Creating an Instructor Role

Objective

After completing this lesson, you will be able to create and assign an instructor role.

Instructor Role Creation

An instructor within SAP SuccessFactors Learning is any user responsible for delivering training. Instructors can be created as resources in the system, allowing them to oversee one or more time slots for a class.

If instructors need additional functionalities within the system, they must be granted access to the Instructor interface. This interface can be accessed in the Learning module under the My Classes tab.

From the Role Management left menu, the Default Instructor Role is opened and the Permissions tab is selected.

The default instructor role is a system default role that is recommended for use when creating a new instructor role. This is because the default role includes all available permissions and may be updated or overwritten in future releases. It serves as a solid starting point for developing custom instructor roles.

To customize the permissions for a specific instructor, you should edit this role by including only the necessary permissions and removing any that are not needed. This will help ensure that instructors have the appropriate access tailored to their responsibilities.

Steps for Creating Instructor Roles

To provide a user with access to the Instructor interface, follow these steps:

  1. Create an Instructor entity: Set up an Instructor entity for the user and assign the desired instructor role.
  2. Associate the Instructor entity with the user: Choose the user in the Related User field of the Instructor entity.
  3. Authorize to Teach: Use this tab to include the instructor as a resource for one or more class time slots.
  4. Record Completions: If the instructor will be adding history records for ad hoc classes, ensure they are authorized for one or more relevant items.

Assign a User to the Instructor Role

Business Example

In this exercise, you will learn how to assign a user to the Instructor role.

Steps

  1. Assign a user to the Instructor role.

    1. Log in to SAP SuccessFactors HCM as a Learning Administrator and navigate to Learning Administration → People → Instructors → Add New.

    2. Add your Admin ID in the Instructor ID field.

    3. Add your last and first names.

    4. Choose ACME-CORP for the Security Domain.

    5. Select the Role dropdown and choose Default Instructor Role.

    6. Add your email address in the Email address field.

    7. Add your User ID in the Related User field.

    8. Select Add to create the Instructor entity.

    9. Select the Authorized to Teach tab.

    10. Use the add one or more from list link to search for and add classes the instructor is authorized to teach.

    11. Select Add.

    12. Select Apply Changes.

Summary

  • An instructor in SAP SuccessFactors Learning delivers training.
  • Instructors need the Instructor interface for additional functionalities.
  • The default instructor role includes all permissions and serves as a starting point for custom roles.
  • Customize instructor roles by editing necessary permissions and removing unnecessary ones.

Learning

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