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Learning
Process Diagrams

SAP SuccessFactors process library

November 2023
Table of contents
MHR-110 Learning ......................................................................................................................................................... 3
MHR-110-10 Learning Management................................................................................................................. 3
MHR-110-10-10 Manage Learning Forecast................................................................................................ 4
MHR-110-10-20 Analyze Learning Needs ..................................................................................................... 7
MHR-110-10-30 Manage Learning Content .............................................................................................. 10
MHR-110-10-30-10 Decide on Delivery Method ................................................................................... 13
MHR-110-10-30-20 Create New Learning Item ...................................................................................... 16
MHR-110-10-40 Create Class .............................................................................................................................. 19
MHR-110-20 Learning Administration ......................................................................................................... 22
MHR-110-20-10 Assign Learning (Self-Assignment) .......................................................................... 23
MHR-110-20-20 Assign Learning (Manager Assignment) ............................................................... 26
MHR-110-20-30 Assign Learning (Mass Assignment) ........................................................................ 29
MHR-110-20-50 Register for Class .................................................................................................................. 31
MHR-110-20-60 Cancel Class Registration ............................................................................................... 34
MHR-110-20-70 Manage Waitlist ..................................................................................................................... 37
MHR-110-20-80 Record Ad Hoc Learning Activities .......................................................................... 40
MHR-110-20-90 Record Additional Learning Activities .................................................................. 43
MHR-110-20-100 Create Assignment Profile .......................................................................................... 46
MHR-110-20-110 Execute Assignment Profile ....................................................................................... 49
MHR-110-30 Learning Execution ..................................................................................................................... 52
MHR-110-30-10 Consume Learning (Online Learning) .................................................................... 53
MHR-110-30-20 Consume Learning (Class).............................................................................................. 56
MHR-110-30-30 Learning Follow-Up............................................................................................................. 59

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MHR-110 Learning

MHR-110-10 Learning Management

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MHR-110-10-10 Manage Learning Forecast
Documentation: This process refers to the ability to run quarterly forecast processes, in which Learners and
Organizational Owners can express their training requirements for an upcoming training period. The Training
Forecast process focusses on training requirements that have not otherwise been established in other
processes (i.e. Already assigned items, curricula and programs; requested external trainings).

Use cases:

• Learning organizations conduct regular budget and resource planning. The training forecasting process
provides an insight into training requirements that are not planned as part of mandatory or automated
assignments and thus are not reflected in regular training forecasts
• The training planner allows to plan for training requirements of employees that are yet to join the
organization

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• Learners and managers provide an indication for non-mandatory learning activities as a forecast for
future learning requirements (i.e. vocational training, special learning assignments)
• The aggregated learning requirements of the organization are used during the analysis of learning needs
and serve as an additional criteria

Prerequisites:

• Forecasting period needs to be established

• Participating organizations need to be identified

Success Criteria:

• Training forecast includes different sources of information

• Training forecast reflects future needs

Start and End Events

Event Name Element type Responsible

Training forecasting period started Start Timer Event Learning Administrator

Training Forecast Completed End Event Learning Administrator

Notification Received Start Message Event Learner

Departmental Forecast Submitted End Event Line Manager

Process Roles
 Name Description

Learner Plans and executes own learning plan. Can be either internal or external employee.

Learning Administrator Maintains learning items, programs, curriculums and catalogs. Plans and schedules instructor-
led offerings and manages participation.

Line Manager Manages a team of employees and/or line managers. Direct supervisor of the employee,
having people management and budget responsibilities. Can be on all levels of the
organization.

Input/Output Documents

Name Description

Training Plan In training plan, learners and organizational owners can express their training requirements for
an upcoming training period. Training plan reflects not only mandatory/already assigned
learning activities, but also future needs.

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MHR-110-10-20 Analyze Learning Needs
Name: MHR-110-10-20 Analyze Learning Needs

Documentation: This process refers to the creation of a decision template for the Chief Learning Officer with
enough information for the CLO to make an educated decision to fund the presented Training Plan for the
organization.

Use cases:

• Learners have indicated their learning needs through self-assignment of learning items/
programs/curricula
• Organizational strategy requires learning offerings to be updated
• A forecasting period is defined and involved parties express their interest both in terms of topics as well
as in number of required seats

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• Regular consolidation of learning needs expressed by the organization, top-down (strategy) as well as
bottom-up (employees and line managers)
• Review of existing offerings and preparation of decision proposal(s) for updates to respond to the
learning needs
• Decision proposals to be validated by the Chief Learning Officer, include required budget and make-or-
buy proposal

Prerequisites:

• Learners can indicate learning needs in SuccessFactors Learning

Success Criteria:

• Learning offerings are aligned with the learning requirements of the organization

Start and End Events

Event Name Element type Responsible

Review of Learning Needs Required Start Event Learning Manager

New Content Requirements Approved End Event Chief Learning Officer

Process Roles

Name Description

Chief Learning Officer Develops and drives the learning strategy aligned with the business goals of the organization.
 Name Description

HR Business Partner Supports Line Managers in HR related topics, such as personnel planning and development,
headcount planning etc. The HRBP is considered the interface between HR and the Business
and needs to understand business strategy and its impact to the various parts of the
organization and what HR needs derive from that business strategy.

Learning Manager Responsible for analyzing the organization’s learning needs, determining an adequate learning
plan, and planning and execution of related enhancements to the learning offering.

Input/Output Documents

Name Description

Event Registration The "Event Registration" data object in SAP SuccessFactors Learning LMS refers to the records
of users enrolling in certain scheduled learning events or sessions, such as webinars,
workshops, or live training. It contains data about the learner, the event details, the date of
registration, and the status (confirmed, waitlisted, canceled etc). This object is vital for session
planning, attendance tracking, and communication of event-related information.

External Training Request The "External Training Request" data object in SAP SuccessFactors Learning LMS relates to the
record of requests made by users for learning content or training sessions not offered within
the current system. It includes data about the requester, the requested training details, the
reason for the request, approval status, and any associated costs. This object helps in
recognizing learning needs beyond the current catalog and managing approvals for external
training.

Learning Assignments The "Learning Assignments" data object in the SAP SuccessFactors Learning LMS refers to the
record of tasks or courses assigned to a user. It holds data about what, when, and to whom
learning content has been assigned. This object is crucial for tracking the learning pathway and
progress of individual learners within the system.

Performance Review A systematic, general and periodic assessment of an employee's performance and
productivity in relation to certain pre-established criteria and organizational objectives.

Training Plan In training plan, learners and organizational owners can express their training requirements for
an upcoming training period. Training plan reflects not only mandatory/already assigned
learning activities, but also future needs.

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MHR-110-10-30 Manage Learning Content
Name: MHR 110-10-30 Manage Learning Content

Documentation: This process refers to the ability to manage the offering of learning activities in the LMS. It
describes the creation of learning items and how they are implemented.

Use Cases:

• New content to be developed or sourced

• Feedback on learning item quality requiring review of content

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• Maintain a reference of learning items: classroom, e-learning, blended, other (i.e. read a book) to show
what learning offerings are proposed by the organization
• Provide learning organization with a fixed reference of learning items they conduct, including
pedagogical and logistical details
• Provide item definitions with sufficient meta information to support categorizations and structured
search as well as process support (i.e. pre-requisites, etc.)

Prerequisites:

• Delivery method has been established

• Learning Content Source has been established
• Decision “Make vs. Buy” has been made

Success Criteria:

• New and updated learning content is available

• Available learning content is ready to be used
• Necessary categorization information (Metadata) has been provided

Start and End Events

Event Name Element type Responsible

New Content Requirements Approved Start Event Learning Manager

Learning Content Updated End Event Learning Administrator

Process Roles

Name Description

Learning Administrator Maintains learning items, programs, curriculums and catalogs. Plans and schedules instructor-
led offerings and manages participation.
 Name Description

Learning Manager Responsible for analyzing the organization’s learning needs, determining an adequate learning
plan, and planning and execution of related enhancements to the learning offering.

Input/Output Documents

Name Description

No data objects given.

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MHR-110-10-30-10 Decide on Delivery Method
Name: MHR-110-10-30-10 Decide on Delivery Method

Documentation: This process is subprocess of the “Manage Learning Content” process. It refers to activities
which need to be done for defining how a certain learning item should be delivered, for example: evaluation
of internal capabilities, evaluation of vendor capabilities, defining approach for categorization of training
costs, etc.

Use cases:

• A new course has been requested by stakeholders. The requirements are clear. The method of delivery
(i.e. E-Learning, instructor led, on-the-job-training, etc.) needs to be decided. Expected costs, learning
impact and other constraints will influence the decision and need to be considered to find an adequate
delivery method as well as a suitable sourcing approach (Buy vs Build)

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• Before a training is created, the learning organization needs to asses how the new training should be
delivered, what capabilities are available, what capabilities need to be developed and what are the
expected costs
• Decide on “Build vs. Buy”

Prerequisites:

• Training purpose is clear

• Training requirements are clear
• Costing approach has been discussed with stakeholders

Success Criteria:

• Internal capabilities have been reviewed

• Potential vendor capabilities have been reviewed
• Training costs are categorized
• Method of delivery is clear
• Buy vs. Build has been decided

Start and End Events

Event Name Element type Responsible

Delivery Method To Be Decided On Start Event HR Business Partner

Delivery Method Decided End Event Learning Manager

Process Roles
 Name Description

HR Business Partner Supports Line Managers in HR related topics, such as personnel planning and development,
headcount planning etc. The HRBP is considered the interface between HR and the Business
and needs to understand business strategy and its impact to the various parts of the
organization and what HR needs derive from that business strategy.

Learning Manager Responsible for analyzing the organization’s learning needs, determining an adequate learning
plan, and planning and execution of related enhancements to the learning offering.

Input/Output Documents

Name Description

No data objects given.

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MHR-110-10-30-20 Create New Learning Item
Name: MHR-110-10-30-20 Create Learning Item

Documentation: This process is a sub process of the “Manage Learning Content” process. It refers to activities
which are needed to add learning item, such as item type, linked competencies, linked surveys, respective
approval process, etc.

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• This process is a subprocess of the “Manage Learning Content” process.

• It refers to activities which are needed to create learning item, such as item type, linked competencies,
linked surveys, respective approval process, etc.

Prerequisites:

• Learning Item Delivery Method has been established

• Learning Content is available

Success Criteria:

• A new item has been created and published into the library
• The delivery method is ideal for the content and the audience
• Automation options have been updated
• Learners can consume the learning item

Start and End Events

Event Name Element type Responsible

New Content Developed or Sourced Start Event Learning Administrator

Learning Item Created End Event Learning Administrator

Process Roles

Name Description

Learning Administrator Maintains learning items, programs, curriculums and catalogs. Plans and schedules instructor-
led offerings and manages participation.

Input/Output Documents

Name Description

Learning Assignment Profile The "Learning Assignment Profile" data object in SAP SuccessFactors Learning LMS refers to a
set of rules or criteria that determine the specific learning assignments for a user or a group of
 Name Description
users. It includes details like job role, department, location, skill level, or other attributes, and
automatically assigns appropriate learning tasks based on these factors, making the process
of course assignment more efficient and targeted. Assignment profiles are also used to
automate recommendations, access to libraries, automate the assignment of user roles, and
other automation.

Learning Item Inventory The "Learning Item Inventory" data object in SAP SuccessFactors Learning LMS refers to the
list of individual learning items available within the system. These items might include specific
courses, modules, lectures, or resources. It holds data about each item's details, availability,
associations with courses or curriculums, and any usage restrictions. This object is central to
managing, organizing, and distributing the learning content. The Learning Item Inventory is not
accessible to Learners. It is a technical repository for the Learning Administrators.

Learning Library The "Learning Library" data object in the SAP SuccessFactors Learning LMS represents the
collection of all learning materials and resources available in the system. Beyond courses, it
contains things like training videos, reference documents, slides, handouts, or other types of
learning aids that can be used for training. The library is a resource hub for learners to access
and utilize the learning content.

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MHR-110-10-40 Create Class
Name: MHR-110-10-40 Create Class

Documentation: This process refers to the ability to create and maintain classes (formerly known as
scheduled offerings) as instances of Instructor-Led items.

Use Cases:

• Learning Content has been updated and new instructor-led events need to be scheduled
• Learning Administrator receives an automatic notification when x users (defined in minimum registration)
have requested a class to be scheduled
• A training plan indicates the need for specific offerings in a specific region and/or time frame

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• Organize scheduled events and manage the resource requirements of instructor lead trainings
• Classes can take place in classrooms and in virtual classrooms. In both cases registration management,
waiting lists, maximum and minimum number of participants should be defined as part of the class
• Classes are made available through the library. The choice of libraries controls the visibility of the
classes toward the Learner

Prerequisites:

• Learning item inventory

• Identified population
• Information on resources, available dates and regions

Success Criteria: Sufficient and appropriate scheduled offerings have been made available in order to satisfy
the imminent demand

Start and End Events

Event Name Element type Responsible

Automatic notification when x learners have Start Message Event Learning Administrator
requested a class to be scheduled

Learning Content Updated Start Event Learning Administrator

Class Scheduled End Event Learning Administrator

Process Roles

Name Description

Learning Administrator Maintains learning items, programs, curriculums and catalogs. Plans and schedules instructor-
led offerings and manages participation.
Input/Output Documents

Name Description

Class Class contains: Summary Information (Learning Item Type and ID), Schedule Information (Start
and End Date/Time), Resources (Facility, Location, Instructor, Equipment) and Registration
Form Custom Columns (e.g. date of arrival, accommodation, etc.).

Event Registration The "Event Registration" data object in SAP SuccessFactors Learning LMS refers to the records
of users enrolling in certain scheduled learning events or sessions, such as webinars,
workshops, or live training. It contains data about the learner, the event details, the date of
registration, and the status (confirmed, waitlisted, canceled etc). This object is vital for session
planning, attendance tracking, and communication of event-related information.

Learning Item Inventory The "Learning Item Inventory" data object in SAP SuccessFactors Learning LMS refers to the
list of individual learning items available within the system. These items might include specific
courses, modules, lectures, or resources. It holds data about each item's details, availability,
associations with courses or curriculums, and any usage restrictions. This object is central to
managing, organizing, and distributing the learning content. The Learning Item Inventory is not
accessible to Learners. It is a technical repository for the Learning Administrators.

Learning Library The "Learning Library" data object in the SAP SuccessFactors Learning LMS represents the
collection of all learning materials and resources available in the system. Beyond courses, it
contains things like training videos, reference documents, slides, handouts, or other types of
learning aids that can be used for training. The library is a resource hub for learners to access
and utilize the learning content.

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MHR-110-20 Learning Administration
MHR-110-20-10 Assign Learning (Self-Assignment)
Documentation: This process refers to the ability to find suitable learning offerings for a learner and to make
the self-assignment of learning item.

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• To identify suitable learning items in the learning library and assign them to the overview of learning
assignments
• Assignments can be done by the learner themselves

Prerequisites:

• Learning items are linked to competencies

• Learning items are available in catalog
• Item inventory is available

Success Criteria:

• Learning Plans (To-Do-Lists) are filled with appropriate learning activities

• Learners are able to make learning assignments

Start and End Events

Event Name Element type Responsible

Learning Need Identified Start Event Learner

No Suitable Learning Found End Event Learner

Learning Opportunity Identified Intermediate Link Event Learner

Learning Assignments Updated End Event Learner

Process Roles

Name Description

Learner Plans and executes own learning plan. Can be either internal or external employee.

Input/Output Documents
 Name Description

Learning The "Learning Library" data object in the SAP SuccessFactors Learning LMS represents the
collection of all learning materials and resources available in the system. Beyond courses, it
Library contains things like training videos, reference documents, slides, handouts, or other types of
learning aids that can be used for training. The library is a resource hub for learners to access
and utilize the learning content.

Learning Recommendations of previous learners for certain learning items.

Recommendations

Learning Assignments The "Learning Assignments" data object in the SAP SuccessFactors Learning LMS refers to the
record of tasks or courses assigned to a user. It holds data about what, when, and to whom
learning content has been assigned. This object is crucial for tracking the learning pathway and
progress of individual learners within the system.

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MHR-110-20-20 Assign Learning (Manager Assignment)
Documentation: This process refers to the ability to find suitable learning offerings for a learner and to make
assignments as a manager.

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• To identify suitable learning items in the learning catalog and assign them to the overview of learning
assignments
• Assignments can be done by line managers to learners

Prerequisites:

• Learning items are linked to competencies

• Learning items are available in catalog
• Item inventory is available

Success Criteria:

• Learning Plans (To-Do-Lists) are filled with appropriate learning activities

• Managers are able to make learning assignments

Start and End Events

Event Name Element type Responsible

Learning Need Identified for Team Start Event Line Manager

Member(s)

Learning Assignments Updated End Event Line Manager

Process Roles

Name Description

Line Manager Manages a team of employees and/or line managers. Direct supervisor of the employee,
having people management and budget responsibilities. Can be on all levels of the
organization.

Input/Output Documents

Name Description

Learning The "Learning Library" data object in the SAP SuccessFactors Learning LMS represents the
collection of all learning materials and resources available in the system. Beyond courses, it
Library contains things like training videos, reference documents, slides, handouts, or other types of
learning aids that can be used for training. The library is a resource hub for learners to access
and utilize the learning content.
 Name Description

Learning Assignments The "Learning Assignments" data object in the SAP SuccessFactors Learning LMS refers to the
record of tasks or courses assigned to a user. It holds data about what, when, and to whom
learning content has been assigned. This object is crucial for tracking the learning pathway and
progress of individual learners within the system.

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MHR-110-20-30 Assign Learning (Mass Assignment)
Documentation: This process refers to the ability to find suitable learning offerings for a learner and to make
the assignments as part of mass-assignment by Learning Administrator.

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• To identify suitable learning items in the learning catalog and assign them to the overview of learning
assignments
• Assignments can be done by the learning administrator as part of mass-assignments

Prerequisites:

• Learning items are linked to competencies

• Learning items are available in catalog
• Item inventory is available

Success Criteria:

• Learning Plans (To-Do-Lists) are filled with appropriate learning activities

• Learning Administrators are able to make mass learning assignments

Start and End Events

Event Name Element type Responsible

Learning Need Identified for Group of Start Event Learning Administrator

Learners

Learning Assignments Updated End Event Learning Administrator

Process Roles

Name Description

Learning Administrator Maintains learning items, programs, curriculums and catalogs. Plans and schedules instructor-
led offerings and manages participation.

Input/Output Documents

Name Description

Learning Assignments The "Learning Assignments" data object in the SAP SuccessFactors Learning LMS refers to the
record of tasks or courses assigned to a user. It holds data about what, when, and to whom
learning content has been assigned. This object is crucial for tracking the learning pathway and
progress of individual learners within the system.
MHR-110-20-50 Register for Class
Documentation: This process refers to the ability to self-register into a class. Alternatively, learners can also
leverage LMS functionality in order to request additional recurrences of the classes. This process also refers
to the process of managing a waiting list.

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• To enable learners and managers to find or request a schedule for an instructor-led event on their
learning assignments.
• Learners register for a scheduled offering, supported by workflow approval and commerce transactions

Prerequisites:

• 1 or more classes with start date/time and location

• Class is placed in library and available for self-registration
• Enable “request class” option for learners
• Waitlist is enabled

Success Criteria:

• Learner can register himself/herself into a class

Start and End Events

Event Name Element type Responsible

Class Scheduled Start Event Learner

Learning Assignments Updated Start Event Learner

Class requested End Event Learner

Learner Placed on Waitlist End Message Event Learner

Learner Registered End Message Event Learner

Registration Cancelled End Message Event Learner

Process Roles

Name Description

Learner Plans and executes own learning plan. Can be either internal or external employee.
 Name Description

Line Manager Manages a team of employees and/or line managers. Direct supervisor of the employee,
having people management and budget responsibilities. Can be on all levels of the
organization.

Input/Output Documents

Name Description

Class Class contains: Summary Information (Learning Item Type and ID), Schedule Information (Start
and End Date/Time), Resources (Facility, Location, Instructor, Equipment) and Registration
Form Custom Columns (e.g. date of arrival, accommodation, etc.).

Event Registration The "Event Registration" data object in SAP SuccessFactors Learning LMS refers to the records
of users enrolling in certain scheduled learning events or sessions, such as webinars,
workshops, or live training. It contains data about the learner, the event details, the date of
registration, and the status (confirmed, waitlisted, canceled etc). This object is vital for session
planning, attendance tracking, and communication of event-related information.

Learning Assignments The "Learning Assignments" data object in the SAP SuccessFactors Learning LMS refers to the
record of tasks or courses assigned to a user. It holds data about what, when, and to whom
learning content has been assigned. This object is crucial for tracking the learning pathway and
progress of individual learners within the system.

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MHR-110-20-60 Cancel Class Registration
Documentation: This process refers to the ability to withdraw from an active registration.

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• To enable learners to withdraw from a scheduled offering they have registered on.
• Learners request withdrawal from a scheduled offering, supported by workflow approval and commerce
transactions

Prerequisites:

• Learner is registered for a class

• Cancelation options have been defined
• Cancelation workflows have been defined

Success Criteria:

• Learner understands the process and is capable of withdrawing from a class if needed

Start and End Events

Event Name Element type Responsible

Need to Cancel Registration Identified Start Event Learner

Registration Cancelled End Message Event Learner

Withdrawal Cancelled End Message Event Learner

Process Roles

Name Description

Learner Plans and executes own learning plan. Can be either internal or external employee.

Line Manager Manages a team of employees and/or line managers. Direct supervisor of the employee,
having people management and budget responsibilities. Can be on all levels of the
organization.

Input/Output Documents

Name Description

Event Registration The "Event Registration" data object in SAP SuccessFactors Learning LMS refers to the records
of users enrolling in certain scheduled learning events or sessions, such as webinars,
 Name Description
workshops, or live training. It contains data about the learner, the event details, the date of
registration, and the status (confirmed, waitlisted, canceled etc). This object is vital for session
planning, attendance tracking, and communication of event-related information.

Learning Assignments The "Learning Assignments" data object in the SAP SuccessFactors Learning LMS refers to the
record of tasks or courses assigned to a user. It holds data about what, when, and to whom
learning content has been assigned. This object is crucial for tracking the learning pathway and
progress of individual learners within the system.

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MHR-110-20-70 Manage Waitlist
Name: MHR-110-20-110 Manage Waitlist

Documentation: This process is a subprocess of the “Register for class” process. It refers to activities which
are needed to control the automated progress of a learner's registration for a certain event in case the
learner was on a waitlist.

Use Cases:

• In a previously fully booked class a seat becomes available. After checking conditions, the LMS
automatically registers the first learner on the waitlist
• After the last day of the last class event, the LMS automatically moves all remaining learners from the
waitlist to the list of class requests of the corresponding item

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• Automatically register learners from the waitlist into available seats, once these become available
• Automatically move learners from the waitlist to the list of class requests if they could not be registered

Prerequisites:

• Class
• Class waitlist is enabled
• Registration cut-off defined

Success Criteria:

• Classes have an optimal attendance

• Learners are automatically registered once seats become available
• Learning managers have an overview of learners that could not be registered and for whom additional
classes might be scheduled

Start and End Events

Event Name Element type Responsible

Learner Placed on Waitlist Start Event Learner

Registration Cancelled Start Event Learner

Learner Registered End Message Event Learner

Waitlist Managed End Event Learner

Process Roles
 Name Description

Learner Plans and executes own learning plan. Can be either internal or external employee.

Input/Output Documents

Name Description

Class Class contains: Summary Information (Learning Item Type and ID), Schedule Information (Start
and End Date/Time), Resources (Facility, Location, Instructor, Equipment) and Registration
Form Custom Columns (e.g. date of arrival, accommodation, etc.).

Class Registration Registration to a specific training event (class).

Item Class Request

Learning Item Inventory The "Learning Item Inventory" data object in SAP SuccessFactors Learning LMS refers to the
list of individual learning items available within the system. These items might include specific
courses, modules, lectures, or resources. It holds data about each item's details, availability,
associations with courses or curriculums, and any usage restrictions. This object is central to
managing, organizing, and distributing the learning content. The Learning Item Inventory is not
accessible to Learners. It is a technical repository for the Learning Administrators.

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MHR-110-20-80 Record Ad Hoc Learning Activities
Name: MHR-110-20-80 Record Ad Hoc Learning Activities

Documentation: This process describes how managers can record the following learning events

1. An ad hoc training took place. There is an item in the library, but there is no scheduled class. Learners
were not registered into a class. The manager was the instructor
2. An ad hoc training took place, but there is no item in the library. The manager was the instructor.

There might be other situations were a recording might be appropriate, but the administration effort of
submitting the records to the learning administration can be avoided (e.g. information instruction).

Typical uses cases could include:

• Meetings that are equivalent to learning events can be recorded by line managers
• Instruction of Learner (e.g. as part of an On The Job Training) can be recorded by the Line Manager
• Line Managers can record learning completions for authorized learning items without having to consult
HR or the Learning Administration
• Any knowledge transfer worth recording can be recorded without requiring items or classes

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• An instructor led event was conducted by the Line Manager and needs to be recorded independently of
prior registrations or existing scheduled classes
• Line Managers can record any type of knowledge transfer (e.g. general instructions, On-The-Job-Training,
etc.)

Prerequisites:

• Permission for Line Managers to Record „External Learning“

• Instructor Led Items that can be recorded by Line Managers

Success Criteria:

• The learning history represents a holistic view of learning activities completed by the learner
• Learning activities are not limited to courses. These activities are also tracked in the LMS
• A consolidated record of all learning activities performed by the learner

Start and End Events

Event Name Element type Responsible

Ad Hoc Learning Activity Completed Start Event Line Manager

Ad Hoc Learning Activity Discarded End Event Line Manager

Ad Hoc Learning Activity Recorded End Event Line Manager

Process Roles

Name Description

Line Manager Manages a team of employees and/or line managers. Direct supervisor of the employee,
having people management and budget responsibilities. Can be on all levels of the
organization.

Input/Output Documents

Name Description

Learning History The "Learning History" data object in SAP SuccessFactors Learning LMS is a collection of
records detailing completed courses, tests, and training sessions for each learner. It holds
information about completion dates, scores, outcomes, and certificates earned. This object is
key for tracking progress, verifying completion of mandatory training, and planning future
learning paths.

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MHR-110-20-90 Record Additional Learning Activities
Name: MHR-110-20-90 Record Additional Learning Activities

Documentation: This process refers to the option to record Ad-Hoc activities without undergoing the
administrative effort of creating the respective objects in the LMS (i.e. no need for an item or a scheduled
offering).
Line Managers can record the completion of an activity in the LMS by providing a brief description, the name
of the instructor and the exact time and date.

Use Cases
• There are learning activities in the day-to-day business that requires tracking, for which there are
however no learning items available
• Ad hoc learning activities for which there are no learning items can be tracked by the learner

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• Employees can self-record ad hoc learning events (i.e. online courses in external platforms)
• Informal learning activities can be tracked in the LMS (i.e. On the job training)
• Relevant learning activities performed outside of the organization can be tracked (i.e. Learner read a
relevant book, or took relevant training privately)

Prerequisites:

• Employees have the necessary permission

• Employees understand which activities are suitable for recording
• Company policies describe suitable additional learning activities
• Line Managers review submissions and approve/reject according to company policy

Success Criteria:

• The learning history represents a holistic view of learning activities completed by the learner
• Learning activities are not limited to courses. These activities are also tracked in the LMS
• A consolidated record of all learning activities performed by the learner

Start and End Events

Event Name Element type Responsible

External Activity Completed Start Event Learner

Activity Recorded End Event Line Manager

Request Rejected End Event Line Manager

Process Roles
 Name Description

Learner Plans and executes own learning plan. Can be either internal or external employee.

Line Manager Manages a team of employees and/or line managers. Direct supervisor of the employee,
having people management and budget responsibilities. Can be on all levels of the
organization.

Input/Output Documents

Name Description

Learning History The "Learning History" data object in SAP SuccessFactors Learning LMS is a collection of
records detailing completed courses, tests, and training sessions for each learner. It holds
information about completion dates, scores, outcomes, and certificates earned. This object is
key for tracking progress, verifying completion of mandatory training, and planning future
learning paths.

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MHR-110-20-100 Create Assignment Profile
Name: MHR-110-20-100 Create Assignment Profile

Documentation: This process refers to defining business rules in the LMS that control the automation based
on learner profile data and the learner’s learning history as a criteria for the assignment.

Assignment profiles are used in uses cases like these:

• All learners of a particular location require access to a library

• All learners that have completed a particular item shall receive a recommendation for another item
• All learners with a particular job code shall get a particular curriculum assignment
• All employees with direct reports shall be assigned to a particular user role
• Any combination of employee profile aspects that can be used to identify learners and automate
assignments

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• Automate profile dependent assignment of learning items, curricula or programs

• Automate profile dependent assignment of library access
• Automate profile dependent recommendations of learning items, curricula or programs
• Automate profile dependent assignment of learners to groups
• Automate profile dependent assignment of learners to user roles

Prerequisites:

• Access to learner profile details

• Access to learning history
• Access to item repository

Success Criteria:

• Recurring activities and activities that depend on learner profile properties have been automated
• Assignments are performed consistently across the learner population
• Compliance rules are applied automatically
• Reduced maintenance effort of recurring and role-based assignments

Start and End Events

Event Name Element type Responsible

Automation Need Identified Start Event Learning Administrator

Assignment Profile Created End Event Learning Administrator

Process Roles
 Name Description

Learning Administrator Maintains learning items, programs, curriculums and catalogs. Plans and schedules instructor-
led offerings and manages participation.

Input/Output Documents

Name Description

Learner Profile The "Learner Profile" data object in SAP SuccessFactors Learning LMS records information
specific to each individual learner. It typically contains data about the learner's user details,
job role, department, past learning history, skills, assigned learning paths, and progress
towards completion. This object is essential for personalized learning, tracking learner
progress, and building effective learning plans.

Learning Assignment Profile The "Learning Assignment Profile" data object in SAP SuccessFactors Learning LMS refers to a
set of rules or criteria that determine the specific learning assignments for a user or a group of
users. It includes details like job role, department, location, skill level, or other attributes, and
automatically assigns appropriate learning tasks based on these factors, making the process
of course assignment more efficient and targeted. Assignment profiles are also used to
automate recommendations, access to libraries, automate the assignment of user roles, and
other automation.

Learning Assignments The "Learning Assignments" data object in the SAP SuccessFactors Learning LMS refers to the
record of tasks or courses assigned to a user. It holds data about what, when, and to whom
learning content has been assigned. This object is crucial for tracking the learning pathway and
progress of individual learners within the system.

Learning History The "Learning History" data object in SAP SuccessFactors Learning LMS is a collection of
records detailing completed courses, tests, and training sessions for each learner. It holds
information about completion dates, scores, outcomes, and certificates earned. This object is
key for tracking progress, verifying completion of mandatory training, and planning future
learning paths.

Learning Recommendations Recommendations of previous learners for certain learning items.

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MHR-110-20-110 Execute Assignment Profile
Name: MHR-110-20-110 Execute Assignment Profile

Documentation: This process refers to executing business rules in the LMS that control the automation based
on learner profile data and the learner’s learning history as a criteria for the assignment.

Assignment profiles are used in uses cases like these:

• All learners of a particular location require access to a library

• All learners that have completed a particular item shall receive a recommendation for another item
• All learners with a particular job code shall get a particular curriculum assignment
• All employees with direct reports shall be assigned to a particular user role
• Any combination of employee profile aspects that can be used to identify learners and automate
assignments

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• Provide a schedule for the automated, profile dependent assignment/removal of learning items,
curricula or programs
• Provide a schedule for the automated, profile dependent assignment/removal of library access
• Provide a schedule for the automated, profile dependent recommendations of learning items, curricula
or programs
• Provide a schedule for the automated, profile dependent assignment/removal of learners to groups
• Provide a schedule for the automated, profile dependent assignment of learners to user roles
• Automatically execute all applicable rules when a new Learner is added to the LMS
• Automatically execute all applicable rules when the profile of a Learner has been updated (e.g. as a
result of a promotion, change of job role, change of location, etc.)

Prerequisites:

• Assignment Profile is available

• Assignment Profile is active
• The scheduler for Assignment Profiles is active

Success Criteria:

• Activities that depend on learner profile properties have been automatically assigned/removed
• Assignments/removals have been performed consistently across the learner population
• Compliance rules have been applied automatically
• The maintenance effort of recurring and role-based assignments has been reduced

Start and End Events

Event Name Element type Responsible

Learner Account Generated Start Event Learning Administrator

Learner Profile Updated Start Event Learning Administrator

 Event Name Element type Responsible

LMS Process Scheduler Start Timer Event Learning Administrator

Assignment Profile Executed End Event Learning Administrator

Process Roles

Name Description

Learning Administrator Maintains learning items, programs, curriculums and catalogs. Plans and schedules instructor-
led offerings and manages participation.

Input/Output Documents

Name Description

No data objects given.

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MHR-110-30 Learning Execution
MHR-110-30-10 Consume Learning (Online Learning)
Documentation: This process refers to the steps required to consume a learning offering. The process
described the verification of pre-requisites, confirmation of approval and the participation in completion
surveys.

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• In case of online learnings, the learner initiates and completes the content from their device (desktop or
mobile), after workflow approval and commerce transaction (if applicable)
• Upon completion, the learner is asked to complete an item survey

Prerequisites:

• Content is set up to be available online (online learning)

Success Criteria:

• Assigned learning can be completed

• Survey results are available for analysis

Start and End Events

Event Name Element type Responsible

Learning Assignments Updated Start Event Learner

Online Learning Item Due for Completion Start Event Learner

Learning Consumed End Event Learner

Learning Item Cancelled End Event Learner

Process Roles

Name Description

Learner Plans and executes own learning plan. Can be either internal or external employee.

Line Manager Manages a team of employees and/or line managers. Direct supervisor of the employee,
having people management and budget responsibilities. Can be on all levels of the
organization.

Input/Output Documents
 Name Description

L1 Survey The "L1 Reaction Survey" data object in SAP SuccessFactors Learning LMS refers to the
surveys designed to capture learners' immediate feedback or reactions after completing a
learning event. It contains data like survey questions, learner responses, and feedback
submission dates.

Learning Assignments The "Learning Assignments" data object in the SAP SuccessFactors Learning LMS refers to the
record of tasks or courses assigned to a user. It holds data about what, when, and to whom
learning content has been assigned. This object is crucial for tracking the learning pathway and
progress of individual learners within the system.

Learning History The "Learning History" data object in SAP SuccessFactors Learning LMS is a collection of
records detailing completed courses, tests, and training sessions for each learner. It holds
information about completion dates, scores, outcomes, and certificates earned. This object is
key for tracking progress, verifying completion of mandatory training, and planning future
learning paths.

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MHR-110-30-20 Consume Learning (Class)
Documentation: This process refers to the steps required to consume a learning offering. The process
described the verification of pre-requisites, the confirmation of attendance (Scheduled Offering) and the
participation in completion surveys.

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• In case of scheduled offerings, learners attend the event and the administration is completed by the
learning instructor
• Upon completion, the learner is asked to complete an item survey

Prerequisites:

• Event registration (for scheduled offerings)

Success Criteria:

• Assigned learning can be completed

• Survey results are available for analysis

Start and End Events

Event Name Element type Responsible

Class Started Start Timer Event Learner

Learning Consumed End Event Learning Instructor

Process Roles

Name Description

Learner Plans and executes own learning plan. Can be either internal or external employee.

Learning Instructor Hosts intstructor-lead trainings (classroom and/or virtual classroom trainings). Can be either an
internal or external resource.

Input/Output Documents

Name Description

Event Registration The "Event Registration" data object in SAP SuccessFactors Learning LMS refers to the records
of users enrolling in certain scheduled learning events or sessions, such as webinars,
workshops, or live training. It contains data about the learner, the event details, the date of
registration, and the status (confirmed, waitlisted, canceled etc). This object is vital for session
planning, attendance tracking, and communication of event-related information.
 Name Description

L1 Survey The "L1 Reaction Survey" data object in SAP SuccessFactors Learning LMS refers to the
surveys designed to capture learners' immediate feedback or reactions after completing a
learning event. It contains data like survey questions, learner responses, and feedback
submission dates.

Learning History The "Learning History" data object in SAP SuccessFactors Learning LMS is a collection of
records detailing completed courses, tests, and training sessions for each learner. It holds
information about completion dates, scores, outcomes, and certificates earned. This object is
key for tracking progress, verifying completion of mandatory training, and planning future
learning paths.

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MHR-110-30-30 Learning Follow-Up
Name: MHR-110-30-30 Learning Follow-Up

Documentation: This process refers to activities to be completed after course completion. Learners can
provide a simple and fast rating of the learning experience, make a recommendation, etc.

Business Area: Learning Management

Business Capability: Training Management
Solution Capability: Training Management (SuccessFactors)

Purpose:

• After completion of learning events, follow-up actions need to be completed, including a review of a
related development goal. Please note that the learning completion status is updated automatically
• Learner performs optional tasks such as recommend the course to peers (if appropriate) and provide a
rating (“Five-Star-Rating”) of the training experience
• Also, a follow-up survey must be completed by the learner and their line manager to evaluate how the
learner has applied the learnings in their job

Prerequisites: N/A

Success Criteria:

• Recommendations are populated across the organization

• Learning Administrators can assess the efficiency of a course

Start and End Events

Event Name Element type Responsible

Learning Consumed Start Event Learner

Learning Follow-Up Completed End Event Learner

Process Roles

Name Description

Learner Plans and executes own learning plan. Can be either internal or external employee.

Line Manager Manages a team of employees and/or line managers. Direct supervisor of the employee,
having people management and budget responsibilities. Can be on all levels of the
organization.

Input/Output Documents

Name Description

Development Plan It enables employees to record their personal or career Development Goals. The
Development Plan can be used for: Personal Growth: enabling the employees to undertake
 Name Description
relevant development activities and ensuring follow-through on development plans;
Corrective Remedies: by closing competency gaps with time-bound development plans; or
Developing internal succession candidates: by linking to development plans and career notes
from the Succession Planning module.

L3 Survey The "L3 Adoption Survey" data object in SAP SuccessFactors Learning LMS pertains to the
surveys aimed at assessing if the learners are applying the skills or knowledge gained from the
training in their job. It stores data on survey questions, learner responses, and implementation
behaviors in the workplace after some time, post-training.

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