Customizing the SAP SuccessFactors Instance

Objective

After completing this lesson, you will be able to customize SAP SuccessFactors themes.

Theme Creation, Editing, and Modification

The Manage Themespage, accessible from the Action Search in all SAP SuccessFactors Systems. Manage Themes lists all the SAP SuccessFactors standard and custom themes. The theme will determine the colors that users see in the interface. The Visible to column lists the theme that is currently shown to your employees. Manage Themes is automatically available to anyone with the Company System and Logo Settings permission

As an administrator, you have several options when working with themes.

Option in the Theme Manager

#	Option	Description
1	Search	You can search for a theme by starting to type its name or by filtering on locked (standard) or unlocked (custom) themes.
2	Edit	You can edit the custom themes by selecting the theme names. The standard theme names appear in a lighter color and are associated with a lock icon because they cannot be edited.
3	Default	There can only be one default theme per instance. This is the theme that will be visible to the employees unless there are in a group added in the column "Visible to".
4	Visible to	You can add groups of employees who will see a theme different than the default theme. The field used to group user to theme can be selected from Provisioning > Company Settings > Field used to group users to themes. There are three options: department, division, and location.
5	Revert	To stop testing the theme, you can choose Revert from the options menu.
6	Duplicate	This option allows you to copy an existing theme and is used to create a new theme by changing the existing theme.
7	Delete	Choosing this option will delete the theme. Only custom themes can be deleted.
8	Save or Cancel	These buttons allow you to save or cancel the changes based on your decision. They are always visible at the bottom of the browser and you do not need to scroll down to utilize them.
9	Save or Cancel	These buttons allow you to save or cancel the changes based on your decision. They are always visible at the bottom of the browser and you do not need to scroll down to utilize them.

Theme Settings for the Home Page

You can use the Theme Manager tool to apply theming to the home page.

The following theme settings are available in the Fine Tune → Home Page section:

Greeting text color: This is the color of greeting text (such as "Good morning!").
Card icon color: This is the color of icons used on cards.
Card link color: This is the color of hyperlink text used on cards.
Card button border and text color: This is the color of button border and button text on cards.
Card button hover color: This is the color of buttons on the home page when you hover or focus on them.
Background color (when you enable the latest home page experience) : A background color is recommended for the latest experience. Previously, you could configure the background for all pages or for all "landing pages", but not specifically for the home page.
Section title color (when you enable the latest home page experience)

These options give customers the capabilities to make the home page more consistent with other pages in the application.

Note

You cannot change the text color or background color of home page cards.

Horizon Visual Theme for SAP Fiori

Horizon visual theme is part of a design language for SAP Fiori, which is being applied across all SAP applications to deliver a consistent user experience. It provides a modern, friendly user interface and modular design system. It is a purely visual setting.

The Horizon theme is the standard base theme for the HCM Suite and is turned on automatically for all customers, by default. It cannot be disabled since release 2H 2023.

For further information check: Horizon Visual Theme for SAP Fiori

A horizontal visual theme based on the SAP Fiori standard of the Home Page is displayed.

Apply, Create, and Delete a Theme

Business Example

Themes determine the colors and look of your SuccessFactors instance. Your company theme was created during configuration; however, you can edit and modify it. You can customize how screens display across your company, or you can choose to have screens display differently according to group.

ExerciseStart Exercise

Task 1: Apply a Theme

In this exercise, you apply a different theme to your instance using the Theme Manager.

Steps

Apply a different theme to your instance using the Theme Manager.
1. Use the Action Search to navigate to Theme Manager.
2. On the Manage Themes screen, choose the "SAP Fiori with Evening Horizon (dark)" radio button in the Default column to set this as the default theme.
3. Select Save.
4. In the Save Changes dialog box, choose Yes.
5. Log out and log back in to see the changes.

Task 2: Create a Theme

In SuccessFactors you can use standard themes or create your own theme. You have been asked to create a new theme for use in your SuccessFactors instance.

In this exercise, you create a custom theme.

Steps

Create a theme using the Theme Manager.
1. Use the Action Search to navigate to Theme Manager.
2. On the Manage Themes screen, click on the three dots at the right-hand side of "SAP Fiori with Morning Horizon (light)" and choose Duplicate.
3. On the Create a Theme screen and in the Theme name field, enter SF Theme.
4. Choose the Page background color field, enter #9608FC.
5. In the Accent color scheme based on field, enter #9C81AA.
6. Choose the Generate button to create additional shades based on the #9C81AA color value. Then choose Generate again in the popup window.
7. Choose Save and then choose Save again in the popup window.
Make this theme the default theme.
1. Use the Action Search to navigate back to Theme Manager.
2. Choose the SF Theme radio button to make this the default theme.
3. Choose Save and then choose Yes in the popup window.
4. Log out and back into the system.

Task 3: Delete a Custom Theme

Your company has built up a repository of custom themes. You have been assigned to delete themes that are no longer in use. In this exercise, you delete a custom theme.

Steps

Delete a custom theme.
1. Use the Action Search to navigate to Theme Manager.
2. Select SAP Fiori with Morning Horizon (light) and make it the default again.
3. Select Save and in the Save Changes dialog choose Yes.
4. Log out and log back in.
5. Go back to the Theme Manager and delete the theme you created in the previous exercise SF Theme. Select the 3 buttons to the right of the theme you want to delete.

Result

You have applied, created, and deleted a Theme.

Lesson Summary

Learn to customize SAP SuccessFactors themes, including editing, duplicating, and deleting custom themes using Theme Manager.
Manage theme visibility across employee groups by configuring fields, such as department, division, or location settings.
Adjust home page theme elements, including greeting text, card colors, and section titles, for a consistent user experience.
Understand the Horizon visual theme for SAP Fiori, an integrated design language ensuring modern, unified user interfaces.

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