The SAP SuccessFactors User Experience

The home page is the default start page of the SAP SuccessFactors HCM suite.

As an employee, the home page is your main entry point to the SAP SuccessFactors application and typically the first thing you see after logging in. It shows you pending tasks, highlights recent activity, and helps you to take action quickly.

The four main navigation elements are:

1. Main Menu
2. Action Search
3. Name Menu
4. Quick Actions:

   The Quick Actions section enables you to complete your most frequent or important actions. It's always visible at the top of the page and is designed to promote efficient, focused action for the most common use cases. Visibility is based on role-based permission and system configuration, so you only see actions that are relevant to you. As an administrator, you can choose which quick actions are available, in what order. To avoid clutter, users can see up to 16 quick actions maximum.

The Main Menu is available as a dropdown menu in the upper-left corner, and displays the modules to which you have access. Depending on a user’s role within the organization, they may see different options in the menu. For example, an administrator will see Admin Center, but a basic End User will not. This access is determined by permissions and/or system configuration.

The 1. Main Menu bar (Home) is used to navigate the system. Users can access the different modules from this menu and appears at the top of the home page and has following important settings:

1a. Organizational Info (Company Info)

1b. Employee Info (My Employee File)

1c. Reporting Info

1d. Talent Management, which includes Development, Goals, Performance and Succession and the Admin Center

Admin Center is the central access point to a wide range of administration features and tools that you can use to configure and maintain each of your SAP SuccessFactors solutions. It also provides tools for monitoring overall system health and usage and for managing cross-suite and third-party integrations.

As a system administrator for any SAP SuccessFactors solution, the Admin Center gives you easy access to the tools you need. The following settings are possible:

• 360 reviews and Calibration
• Application Security
• Company Settings
• Development
• Employee Files like Configure People Profile to add and delete fields on the People Profile layout
• Goal Management
• Manage Forms by User
• Managing Competencies and Skills
• Mobile
• Performance Management
• Presentations
• Reporting and Analytics
• Set User Permissions
• Succession
• Update User Information

The admin tools available to you in Admin Center depend on the SAP SuccessFactors solutions enabled in the system and the permission granted to you, based on your role.

2. People and Action Search

2a. People Search

SAP SuccessFactors builds a complete set of search features to help you find employees across your organization. One way is to use the search box in the header of the homepage.

For example, you can search for the employee "Edward Employee" to see their Spotlight, Actions and Links they need to take to manage their personal information. Apart from People Search, you can also trigger specific tasks by typing relevant actions in the search box at the global header.

2b. Action Search is a feature that allows users to quickly find specific tasks in the system by typing a keyword in the search box at the top of every page. For example, you can search for the Configure People Profile action to add and delete fields in the people profile layout.

As an administrator, you can optimize action search for your company and manage the actions that are available to users of your system. You add or edit search terms based on search usage data for your company, to make actions more findable. You can edit display labels so that they better align with terminology used in your company. You can even create your own navigation links with the Configure Custom Navigations tool and add them as custom actions in Action Search.

As an end user, you can find common actions and pages in the search box located in your global header. You can use natural language to describe what you want to do, in your own words, and then select from a list of suggested actions.

The smaller dropdown from the Name Menu at the top right of the screen allows employees to proxy as another user, access and manage their…

3a. …Public Profile,

3b. …Proxy Now,

3c. … Reset Password,

3d. … Settings,

…access Admin Center, and Log Out of the system.

The Settings link in the "Name" menu allows users to manage their personal settings and preferences. These include passwords, notifications, language, forms, proxy assignment, groups, and mobile access. To access the Settings page, select the "Name" menu and choose "Settings" from the dropdown menu.

The Settings page allows you to set a number of individual options:

• Password change, if applicable. This option is not applicable if your company uses single sign-on (SSO).
• Receipt of notifications from the system, if applicable. This is an optional function for ALL notifications and is available depending on your system settings.
• Language preference selection, if applicable. This only applies if your instance is a multilingual implementation.
• Proxy assignment, if applicable. You can assign proxies if this feature is turned on and become a proxy if you are assigned as a proxy.

People Profile allows you to view and edit your own or others’ information collected from various SAP SuccessFactors solutions, including Employee Central, Learning, Performance and Goals, and Compensation.

People Profile lets you view and edit a person's entire profile on one simple, consolidated page and take action immediately. You can quickly find the most important or recent information and drill down into the details when you need it. The responsive SAP Fiori design means People Profile adapts to your device for optimal viewing on desktop, tablet or smartphone. Administrators can use a convenient drag-and-drop configuration tool to set up People Profile for your organization. You can choose which data fields to highlight at the top of the page and control the layout and organization of profile content for your organization. Related information is grouped into "blocks" and displayed directly on the page background. Details are hidden at first glance to avoid clutter and make it easier to quickly scan the page. You can expand or collapse subsections and blocks to show or hide details as needed.

One of the most important tag page is the Personal Information. The Personal Information page includes non-business related information of the employee, such as address or contract information and contains job and position information as well as employment details, such as the hiring date.

With SAP SuccessFactors comprehensive time and attendance solution, you can manage the working hours and attendance requirements of all types of employees while controlling labor costs and increasing the productivity of your workforce.

SAP SuccessFactors Time Tracking basically supports three different roles:

• For the employee
• For the manager
• For the administrator

For employees, there are two different aspects of the time type:

1. Time Off (Absences & Attendances)
2. Time Tracking (Clock In/Out)

   Employee Self Services provides employees with the following time recording options:

3. Third party clock terminals

   The prerequisite for digital time recording is integration with external time clocks and a digital time clock on the web or on the mobile phone.

In addition, employees can use the functionality of a digital time clock and possible AI support. Approvals by superiors are also possible.

We offer employees numerous options and possibilities for recording working hours. We meet them where they are and in the workflow by offering them several options for intuitive recording interfaces regardless of the end device.

The preceding figure shows...

1. ...the possibility of recording using mobile devices
2. ...the possibility of recording using a web time recording sheet

In addition to recording time data via a web time sheet, managers have access to a cockpit for attendance and absences, which allows them to stay up to date and make informed approval decisions.

Statistical representations, diagrams and predefined reports support the manager's overview. Managers can also access their employees' time data quickly and easily on mobile devices.

Time tracking Is built as an extension of the basic time sheet available with Employee Central to cover all employee types and time recording via additional devices beyond the basic time sheet along with new capabilities to cover complex evaluation scenarios across all geographies. This means that Time Tracking features need Employee Central Time Off features to be implemented as a foundation.

With SAP SuccessFactors Time Tracking you can manage and track attendance across your entire workforce, including salaried and hourly employees, with advanced features to streamline time tracking, automate pay rules, and improve approval processes.

An administrator can ...

... define policies, create work schedules and setup time profiles

... assign time profiles per employee (group)

... monitoring processes and intervene where needed

SAP SuccessFactors Compensation can help you build and manage strategic compensation programs that align with the needs of your employees, your business, and your budget.

SAP SuccessFactors Compensation solution is comprised of these components:

• Compensation Information
• Compensation Statements

  Compensation statements can be provided to communicate salary increases, bonuses, and stock incentives to employees.

• Bonus Plan History
• Variable Pay (Bonus) Planning

  Variable Pay is the bonus component of an employee compensation, what is called short-term incentive and supports and standardizes the bonus planning process. The bonus planning process is the same as that of compensation planning.

• Rewards and Recognition

  More and more organizations want to encourage peer-to-peer recognition to provide timely recognition for outstanding company contributions or participation in special projects. Organizations also want to reward years of service or other milestones reached by employees.