Managing Mobile Settings

Objective

After completing this lesson, you will be able to manage mobile settings.

Mobile Feature Enablement

The Mobile Settings page is shown with the Mobile Specific options displayed.

Mobile settings are enabled by going to Action Search→Enable Mobile Features, and selecting the mobile features you wish to enable. This functionality helps you to select which modules are available to your mobile users. The features include: having a mobile access code to access a mobile device and enabling mobile advertisements.

The Enable Mobile Feature has the following distinct sections:

Mobile Specific: The features in this section allow you to view and control basic mobile functionality. (e.g., Theming, on-device support, PIN, copy functionalities, re-authentication, etc.)
Modules: In this section, you can view all the SAP SuccessFactors modules that are currently deployed in your instance and have mobile capabilities available.

Checking the checkbox will turn ON the functionality for all authorized mobile users. Unchecking the checkbox will turn OFF the functionality for all authorized mobile users.

Mobile Features

Mobile Features Table

Feature	Description
Home	Home is the default start screen in SAP SuccessFactors Mobile, where you can perform daily tasks and address pending requests. Access common tasks with quick actions Approve requests efficiently Receive reminders for upcoming events Stay updated on the latest organizational news
To Do List	The To-Do tab shows tasks on your personal To-Do List. To-do tasks are system-generated, as part of a business process or workflow. For example, it might include pending approvals, required learning, or performance review tasks.
People Profile	With proper permissions, you can do the following in the profile: View own and other employees' profile, including basic information like name, pronouns, job title, location, manager. Contact other employees through a call, an email, or a Microsoft Teams chat from their profiles. Update information on your profile, for example, your profile photo, personal data, and employment data. An redesigned experience of People Profile is now available. For more information, see Latest People Profile.
Manager Team View	Manager team view displays the status of your direct reports, information about your team, and gives you tools to help you manage your team. Specific use cases, such as changing the probation of an employee or changing working hours, are more flexibility configured to ensure only relevant fields are displayed.
Search & Org Chart	Search allows you to search for employees within your company and provides recent search results in frequency order. Org Chart allows you to browse your company's org chart hierarchy.

Examples of Module Use-Cases in Mobile

Module	Use Cases
Compensation	Reward and Recognition
Employee Central	Employee Self-Service (ESS) Manager Self-Service (MSS) Time Sheet (Widget) Time Off Payroll Summary Benefit Claims ASK HR Time Forms
Learning	(Legacy) Learning Assignments Learning Assessments Banners Custom Cards Reserved Seats (Legacy) Learning Library Classes Check for Classes
Onboarding	New Hire Onboarding New Hire Manager’s Activity
Opportunity Marketplace	General Assignments Learning Mentoring Job Roles Open Jobs
Performance and Goals	Goals Performance Reviews Continuous Performance Management 360 Reviews
Recruiting	Job Offer Approval Job Requisition Approval Candidate Interview Assessment Careers Push Notifications
Succession and Development	Development Goals Mentoring

Note

For additional information, please review the following:

SAP SuccessFactors Mobile: Implementation Considerations

SuccessFactors Mobile Implementation Design Principles (IDP) is LIVE now

Management of Mobile Settings

The Mobile area with the options that can be set are displayed.

SAP SuccessFactors currently supports the most popular mobile platforms in the market. As an administrator, you can enable or disable mobile settings for the employees of your company. Mobile features are accessed through the SAP SuccessFactors Human Capital Management (HCM) apps.

Mobile administration is simplified and aggregated in the Mobile Administration Panel. In this panel you will see main features that will help you deploy and manage Mobile for your company:

Enable Mobile Features
Manage Permission Roles
Manage Mobile Users

In this section, you learn how to enable mobile features, select mobile access permissions, and how to deactivate mobile devices.

Mobile User Management

Manage Mobile User displays all the users who have activated at least one mobile device. This list also shows how many devices are activated per user. From this page, choose the Export All Mobile Users button to download a .csv file containing the full list of mobile users and the number of devices each one has activated.

You can deactivate the device of a mobile user by entering their first name and last name, or username, into the People Search field. When you select the name of the user, a list of devices associated with that user is available, along with the option to activate or deactivate the device.

Select Send a New Mobile Activation E-mail at the bottom of the page to resend the mobile activation e-mail to a specific user. This functionality is only available if you have activated the Mobile Activation feature.

Selection of Mobile Access Permissions

The Edit Administrators page is shown with the Moble Access area on the General User Permission area highlighted.

To specify which users can access their SAP SuccessFactors account, navigate to Manage Permission Roles→(select the role you want to grant mobile access to)→Edit→Next→General User Permission→Mobile Access, and then choose the permission role you want to allow your users to access.

To have a controlled rolled out strategy, follow the steps above, but instead of selecting All Employees, select the groups targeted for rollout. You can create a new specific "Mobile" group if needed. You can give mobile access rights to as many groups of users as you wish, and gradually roll out mobile access to different groups of users.

Mobile E-mail Notification

The Mobile Activation Notification is highlighted on the E-Mail Notification Templates page of Admin Center.

The Mobile E-mail Notification feature simplifies the mobile user activation process and raises awareness of the mobile capabilities among your workforce, we created a Mobile E-mail Notification feature. This feature enables you to customize an e-mail template that will be used to send a single e-mail notification to all users who have been granted mobile access.

When users receive the e-mail they see two links. When the links in the e-mail are selected from their mobile devices, the users can perform the following functions:

Download and install the SAP SuccessFactors mobile application from the corresponding app store. This redirecting is automatic, based on the mobile operating system that is detected.
Activate the mobile application from the device. This process leverages the regular SAP SuccessFactors web application login mechanism.

Select E-mail Notification Template Settings and turn on the Mobile Activation Notification e-mail template that is now displayed at the bottom of the page as desired.

Mobile Device Activation

The Mobile activation settings are displayed.

You can activate the mobile device of a user by going to Settings→Mobile and entering the device activation code. After the device is activated, a list of devices associated with that user and the option to deactivate that device will be listed.

Follow this one time process to sync your SAP SuccessFactors Mobile app with your SAP SuccessFactors HCM account. Follow the step-by-step screens on your smartphone to generate your unique activation code:

Download the App
Visit your smartphone mobile app store from your smartphone and search for ‘SuccessFactors’. Follow the download instructions.
Enter the Activation Code
Log into your SAP SuccessFactors account from your PC. Select the Name menu. Select Mobile. Enter the Activation Code.

Configure Mobile Access Features

Business Example

Demonstrate how to enable mobile features.

ExerciseStart Exercise

Steps

Enable notifications and modules for mobile use.
1. From the Action Search go to Enable Mobile Features.
2. In the Mobile specific tab, activate the check-boxes for Notifications. Choose Turn ON and OK.
3. For the Modules, activate Employee Central/Display Payroll Information via profile. Each time, select Turn ON.

Lesson Summary

Enable and manage mobile settings to provide access to SAP SuccessFactors features on mobile devices.
Configure permission roles to control mobile access for specific groups of users during rollout.
Use the Mobile Activation Notification to streamline user onboarding and raise awareness of mobile capabilities.
Manage mobile users and devices, including activation, deactivation, and exporting user data.
Customize user access to SAP SuccessFactors modules with mobile-specific functionality and tools to enhance applicability.

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