Configuring the People Profile for Benefits

Objective

After completing this lesson, you will be able to add a benefits tab to the people profile and add a section to display information to employees.

People Profile Configuration in Global Benefits

People Profile is the user interface for the Employee Profile feature in SAP SuccessFactors Employee Central. It provides a compelling and consistent user experience that is easy to navigate and understand.

Employees can use the People Profile to view and edit their entire profile on one simple, consolidated page, and take immediate action. They can quickly find the most important or most recent information and drill down to see more detail when needed. The responsive design means that People Profile adjusts to fit any device, for optimal viewing on desktop, tablet, or smartphone.

Administrators can configure the People Profile for Global benefits using a convenient drag-and-drop configuration tool. You can select which data fields to highlight at the top of the page and control the layout and organization of benefits content for your company. Visibility of employee data on the profile is controlled by role-based permissions.

People Profile can be enabled in Provisioning by selecting Enable People Profile in Company Settings.

The People Profile Page Layout

Before configuring Benefits in People Profile, it helps to understand the layout of the People Profile page and the terminology used to refer to different parts of the user interface.

The People Profile page is made up of the profile header and one or more profile sections. Each section consists of one or more subsections. Each subsection, in turn, consists of either one or two blocks. Most blocks take up half the width of a subsection, so usually, you can fit two blocks in each subsection.

The following image shows an example of the People Profile page. The profile header is at the top, followed by one section. The section contains a subsection with two blocks: My Active Enrollments and Benefit Actions.

The Profile page of a sample user, Carla Grant, shows the Benefits Information section.

The following image illustrates how the preceding profile is configured in the Configure People Profile admin tool.

A screenshot of the Configure People Profile page displays sections for Benefits Information, including My Active Enrollements and Benefit Actions.

Configure the Employee Benefits Overview page

Because Ace USA will be providing many different types of benefits, they need to give employees access to both the Legacy Benefits Overview and the Latest Benefits Overview. In this exercise, you will configure the Employee Benefits Overview page to display both legacy and latest benefits overviews. You will then add a Benefits section to the legacy benefits overview, then add blocks to display dependent and benefits information and "My Active Enrollments" information to employees.

ExerciseStart Exercise

Steps

  1. Configure the Benefits Overview Page to display both Legacy and Latest Benefits Overviews. Use the following details:

    FieldValue
    Configuration Code2025BENEFITSPAGE
    Configuration Name2025 Benefits Page
    Benefits Overview SelectionLegacy and Latest Benefits Overview
    Applicable for All EntitiesYes

    1. Use the Admin Search to open Benefits Admin Overview.

    2. Select Create New → Benefits Overview Page Configuration.

    3. Enter the given details.

    4. Select Save.

  2. Add the Benefits section to the People Profile.

    1. Use the Action Search and navigate to the Configure People Profile tool.

    2. Scroll down to the Benefits section.

    3. Select the Untitled subsection header.

    4. In the Edit Section panel, name the subsection Benefits Information.

      Screenshot of the Configure People Profile tool highlighting how to add a subsection and a header

    5. Select Save.

  3. Add Blocks for Benefits to the People Profile.

    1. Select the Benefits section header.

    2. Select the X icon in the corner of the Edit Section panel to return to Available Blocks.

    3. Scroll to the Employment Information section.

    4. Drag the My Active Enrollments card to the first available block on the left.

      Screenshot of the Configure People Profile tool highlighting how to add a block to a subsection

    5. Repeat this step to drag the Benefit Actions card to the space to the right of My Active Enrollments.

    6. Select Save.

Configuration of Sections for Benefits

The Configure Sections for Benefits page allows you to further customize the benefits experience. On this page, you can show or hide a benefit section, rename sections, and change the order in which they appear on the screen.

Prerequisites

To enable the use of this feature, import the Predefined Benefits Sections Configuration_b1808 template from the SuccessStore.

A screenshot of SuccessStore The radio button is selected next to the option: Predefined Benefits Sections Configuration_b1808.

Configure Sections for Benefits

In this exercise, you will use the Configure Sections for Benefits page to change the Other Benefits label to display as Fitness Center Access.

ExerciseStart Exercise

Steps

  1. Import the Benefits Sections Configuration template from SuccessStore.

    1. From the Admin Search, enter Import and Export Data.

    2. Select Import Data.

    3. Select the SuccessStore tab.

    4. Select Predefined Benefits Sections Configuration_b1808.

    5. Select Import.

  2. View the results of the import using the Scheduled Job Manager.

    1. From the Admin Search, enter Scheduled Job Manager.

    2. Verify the import status completed with no errors.

  3. Access to the employee fitness center is under Other Benefits. Rename the Other Benefits tab to Fitness Center Access.

    1. Use the Admin Search to open the Configure Sections for Benefits screen.

    2. In the Benefit Section workspace, select the Rename/Reset icon on the Other Benefits row.

    3. Replace the text with Fitness Center Access.

    4. Select the checkmark in the Other Benefits row.

    5. Select Save.

      A screenshot of the Configure Sections for Benefits page It shows a list of six sections: Enrollments, Allowances, Reimbursements, Pensions, Insurances, and Fitness Center Access, all with options to show/hide, rename/reset, translate, and reorder.

Creation and modification of blocks

The Manage Configuration UI tool is used to create and modify the user interface components that appear on the People Profile. This differs from Configuring the People Profile for Benefits in that these changes affect the individual fields on the screens visible to the users, not just the titles. Some of the changes you can make using the Configuration UI tool include:

  • Changing field labels
  • Adding new fields
  • Changing the sequence of fields
  • Managing field visibility

Each type of object is managed using a Configuration UI , or ConfigUI for short. For Global Benefits, the following Configuration UIs are delivered in the standard solution:

  • BenefitConfigUI

  • BenefitEmployeeClaimConfigUI

  • BenefitEnrollmentConfigUI

  • BenefitProgramConfigUI

  • BenefitProgramEnrollmentConfigUI

The Manage Configuration UI screen is displayed.

Note

When modifying the Configuration UI, it is recommended to make a copy of the standard Configuration UI and then modify the copy instead of changing the standard Configuration UI.

Map Screen IDs to Object Types

Task 1: Create ConfigurationUI objects for each benefit screen

In this task, you will use the Configuration UI tool to create ConfigUI objects for each benefit screen. You will then map the ConfigUI screen IDs to their appropriate object types.

ExerciseStart Exercise

Steps

  1. Create the following ConfigUI objects.

    Object TypeScreen ID
    BenefitBenefitConfigUI
    Benefit ProgramBenefitProgramConfigUI
    Benefit Employee ClaimBenefitEmployeeClaimConfigUI
    Benefit EnrollmentBenefitEnrollmentConfigUI
    Benefit Program EnrollmentBenefitProgramEnrollmentConfigUI
    Insurance PlanBenefitInsurancePlanConfigUI

    1. Use the Action Search to open Manage Configuration UI.

    2. Select Create New.

    3. From the Select Base Object field, select Benefits Screen Lookup.

    4. In the Object Type list, select Benefit.

    5. In the Screen ID field, select BenefitConfigUI.

    6. Select Save.

    7. Repeat the steps to add all the Configuration UI screens given in the table above.

Task 2: Map Configuration IDs

In this task, you will map the ConfigUI screen IDs to their appropriate object types.

ExerciseStart Exercise

Steps

  1. Match each of the following Configuration UIs with its benefit screen object type.

    Object TypeScreen ID
    BenefitBenefitConfigUI
    Insurance PlanBenefitInsurancePlanConfigUI
    Benefit ProgramBenefitProgramConfigUI
    Benefit Employee ClaimBenefitEmployeeClaimConfigUI
    Benefit EnrollmentBenefitEnrollmentConfigUI
    Benefit Program EnrollmentBenefitProgramEnrollmentConfigUI

    1. Use the Action Search to open the Manage Data tool.

    2. In Create New, select Benefits Screen Lookup.

    3. Set the Object Type to Benefit.

    4. Set the Screen ID to BenefitConfigUI.

    5. Repeat these steps to create the Benefit Screen Lookup instances as given in the table above.

Custom Configuration UI Creation

Now that we have created and mapped the ConfigurationUI screens to their object types, we can customize the screens to meet the needs of the business. Each benefit can have its own Configuration UI screen attached for enrollments and claims. This allows you to control various sections of the screen based on different benefit types, without requiring complex user interface rules.

For example, let's say Ace USA wants the Benefits Enrollment screen for their medical plan to look different than the standard benefits enrollment. We saw in the previous exercise that base object Benefit Enrollment has the Screen ID BenefitEnrollmentConfigUI. To address this need, we can create a new Configuration UI screen that uses the same base object (Benefit Enrollment), and applying a new Screen ID such as BenefitEnrollmentMedical. Once you have made the customizations, the new screen can now be mapped to the Medical benefit. As a result, employees who enroll in this benefit then see the new screen when enrolling in the medical plan.

Create a Custom Configuration UI

In this exercise, you will create a new Configuration UI for enrollment in the medical benefit and change the label of the Selected Benefit field to Selected Medical Benefit. You will then map the new customized Configuration UI to the Medical benefit screen.

ExerciseStart Exercise

Steps

  1. Change the label of the Selected Benefit to Selected Medical Benefit:

    1. Use the Action Search to open the Manage Configuration UI tool.

    2. Select Create New.

    3. In the ID field, enter BenefitEnrollmentMedical.

    4. Select Benefit Enrollment in the Select Base Object list.

    5. Hover near the Selected Benefit field, and select Edit Properties.

      A screenshot of the Benefit Enrollment section on the Manage Configuration UI. In the Selected Benefit category, the Edit Properties icon is selected, which opens a window entitled Properties with configuration options, such as, Name, Value Type, and Value Type Resolver, among others.

    6. In the Label Override field, enter Selected Medical Benefit.

    7. Select OK.

    8. Select Save to save the new Configuration UI.

  2. Map the Custom Configuration UI to the Medical benefit screen:

    1. Use the Action Search and navigate to the Benefits Admin Overview tool.

    2. In the first Search field, select Benefit.

    3. In the second Search field, select Medical Plan (MEDICAL).

    4. Select Take Action → Make Correction.

    5. Scroll down to Step 5: Define Enrollment Details.

    6. Set the Enrollment Screen ID field to BenefitEnrollmentMedical.

      The screen shows Step 5 Define Enrollment Details and focuses on the instruction that reads Associate Any Additional Enrollment Fields and Config UI Screen Specific to this Benefit (Optional). BenefitEnrollment_Medical is selected in the Enrollment Screen ID field.

    7. Select Save.

Summary

  • The People Profile is the SAP SuccessFactors user interface for viewing and editing employee profiles.
  • Administrators can customize the People Profile for Global Benefits, controlling the layout, content and visibility of employee data.
  • By using the Manage Configuration UI tool, administrators can configure sections for benefits, including changing field labels and sequences.
  • Different types of benefits can have individualized Enrollment UI Screens, allowing control over different areas of the screen.

Learning

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