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SAP Learning Journey

Setting up for the training session

Objectives

After completing this lesson, you will be able to:

Set up your site to do the rest of the exercises throughout this course

Prerequisites

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 as you learn the product. However, out-of-the-box customer instances require preliminary provisioning setup and configuration. To learn more about the initial configuration tasks, such as which Provisioning settings are needed to be activated, review the implementation guide on the SAP Help Portal.

Note

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, for instance, 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 will also have options to configure data retention rules at country level for active and inactive employees that 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 fully prepare the training environment 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 will modify the permission role to get access to some configuration tools.
Notifications: You will update the e-mail addresses of test users to get notifications that you will be updating in the system.

Steps

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

Go to Manage Permission Roles using Action Search.
Search and Select the System Admin role.
Select Permission. This will open the Permission settings box.

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

User Permissions

User Permissions	Permission Name
Employee Central Import Entities	Select All

Administrator Permission

Administrator Permission	Permission Name
Manage Foundation Objects	Select All
Employee Central Import Settings	Import Employee Data
Employee Central Import Settings	Enable RBP Access Validation for EC Elements during Imports
Manage Workflows	Manage Alerts and Notifications
Manage Workflows	Manage Workflow Assignments
Manage Hires	Select All
Admin Alerts	Select All
Check Tool	Select All
Admin Alerts Object Permissions	Select All except for Field Level Overrides
Manage Action Search	Select All
Admin Center Permissions	View or access Admin Alerts tile
	Monitor Scheduled Jobs
	Manage Scheduled Jobs
	Export Succession Data Model
	Export Country/Region-Specific Succession Data Model

Select Done.
Scroll down and select Save Changes.
Log out and log back in.

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 Monitor Job to see your results in Scheduled Job Manager. Alternatively, you can open the Scheduled Job Manager tool in a separate tab to maintain the Import Employee Data screen open.
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 Monitor Job to navigate to Scheduled Job Manager and see the results of your import.

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