Enabling SAP SuccessFactors Career Development Planning Functionality

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

Practice setting up SAP SuccessFactors Career Development Planning in Provisioning:

ExerciseStart Exercise

1. Log in to Provisioning using the credentials supplied in the email 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 email.

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 below 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, as 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

   • Enable the Attachment Manager

     Note

     After doing a 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.

   • Ultra Organization Chart

   • Profile V12

     Please 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 click on the Save Feature button if you made any changes. Clicking on 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 drop down 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"

     Click the Save button at the top of the Goal Frameworks section.

   1. Under the Edit Company Settings section, click 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. Click on the Save button in the Goal Frameworks section. Add your Company ID and click on Confirm.

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

Practice creating a Super Admin User:

ExerciseStart Exercise

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

   Field	Value
   Admin Username	CDPAdminXX and replace XX with 2 letters from your name (for example, Chris Adams would be CDPAdminCA)
   Admin Password	Password1
   Admin First Name	Enter Your First Name (for example Chris)
   Admin Last Name	Enter Your Last Name (for example Adams)
   Admin Email	Enter your email address
   "I confirm that the affected customer has provided approval for the creation of the super admin user account" checkbox	Select this checkbox
   Customer Email Address	Enter your email 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

      Click into 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.

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

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

ExerciseStart Exercise

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 = CDPAdminXX (the CDPAdmin User you set up)

      • Password = Password1

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

   3. Click 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, click 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, click on 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. Click Done to return to the first screen and then click 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. Click Save to save changes.

5. Verify Advanced Proxy Management is enabled.

   1. Use Action Search to navigate to Proxy Management.

   2. Scroll down at the bottom of the page.

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

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

      Note

      The Proxy Now link is available in the drop-down menu with the user’s name.

   5. Navigate to the User menu and in the drop-down select Proxy Now. Enter Mike Miller and click OK. This verifies the proxy is working. Click Become Self to return to CDP Admin.

      Note

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