Creating Foundation Object Records in Employee Central

Objective

After completing this lesson, you will be able to create Foundation Object Records in Employee Central.

Foundation Object Overview

Fundamentally, you can categorize the data structure in Employee Central into two main types:

  • Employee Data (HR Data) - This includes information specific to employees, such as their name, date of birth, and nationality. It also covers employment details like job title, salary, and other compensation-related aspects.
  • Organization Data– This refers to the organizational structure, including departments, divisions, and legal entities. It also encompasses job classifications and pay structures. In SAP SuccessFactors, organization-related structure is referred to as Foundation Objects.

These data structures are standard and predelivered in Employee Central and can be customized to meet customer requirements.

In this unit, let’s focus on Foundation Objects, which play a key role in organizing employee information.

Employee Central Structure and Foundation Objects

Core Components of Employee Central

Foundation Object structures are managed either in XML or MDF. Several FO's are in the corporate data model while others are managed without XML intervention in the Admin Center.

XML and MDF-based Foundation Objects

Foundation Object Tools

XML-based and MDF-based objects are managed using different tools.

Use the interaction below to learn the tools used for XML and MDF-based foundation objects.

XML-Based Versus MDF-Based Objects

Configuration tasks such as relabeling fields and creating associations of Legacy Foundation Objects (XML-Based FO) remain in the Corporate Data Model. Record creation and management are done in the Manage Organization, Pay, and Job Structures tool.

The configuration of MDF-based foundation objects (or any MDF-based objects) is performed in the Configure Object Definitions and it's record management in Manage Data.

To manage foundation records through import, XML-based entities use Import Foundation Data while MDF-based objects use Import and Export Data.

Foundation Object Permissions

You can manage who has access to the Foundation Objects and their records with these permissions:

  • Manage Foundation Objects
  • Manage Foundation Object Types
  • MDF Foundation Objects
  • Metadata Framework

Foundation Records

Foundation Object Effective Dating

Similar to employee records, most foundation objects use effective dating. The first entry for foundation data marks when it was created. Whenever a change happens, a new record begins on the date that change takes effect.

Use the interaction to learn how changes are made to effective-dated foundation objects.

For each foundation data, an administrator can complete the following tasks:

  • Insert a new record with an effective date in the past, present, or future
  • Make a correction
  • Permanently delete an entry

In the figure, Foundation Data to Employee Record, the legal entity record ACE Germany (ACE_DEU) can be used for employee records on or after 01/01/1990 – the effective start date of its creation.

A legal entity in the employee record

Propagation: Foundation Objects and Employee Files 

Before adding any employee data to the system, corporate (foundation) data must be set up first. This is because employee records depend on this foundational information. For example, the Job Classification object contains details such as job code, job title, pay grade, and standard weekly hours. Employee records use this information as a base.

Once the foundation data is in place, it can automatically fill in parts of an employee’s record through propagation rules. This reduces data entry errors. For instance, if "Engineer (ENG)" is chosen as the job classification during a new hire process, related fields—like pay grade and weekly hours—are filled in automatically.

You will learn how to create propagation rules in a later unit.

Complete the interaction below to see how propagation works.

Standard, Custom and Country-Specific Fields

Each foundation object has standard fields and custom fields. In addition, several objects have country-specific fields, which allow you to collect locally-relevant data.

Field Types

Field Properties

Standard fields are predefined. The information they can store depends on their purpose. Foundation data fields can reference picklists, other XML, or MDF-based objects. These fields appear as drop-down menus in the user interface.

Picklists, Foundation and Generic Objects referenced in the Job Classification fields.

Organization-Related FO

Organization Data 

Top down hierarchy with standard foundation objects.

Organizational structure is one of several foundational structures of Employee Central. These objects describe the various units of a Company. They are structured according to task and function-related aspects which are shared across the entire company. Together, these objects with their hierarchical relationships forms an Organization Structure. They are linked together using associations which provides flexibility to perform HCM planning, forecasting and reporting.

Note

In SAP SuccessFactors the position structure exists independently of the organizational structure. Position Management is covered in a separate course but is part of the Employee Central Learning Journey.

Legal Entity

This is the company or legal entity where the employee is hired and has their contract of employment. A Legal Entity represents a company as registered against country laws. It cannot span across more than one country. The country assigned to the legal entity controls the country specific data which is available on the employee's Job Information, Employment Details and Compensation Information.

The legal entity in SAP SuccessFactors Employee Central is a one to one mapping with the company code in ECP/SAP HCM/S4. In EC, the legal entity assigned to the Position object must be the same as the legal entity in Job information. In SAP SuccessFactors, the Legal Entity is the highest object that can be used in the organization hierarchy.

In the figure, Legal Entity, the fields below the Country field are specific to the United States. Country-specific fields will differ based on the country selected for that Legal Entity.

Navigate to Manage Data to create/edit legal entity records.

Business Unit

Business Unit is the Business area of the company, representing one operating unit or the business function or line of business within the Company (not geographical).

Navigate to Manage Data to create/edit business unit records.

Division 

Division is a level of organization hierarchy lower than the Business Unit. It is a sub division of the business function. In Employee Central, the Division object comes with a standard "Parent Division" field, which allows for hierarchical levels among the division records. Using associations, you can link a division to one or more business units.

Navigate to Manage Data to create/edit division records.

Department

A Department has similar properties to a division. The Department object stores information for all departments within a company. It also comes with a standard "Parent Department" field, which allows for hierarchical levels among the department records. Using associations, you can create a hierarchy between department and division records. In this example, one department can belong to multiple divisions.

Navigate to Manage Data to create/edit department records.

Cost Center

The Cost Center is where the employee's costs get assigned in payroll and finance. Cost centers are  budget units in the ERP financial systems. Cost centers do not form part of the organizational hierarchy; it is usually assigned to the legal entity and sometimes assigned at department level. You can store external IDs for integration with financial systems when they do not support the Code field assigned to the Cost Center records in Employee Central. The Cost Center object comes with a standard "Parent Cost Center" field, which allows for hierarchical levels among the cost center records.

Navigate to Manage Data to create/edit Cost Center records.

Location 

The Location object stores the address information of all physical offices for a company where the employee works. Using associations, a location can be linked to a Geo Zone and Legal Entities. International address formats are supported and defined in the Business Address (Corporate Address) in the Country-Specific Corporate Data Model.

Navigate to Manage Organization, Pay and Job Structures to create/edit location records.

Location Group 

The Location Group is used for geographical grouping of multiple locations. This is optional. For example, Location Group West Coast contains several locations, including the San Mateo Office, San Diego Office, etc. Location groups are primarily used for EEO (Equal Opportunity Employment) reporting in the USA.

Navigate to Manage Organization, Pay and Job Structures to create/edit location group records.

Geo Zone

You can group multiple locations into one Geo Zone. For example, Geo Zone North America, Western Region contains business locations in San Mateo, San Diego, etc. Geo Zone includes an Adjustment Percentage field, which allows the pay range to be adjusted based on the cost of living. For example, a company can adjust the pay for employees on the West Coast by 15%. Geozones are primarily used when Employee Central is integrated with SAP SuccessFactors Compensation solution.

Navigate to Manage Organization, Pay and Job Structures to create/edit geozone records.

Note

To learn about deployment options/structure replication for SAP HCM/S4 HANA/ECC, explore the Architecture Leading Practices in the SAP Community.

Payment-Related FO

The Pay data provide remuneration-related information such as the different pay components, pay frequency, and pay group.

Payment-Related Data

Note

Companies with employees under Enterprise Agreements or Unionized Agreements can assign employee compensation based on the Pay Scale Structure. To learn about deploying Pay Scale Structure in SAP SuccessFactors visit the Architecture Leading Practices in the SAP Community.

Job-Related FO

Job Data provides repeatable job codes to assign employees and stores job-specific data like Full-Time and Standard Hours.

Job Classification 

Job Classification stores all job codes and associated information for a company. It helps to identify and classify the employee's work. Common fields include the following: Supervisor Level, Job Level, Regular/Temporary, Full/Part Time, Employee Class, Job Title, and Pay Grade. You can also have country-specific fields for Job Classification.

Job Classification

Job Function

Several jobs can be sorted based on the functional work performed. For example, the Job Classifications: Developer and Developer Manager belong to the Job Function: Engineering (ENG). By default, the Job Function does not display on the employee’s Job Information record; it is used strictly for reporting purposes.

Job Function

Note

To learn about how Job Classification is used by other SAP SuccessFactors' talent solutions, visit the Architecture Leading Practices in the SAP Community.

Foundation Record Administration

Administrators can add, delete, and update records for any foundation object directly in the instance or by using the import tool.

To add, delete, and update records of objects in the Corporate Data Model, use the Manage Organization, Pay, and Job Structures tool. Import records with the Import Foundation Data tool.

Use the Manage Data tool to add, delete, and update records of objects in the Configure Object Definition.

Complete the following interaction to navigate the Manage Organization, Pay, and Job Structures.

Navigating the Manage Data Tool

Complete the interaction below to know how the tool works.

Foundation Object Record Import Process

Actions for managing a foundation data, like creating, editing, and deleting, can be processed in bulk, whether you are administering changes to XML- or MDF-based records. The import file must always match the object configuration; a template must always be downloaded before any import action.

Complete the two interactions below to see the difference in importing XML-based from MDF-based foundation records.

Importing XML-Based Foundation Objects Records

Importing MDF-Based Foundation Objects Records

Exercise: Create Foundation Data

Business Example

Ace Corporation is growing. They need to update their organizational structure to reflect their new Berlin office and their entry into the storage business. They have also decided to enter into the Storage business in the United States and add a new job classification and two pay ranges in line with this growth. You'll then import the Cost Centers.

Note

You must have completed Prepare an Instance (Unit 1) and Prepare the Data Models (Unit 2) exercises before completing this hands-on. This exercise activity is not required for completing succeeding hands-on exercises for this course.

Watch the video for a demo of how the foundation records are created.

Enroll or access the Practice System. to complete the exercise steps.

Task 1: Create a new Business Unit

Steps

  1. Go to Manage Data to create the Storage Business Unit using the details in the table.

    Storage Business Unit

    FieldValue
    Start DateJanuary 1, 2025
    Business Unit CodeACE_STOR
    Business Unit NameStorage
    StatusActive 
    1. Go to Manage DataCreate NewBusiness Unit.

    2. Add Storage Business Unit information to the record. Use the Storage Business Unit table for details.

    3. Select Save

Task 2: Create a new location

Steps

  1. Go to Manage Organization, Pay and Job Structures to create the new Berlin location using the details in the table. Take note of the effective date. You won't be able to associate the location record with the legal entity if it's older than the legal entity record.

    Berlin Location 

    FieldValue
    Effective as ofJanuary 1, 2025
    CodeDU_BER 
    NameBerlin
    StatusActive 
    Location GroupEMEA 
    TimezoneEurope/Berlin
    GeozoneEurope, Middle East, and Africa
    Legal EntityAce Germany
    Business AddressRosenthaler Strasse 30, Berlin, 10178, Germany
    1. Go to Manage Organization, Pay and Job StructuresCreate NewLocation.

    2. Use the table for details. Select Save

    3. Verify that the new location was saved by searching Manage Organization, Pay and Job Structures.

Task 3: Import new Cost Centers

Steps

  1. Go to Import and Export Data to create new Cost Centers 50000-51303 using the details in the table. Just like any other import process, you'll need to download a CSV template and ensure the formatting is correct before uploading the file.

    Cost Centers Data

    externalCodeEnd DateNameeffectiveStartDateDescriptioneffectiveStatusparentCostCenter.externalCodecostcenterManager 
    StatusParent  Cost Center CodeCost  Center  Manager
    CodeStart Date 
    500 StorageJanuary 1, 2025StorageA  
    501 Storage EOJanuary 1, 2025Storage Executive OfficeA  
    502 Storage SalesJanuary 1, 2025Storage SalesA  
    1. Navigate to Import and Export Data.  

    2. Choose Download Template from Action to Perform.

    3. Select Cost Center as the Generic Object.

    4. Select NO for Include Dependencies.

    5. Select Download.

      Note

      You can use Microsoft Excel or OpenOffice to open the CSV file. Choose UTF-8 as character encoding and comma as the delimiter/ separator.
    6. Transfer the information from Table 5: Cost Centers Data to the template and save the file locally. The order of the columns may not match your template. Use the headers to map which columns to transfer the data.

    7. In Import and Export Data page, select Import Data in the Action to Perform.

    8. Select the Cost Center as the Generic Object.

    9. Browse for the file.

    10. Use Unicode (UTF-8) as file encoding.

    11. If necessary, choose the format that matches your locale.

    12. Leave the rest of the import options to the default setting.

    13. Select Validate.

    14. In a separate tab, use action search to navigate to the Scheduled Job Manager . Check the validation results.

    15. If there was no error, select Import in the Import and Export tool. 

      Note

      If you set the administrator's e-mail account as your own, you will receive an e-mail notification for import jobs. 

Task 4: Create a new Job Classification

Steps

  1. Go to Manage Data to create the new Storage Hardware Engineer Job Classification using the details in the table.

    Job Classification Data

    Start DateJanuary 1, 2025
    Job CodeSTHWEN 
    Job TitleStorage Hardware Engineer
    Job LevelIC - NonManager 
    Regular/TemporaryRegular
    Employee ClassConsultant
    Is Full-time employeeYes
    StatusActive  
    Pay GradeSalary Grade 16 (GR-16) 
    1. Log in to your instance.

    2. Navigate to Manage Data

    3. Choose Create New → Job Classification

      Use the data in the table, Job Classification  Data.

    4. Select Save.

    5. Verify that the new Job Classification was saved.

Task 5: Create a new Pay Range

Steps

  1. Go to Manage Organization, Pay and Job Structures to create Pay Ranges using the details in the table.

    Pay Range Data 

    Effective Date

    Pay Range ID

    NameLegal EntityMinimum - Maximum PayCurrencyFrequencyPay Grade  
    January 1, 2025US_ST_H D_ENGStorage  Hardware  Engineer ACE USA85,000 - 95,000 USDAnnualSalary Grade 16(GR-16)
    January 1, 2025DEU_ST_ HD_ENGStorage  Hardware  Engineer ACE Germany75,000 - 95,000 EURAnnualSalary Grade 16(GR-16)
    1. Go to Manage Organization, Pay and Job Structures.

    2. Use the data in the table, Pay Range Data.

    3. Select Save → OK.

    4. Verify that the new Pay Range was saved. 

    5. Repeat the steps to create the second pay range record.

Summary

Here are the key takeaways from the lesson:

  • SAP SuccessFactors provides standard Foundation Objects that can be used to store company-specific information.
  • A set of Foundation Objects are XML-based and the rest are MDF-based Objects.
  • Foundation Objects are categorized into organization-related, pay-related, job-related and others.
  • Manage Organization, Pay and Job Structures is used for managing XML-based records while Manage Data is used for managing MDF-based records.