Opt for these 5 new Admin opt-in features in the latest release

SuccessFactors operates on a quarterly product update schedule. Taking advantage of the improvements that come within each release can be a daunting process with all the information to sift through.  In the upcoming 1611 release, there are many improvements and enhancements available for you.

New features are provided in two ways:

  • Universal features are enabled automatically as part of a scheduled release and you cannot disable them.
  • Optional features can be enabled when clients are ready to take advantage of their functionality. They are enabled via Admin Tools, Upgrade Center, or by submitting a support case.

We’ve chosen these 5 new pieces of functionality because they don’t necessarily need a partner to implement.  Your Administrator should be able to activate them in the upgrade center.  The only exception is the workflow item.  For this, you may want to reach out for help, as it involves building a workflow from scratch.  Whether it is workflow or any other new feature, we are here to help you.  Give us a call!

 

  1. Feature: Rehire process: data defaulting from previous employment can be configured

What is it?  In this custom configuration, you can decide per section in a New Hire (Personal Information, Job Information and Compensation Information) whether fields default from existing data in the inactive employee records.

Why do you want it? In the current behavior of EC, when rehiring an employee, the rehire transaction copies data from the previous employment.  Many clients don’t want this as the bulk of the data is overwritten or in need of an update anyway.

 

  1. Feature: Attachments are enabled for Personal Information

What is it?  In EC, attachments can now be added to more portlets in Employee’s Personal Information: Address, Biographical Information and National ID

Why do you want it? You are sometimes required to store copies of legal documents or certificates to respective portlets.  Before this upgrade, only Job Info and National ID supported attachments. By enabling additional attachments, the employee’s information is updated with the most correct information.

Prerequisites: Appropriate configuration in the Succession Data Model and permission settings.

 

  1. Feature: Work Permit workflow support

What is it? Clients can now enable workflows for the Work Permit Portlet, which allows the maintenance of work permit data to go through an approval process.

Why do you want it?  This will allow you to let employees maintain their own permit data, but have updates go through an approval process.

 

  1. User Interface goal plan improvements

What is it? This enhancement includes a series of style and alignment improvements to the goal plan user interface:

  • Cascade Goal and Linking Dialogs (includes “Assign Dialog,” as well for Group Goals)
  • People Selector

Why do you want it?

Better style and alignment offers your employees a greater UI and company branding consistency across the suite, as well as improved readability.

Prerequisites:

  • UI Version: GM v12
  • Product Editions: Enterprise and SPRAC

Sample:

alice1

 

  1. New home page

What is it? You can enable the new home page user experience in the Upgrade Center. The existing home page configuration settings are retained and applied to the new home page where possible, but some additional configuration steps may be required. (Refer to your SuccessFactors Home Page Administration Guide for more details).

Why do you want it?  The new UX for SFSF Home Page is built on the FIORI LaunchPad framework and organizes role-based time sensitive information and insights on one personalized start page. From the home page, you can take quick actions and identify areas requiring further analysis.

Prerequisites: Role Based Permission

Sample:

alice2

To learn more about SuccessFactors quarterly updates, please reach out to AspireHR or visit the Customer Community (https://community.successfactors).

We are excited to help you learn how to upgrade, find out more about the newer versions, provide access to recorded information sessions, and offer  webinars presented by our Subject Matter Experts.

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SAP Self-Services Without a Portal?

For many years, anyone who implemented SAP Self-Services did so by also implementing the SAP Portal, as well as configuring the services in the ECC system.  This Java-based hardware was a prerequisite for self-services and greatly increased the amount of time it took to get your employee and manager self-services built and released for your employees to use.  Today SAP offers several great alternatives to a Portal.  Let’s take a look at these offerings.

Browser-based Netweaver Business Client (NWBC)

The Netweaver Business Client for browsers is a cost-effective and streamlined tool that allows you to quickly upgrade your existing self-services or, if you haven’t yet implemented ESS/MSS, this technology may be what you are looking for. SAP delivers standard roles for both employees and managers, and implementation is quick, especially if you have someone who knows how to use the Profile Generator.  NWBC-based self-services can be easily released to your corporate intranet or using some other tools you can even release these services to the internet.  NWBC works in almost all browsers as well, which is a big plus.

Let’s take a look at how a self-services role is built in Profile Generator in EhP5, 6, 7, and 8.

Create a role ID in transaction PFCG (like Z_ASPIRE_ESS).  Save the role and go to the Menu tab:

ds1

Select Web Dynpro Application and insert the Service name and Application Configuration.

In the below example we have selected the Personal Profile for our new role:

ds2

Once the role is saved and activated and assigned to users they now have access to display and update their Personal Data (Infotype 0002), Address (Infotype 0006), Bank Details (Infotype 0009), Family Members (Infotype 0021) and Communication (Infotype 0105) all in one service.

The menu is easily maintained using the Profile Generator, and menus, sub-menus, standard and custom Web Dynpro services as well as links to company/employee documentation are easily added to give your employees a slick and easy to navigate menu. Here is our role with one of the many icons SAP delivers for self-services:

ds3

Based on your Enhancement Pack level there are from 25 to 100 delivered Employee Self-Services and 15 to 30 Manager Self-Services ready for you to add to your roles.

Fiori

This is SAP latest technology for self-services and has the flexibility of working in just about any device including smart phones, tablets, and of course a PC.

As with the Netweaver Business Client for browser, Fiori and its applications are free and delivered ready for you to use. Fiori has an extra set-up for what SAP calls the Gateway Server which adds an abstract layer from your back end ECC system and the services within your roles.

Fiori roles also are created in the Profile Generator, and there is a browser-based application where you complete your Fiori role using a Catalogs and Groups concept.

Here we see a catalog for My Services- Employee and its associated services- similar to what an end user will see when they use the Fiori role:

ds4

And here is our Fiori role as an Employee would see it when they log in:

ds5

Notice the entire background image is customize-able as well. You can use your company logo, eye catching graphics- whatever you would like to enhance your end user’s experience.

Another big plus- both NWBC and Fiori Self-Services utilize your existing self-services configuration for the services. You just build the roles and assign the services and you are ready to go!

If you would like more information on either of these tools let us know. We at Aspire HR will meet with you and review your current environment and provide a free assessment to get you up and running using the Netweaver Business Client or Fiori for your Self-Services users.

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Running more effective and efficient project status meetings

Ever dial or walk into a project status meeting only to find yourself wishing that you could be anywhere else on the planet?

At times, status calls can be ALMOST as much fun as going to the dentist WITHOUT an anesthetic. Here are some pointers to consider as you plan your next project status meeting:

Make them MORE than just routine status calls

  • Use collaborative content management sites such as SharePoint, Box, or Huddle to post frequent Project Status Reports (traffic light-style reporting can be very useful for status updates). Then, have participants review project status documents BEFORE attending the status call.
  • In lieu of reviewing project status reports, focus on dynamic matters such as
    • Upcoming milestones and what is needed to ensure their successful completion.
    • Issues or challenges that are currently impacting the project, and what is needed to mitigate or eliminate them.
    • Resource constraints or limitations within the project team as well as outside resources such as third-party providers or integration partners.
    • Project creep or timeline issues (projects are NOT always in jeopardy of getting behind schedule – perhaps there are opportune times when activities can be accelerated). If so, consider the potential resource impact as well as downstream activities and milestones.
    • Don’t forget to acknowledge completed activities and milestones! Recognize team members (by name!) for their contributions and successes.

Ensure the correct audience is in attendance

  • DON’T assume every project team member needs to attend every meeting. Construct (and circulate beforehand) a dynamic agenda for the meeting (keeping in mind the aforementioned considerations), and then consider who should attend.
  • Have project stakeholder or executive members attend on occasion to ensure open lines of communication, opportunity for feedback, and additional perspective.

ALWAYS allow time for Q&A and discussion

  • By ensuring attendees have a chance to speak openly, often times less obvious items may surface that could have become a downstream issue.
  • Questions are a STRONG indicator of a need for clarification, uncertainty or a lack of acceptance. They are often times the “SMOKE” before the “FIRE.” Use them to gauge understanding and level of buy-in.

ALWAYS provide a summary and list of actions or follow-up

  • Meetings should result in PROGRESS! Progress requires ACTION! Everyone should have a clear understanding of upcoming activities, tasks, milestones or requirements prior to the next scheduled project status call.
  • ACTIONS require PEOPLE! Not only should everyone understand WHAT needs to happen, but also WHO is accountable for the effort. Never leave a task unassigned.

By breaking away from mundane agendas, time-wasting routine, and no actionable outcomes, you can ensure your recurring project status meetings are rewarding, engaging, focused and as painless as possible!

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How to auto-create worksheets for new Compensation Managers

In the past, if an employee becomes a Compensation Manager after the initial compensation worksheet launch, an Administrator would need to manually initiate a compensation worksheet for the new manager. With SuccessFactors’ 1505 release, new functionality can be used to auto-launch compensation worksheets for new Compensation Managers.   We will walk through two different scenarios where this may be useful:

  • Auto-create where employee does not already exist on an existing worksheet
  • Auto-create where employee already exists on an existing worksheet

Auto-create where employee does not already exist on an existing worksheet

In this example, we will walk through how to create a worksheet for a new Compensation Manager when the employee under that manager does not already exist on another Compensation Manager’s worksheet.
Continue reading

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Troubleshooting candidate profile aesthetics in SuccessFactors

A common challenge you may encounter in SuccessFactors Recruiting is a candidate profile page that doesn’t offer your job candidates a polished first impression.  This can happen through small visual cues like columns that are too narrow and cause your prompts to run over onto the next line or a picklist that has too much white space in the default drop-down position.

Watch this short video to learn how to easily resolve these issues by knowing how to reformat columns and picklist values.

gary3

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Creating talent review presentations in SuccessFactors

Creating talent review presentations in SuccessFactors

Did you know that you can use SuccessFactors to create and share talent review presentations that pull live data from within the secure system? You can:

  • Upload a template that includes your company branding or start from scratch and design your own.
  • Choose the type of slide you want from a selection that includes performance potential matrix, Succession org chart, Compensation review, position tile, and more!
  • Interact with select real-time employee data as you present.
  • Securely share a talent review presentation with other decision makers in the organization.

Step 1: Watch this short video by an AspireHR SuccessFactors expert as he steps you through the process.

Step 2: Contact us for more SuccessFactors platform support!

Troy slide

 

 

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Adding Reports Menu on SAP ESS / MSS

SAP’s Employee & Manager Self Service is an extremely powerful tool for organizations. Not only can it provide your people access to intuitive HR user interfaces that have been tailored to both employees and managers, but it can also reduce costs and lower administrative demands on your HR department by making employees and managers more self-sufficient.

Organizations need to further tailor their Self Services to ensure that both employee and managers can not only access the appropriate data, but navigate through the services intuitively. A common request that consultants often gets from clients is the ability to assign specific reports and transactions to their Employee/Manager Self Service users.

For this blog post, in 5 steps, I will guide you on how to create a brand new Reports Menu onto a MSS Role.

Please note that these steps should work regardless of whether you use NWBC or HR Renewal.

Step 1: Via Transaction LPD_CUST, create and Save a New Launchpad.

Create a New Launchpad.

Continue reading

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