SAP Learning Journey

Administrating SAP SuccessFactors Platform

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

After completing this lesson, you will be able to:

  • Set up and administrate key functions and processes of SAP SuccessFactors Platform

Home Page

In this series of videos you will learn how to navigate the SAP SuccessFactors Platform:

  • Home Page
  • Admin Center
  • Upgrade Center

Home Page

The home page is the default start page of the SAP SuccessFactors HXM Suite. As an employee, the home page is your main entry point to the SAP SuccessFactors application and typically the first thing you see after logging in. It helps you complete actions quickly, see recent changes that are relevant to you, and get organizational updates.

Begin the video to learn about the different sections available on the Home page.

Additional User Settings

The user settings and accessibility features make the SAP SuccessFactors HXM Suite easier for some people to use, according to their personal needs.

The following simulation will show you how an employee can personalize the home page and set various options for system and individual requirements.

ExerciseStart Exercise

Admin Center

Admin Center is the central access point to a wide range of administration features and tools that you can use to configure and maintain each of your SAP SuccessFactors solutions.

Begin the video to learn how to navigate the Admin Center.

Admin Tools

Admin tools or administration tools help you to configure and maintain your system. Each SAP SuccessFactors solution provides admin tools that help you adapt the solution according to the needs of your business. Here are some of the basic admin tools that will allow you to manage SAP SuccessFactors Platform.

Managing Action Search

Action Search is a built-in feature that allows users to quickly find specific tasks in the system by typing a keyword in the search box at the top of every page.

Action Search Image

As an administrator, you can optimize action search for your company and manage the actions that are available to users of your system. You add or edit search terms based on search usage data for your company to make actions more searchable. You can edit display labels, so that they better align with terminology used in your company.

Manage Action Search Image

You can even create your own navigation links with the Configure Custom Navigations tool and add them as custom actions in Action Search.

Proxy Management

Proxy access allows one person to access another person's user account and act on their behalf, for a specific purpose and in specific areas of the system.

Proxy Management 1 of 2 Image

Most customers use proxy access in one of two primary cases:

  • Ensuring that important business processes aren't interrupted by an individual employee's absence. For example, if an employee is unavailable or absent when a form is due, an assigned proxy can complete the form on the employee's behalf.
  • Troubleshooting and testing. You can use proxy access to quickly test how the system behaves for different users and different roles, without manually logging in and out of different user accounts.

As an administrator, you can manage proxy assignments for everyone in the organization.

The Upgrade Center

You can use the Upgrade Center to learn about and apply important opt-in upgrades and legal changes.

Begin the video to learn about the SAP SuccessFactors Upgrade Center.

Use the Home Page

Business Example

In this exercise, you will become familiar with selecting Favorites on the Home Page.

ExerciseStart Exercise

Steps

  1. Log in to your SAP SuccessFactors instance.

  2. Select the Favorites card located in the Quick Actions section.

  3. Select Available tab.

  4. Select the star by Goal Plan, Employee Files, and Reviews.

  5. Return to Favorites and make sure that the three items selected in previous step now appear.

  6. From the Favorites tab, Select Employee Files to go to your profile.

  7. Select the SAP SuccessFactors logo on the top left to return to the Home page..

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