SAP HCM Success Factors - Introduction to Mastery

Discover an introduction to SAP HCM SuccessFactors mastery for absolute beginners. Clarify training expectations and help determine if SuccessFactors is worth pursuing, with CM system context.

Learn how to navigate SAP SuccessFactors from an admin and end-user perspective, access personal profiles, switch modules, and customize the home page with tiles and goals.

Learn to update the welcome tile by editing the welcome message: scroll to the message box, edit the line, enter text, and verify the change with the home button.

Administrators upload and display the company logo in SuccessFactors, placing it on the logon page and at the top of forms, with a transparent 110 by 40 pixel logo.

Change the successfactors screen theme to your company's color preference, applying across the organization for a consistent look and feel; use team manager to select a team and save.

Learn to customize terminology in sap hcm success factors with text replacement, swapping terms like reject or employ, and saving changes without a confirmation message.

Authorize an employee to work in another user's account via the proxy feature; proxies can open, view, edit, and send items on behalf of the account holder.

Search for a permission role by location in sap success factors by opening set user permission, selecting view user permission, and using location search to find and view a user.

Collaborate with IT to configure password policies before go live, including min and max lengths, no blank passwords, logon attempt limits, forget password options, aligned with ID policies.

Export all user information from SuccessFactors by updating user information and selecting employee export, then save the file with ok.

Learn how to import employee data into SAP SuccessFactors by updating user information, validating the import file for errors in employment details, and re-importing after fixes.

Admins specify which employees receive email notifications, customize template text, priority, subject, and language in company settings, and apply different notification texts to each form.

Learn to create and configure a rating scale, plan company settings, name the scale, label each score with descriptions, and prepare to assign it to a roadmap.

Create a linear route map by adding an employee step and a manager step, assign roles, collect signatures, and link the map to a performance management form template.

Discover how to add and remove transactions from your favorites folder in SuccessFactors, saving frequently used items with the star and managing data from the admin center.

Learn to set up a proxy, view the org chart, and access an employee's public and personal employment information.

learn to update an employee's email address by importing email information in the admin center under manage employees, validate the import, and complete a full data load.

Activate the employee central module in provisioning by enabling effective dated fields, basic import, and workflow rules. Save settings and confirm with your provisioning ID to access the demo instance.

Discover how to modify an employee's address and add a future dated address in SAP HCM Success Factors by editing personal information and saving with an effective date.

Explore how admins view permission roles granted to individual users, identify access levels such as view and edit in employee data, and verify manager permissions for specific users.

Identify an administrator's access by exploring granted permissions and admin levels, distinguishing admin level permissions from role-based permissions, and viewing other administrators' roles within the organization.

Create a dynamic group in the admin center by specifying membership criteria (area of expertise, job code, location) to include U.S. HR managers and employees. Study groups are manually assigned.

Create a custom role in the admin center by naming the role. Apply permission rules to grant access to data and functionality, including view or edit social account information.

Learn to assign roles to groups for role-based permissions in SAP HCM SuccessFactors, selecting target populations and multiple groups per role for proper access control.

Engage with concise videos that teach master data and key processes in SAP HCM SuccessFactors, and preview the upcoming course on Employee Central in SuccessFactors.