Employee Central Academy Training – Check-in Meeting

Session starts at 11:00 AM Eastern time

Alex White, SAP SuccessFactors Education Team
INTERNAL
Disclaimer

The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. Except for your obligation to
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obligation to pursue any course of business outlined in this presentation or any related document, or to develop or release any functionality mentioned therein.
This presentation, or any related document and SAP's strategy and possible future developments, products and or platforms directions and functionality are all subject
to change and may be changed by SAP at any time for any reason without notice. The information in this presentation is not a commitment, promise or legal obligation
to deliver any material, code or functionality. This presentation is provided without a warranty of any kind, either express or implied, including but not limited to, the
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All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are
cautioned not to place undue reliance on these forward-looking statements,
which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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Agenda

1. Questions

2. Demonstration and Review

3. Unit 4 Part 2

4. Exercise Tips

5. Exercise Support

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Questions
You can post question with the annotate tool.

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Agenda

1. Questions

2. Demonstration and Review

3. Unit 4 Part 2

4. Exercise Tips

5. Exercise Support

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Demonstration and Review
Live Demo

 Exercise 14- Imports

 Exercise 15- Employee Updates

 Exercise 16- Modify the Succession Data Model

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Poll!

What ID is associated with an employment object / data

in EC?

A Person ID

B User ID

C Username

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Exercise 14 – Step 1 (Download Templates)

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Exercise 14 – Step 2 (Populate and Upload)

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Exercise 15 Troubleshoot Import

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Poll!

All standard fields of a portlet are set to visible?

A True

B False

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Exercise 16 – Modify the Succession Data Model

1. Update a standard label (Company to Legal Entity in jobInfo)

2. Create a custom field (‘Additional Job Details’ in jobInfo using

custom-string8)

3. Permission a custom field.

4. Test your changes.

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Agenda

1. Questions

2. Demonstration and Review

3. Unit 4 Part 2

4. Exercise Tips

5. Exercise Support

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Lesson 4: Configure the Country-Specific
Field Data Model
Lead-in

Learning Objective
✓ Describe the portlets that support CSF

✓ Configure CSF Fields for the Succession Data Model

Scenario
✓ A customer has identified the need to include custom personal
information for the 5 different countries their organization function
in. You need to setup the Personal Information Portlet to support
these custom fields.

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Content

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Recommended Implementation Sequence (1808)

Step 1: Setting up a new account in Provisioning Step 8: Importing the Picklists

Step 2: Creating the Super Admin Step 9: Creating Foundation Object Records
Step 3: Defining the Corporate Data Model Step 10: Configuring Propagation Rules
Step 4: Defining the Country Specific Corporate Step 11: Creating Event-Reason Derivation Rules
Data Model
Step 12: Creating Workflow Derivation Rules
Step 5: Setting up MDF Foundation Objects
Step 13: Managing Role-Based Permissions
Step 6: Configuring the Succession Data Model
Step 14: Importing Employee Data
Step 7: Configuring the Country-Specific
Step 15: HRIS Sync
Succession Data Models

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EC Components

 MDF Foundation
Objects

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CSF Succession Data Model

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Live Demo

• CSF Fields for Succession

• National ID
• Personal Information
• Address Information
• Job Information
• Employment Information

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CSF Standard and Custom Fields

Just like the Succession Data Model, CSF will have:

❖ Standard fields defined by SF, the id is fixed and cannot

be changed

❖ Custom fields utilizing the custom-datatype#

Please refer to the Employee Central Country Specifics for

the standard configuration

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Example: Employment Information Germany

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National ID in the CSF Succession Data Model

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Home Address in the CSF Succession Data Model

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Exercise 17 – National ID and homeAddress

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Global Information in the CSF Succession Data Model

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Exercise 18 – Global Information in the CSF Succession DM

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Job Information in the CSF Succession Data Model

Note: Country fields are determined by the country of the Legal Entity the
employee is assigned.

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Employment Information in the CSF Succession Data Model

Note: You cannot have duplicate jobInfo, employmentInfo, globalInfo or

nationalID fields in your Succession and CSF Succession Data Models,
apart from home address.
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Configuring CSF for Employee Data

Determining Country:

❖ Employment Info country comes from the assignment of the

Legal Entity.

❖ The personal information portlets uses Country assigned in

the portlet.

Configuring XML Files:

❖ The <HRIS-element> needs to exist in both the SDM and

CSF SDM.

❖ However, the <HRIS-field> does NOT exist in both.

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Exercise 19 – Task 1 Job Information CSF

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Exercise 19 – Job Information in the CSF Succession DM

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 Job Information

Required
System Field Id SF Label Visibility (Used) Customer Label Picklist
(Mandatory)

company Legal Entity Yes Wheel Yes

timezone Timezone Yes
business-unit Business Unit Yes Hub Yes
division Division Yes Spoke Yes
department Department Yes
location Location Yes
cost-center Cost Center Account Yes Yes
manager-id Supervisor Yes Yes
job-code Job Code Yes No
job-title Job Title Yes Yes
local-job-title Local Job Title No
standard-hours Standard Weekly Hours Yes Standard Hours
fte FTE No
is-fulltime-employee Full/Part-Time Yes Full Time Yes
notes Notes No
shift-rate Shift Rate No
shift-factor Shift Factor No
Picklist ID= supervisor-
supervisor-level Supervisor Level Yes Hierarchy
level
SDM and CSF Recap
Configuration

When configuring a CSF for Personal Info / Job

Info / Employment Info, etc.

1. The hris-element MUST exist in both XML

files

2. The hris-field must ONLY exist in one file

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Examples: Succession
Data Model

Country
Specific SDM

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Examples: Succession
Data Model

Country
Specific SDM

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Tomorrow’s Assignment

✓ Unit 4 B – Lesson 4 Succession and CSF

Data Models

✓ 3 Exercises (17-19)

If time permits:
❖ Start reading Unit 5
❖ More technically challenging concepts, reading first may help following the discussion
❖ Optional Case Study- titled ‘Review Important Concepts’.
❖ This case study will be optional to complete going forward.

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Agenda

1. Questions

2. Demonstration and Review

3. Unit 4 Part 2

4. Exercise Tips

5. Final Questions & Exercise Support

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Tips

Located in Classroom Jam:

https://jam4.sapjam.com/groups/3ykACzd7He8S9
z3uUViqzO/content?folder_id=88rTwZ5tbmH9ka9t
gBYGD5

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Additional XML Tips and Reminders
✓ XMLPad: Search with CTRL+F, Use (F3) to advance to the next match
✓ Only edit within the “Source” view for XML Pad – Use Table view for navigation
✓ Validate & save your XML frequently
✓ Make sure to version your xml for each exercise
✓ Make sure you set the visibility and required fields correctly if you copy the XML from a different part of the file.
✓ Use the attributes section on the left side of XMLPad to make a field visible or required
✓ Use spaces when pasting XML to make it easier to see what you edited – remember that it wont cause issues
✓ Make sure to update the EN-US label in your XML or change may not show in EC
✓ Make sure to hide fields that you don’t want to see in the front end
✓ Be aware of placing the XML fields in the right order
▪ Per the Note in the book the “Country” field will always come first regardless of where it is in the XML, so you don’t need to
worry about moving that field
✓ Make sure to use the system field ID for custom strings and custom dates defined in the solution and not your own number (These
have been tested)
▪ Field may not show if you don’t use it correctly
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Agenda

1. Questions

2. Demonstration and Review

3. Unit 4 Part 2

4. Exercise Tips

5. Final Questions & Exercise Support

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Questions & Exercise Support
Final Questions?

Ask any final questions that do not require

demonstration

Then I will help with any exercise questions

▪ May require you to share your screen
▪ If we need, might take a break before starting the
exercise support

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Thank you

Contact information:

Alex White
SAP SuccessFactors Education
INTERNAL
© 2017 SAP SE or an SAP affiliate company. All rights reserved.

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In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
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