Configuring Employee Central Quick Actions Feature

Employee Central Quick Actions feature allows the creation of templates for the most commonly used employee and manager self-service actions.

Using the templates, you can customize the fields displayed for each self-service action, unlike the standard Take Action menu, which displays all configured fields in an element. The templates are meant to simplify the manager and employee self-service experience by displaying just enough fields to meet the use-case-specific action.  

The template must use a specific use case from a set list provided by SAP SuccessFactors. Here are the use cases that you can use for the quick actions template:

• Change Chosen Name, Addresses, Email Addresses, Phone numbers, Emergency Contacts
• Change Contract End Date, Cost Center
• Change Job, Job Relationships
• Change Legal Name, Pronouns, Location, Probation, Working Time
• Transfer, Promotion, Demotion, Furlough and Return, Suspension and Return
• View Cost Center, Job, Job Relationships, Location
• View Marital Status, Addresses, Email Addresses, Emergency Contacts, Phone numbers

Each use case includes predefined fields for that action. For example, the Change Location quick action defaults the Location and Timezone fields from Job Information. Each quick action template allows a maximum of eight standard and custom fields including country-specific fields.

Creating the Templates

The templates can be created in Manage Data → Employee Central Quick Action Template.

Choose a use case from the list. You can change the default values associated with the use case. When Event Reason Derivation is enabled, leave the event reason field blank.

For each predelivered use case, you can create up to 5 templates.

Once the quick action templates are created, set the permissions in User Permissions → Employee Central Quick Actions for each template.