Configuring the country- and region-specific fields for Succession Data Model

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Configure the national ID and address in the CSF Succession Data Model when changes are needed
  • Configure global information in the CSF Succession Data Model when changes are needed
  • Configure Job information in the CSF Succession Data Model when changes are needed

Country-specific fields (CSF) Succession Data Model

The CSF Succession Data Model allows you to configure fields relevant to a specific country. For example, you can format home address fields differently for each country or add custom fields for selected countries. In the figure, Country Specific Fields (CSF) Succession Data Model, you can see the Personal Address block for two countries. On the left is a block for the United States, and on the right is a block for the Philippines. The different fields are made possible by the CSF Succession Data Model.

The HRIS elements that support country-specific configuration are as follows:

  • Global Information (globalInfo)
  • Addresses (homeAddress)
  • National ID Information (nationalIdCard)
  • Job Information (jobInfo)
  • Compensation Information (compInfo)
  • Employment Information (employmentInfo)
Note
The standard Country-Specific Succession Data Model used for implementation provides preconfigured country-specific fields for more than 100 countries. 

National ID in the CSF Succession Data Model

The National ID format group is preconfigured for countries in the standard Country Specific Succession Data Model. The configuration in the data model dictates the behavior of the fields in the user interface.

  • Country Id: determines the country-relevant format and fields that will be displayed in the system 
  • Format Id: indicates the national ID type for the country
  • Regular expression: determines the acceptable data format

In the figure, National ID in the CSF Succession Data Model, you can see that the acceptable format required for Social Security Number in the United States: three digits, a dash, two digits, a dash, and four digits. This is different from the acceptable format for the French INSEE. 

Home address in the CSF Succession Data Model

The Home address element is also preconfigured in the standard CSF Succession Data Model. In the figure, Home Address in the CSF Succession Data Model, you can see the standard configuration for the United Kingdom and Canada. The county field in GBR is set for picklist, COUNTY_GBR, while the state field in CAN is set to display values from PROVINCE_CAN picklist.

Global information in the CSF Succession Data Model

Global information (globalInfo) is predelivered for most countries in the standard Country Specific Succession Data Model. When configured, the fields in the Global Information element appear in the same People Profile block as that of Personal Information (personalInfo). 

In the sample configuration for ACE in the figure,  you can see the globalInfo HRIS element for the United States. The Ethnic Group and Veteran status fields are visible and have associated picklists. 

Exercise: Configure global information in the CSF Succession Data Model

Business Example

The Ace Corporation has expanded operations into Germany. They need to add two additional fields to Germany's Global Info .

Hint

Consider which data model that you will use. In the data model, which element do you configure? If you create a custom field, how do you make it visible in the instance?

This exercise requires you to have completed Prepare the Data Models exercise.

Steps

  1. Create custom fields to store Ethnicity and Religion for employees in Germany. These will be displayed in the Global Information area of the Personal Information block.

    IdentifierLabelEnabledVisibility
    custom-string1EthnicityYesEdit
    custom-string3ReligionYesEdit
    1. Go to Manage Business Configuration.

    2. Select the hris-element globalInfo.

    3. Expand globalInfo with the triangle symbol.

    4. Select globalInfo_DEU.

    5. At the bottom of the field list, select the field identifier drop-down list.

    6. Select custom-string1.

    7. Add the label Ethnicity.

    8. Set Enabled to Yes.

    9. Select Details and check if visibility is set to Edit.

    10. Repeat the steps to enable custom-string3 according to the table.

    11. Save the element.

  2. Permission the newly enabled fields for the System Admin to have full permissions.

    1. Go to Manage Permission Roles.

    2. Select System Admin.

    3. Select PermissionsEmployee Central Effective Dated EntitiesPersonal Information

    4. Find Ethnicity and Religion and select all the checkboxes.

      Hint
      The permission will be in the format "DEU—field name". For example DEU-Ethnicity.
    5. Select DoneSave Changes .

  3. Validate the fields are available in Paul Horn’s employee file.

    1. Go to Paul Horn’s Personal Information.

    2. Locate the Global Information section. Use Show More to expand the field list.

    3. Ensure that you can see the following two new fields for Germany:

      • Ethnicity (Germany)

      • Religion (Germany)

Job Information in the CSF Succession Data Model

The Job Information element also comes pre-delivered for most countries in the standard Country Specific Succession Data Model. Your Legal Entity determines the country-specific fields in Job Information. If you work for  ACE USA, you are assigned country-specific fields for the United States. In the figure, Job  Information in the CSF Succession Data Model, you can see how the Equal Employment Opportunity (EEO) fields are configured in the data model and displayed in the profile. 

CSF Succession Data Model: employmentInfo

Compensation Information (compInfo) and Employment Details (employmentInfo) elements can also store country-relevant fields. However, there are no predelivered fields in the standard CSF Succession Data Model. The Legal Entity assigned to the employee determine the Country relevant fields on Compensation Information and Employment Details.

Note
For country-specific fields for jobInfo, employmentInfo, compInfo, and nationalIdCard, if you reuse a country-specific field across several countries, you can only change the label and must keep the other field attributes (visibility, required, and so on.) the same.
Note

There are many details and exceptions when dealing with country-specific configuration.

For the most up-to-date information, download the Implementation Handbooks.

Employee Central Country-Specific Implementation Handbook and Employee Central Implementation Handbook

For more information and best practices, download the Employee Central Country-Specific Implementation Handbook and Implementing Employee Central Core guide from the SAP Help Portal .

Exercise: Configure employment details and job information in the CSF Succession Data Model

Business Example

Ace Corp need to enable recording of travel distance for employees in Germany. Also, they wish to include some custom fields in the Employment Details for France and the United States.

Task 1: Task 1: Configure Job Information in the CSF Succession Data Model

In this task, you configure Job Information in the CSF Succession Data Model to enable the standard field travel distance.

Hint
To use fields from jobInfo in your CSF Succession Data Model, you need to remove them from the standard Succession Data Model.

Steps

  1. Enable the standard field travel distance for employees in Germany. It will be displayed in the Job Information block for employees of ACE Germany.

    IdentifierLabelEnabledVisibility
    travel-distanceTravel DistanceYesEdit
    1. Go to Manage Business Configuration.

    2. Select hris-element jobInfo.

    3. Verify that travel-distance is not enabled in the jobInfo base element.

    4. Expand jobInfo with the triangle symbol.

    5. Select jobInfo_DEU.

    6. At the bottom of the field list, select the field identifier drop-down list.

    7. Select travel-distance.

    8. Add the label Travel Distance.

    9. Set Enabled to Yes.

    10. Choose details and check if visibility is set to Edit.

    11. Select Done.

    12. Save the element.

    13. Confirm any changes required from BCUI with Yes.

  2. Permission the newly enabled fields for the System Admin to have full permissions.

    1. Go to Manage Permission Roles.

    2. Select System Admin.

    3. Select PermissionsEmployee Central Effective Dated EntitiesJob Information

    4. Find DEU-Travel Distance and select all of the checkboxes.

    5. Select DoneSave Changes .

  3. Verify that the field is available for Paul Horn, an employee assigned to ACE Germany. Also, verify that the field does not appear for employees not working in Germany, for example, Marcus Hoff.

    1. Go to Paul Horn’s profile and go to Employment InformationJob Information .

    2. Verify that the field is visible. It will appear after the field Country/Region.

      Note
      Ensure that you can see your new field for Ace GermanyTravel Distance .
    3. Go to Marcus Hoff’s profile and go to Employment InformationJob Information .

    4. Verify that the field is not visible. If it is visible, It will appear after the field Country/Region.

    Note
    Ensure that you cannot see the new field Ace USATravel Distance .

Task 2: Task 2: Configure Employment Details in the CSF Succession Data Model

Steps

  1. Update the Employment Details Element in the CSF Succession Data Model based on the table.

    USA updates

    IdentifierLabelEnabledVisibilityType of ReferencePicklist
    custom-string1Probation WaivedYesEditPicklistyesNo
    custom-date1End of ProbationYesEditNo Selection 

    FRA Updates

    IdentifierLabelEnabledVisibilityType of ReferencePicklist
    custom-string2Hiring InitiativeYesEditNo Selection 
    custom-date2Previous Service FromYesEditNo Selection 
    1. Go to Manage Business Configuration.

    2. Select the hris-element employmentInfo.

    3. Expand employmentInfo with the triangle symbol.

    4. Select Configure New Country/Region.

    5. Set Country/Region drop-down list value to United States (USA).

    6. Select Save.

    7. Select Take ActionMake Correction to edit the employmentInfo_USA element.

    8. Set the Enabled field to Yes.

    9. Configure two localized HRIS fields according to the table titled USA Updates.

    10. Save the element.

    11. Confirm any changes required from BCUI with Yes.

    12. Repeat the process to create a new emplomentInfo_FRAelement and configure it with the fields according to theFRA Updates table.

    Note
    It is very common to forget to set the enabled field to Yes for newly created CSF elements.
  2. Set permissions on the newly enabled fields for the System Admin to have full permissions.

    1. Go to Manage Permission Roles.

    2. Select System Admin.

    3. Go to PermissionsEmployee DataEmployment Details .

    4. Find the new fields and select all of the checkboxes.

    5. Choose DoneSave Changes .

  3. Verify the appropriate fields are displayed for employees of different companies. You can use Paul Horn (Germany), Marcus Hoff (USA), and Isabelle Genoit (FRA).

    1. Go to Robert Allen’s profile and then go to Employment InformationEmployment Details.

    2. Ensure that you can see your new fields for Ace USA.

    3. Go to Isabelle Geniot’s profile and go to Employment InformationEmployment Details.

    4. Ensure that you can see your new fields for Ace France.

    5. Go to Paul Horn’s profile and go to Employment InformationEmployment Details.

    6. Ensure that you do NOT see the CSF fields.

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