SAP SuccessFactors - Quick Guide

SAP SuccessFactors - Introduction

SuccessFactors is a SAP product suite to provide cloud based solution to manage business alignment, people performance, recruitment, and employee central and learning activities for all sizes of organizations in more than 60 industries. SAP SuccessFactors is a cloud based HCM solution and developed on Software as a Service (SaaS) model.

SuccessFactors is the name of a company founded in 2001 that developed cloud-based HCM solution known as SuccessFactors and was acquired by SAP in 2011.

Key Features of SAP SuccessFactors

Following are the key features that are covered in SAP SuccessFactors cloud-based HCM solution provided to the users −

  • Recruitment
  • HR Transactions
  • Changes and Transfers
  • Position Management
  • Time Off
  • Payroll Time Sheets
  • Reporting, Compliance and Auditing
  • Integration & Extensibility
  • Learning and development

Software as a Service

SAP SuccessFactors is cloud based HCM solution and is designed on Software as a Service (SaaS) cloud model. Software as a Service is also known as On-demand software solution where software is licensed on a subscription basis and is centrally hosted.

SaaS has become a common delivery model for many business applications, including office and messaging software, payroll processing software, DBMS software, management software, CAD software, development software, gamification, virtualization, accounting, collaboration, customer relationship management (CRM), management information systems (MIS), enterprise resource planning (ERP), invoicing, human resource management (HRM), talent acquisition management and other software and infrastructure services.

  • In SaaS, software and application data is hosted on a remote cloud and can be accessed on demand from any location using secured login credentials.

  • SaaS software is multitenant that allows many instances of the software to be accessed and are on the same application version.

  • Users have an option to select features and functionality to use in the standard solution and in the regular releases that are introduced by the vendor.

  • SaaS Solution is based on multitenant architecture where a single configuration is applied for all the tenants or customers. To provide scalability, you install application on multiple machines.

The following screenshot shows the homepage of SAP SuccessFactors. At the top, you have a search option where you can perform any active search. In addition, you will find a To-Dos tab to quickly access daily tasks and a help & tutorial tab that you can use to seek any help related to SuccessFactors.


Benefits of Cloud Solutions

There are various benefits of using a Cloud environment as compared to an On-premise system.

On-premise Cloud Solutions

The major benefits of using Cloud environment are as follows −

Cost Effective

  • Capital Expenditure − Capital Expenditure is involved in IT infrastructure for on premise solution. Cost of IT infrastructure is very high. Example: Servers, interfaces, network devices, etc.

  • Operational Expenditure − In a Cloud solution, you do not need capital expenditure, so it saves huge money to procure hardware platform. In a Cloud environment, hardware is shared and procured by Cloud service provider and the company has to bear only operational costs like users and maintenance of tenant.


  • Company Owned − An on-premise solution is owned by a company.

  • Subscription − In cloud environment, you have to subscribe to a cloud vendor.

SAP SuccessFactors - Integration Add-On

Integration add-on for SAP ERP HCM and SuccessFactors HCM allows you to integrate data between two environments related to organizational structure, organizational data, compensation and qualification data.

Compensation Data

You can support compensation process on Business Execution by transferring data from compensation SAP ERP HCM to SuccessFactors BizX. It is also possible to transfer planned compensation data from SuccessFactors Business Execution to SAP ERP HCM and you can import this data in payroll cycle in HCM suite.

Employee Data

Integration add-on allows you to transfer employee and organizational data from SAP ERP HCM to SuccessFactors and you can manage Talent Management process on SuccessFactors Business Execution (BizX).

Evaluation Data

You can manage work force planning and analytics by transferring data from SAP ERP HCM to SuccessFactors cloud.

Integration Add-On Releases

Integration add-on releases are as follows −

  • Integration Add-On 1.0 for SAP ERP HCM and SuccessFactors BizX
  • Integration Add-On 2.0 for SAP ERP HCM and SuccessFactors BizX
  • Integration Add-On 3.0 for SAP ERP HCM and SuccessFactors

In the following illustration, you can see integration between SAP ERP HCM suite and SAP SuccessFactors HCM.

SAP Process Integration

You can see employee pre-hired data is exported from HCM suite to SuccessFactors onboarding. When the onboarding task is completed in SuccessFactors, data is extracted and information is sent from SuccessFactors onboarding to SAP ERP HCM suite. Exported and imported data is stored in stages and with the use of Transaction: HRSFI_ONB_HIRE, you can move the data to employee master.

Middleware and Landscape

Two types of landscapes are possible as a part of integration scenario −

  • SAP PI is a part of SAP ERP HCM On-premise landscape.
  • SAP HCI is a separate component from SAP ERP HCM suite.

The integration add-on supports the integration scenario using middleware. You can use SAP Process Integration (PI) or SAP HANA Cloud Integration (HCI) for transferring content as middleware. When you use SAP Process Integration as middleware, integration add-on is embedded and integration connectivity add-on is a part of On-premise SAP ERP HCM suite.

When you use SAP HANA Cloud Integration as middleware, it is considered as a part of different environment from SAP ERP HCM suite.

SAP SuccessFactors - HCM Suite

SAP SuccessFactors HCM suite is a web based tool and requires an internet connection and a system with the following configurations −

Desktop Browser

  • Microsoft Internet Explorer 11 (Internet Explorer 10 Metro is not supported at this time)
  • Microsoft Edge
  • Mozilla Firefox
  • Apple Safari 6, 7, 8
  • Google Chrome

Mobile Browser

  • Apple Safari for iOS 8.0+
  • Google Android 4.1+ default browser
  • Google Chrome for Android

Oracle Java Runtime Environment

  • 1.6/ higher to use video and audio recording
  • 1.7 for Plateau Report Designer (PRD) 4.4.1
  • On-premise customers can elect to require JRE for content tracking in a crossdomain solution.

Operating System

  • Microsoft Windows Vista
  • Microsoft Windows 7
  • Microsoft Windows 8+
  • Apple Mac OS X Lion (10.7) or higher

Document Types

  • SAP SF HCM suite supports the following document types

    • You can open .BMP, CSV, DOC, GIF, HTM, HTML, JPEG, JPG, PDF, PNG, PPT, RTF, TXT, XLS, and XML.

    • You can also use XLSX and DOCX as part of learning management system.

Other Configurations

  • Network bandwidth − Recommended connection speed 300−400 kpbs

  • Screen resolution − Required screen resolution is XGA 1024x768 (high color) or higher

  • Minimum cache size − 250 MB of cache size is recommended.

  • Adobe Flash Player − Version 10 or higher.

SAP SuccessFactors - Architecture

SAP SF allows organizations to manage their HR functions on the cloud environment. This cloud solution can be integrated to SAP ERP using SAP PI or SAP HCI. However, majority of clients in SuccessFactors do not go for integration with SAP ERP solution.

There are two types of deployment models possible with SAP SF −

  • Talent Hybrid
  • Full Cloud HCM
Public Cloud

In Hybrid scenario, you can connect your core business suite like SAP ERP HCM with other SAP cloud solutions.

SAP SuccessFactors - Landscape

As mentioned in the previous topic, you can use two middleware to implement integration between On-premise and Cloud environment.

HANA Cloud Integration

SAP HANA Cloud Integration (HCI) is used to implement the integration of business processes and data between cloud and on premise solution. You can integrate business processes between different companies, organizations, or business units in a same organization. SAP HCI allows you to easily perform an ETL function Extract-TransformLoad between on premise and cloud system.


SAP Process Integration is a part of the SAP NetWeaver platform. It is called SAP NetWeaver Exchange Infrastructure XI in NetWeaver 7.0 ehp2 and older versions. SAP NetWeaver Process Integration is a part of the NetWeaver software component and is used for exchange of information in company’s internal system or with external parties.

SAP PI/XI enables you to set up cross system communication and integration and allows you to connect SAP and non-SAP systems based on different programming language like Java and SAP ABAP. It provides an open source environment that is necessary in complex system landscape for the integration of systems and for communication.

SAP Process Integration is a middleware to allow seamless integration between SAP and non-SAP application in a company or with systems outside the company.

SAP Process Integration

SAP Process Integration as middleware, Integration add-on is embedded and integration connectivity add-on is part of On-premise SAP ERP HCM suite.

The following screenshot shows the architecture of SAP PI system to set up cross-system communication. You can use this to connect SAP and non-SAP system based on Java and ABAP.

SAP PI Architecture.jpg

In the following screenshot, you can see that SAP PI is a part of SAP ERP6.0 HCM suite and landscape is separated by a single firewall between ERP and HCM suite.


SAP SuccessFactors - Landscape HCI

Using SAP HANA Cloud Integration (HCI), you can implement various business processes like synchronization, etc. You can use Eclipsed based integration that allows you to perform mapping of business operations and messages and set up those on SAP HCI platform.

The SAP HCI tool kit contains features to develop and configure integration flows. It allows the integration of data between On-premise and cloud applications.

Integration option in HCI allows you to integrate business processes across multiple organizations, companies or multiple departments in an organization.

Following are the prerequisites to install HCI −

Component Prerequisite

Eclipse Platform


Operating System

Windows 8 64-Bit

Note: The SAP HANA Cloud Integration Tools are not supported for MAC OS

Java Runtime

JRE version 1.7 or higher

As shown in the following screenshot, HCI is a separate kit. So you can see two different firewalls- FW1 and FW2 in system landscape.

FW1 and FW2

Instance Types

Depending on the customers’ purchase agreement, they may be starting their configuration from one of the following types −

BizX Suite Bundles

  • SuccessFactors Align & Perform
  • SuccessFactors Perform & Reward
  • SuccessFactors Talent Management Suite
  • SuccessFactors Recruiting Plus
  • SuccessFactors Learning Plus

Professional Edition

It is tailored specifically for small businesses (1-500 employees). This automated and easily configurable web-based solution includes four core modules −

  • Employee Profile
  • Goal Management (GM)
  • Performance Management (PM)
  • Jam

PE also offers the following additional modules −

  • Compensation Planning
  • Recruiting Management
  • Jam (Premier Edition)

Job Code

A Job Code is assigned to each employee to “map” the competencies for their role to the Job Code.


A portlet is a configurable object on the SuccessFactors screen. Portlets provide resources, charting, or features for users to assist them with performance processes.

In the following screenshot, you can see a To-do Portlet that shows the to-do tasks for a user. You can also customize the portlet as per your requirement. We have explained the customization of a portlet later in this tutorial.

To-do Portlet

Role Names

Role Names or codes are used to designate to whom a form should be forwarded using the route map. Examples include −

  • E – Employee
  • EM – Employee’s Manager
  • EMM – Employee’s Manager’s
  • Manager or 2nd Level Manager
  • EH – Employee’s HR Representative

Performance and Availability Management

Using SuccessFactors admin tools, you can monitor performance and availability and detect deviations from expected performance targets.

As per contract with the service provider, you can request wide range of reports or schedule them monthly from service provider.

The common report types are −

  • System Availability
  • Response Time Report
  • API report
  • Service Availability Report
  • Use cases

System Availability Report

Your application URL is monitored from different testing sites and with the use of monitoring tools, you can check the system available time. System availability is defined in terms of percentage and varies as per system available time.

The system may be unavailable for multiple reasons such as, internet connectivity issue, application or data center issue, scheduled outages and maintenance activities, etc. The data generated for system availability can vary as per entered time range.

The following diagram shows a Sample availability report −

Sample Availability Report

Response Time Report

Response time report contains response time for each minute test with the average of measure period in millisecond. Given below is a sample of response time for a system −

Response Time

API Report

The API Report allows you to see API analytics usage for a specific time period. You can check how many times API was called and count of API accessed in the system.

Sample API report can contain number of times an API was called and total count of API in the system.

Service Availability Report

This report allows you to view the availability of different services configured in the system. You can configure it to view in the form of dashboard and to see the service status as per specific time zone.

Service Status

Use Cases

You can also check the performance of SuccessFactors environment using some predefined scripts. These scripts should only be used when you experience a poor performance from the system as this puts extra load on cloud service provider.

Customers can create and run arbitrary EEM scripts that call SFSF Cloud HCM applications and execute navigation steps and other actions in their SuccessFactors HCM Cloud solutions. Creating and maintaining such scripts would be a customer specific activity, in order to reflect the customer's individual functionality and configuration.

These are standard scripts that you can run for performance optimization to check current system scalability and component usability. Like in an on-premise system, you can check CPU, Memory, and File System Utilization.

SAP SF - Customize Welcome Portlet

How to Customize a Portlet in SuccessFactors?

A portlet is a configurable object on the SuccessFactors screen. Portlets provide resources, charting, or features for users to assist them with performance processes. To customize a portlet, follow the steps given below −

Step 1 − Go to SuccessFactors environment → Login and you can come to Welcome screen.

Welcome Screen

Step 2 − Click Toggle on the upper right hand side of the Welcome tile as shown below −

Welcome Tile

A new page Edit Custom Tile opens. There are two options −

  • Tile Settings
  • Configure Contents

Step 3 − Under Tile Setting, enter the tile name. Enter the name that describes the type of tile you are creating and this is not displayed to your users.

Step 4 − Under configure contents −

  • Enter Tile title − This is the title, a user will see at the top.

  • Description − This is the description, a user will see in their tile browser.

Edit Custom Tile

At the bottom, you have a preview option to see how the tile will look.

Configure Content

Step 5 − Once you click on Preview, Tile title will be displayed along with the description as shown in the following image. You can decide if you want to save this or make further changes.

Tile Title Display

Step 6 − To save the tile, click the save button at the bottom.

Tile Save Button

SAP SuccessFactors - Navigation

How to Perform an Active Search in SuccessFactors?

When you open SuccessFactors URL, you are prompted to enter user name, password and company Id. To perform an active search in SuccessFactors, follow the steps given below −

Step 1 − Login to SuccessFactors, it opens the home screen of SAP SuccessFactors. Enter Company Id, user name and password. Click Log in.

SuccessFactors Login

Step 2 − On the home screen, you have To-do Portlet on the left side and quick links. You have quick action search that you can use to search in SuccessFactors environment.

Quick Action Search

Step 3 − You can perform a search by entering a name. Here, you enter an employee name and click the Search icon.


Let us understand this with the help of an example. We have searched for Robert in the following action search.

Robert Action Search

Step 1 − When you click the employee name, it will open a public profile of that employee.

You can check his designation, location, direct dial, Email Id, Local time, and other public-profile details.

Employee Files

Step 2 − You can also check the Organization chart of the employee. Go to the public profile of employee and click Full Size.

Full Size

Step 3 − Click Uplevel and it will show you the Organization chart of the employee.


Step 4 − When you click Position Org Chart, it will show you organization chart as per the employee designation. You can also search in Org chart.

Position Org Chart

Step 5 − When you click Company info at the top, you will see a drop down list of various options to navigate to SuccessFactors link.

To go to the home screen, click Home under the Company Info option.

Company Info

When you scroll down further on Home page, you have various other options −

  • My Admin Favorites
  • Tile Browser
  • My Objectives
  • Portlet
Homepage Scrolldown

SAP SF - Compensation and Variable Pay

Compensation, variable pay, and bonus are a part of Compensation management package in SuccessFactors and are available under same license. Compensation deals with fixed salary paid to the employees.

Bonus and Variable calculations are based on the following three goals −

  • Individual goals
  • Team Goals
  • Group Goals

Bonus in compensation management also depends on performance management. When you are using variable pay, calculations are done with a separate program in SuccessFactors instance. The resulted calculations are shown to People manager who can edit the sheet for final bonus and variable pay.

Standard bonus calculation has a disadvantage that calculations can be performed using one performance form per employee. When you change the organization assignment of an employee in mid-year, there is a need to define separate objectives and they have to be calculated separately.

Variable pay, on the contrary, allows you to perform separate calculations for different time periods in a same year. You can perform separate calculation for employees who move from one project to other or move from one part of business unit to the other. Later, this can sum up to calculate one amount for the payment.

If you are not using Employee Central, you need to upload additional data to perform the calculation. The following file types are required in addition to the user master data.

Import File Name Content & Use
Employee History Import File Multiple rows per employee with validity dates, Assignment to bonus plan, Data relevant for determination of eligibility, Base of calculation (salary), score on each business goal.
Business Goals Import File Business goal definitions, goal forecasts, and goal results for every participating employee.
Eligibility Rules Import File List of rules to which employees are assigned via Employee History File.
Bonus Plans Import File Weighting of different types of goals in bonus plan(group/team/individual)
Business Goal Weights Import File Weighting of business goals per bonus plan

Now, let’s go step by step and see how compensation and variable pay are managed using SuccessFactors.

Step 1 − Go to Compensation.


Step 2 − When you go to compensation, you will find the following options −

Compensation Options
  • Forms − A Form contains data for comp planner and the data exists only for those employees, which are part of comp planner hierarchy.

  • Executive Review − You can use Executive review to check and manage the compensation planning process for a large population of employees. It allows you to group the data from multiple forms into a single view.

    Executive review allows a user to check all the data that a comp planner can see on a form and this includes demographic data, merit increases, adjustments, and any other data field that appears on a comp form.

The key difference between Forms and Executive Review is that in executive review all the employees from multiple forms are listed on one page. The user with Executive Review permission does not necessarily have to be included in the form’s route map in order to see the data.

Executive Review

Step 3 − In Executive summary, you have display and filter options. The Display option allows you to select all the fields in executive summary.

Display Option

The screen will be updated.

Update Screen

Executive review gives users the ability to filter, sort, view, and export data based on division, departments, locations, etc.

Step 4 − Open the Filter Options menu to see the options.

Filter Options

Step 5 − You also have an option to Import/Export in compensation plan. Once you click Export, you have an option to select the File type −

Import or Export

In a large organization, the following staff have access to Executive review −

  • Senior level management/Executive
  • Human Resources
  • Administrators
  • Site Managers/Division managers, which are not part of hierarchy.

SAP SuccessFactors - Foundation

SAP SuccessFactors Foundation deals with setting up SuccessFactors environment and configuring basic activities in Admin center.

The key activities of Foundation include −

  • Enabling, using and managing Action search
  • Public profile
  • Role-based permissions
  • SuccessFactors home page and configure theme
  • Enabling and using Admin center
  • Configuring People Profile

We have already discussed some of these activities. Let us see how to perform role-based permissions in Admin center.

Role-Based Permission

Step 1 − Login to SuccessFactors home page. From the drop down list, select Admin Center.

Admin Center

Step 2 − Click Manage employee portlet → Set user permissions → Manage Permission Groups.

Manage Employees

Step 3 − To create a new group, click the New button. You have to mention the Group name and Category.

Permission Group

Step 4 − Specify the time zone and you can also define hierarchical relationships to specify group. Click Done.

Hierarchical Relationships

Step 5 − To add people pool, add categories and items. You can add up to three people pool in the group. This is required to add people from different locations or departments in a similar group.

Group Section

If you want to exclude some people, you can use Exclude these people from the group section. Click Done to complete the group creation.

Configure Theme

To configure theme, follow the steps given below −

Step 1 − Go to SuccessFactors home page → Admin center.

Homepage Admin Center

The Admin Center page will open.

Company Settings

Step 2 − Click Company setting and select Theme Manager at the bottom as shown in the screenshot given below.

Theme Manager

Themes determine the look of your SuccessFactors pages. You can assign any theme for a specific group. The theme marked as Default is the one that is visible to everyone else. You can change themes as often as you like.

Step 3 − To create a new theme, click Create a new Theme.

Create New Theme

Step 4 − Give your new theme a name, description, and custom colors or you can also select the desired colors as shown in the following screenshot.

Theme Name

Step 5 − You can make different selection for each section. Click Fine Tuning and it will display different components in Theme designer.

Once you make the necessary combination, you can save your Theme.

Fine Tune

SAP SuccessFactors - Intelligent Services

In SuccessFactors, you can use intelligent services to publish events to third-party applications. When there is a change in employee information, intelligent service event triggers and third-party applications can be configured as subscribers for these events.

Setting up Roles

You can set up roles for event notification subscription.

Step 1 − Login to SuccessFactors. On the home page, go to Admin Center.

Login to SuccessFactors

Step 2 − Click Manage Permission Roles. Choose the group to grant permission and go to the Permission Details Page.

Step 3 − In Permission window, go to Administration Permission > Manage Integration Tools.

  • Select Access to Event Notification subscription.

  • Select Access to Event Notification Audit Log.

Permission Settings

Step 4 − Click Done and then click Finish to make the applicable changes.

Setting Third-Party Application as Subscriber

The steps given below will guide for setting third party application as subscriber.

Step 1 − Go to Admin Center > Company Settings.

Company Settings

Step 2 − Under Company Settings, select Event Notification Subscription.

Event Notification Subscription

Step 3 − Under the Subscriber tab, click Edit Subscriber.

Edit Subscriber

Step 4 − Select the Add Subscriber button to add third party application as subscriber.

Add Subscriber

Step 5 − Enter the Subscriber ID field. Rest of the fields are optional.

Enter Subscriber ID

Configure External Subscribers

To configure external subscribers for specified events, follow the steps given below −

Step 1 − Go to SEB External Event Tab under Event notification subscription.

SEB External Event

Step 2 − Click the Add Topic button −

Subscription Add Topic

Step 3 − Select the event that you want your third-party application to subscribe −

Change in Business Unit

Step 4 − Click Add subscription to add subscriber for these type of events.

Event Add subscription

Step 5 − Configure the subscriber from the available list and click Save.

Event Employee Hire

SAP SuccessFactors - Onboarding

Using SuccessFactors onboarding, you can engage new hires from the start. It is important to provide enhanced onboarding experience to the new hires to engage top talents from university.

SuccessFactors Onboarding provides an exceptional, enhanced set of onboarding activities in an organization to manage new hires from the start.

Key Features of SuccessFactors Onboarding

The key features of SuccessFactors Onboarding are as follows −

  • Hiring coordinator can initiate onboarding for hires recruited through SuccessFactors recruitment.

  • Hiring process involves kickoff onboarding process in SuccessFactors for all hires and complete new hire steps.

  • Onboarding involves follow up with hire to make sure that he has completed new hire steps and has taken advantage of the new hire portal.

  • Onboarding can be integrated with recruitment and Employee central to manage new hire activities.

SAP SF - Performance and Goals

SAP Performance and Goal management helps people managers to align individual goals with the company business objectives and core values. It ensures that all the employees are working on same similar goals to achieve and eliminate gap and stay on the right path to achieve organization goals.

If a customer purchases Goal and Performance management together, then all the goals in Goal management are automatically populated in Performance management. Performance management helps managers to measure metrics as per employee performance to meet objectives as per company targets and objectives.

Importing a Goal Plan Template

When you want total goal management in an organization, you have to import goal plan template for a company. You must create and edit your goal plan templates using an XML editor and import/re-import the goal plan to see your changes.

Step 1 − To import Goal plan template, go to Provisioning and select company for which you want to import/reimport goal plan template.

Under managing plan template > Import/Update/Export/Objective Plan template.

Managing Plan Template

Step 2 − You have to select the goal template and click Upload.

Goal Template

Copying Goals from other goal plans

You can copy goals between goal plans as well as export the goals from a particular goal plan. For example, you want to allow a user to copy a goal from the 2015 goal plan to the 2016 goal plan.

You can enable the wizard for copying goals between goal plans from Provisioning using the TGM/CDP Objective Transfer Wizard setting.

Example − A user can copy a goal from the 2014 goal plan into the 2015 goal plan.

Copy a Goal

Performance Management Forms validation

In SuccessFactors, you can validate and update existing performance management template using the Manage Templates tool.

Manage Templates

Step 1 − Go to Performance Review tab on the new page. Templates that need to be updated are marked with an alert sign, as shown in the following screenshot.

Alert Plugin

Step 2 − When you open a template, you will see a new tab on the left side, Validate and Approve for PM v12 Acceleration. This tab contains instructions on how to go about the validation process.

Validate and Approve

SAP SF - Succession and Development

You have to perform various activities related to success and development that helps you to develop talent needed to improve strength of an organization. It helps organization to provide continuous supply of internal talent to meet critical objectives, employees to perform their full potential and accelerate their development and target plans.

Key activities that are included in succession and development −

  • Career Development Planning − Career Development Planning helps an employee select from a wide range of development and career planning activities and the manager can track the success of their resources.

  • Succession − To increase employee engagement, maximize career opportunities for top talent, and helping organizations to become employer of choice.

There are two versions of Career development planning −

  • Career Develop Planning Lite − This is the basic version and available free with Performance management.

  • Full Career Development Planning − The full version has to be purchased and includes the following features −

    • Development Plan

    • Career Worksheet

    • Career Path

Managing Content Development

To manage development content, go to Admin Center > Set User Permissions > Manage Permission Roles

Select the role for which you want to grant access to managing development content. Under permission settings, go to manage career development.

Managing Content Development

Managing Career Path

You can also import/export career path for use on career worksheet.

Step 1 − Go to Admin Center → Development.

Admin Center Development

Step 2 − You have to select a role to start a career path. Go to Find a role and select the role.

Find a Role

Step 3 − When you click the Import/Export Career Path button, you have to select CSV format to import. Go to browse and select the file. Click the Import button.

Import Button

SAP SuccessFactors - Employee Central

SuccessFactors Employee Central provides an option to manage key HR operations and contains HR master data like employee name, identification, user name, etc.

The most important features of Employee Central are listed below −

  • As SuccessFactors is a cloud solution and manages quarterly, you can easily accommodate an organization’s changing work force structure.

  • SuccessFactors Employee central manages different events occurred in the life cycle of an employee. You can track basic events like new hire, promotion, transfer and new assignment, and other activities in Employee Central.

  • Integration of SuccessFactors Employee Central to ERP is more robust and provides better quality HR solution.

  • It provides additional functionalities like increased cloud solution portfolio, integration with third party products, outsourcing function, etc.

The following diagram shows the integration of SAP SuccessFactors with SAP ERP and other modules for better management of HR functions and events.

Integration of SAP SuccessFactors

Employee Central Integration

SAP ERP depends primarily on HR data. The HR system takes various data from other SAP modules. The first integration started for SAP ERP cost center in SAP Financials to SuccessFactor. Various other integration scenarios were developed at later stage.

SuccessFactors Employee Central can be integrated with the following systems −

SAP ERP to SuccessFactor Employee Central

This includes providing cost center from SAP Financial to SuccessFactors to accommodate costs for cost centers, maintenance of employee to cost center assignment and other activities.

SuccessFactor to ERP Integration

You can integrate SAP SuccessFactors to SAP ERP for master data. Various master data can be used from ERP to SuccessFactors for HR functions −

  • Employee Data Integration − Integration of employee data related to key activities like time reporting, travel request, expense report for adhoc requests, etc.

  • Reporting Line Integration − Reporting line information like employee to line manager information is managed in SuccessFactors employee central as part of employee job information.

  • Employee to department assignment integration − The employee department assignment integration is interpreted within SAP Organizational Management as the relationship between the employee’s position and the appropriate organizational unit.

  • Employee to Cost Center assignment integration − The integration of cost centers from SAP ERP to SuccessFactors Employee Central allows assignments of cost centers to employees. This information is back to ERP system for managing cost information to employee position.

Employee Central Payroll

SuccessFactors Employee central payroll is a cloud solution to manage payroll related activities, like run payroll, tax and other benefits.

Employee Central Payroll is a system provided by SAP −

  • Cloud customers who want to run the payroll on cloud features.
  • Customers who are using ECC to manage payroll run.
  • Customers who want to integrate their Human Resource system to Employee Central cloud solution.

Major differences between Employee Central Payroll and On-premise Payroll system are given below −

  • EC Payroll is hosted by SAP, whereas a customer owned HCM solution is hosted by the company or a third party vendor.

  • Support package management is performed by SAP as per latest releases for SuccessFactors in EC Payroll, whereas the BASIS team performs On-premise solution patch management.

  • EC Payroll has latest release pack for SuccessFactors, whereas On-premise system is as per company defined support package policy.

  • In EC Payroll, there is no access to Operating system, whereas in On-premise HCM system you have OS level access.

The integration between On-premise ERP HCM and EC Payroll for master data is done using a middleware known as Dell BOOMi.

Now HCI HANA Cloud Integration is being provided for replicating the master data to HCM system. Employee Central and HCM are both SAP solutions, which makes it easier to be integrated seamlessly.

There is an option for customers to select SAP HCI or Dell Boomi when purchasing a SAP SuccessFactors Enterprise Package.

On the Home tab, click Payroll from the dropdown list.

Click Payroll

When you click the Payroll button from drop down list, you will be redirected to Payroll Control Center or the Payroll Cockpit as shown below. As per your role, you can see the screens to run the payroll like Payroll Manager.

Payroll Cockpit

The following is a list of the supported countries in Employee Central Payroll: Argentina, Australia, Austria, Brazil, Canada, Chile, China, Colombia, Finland, France, Germany, Hong Kong, India, Ireland, Italy, Japan, Malaysia, Mexico, Netherlands, New Zealand, Qatar, Russia, Saudi Arabia, Singapore, South Africa, South Korea, Spain, Sweden, Switzerland, Taiwan, Thailand, United Arab Emirates, United Kingdom, United States, and Venezuela.

SAP SF - Employee Central Activities

Various activities can be performed under SAP SuccessFactors Employee Central (EC). Its key functions include −

  • Time Off
  • Payroll Time Sheets
  • HR Transactions
  • New Hires and Onboarding
  • Changes and Transfers
  • Position Management
  • Reporting, Compliance and Auditing

Employee Central – Time Off

Time Off option can be used to apply for time off such as vacation, paid time off (PTO), sick leave, leave of absence or you can also apply for other type of absence.

Using time off, you can enter a request and you can see who else is absent during that period when you are requesting time off.

In Time Off, you can check your time account balance - how much time off you have earned, taken, and planned time off.

You can also view all your requests and cancel or edit requests for time off.

SAP EC – Raising a Time Off Request

Go to MyInfo tile and click Request Time Off.

MyInfo Tile

You can also go to Home > Employee Files and select Time Off under Public Profile.

Employee Profile

A new page will open as shown in the screenshot given below −

Request Time Off

The Time Off calendar looks like this −

Time Off Calendar

At the bottom of the screen, a box - My Requests is present. It shows the time off requests you have submitted and their status. One of the following status may be present.

  • Pending − This shows that request has been submitted and approval is required and the person responsible for approving it has not yet made a decision.

  • Approved − This represents that request has been submitted and the person responsible for approving has approved the request.

  • Cancellation Pending − This shows that cancellation workflow is active and you cancel an absence request. Your manager must approve the cancellation. This represents that you have cancelled the request and approval is pending from manager side.

Click View Team absence calendar to see who all are on leave during that time period.

Team Absence Calendar

Employee Central – Payroll Time Sheet

Payroll time sheet can be used to record the attendance, overtime and negative time booking in weekly time sheet. In Employee central, you can assign attendance time, overtime and other exceptions to time types and cost centers.

Payroll timesheet has to be submitted for approval and you can also enter your standby allowance and other allowances.

When timesheet is approved, time sheet is processed for payroll section. Incase approval is declined you can make changes and resubmit it again.

Time Recording Variants

Time sheet can be recorded in two ways −

  • Duration based recording − You record the length of time you work each day, in hours and minutes. Start and end times of the recorded time are not recorded.

  • Clock Time based recording − You record start and end time of your working time each day.

Timesheet Recording Methods

Various timesheet recording methods are present, which you can use to record time −

  • Positive Time Recording − In this type of time-recording method, an employee records all the times they actually work in addition to overtime, absence and other allowances.

  • Negative Time recording − This is used to record exceptions from planned working time. You can also record on-call time, allowances, and overtime using this method. As a negative time recorder, you can record certain other types of attendance like training time, travel or self-learning, etc.

  • Overtime only recording − In this time-recording method, an employee record only the time they work that is in addition to their planned working time, plus on-call time and allowances.

Employee Central − Configure Employee Files

For the Time Sheet tab to appear in the Employee File, you need to switch it on.

You can Configure Employee Files Tab in Admin Center.

Step 1 − Go to Admin Center > Employee Files.

Employee Files Tab

Step 2 − Select Configure Employee files.

Configure Employee Files

Step 3 − Select Time sheet

Time Sheet

Employee Central − HR Transactions

There are various HR functions that can be performed under HR transactions in Employee Central.

  • Organization Chart − Org chart can be used to browse the organization and understand department structure and reporting relationships. You can search for various people in your organization and know more about them, their interest, department details, skills, etc.

  • Employee Self Service − Employees can update information and run actions such as advances and deductions. Employees can update personal data, bank account details, change benefit elections, and other employee service transactions like nominees, dependent details, etc.

  • Manager Self Service − This allows managers to access employee information that they have rights like personal information, training history, performance history, education details, leave details, external trainings attended, etc.

Employee Central − Changes and Transfers

With SAP Employee Central, you can perform the following activities −

  • Track Employee Status − You can check the status of employees. The following are possible status for an employee in SAP SuccessFactors Employee central −

    • Active

    • Leave

    • Terminated

  • Employee Transfer Information − This is used to check transformer information related to an employee. In Employee Central you can maintain the following information about employee transfer −

    • Transfer Reason

    • Transfer Date

    • Transfer to and from department

  • Absence Details − Employee Central also contain HR transactions related to employee leave of absence. Following information can be maintained under this −

    • Leave Type

    • Leave Details

    • Leave to and From

    • Leave Approver

  • Promotions and Demotions − In Employee Central, details regarding promotions & demotions, grade change, title change, transfer, responsibility change, cost center change, and step progression can be maintained.

  • Termination Details − Employee Central also contains HR transactions related to employee termination. Following information can be maintained under this −

    • Termination Dates

    • Termination Reason

    • Reason

    • Rehire eligibility, etc.

Employee Central: Integration and Extensibility

You can perform various activities related to integration and extensibility for SAP SuccessFactors integration to HCM and ERPFIN. Key activities include −

SAP ERP Integration

SAP develops, supports, and maintains prebuilt, configurable end-to-end integration processes for SAP ERP HCM and SAP ERP FIN. These integrations comprise add-ons for SAP ERP and middleware content for Dell Boomi.

Prepackaged Templates

Template connectors for third party benefits, time, payroll, finance, and travel applications encapsulates HR-XML standards and best practice knowledge of integration patterns in each of these categories. It helps expedite implementation and saves time and money for customers. Prepackaged template integrations are maintained by the customer.


Use APIs to build custom integrations on SAP HANA Cloud Integration technology and custom extensions on SAP HANA Cloud Platform. Custom integrations and extensions are maintained by the customer.

SAP SuccessFactors - Recruiting

In a company, talent acquisition is one of the most important process of HR to a business and hiring right people in the organization has a considerable impact on business performance. SAP SuccessFactors-Recruiting helps you source, engage, and hire the world’s best talent.


SAP SuccessFactors recruiting helps organization to source, engage and hire top talent and manage right people in an organization. You can attract and engage top talent, select and hire the best candidates as per company requirement, and measure the business results. You can emphasize primarily on hiring process and selecting the best candidates.

The benefits of SAP SF – Recruiting are as follows −

  • It ensures that you get the right candidate with right skills at correct time.

  • You can evaluate the candidate speed-up the hiring process and keep it fast and fair.

  • You can fasten new hire onboarding and allows you to access resources in employee social network.

  • You can increase return on the recruiting spend and demonstrate how your recruiting strategy is driving business results.

Recruiting – Rating Scales

A rating scale in SuccessFactors recruiting is used in Requisition Template and is used to rate competencies on the interview assessment. The benefits of using rating scales is that you can put more than one correct answer.

To create or edit an existing rating scale, go to Admin center > Company Settings > Rating Scale.

Step 1 − Click the Create New Rating Scale button.

Create New Rating Scale

Step 2 − To define or modify a rating scale, open the rating scale. If you are creating a new scale, the creation process takes you to the edit functionality.

Select a rating scale by clicking one of the prebuilt rating scale options, or build your own. When creating a new rating scale, the system defaults to the 1-5 scale. Click Save.

Prebuilt Rating Scale

Step 3 − To delete a rating score, click the Delete button.

Deleting Rating Score

Step 4 − To modify the scale, enter the score, label, and description, and then click Add New Score.

Click Add New Score

Step 5 − Enter the details as given below. Click Save.

New Score Save

Step 6 − You can also add Rating scale in different languages by selecting a language from the drop down list.

Selecting a Language

Step 7 − To view the Rating Scale, click the Rating Scale icon next to admin center. You can see that a Rating Scale has been created. To edit an existing scale, click Rating scale and a new window will open.

You can also check created on, updated on and Updated by details and description.

View Rating Scale

Recruiting email Templates

You can use recruiting email templates to create automatic status triggered responses and emails from a recruiter. Recruiting e-mail templates support the use of CC and BCC functionality. This allows a set of users, operators, or e-mail addresses to be specified on an e-mail template.

Step 1 − Go to Admin Tools > Recruiting > Manage Recruiting Email Templates.

Manage Recruiting Email Templates

Step 2 − Click Create New Template and enter the template name.

Enter Template Name

Step 3 − Set the template to Enabled. Create a Subject for the e-mail. Write the e-mail body, using tokens where appropriate.

Write E-mail Body

Step 4 − To offer an email template in multiple languages, you can use the option Change Language from the drop-down menu and complete all the fields for the translation.

Change Language

Step 5 − To save changes, scroll down and click Save Changes.

Save Changes

You will see the following page −

Email Template

To see the template, go to Admin Center > Manage Recruiting Email Templates.

Email Templates

You can see Status, Translated language, last modified and action field. To edit a template, click Edit field under action.

Cc/Bcc Settings

You can enable or disable to add Cc and Bcc users across all templates. When you enable Cc and Bcc option, you can add roles or specific users to the default Cc or Bcc line by editing the template.

You have the following three options as shown in the image given below −

CCBCC Settings

When you select enable or disable by template, click Save changes to apply.

When you create a new template, it will enable CC option in new template. You can add recipient email ID.

Enable CC option

To see Template summary, go to Email Template summary.

Email Template Summary

Show Token

You can use tokens in the body of an e-mail template. View the available tokens by clicking Show Tokens. To use token, copy and paste the token you need in the appropriate place in the e-mail body.

Example − To thank a candidate for applying, you may use − Open an email template > Show Token.

Candidate for Applying

You will see a list of tokens −

List of Tokens


Dear [[CANDIDATE_FIRST_NAME]], we have received your application for [[JOB_REQ_ID]], [[JOB_REQ_TITLE]] and are excited to review your qualifications against this position!

Recruiting Management Settings

You can set various recruitment settings, which are internal facing and external facing information about the company.

Step 1 − Go to Admin Center > Recruiting > Manage Recruiting Settings

Company Recruiting Settings

Step 2 − You can set up Company Contact Information, return email address notification, applicant profile settings, interview center, offer approval, etc.

Company Contact Information

Step 3 − The Return Email Address Information section enables you to override the default company-email address. You can lock it down so only this email address will be displayed in the correspondence back to candidates. You can make it editable so recruiters can change it to their own email address.

Return Email Address Information

Step 4 − Recruiting Admin status can trigger an email to be sent to each candidate announcing this disqualification. To enable this option, select Delay Emails and enter a number (for hours). This prevents the candidates from learning exactly when they were disqualified.

The recommended setting is to delay over 20 hours and to stagger this to an odd number of hours - 21, 27, or 39 instead of using even number as it does not appear an automated message to candidates.

Recruiting Admin Status

Step 5 − The Candidate Profile Settings section enables candidates to enter multiple lines of data such as previous work experience or educational history on their candidate profile. A candidate’s most recent work history is highlighted in the candidate profile.

Candidate Profile Settings

Step 6 − With applicant Profile Settings, you can skip status in an application audit trail. SuccessFactors audit tracks every move that a candidate makes through the hiring process. If you want to leave a step, you can skip the process and it will appear as blank.

Applicant Profile Settings

Step 7 − You can use Candidate Search Settings section as a system performance configuration. You can set a threshold based on your system’s size and performance (30, 60, or 90 days) for candidate search. If a recruiter admin, tries to enter 120 days of data it will return only 90 days of data.

Candidate Search Settings

Step 8 − In the job-requisition section, various configurations and administration settings related to recruitment management process −

Job-requisition Jection

Step 9 − You have an instructions section at the end, which contains a text editor using which an admin can place a text on the top of job requirement.


Apart from these, various other settings are available under Recruitment management that an administrator can configure to manage recruitment management effectively.