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Introduction to Success Factors Products

Instance, Provisioning Systems Explanation

Technical Architecture

Integration Technology/Tools

Bizxpert Methodology-Implementation Methodology

Basic company settings in provisioning system

Creating administrators in Provisioning System

Creating administrators in Instance

Instance basic settings-password, home page, welcome menu, comp info.

Administrator tools

Managing To Do list

Manage V12 Home page-Successfactors home page customization

Theme manager-customization organization themes

Admin tools 2.0 and the old admin over view

Successfactors revolution UI

Commonly used terms

Default user permissions

Admin privileges

Proxy Management

Setting up company records

Manage data user records

Employee data file


Password policies

Email notification customization

Text customization in instance

People search

Rating scales

Route maps (workflow)

Launching forms

Modifying existing form route map steps by administrator

Job families & Roles


Employee profile

Customizing employee profile (Layout configuration)

XML and data models

Custom fields creation in the data models

Interfaces between SAP & success factors (Data extraction)

Pick list management

Jobs scheduling & Execution of jobs in Successfactors

Success factors language packs

Resetting user accounts or passwords

User groups creation

Analytics and Reporting

Introduction to Reporting

Activation of work force analytics module in provisioning system

Introduction to dash boards

Set up process dashboards


Configuring dashboard & display them on home page

Create interactive dashboards

Report Centre

Manage report permissions

List view report

Spotlight view reports

Spread sheet reports

Classic reports

Adhoc report Builder

Custom reports creation

Sharing reports

Single domain reports

Cross domain reports

Multi dataset reports

Online report designer

Success Factors Bizx Mobile

Integrating SAP Success factors with mobile device

Employee central on biz mobile

Time off on Bizx mobile

Manage mobile users

Enable mobile features

Goals & Performance Management

Goal Management

Provisioning settings for goal &performance mgnt modules

Goal Execution

Overview of job families and job roles

Form templates

Goal plan layout

Group goals over view

Understanding Goal ID, GUID , and subGUID

Goal wizard option

MyGoals view

Importing & Exporting goal plan template

Stack ranker configuration

Mass import of Goals

Integrating goal and performance templates (Xml templates)

Performance management v12

Performance management configuration steps:

Configuration the route map
Creating a rating scale
Managing templates
Adding a new template from success factors
Creating new template from Xml file
Performance Management template configuration
Launching PM forms
Compensation Mastery

Compensation Management introduction

Compensation mastery Prework

14 step recommended implementation process for comp mastery

Setup provisioning for compensation

Compensation mastery salary sheet management

Work sheet designer

Column designer

Setup look UP tables

Setup salary pay Matrix

Current conversion setup

Setup job code and pay grade mapping tables

Compensation eligibility

Compensation guidelines

Job selector

Assigning route maps to compensation template

Multi-dimensional matrix for guidelines

Compensation program budget

Budget rules

Cascading budgets

Setup salary proration

Creative compensation user data import and export of user data

Executive review

Multi-currency review

Bonus sheet

Bonus guidelines

Bonus rules

Stock option

Rating sources

Compensation reporting (rollup reports, aggregate Exports etc..)

Create/Delete and update Compensation work sheets

Compensation statement templates

Compensation statement

Recall Compensation statement

Admin maintenance

Setting Email notification

Employee dynamic grouping

Compensation Reports (roll up Reports, Aggregate reports etc..)

EC integration

Compensation group Mgmt

Final exercise/case study

Employee Central, Time &Payroll

Introduction to EC

Basic provisioning setup

Recommended 14-step Implementation sequence for EC implementation

EC Navigation

Setup super administrator account and managing authorization

Data models and DTDs

Employee central structure

Data model management

Setting up corporate data model

Setting up succession data model

Setting up country specific data model

Setting up country specific succession data model

Enable business configuration UI (BCUI) in provisioning

Business configuration UI to maintain succession data model

Enable employee central and RBP

Configuring name format

Update employee details

ESS/MSS functionality

Understanding security

Managing security with role based permission

EC as a system of record

EC customizing and populating basic foundation data

Customizing country specific files in foundation tables

Creating and modifying associations

Propagations (creating propagation rules)

Importing users data into employee central system

Customization &creation of company, department, division, business unit, location etc…

Event Reasons/Event reason derivation rules

Workflow derivation rules

Mass changes

Customizing employee files

Position management

Employee central workflow configuration and approval process

Employee central reporting

Online reporting designer

EC payroll integration

MDF-meta data frame work

MDF objects creation

Employee central time off

Time types, time profiles, works schedule,holiday calendar creation

Time account management

Accruals, accrual rules, prorating accrual, period end processing

Time integration with payroll

Leave of absence

Global employment

Importing initial balances& leave request

Generic objects and configuration of generic objects

Customer specific foundation objects

Business rules setup

Activating payroll integration

Setting payroll configuration

Defining Payscale groups. Payscale levels, payscale mass changes

Payment information

Data replicator monitor

Payroll control Center

Maintaining users in employee central payroll

Defining payroll basic pay

Defining setting in work schedules, absence and employee remuneration information

Search of inactive employee/users

Rehire inactive employee

Case study /Exercise

Instance Synchronization Tool (Migration Tool)

Activating instance synchronization tool in provisioning system

Different object supporting by instance sync tool

Company permission

Two way synchronization configuration

Multiple targets configuration

Instance sync tool monitor.

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