Tag Archives: Tips & Tricks

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 … Continue reading

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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 … Continue reading

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Field-based permissioning for SuccessFactors Compensation forms

Common challenges you may encounter when manipulating Compensation forms are: managing which fields are hidden, visible, or editable by specific criterion or groups allowing different permission levels per form template For example, hiding the compa-ratio from your managers, but allowing … Continue reading

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How to use quotation marks as text delimiters when importing a CSV file

A common challenge you may encounter when importing data into SuccessFactors may stem from text fields that contain extra commas.  Getting this data into your system can be tricky and mistakes can mean that employees with incorrect data fields, like … Continue reading

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