Configuration workbooks are used to capture customer configuration requirements for all components of SAP SuccessFactors Recruiting. It’s a representation of the system configurations. There are five configuration workbooks for SAP SuccessFactors Recruiting. You will use the last three workbooks listed to implement Recruiting Marketing.
Recruiting Management
Recruiting Posting
Recruiting Marketing/Career Site Builder
Candidate Relationship Management
Advanced Analytics
The workbooks are updated each quarter, so be sure to download a new version from SAP PartnerEdge when you begin a new project.
Implementation Assets for SAP SuccessFactors Recruiting
Consultants with the SAP SuccessFactors Professional Services team created recordings on how to use the workbooks. View these from the Recruiting Learning Room.
Implementation Videos for SAP SuccessFactors Recruiting
General Workbook Instructions
Follow these guidelines for creating a workbook:
- Be diligent and document every customer decision through the project lifecycle.
- A goal is for customers to own the workbooks as much as possible. We recommend going through the workbook with the customer at the start of the implementation and complete the first tabs. For example, in the Recruiting Marketing workbook, work together on tabs for Site Settings, Global Elements, and Homepage. Then allow the customer to fill out some tabs on their own, for example, to enter their social links.
- When the implementation is complete, the customer owns and maintains the workbook.
- The blue tabs at the start of the workbook are informational.
- Anything that is grayed out doesn’t need to be populated.
- If desired, use the white space on the page to add screen caps of the configuration, for example, for custom headers and data capture forms.
- Does your customer have more than one requisition template that needs to be mapped, talent pool status set, or other element? You can duplicate the workbook tab for each, or it may be easier to add additional columns instead.
- Also notice the Component Options tab, which can be duplicated.
- The workbook doubles as the localization workbook. See the unit on localization for additional details.
Iterations in the Workbooks
Follow these guidelines for documenting iterations in the workbook:
- Document the original decisions for iteration 1.
- If changes are made during subsequent iterations, enter an X in the IT2 or IT3 column, and highlight the cells that were updated.
- Optionally, add a comment. If there are multiple changes during one iteration, use comments.
- A tab is not included to get sign-off for each iteration, as most consultants use email for this.