Configuring the country- and region-specific fields for Succession Data Model

Objectives

After completing this lesson, you will be able to:
  • Configure the national ID and address in the CSF Succession Data Model when changes are needed
  • Configure global information in the CSF Succession Data Model when changes are needed
  • Configure Job information in the CSF Succession Data Model when changes are needed

Country-specific fields (CSF) Succession Data Model

The CSF Succession Data Model allows you to configure fields relevant to a specific country. For example, you can format home address fields differently for each country or add custom fields for selected countries. In the figure, Country Specific Fields (CSF) Succession Data Model, you can see the Personal Address block for two countries. On the left is a block for the United States, and on the right is a block for the Philippines. The different fields are made possible by the CSF Succession Data Model.

The HRIS elements that support country-specific configuration are as follows:

  • Global Information (globalInfo)
  • Addresses (homeAddress)
  • National ID Information (nationalIdCard)
  • Job Information (jobInfo)
  • Compensation Information (compInfo)
  • Employment Information (employmentInfo)

Note

The standard Country-Specific Succession Data Model used for implementation provides preconfigured country-specific fields for more than 100 countries. 

National ID in the CSF Succession Data Model

The National ID format group is preconfigured for countries in the standard Country Specific Succession Data Model. The configuration in the data model dictates the behavior of the fields in the user interface.

  • Country Id: determines the country-relevant format and fields that will be displayed in the system 
  • Format Id: indicates the national ID type for the country
  • Regular expression: determines the acceptable data format

In the figure, National ID in the CSF Succession Data Model, you can see that the acceptable format required for Social Security Number in the United States: three digits, a dash, two digits, a dash, and four digits. This is different from the acceptable format for the French INSEE. 

Home address in the CSF Succession Data Model

The Home address element is also preconfigured in the standard CSF Succession Data Model. In the figure, Home Address in the CSF Succession Data Model, you can see the standard configuration for the United Kingdom and Canada. The county field in GBR is set for picklist, COUNTY_GBR, while the state field in CAN is set to display values from PROVINCE_CAN picklist.

Global information in the CSF Succession Data Model

Global information (globalInfo) is predelivered for most countries in the standard Country Specific Succession Data Model. When configured, the fields in the Global Information element appear in the same People Profile block as that of Personal Information (personalInfo). 

In the sample configuration for ACE in the figure,  you can see the globalInfo HRIS element for the United States. The Ethnic Group and Veteran status fields are visible and have associated picklists. 

Exercise: Configure global information in the CSF Succession Data Model

Business Example

The Ace Corporation has expanded operations into Germany. They want to add Ethnicity and Religion fields to Germany's Global Info The fields must be created as custom country-specific fields. You can configure this either in Manage Business Configuration or CSF Succession Data Model.

Note

You must have completed Prepare an Instance (Unit 1) and Prepare the Data Models (Unit 2) exercises before completing this hands-on. This exercise activity is not required for completing succeeding hands-on exercises for this course.

Steps

  1. Go to Manage Business Configuration to enable the custom fields in Global Information (globalInfo) → Germany (DEU). Use the table to define the fields. These will be displayed in the Global Information area of the Personal Information block.

    IdentifierLabelEnabledVisibility
    custom-string1EthnicityYesEdit
    custom-string3ReligionYesEdit

    1. Go to Manage Business Configuration.

    2. Select the hris-element globalInfo.

    3. Expand globalInfo with the triangle symbol.

    4. Select globalInfo_DEU.

    5. At the bottom of the field list, select the field identifier drop-down list.

    6. Select custom-string1.

    7. Add the label Ethnicity.

    8. Set Enabled to Yes.

    9. Select Details and check if visibility is set to Edit.

    10. Repeat the steps to enable custom-string3 according to the table.

    11. Save the element.

  2. Go to Manage Permission Role to set the field permissions for the System Admin role.

    1. Go to Manage Permission Roles using Action Search.

    2. Select Edit in the Actions menu for the System Admin role. Select next.

    3. Search for the Ethnicity and Religion fields in the Personal Information section of the Employee Central Effective Dated Entities category. Select all level of permissions for both fields. The permission will be in the format "DEU—field name". For example DEU-Ethnicity

    4. Select next and save.

  3. Go to Paul Horn's profile to validate if the fields are available for a German employee. The fields must be editable in the Personal Information block.

    1. Go to Paul Horn’s Personal Information.

    2. Locate the Global Information section. Use Show More to expand the field list.

    3. Ensure that you can see the following two new fields for Germany:

      • Ethnicity (Germany)

      • Religion (Germany)

Job Information in the CSF Succession Data Model

The Job Information element also comes pre-delivered for most countries in the standard Country Specific Succession Data Model. Your Legal Entity determines the country-specific fields in Job Information. If you work for  ACE USA, you are assigned country-specific fields for the United States. In the figure, Job  Information in the CSF Succession Data Model, you can see how the Equal Employment Opportunity (EEO) fields are configured in the data model and displayed in the profile. 

CSF Succession Data Model: employmentInfo

Compensation Information (compInfo) and Employment Details (employmentInfo) elements can also store country-relevant fields. However, there are no predelivered fields in the standard CSF Succession Data Model. The Legal Entity assigned to the employee determine the Country relevant fields on Compensation Information and Employment Details.

Note

For country-specific fields for jobInfo, employmentInfo, compInfo, and nationalIdCard, if you reuse a country-specific field across several countries, you can only change the label and must keep the other field attributes (visibility, required, and so on.) the same.

Note

There are many details and exceptions when dealing with country-specific configuration.

For the most up-to-date information, download the Implementation Handbooks.

Supplemental Resources

For additional information, please explore the Employee Central Country-Specific Implementation Handbook and Implementing Employee Central Core guide from the SAP Help Portal.

Exercise: Configure employment details and job information in the CSF Succession Data Model

Business Example

Ace Corp needs to enable recording of travel distance for employees in Germany. They also wish to include some custom fields in the Employment Details for France and the United States. You can configure this either in Manage Business Configuration or CSF Succession Data Model.

Note

You must have completed Prepare an Instance (Unit 1) and Prepare the Data Models (Unit 2) exercises before completing this hands-on. This exercise activity is not required for completing succeeding hands-on exercises for this course.

Task 1: Configure Job Information for Germany

Steps

  1. Go to Manage Business Configuration to enable the standard field travel distance for employees in Germany. It will be displayed in the Job Information block for employees of ACE Germany. Use the table to define the field.

    IdentifierLabelEnabledVisibility
    travel-distanceTravel DistanceYesEdit

    1. Go to Manage Business Configuration.

    2. Select hris-element jobInfo.

    3. Verify that travel-distance is not enabled in the jobInfo base element.

    4. Expand jobInfo with the triangle symbol.

    5. Select jobInfo_DEU.

    6. At the bottom of the field list, select the field identifier drop-down list.

    7. Select travel-distance.

    8. Add the label Travel Distance.

    9. Set Enabled to Yes.

    10. Choose details and check if visibility is set to Edit.

    11. Select Done.

    12. Save the element.

    13. Confirm any changes required from BCUI with Yes.

  2. Go to Manage Permission Role to set the permissions of the newly enabled field for the System Admin role.

    1. Go to Manage Permission Roles using Action Search.

    2. Select Edit in the Actions column of the System Admin role. Select next.

    3. Search for the DEU-Travel Distance field in the Job Information of Employee Central Effective Dated Entities category.

    4. Select all level of permission for the field.

    5. Select next and save.

  3. Go to Paul Horn's profile to verify that the field is available for a German employee. In contrast, go to Marcus Hoffs' profile to verify that the field doesn't appear for employees in the US.

    1. Go to Paul Horn’s profile and go to Employment Information → Job Information . Click Show More for other fields in the Job Information block to appear.

    2. Verify that Travel Distance is visible.

    3. Go to Marcus Hoff’s profile and go to Employment Information → Job Information . Verify that Travel Distance is not available for US employees.

Task 2: Configure Employment Details for United States and France

Steps

  1. Go to Manage Business Configuration to add two custom fields for United States and France's employmentInfo element. You must add the country in BCUI (if it hasn't already) and enable it to add the fields. Sometimes, you may need to refresh the page before the country displays as active (with check mark). Use the details in the table to define the fields for both countries.

    USA updates

    IdentifierLabelEnabledVisibilityType of ReferencePicklist
    custom-string1Probation WaivedYesEditPicklistyesNo
    custom-date1End of ProbationYesEditNo Selection 

    FRA Updates

    IdentifierLabelEnabledVisibilityType of ReferencePicklist
    custom-string2Hiring InitiativeYesEditNo SelectionNo Selection
    custom-date2Previous Service FromYesEditNo SelectionNo Selection

    1. Go to Manage Business Configuration.

    2. Select the hris-element employmentInfo.

    3. Expand employmentInfo with the triangle symbol.

    4. Select Configure New Country/Region.

    5. Set Country/Region drop-down list value to United States (USA).

    6. Select Save.

    7. Select Take Action → Make Correction to edit the employmentInfo_USA element.

    8. Set the Enabled field to Yes.

    9. Configure two localized HRIS fields according to the table titled USA Updates.

    10. Save the element.

    11. Confirm any changes required from BCUI with Yes.

    12. Repeat the process to create a new emplomentInfo_FRAelement and configure it with the fields according to theFRA Updates table.

    Note

    It is very common to forget to set the enabled field to Yes for newly created CSF elements.

  2. Go to Manage Permission Role to set the permissions of the newly enabled fields for the System Admin role.

    1. Go to Manage Permission Roles using Action Search

    2. Select Edit in the Actions column of theSystem Admin role. Select next.

    3. Search for the new fields you created and set the field permissions to all.

    4. Select next and save.

  3. Go to Paul Horn (DEU), Marcus Hoff (USA), and Isabelle Genoit (FRA) profiles to verify if the fields are displayed for employees of different legal entities.

    1. Go to Robert Allen’s profile and then go to Employment Information → Employment Details.

    2. Ensure that you can see your new fields for Ace USA.

    3. Go to Isabelle Geniot’s profile and go to Employment Information → Employment Details.

    4. Ensure that you can see your new fields for Ace France.

    5. Go to Paul Horn’s profile and go to Employment Information → Employment Details.

    6. Ensure that you do NOT see the CSF fields.

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