Introduction to Mastery

  • Introduction to SuccessFactors
  • Instance Systems – Explanation,  Setup, Creating administrators, Passwords, Home Page, Welcome Menu, Comp info, company Logos
  • Provisioning Systems – Explanation,  Setup, Creating administrators
  • Technical Architecture
  • Successfactors Language Packs.
  • Bizxpert Methodology – Implementation Methodology.
  • XML and Data models 
  • Custom Fields Creation in the Data Models. 

  • Customization Organization Themes.
  • Theme Manager Manage TO DO List
  • Successfactors Home Page customization, V12 Home Page
  • Admin tools - 2.0 and Old Admin [Overview]
  • Successfactors Revolution UI
  • Proxy Management
  • Manage Data User Records
  • Employee Data File
  • Customizing Employee Profile
  • Employee Profile
  • Email Notifications Customization
  • Text Customization in Instance
 
  • Job Families & Roles
  • Competencies
  • People Search
  • Rating Scales
  • Route Maps (Workflow)
  • Launching forms
  • Pick list Management.
 
  • Default User Permissions.
  • Admin Privileges
  • Password Policies
  • Resetting user accounts or Passwords.
  • User Groups Creation
 
  • Integration Technology/Tools
  • Interfaces between SAP & Success factors (Data extraction)
  • Jobs Scheduling & Execution of Jobs in Successfactors

Analytic & Reporting

  • Introduction to Reporting
  • Activation of Work force Analytics Module in Provisioning System.
  • Dashboards 2.0
    • Introduction/Setup
    • Configuring & displaying on Home Page.
    • Create Interactive
  • 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/ Cross Domain Reports.
  • Multi DataSet Reports.
  • Online Report Designer 

Employee Central

  • Overview - Employee Central
  • Provisioning Setup – Basic
  • Recommended 13-step implementation sequence
  • Setup User Accounts
  • Understanding & Managing security
  • Configuring Name Format
  • Update employee details
  • ESS/MSS functionality
  • EC as a system of record
  • Data Models
  • Explanation
  • Setting up the Corporate Data Model
  • Setting up the Succession Data Model
  • Setting up country-specific data models
  • Setting up country-specific picklists
  • Business Configuration UI (BCUI) - Enabling in Provisioning / Maintaining Succession Data model
  • Role Based Permission [RBP] - Enabling in Provisioning / Configuration
  • Data Objects
  • Foundation Objects
  • Explanation
  • Characteristics
  • Foundation Objects to use to structure your business
  • Foundation Objects to use to handle job-related areas
  •  Foundation Objects to use to handle pay-related areas
  • Customer Specific Foundation Objects.
  • Creation of Company, Department, division, Business Unit, Location. [Foundation Objects]
  • Creating and Modifying Associations
  • Setting up propagation rules
  • Setting up event-reason derivation rules
  • Setting up configurable rules
  • Business Rules setup.
  • Work Flow
    • Explanation
    • When to use
    • Types of Workflow
    • Types of Approvers
    • Creation of Work Flow
    • XML Examples
    • Employee Central Workflow Configuration and Approval Process.
  • Data Imports
    • Explanation
    • Foundation Data
    • Employee Data
    • Pick-list

  • Mass Changes
  • Customizing employee files.
  • Position Management
  • Employee Central Reporting
  • Meta Data Frame Work / Objects creation
  • Generic Objects and Configuration of Generic Objects
  • Data Replicator Monitor

  • Global Employment
  • Search of Inactive Employees/users.
  • Rehire Inactive Employee.
  • Case Study/Exercise
  • Payroll
    • EC Payroll Integration
    • Maintaining Users in Employee Central Payroll.
    • Activating Payroll Integration.
    • Setting Payroll Configuration
    • Payroll Control Center
  • Defining Pay Scale Groups, Pay Scale Levels, Pay Scale Mass Changes.
  • Payment Information.
  • Defining Payroll Basic Pay
  • Employee Central Time Off
  • Time Types, Time Profiles, Work Schedule, Holiday Calendar Creation.
  • Time Account Management.
  • Accruals, Accrual Rules, Prorating Accruals, Period End Processing.
  • Time Integration with Payroll.
  • Leave of Absence.
  • Importing Initial Balances & Leave Requests.
  • Defining Settings in Work Schedules, Absences and Employee Remuneration information