sap successfactors foundation english v4 2020

SAP SuccessFactors Foundation
Technical and Functional Specifications
CUSTOMER


TABLE OF CONTENTS
KEY FEATURES AND FUNCTIONALITIES ...................................................................................................... 3
INTELLIGENT SERVICES................................................................................................................................. 4
Activities .......................................................................................................................................................... 4
Administration ................................................................................................................................................. 4
INTEGRATION CENTER................................................................................................................................... 4
EMPLOYEE PROFILE ...................................................................................................................................... 5
HOME PAGE..................................................................................................................................................... 6
SEARCH ........................................................................................................................................................... 6
ORGANIZATIONAL CHART ............................................................................................................................. 7
JOB PROFILE BUILDER .................................................................................................................................. 8
PRESENTATIONS ............................................................................................................................................ 8
REPORTING ..................................................................................................................................................... 9
Report - Table .................................................................................................................................................. 9
Report - Canvas ............................................................................................................................................... 9
Tiles and Dashboards.................................................................................................................................... 10
EXTENSION FRAMEWORKS ......................................................................................................................... 10
Extension Center ........................................................................................................................................... 10
Rules Engine .................................................................................................................................................. 11
INSTANCE MANAGEMENT ............................................................................................................................ 11
Instance Refresh ............................................................................................................................................ 11
Instance Sync ................................................................................................................................................ 12
SOCIAL COLLABORATION WITH SAP JAM ................................................................................................. 12
ADMINISTRATOR TRAINING ......................................................................................................................... 12
TRADEMARK INFORMATION ........................................................................................................................ 13
DISCLAIMER .................................................................................................................................................. 13

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This specifications document describes key features and functionalities of SAP
SuccessFactors Foundation, as of the Q4 2019 Release.
KEY FEATURES AND FUNCTIONALITIES
• Intelligent Services
− Activities
− Administration
• Integration Center
• Employee Profile
• Home Page
• Organizational Chart
• Search
• Job Profile Builder
• Presentations

• Reporting
− Report - Table
− Report - Canvas
− Tiles and Dashboards
• Extension Frameworks
− Extension Center
− Rules Engine
• Social Collaboration with SAP Jam
• Administrator Training

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INTELLIGENT SERVICES
Activities
Key Feature

Description

Events

Events are changes that occur within the SAP SuccessFactors
HXM Suite. Any SAP SuccessFactors solution can raise events.

Publisher

A publisher is the SAP SuccessFactors application where job or
employee changes are initiated.

Subscriber

A subscriber can either be an SAP SuccessFactors solution or a
third-party application that is set up to receive notifications for
events.

Notifications

A notification is a call to action, to individual Users or to
subscribers.

Administration
Key Feature

Description

Intelligent Services Center

Configure and monitor intelligent services events,
subscribers, and notifications using the Intelligent
Services Center.

External Event Notification Subscriptions

Configure external or third-party subscribers to receive
notifications for intelligent services events.

Event Notification Subscription Audit Log

Monitor the status of external event notifications and view
details about each notification using different filter options.

INTEGRATION CENTER
Key Feature

Description

Integration Center

Users without any technical knowledge can create simple
integrations. Integrations can be created by using simple
guided workflows, as made available.

Trigger

Integrations can be triggered by:
•
Scheduling
•
Intelligent Services
•
Application / UI

Outbound Integration

Data can be sent from SAP SuccessFactors system to the
following:
•
SFTP server
•
REST Web Services API

•
SOAP Web Services API

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Key Feature

Description

Inbound Integration

Data can be written into SAP SuccessFactors system
using CSV file.

Data Formats

Following file formats are supported: CSV, Simple
Delimited, EDI / Stacked, XML, JSON.

Predefined Templates

Standard templates are available as a starting point to
help saving time and effort. Available via the SAP API
HUB.

EMPLOYEE PROFILE
Key Feature

Description

Public Profile

View a public “snapshot” view of a User, displaying basic
details like profile photo, contact information, local time,
position, and other public information about the User.

Custom Profile Views

Create different “custom views” for use in different
business processes. Configure what information is
displayed in each view and control who has permission to
see it. For example, a “talent profile” might show the
employee's past work experience, skills and
competencies, or education. A “talent scorecard” could
display past performance ratings or development goals.

Profile Data Import/Export

Import and export profile data in CSV format. Use the
CSV file to synchronize Employee Profile with an external
HRIS or other third-party system.

Employee Profile Reporting

Generate improvised reports on employee profile data
using our reporting tools.

Badges

Use badges for employee recognition. Users can give and
receive badges that will appear on the recipient’s profile.

Tags

Use tags to enable Users to make themselves more
discoverable in the organization. They can add tags to
their profile, such as expertise, responsibilities, interests,
and hobbies that other Users can search and find in the
employee directory.

5


HOME PAGE
Key Feature

Description

Personalized Home Page

The SAP SuccessFactors home page the entry point to
the SAP SuccessFactors HXM Suite. It is the default
landing page and the first thing most Users see after
logging in. Administrators can configure the default home
page for their company and individual Users can
personalize their home page to suit their specific needs.

To-Dos

The home page includes a personal to-do list, displaying
an employee’s assigned tasks and required actions, from
any part of the SAP SuccessFactors application. See
when each task is due and how many days are left to
complete it. Take action on any to-do directly from the
home page.

Home Page Tiles

Home page tiles highlight important information from
across the SAP SuccessFactors HXM Suite, including
SAP SuccessFactors Employee Central, SAP
SuccessFactors Learning, SAP SuccessFactors
Workforce Analytics, and SAP Jam. Use home page tiles
to take action directly from the home page. Administrators
can select and arrange tiles on the default home page.

Custom Tiles

Administrators can create custom tiles and add them to
the home page. Use the built-in rich text editor or enter
standard HTML to create a custom tile. Define the target
audience and active dates for each custom tile.

SEARCH
Key Feature

Description

Talent Search

Search for talent in the organization using talent search.
Find people based on advanced criteria such as
education or work history, performance, and competency
ratings, to identify Users with those criteria.

People Search

Find people in the organization using the people search.
Search by first, middle, or last name, or by username.
Users of SAP SuccessFactors Employee Central can also
search by localized alternate names. From search results,
open anyone's employee quickcard or link to the
employee directory for more advanced search options.

Employee Quickcard

View basic User information on the employee quickcard,
such as name, title, contact information, and photo. Link
from the quickcard to the employee profile and to other
information related to the employee, such as talent
management forms. Open the quickcard, in context, from
many places throughout the SAP SuccessFactors
application where a person is mentioned, from the people
search results or from the org chart.

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Key Feature

Description

Action Search

Use action search to navigate the SAP SuccessFactors
HXM Suite. Search for dozens of common actions directly
from the global search box and take action directly from
search results. Administrators can configure and optimize
action search by adding search terms and editing display
labels or by adding custom actions.

Employee Directory

Search for and discover others with the employee
directory, which provides advanced search tools to filter
the results.

ORGANIZATIONAL CHART
Key Feature

Description

Basic Org Chart

Use the org chart to browse the organization and
understand department structure and reporting
relationships. Find people in the organization and discover
more about them using the employee quickcard. See
information about a person’s alternate managers, either

direct or matrix.

Succession Org Chart (optional)

The succession org chart is a configurable organizational
chart showing talent planning information. It can also be
based on a position hierarchy, including vacant (“TBH”)
positions. *

Position Org Chart (optional)

The position org chart is a graphical representation of
positions in the organization, who occupies them, and
how they relate to other positions, whether those are
higher-level positions, lower-level positions, or peer
positions.
Create positions and position requisitions there. **

• *Please note: The Succession Org Chart requires subscriptions to SAP SuccessFactors Succession and
Development.
• ** Please note: The Position Org Chart requires subscriptions to SAP SuccessFactors Employee Central.

7


JOB PROFILE BUILDER
Key Feature

Description

Job Profile Content Management

Find, add, and edit the content used to populate job
profiles. Use the competency library and skills library addons to add out-of-the-box, industry-verified content.

Job Profile Template Management

Use job profile templates and easy-to-use rich text editing
(RTE) capabilities to create a consistent look-and-feel for
job profiles across job families.

Workflow

Workflows assure administrators and management that
job profiles have been thoroughly reviewed before
publishing.

Skill Profile Portlet

Users can see the expected skill proficiency levels
required for success in their job. Managers can
transparently rate their staff against those skills.

Employee Acknowledgment

Meet compliance needs by ensuring employee
acknowledgement of changes. Administrators can
automatically notify Users of changes to their job profile
and give them the ability to easily view and acknowledge
these changes. Additionally, administrators can report on

the status of these acknowledgment requests.

PRESENTATIONS
Key Feature

Description

Upload Content

Upload Microsoft PowerPoint or Adobe PDF files to the
SAP SuccessFactors HXM Suite for use in presentations.

Add Live Slides

Live slides display dynamic live content within the
presentations, such as organizational charts, succession
plans and compensation details. Select from a range of
generally available live slides displaying data from SAP
SuccessFactors solutions.

Hotspots

Hotspots are a clickable area on an uploaded static slide,
which opens a hyperlink or displays a talent card with
information about an employee.

Modify Slide Sequence

Change the order of slides. Combine slides from multiple
presentations into one. Move slides from one presentation

to another.

Manage Talent Cards

Design talent cards that display detailed information about
individuals in the presentations.

Deliver Presentations

Display presentations in full-screen mode that blend static
and live content.

8


REPORTING
Report - Table
Key Feature

Description

Report - Table

Use a flexible transactional report creation tool to pick
fields, apply filters, grouping and the like, to build tables of
information that leverage real-time transactional data. Run
reports in real time or on a schedule.

Output Formats

Ad hoc reports can be output in Adobe PDF, Microsoft
Excel & PowerPoint, or CSV formats.

Scheduling and Delivery

Schedule reports to be sent to FTP at specific times.

Security

Share important information securely across the
organization with role-based security and permissions.

Report - Canvas
Key Feature

Description

Report - Canvas

The Report - Canvas is a drag-and-drop reporting tool
used to design formatted, multi-page, presentation-ready
reports on live data. Data can be displayed as
transactional lists or pivot tables and charts. Create
custom calculated columns to concatenate fields,
mathematical expressions, if/then/else statements and
substrings.

Output Formats

Adobe PDF, Microsoft Excel, PowerPoint, & Word, and

CSV.

Scheduling and Delivery

Schedule reports using the report distributor, to be run
offline or sent to email or to an FTP server.

Security

Share important information securely across the
organization with role-based security and permissions.

Standard Report Templates

Available via the Customer Community.

9


Tiles and Dashboards
Key Feature

Description

Dashboards

Real-time dashboards help managers and HR track
compliance for key talent processes and assess
employee performance.

Tiles

Information is presented on charts in a tile, which can be
pushed to the home page.

Standard Tiles

Available for download from the success store, within the
application.

Drill to Details

Drill down to the employee level to review transactional
details, view quick card details about an employee, and
initiate actions from the same place.

Tile Builder

Administrators can create their own tiles using a wizard
and set permission to use these tiles.

Filters

Filter data so the same tile works for multiple roles – for
example, a manager team view or an HR view.

EXTENSION FRAMEWORKS
Extension Center
Key Feature

Description

Extension Center

Extension Center can be used to build new applications
that extend the SAP SuccessFactors solution or to modify
out-of-the-box SAP SuccessFactors applications built on
the extension center platform (also known as Metadata
Framework or MDF).
Extension Center allows administrators to create and
manage new SAP SuccessFactors Extensions through
configuration, without any coding. SAP SuccessFactors
Extensions are custom applications configured to process
employee-centric business needs. Customer can also use
Extension Center to complete admin tasks for SAP Cloud
Platform extensions.

Guided flow to build and edit extensions

Provides a guided flow across different extension artifacts
like extension objects, business rules, workflows,
extension user interface, permissions etc.

Integrated view for Admin of SAP SuccessFactors
Extensions and SAP Cloud Platform Extensions

Provides administrators with an integrated view of SAP
SuccessFactors Extensions along with SAP Cloud
Platform installed extensions, their access points (such as
home page tiles), connectivity, and authorization

configurations.

10


Rules Engine
Key Feature

Description

Design Business Rules

Configuration UI that support Customer to define rules.
Enables Customer to create new rules or maintain or
delete existing rules.

Rule Scenarios

“Templates” that support Customer in defining rules for
certain use cases within a special module (e.g. Scenario
to create Absence Validation Rules for Time Management
module). A scenario delivers necessary parameters and
events, which are foreseen by the application for such a
use case.

Rule Functions

Functions help to define more complex rules that perform
calculations or application-specific tasks on the data
object or field of a rule.

Business Rules Execution Log

Enables administrator Users to define a rule trace, to
trace what has been done by a rule during rule execution
to analyze errors or unexpected behavior.

INSTANCE MANAGEMENT
Instance Refresh
Key Feature

Description

Refresh

Schedule a refresh to copy data and configurations
from a source instance to a target instance, without
impacting integrations set up in the target instance.
A submitted refresh request can be canceled before
its scheduled date.

Monitoring

Check the status of a submitted refresh. Monitor the
progress of the refresh through each step. An email
notification is also sent for every status change.
Download the log file to fix errors or warnings in
your submitted refresh.

Data Anonymization

Personal data fields are anonymized so that the
user whose data is being refreshed remains
unrecognized.

11


Instance Sync
Key Feature

Description

Synchronization

Select the required configuration and/or data that
you want to copy them from a source instance to a
target instance.

Reusable Sync Packages

Sync packages enable you to reuse sync jobs, so
you don’t have to create them from scratch each
time. Save, edit, and reuse sync packages to
streamline your instance management process.

Test Sync

A test sync enables you to troubleshoot potential
errors before anything is copied from one instance

to another. If your test is successful, you know you
can go ahead with a true sync from the source to
the target.

Monitor Sync Jobs

Check the status of submitted sync jobs and view
details about each job. Job details enable you to
track changes and troubleshoot errors. Download
a report with details about the sync job.

Comparing Data Models

Compare data models between the source instance
and the target instance, so you can identify
discrepancies that might cause an error. Download
the data model XML file for the source and target
instances, prior to running your sync.

SOCIAL COLLABORATION WITH SAP JAM
SAP Jam delivers social collaboration, connecting people with information, applications, and
processes to help solve business-critical problems and drive results, on the Web or on a
mobile device. For further information, please refer to the SAP Jam Collaboration, basic
edition specification document.
ADMINISTRATOR TRAINING
SAP SuccessFactors Foundation includes a ticket to the Administrator training series. This
includes asynchronous, web-based training content designed to train administrators on how
to use the SAP SuccessFactors administration tools. The training currently includes courses
on Introduction to Administration, Performance and Goals, 360 Reviews, Calibration,
Learning, Recruiting Management, Recruiting Marketing, Succession and Development,

Employee Central, Compensation, Variable Pay, SAP Jam, Onboarding, Workforce Analytics,
Workforce Planning, and Reporting. (This list is subject to change at SAP’s sole discretion.)
For further details see the Training section of the SAP SuccessFactors Customer Community.

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Please note: The public VLC Learning Working Smarter series, Learning Report Designer,
and other public VLC Administrator training classes are not included in the SAP
SuccessFactors Foundation Administrator Training series.
SAP retains the right to change, at any time in its sole discretion, the Cloud Service as set
forth in the Agreement between SAP and Customer.
TRADEMARK INFORMATION
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Excel®, PowerPoint®, and Word® are registered trademarks of Microsoft, Inc.

DISCLAIMER
SAP retains the right to change, at any time in its sole discretion, the Cloud Service as set
forth in the Agreement between SAP and Customer.

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