UI (BCUI)
● Add permissions for BCUI
● Update the Succession Data Model with BCUI

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 Unit 7: Configuring People Profile in SAP SuccessFactors

Lesson 3: Maintaining Picklists in the Picklist Center

Lesson Objectives
After completing this lesson, you will be able to:

● Maintain picklists using the Picklist Center

Lesson 4: Managing the User Data File

Lesson Objectives
After completing this lesson, you will be able to:

● Access required permissions to import employees

● Maintain user data with the User Data File and Admin Center

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 UNIT 8 Defining MDF and Business
Rules in SAP SuccessFactors

Lesson 1: Defining Metadata Framework (MDF) objects

Lesson Objectives
After completing this lesson, you will be able to:

● Understand the Metadata Framework to maintain (MDF) objects

● Enable MDF and assign permissions for access

Lesson 2: Configuring MDF objects

Lesson Objectives
After completing this lesson, you will be able to:

● Describe options for configuring MDF objects

Lesson 3: Creating and triggering Business Rules

Lesson Objectives
After completing this lesson, you will be able to:

● Create Business Rules using the Rules Engine

● Identify use cases for configuring Business Rules using the Rules Engine
● Define when rules are triggered

Lesson 4: Managing the Succession Data Model with the Business

Configuration Tool and MDF Blocks
Lesson Objectives
After completing this lesson, you will be able to:

● Customize People Profile with MDF blocks

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Unit 8: Defining MDF and Business Rules in SAP SuccessFactors

18 © Copyright. All rights reserved.

 UNIT 9 Exploring THR98 topics

Lesson 1: Introducing THR98 Topics

Lesson Objectives
After completing this lesson, you will be able to:

● Describe Succession Data Model Advanced Features

● Explain reports in the self-service reporting solutions
● Describe the Job Description Manager and Job Profile Builder
● Introduce Talent Intelligence Hub in SAP SuccessFactors
● Understand Opportunity Marketplace in SAP SuccessFactors
● Define Dynamic Teams in SAP SuccessFactors
● Explain Configuration Transport Center in SAP SuccessFactors
● Setting up Instance Sync and Instance Refresh in SAP SuccessFactors
● Illustrate Intelligent Services and OData APIs in SAP SuccessFactors
● Appreciate Document Management in SAP SuccessFactors
● Define Data Protection and Privacy in SAP SuccessFactors
● Outline Accessibility in SAP SuccessFactors

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Unit 9: Exploring THR98 topics

20 © Copyright. All rights reserved.

 UNIT 10 Explaining release management
& resources in SAP
SuccessFactors

Lesson 1: Accessing important resources

Lesson Objectives
After completing this lesson, you will be able to:

● Access available resources to support SAP SuccessFactors solutions

● Connect to SAP solutions using SAP Cloud Identity Authentication Service (IAS)
● Access the SAP Help Portal
● Finding the SAP Help Portal

Lesson 2: Understanding release updates and the What's New Viewer

Lesson Objectives
After completing this lesson, you will be able to:

● Stay current with the SAP SuccessFactors solutions

● Maintain knowledge with the release updates via the What's New Viewer

© Copyright. All rights reserved. 21