Enabling SAP SuccessFactors Career Development Planning Functionality

Objectives

After completing this lesson, you will be able to:
  • Activate relevant CDP Provisioning switches in Company Settings.
  • Assign Role-Based Permissions for CDP users and admins in the Admin Center.

SAP SuccessFactors Career Development Planning Provisioning Settings

Note

Customers do not have access to Provisioning. To complete tasks in Provisioning, customers should ask an implementation partner. If they are no longer working with an implementation partner, they should contact Product Support.

Provisioning Overview

The first step in the SAP SuccessFactors Career Development Planning implementation process is to select applicable settings on the customer’s Provisioning side of the instance.

Provisioning settings essentially turn on the pieces and parts of SAP SuccessFactors Career Development Planning that have been purchased and selected by the customer.

The Login page of the SuccessFactors Provisioning Engine is displayed.

Provisioning Settings

The SAP SuccessFactors Career & Development Planning Provisioning Settings page is displayed.

SAP SuccessFactors Career Development Planning Provisioning Settings include the following:

  • CDP Full (Development Plan)

  • Enable Development Plan V12

  • Career Worksheet

  • Career Worksheet V12

  • Enable Career Path V2

    • Enable Career Path V2 is only necessary for customers needing the Career Path, which is discussed in a separate section of this training. For this setting, you will also need to turn on Enable Generic Objects and Enable the Attachment Manager.

Note

As a best practice, and for auditing purposes, it is recommended that consultants create a super admin user in Provisioning.

Set up SAP SuccessFactors Career Development Planning in Provisioning

To learn how to complete this exercise, watch this video:

Practice setting up SAP SuccessFactors Career Development Planning in Provisioning:

ExerciseStart Exercise

Business Example

Provisioning is the key customer instance configuration tool that SAP SuccessFactors and Services use to control many aspects of the end user experience.

As a consultant, you're asked to access the Provisioning site and set up your instance for Career Development Planning (CDP). In this exercise, you'll enable the CDP module, and in a subsequentyou'll create an additional administrator account.

Steps

  1. Log in to Provisioning using the credentials supplied in the e-mail that was sent to you, either as part of an instructor-led training or from SAP Learning System Access. Then, select your Company ID supplied in the e-mail.

  2. Review the settings listed below in Company Settings to make sure that the Career Development Planning module is properly activated. If any of the settings mentioned after this is not activated, go ahead and activate it.

    Note

    If you need to activate an option in Provisioning, you will check the corresponding box and select Save in that section where you activated the option. Be careful because there are several. Save buttons in this area of Company Settings. You will then be asked to enter the company ID that you can see at the top of the page in Provisioning → Company Settings, and you must be sure to select the Confirm button.

    • Performance Management

    • Ultra Organization Chart

    • Enable the Attachment Manager

      Note

      After using CTRL + F for Enable the Attachment Manager, there are over 70 entries. The result you are looking for will be one of the first 3-4 entries listed.

    • Profile V12

      Perform the upgrade within Upgrade Center instead. If you use this setting, you cannot easily switch back to V11 Profile. If Upgrade Center is not available, you should back up scorecard settings in Provisioning before proceeding with the upgrade.

      • Enable Public Profile

    • Enable Generic Objects — requires "Enable the Attachment Manager"

      Note

      Scroll up and choose Save Feature if you made any changes. Choosing any Save button in Provisioning → Company Settings will require that you add the Company ID in a pop-up window to confirm that the changes have to be implemented in that particular instance.

    • Next, scroll to the Goal Frameworks section (use your browser's search function) and make sure the following items are selected:

    • Goal Management Suite – Select the dropdown for Total Goal Management (it should be the only available option).

    • Total Goal Management Version 10 UI — requires "Total Goal Management"

      Note

      Total Goal Management Version 10 UI should already be checked and grayed out.

    • TGM/CDP Goal Transfer Wizard

    • My Goals Tab — requires "Total Goal Management"

    • Goal Import

    • Enable Goal Management

      Note

      This item should already be checked and grayed out.

    • CDP Full (Development Plan)

    • Enable Development Plan V12

    • Career Worksheet

      Note

      Checking Career Worksheet automatically activates Career Worksheet V12. Similarly, checking Career Worksheet V12 automatically activates Career Worksheet.

    • Career Worksheet V12

      Note

      Checking Career Worksheet automatically activates Career Worksheet V12. Similarly, checking Career Worksheet V12 automatically activates Career Worksheet.

    • Enable Career Path V2 — requires "Enable Generic Objects" and "Enable the Attachment Manager"

      Choose Save at the top of the Goal Frameworks section.

    1. Under the Edit Company Settings section, select Company Settings to see the available setting options. Note that some settings may already be checked.

    2. In the top section, make sure the above options are enabled.

    3. Choose Save in the Goal Frameworks section. Add your Company ID and choose Confirm.

Create a Super Admin User

To learn how to complete this exercise, watch this video:

Practice creating a Super Admin User:

ExerciseStart Exercise

Steps

  1. Create a Super Admin account in Provisioning with the details below. Make sure to write down the details for later use.

    FieldValue
    Admin UsernameCDPAdmin
    Admin PasswordPassword1
    Admin First NameEnter Your First Name (for example, Chris)
    Admin Last NameEnter Your Last Name (for example, Adams)
    Admin EmailEnter your e-mail address
    "I confirm that the affected customer has provided approval for the creation of the super admin user account" checkboxSelect this checkbox
    Customer Email AddressEnter your e-mail address

    1. In Provisioning, select your company ID and then choose the Company Settings page.

    2. Scroll down to the bottom of the page and locate the admin creation section.

      Hint

      Use CTRL + F to search for admin user name.

    3. Enter the details as given in the above table.

      Hint

      Select any of the fields you just completed to activate the Create Admin button.

    4. Choose Create Admin.

    5. In the Confirm Changes dialog window, enter your Company ID.

    6. Choose Confirm.

Role-Based Permissions in SAP SuccessFactors Career Development Planning

The permission model of the customer controls how permissions are applied. Like any other module in SAP SuccessFactors, Role-Based Permissions (RBP) must be properly applied.

Note

In this training, we will explore the RBP permissions that are relevant for SAP SuccessFactors Career Development Planning. For a detailed overview of RBP permissions, refer to the RBP section in THR80 (SAP SuccessFactors Platform Introduction Academy).

Permissions for Career Development Planning

Permissions are separated into User Permissions and Administrator Permissions within permission roles. 

To learn about Role-Based Permissions (RBP), watch this video:

Beyond general access to the system, key players must be permissioned to work with the SAP SuccessFactors Career Development Planning module.

Select the permissions type for Career Development Planning on the Add Permissions page.

To access CDP Permissions:

  1. Navigate to Manage Permission Roles using action search.
  2. Select the role for which you’re editing permissions.
  3. Choose Edit and change the basic information if necessary.
  4. Choose Next and navigate to the User Permissions section.
  5. Select Career Development Planning.
  6. Grant CDP permissions to the selected role.
  7. Choose Next, review the role’s permissions, and choose Save.

CDP User Permissions:

  • Mentoring Programs Access Permission: This permission allows the role to access Mentoring Programs.

  • Career Development Plan (CDP) Access Permission: This permission gives users access to the Development tab. To access the Development tab, navigate to Home → Development. Additional permissions are required for access to development plans within the Development tab.

  • Career Worksheet Access Permission: This permission gives access to the Career Worksheet tab within Development. An additional permission is required for the Worksheet as well.

  • Career Worksheet Suggested Roles Access Permission: This permission gives access to the Suggested Role feature of CDP.

  • Recommended Successors Permission: When using Succession and CDP, this permission allows the user to view the recommended or suggested successor in the Succession Org Chart V12 position card.

Permissions for Goal Plans

Once the main CDP permissions are enabled, access to a specific development plan or Career Worksheet must be granted.

Select the permissions type for Goals on the Add Permissions page.

These permissions are located under the Goals section of User Permissions within Manage Permission Roles. It is possible to give permissions to one, multiple, or all development plans.

Note

If the CDP access permission is given, but no development plan or worksheet permissions are given, users will receive an error when attempting to access development plans or Career Worksheets.

Roles in SAP SuccessFactors Career Development Planning and Goals Permissions

To learn about Roles in SAP SuccessFactors Career Development Planning and Goals Permissions, watch this video:

The following table shows the different permissions and how they can be used.

Role Permissions

Permission RolePermissionTarget PopulationPurpose of the Target Population
All employees

All permissions under User Permissions → Career Development Planning

All Development Plans and Career Worksheets under User Permissions → Goal Management → Goal Plan Permissions

SelfBy restricting the target population to Self, we ensure that employees only have access to see their own development goals and not the development goals of their peers. Managers who need access will require a separate permission role to access the plans of their direct reports.
Managers

All permissions under User Permissions → Career Development Planning

All Development Plans and Career Worksheets under User Permissions → Goal Management → Goal Plan Permissions

Direct reports (all levels down )Manager A can see the development goals of Manager A’s direct reports but not the development goals of Manager B’s direct reports.
Administrator (All admin)All User PermissionsAllSuper Admin should in most cases be able to see all user information for troubleshooting purposes.

SAP SuccessFactors Career Development Planning Permissions - RBP: Administrator Permissions

Administrative permissions need to be applied for the "behind the scenes" SAP SuccessFactors Career Development Planning action to take place. Only users performing administrative functions should have access to Administrator Permissions.

Select the permissions type for Manage Career Development on the Add Permissions page.

Note

The Super Admin role should have access to ALL admin permissions and ALL user permissions.

Assign the Necessary Role-Based Permissions to Your Super Admin User

To learn how to complete this exercise, watch this video:

Practice assigning the necessary Role-Based Permissions to your Super Admin User:

ExerciseStart Exercise

Business Example

As an administrator, you are asked to set up the initial configurations of your instance in Admin Center.

The following tasks need to be completed:

  • Access Admin Center.

  • Grant RBP administration access.

  • Confirm that the advanced proxy management is enabled.

Steps

  1. Log in to your instance (front end) as the new admin you created in the Provisioning Setup exercise and access the Admin Center.

    1. Log in to your instance using the following details:

      • Company ID = Your assigned Company ID

      • Username = CDPAdmin (the CDPAdmin User you set up)

      • Password = Password1

    2. When you are asked to change your password, use Password123 as the new password.

    3. Choose Save.

  2. Grant Role-Based Permission (RBP) administration access to your admin user (CDPAdmin).

    1. Navigate to Admin Center → Tools: See All → Set User Permissions → Manage Role-Based Permission Access.

    2. If necessary, choose Add User and search for your name or username. If you already see your username listed, select the checkbox under Role-Based Permission Admin (Edit). A success message will appear stating that the Role-Based Permission Admin permission is granted. Once this action is completed, log out of the system and log back into view your new options. Navigate to Admin Center

  3. Add CDPAdmin user to the group "Administrators."

    1. Navigate to Admin Center. Under Tools, open Manage Permission Groups.

    2. Select the Administrators group.

    3. In the Choose Group Member section, in the field to the right of Username, select an existing userID link (most likely the user "admin" will be visible).

    4. In the search bar, enter your user name and click the magnifying glass icon to search.

    5. Check the box next to your user name and your user should appear on the right in the selected items area.

    6. Choose Done to return to the first screen and then choose Done again to save the changes.

    7. Log out and log back in.

  4. Assign the SuperUser (CDPAdmin) a manager and a job code.

    1. Login with your CDPAdmin user ID and password.

    2. Use action search (search bar) to navigate to Manage Users.

    3. Select your user (your name) from the list.

    4. Scroll down to the Job Code field and enter the code for an Individual Contributor. The code is IC. 

    5. Scroll down to the Manager field and enter Felicia Ford’s name as the manager.

      Note

      Make sure that the Job Code is fixed. Add IC before saving.

    6. Choose Save to save changes.

  5. Verify that Advanced Proxy Management is enabled.

    1. Use Action Search to navigate to Proxy Management.

    2. Scroll down to the bottom of the page.

    3. Confirm that the Enable Advanced Proxy Management (Proxy Now and Proxy Import) box is checked. If it is not, check the box.

    4. Choose Save Proxy Settings if you made any changes.

      Note

      The Proxy Now link is available in the dropdown menu with the user’s name.

    5. Navigate to the User menu and in the dropdown, select Proxy Now. Enter Mike Miller and choose OK. This verifies the proxy is working. Choose Become Self to return to CDP Admin.

      Note

      The User menu is available on every page in the upper right-hand corner.

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