Based on the content in this section, please review the list of implementation decisions your company may need to make before implementation begins and discuss them with your stakeholders, project team, and SAP SuccessFactors implementation consultants. In this way, you will be better prepared to begin the implementation.
- What different types of users will you need to access the system or be tracked in the system?
- What menu activities do you want to enable?
- What links and menus should only be available to certain types of users and not others?
- What approval processes might be needed for users to register into a class, withdraw from a class, or launch an online item?
- What approval roles (other than Manager levels 1 and 2) will need to be created?
- Will the users in these roles handle approvals by security domain or by organization?
- Should items with retraining reappear on the learning plan immediately or 90* days before they are next due? (Note: *90 days is just an example – you may decide how many days for each of these configuration settings)
- Should free-floating items be hidden from the learning plan until 90* days before they are due? (Note: *90 days is just an example – you may decide how many days for each of these configuration settings)
- Are there different types of users (such as employees, contractors, customers, or vendors) that should see certain menus and links but not others? User roles may be created and assigned to different users if necessary. Easy links may be distributed among these user roles.
- What content should appear on the first Landing Page and what content should appear on any other Landing Pages your company has created?
- Manager access to menus and actions is determined by permissions. What functions do you need to make available to your managers?
- Which actions do you want managers to be able to perform?
- If enabling the Manage Delegates feature for your company, you will need to decide whether the manager can pick and choose which permissions each delegate can perform. Or you can set it up so that managers delegate only those permissions configured in a predefined system-wide list.
- Which abilities should be available to instructors? Will some instructors have different permissions than others?
- Is there functionality you need instructors to have that is not available on the user side that would require them to have an administrator account and role?
- In addition to the standard activities that appear for a user (depending on their role), you can define up to 10 other Easy Links. Decide if you want to: set shortcuts to jump to other menus in the LMS, Create links to external sites that will open in separate browser windows, and limit the use of each link to a specific set of users based on user role (access to menus). What other links would you want or need to define?