Reviewing the What's New Information in the 1H 2024 Release

SAP SuccessFactors made numerous minor visual enhancements in 1H 2024. The following enhancements are of particular note, although many less-visible enhancements have been made.

The entries in the table are of four visual change types:

• Text changes (labels, error messages, roll-over text)
• Iconography (new or changed icons)
• Interaction pattern (new position of interaction, new order of list, new or changed buttons)
• Styling (design treatment, changes to themes, adopting an SAP style)

Each entry may contain one or more change types. Please note that the list isn’t exhaustive.

We want to provide customers with a detailed list of visual changes in each release.

Use the Product, Module, Change Type, and Valid as Of filters to get the list of changes you're interested in. Use the text search in Before and After columns to further narrow down the result. To expand an image, click the magnifying glass.

SAP Fiori for AndroidSAP Fiori for WebSAP Fiori for iOSText Replacement

We are delivering additional application-specific rule scenarios for various modules in the SAP SuccessFactors HCM suite.

The creation of Basic Rules is no longer supported. Therefore, you must use a rule scenario for your use case.

The new rule scenarios are available in Admin Center → Configure Business Rules +(Create New Rule) → Rule Category.

See the table here.

Rules based on application-specific rule scenarios have reduced risk of misconfiguration and the process of rule creation is simpler.

For Global Benefits, the rule scenarios had their own individual checks in the Check Tool functionality. These no longer exist and have been replaced by a singular global check called CheckExecutorRuleValidationRuleScenario. It is displayed as All Assigned Benefits Rules are Valid. All rules that are registered under CheckExecutorRuleValidationRuleScenario will be checked when you run it.

Related Information

Rule Scenarios for Employee Central Core

We've introduced a few general enhancements to improve Centralized services.

Cross-Entity Rules	In the previous version, it was only possible to configure 5 cross-entity rules for each entity. In the current version, there is no longer any limit for cross-entity rules for each entity.
Setting Effective Start Date with onSave Business Rules	In the previous version, if a user added a new record in the UI, then the new effective start date was only saved if it was later than the one in the previous record and earlier than the one in the subsequent record (if there is one). Otherwise the originally entered effective start date was saved and the rule result not taken into account. The system allowed the creation of these records, although they were inconsistent. In the current version, the calculated effective start date is saved if it is later than the date in the previous record and earlier than the subsequent record (if there is one). Otherwise, the system now informs you that the effective start date could not be overwritten by the system and requests that you manually update the date.
Start Date Syncing in Manager Self-Service	In the previous version, in transactions that involved Job Information, Compensation Information, and Job Relationships, the start dates of these entities could be overwritten by business rules, meaning that the start dates between Job Information and Compensation Information were not kept in sync, which meant that there was inconsistent data in the system. In the current version, the start dates of Job Information and Compensation Information involved in one transaction are kept in sync by the system. This means, that the dates can be changed by business rules but that the system ensures that only consistent data is saved. The start date set for Job Information always wins over the start date of Compensation Information, as long as Job Information was involved in the same UI transaction and not added by a cross-entity rule. There is no automatic start date syncing to or from Job Relationships.	-

We made these changes to prevent data inconsistencies in your system as well as make it easier to migrate from Basic rules to application-specific rules.

Cross-Entity RulesData Validation for Job Information (MSS and History UI)Rule Handling with Manager Self-Service

We have introduced universal support for some of the Centralized services entities. These entities are no longer governed by the configuration option.

The following table lists all the previously delivered universal items in addition to the current release items marked as 1H 2024 in the Release column.

For more information about the overall release strategy for Centralized services, review the Employee Central Innovation Alert in the SAP SuccessFactors Customer Community.

Employee Central using Centralized services targets consistency regarding system behavior, validations, functionalities across UIs, imports, and APIs. With this enhancement, you have access to the supported Centralized services entities by default.

In the current version, the Centralized services entities are made available by default.

In the previous releases, the listed Centralized services were available by enabling them in the Admin Center.

Centralized Services in Employee CentralCentralized Services for Employee Data Imports

We've made several improvements to the Manage Pending Hires tool including adding and changing icons, and adding error messages.

We've introduced the Automatic Hire feature this release. The applicants that aren't successfully hired in the Automatic Hire process are displayed on the Manage Pending Hires tool where they can then be processed manually.

The screenshot shows the Manage Pending Hires in the current version with the new and changed icons besides the applicant names.

Two new icons have been added to the Manage Pending Hires tool:

• Automatic Hire icon: This icon indicates that the applicant has been through the Automatic Hire process.
• Alert icon: This icon indicates that there was an issue encountered during the Automatic Hire process and the process couldn't complete. The reasons could be:
  • There's missing or incorrect configuration (including missing values for mandatory fields in Employee Central)
  • When the applicant is coming from Recruiting, there could be a duplicate or a matching user.

In the current version, when you select the Alert icon, a popup window with the message as seen in the screenshot is displayed. Selecting the Hire button takes you to the Add New Employee page.

Also, when hiring an applicant with the automatic or manual hire process, if there's a pending workflow or sent back workflow, when you select the applicant's name, you see the error messages as shown in the screenshots.

When you click on the Applicant’s name, you see the error about pending workflow and are not able to trigger a new workflow for this applicant.

When you click on the Applicant’s name, you see the error about sent back workflow and are not able to trigger a new workflow for this applicant.

In the current version, we have also changed the following icons:

• Sent back by approver: Indicates there is a sent back workflow for the applicant
• Pending approval: indicates there is a pending workflow for the applicant
• In draft: indicates there is a draft created and saved from the Add New Employee page during the hire or rehire process.

We made changes to the user interface and the error messages in the Manage Pending Hires tool to support the Automatic Hire feature.

Automatic HireFeatures Of Manage Pending HiresIcons in the Manage Pending Hires ToolHuman Capital Management Blog by SAP - Automatic Hire

Email addresses in Employee Central are now validated by default. We've removed the Activate Email Validation in scorecard setting that controlled the email address validation from the Company System and Logo Settings page.

Whenever there's a change to email addresses, their formats are automatically checked. This enhancement improves data quality by preventing any invalid email addresses and saves configuration efforts.

How It Looks Now

In the current version, the option Activate Email Validation in scorecard under Admin Center → Company System and Logo Settings has been removed. The email address validation is now universally applied in Employee Central.

How It Looked Before

In the previous version, the option was off by default. Administrators had to manually enable it if they wanted to get the email address validated.

Email

On your mobile device, we have added additional Employee Central Quick Actions to view or update personal and emplyoment data.

Once the templates and the permissions are set up, the Employee Central Quick Actions are available for use in SAP SuccessFactors Mobile.

To view or change their own information, an employee selects Manage My Data on the home page. To view or change information for their reports, a manager selects Team → More Actions.

Here are the new supported use cases: (where change includes the ability to add or delete a record)

• Change Addresses
• Change Email Addresses
• Change Emergency Contacts
• Change Job Relationships
• Change Phone Numbers

• Demotion

• Furlough

• Suspension

• Return from Furlough

• Return from Suspension

• View Addresses
• View Email Addresses
• View Emergency Contacts
• View Job Relationships
• View Phone Numbers

Employee Central Quick Actions simplify the Manager and Employee Self-Service experience by displaying only those fields required for a specific use case.

Once you have set up the Employee Central Quick Action in the web application, and assigned permissions, the Employee Central Quick Action can be used in mobile applications.

For more information about the settings, refer to the Configuring an Employee Central Quick Action Template topic.

You have the User Permissions → Employee Central Quick Actions permission for each template. Permissions must be granted to the target user group for each template created.

For the full list of the required permissions, refer to the Configuring an Employee Central Quick Action Template topic.

How It Looks Now

The View Phone Numbers Quick Action shows you the available phone numbers for an employee.

How It Looks Now

The Change Phone Numbers Quick Action shows you the available phone numbers for an employee to change.

New and Enhanced Employee Central Quick Actions for Employee and Manager Self-ServicesEmployee Central Quick Actions"When Can I Try Those New Features in SAP SuccessFactors Mobile?"

The latest People Profile features a brand-new public view of your profile, consisting of Profile Preview and Spotlight, along with more intuitive user interactions.

Profile Preview greets visitors with an overview of the employee's essential details and allows you to do the following:

• Perform common actions in the Profile Preview of other people, including calling and emailing.
• Personalize your public profile, simple and fast, from updating your profile picture, background picture, to writing your self-description.
• Switch between multiple employment records through a context switcher.
• View or update specific employee data or go to another SAP SuccessFactors application right from the list of Actions.

Spotlight presents dynamic information in cards to enhance self-branding and foster internal connections. The following cards are available:

• About Me Video
• Badges
• Reporting Line
• Organization
• Work Experience
• Upcoming Absence
• Skills
• Competencies
• Target Roles
• Mentoring

Here's what Profile Preview looks like:

Here's what Spotlight looks like:

Based on user feedback, we redesigned the public view of People Profile, empowering employees to build their personal brand and establish connections with ease.

The Profile Preview and Spotlight of the latest People Profile are enabled by default. A switch that allows users to toggle between the latest and legacy experience is available on the page Settings → New Experiences.

As an administrator, you can hide this new experience switch and opt out of the latest People Profile experience for all users by deselecting the setting Admin Center → Company System and Logo Settings → Enable the latest People Profile.

For more information about the latest People Profile experience in mobile apps, refer to the Related Information section.

To access the latest People Profile, you must have the User Permissions → General User Permission → User Search for the specified target population.

To view data from other SAP SuccessFactors applications in People Profile, you must have the same role-based permissions as those required for the applications. For more information, refer to the Related Information section.

Latest People Profile User ExperiencePrerequisites for People ProfileManaging the Latest People ProfileNew Experience for People Profile Now in SAP SuccessFactors MobileDeprecation of Legacy People Profile

When a placeholder in the Document Generation Template is mapped to Work Permit Information, then the generated document will display work permit data specific to a single employment, rather than the employee's whole employment history.

Employee Central contains Work Permit Information for each employment of an employee. In order to remain consistent, Document Generation had to also adopt the processing of the Work Permit Information data as User based (pre-employment) rather than Person-based.

In the current version, when generating a Document Generation Template with placeholders mapped to Work Permit Information, the document would display Work Permit data applicable to the selected user for a single employment. Due to this enhancement, there could be a change in the data shown in the Generated Document when compared to previous releases.

In the previous version, when generating a Document Generation Template with placeholders mapped to Work Permit Information, the document would display Work Permit data from all employments.

What Is Document Generation?

A new solution is now available that enables users to create job requests for calculating employees' seniority data.

Previously, the work seniority data was manually input and edited for employees. In the new solution, you can alternatively configure the data source, calculation processes, and user mappings for employees' seniority data.

The following new MDF objects are available in Manage Data. You can use these objects for configuring employee seniority calculations and viewing calculation results.

• Seniority Calculation Selection Item: Use the object to create selection items included in or excluded from seniority calculation, configure the data source and its data processing method for the selection items.

• Seniority Calculation Policy: Use the object to configure the seniority calculation policy.

• Seniority Calculation Process: Use the object to configure the seniority calculation process and map calculation policies with user groups.

• Seniority Calculation Result: Use the object to view and check the seniority calculation result.

There's a new job type, Seniority Calculation available in the Job Scheduler. This job is used for calculating employees’ work seniority data based on the Seniority Calculation Process.

We made the enhancement so that users can have immediate access to accurate and up-to-date seniority data in compliance with legal regulations.

Before using this new feature, you need to first switch on Enable Employee Seniority Calculation under Admin Center → Manage Employee Central Settings.

You have the following role-based permissions:

• Administrator Permissions → Metadata Framework → Manage Data

• Administrator Permissions → Admin Center Permissions → Manage Scheduled Jobs

• View and edit permission under → User Permissions → Time Management Object Permissions → Time Type

• View and edit permission under User Permissions → Miscellaneous Permissions → Seniority Calculation Result

How It Looks Now

Seniority Calculation Process

Seniority Calculation Policy

Seniority Calculation Selection Item

Job Type for Employee Seniority Calculation

Implementing Employee Seniority Calculation

You can now use the Address Typeahead and Address Validation services independently or together for accurate address data.

The Address Typeahead feature simplifies the process of entering accurate address data and displays address data at the level that is searched and selected.

Configuration Requirements

You need to have a license for the microservice from SAP Data Quality Management, microservices for location data (DQM microservices).

How It Looks Now

In the current version, Address Typeahead and Address Validation Service are supported and can be used independently or together in the Employee Central System.

In the previous version, the Address Typeahead feature wasn't supported for employee address information. Only employee address validation in the Employee Central System was supported.

What is Address Typeahead and Address Validation Service?

The latest People Profile in mobile apps features a brand-new public view of your profile, consisting of Profile Preview and Spotlight, along with more intuitive user interactions.

Profile Preview greets visitors with an overview of the employee's essential details and allows you to do the following:

• Perform common actions in the Profile Preview of other people, including calling and emailing.
• Personalize your public profile, simple and fast, from updating your profile picture, background picture, to writing your self-description.
• View or update specific employee data or go to another SAP SuccessFactors application right from the list of Actions.

Spotlight presents dynamic information in cards to enhance self-branding and foster internal connections. The following cards are available:

• About Me Video
• Badges
• Reporting Line
• Organization
• Work Experience
• Upcoming Absence
• Skills
• Competencies
• Target Roles
• Mentoring

Here's what Profile Preview looks like in the iOS app:

Here's what Spotlight looks like in the iOS app:

Based on user feedback, we redesigned the public view of People Profile, empowering employees to build their personal brand and establish connections with ease.

The Profile Preview and Spotlight of the latest People Profile are enabled by default in mobile apps. A switch that allows users to toggle between the latest and legacy experience is available on the page Settings → New Experiences.

As an administrator, you can hide this new experience switch and opt out of the latest People Profile experience for all users by deselecting the setting Admin Center → Company System and Logo Settings → Enable the latest People Profile.

Role-Based Permission Prerequisites

To access the latest People Profile, you must have the User Permissions → General User Permission → User Search for the specified target population.

To view data from other SAP SuccessFactors applications in People Profile, you must have the same role-based permissions as those required for the applications. For more information, refer to the Related Information section.

Latest People Profile User ExperiencePrerequisites for People ProfileManaging the Latest People ProfileNew Experience for People ProfileDeprecation of Legacy People Profile"When Can I Try Those New Features in SAP SuccessFactors Mobile?"

There is a new diagnostic tool in the system to help you solve configuration issues with HRIS elements in workflows as well as data saved in Manager Self-Service (MSS), Employee Self-Service (ESS), and Add New Hire (for Hire and Rehire) transactions when they are made using the Edit, History, or Take Action options.

This diagnostic tool provides separate sections for workflow details for HRIS elements as well as country/region-specific HRIS elements and a snapshot view of each processing stage in MSS, ESS, and Add New Hire transactions. Checking the snapshot view can help give you an idea at which stage of the processing the issue could have happened as well as the option to check the individual details.

• Details about workflow approvers

• Email trigger information

• Each action such as workflow initiator/workflow approval/send back and who performed which action

• Values for selected Workflow ID, Workflow Configuration ID, Workflow Derivation Rule, and Escalation Configured have links that take you directly to corresponding details

• Gives a snaphsot view about each stage of the transaction, including changes from business rules, forward propagation, and so on

• Shows all the field level transaction details about the fields that were changed

• Enable tracing for 15 minutes to help find issues

  We have created a new Diagnotics Tracing Configuration MDF object for this new tool as well.

This new tool aims to help you solve configuration issues yourself quickly and efficiently without having to contact SAP Support.

You have the Administrator → Diagnostic Tool → Diagnostics Tracing Configuration permission.

You have the Administrator → Diagnostic Tool → Workflows Diagnostics Data permission.

You have the Administrator → Diagnostic Tool → Centralized Services Diagnostics Data permission.

You have the Administrator → Admin Center Permissions → Access Diagnotic Tool permission.

How It Looks Now

How It Looks Now

Using the Diagnostic Tool

We've introduced new validations and general enhancements to improve the data import process.

Scheduling Data Import Jobs	You can now schedule an import job from the Admin Center. This no longer has to be done in Provisioning.
Association Validation	During imports, the system validates associations in cases where the field criteria is MDF System Internal Code. The system displays a warning message for invalid configurations.

We have made these changes to improve your user experience and remove inconsistencies in the system.

You can create a recurring job request in Admin Center → Scheduled Job Manager → Job Scheduler → Create Job Request.

Scheduling Data Import Jobs

We reengineered the way users track, access, and handle their pending workflow requests.

A new quick action on the home page, View Pending Workflows, gives users immediate access to requests that require their attention. These requests are organized into five categories on the new Pending Workflows page (formerly known as "Pending Requests"):

• My Requests for Approval: This category includes requests that the user has submitted and are currently awaiting approval from others. Users can see who is expected to approve each request.

• My Requests Sent Back: This category includes requests that the user has submitted but have been sent back for further action. Users can update and resubmit these requests.

• Pending Requests That I Approved: This category includes requests that the user has already approved and are now awaiting approval from others. Users can see who currently has the request.

• Requests for Comment: This category includes requests where the user has been added as a contributor, with the role of providing comments to facilitate processing.

• Requests for Information: This category includes requests where the user has been added as a CC role, allowing them to stay informed and follow up on completed workflows.

In addition, the new UI no longer lists requests waiting for the current user's approval, as these requests can be found at the home page To-Do Menu → Approve Requests → My Workflow Requests.

Please also note the following:

• The tabs Requests for Comment and Requests for Information of the new UI only show workflows triggered after 1H 2024. To view all workflows that would be listed under My Notifications, users can go back to the old UI.

• Some requests displayed in these two tabs might not be available in the My Notifications section of the old UI, due to a different approach adopted to handle invalid workflow participants.

These enhancements optimize users' experience when it comes to accessing, prioritizing, and responding to pending requests, which are essential aspects of their everyday work.

This feature is enabled by default for all users with proper permissions. However, for users who aren't ready for the new UI, they can still use the Previous Version switch on the page to revert to the old Pending Requests UI.

As with the old Pending Requests page, you must have the view permission to Employee Views → Pending Requests.

By default, the home page shows the first 16 enabled quick actions. If you don’t see View Pending Workflows, please go to Manage Home Page to enable it and move it up.

The new UI organizes pending workflows into five categories.

How It Looks Now

The old Pending Requests UI shows requests in four sections.

How It Looked Before

View and Process Pending Workflow Requests in Mobile AppsAccessing Workflows from the Home Page

The Pending Requests page in Employee Central Workflows will reach the End of Development on May 17, 2024 and be deleted on November 15, 2024.

Future dates are subject to change.

Starting from the 1H 2024 release, users have a new page, Pending Workflows, to access requests that require their attention. Compared to the legacy Pending Requests page, the new page offers a visually appealing interface and more efficient organization of information. While both user interfaces will be available between 1H 2024 and the date of deletion, we strongly recommend that customers transition to and make the most of the new user interface.

The feature of triggering workflows through XML files (YouCalc rules) will reach the End of Development on November 17, 2023 and be deleted on November 17, 2025.

Future dates are subject to change.

Until 1H 2023, customers can trigger workflows through imported XML files or through business rules. Starting from the 2H 2023 release, new customers will be prevented from importing XML files to trigger workflows; they can only trigger workflows through business rules. Meanwhile, we recommend that existing customers migrate their existing rules from XML files to business rules before the Deleted date.

Using XML files to trigger workflows requires access to Provisioning and demands high skill levels of users. Business rules, which are defined by users themselves in Admin Center, offer a more intuitive and more flexible way to perform the same job.

• Visit the SAP SuccessFactors Customer Community page, Deprecation of XML File-Based (YouCalc Rules) Workflow Triggering in 1H 2025 Release, for all the latest updates and discussions.

• To learn more about triggering workflow through business rules, refer to Triggering Workflows with Business Rules.

You can now set up your system so that applicants from Recruiting, or Onboarding, or Recruiting and Onboarding are automatically hired into Employee Central with no manual intervention in the Manage Pending Hires tool.

Automatic Hire only supports the following processes:

• For Recruiting:
  • Regular Hire
  • Concurrent Employment (CE)
  • Global Assignment (GA)
• For Onboarding:
  • Regular Hire
  • Rehire
  • Rehire with New Employment

For a list of processes not supported, see Automatic Hire.

All onChange, onSave, and onPostSave rules are supported by Automatic Hire.

An applicant appears with the Automatic Hire icon after their name in the Manage Pending Hires tool if there’s a need for manual intervention in the hiring process. These scenarios include those where a workflow is involved or where a data-related error occurs during hiring. For additional details, see Enhancements to Manage Pending Hires Tool

Automatic Hire provides an easier and more efficient process that avoids the need for manual steps and reduces the time to hire applicants.

There is no additional configuration needed in Employee Central for this feature.

Enable Admin Center → Onboarding General Settings → Submit Onboarding Data Using Centralized Services.

A new setting in the Onboarding General Settings page, called Enable Automatic Hiring for Onboarding controls the feature.

You can create a business rule using the scenario Trigger Automatic Hiring of Applicants for Onboarding in the Configure Business Rules page. Then, you can configure the rule by selecting the rule scenario for Rule for Automatic Hiring Configuration in Manage Data → Onboarding Configuration.

Enable Enable Recruiting Business Rules in Admin Center → Manage Recruiting Settings → Business Rules.

A new setting in Manage Recruiting Settings → Applicant Profile Settings called Enable Automatic Hiring for Recruiting activates this feature in Recruiting.

You can create a business rule using the scenario, Job Application: Trigger Automatic Hiring of Applicants in Configure Business Rules. You can then add a template-level rule for Rule for Automatic Hiring in Manage Rules in Recruiting → Job Application to trigger the feature.

Automatic HireCreating Business Rules for RecruitingCreating a Business Rule to Trigger Automatic Hiring of Applicants for OnboardingHuman Capital Management Blog by SAP - Automatic Hire

If you've enabled AI-assisted features in your SAP SuccessFactors application, an acknowledgment message is displayed when users choose any AI-assisted capability on the user interface.

The acknowledgment message informs users about the possible inaccuracies of the results generated by AI systems and recommends them to review all AI-generated content before completing their work. The following is a screenshot of the AI Usage Acknowledgment dialog.

Users can choose one of the following options on the AI Usage Acknowledgment dialog to determine whether to use AI-assisted capabilities in their work:

• Continue: Confirms that the user is aware of the possible limitations of AI-generated content. After choosing this option, they can use AI-assisted capabilities in the SAP SuccessFactors application.
• Note

  Once users choose to continue, the acknowledgment message doesn't appear in subsequent sessions when they engage with AI-assisted features across any SAP SuccessFactors application. However, users can view the acknowledgment statement again by choosing the AI Usage Acknowledgment option from their user profile menu.

• Decline: Confirms that the user doesn’t prefer to use AI-assisted capabilities in their work. The acknowledgment message appears every time they sign in to any SAP SuccessFactors application and choose an option that triggers an AI-assisted workflow.

  We introduced the AI usage acknowledgment to ensure the following:

• All users understand that AI models may introduce errors and inaccuracies in generated content. It's important for users to review and make any necessary corrections to ensure the accuracy of AI-generated content.

• Each individual user has the option to choose whether or not they want to use AI-assisted capabilities in their work.

The user profile of the logged-in user includes a new AI Usage Acknowledgment option that allows the user to view the acknowledgment statement anytime later.

Data Protection and PrivacyViewing the AI Usage Acknowledgment Statement

We’ve introduced a new page named AI Services Administration in Admin Center. This page contains the options to enable AI-assisted features in your SAP SuccessFactors applications.

Here's a screenshot of the AI Services Administration page.

With this enhancement, you can enable AI-assisted features for all SAP SuccessFactors applications from a single page.

You have the Administrator → Manage AI Capabilities → AI Services Administration permission.

Admin CenterPermission to Access Admin CenterAccessing the AI Services Administration Page

You can use the My Team Positions page to manage and update the positions of your team.

Access the My Team Positions page by:

• Using the new Manage Team Positions quick card on the Home Page.
• Selecting the new My Team Positions tab among the tabs on the Company Info page.

The My Team Positions page has two sections:

1. With Assigned Employees
2. Without Assigned Employees

The page shows up to 50 of a manager's active lower-level positions. The positions are displayed in ascending order, based on the position external code. Only positions that are valid and effective today are displayed. Future-dated positions aren't shown.

The position tiles show the top three fields configured for the position org chart. It shows the incumbents of a position. You can also select View in Position Org Chart, which takes you to the position in the Position Org Chart. You need the permission to view the chart.

You can define Employee Central Quick Actions for positions using templates for commonly used actions on positions, such as creating and editing. Using the templates, you can tailor use cases for your company and business requirements.

The Employee Central Quick Actions are available in the Actions menu on each tile on the My Team Position page.

A template allows you to limit the number of fields shown to the user to the ones relevant for a given use case. For each predelivered use case, you can create up to 5 active templates. Each Employee Central Quick Action allows a definition of 8 standard and custom fields in total.

Once you have set up the templates and set the permissions, the Employee Central Quick Actions are available for use from the following locations:

• Web Application

  • To create a new same-level position, a manager selects the new My Team Positions quick action on the home page.

  • To edit the location of a position, a manager selects the My Team Positions quick action on the home page.

• Joule. Joule in SAP SuccessFactors

Joule currently only supports the Create Same-Level Position (Copy Rule) use case.

Existing configurations for your business processes are accepted by the system, for example, workflows, as well as permission settings, including field level overrides.

For business rule handling, the system executes the following rules for target fields, even if they are not visible in the UI.

• onChange
• onSave
• Validation
• onPostSave

We offer the following predelivered use cases:

• Create Same-Level Position (Copy Rule)
• Create Same-Level Position (Copy All Fields)
• Change Location of Position
• Change Job Details of Position
• Change Organizational Data of Position

You can also select View in Position Org Chart, which takes you to the Position in the Position Org Chart. You need the permission to view the chart.

The My Team Positions page simplifies the manager experience by providing managers with one place to manage the positions of their team. The templates simplify the manager experience by providing guidance and hiding complexity, since the amount of fields displayed are reduced to meet the use-case-specific needs.

In an earlier version of this topic, we stated that Joule was restricted to the use of the Create Same-Level Position (Copy All) quick action, when it is in fact the Copy Rule use case.

The Manage Team Positions quick action on the home page is enabled by default. It is only displayed for managers who have direct reports with lower-level positions. To disable the Manage Team Positions quick action on the home page, go to Admin Center → Manage Home Page → Quick Actions.

To see the My Team Positions page in Company Info, you must be a manager who has direct lower-level positions.

To configure the template, you have the Administrator Permissions → Manage Business Configuration → Employee Central Quick Action Template permission.

You have the User Permissions → Employee Central Quick Actions permission for each template. Permissions must be granted to the target user group for each template created.

New and Enhanced Employee Central Quick Actions for Employee and Manager Self-ServicesEmployee Central Quick Actions for PositionsMy Team Positions Page

Using generative AI capabilities, managers can now generate insights into an employee's compensation as well as talking points to guide discussions about compensation.

To prepare for compensation talks with their direct reports, a manager needs relevant data, for example, from past compensation data, organizational pay bands/defined ranges, and market data.

The AI-generated insights are available in the Compensation History and Joule. The insights display:

• Year-on-year changes for:

  • Base Salary

  • One-Time Payments

  • Position within Existing Range

• Job Progression

  • Tenure

  • Promotions
  • Role Changes

• Pay Band Position: Where the compensation falls within the pay range for the role

These insights can identify any general discrepancies, anomalies, or patterns in an employee's compensation and employment history as well as identify any specific discrepancies such as pay equity or equality gaps based on gender or age or other criteria. Managers get insights into expiring long-term incentives, hiring trends, and company policies, which may not be obvious as decision-making factors. The insights can help managers understand how their employees' work aligns to the expectations of the pay bands or corporate goals, which can then help them to make better decisions for their promotion/progression. Managers spend less time on manual data compilation and more time making informed decisions.

We have improved the manager experience by generating insights into an employee's compensation and employment history to help managers prepare for conversations about promotions, progressions, and bonuses.

You've purchased the SAP AI Units license. For more information about SAP AI Units license, please contact your Account Executive.

You've enabled the AI Services Administration → Assisted Person Insights feature.

Admins have the Administrator → Manage AI Capabilities → AI Services Administration permission.

Employees have the User → AI Access → Assisted Person Insights permission.

How It Looks Now

How It Looks Now

AI Usage AcknowledgmentData Protection and PrivacyGenerating Compensation InsightsNew Use Cases Supported in Joule

You can define new and enhanced Employee Central Quick Actions using templates for commonly used Employee Self-Service and Manager Self-Services. Using the templates, you can tailor use cases for your company and country/region-specific requirements.

Based on customer feedback, we have increased the amount of allowed fields from 5 to 8. This means, that for most templates, if there are more than 8 fields to be displayed for the user, then the system won't let you add any more fields or it only displays the first eight fields from the data model on the UI. In addition, for specific use cases such as Promotion, admins can now choose from a list of allowed events.

For Job Relationships, there is a new validation to ensure that an employee is not their own manager. For a few other messages for Job Information and Job Relationships, we have improved the wording for better clarity.

Here are the new supported use cases: (where change includes the ability to add or delete a record)

• Change Addresses
• Change Email Addresses
• Change Emergency Contacts
• Change Job Relationships
• Change Phone Numbers

• Demotion

• Furlough

• Suspension

• Return from Furlough

• Return from Suspension

• View Addresses
• View Email Addresses
• View Emergency Contacts
• View Job Relationships
• View Phone Numbers

• For Employee Central Quick Actions with a base entity that supports the concept of a primary record, you can add a new record for an entity and set it to the primary record, or change an existing primary record.

• These new uses cases are listed in alphabetical order by type, with the primary record (if applicable) listed first. Emergency contacts are sorted alphabetically by contact, with the primary contact listed first.

For information about templates and system behavior, refer to the Employee Central Quick Actions for Employee and Manager Self-Services WNV topic from the 2H 2023 release as well as the Simplifying Employee and Manager Experiences with Employee Central Quick Actions blog post in the Community.

There are a few minor visual changes to the Employee Central Quick Actions in this release.

The templates simplify the Manager and Employee Self-Service experience by providing guidance and hiding complexity, since the amount of fields displayed are reduced to meet the use-case-specific needs.

We have removed the Admin Center → Manage Employee Central Settings → Person, Employment and Worker Type → Employee Central Quick Actions setting.

To show Manage My Data and Manage My Team quick actions on the home page, enable them at Admin Center → Manage Home Page → Quick Actions.

You have the Administrator Permissions → Manage Business Configuration → Employee Central Quick Action Template permission to configure the template.

You have the User Permissions → Employee Central Quick Actions permission for each template. Permissions must be granted to the target user group for each template created.

For the full list of the required permissions, refer to the Configuring an Employee Central Quick Action Template topic.

How It Looks Now

Employee Central Quick ActionsUse Cases for Employee Central Quick ActionsConfiguring an Employee Central Quick Action TemplateEmployee Central Quick Actions for PositionsNew Employee Central Quick Actions Available in SAP SuccessFactors Work ZoneNew Task Entries for Employee Central Quick Actions in Microsoft TeamsNew Use Cases Supported in Joule

We have enhanced the compensation structure, which helps you set up and manage complex pay structures, with more fields and validations.

The Compensation Structure object can be used in Manager Self-Services and the Compensation History UI. Enhancements include:

• Defining the currency and frequency in the Compensation Structure. If these are changed on the UI, the system does not allow the changes to be saved.

• Defining an association to one or more country/regions for which the Compensation Structure is valid. If no specific country/region is defined, then the Compensation Structure is valid for all countries/regions. If you try to assign a compensation structure to an employee in a different country/region than defined in the compensation structure, then the system does not allow the changes to be saved.

• Data Validation

  • To ensure that the correct currency is used for pay components as defined in the compensation structure

  • To ensure that the correct frequency is used as defined in the compensation structure

  • To ensure that a compensation structure with country/region associations can only be assigned to employees in the country/region defined in the compensation structure

The system validates all these changes as well to ensure that the data is correct and consistent before saving.

We are improving the experience to guide managers while editing compensation data along predefined compensation structures.

You have the Administrator →Manage Compensation Structure Objects → Compensation Structure permission. You also have permission to edit/view the Compensation Structure item.

You have the Administrator → Manage Compensation Structure Objects → Compensation Structure.Pay Components permission. You also have permission to edit/view the Pay Components required for the Compensation Structure.

In the previous version, these fields were not available.

Compensation StructureConfiguring the Compensation Structure Object