People Profile Generic Setup: Getting Started

Flipbook | SAP Best Practices for SAP SuccessFactors Succession Development

PUBLIC SAP Best Practices for SAP SuccessFactors Succession Development Document Version: 1H 2024 – 2024-07-16 People Pro昀椀le Generic Setup: Getting Started ed. v er s e s r . All right y an omp c e a昀케liat AP AP SE or an S 4 S 2 THE BEST RUN 0 2 ©

Content 1 People Pro昀椀le Generic Setup...................................................3 2 Change History.............................................................4 3 Solution Overview...........................................................5 4 Preparing Implementation.....................................................6 4.1 SAP SuccessFactors Provisioning Settings...........................................6 4.2 Creating a User for Activation of SAP Best Practices Content..............................7 4.3 Provide Role-Based Permission Access for Activation....................................8 4.4 Manage Upgrade Center Admin Permission..........................................9 Create Upgrade Center Admin Group............................................9 Setup Upgrade Center Admin Role..............................................9 4.5 Download Data Models........................................................10 4.6 Enable Intelligent Services......................................................11 5 Implementation............................................................12 5.1 Running Activation...........................................................12 5.2 Tracking Process.............................................................12 6 Post-Processing............................................................14 6.1 Setup Super Admin...........................................................14 Create Super Admin User....................................................14 Provide Role-Based Permission Access for Super Admin..............................15 Assign Super Admin User into Permission Group....................................16 6.2 Review People Pro昀椀le..........................................................17 Check People Pro昀椀le........................................................17 Check Permissions for People Pro昀椀le............................................18 6.3 Con昀椀gure Name Format for General Display (Optional)..................................18 7 Role Based Permissions......................................................19 7.1 Permission Roles.............................................................19 8 More Information...........................................................22 9 Ticket Component..........................................................23 People Pro昀椀le Generic Setup: Getting Started Content 2 PUBLIC

1 People Pro昀椀le Generic Setup This con昀椀guration guide describes all the activities that you must carry out before activating the Best Practices People Pro昀椀le Generic Setup via the Upgrade Center.  Note If you're interested in adapting/enhancing this solution package, see the following product documentation guide in the SAP Help Portal: Implementing People Pro昀椀le.  Note As New Experience for the SAP SuccessFactors Home Page will be pushed to all instance after 1H2022 release, so all description about home page of this solution relies on the new UI experience. Check SuccessFactors community Migration to Reimagined Home Page Within 1H 2022 Release - Innovation Alert for details. Further Info This document is for the following target groups who already have a sound knowledge of the SAP Best Practices solution implementation, including tools and documentation: • Business consultants: Evaluate business content / processes including troubleshooting, FAQ, and further information for extended usage of the package • Implementation consultants (application consultants): Implementation of business content and processes People Pro昀椀le Generic Setup: Getting Started People Pro昀椀le Generic Setup PUBLIC 3

2 Change History Learn about changes to the documentation for Con昀椀guration Guide - Getting Started with Implementing the SAP Best Practices for SAP SuccessFactors People Pro昀椀le in recent releases. 1H 2024 Type of Change Description More Info None We did not update this document. 2H 2023 Type of Change Description More Info Added Added a new topic on Ticket Compo- Ticket Component [page 23] nent. 1H 2023 Type of Change Description More Info None We did not update this document. People Pro昀椀le Generic Setup: Getting Started Change History 4 PUBLIC

3 Solution Overview The SAP Best Practices People Pro昀椀le is the foundation of this Talent solution and: • Is based on SAP SuccessFactors People Pro昀椀le. • Provides an accelerated deployment of the required con昀椀guration settings. • Provides precon昀椀gured content for: • Maintain employee pro昀椀le by manager • Maintain employee pro昀椀le by employee  Caution Don't run this activation in an instance that has already con昀椀gured a people pro昀椀le or an employee pro昀椀le. People Pro昀椀le Generic Setup: Getting Started Solution Overview PUBLIC 5

4 Preparing Implementation 4.1 SAP SuccessFactors Provisioning Settings In the SAP SuccessFactors instance, the following provisioning switches need to be checked in the Company Settings of your company: Edit Company Settings Company Settings . Enable language packs in instance, as default and at a minimum, the English US (en_US) language pack has to be enabled, for other languages, enable them based on customer requirements. Before enabling individual language packs, do not forget to enable the main feature Language Packs 昀椀rstly. Base Set Up Switch Action Language Packs: Do not use Tagalog or English SAP SLS! Enable They do not have any translations in place or are being used solely for internal testing purposes. Use nb_NO for Norwe- gian and sv_SE for Swedish. After the release of b1408, there should be no IDs with _SF (third column). See SuccessFac- tors internal wiki for the latest information on languages. en_US Enable Other languages options, such as de_DE, fr_CA Enabled based on customer requirement For the detailed list of languages, check Localization Scope via SAP Help Portal. Enable the following feature for getting the permission to access the SAP Best Practices Upgrade Center: Base Set Up Switch Action Enable SAP Best Practices Upgrades in Upgrade Center [Demoable, Not Ready for Production] Enable Live Pro昀椀le Enable For the People Pro昀椀le, enable the following features that are part of the Upgrade Center automation: Switch Status Pro昀椀le V12 Enabled Enable Public Pro昀椀le Employee Scorecard Dashboard Enabled Enable Upgrade Center Permission Enabled Ultra Organization Chart [requires Version 10 UI or Version 11 UI framework (ULTRA)] Enabled People Pro昀椀le Generic Setup: Getting Started Preparing Implementation 6 PUBLIC

Switch Status Enable Proxy Feature Enabled Show ToDo Portlet Enabled User Directory Enabled Version 10 UI Enabled Plus UI Enabled Document Attachment: • Attachment Storage Allocation - 1000G • Attachment user limit - No Limit • Attachment max 昀椀le size - 10M Attachment Limit Noti昀椀cation Monitor Period - 7d  Caution A role-based permission of this item is required for customers who are already running any talent application, and are still using a legacy permission. Consider that this permission will disable Administrative Domains and new permission groups and roles must be created.  Note For the default enabled platform part, check section More Information [page 22]. 4.2 Creating a User for Activation of SAP Best Practices Content Use In this activity, you create a user to run and check the upgrades for the related SAP Best Practices scope, if not yet available in the system.  Note We recommend using the User ID UPCAdmin with a valid email address to activate the SAP Best Practices content. Thus, you avoid changing ownership during the activation. If you've already created the same purpose user UPCAdmin for the Upgrade Center automation, you can reuse this user, and add delta permission to permission roles as described in section Setup Upgrade Center Admin Role [page 9]. People Pro昀椀le Generic Setup: Getting Started Preparing Implementation PUBLIC 7

Procedure 1. Log on to SAP SuccessFactors Provisioning for your instance using the following link: Link https://.successfactors.com/provisioning_login 2. Choose the company by selecting the company name. 3. Access the activity using one of the following navigation options: Menu Path Edit Company Settings Company Settings 4. Search for Admin Username. 5. Enter the following 昀椀elds: Admin Password Enter password, this password needs to be changed with the 昀椀rst login to a password that’s suitable to your company policy Admin First Name Enter the 昀椀rst name for the admin user Admin Last Name Enter the last name for the admin user Admin Username Value = UPCAdmin Admin Email Enter the Admin’s email address  Caution Enter a valid email address. All logs and status updates regarding the implementation are sent via email to this email address. 6. Flag the box I con昀椀rm that customer has provided approval of Super Admin user account creation. 7. Enter a valid email address in the Notify Customer by email when the Super Admin user is created. Input email address in the Customer Email Address box. 8. Choose Create Admin to create the admin user. 9. Choose Save. Enter your Company ID and Choose Con昀椀rm. The user has been generated. 4.3 Provide Role-Based Permission Access for Activation Use This section describes the set-up steps necessary to allow the previous created user to manage the role-based permission access. People Pro昀椀le Generic Setup: Getting Started Preparing Implementation 8 PUBLIC

Procedure 1. Log on to your SAP SuccessFactors instance and go to Admin Center from the Home tab. 2. Type Manage Role-Based Permission Access in the tool search box and select the feature/tool from the list. The Manage Role-Based Permission Access page opens. 3. Choose Add User. In the User Name 昀椀eld, enter the super admin user name you've created previously. Choose Search. 4. Select the username UPCAdmin in the Search Users portlet and choose Grant Permission. 5. Log out and log on again as admin user to refresh the assigned role-based permission. Your admin user now has authorization to maintain role-based permissions. 4.4 Manage Upgrade Center Admin Permission For implementing the SAP Best Practices People Pro昀椀le Generic Setup, some basic permissions are needed to run the activation and to check the result. Only for this purpose, create the SAP Best Practices Upgrade Center Admin role and group as described in the following sections.  Note The role and group are only needed for the implementation of the SAP Best Practices scope and can be deleted after the 昀椀nalization. 4.4.1 Create Upgrade Center Admin Group 1. Log on to your SAP SuccessFactors instance with user UPCAdmin and go to Admin Center from the Home tab. 2. Type Manage Permission Groups in the tool search box and select the feature/tool from the list. The Manage Permission Groups page opens. 3. Choose Create New. The Permission Group page opens. 4. On the De昀椀nitions tab, enter SAP BestPractices Upgrade Center Admin for the group name. 5. In the Choose Group Members: People Pool section, in Pick a category, choose Username. 6. In the window, Search Results select the upgrade center admin name UPCAdmin. 7. Choose Done. 4.4.2 Setup Upgrade Center Admin Role 1. Log on to your SAP SuccessFactors instance and go to Admin Center from the Home tab. 2. Type Manage Permission Roles in the tool search box and select the feature/tool from the list. The Permission Role List page opens. People Pro昀椀le Generic Setup: Getting Started Preparing Implementation PUBLIC 9

3. Choose Create New. The Permission Role Detail page opens. Enter SAP BestPractices Upgrade Center Admin for the role name and SAP BestPractices Upgrade Center Admin for the description. 4. In the Permission Settings section, choose Permission. The Permission Settings window opens. Grant the following user permissions: User Permissions Settings Selection General User Permission User Login X Live Pro昀椀le Access X Company Info Access X User Search X For the Administrator Permissions section, enable the following permissions: Administrator Permissions Settings Selection Manage System Properties Company System and Logo Settings X Manage Employee Files X Admin Center Permissions Manage Upgrade Center X Manage User Employee Import X  Note For customer who deploys SAP SuccessFactors Talent solution 昀椀rstly time and without employee central enabled, need to select permission Employee Import under Manage User, refer to SAP KBA 2187218 Control Employee Import via RBP - HCM Suite . 5. Choose Done. You now revert to thePermission Role Detail page. 6. Scroll down to Grant this role to... section and choose Add. On the Grant role to: page, choose Permission Group and maintain SAP BestPractices Upgrade Center Admin group. For the target population, choose Everyone. 7. Choose Done. 8. Choose Save Changes to update the role. 9. Log out and log on again as admin user to refresh the assigned role-based permissions. 4.5 Download Data Models  Caution Succession Data Model XML is enhanced as part of the content activation. People Pro昀椀le Generic Setup: Getting Started Preparing Implementation 10 PUBLIC

Existing data not related to people pro昀椀le aren't changed. For tracking purposes and a later comparison, create a backup of the current succession data models via provisioning: 1. Log on to SAP SuccessFactors Provisioning for your instance using the following link: Link https://.successfactors.com/provisioning_login 2. Choose the Company by selecting the Company Name. 3. In the Succession Management section export, the succession data models and make a backup copy of these 昀椀les. 4.6 Enable Intelligent Services Intelligent Services is enabled by default in new customer instances. Customers with instances older than Q1/2017 need to use upgrade Center to enable Intelligent Services following Enabling Intelligent Services and Retrieving SuccessStore Rules with Upgrade Center | SAP Help Portal. After the upgrade, perform the following steps: 1. Log on to your SAP SuccessFactors instance and go to Admin Center from the Home tab. 2. Go to the super admin permission role, choose Permission. Under Administrator Permissions Intelligent Services Tools enable as follows: Intelligent Services Tools Selection Intelligent Services Center (ISC) X 3. Choose Save Changes. People Pro昀椀le Generic Setup: Getting Started Preparing Implementation PUBLIC 11

5 Implementation The solution is implemented by following the content in the Upgrade Center according to the prede昀椀ned sequence. The Best Practices solution contains the common foundation, which provides the required succession data models, picklists. After the automated implementation, additional post-processing steps are required. Those steps are described in the Post-Processing section. Based on the provided con昀椀guration workbook and the RBP workbooks, the Best Practices precon昀椀guration can be adapted to the customer requirements. Download Test Scripts and Process Diagrams from SAP Help Portal. • Test Scripts provide a detailed process step description of the business scenario and • Process Diagrams contain a graphical overview of the process 昀氀ow. 5.1 Running Activation 1. Log on to your SAP SuccessFactors instance and go to Admin Center. 2. In Admin Center, type Upgrade Center in the tool search box and select the feature/tool from the list. 3. On the Welcome to the SuccessFactors Upgrade Center page, 昀椀lter by SAP Best Practices. In the Recommended Upgrades section, you 昀椀nd the Best Practices People Pro昀椀le Generic Setup. 4. Choose Learn More & Upgrade Now. 5. On the Best Practices People Pro昀椀le Generic Setup page, choose Upgrade Now. 6. In the dialog box, choose Yes for: Are you sure you want to upgrade to Best Practices People Pro昀椀le Generic Setup? You can undo this feature within 30 days after upgrade. 7. A dialog screen con昀椀rms the update and that the activation is executed in the background. 8. Track the status of the upgrade as described in the next section.  Caution • Don't run several activations in parallel. This ensures an error free running of each activation. • Wait for the completion of each activation. 5.2 Tracking Process The activation schedules several background jobs for executing each single con昀椀guration step. People Pro昀椀le Generic Setup: Getting Started Implementation 12 PUBLIC

After triggering the content activation, several emails will be sent out to the user UPCAdmin who triggered the activation in upgrade center: • One with the subject Upgrade Center Noti昀椀cation: Best Practices People Pro昀椀le Generic Setup Upgrade Status that provides you the 昀椀nal status of the upgrade. • One with a detailed log of the di昀昀erent con昀椀guration steps and their status.  Note Errors are shown as BPMsg in the detailed log, as for example, BPMsg: COMMON_DG_ERR_GROUP_EXIST() People Pro昀椀le Generic Setup: Getting Started Implementation PUBLIC 13

6 Post-Processing 6.1 Setup Super Admin  Note The Super admin role SFCC Super Admin and the SFCC Super Admin Group are created as part of the automation. The SFCC Super Admin role covers all required permissions for doing con昀椀guration and running the business processes. Follow the step Create Super Admin User [page 14] to create the super user who executes the Post- Processing. If a suitable super user already exists in the company, you can implement this super user and skip step Create Super Admin User. Then, jump directly to step Assign Super Admin User into Permission Group [page 16]. 6.1.1 Create Super Admin User Use This section describes how to create a super admin user if you don't have one. This user is used for the business process execution and the further con昀椀guration. Procedure 1. Log on to your SAP SuccessFactors instance and go to Admin Center using the following information: Link https://.successfactors.com/login Menu Path Home Admin Center 2. Create a new super admin user via the Import Employee Data functionality. To do so, take the following steps: • Type Employee Import in the tool search box and select the feature/tool from the list. • Choose Download a blank CSV template Basic Import and save the 昀椀le on a share. People Pro昀椀le Generic Setup: Getting Started Post-Processing 14 PUBLIC

• Fill the 昀椀le with the following information: Field Name Value STATUS active USERID USERNAME FIRSTNAME LASTNAME GENDER for example, M EMAIL MANAGER NO_MANAGER HR NO_HR DEPARTMENT N/A JOBCODE N/A DIVISION N/A LOCATION TIMEZONE for example, US/Eastern DEFAULT_LOCALE for example, en_US • Save the 昀椀le. • In the Manage Employees portlet, choose Update User Information and Import Employee Data. • Choose Basic Import. Browse for the 昀椀lled 昀椀le, keep 昀椀le encoding Unicode (UTF-8). • First, validate the import 昀椀le before importing it. 3. Type Reset User Passwords in the tool search box and select the feature/tool from the list. 4. On the Reseting User Passwords screen, search for the newly created user. Enter New Password and Con昀椀rm Password. Choose Reset User Password. 6.1.2 Provide Role-Based Permission Access for Super Admin Use This section describes the set-up steps that are necessary to allow the previously created super admin to manage the role-based permission access. People Pro昀椀le Generic Setup: Getting Started Post-Processing PUBLIC 15

Procedure 1. Log on to your SAP SuccessFactors instance with user UPCAdmin and go to Admin Center from the Home tab. 2. Type Manage Role-Based Permission Access in the tool search box and select the feature/tool from the list. The Manage Role-Based Permission Access page opens. 3. Choose Add User. In the Username 昀椀eld, enter the super admin user name you've previously created. Choose Search. 4. Select the Username in the Search Users portlet and choose Grant Permission. 5. Log out and log on again as super admin user to refresh the assigned role-based permission. Your super admin user now has authorization to maintain role-based permissions. 6.1.3 Assign Super Admin User into Permission Group Use This section describes how to assign the super admin user into the super admin group SFCC Super Admin Group which delivered in automation. Procedure 1. Log on to your SAP SuccessFactors instance and go to Admin Center using the following information: Link https://.successfactors.com/login Menu Path Home Admin Center 2. Type Manage Permission Groups in the tool search box and select the feature or tool from the list. The Manage Permission Groups page opens, then select group SFCC Super Admin Group. 3. In the Choose Group Members: People Pool section, in Pick a category, choose User name. 4. In the Search Results window, select the super admin user create in pre-step. 5. Select Done. People Pro昀椀le Generic Setup: Getting Started Post-Processing 16 PUBLIC

6.2 Review People Pro昀椀le All processes are described based on the new People Pro昀椀le. To review this new pro昀椀le and for changing the sequence, check the steps described in the following sections. 6.2.1 Check People Pro昀椀le 1. In Admin Center type Con昀椀gure People Pro昀椀le in the tool search box and select the feature/tool from the list. 2. Ensure that Show this section on the Pro昀椀le checkbox is selected for all the sections that must be shown on the pro昀椀le, like Personal Information or Pro昀椀le. 3. To change the sequence of the 昀椀elds, choose for example the Education block of the Education subsection for the pro昀椀le. 4. Save the changes if necessary.  Note In case they are missing, add the People Pro昀椀le relevant sections, subsections and blocks manually based on the following list: Our solution provides multi language’s translation, for details please refer to Con昀椀guration Workbook – Pro昀椀le. Section Subsection Block Career Work Experience External Internal Education Education Language Skills and Mobility Language Skills Geographic Mobility Career Goals and Development Career Goals Development Goals Awards and Learning Honors/Awards Courses/Workshops/Seminars Leadership and Functional Experience Leadership Experience Functional Experience People Pro昀椀le Generic Setup: Getting Started Post-Processing PUBLIC 17

Section Subsection Block Professional Memberships/Certi昀椀cations Certi昀椀cations/Licenses Professional Memberships 6.2.2 Check Permissions for People Pro昀椀le 1. Log on to your SAP SuccessFactors instance and go to Admin Center from the Home tab. 2. Type Manage Permission Roles in the tool search box and select the feature/tool from the list. The Permission Role List page opens. 3. On the Permission Role Detail page, choose the existing super admin role. 4. In the Permission Settings section, choose Permission. The Permission Setting window opens. 5. Check that the Live Pro昀椀le Access permission is checked in the General User Permissions. 6. For the following, enable the permissions for Employee Views: Employee View Section View Career 7. Choose Done. 6.3 Con昀椀gure Name Format for General Display (Optional) You can con昀椀gure employee names that can be displayed consistently across SAP SuccessFactors HXM Suite. Employees' chosen names are displayed in all interactions where a legal name isn’t required, while administrators and HRBPs can also access a person’s legal name whenever needed. For details check the documentation on Help Portal in Enabling the Adoption of General Display Name. People Pro昀椀le Generic Setup: Getting Started Post-Processing 18 PUBLIC

7 Role Based Permissions 7.1 Permission Roles Each upgrade provides separate roles. If a role with same name already exists in the instance, the permissions delivered in this upgrade are merged into that role. If no role with same name exists in the instance, a new role with appropriate permissions is created. For more information regarding the Implementation design principles for role based permission, check https:// launchpad.support.sap.com/#/notes/2911393 . Check the assignments and add if missing. Exclude Granted User from having Building Block Permission Groups the permission ac- Role Con昀椀g. Guide Permission or Users Target Population cess to him/herself SFCC Man- Delivered via Up- Position Manage- Grant role to: Man- Target population to Exclude granted ager on Direct grade Center ment related per- agers, All Manager whom the granted users from having Reports missions for man- users have permis- the permission ac- agers to view/edit sion to access: cess to themselves: information for di- Granted User's Di- Selected rect reports only rect Reports Target population for Exclude access to Position: Granted User's Posi- tion: Not Selected Restrict target popu- lation to: Include ac- cess to Position in the hierarchy below the Granted User's Position -> Higher- Level Position = 1 level(s) down People Pro昀椀le Generic Setup: Getting Started Role Based Permissions PUBLIC 19

Exclude Granted User from having Building Block Permission Groups the permission ac- Role Con昀椀g. Guide Permission or Users Target Population cess to him/herself SFCC Man- Delivered via Up- De昀椀nes managers’ Grant role to: Man- Target population to Exclude granted ager on Team grade Center authorizations to agers, All Manager whom the granted users from having create positions users have permis- the permission ac- within their area sion to access: cess to themselves: Granted User's Di- Selected rect Reports Include access to the Reports of the Granted User's Di- rect Reports: All level(s) down Target population for Exclude access to Position: Granted User's Posi- tion: Not Selected Restrict target popu- lation to: Include ac- cess to Position in the hierarchy below the Granted User's Position -> Higher- Level Position = All level(s) down SFCC HR Ad- Delivered via Up- De昀椀nes HR admin- Grant role to: Per- Everyone ministrator grade Center istrator’s authori- mission Group SFCC zations to create, HR Administrator update, and deac- (Pos Mgmt) tivate positions SFCC HRBP Delivered via Up- De昀椀nes the HR Grant role to: HR Granted User's HR grade Center Business Partner Managers, All HR Reports authorization to Managers view employees’ position data SFCC Organi- Delivered via Up- De昀椀nes organiza- Grant role to: Per- Everyone zation Design grade Center tion design ex- mission Group SFCC Expert perts’ authoriza- Organization Design tions to create Expert positions and per- form bulk changes to these People Pro昀椀le Generic Setup: Getting Started Role Based Permissions 20 PUBLIC

Exclude Granted User from having Building Block Permission Groups the permission ac- Role Con昀椀g. Guide Permission or Users Target Population cess to him/herself SFCC Super Delivered via Up- All Position Man- Grant role to: Per- Everyone Admin grade Center agement related mission Group SFCC permissions Super Admin Group SAP Best- Creation descri- All system permis- Practices Up- bed in Con昀椀gura- sions for imple- grade Center tion Guide – Get- menting SAP Best Admin ting Started Practices content via Upgrade Cen- ter The Delta permissions delivered via Upgrade Center are listed in the appropriate workbook.  Note This assignment is only a dummy assignment to create the permission groups. The group criteria’s must be reworked based on the requirement after the employees/users are available in the system.  Caution When adding later on manually a new permission to SFCC Manager on Direct Reports or SFCC Manager on Team, the restriction in the target population for position might be canceled during saving. In order to prevent this, while adding the new permission, un昀氀ag and then 昀氀ag again a checkbox in the Target population for Position and only then save. Thus, the restriction will be preserved. People Pro昀椀le Generic Setup: Getting Started Role Based Permissions PUBLIC 21

8 More Information For your reference only. Verify that the status shown in the table is maintained for these switches. Default switches related to platform: Switch Status Admin Con昀椀guration Tool Enabled Language Packs: (Please do not use Hebrew,…... ) Enabled English US (English US) Version 11 UI framework (ULTRA) Enabled Version 12 UI framework (Revolution) Enabled Role-based Permission (This disables Administrative Domains) Enabled Enable Advanced Find User Component Enabled Enable Action Search (requires Role-based Permission, Generic Objects, and Version 12 UI framework Enabled (Revolution)) Enable Solr People Search in global head (requires Action Search and Role-based Permission) Enabled Enable the Attachment Manager Enabled Enable Usage Analytics Enabled NextGen Admin Homepage (Admin v3.0) — requires “Version 12 UI framework (Revolution)”, “Enable Enabled Usage Analytics” and “Enable Action Search (requires Role-based Permission, Generic Objects, and Version 12 UI framework (Revolution))” People Pro昀椀le Generic Setup: Getting Started More Information 22 PUBLIC

9 Ticket Component In case any issue occurs, report an incident using component LOD-SF-SBP. People Pro昀椀le Generic Setup: Getting Started Ticket Component PUBLIC 23

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