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SAP SuccessFactors
HCM Core
English
Configuration Guide Getting Started with
Implementing the SAP
Best Practices for SAP
SuccessFactors
Performance and Goals
SAP SE
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
SAP Best Practices Configuration Guide – Getting Started for SAP Best Practices for SAP SuccessFactors Performance & Goals
Copyright
© 2019 SAP SE or an SAP affiliate company. All rights reserved.
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without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for
errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company
products and services are those that are set forth in the express warranty statements accompanying such
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In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business
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SAP Best Practices Configuration Guide – Getting Started for SAP Best Practices for SAP SuccessFactors Performance & Goals
Icons
Icon
Meaning
Caution
Example
Note
Recommendation
Syntax
Typographic Conventions
Type Style
Description
Example text
Words or characters that appear on the screen. These include field
names, screen titles, pushbuttons as well as menu names, paths and
options.
Cross-references to other documentation.
Example text
Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT
Names of elements in the system. These include report names,
program names, transaction codes, table names, and individual key
words of a programming language, when surrounded by body text, for
example, SELECT and INCLUDE.
Example text
Screen output. This includes file and directory names and their paths,
messages, source code, names of variables and parameters as well as
names of installation, upgrade and database tools.
EXAMPLE TEXT
Keys on the keyboard, for example, function keys (such as
ENTER key.
Example text
Exact user entry. These are words or characters that you enter in the
system exactly as they appear in the documentation.
<Example text>
Variable user entry. Pointed brackets indicate that you replace these
words and characters with appropriate entries.
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F2)
or the
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SAP Best Practices Configuration Guide – Getting Started for SAP Best Practices for SAP SuccessFactors Performance & Goals
Contents
1
2
2.1
2.2
2.3
2.4
2.5
2.5.1
2.5.2
2.6
2.7
3
3.1
3.2
3.3
4
5
5.1
5.1.1
5.1.2
5.1.3
5.1.4
5.2
5.3
5.4
5.5
5.6
5.6.1
5.6.2
5.6.3
6
6.1
7
8
8.1
8.2
8.3
9
© SAP SE
Solution Overview .............................................................................................. 6
Preparing Implementation................................................................................... 6
SAP SuccessFactors Provisioning Settings ........................................................ 6
Download Data Models ...................................................................................... 8
Creating a User for Activation of SAP Best Practices Content ............................. 8
Provide Role-Based Permission Access for activation ........................................ 9
Manage Upgrade Center Admin Permission ..................................................... 10
Create Upgrade Center Admin Group ............................................................... 10
Setup Upgrade Center Admin Role ................................................................... 10
Enable People Profile ....................................................................................... 10
Enable Report Center....................................................................................... 11
Implementation................................................................................................. 11
Running Activation ........................................................................................... 11
Tracking Process ............................................................................................. 11
Running Activation (Optional) ........................................................................... 12
Error Handling .................................................................................................. 12
Post-Processing ............................................................................................... 12
Setup Super Admin .......................................................................................... 12
Create Super Admin User ................................................................................. 13
Provide Role-Based Permission Access for Super Admin.................................. 14
Assign Super Admin User into Permission Group.............................................. 14
Assignment Super Admin Group and Role ........................................................ 14
Enable Intelligent Services ............................................................................... 15
Enable Home Page V3 ..................................................................................... 15
Enable Fiori User Experience 2016 .................................................................. 16
Set Core Competencies for Performance Review ............................................. 17
Configure People Profile................................................................................... 17
Grant Permission to View Sections on the New Home Page ............................. 17
Check People Profile ........................................................................................ 17
Check Permissions for People Profile ............................................................... 18
Permission Roles and Groups .......................................................................... 18
Assignment Permission Group and Role........................................................... 19
Assignment Dashboard to Roles....................................................................... 20
Known Issues and Workaround ........................................................................ 21
Errors in Business Configuration....................................................................... 21
Org Chart Error - Could not retrieve data for this user ....................................... 21
Error in Manage Permission Roles ................................................................... 21
Appendix .......................................................................................................... 21
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Configuration Guide -Getting Started with
Implementing the SAP Best Practices for SAP
SuccessFactors Performance and Goals
Purpose
This configuration guide describes all activities you need to carry out before you activate “Best
Practices Performance and Goals Management” via upgrade center.
Further Info
This document is for the following target groups who already have a sound knowledge of the SAP
Best Practices 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
All configuration steps refer to the Admin Center tools and assume that configuration is
carried out using the One Admin opt-in feature. You can change the opt-in feature to Next Gen
Admin. However, if you do so, keep in mind that the configuration paths given will no longer be
valid. You can refer to the Admin Center Administration Guide for more details on the available
opt-in features.
Download configuration workbook and RBP workbook from SAP Best
Explorer(https://rapid.sap.com/bp/RDS_SF_PA) to understand detailed configuration values and
RBP settings.
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1 Solution Overview
SAP Best Practices for SAP SuccessFactors Performance & Goals:
• Is a pure cloud solution and based on SAP SuccessFactors Performance and Goal
Management solution
• Provides an accelerated deployment of the required configuration settings
• Covers End-to-End goal management, performance management, 360 degree review,
continuous performance management processes for SAP SuccessFactors customers,
e.g.,
ü Goal Management settings
ü Performance Management settings
ü 360 Degree Review settings
ü Continuous Performance Management settings
ü Calibration settings
ü Role Based Permissions
Don’t run the activation in an instance which already configured SAP SuccessFactors
Performance & Goals Management.
2 Preparing Implementation
2.1 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:
Base Set Up Switch
Action
Language Packs: Please do not use Tagalog or English SAP SLS!! They do not
have any translations in place or are being used solely for internal testing
purposes. Use nb_NO for Norwegian and sv_SE for Swedish. After the release of
b1408, there should be no IDs with _SF (third column). See SuccessFactors
internal wiki for the latest information on languages.
Enable
As default and at a minimum, the English US (English US) language pack is enabled. For the
following languages, the best practices provide translations for below languages. Please follow
customer license scope to enable the language pack.
ID
Language
de_DE
Deutsch (German)
en_GB
English UK (English UK)
en_US
English US (English US)
es_MX
Español (Mexico)
es_ES
Español (Spanish)
fr_FR
Francais (French)
fr_CA
Francais canadien (Canadian French)
it_IT
Italiano (Italian)
pt_BR
Português do Brasil (Brazilian Portuguese)
zh_CN
简体中文(Simplified Chinese)
Enable below feature for permission of access SAP Best Practices Upgrade Center
Base Set Up Switch
Enable SAP Best Practices Upgrades in Upgrade Center [Demoable, Not Ready
for Production]
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Action
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For performance & goals solution, need enable main features in provisioning manually. If the
instance is an auto provisioning one, assume the feature is already enabled.
Base Set Up Switch
Performance Appraisal Smart Form
Action
Live Profile
Enable
360 Multi-Rater
Enable
Enable Calibration
Enable
Objective Management Suite
Enable
Total Objective Management
Enable
Enable the Attachment Manager
Enable
Enable Generic Objects
Enable
Enable Continuous Performance Management
Enable
Enable
Below features are as part of upgrade center automation, after activation, they will be enabled
automatically in your instance.
Switch
Status
Legal Scan
Enable
Spell Check
Enable
TGM Version 10 UI
Enable
My Goals Tab
Enable
Enable Goal Management V12
Enable
Enable Goal Management Access Permission
Enable
Enable Initiatives
Enable
PM v12 Acceleration –requires “Performance Appraisal Smart Form”
Enable
Enable Performance Management Access Permission
Enable
Rich Text editor for PM and 360
Enable
Enable Team Overview Access Permission
Enable
Enable Calibration Executive Review
Enable
Enable Fiori Restyling for Calibration
Enable
Graphical Report (360)
Enable
Stack Ranker for 360
Enable
Plus UI
Enable
Version 10 UI
Enable
List Views (Dashboard Drilling)
Enable
Spotlight Views
Enable
Spreadsheet Reports
Enable
Classic Reporting
Enable
Ad Hoc Report Builder
Enable
Generate Excel 2010 Output for Adhoc Reports
Enable
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Switch
Enable Performance Enhancement for generating Excel 2010 Output for Adhoc
Reports (Note that styles and graphs are not supported in this mode)
Status
Enable Field Level Permission for data model elements (in all Sub domain
schemas)
Enable Cell Level Permission for data model elements (in all Sub domain
schemas)
Enable
Enable Ad Hoc Field Level Permission (Employee Profile Only)
Enable
Enable Ad Hoc Cell Level Permission (Employee Profile Only)
Enable
Use Role based permission model
Enable
Enable Use of External Users (V10 & V11 ONLY)
Enable
Enable
Enable
Please note: Role-based Permission is required and is enabled together with this section. For
customers who are already running other solutions which still using legacy permission, please consider
that this will disable Administrative Domains and new permission groups and roles need to be created.
Select Save Feature.
For the default enabled platform part, please check chapter “Appendix”.
2.2 Download Data Models
The XMLs of the data models: Succession Data Model XML is enhanced as part of the
content activation. For tracking purposes and a later comparison, create a backup of the current
data models via provisioning:
1. Log in to Provisioning for your instance using the following link:
Link
https://<server>.successfactors.com/provisioning_login
Choose the Company by selecting the Company Name.
2. In the Succession Management section export the corresponding data models and make a
backup copy of these files.
2.3 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.
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 already created the same purpose user “UPCAdmin” for upgrade center automation before,
can reuse and add delta permission to permission roles followed chapter “Setup Upgrade
Center Admin Role”.
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Procedure
1.
Log in to SAP SuccessFactors Provisioning for your instance using the following link:
Link
2.
3.
Choose the company by selecting the company name
Access the activity using one of the following navigation options:
Menu Path
4.
5.
https://<server>.successfactors.com/provisioning_login
Edit Company Settings → Company Settings
Search for Admin Username.
Enter the following fields:
Admin Username
Value = UPCAdmin
Admin Password
Enter password, this password needs to be changed with the first
login to a password that’s suitable to your company policy
Admin First Name
Enter the first name for the admin user
Admin Last Name
Enter the last name for the admin user
Admin Email
Enter the Admin’s email address
Enter a valid email address. All logs and status updates regarding the implementation will be
send via mail to this email address.
6.
7.
8.
9.
Flag the box I confirm that customer has provided approval of Super Admin user account
creation.
Enter a valid email address in the Notify customer by email when the Super Admin user is
created. Input email address box.
Select the Create Admin button to create the admin user.
Select Save. Enter your Company ID and select Confirm. The user has been generated.
2.4 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.
In the Admin Center if not yet done select Switch back to OneAdmin in the left
corner.
Procedure
1. Log on to your company’s instance and go to the Admin Center from the Home tab. In the
Manage Employees portlet, select Set User Permissions.
2. In the Set User Permissions section, select Manage Role-Based Permission Access. The
Manage Role-Based Permission Access page opens.
3. Choose Add User. In the User Name field, enter the super admin user name you have
created before and press Search.
4. Select the user name UPCAdmin in the Search Users portlet and choose Grant Permission.
5. Logout 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.
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2.5 Manage Upgrade Center Admin Permission
For implementing the SAP Best Practices Job Description Manager, some basic permissions are
needed to run the activation and to check the result. Only for this purpose create SAP Best
Practices Upgrade Center Admin role and group as described below.
This role and group are only needed for the implementation of the SAP Best Practices scope
and can be deleted after the finalization.
2.5.1 Create Upgrade Center Admin Group
1. Log on to your company’s instance and go to the admin center from the Home tab. In the
Manage Employees portlet, select Set User Permissions
2. In the Set User Permissions section, select Manage Permission Groups. The Manage
Permission Groups page opens.
3. Select Create New. The Permission Group page opens.
4. In the Definitions tab, enter SAP Best Practices Upgrade Center Admin for the group name.
5. In the Choose Group Members: People Pool section, in Pick a category, choose User name.
6. In the Search Results window select the upgrade center admin name “UPCAdmin”.
7. Select Done.
2.5.2 Setup Upgrade Center Admin Role
1. Log on to your company’s instance and go to Admin Center from the Home tab. In the
Manage Employees portlet, select Set User Permissions.
2. In the Set User Permissions section, select Manage Permission Roles. The Permission Role
List page opens.
3. Select Create New. The Permission Role Detail page opens. Enter SAP Best Practices
Upgrade Center Admin for the role name and Upgrade center admin role for the description.
4. In permission settings section, choose Permission… The Permission settings window opens.
Grant the following user permissions:
For the Administrator Permissions section, enable the following:
Administrator
Settings
Selection
Permissions
Read/Write Permission on Metadata
Manage Framework
X
Framework
Manage System Properties Company System and Logo Settings
Manage Employee Files
Manage Integration Tools
X
X
Allow Admin to Access OData API through X
Basic Authentication
Admin Center Permissions Manage Upgrade Center
X
5. Select Done. You will now revert to the Permission Role Detail page.
6. Scroll down to section 3. Grant this role to... and select Add. On the Grant role to: page select
Permission Group and upgrade center admin group. For the target population select
Everyone.
7. Select Done.
8. Choose Save Changes to update the role.
9. Logout and log on again as admin user to refresh the assigned role based permissions.
2.6 Enable People Profile
1. Logon to your company’s instance and go to Admin Center from the Home tab. Click on the
button Upgrade Center.
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2. Inside the Upgrade center, go to the section Recommended Upgrades and to People Profile
& click on Learn more & Upgrade.
3. You can see the feature details now. At the bottom, click the button Upgrade Now
4. On the next screen click Yes.
5. Go back to the Admin Center.
2.7 Enable Report Center
1. Logon to your company’s instance and go to Admin Center from the Home tab. Click on the
button Upgrade Center.
2. Inside the Upgrade center, go to the section Recommended Upgrades and to Report Center
and click on Learn more & Upgrade.
3. You can see the feature details now. At the bottom, click the button Upgrade Now.
4. On the next screen click Yes.
5. Go back to the Admin Center.
3 Implementation
The solution is implemented by following the content in the Upgrade Center according to the predefined sequence.
The Best Practices architecture contains the common foundation which provides the required
succession data models, picklists. After the automated implementation, additional post-processing
steps are required. Those are described in the chapter Post-Processing.
Based on the provided configuration workbook and RBP workbooks, the Best Practices preconfiguration can be adapted to the customer requirements.
3.1 Running Activation
1. Log on to your instance and go to the Admin Center.
2. In the Admin Center select Upgrade Center below Get the latest Updates to your
SuccessFactors.
3. On Welcome to the SuccessFactors Upgrade Center page Filter By SAP Best Practices. In
the section Recommended Upgrades you will find the Best Practices Performance and Goals
Management.
4. Select Learn More & Upgrade Now.
5. On Best Practices Performance and Goals Management page select Upgrade Now.
6. In the dialog box select Yes for: Are you sure you want to upgrade to BP Goals, Continuous
Performance, Performance Management, Calibration, 360? Note: You will not be able to
undo this feature once it is upgraded.
7. A dialog screen confirms the update and that the activation is executed in the background.
-
Don’t run several activations in parallel. This ensures an error free running of each
activation.
Wait for the completion of each activation.
3.2 Tracking Process
The activation will schedule several background jobs for executing each single configuration step.
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After triggering the activation of content several mails will be sent out to the user “UPCAdmin” who
triggered the activation in upgrade center:
- One with the subject Upgrade Center Notification: "BP Goals, Continuous Performance,
Performance Management, Calibration, 360" Upgrade Status which provides you the final
status of the upgrade.
- One with a detailed log of the different configuration steps and their status.
-
Errors are shown as BPMsg in the detailed log, e.g BPMsg:
COMMON_DG_ERR_GROUP_EXIST()
3.3 Running Activation (Optional)
If customer uses SAP SuccessFactors Career Development solution with SAP Best Practices,
means already activate “Best Practices Career and Development Planning” from upgrade center
and now wishes to set up the integration between continuous performance management and
development management, can continue to activate “BP Continuous Performance Management
and Career Development Planning Integ”.
1. Log on to your instance and go to the Admin Center.
2. In the Admin Center select Upgrade Center below Get the latest Updates to your
SuccessFactors.
3. On Welcome to the SuccessFactors Upgrade Center page Filter By SAP Best Practices. In
the section Recommended Upgrades you will find the BP Continuous Performance
Management and Career Development Planning Integ.
4. Select Learn More & Upgrade Now.
5. On BP Continuous Performance Management and Career Development Planning Integ page
select Upgrade Now.
6. In the dialog box select Yes for: Are you sure you want to upgrade to BP Continuous
Performance Management and Career Development Planning Integ? Note: You will not be
able to undo this feature once it is upgraded.
7. A dialog screen confirms the update and that the activation is executed in the background.
4 Error Handling
Known issues:
Error Message
Solution
BPMsg:
An error has occurred while executing the
action. Please contact SuccessFactors help
desk for further assistance.
Notifications for Continuous Performance
Management are not uploaded completed into
instance automatically. Disable Continuous
Performance Management feature in Provisioning
and enable it again and then check in Admin Center.
When the Notification part display in Continuous
Performance Management in Admin Center, activate
5 Post-Processing
5.1 Setup Super Admin
Super admin role “SFCC Super Admin (Performance & Goal)” and group “SFCC Super
Admin (Performance & Goal)” are created as part of the automation. Role “SFCC Super Admin
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(Performance & Goal)” covers all required permissions for doing configuration and running the
business processes.
Please follow step “Create Super Admin User” to create super user who will execute PostProcessing. If any suitable super user already exists in the company, please feel free to use and
skip step “Create Super Admin User” to “Assign Super Admin User into Permission Group”
directly.
5.1.1 Create Super Admin User
Use
This section describes how to create a super admin user if customer doesn’t have. This user will
be used for the business process execution and the further configuration.
Procedure
1. Log on to your SAP SuccessFactors instance with user “UPCAdmin” and go to the Admin
Center using the following information:
Link
https://<server>.successfactors.com/login
Menu Path
Home → Admin Center
2. In the Admin Center in the portlet Manage Employees, select Set User Permissions and
choose Manage Employee Import.
3. Search for the upgrade user “UPCAdmin” and select Manage Employee Import for All
Divisions, All Departments and All Locations.
4. Choose the Save Definition For Selected Users button.
5. Log off the instance and log on with user “UPCAdmin” again.
6. In the Admin Center in the portlet Manage Employees, select Update User Information and
create a new super admin user, via Import Employee Data functionality. To do so follow the
steps below:
a. In the portlet Manage Employees, select Update User Information and Import
Employee Data.
b. Choose Download a blank CSV template →Basic Import and save the file on a share.
c. Fill the file with the following information:
Field Name
Value
STATUS
active
USERID
<user id>
USERNAME
<user name>
FIRSTNAME
<first name>
LASTNAME
<last name>
GENDER
e.g. M
EMAIL
MANAGER
NO_MANAGER
HR
NO_HR
DEPARTMENT
N/A
JOBCODE
N/A
DIVISION
N/A
LOCATION
TIMEZONE
e.g. US/Eastern
DEFAULT_LOCALE
e.g. en_US
d. Save the file.
e. In the portlet Manage Employees, select Update User Information and Import
Employee Data.
f. Choose Basic Import, browse for the filled file, keep file encoding Unicode (UTF-8).
g. First, validate the import file before importing it.
7. Reset the password via portlet Manage Employees → Reset User Passwords.
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8. On the Resetting User Passwords screen, search for the newly created user. Enter New
Password and Confirm Password and choose Reset User Password.
5.1.2 Provide Role-Based Permission Access for Super Admin
Use
This section describes the set-up steps necessary to allow the previous created super admin to
manage the role-based permission access.
Procedure
1. Log on to your company’s instance with user “UPCAdmin” and go to the Admin Center from
the Home tab. In the Manage Employees portlet, select Set User Permissions.
2. In the Set User Permissions section, select Manage Role-Based Permission Access. The
Manage Role-Based Permission Access page opens.
3. Choose Add User. In the User Name field, enter super admin user name you have created
before and press Search.
4. Select the user name in the Search Users portlet and choose Grant Permission.
5. Logout 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.
5.1.3 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 (Performance & Goal)” which delivered in automation.
Procedure
1. Log on to your SAP SuccessFactors instance and go to the Admin Center using the following
information:
Link
https://<server>.successfactors.com/login
Menu Path
Home → Admin Center
2. In the Manage Employees portlet, select Set User Permissions
3. In the Set User Permissions section, select Manage Permission Groups. The Manage
Permission Groups page opens select group “SFCC Super Admin (Performance & Goal)”.
4. In the Choose Group Members: People Pool section, in Pick a category, choose User name.
5. In the Search Results window, select the super admin user create in pre-step.
6. Select Done.
5.1.4 Assignment Super Admin Group and Role
Use
This section describes how to assign the pre-delivered super admin group “SFCC Super Admin
(Performance & Goal)” to the super admin permission role “SFCC Super Admin (Performance &
Goal)” which delivered in automation.
Procedure
1. Log on to your SAP SuccessFactors instance and go to the Admin Center using the following
information:
Link
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Menu Path
Home → Admin Center
2. Go back to Admin Center. In the Manage Employees portlet, select Set User Permissions
and in the Set User Permissions section, select Manage Permission Roles. The Permission
Role List page opens. Select the role “SFCC Super Admin (Performance & Goal)”.
3. Scroll down to section 3. Grant this role to... and select Add. On the Grant role to: page select
Permission Group and “SFCC Super Admin (Performance & Goal)” group, for the target
population select Everyone.
4. Select Done.
5. Chose Save Changes.
5.2 Enable Intelligent Services
This section describes the steps necessary to enable the Intelligent Services.
This is an optional feature but enabling this is a pre-requisite for enabling Home
Page V3 described above in section Enable Home Page V3.
Provisioning Switches
Please do not use Provisioning switches for enabling this feature.
There are two Provisioning switches “Enable Intelligent Services” and “Enable Intelligent Services
Center ISC” related to Intelligent Services. However, they are not to be used directly, please
proceed as follows via the Upgrade center.
Procedure
1. Logon to your company’s instance and go to Admin Center from the Home tab. Click on the
button Upgrade Center.
2. Inside the Upgrade center, go to the section Recommended Upgrades and to Intelligent
Services and click on Learn more & Upgrade Now.
3. You can see the feature details now. At the bottom, click the button Upgrade Now.
4. On the next screen click Yes and logoff from the company’s instance.
After the upgrade, please perform the following steps.
1. Logon to your company’s instance and go to Admin Center from the Home tab.
2. Go to the super admin permission role, click the button Permission. Under Administrator
Permissions -> Intelligent Services Tools please enable as below:
Intelligent Services Tools Selection
Intelligent Services Center
(ISC)
X
It is not recommended to enable/disable this feature via Provisioning. You can Undo the
upgrade within 30 days after upgrade.
3. Select Save Changes.
5.3 Enable Home Page V3
This section describes the steps necessary to enable the Home Page V3 – the new home page
with Fiori-like tiles and a new Approval requests UI.
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As part of the Q3 2018 release, SAP SuccessFactors will automatically enable
the new home page for all customers who have not yet enabled it themselves. It will
replace the v12 home page. The v12 home page and its corresponding
administration tools will no longer be supported. For the latest announcements,
please refer to the Customer Community and to relevant documentation on the
SAP Help Portal.
Pre-requisite Provisioning Switch
Please ensure that the provisioning switch mentioned below is check on before proceeding
further. If you now switch it on, please save and logoff the instance.
Base Set Up Switch
Action
Enable Homepage v3 Configuration Migration during Upgrade via the Upgrade
Center (only applicable if "Enable Homepage v3 Upgrade via the Upgrade
Center" is enabled, and will cause old [Homepage v2] configuration to be
migrated to the new [Homepage v3] configuration when the Homepage v3
upgrade is initiated via the Upgrade Center)
Enable
Note: Do not enable the switch “Enable Homepage v3 — requires “Role-based
Permission (This will disable Administrative Domains)” via provisioning. This
should be enabled via upgrade center only. The steps are described below.
Follow the below steps.
Procedure
1. Logon to your company’s instance and go to Admin Center from the Home tab. Click on
the button Upgrade Center.
2. Inside the Upgrade center, go to the section Recommended Upgrades and to New
Homepage and click on Learn more & Upgrade.
3. You can see the feature details now. At the bottom, click the button Upgrade Now
4. On the next screen click Yes and logoff from the company’s instance.
It is not recommended to enable/Disable this feature via Provisioning. You can Undo the
upgrade within 30 days after upgrade.
5.4 Enable Fiori User Experience 2016
This section describes the steps necessary to enable the application to adopt SAP Fiori user
experience to many more screens – Updating the look-and-feel of screens are done without
affecting any of the functionality and system configuration.
This upgrade also enables you to automatically receive additional Fiori UX enhancements for
the remainder of 2016 (i.e. in the Q4 2016 release).
Procedure
1. Logon to your company’s instance and go to Admin Center from the Home tab. Click on the
button Upgrade Center.
2. Inside the Upgrade center, go to the section Recommended Upgrades and to Fiori User
Experience 2016 and click on Learn more & Upgrade Now.
3. You can see the feature details now. At the bottom, click the button Upgrade Now
4. On the next screen click Yes and logoff from the company’s instance.
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You only need to upgrade once a year to ensure your instance has the latest Fiori user
experience.
5.5 Set Core Competencies for Performance Review
This section describes the steps necessary to set core competencies in the company and they
are basic abilities required for an employee to perform their performance review within the
organization successfully.
Procedure
1. Log in to your instance and go to Admin Center using the following information:
Link
https://<server>.successfactors.com/login
2.
3.
4.
5.
6.
Menu Path
Home à Admin Center
In the Company Processes & Cycles portlet, choose Company Settings, then choose
Manage Job Profile Content.
Select Competency from Select Content Type… drop-down.
Choose appropriate competency by clicking the competency name.
On the Edit: Competency page, choose Yes radio button for Core.
Click Save Competency button.
5.6 Configure People Profile
All processes are described based on the new People Profile. To enable it and for changing the
sequence, reworking the MDF information for deductions and payment information, check the
following steps:
5.6.1 Grant Permission to View Sections on the New Home
Page
1. Go to the Admin Center from the Home tab.
2. In the Manage Employees portlet, select Set User Permissions. In the Set User Permissions
section, select Manage Permission Roles. The Permission Role List page opens.
3. Here you will see a new role called Homepage3 Tile View. Select this role and go to the
Grant this role to.. section. At the bottom of this section, select the checkbox for Everyone (All
Employees)
4. Save the changes.
5.6.2 Check People Profile
1. In the Admin Center in the Company Processes and Cycles portlet, select Employee File →
Configure People Profile.
2. Ensure that the Show this section on the profile checkbox is selected for all the sections that
should be shown on the profile, like History.
3. To change the sequence of fields, for example, for history, select the block History of
subsection History.
4. Save the changes if necessary.
In case the People Profile relevant sections, sub-sections and blocks are missing,
add those manually based on the following list
Section
Subsection
Block
History
History
History
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Overall Performance Rating
5.6.3 Check Permissions for People Profile
1. Log on to your instance and go to the Admin Center from the Home tab. In the Manage
Employees portlet, select Set User Permissions.
2. In the Set User Permissions section, select Manage Permission Roles. The Permission Role
List page opens.
3. On the Permission Role Detail page, choose the existing super admin role.
4. In the section Permission Settings, choose Permission. The Permission Setting window
opens.
6. For the following, enable the permissions for Employee Views:
Employee View Section
View
History
7. Select Done.
8. Select Save Changes.
6 Permission Roles and Groups
This section provides an overview of the permission roles and groups delivered/created as part of
this solution item. Please follow step “Assignment Permission Group and Role” to finish the
assignment before executing process.
For detailed permission settings, please check RBP workbook.
Role
Description
Group
Delivered
Permission
Comment
SFCC
Performance
& Goal
Administrator
SFCC
Performance
& Goal
Administrator
SFCC
Performance
& Goal
Administrator
Role and
group are
delivered via
Upgrade
Center
The permissions
will enable
administrator to
have permission
to execute
performance &
goals admin
relevant process
steps.
Created during
activation this
item.
SFCC Super
Admin
(Performanc
e & Goal)
SFCC Super
Admin
(Performance
& Goal)
SFCC Super
Admin
(Performance
& Goal)
Role and
group are
delivered via
Upgrade
Center
The permissions
will enable the
super admin to
maintain all post
configurations
for this solution.
Created during
activation this
item.
SFCC HRBP
(Performanc
e & Goal)
SFCC HRBP
(Performance
& Goal)
Grant to “HR
manager (All
HR
Managers)“
with the
Target
population of
“ Granted
User’s HR
Report“
Role is
delivered via
Upgrade
Center and
assign to
the standard
group.
The permissions
will enable
HRBP to have
permission to
execute
performance &
goals HRBP
relevant process
steps.
Created during
activation this
item.
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Role
Description
Group
Delivered
Permission
Comment
SFCC
Manager on
Team
(Performanc
e & Goal)
SFCC
Manager on
Team
(Performance
& Goal)
Grant to
“Manager (All
Managers)“
with the
Target
population of
“ Granted
User’s Direct
Report“ and
“Include
access to the
Reports of
the Granted
User's Direct
Reports: All
levels down“
Role is
delivered via
Upgrade
Center and
assign to
the standard
group.
The permissions
will enable
manager to
have permission
to check his
team members‘
performance &
goals data.
Created during
activation this
item.
SFCC
Manager on
Direct Report
(Performanc
e & Goal)
SFCC
Manager on
Direct Report
(Performance
& Goal)
Grant to
“Managers
(All
Managers)“
with the
Target
population of
“ Granted
User’s Direct
Report“ and
“Include
access to the
Reports of
the Granted
User's Direct
Reports: 1
level(s)
down“
Role is
delivered via
Upgrade
Center and
assign to
the standard
group.
The permissions
will enable
manager to
have special
data permission
of his direct
report
employees.
Created during
activation this
item.
SFCC
Employee on
Self
(Performanc
e & Goal)
SFCC
Employee on
Self
(Performance
& Goal)
Grant to
“Everyone(All
Employees)“
with the
Target
population of
“ Granted
User(Self)“
Role is
delivered via
Upgrade
Center and
assign to
the standard
group.
The permissions
will enable
employee to
check
performance &
goals data of
themselves.
Created during
activation this
item.
6.1 Assignment Permission Group and Role
1. Go back to Admin Center. In the Manage Employees portlet, select Set User Permissions
and in the Set User Permissions section, select Manage Permission Roles. The Permission
Role List page opens. Select the role “SFCC Performance & Goal Administrator” as an
example.
2. Scroll down to section 3. Grant this role to... and select Add. On the Grant role to: page select
Permission Group and “SFCC Performance & Goal Administrator”, for the target population
select All.
3. Select Done.
4. Chose Save Changes.
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5. Use the same approach to finish all assignments.
7 Assignment Dashboard to Roles
1. Go to Reporting from Home. In the My Reports tab, click Action behind Performance and
Goals Dashboard and choose Share.
2. Choose Role tab, click Go in the search section.
3. Choose the following roles and click Save Selections button.
SFCC Manager on Direct Reports (Performance & Goal)
SFCC Manager on Team (Performance & Goal)
SFCC Performance & Goal Administrator
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8 Known Issues and Workaround
Known issues:
Error Message
Solution
8.1 Errors in Business Configuration
If the country-specific sections or assigned rules are not shown in the business configuration do
the following steps:
1. Log in to Provisioning for your instance using the following link:
Link
https://<server>.successfactors.com/provisioning_login
Choose the company by selecting the company name.
2. Under Succession Management choose Import/Export Country Specific XML for Succession
Data Model.
3. Export the existing data model to a local folder and import this again unchanged.
8.2 Org Chart Error - Could not retrieve data for this
user
In case you get an error "Could not retrieve data for this user", when trying to access “My
Company Info” tab, try the workaround described in the SAP Knowledge Base Article
https://launchpad.support.sap.com/#/notes/2227861.
8.3 Error in Manage Permission Roles
In case you get an error during accessing any permission role details, clear the MDF cache in
provisioning: MDF Cache Tool → Clear cache → Click to clear cache and try again.
9 Appendix
For your reference only. Please verify that the below status is maintained for these switches.
Default switches related to platform:
Switch
Status
Admin Configuration Tool
Language Packs: (Please do not use Hebrew, …...)
English US (English US)
Enabled
Version 11 UI framework (ULTRA)
Enabled
Version 12 UI framework (Revolution)
Enabled
Role-based Permission (This will disable Administrative Domains)
Enabled
Enable Advanced Find User Component
Enable Action Search (requires Role-based Permission, Generic Objects and Version
12 UI framework (Revolution))
Enabled
Enable Solr People Search (requires Action Search and Role-based Permission)
Enabled
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Enabled
Enabled
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Enable Usage Analytics
NextGen Admin Homepage (Admin v3.0) — requires “Version 12 UI framework
(Revolution)”, “Enable Usage Analytics” and “Enable Action Search (requires Rolebased Permission, Generic Objects and Version 12 UI framework (Revolution))”
Enable Homepage v3 Configuration Migration during Upgrade via the Upgrade Center
(only applicable if "Enable Homepage v3 Upgrade via the Upgrade Center" is enabled,
and will cause old [Homepage v2] configuration to be migrated to the new [Homepage
v3] configuration when the Homepage v3 upgrade is initiated via the Upgrade Center)
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Enabled
Enabled
Enabled
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