Setting up the Course Training System

Objective

After completing this lesson, you will be able to set up your SAP SuccessFactors Employee Central instance to complete the course exercises.

Prerequisite Knowledge for Employee Central Core

This course builds on concepts first taught in the SAP SuccessFactors Platform Academy course (THR80). The content this course relates to includes:

Configuring SAP SuccessFactors
Managing security Using SAP SuccessFactors role-based permissions
Managing proxies
Configuring SuccessFactors with XML files
Configuring people profile
Managing picklists
Defining metadata framework objects
MDF object configuration
Creating and triggering business rules
Workflow and managing data for MDF objects
Managing your profiles with the Business Configuration tool and MDF blocks
Implementing translations

If you need to review any of these topics, please revisit the Exploring SAP SuccessFactors Platform before continuing with this course.

Practice environment

Your practice environment for the Configuring Employee Central Core (THR81) course is partially configured for use. However, original customer instances require preliminary provisioning setup and configuration. To learn more about the initial configuration tasks, such as what Provisioning settings need to be activated, review the implementation guide on the SAP Help Portal. To see the standard Employee Central Configuration files provided for a customer implementation, visit the Download Center.

Note

In the exercises, steps in the solutions vary depending on what is configured or permitted in your training environment. We highly recommend you use the SAP Learning System Access to practice the THR81 hands-on exercises.

Questions related to training can be posted to Employee Central Academy Learning Room (a Learning Hub License is required to access Learning Rooms). Questions about specific customer configuration or implementation scenarios can be posted to the HCM Q&A Board. In addition, internal employees can utilize internal HCM xChange SharePoint sites.

Data protection and privacy features

The data protection and privacy features include the ability to report on personal data changes and the capacity to report on all the data subject’s personal data available in the application. Customers can also configure data retention rules at country level for active and inactive employees. This will permanently purge personal data from SAP SuccessFactors applications.

It is the customer’s responsibility to adopt the features that they deem appropriate. More information can be found in Setting Up and Using Data Protection and Privacy on the SAP Help Portal.

Employee Central course scenario

Use the simulation to learn the business use case adapted for this course.

EC Core Scenario

Exercise: Prepare an instance

Business Example

Caution

This exercise is required and sets up your training environment. Failure to complete this exercise will hinder your ability to finish other exercises.

To prepare the training environment fully for this course, you must apply some initial settings. In this exercise, you will download the course files and update the System Admin permission role.

The default admin user account (admin/Emily Clark) provided in the training environment does not have full permissions. You'll modify the permission role to get access to additional configuration tools.

Task 1: Download the Course Files

Steps

If you haven't done so yet, download the course files. The files included in the zip folder will be used in the upcoming activities. Ensure to unzip the folder and save to your local drive.

Task 2: Modify the System Admin Role

Steps

Login to your instance. Go to Manage Permission Roles using the Action Search to update the System Admin's role and ensure you can complete the upcoming hands-on activities. Use the table below to identify the permissions that must be added.

Note

Some permissions may already be granted/selected.

Administrator Permissions

Administrator Permission	Permission Name	Description
Employee Central Import Entities	Select All Target population	These permissions allow the user to perform or restrict import to EC entities and validate the target population during import.
Employee Central Import Settings	Import Employee Data	This permission ensure that users can import Basic User file
Manage Foundation Objects	Select All	These permissions ensure that users can import and work with legacy foundation objects.
Manage Workflows	Select All	These permissions ensure that users can use workflow tools
Manage Hires	Select All	These permissions ensure that users can manage hire tools
Admin Alerts	Select All	These permissions ensure that users can manage admin alerts
Check Tool	Select All	These permissions ensure that users can manage Check Tool
Manage Business Configuration	Select All	These permissions ensure that users can work with the Business Configuration UI.
Admin Alerts Object Permissions	Select All	These permissions ensure that users can view and manage the object-specific alerts
Manage Mass Data Management	Select All	Allow the user to use Mass Data Management tool for Job Information and Position Management.
Diagnostic Tool	Select All	These permissions allow users access to tracing and diagnostics data.
Admin Center Permissions	Select All	These permissions ensure that users can export Succession Data Models, access Scheduled Job Manager, and more.
Manage Action Search	Select All	Allows users to manage search paraphrase used in the Action Search.

Go to Manage Permission Roles using Action Search.
For the System Admin role, select Edit in the actions column.
Select Next to find and add the permissions mentioned in the Administrator Permissions table.
Select Next. Select Save.
Log out and log back in.

Check if the Manage Business Configuration appears in the Action Search. If not, go to Manage Action Search to inactivate and reactivate the phrase and refresh the search index. You can also add "BCUI" as a custom paraphrase as shortcut to search for Manage Business Configuration.
1. Using Action Search, type Manage Business Configuration or bcui. If no result is found, continue with the next steps.
2. Navigate to the Manage Action Search using the Action Search.
3. Type Manage Business Configuration in the Search for Action box.
4. Click the cog wheel (Actions) and inactivate the phrase.
5. Save. Then reactivate the phrase and save once again.
6. Check if you can now see the Manage Business Configuration in the Action Search.
7. Log out from your instance.

Summary:

Here are the key takeaways from the lesson summarized in a short bulleted list:

Employee Central concepts build on concepts introduced in the Exploring SAP SuccessFactors Platform course.
The initial configuration to set up the training system requires updating the permissions.

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