SAP Successfactors

Course Content

SuccessFactors HCM /HXM:

SAP SuccessFactors Human Experience Management Suite -- or HXM Suite -- is the next iteration of SuccessFactors HCM and is meant to help manage the entire employee lifecycle, including recruiting, onboarding, payroll and performance management and help optimize the employee experience

(Week#1-Introduction to Mastery)

Class-1:

  • Why Cloud?
  • Why SuccessFactors?
  • SuccessFactors Core & Talent Management modules Overview
  • Role of Professional Services Consultant

Class-2:

  • SuccessFactors BizX methodology
  • Accelerators, Configuration workbooks, Estimators, etc.
  • SuccessFactors BizXpert architecture
  • Business Execution process in detail

Class-3:

  • Understanding SuccessFactors terminology
  • Introduction to Instance
  • Introduction to Provisioning
  • Partner Portal, Community, SuccessStore, etc.

Class-4:

  • Home-page acquaintance
  • Portlets, Dashboards, Tile browser
  • Navigating Main Menu, Welcome Menu
  • To-Do list, Admin. Tools a glance

Class-5:

  • Welcome Menu Options
  • My favorites list
  • Search functionality
  • Help &tutorials

(Week#2-Introduction to Mastery)

Class-6:

  • Personalizing the Instance
  • Welcome Portlets
  • Company logo, Theme manager
  • Theme manager, e-mail notifications, etc.

Class-7:

  • Introduction to Organization chart
  • Directory in Org.
  • chart Resources in Org
  • chart Personal card in detail

Class-8:

  • Introduction to Position Org. Chart
  • Add lower position
  • Add peer position
  • Manage position

Class-9:

  • Introduction to Position Org. Chart (cont..)
  • Internal number ranges
  • Advanced position management
  • Internal number ranges to Position

Class-10:

  • Introduction to Data (.csv) files
  • Export employee
  • Import employee
  • Manage employee

(Week#3-Employee Central)

Class-11:

Data Models:

  • Corporate data model
  • Succession data model
  • Country-Specific Corporate data model
  • Country-Specific Succession data model

Class-12:

  • Foundational Objects configuration
  • Organizational Foundational Objects
  • Job Foundational Objects
  • Pay Foundational Objects

Class-13:

  • Generic Objects, Cost center
  • Other FO, Workflow configuration
  • Other FO, Event reason
  • Other FO, Dynamic role

Class-14:

  • Introduction to Proxy management
  • Add/Hire new Employee
  • Understanding New Hire workflow
  • Monitoring Workflows

Class-15:

  • Introduction to Employee profile
  • Employee Self Service
  • Manager Self Service
  • Data Change workflow

(Week#4-Employee Central)

Class-16:

  • Introduction to Role Based Permissions (RBP)
  • User Permissions, Administrator Permissions
  • Permission Roles, Permission Groups
  • Manage Security

Class-17:

  • Introduction to Extended Markup Language (XML)
  • Working with XML pad
  • Document Type Definition (DTD)
  • files Creating/Modifying Rules

Class-18:

  • Introduction to MDF (Meta Data Framework)
  • Generic Objects – Cost Centers
  • Manage Advance Objects
  • Manage Configuration UI

Class-19:

  • Picklist Management
  • Working with Propagation rules
  • EC – Payroll Overview
  • Leave of Absence – Overview

Class-20:

  • Introduction to Time Off
  • Define Holiday calendar and work schedule
  • Define Time type and Time profiles
  • Set up Time Off for Employees

 (Week#5-Goal & Performance Management)

Class-21:

  • Introduction to Goal Management
  • Goal plan template: Basic
  • Goal plan template: Extended
  • Accessing Goal plan from Menu

Class-22:

  • Introduction to Goal Management (cont..)
  • SMART goals, Cascading goals
  • Goral Execution
  • Goal Library

Class-23:

  • Introduction to Performance Management
  • Accessing Performance v12 forms
  •  Performance review
  • Competencies

Class-24:

  • Introduction to Performance Management (cont..)
  • Rating Scale
  • Route Map
  • Stack Ranker

Class-25:

  • Introduction to Performance Management (cont..)
  • 360 review
  • Calibration overview
  • Compensation overview

 (Week#6- Miscellaneous)

Class-26:

  • Introduction to Analytics
  • Standard Reports
  • Ad-Hoc Reports
  • Creating new reports, Filters, etc.

Class-27:

  • Introduction to Social Colabaration
  • SuccessFactors JAM
  • SuccessFactors Mobile
  • Activating/Registering Smartphone

Class-28:

  • Introduction to Integration
  • Side-by-Side deployment,
  • Full cloud deployment
  • Talent-Hybrid deployment

Class-29:

  • Resume preparation
  • FAQs in Interviews
  • Certification guidance
  • Miscellaneous

Class-30:

  • Open Session
  • Open Session
  1.  Introduction to Recruiting and Initial setup
  2.  Recruiting Provisioning Settings
  3.  Recruiting Templates and settings
  1.  JRDM – Job Requisition Template
  2.  CDM – Candidate Application Template
  3.  CPT – Candidate Profile Template
  4.  Offer Template
  1.  Managing Candidates
  2.  Manage Recruiting Settings
  3.  Configure initial settings in Admin Tools
  4.  Rules in Recruiting
  5.  Applicant Status
  1.  Candidate Profile
  2.  Application
  3.  Interview Central
  4.  Interview Scheduling
  1.  Requisition
  2.  Employee Referral
  3.  Offer Approval & Offer Letters
  4.  Recruiting Home page tiles
  1.  Hire & Onboard
  2.  Form Templates
  3.  Route Map
  4.  Managing Recruiting Posting
  5.  Admin Center for Recruiting
  1.  Agency
  2.  Career Portal
  3.  Legacy Data Migration
  4.  Reporting
  5.  External Third Party Integrations
  1.  Data Privacy Consent Statement
  2.  Data Retention Management in Recruiting Management
  3.  Intelligent Services
  4.  Integration Center and Recruiting Management
  1.  Onboarding 2.0 functionalities
  2.  0.1 Onboarding Resources
  3.  0.2 Enable Features in Provisioning
  4.  0.3 Onboarding 2.0 components
  5.  0.4 Homepage V3 Tile group
  6.  0.5 Data model for the Onboarding process Implementation Process
  1.  1.1 Activate Features in Super Admin
  2.  1.2 Web Services
  3.  1.3 Test Onboarding Process
  4.  1.4 Complete Hiring Manager Activities
  5.  1.5 New Hire Completes Paperwork in SF HCM
  6.  1.6 Metadata Framework
  7.  1.7 Manage Business Configuration
  1.  2.1 Set up Role Based Permissions
  2.  2.2 Create Reports and Run Sync Jobs

 Business Configuration and Administration

  1.  3.1 Corporate Structure
  2.  3.2 Security Administration
  3.  3.3 Data Dictionary
  4.  3.4 Picklists
  5.  3.5 PDF Forms
  6.  3.6 Panel Designer
  7.  3.7 Notifications
  1.  4.1 Configure Hiring Manager Activities

Onboarding Integration 

  1.  5.1 RCM Integration Configuration
  2.  5.2 Initiate Onboarding from Recruiting

Mobile Onboarding settings

Offboarding

Cross boarding

 
 
  1. Introduction to Reporting.
  2. Activation of Workforce Module in the Provisioning System
  3. Introduction to Dash Boards
  4. Set up process dashboards
  5. Analytics 2.0 Overview
  6. Manage Report Permissions
  7. Cross Domain Report
  8. List view reports
  9. Single Domain Report
  10. Spotlight view reports
  11. Dashboard
  12. Spreadsheet reports
  13. Dashboard Portlet
  14. Classic reports
  15. Introduction to Dashboard
  16. Adding Portlet to Dashboard
  17. Ad-hoc reports
  18. Advanced Reporting
  1. Creation of Holiday
  2. Creation of holiday Calendar
  3. Time off Process & Workflows
  4. Creation of Work Schedule
  5. Simple, Period Work Schedule
  6. Time Type
  7. Leave of Absence
  8. Manage Time off Calendars
  9. Manage Time off Structures
  10. Absence Management
  1. Goal Management Process
  2. Performance Management Process
  3. Goal Template Configuration
  4. Adding New Template from success store
  5. Old & V12 Goal Management Template
  6. Launching forms
  7. Import/Export Objective Library
  8. Integrating Goal Template with Performance Template
  9. Import Goals
  10. Core Competencies vs Job Specific Competencies
  11. Goal Execution settings
  12. Performance Management Process
  13. Route Maps
  14. Rating Scales
  15. Perform Spell Check
  16. Form Template settings
  17. Perform Legal Scan
  18. Route Forms
  19. Competencies
  20. Development Plan process

Target Audience:

  1. HR Generalist
  2. HR  Payroll
  3. HR Recruiter
  4. End user HR
  5. SAP HCM, Oracle HCM, Peoplesoft, Workday HCM- Consultant