Recalling Company Configuration setup

Before further exploring the details and purpose of the Configuration Mover functionality, it is important to dive a tad deeper into the configuration settings required for a buyer within SAP Fieldglass. As an initial implementation step, and prior to utilizing the application and any associated functionalities, each buyer organization within SAP Fieldglass is required to establish and enable their company setup that determines how their external workforce and operations will function within the system. While this step has traditionally been completed with assistance from SAP Fieldglass account or support teams, the self-service dashboard available to Configuration Manager users now allows for this activity to be performed in two distinct ways – firstly, via the Configuration Mover tile, which we’ll explain further in the units and lessons to come, and secondly – via the Company Configuration tile, which now reveals this setting that until now, was only available to SAP Fieldglass representatives. It should be noted that this new dashboard tile is still limited in the overall scope and available access to company, site and admin configs that can be utilized by Config Managers. Certain configuration settings will still require assistance from SAP Fieldglass support members to control and manage on the buyer behalf.

No matter the methods a buyer utilizes to implement their core company configuration, it is important to review and understand the sections available when these settings are enabled and their operational impact on a buyer organization. When a buyer initially enables their Company Configuration, there are literally hundreds of individual options and choices that need to be made. A number of these configurations are standard across all tenants, while some are also determined based on a customer’s contract and end user agreement, as well as their applicable purchased SKUs. Without going into detail on every available selection offered, the following table reflects the main categories of configuration elements seen within the Company Configuration object.

Company Configuration Categories

Category	Description
1.	Company: This area reflects all company level configurations items, such as setting default and supported languages, currency, time, date, and number formats, as well as SSO, login, and authorization setups for a buyer’s user population. This area also includes settings for approval chaining, MSP utilization and associated fee structures, user settings and access, account linking and delegate configuration, as well as security ID formats and requirements. This category is also the location to determine a buyer’s preference to use the PMO Dashboard, Rates version, Rate Guidance, Rules Engine, and other important functionalities like Purchase Unit, Legal Entities, Tenure Policy, and much more. Not all items listed within the dashboard under this category are unlocked and available for modification to a Config Manager user. Greyed out items would need further assistance from SAP Fieldglass representatives until made available in the dashboard for management.
2.	Decision Form: The section of the Company Configuration lists the administrative objects within SAP Fieldglass that a buyer company can select for use with the wizard-based Decision Form functionality. A buyer can enable whether an interactive form would apply to the creation of an SOW, SOW Bid, Job Posting, Profile Worker, Project, or other modules associated to the service.
3.	Job Posting: This category within the Company Configuration allows the buyer to manage all configurable aspects of the Contingent Job Posting, from the basic enablement of the functionality to the detailed settings and rules associated to the creation, approval, distribution, registration, engagement and activation of any hired Job Seekers submitted by the supply base. Buyers can also determine settings for Job Posting withdrawals, auto-closure, and replacements, along with usage of other functionalities like Shift Manager and Distribution Guidance.
4.	Services: A single setting is reflected here, allowing a buyer to configure the use of fee pricing and rate support against various attributes on Statement of Work fees.
5.	Statement of Work: An elaborate category of configurable items, this section covers off on the enablement and customization of Statements of Work within the SAP Fieldglass application. The buyer can configure settings on Parent/Child SOWs, the use of SOW workers, Copy SOW, as well as rules on SOW revisions, edits, and the activation and registration of SOW and SOW workers. (This configuration is tied to the buyer contractual agreement within SAP Fieldglass)

Category	Description
6.	Job Seeker: The configuration section on Job Seekers highlights choices regarding resume requirements, along with supplier allowances in relation to rates, currencies, and visibility. It also captures the use of Weighted Qualification Scoring for Job Seekers, if enabled.
7.	Machine Learning Features: With many of the new Machine Learning developments available in SAP Fieldglass, this is the configuration section that allows buyers the ability to enable AI enhancements in Job Seeker resume assessment, as well as improving the generation and translation of Job Posting and SOW descriptions.
8.	Work Order: This area of the configuration functionality deals specifically with the management and preferences surrounding Work Orders in the application. Buyers can define settings around how rates are shown to suppliers, as well as where and how approvals are required for new objects, revisions, or edits. Other settings managed here cover activation and registration automation, as well as rules regarding spend calculations and display on the Work Order itself.
9.	Worker: Like the prior category, the Worker section allows buyers the ability to configure the rules on how Workers are managed in SAP Fieldglass, focusing on how edits and revisions are handled, as well as rules on auto-closure on workers and further invoicing allowance.
10.	Consolidated Worker: Buyers can enable the use of Consolidated Workers here, as well as determine the permitted length of their configuration and settings around their unique ID encryption.

Category	Description
11.	Time Sheet: For a buyer to utilize time sheets in the application, this configuration section not only provides the enablement of the functionality but also establishes how time sheet revisions, reviews, reversals, and approvals will operate for the buyer company and their associated suppliers. This section also defines the time sheet frequency, start date of the time sheet week, as well as other rules regarding task codes, allowable hours for a given time sheet day, and the use of simplified time sheets.
12.	Expense Sheet: Like the time sheet configuration, this area is where a buyer can enable expense sheets, define supplier review and revision settings, as well as configure how workers and suppliers can submit revisions on submitted expense sheets.
13.	Invoice: This configuration section dictates the buyer’s utilization of invoices in the system, where further settings reflect the use of auto-invoicing as well as whether MSP suppliers have authority or permission to create invoices for the company.
14.	Profile Worker: This section manages the utilization of Profile Workers, a core service offering within SAP Fieldglass. Rules around auto registration are defined here, and further settings regarding end and closure dates and practices are also maintained. Buyers can also confirm the use and association of cost centers and job codes to Profile Workers. (This configuration is tied to the buyer contractual agreement within SAP Fieldglass)
15.	Integration: While many integration connectors exist for buyers to apply to their operations, this is the area of the company configuration where not only is the use of integrations enabled, but it also is where a buyer can configure use of productized integrations, like those with SAP Ariba, as well as e-signature and legal products like Docusign and Trustseed.

Category	Description
16.	Reports: Even though reporting functionality is defaulted in SAP Fieldglass, the configuration around reporting allows buyers further control over how reports are published to suppliers, what dates are included in reporting cycle times, and the enablement of stories, dashboards, and the newer embedded and premium analytics offerings.
17.	Mobile Apps: This section defines where certain mobile apps, like SAP Fieldglass Manager Hub, can be enabled and configured. It also provides options and settings for the buyer company's service orders and time-entry mobile apps.
18.	Miscellaneous: The Miscellaneous category of the company configuration houses the settings associated with the use of SAP Fieldglass-driven surveys, Visualizer and People View functionality, as well as the enablement of Qualtrics Experience Management in the platform.

Understanding the configuration settings required for a buyer within SAP Fieldglass is crucial before exploring further functionalities like the Configuration Mover. These settings establish how external workforce operations function within the system and can be managed using the self-service dashboard available to Configuration Manager users.

• Buyer Organization Setup: Each buyer organization must establish their company setup before utilizing SAP Fieldglass functionalities.
• Company Configuration: This includes settings for company-level configurations like language, currency, SSO, and user access.
• Decision Form and Job Posting: Configuration for decision forms and job postings, including creation, distribution, and engagement settings.
• Statement of Work and Invoicing: Configurations for SOWs, worker management, and invoicing within the system.
• Integration and Reports: Enables integration with other systems and configures reporting functionalities.

• Self-Service Dashboard: Allows Configuration Manager users to manage settings independently, reducing dependence on SAP support.
• Customizable Workflows: Buyers can tailor configurations to fit their specific operational needs and contractual agreements.
• Improved Efficiency: Streamlined configurations lead to more efficient workforce management and operational processes.