Improve Your User Search Capability in SuccessFactors Learning in a Few Easy Steps

If you ask any Learning administrator, searching for a user is one of the most common daily tasks.  Administrators search for users to view their training history, view/change employee data, add learning assignments, etc. 

Out of the box, SuccessFactors Learning provides more than 50 fields to use as search criteria when performing a user search.  At first sight, 50 fields may seem as though it would be enough, but there are some important fields that are missing.  One of those fields is the Region field, which is commonly mapped to the Division field in EC/Foundation. 

Thankfully, SuccessFactors has given their customers the ability to add additional criteria to the user search.  This can be accomplished by making a slight change to the User search selector configuration.  Use the following steps to add the Region field to your user search criteria.

Step 1

In the LMS, navigate to System Admin>Configuration>Search Selectors>User.  Click the display button to see the existing code.

Search Selectors screen in SuccessFactors System Admin
Search Selectors screen in SuccessFactors System Admin

Step 2

Copy all the text to a word processing application, like Microsoft Word or Notepad.  Save the file to your desktop.  It’s best practice to always save your original configuration, just in case you ever need to revert it back to the original.

Notepad showing all the User search selector text.
Notepad showing all the User search selector text.

Step 3

In the LMS, navigate back to the User search selector configuration.  Add the following code to the bottom of the configuration text box.

criteria.regionID=com.plateausystems.elms.client.search.MultipleIDSearchCriterion

criteria.regionID.name=regionID

criteria.regionID.enabled=true

criteria.regionID.order=37.0

criteria.regionID.filter=$CASE$(REGION_ID) $OPERATOR$ $VALUE$

criteria.regionID.isCaseSensitive=true

criteria.regionID.i18nFormatType=string

criteria.regionID.criterionUI.uiType=TextCriterion

criteria.regionID.criterionUI.uiLabel=Region ID

criteria.regionID.criterionUI.visible=true

criteria.regionID.criterionUI.matchOptions.OP_EXACTMATCH.enabled=true

criteria.regionID.criterionUI.matchOptions.OP_EXACTMATCH.order=1.0

criteria.regionID.criterionUI.matchOptions.OP_EXACTMATCH.value=OP_EXACTMATCH

criteria.regionID.criterionUI.matchOptions.OP_EXACTMATCH.label=label.Exact

criteria.regionID.criterionUI.matchOptions.OP_ANYMATCH.enabled=true

criteria.regionID.criterionUI.matchOptions.OP_ANYMATCH.order=2.0

criteria.regionID.criterionUI.matchOptions.OP_ANYMATCH.value=OP_ANYMATCH

criteria.regionID.criterionUI.matchOptions.OP_ANYMATCH.label=label.Any

criteria.regionID.criterionUI.matchOptions.OP_STARTWITH.enabled=true

criteria.regionID.criterionUI.matchOptions.OP_STARTWITH.order=3.0

criteria.regionID.criterionUI.matchOptions.OP_STARTWITH.value=OP_STARTWITH

criteria.regionID.criterionUI.matchOptions.OP_STARTWITH.label=label.StartsWith

criteria.regionID.criterionUI.matchOptions.OP_CONTAINS.enabled=true

criteria.regionID.criterionUI.matchOptions.OP_CONTAINS.order=4.0

criteria.regionID.criterionUI.matchOptions.OP_CONTAINS.value=OP_CONTAINS

criteria.regionID.criterionUI.matchOptions.OP_CONTAINS.label=label.Contains

criteria.regionID.criterionUI.matchOptions.OP_DOES_NOT_CONTAIN.enabled=true

criteria.regionID.criterionUI.matchOptions.OP_DOES_NOT_CONTAIN.order=5.0

criteria.regionID.criterionUI.matchOptions.OP_DOES_NOT_CONTAIN.value=OP_DOES_NOT_CONTAIN

criteria.regionID.criterionUI.matchOptions.OP_DOES_NOT_CONTAIN.label=label.DoesNotContain

criteria.regionID.criterionUI.matchOptions.OP_NULL.enabled=true

criteria.regionID.criterionUI.matchOptions.OP_NULL.order=6.0

criteria.regionID.criterionUI.matchOptions.OP_NULL.value=OP_NULL

criteria.regionID.criterionUI.matchOptions.OP_NULL.label=label.IsEmpty

criteria.regionID.filterOperator==

criteria.regionID.valueDataType=string

criteria.regionID.filterSelectorName=regionID

criteria.regionID.visibilityType=default

criteria.regionID.defaultUIType=TextCriterion

Step 4

Change 37.0 in criteria.regionID.order=37.0 to another number.  The criteria order # needs to be unique in the configuration.  In your existing user search selector code, look at the previous criteria and increase this by one for your criteria.regionID.order. 

Change 37.0 in criteria.regionID.order=37.0 to another number
Change 37.0 in criteria.regionID.order=37.0 to another number

Step 5

Click the Apply Changes button.  Your code is now saved. 

Click Apply Changes
Click the Apply Changes button

Step 6

Navigate back to the User search, and you will see the Region as a new search field.

User search menu with Region as a new search field
User search menu with Region as a new search field
Posted in Talk Techie to Me | Tagged , , , | Leave a comment

The Power of Recruiting Marketing

The Recruiting Marketing module focuses on attracting and engaging candidates. By creating an optimized site that emphasizes why a candidate should work for your company, you will attract candidates that want to work for you and be part of your company’s culture. When candidates are looking for a career, one of the first places they browse is your company’s career site. By adding valuable, engaging content candidates will be drawn to further into the site to explore the other content pages.

Recruiting Marketing utilizes Career Site Builder to create the career site. Select Recruiting Management field data can be configured to pass to Recruiting Marketing. Data fields include External Job Title, External Job Description, City, State, Country, Postal/Zip Code, along with other fields including 5 Custom Fields.

Setup Recruiting Marketing Job Field Mapping
Setup Recruiting Marketing Job Field Mapping

Some of the different built in features that can be incorporated into the career site are Join Talent Community, Customized Branding, Job Categories, Custom Searches, Social Sharing and Roles.

Branding – Company colors, logos, fonts, images can be used to create the company image on the career site. This helps candidate validate that even though the career site and the corporate websites might look different in styles they are still part of one company. Career Site Builder has the ability to create multiple brands which allows companies to showcase different businesses or even different stages of the candidate process.

Career Site Builder - Global Styles
Career Site Builder – Global Styles

Talent Community and Job Alerts – Passive candidates can join the talent community and job alerts without having to apply for a job. Limited data is entered by the candidate to join like First & Last Name, E-Mail Address and Password.

 Create Job Alert
Create Job Alert
Join Our Talent Community
Join Our Talent Community
Create an Account into Recruiting Marketing
Create an Account into Recruiting Marketing

Job Categories – Category pages can be modified to add additional content describing the category. Rules are added to the back-end of each category page to filter the jobs displayed on each page. The rules can be as simple as displaying all jobs that have the Country = Canada or the rules can be more complex to limit the number of jobs that appear.

Search – Most candidate will use this feature to narrow down the jobs they are looking for. Some of the features of the search area can be keyword, zip code (if zip code is on the requisition and passed over to RMK), radius search by distance from a zip code and by location. Other options can include other data fields passed over from RCM. An example could be City however the dropdown would only show cities for the jobs that have been posted externally.

Search Bar with custom Filters added
Search Bar with custom Filters added

Social Sharing – This feature allows candidates to post to different Social Media platforms from Twitter, Facebook, LinkedIn, Pinterest or email. Candidates would have to have a media account but once logged in they could post a job on their LinkedIn page or share it privately with a friend.

Example of Social Sharing
Example of Social Sharing

Interactive Google Maps – One of the features that can be turned on is an interactive map that shows all the jobs that are currently posted to the external site. Zip/Postal Code is a required field to be mapped over from Recruiting Management for this feature to work. Candidates have the ability to zoom in to a specific area. Once zoomed in they can select a specific job and the candidate will be taken to the job page.

Google Maps zoomed out
Google Maps zoomed out
Google Maps zoomed in and showing an open job posting
Google Maps zoomed in and showing an open job posting

Translations – Even with using the standard elements inside Career Site Builder using translations the labels can be updated. This works for English and all other languages turned on. Recruiting Marketing has translations for over fifty different languages built in.

Example of Translations inside Career Site Builder
Example of Translations inside Career Site Builder

Permissions – Access to Career Site Builder is granted through Rule Based Permissions. Once access is granted inside Career Site Builder Roles can be configured to limit the access to certain employees to different areas inside Career Site Builder. Access can also be limited by different Brands.

Analytics – provides customers insight into which sources are most effective and produce the best candidates, which allows them to adjust their media spending accordingly. In addition to source optimization, RMK Advanced Analytics also provides insights related to candidate behaviors, job distribution, campaigns, mobile traffic and other areas.Analytics – provides customers insight into which sources are most effective and produce the best candidates, which allows them to adjust their media spending accordingly. In addition to source optimization, RMK Advanced Analytics also provides insights related to candidate behaviors, job distribution, campaigns, mobile traffic and other areas.

Example of Advanced Analytics
Example of Advanced Analytics

Recruiting Marketing is a powerful module that if configured correctly can help companies attract the right type of candidates to become part of their team. By keeping the site simple and to the point but with a dash of corporate flair and culture candidate will want to apply.

Posted in Talk Techie to Me | Leave a comment

Better Living Through Custom Views

Stream line your Compensation Planning with Custom View

Companies often tell me one of the major reasons they purchase SuccessFactors Compensation Management is to reduce administrative effort and improve the end user experience when making compensation planning decisions.  The end result should be easy for administrators to set up and maintain AND easy for the end user to use to make their compensation decisions.  The challenge is to design a form that includes enough information for end users without overwhelming them with unnecessary fields that take up space, cause scrolling, and add to the administrative workload. 

Configuring Custom Views is one way to accomplish this.  Using this feature, planners  can now view employee details/data already located in the People Profile or EC Portlets without having to navigate outside of the compensation planning worksheets or Executive Review.  With one click on the Actions dots, the user can select a view, and a pop-up is displayed.

Accessing Custom Views from Form or Executive Review
Accessing Custom Views from Form or Executive Review
Compensation Info Custom View Pop-up to Employee Central
Compensation Info Custom View Pop-up to Employee Central
Bonus Custom View of Employee Central  One Time Payments
Bonus Custom View of Employee Central One Time Payments
People Profile Custom View of 9 Box block
People Profile Custom View of 9 Box block

Custom Views are easy to setup and maintain:

  • Configured in Admin Center- Design Worksheets
Configuration of Custom View
Configuration of Custom View

  • Options available for Section and Blocks are based on the instance configuration in People Profile and/or EC.  (Can’t add access to areas that are not configured in your instance.)
  • No additional permissions necessary as Custom Views in the worksheet will respect established role based permissions granted for People Profile or EC sections and blocks

Currently, Custom Views can be configured to the following areas within your SuccessFactors instance:


Possible use cases

  • 9 box view without importing data to a field (must have 9 box configured)
  • Performance history- access to past performance ratings in the system for planners to see performance trends
  • Bonus history- view of bonus awards without having to populate data on the form
  • Historical awards in EC- planner can view past awards granted to the employee in previous cycles, or off cycle increases
  • Compensation Widgets in EC- planner can view these during compensation planning within the form, otherwise only available in EC

Key Benefits

  • Configured in Admin Center, customers can change or add without engaging outside help from a Partner or SAP
  • Administrative Efficiency- No need to load extra data, based on existing configuration and data that is already in the instance
  • Less scrolling for end user
  • Less screen pollution- end user chooses when and if they want to access Custom View data
  • Can show EC Compensation Widgets (Charts) that are otherwise not available to display in Compensation Planning forms
  • Respects established permissions

Posted in Talk Techie to Me | Tagged , , , , , , | Leave a comment

Curriculum or Program?

Why use a curriculum over a program?

I always get asked the question “When should we use a curriculum over a program?”. The answer is it really depends on the training.

If the training leads to compliance where a regulator will audit you then you will want to choose a curriculum. Curriculums were specifically designed to be strict for compliance and audit purposes. Curriculums support detailed tracking of compliance and qualifications for highly regulated industries. If the training is not for compliance purposes and a are a bundle of items, then programs will be a better choice. Programs are the newer option of the two which utilizes the Fiori look and feel. Many clients find Programs to have a better user experience based off the overall look and feel of the program compared to Curriculums. Outlined below are the SuccessFactors definitions of curriculums and programs and the individual feature comparisons between the two.

What is a Curriculum?

A Curriculum is a set of one or more items that can be assigned and tracked as a group.

Curriculums may be used to track recurring training, allow credit for previously completed training, and provide users with a choice of how to complete requirements. Curriculums provides the functionality to recalculate required by dates on items that have been completed, but must be repeated on a recurring basis. They may include sub-curriculums so that the entire set rolls up to one overall completion status for the top-level curriculum. A Curriculum is considered complete when all requirements are complete.

Figure 1 - My Learning Assignments view with Curricula assigned
Figure 1 – My Learning Assignments view with Curricula assigned

The status may change over time as users complete items for the first time and attempt to complete retraining each additional time. Failing an item or missing a retraining date may cause the curriculum to show a status of incomplete. A curriculum can be designed to have different triggers and retraining periods. They can have unique prerequisite rules as well a specific requirement like completing a certain amount of training hours or a certain number of items out of a pool of items. Curriculums can be linked to a job code or assignment profile and automatically be assigned. They can also be associated to a catalog for users to electively assign to themselves or they can be manually assigned to users

When a curriculum is assigned, the individual items associated to the curriculum will be assigned to the learner and appear on their learning assignments tile. The image below is a look at a user’s learning assignments and the different items assigned, as well as which curriculum the assignment is part of. In the second screenshot this is the view the learner gets when they click on the fold for the curriculum to see the full list of items associated to the curriculum.

Figure 2 - Curriculum View
Figure 2 – Curriculum View

What is a Program?

A Program consists of learning activities that creates a schedule of learning.

The schedule is controlled by the Program’s agenda, which functions like an academic syllabus. The learning activities can be learning items, or they can be external content such as a welcome video hosted on the company intranet. You can also put in links to outside websites or any custom text for the learning to read. Program activities may need to be completed in sequence or during specific date periods. Scheduled-type programs may contain specific scheduled offerings and permit the users to be registered into all of them at the same time when they are registered into the program itself. Programs can be setup to have required dates for items but the big difference between a Curriculum is that a Program cannot be setup for retraining. Programs can be assigned to users by their supervisor, by an admin directly or auto assigned through Assignment Profiles. They can also be made available in the catalog for users to self-assign the program.

When a program is assigned to a learner just the program appears in the learning assignments tile unlike how a curriculum is assigned with all the items getting assigned in the assignment tile. The nice thing about programs is that a user can easily see their progress bar right from their learning assignment without opening the program as you can see below.

Figure 3 - My Learning view with Program assigned
Figure 3 – My Learning view with Program assigned

Once the learner views their program they will see their agenda and what is required for completion.

Figure 4 - Program view with Agenda/Sections
Figure 4 – Program view with Agenda/Sections

Curriculums and Programs Feature Comparison

Use this table to compare individual features of the system and to understand how the feature works with curriculums and how it works with programs. This comparison came specifically from SAP.

Figure 5 – Curriculums and Programs Feature Comparison
Posted in Talk Techie to Me | Tagged , , , , , | Leave a comment

Three Reasons It’s Time to Move Your Payroll Processing to the Cloud

Payroll is as essential as electricity to keeping the lights on in your business. If paychecks go out late or wrong even once, you’ll need to repair damaged trust with your employees. And if you aren’t getting payroll taxes to federal, state, and local governments on time, you’ll incur fines or interest, wasting money.

Maybe you’ve never had these problems, but consider your HR team’s experience in managing company payroll. What hurdles must HR jump to keep payroll processed smoothly and accurately, to maintain compliance with shifting regulations, to create useful reporting, and to ensure that everyone gets paid on time and accurately?

I recently spoke with a friend who works in HR. She said she had to go into the office for an hour or two on Christmas Day to process payroll so that everyone got paid at the end of December.

In 2016, we had technology that enabled a stuntman to skydive from 25,000 feet without a parachute and walk away unscathed. Surely we can save an employee the hassle of driving into the office on a holiday just to “keep the lights on.”

If you’ve been struggling to process payroll efficiently, here are 3 reasons it’s time to use a cloud payroll solution.

1.       You need more flexibility in when, where, and how your employees process payroll.

Imagine a scenario that lets employees access and process payroll anywhere—from home, while traveling, or on their iPhone while sitting in the waiting room at the doctor’s office.

Because cloud payroll software can be accessed from any computer or device, your employees don’t have to be at their office desks to use it, making payroll processing more portable and scalable.

Leaving the office for a doctor’s appointment or an impending blizzard no longer poses a threat to getting payroll processed on time. And remote employees around the world can access your software and process payroll too.

2.       Your isolated Payroll system may be holding you back.

In today’s competitive marketplace, access to information can make a big difference for the company’s bottom line. If your systems are not part of an efficient integrated landscape, you may be entering information twice, not getting access to data trends, and the data in the rest of your Human Capital Management systems may not be complete when you make decisions. The systems in the cloud are built to be connected to other systems and therefore are much easier to integrate to, which opens up possibilities of communication between the systems that may result in a more complete picture of the HCM data and better decisions based on this data.

3.       Your payroll system is falling behind.

With the increasing complexity of processes and increasing amount of data, it is getting harder to manage the HCM processes or find the data you actually need. The goal of the cloud is to focus and simplify the processes and offer the data you actually need and this trend is making older system feel more inefficient with every new cloud update. Just like the user interface of the iPhone changed the way we expect data to be presented to us, the cloud continues to reform our experiences with payroll processes.

4.       You’re spending too much time and money maintaining payroll software.

Provisioning your own hardware to support your payroll software, plus maintaining servers and updates to keep your software running is costly and risky. A cloud payroll solution stores and maintains everything for you. All your data is backed up on secure servers to prevent loss, and your solution provider is responsible for automatically updating the software and keeping it running 24/7.

SAP says, “Top performing payroll organizations process payroll at a 37% lower cost than standard organizations.” To learn more, download the SAP SuccessFactors brochure.

Bringing It Together

Cloud payroll software gives you the flexibility, automation, time, and cost savings you need to focus on what your business does best. You’ll reduce risk of error and regulatory non-compliance with government agencies. You’ll also benefit from a level of security and maintenance expertise that you likely couldn’t replicate on your own.

Paid employees are happy employees, and so are HR teams with the right tools to help them succeed at work.

Posted in SuccessFactors Sam | Tagged , , , , , , , , | Leave a comment

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.

Posted in SuccessFactors Sam, SuccessFactors Tips & Tricks | Tagged , , , , | Leave a comment

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.

Posted in Talk Techie to Me | Tagged , , , , , , , | Leave a comment