Setting up for the training session

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Set up your instance to complete the rest of the exercises throughout this course


This course builds on concepts first taught in the SAP SuccessFactors Platform Academy course (THR80). The content this course relates to includes:

  • Configuring SAP SuccessFactors
  • Managing security Using SAP SuccessFactors role-based permissions
  • Managing proxies
  • Configuring SuccessFactors with XML files
  • Configuring people profile
  • Managing picklists
  • Defining metadata framework objects
  • MDF object configuration
  • Creating and triggering business rules
  • Workflow and managing data for MDF objects
  • Managing your profiles with the Business Configuration tool and MDF blocks
  • Implementing translations

If you need to review any of these topics, we recommend revisiting the SAP SuccessFactors Platform Academy before continuing this course.

Practice environment

Your practice environment for the THR81 course is already configured for use. However, original customer instances require preliminary provisioning setup and configuration. To learn more about the initial configuration tasks, such as Provisioning settings need to be activated, review the implementation guide on the SAP Help Portal.

In the exercises, steps in the solutions vary depending on what is configured or permitted in your training environment. We highly recommend you use the SAP Learning System Access to practice the THR81 hands-on exercises. 

Questions related to training can be posted to Employee Central Academy Learning Room. Questions about specific customer configuration or implementation scenarios can be posted to HCM Partner Delivery Group. In addition, internal employees can utilize internal HXM xChange SharePoint sites.

Data protection and privacy features

The data protection and privacy features include the ability to report on personal data changes and the capacity to report on all the data subject’s personal data available in the application. Customers can also configure data retention rules at country level for active and inactive employees. This will permanently purge personal data from SAP SuccessFactors applications.

It is the customer’s responsibility to adopt the features that they deem appropriate. More information can be found in Setting Up and Using Data Protection and Privacy on the SAP Help Portal.

Employee Central course scenario

Exercise: Prepare an instance

Business Example

To prepare the training environment fully for this course, you must apply some initial settings. In this exercise, you will update permissions and e-mail addresses.

  • Administrator Permissions: The default admin user provided in the training environment does not have full permissions. You'll modify the permission role to get access to some configuration tools.
  • Notifications: You'll update the e-mail addresses of test users to get notifications that you will be updating in the system.


  1. Update Role-Based Permissions to ensure the permissions required to complete the exercises are enabled.

    1. Go to Manage Permission Roles using Action Search.

    2. Search and Select the System Admin role.

    3. Select Permission. This will open the Permission settings box.

    4. Select the User and Administrator Permissions mentioned in the User Permissions table and Administrator Permissions table.

      User Permissions

      User PermissionsPermission Name
      Employee Central Import EntitiesSelect All

      Administrator Permission

      Administrator PermissionPermission Name
      Manage Foundation ObjectsSelect All
      Employee Central Import SettingsImport Employee Data
      Enable RBP Access Validation for EC Elements during Imports
      Manage WorkflowsManage Alerts and Notifications
      Manage Workflow Assignments
      Manage HiresSelect All
      Admin AlertsSelect All
      Check ToolSelect All
      Admin Alerts Object PermissionsSelect All except for Field Level Overrides
      Manage Action SearchSelect All
      Admin Center PermissionsView or access Admin Alerts tile
      Monitor Scheduled Jobs
      Manage Scheduled Jobs
      Export Succession Data Model
      Export Country/Region-Specific Succession Data Model
    5. Select Done.

    6. Scroll down and select Save Changes.

    7. Log out and log back in. 

  2. Update the test users' e-mail addresses to get system-generated notifications for workflows, import jobs, etc.

    1. Open EmployeeDataEmailImport.csv from the Course Files.

    2. Beginning on row three, change the values in column C (e-mail address) to your e-mail address for all rows that contain data.

    3. Save as a .csv file.

    4. Log in to your instance (if necessary). 

    5. Use Action Search to go to Import Employee Data.

    6. In the Select an Entity dropdown, choose Email Information.

    7. In Purge Type, select Full Purge.

    8. (If necessary) Set the File Locale to match your locale.

    9. Select Browse to search for and select your EmployeeDataEmailImport.csv file.

    10. Select Validate Import File Data.

    11. Select Scheduled Job Manager to see your results.

    12. Locate the job that includes emailInfo_validate. The page will need to be manually refreshed if the result is not yet visible.

    13. Once the job is completed, you can scroll to the right to download the status. Verify there are no errors.

    14. Return to Import Employee Data.

    15. Repeat steps F to I.

    16. Select Import.

    17. Select the Scheduled Job Manager and see the results of your import. 

Log in to track your progress & complete quizzes