Navigating the User Interface​

SAP SuccessFactors Learning can be accessed from the SAP SuccessFactors HCM Suite home page:

• In Quick Actions, select View My Learning.
• From Home dropdown menu, select Learning.

Both actions take the user to the SAP SuccessFactors Learning home page.

The Learning Home Page displays users’ assigned learning. The assigned learning resides on the My Learning Assignments tile. Essential tiles, such as Find Learning and Learning History, and optional tiles, such as Recommendations, Featured, and Self-Assigned, can be displayed.

Depending on the role and permissions of the user, the Learning home page can display additional tabs. Configurations based on customer requirements define which tiles display on each tab.

The New Learning Experience introduces a streamlined and user-friendly interface designed to enhance the learning journey for users. Central to this experience is the New Learning Experience switch (see call out 1 in image provided below). This allows users to toggle between the new and legacy home pages, ensuring a seamless transition for those accustomed to the previous layout.

On the Learning Home Page, also referred to as the Learning Plan, users can view all assigned learning activities categorized into various formats, including Instructor-led, Online, Instructor-led with Online Content, Other Items, and Programs.

Each learning assignment is presented in a card format (see call out 2 in figure below) providing essential information at a glance, such as the learning type, title, and due date. This visual representation simplifies navigation and helps users manage their learning tasks effectively.

Additionally, the Search for Learning field (see call out 3 in figure below) enables quick access to resources by allowing users to enter keywords, facilitating searches for items, curricula, programs, QuickGuides, collections, and classes available in the library.

Enhancing user experience further is the Dashboards menu (see call out 4 in figure below), located at the top right of the Learning Home Page. This menu provides tailored access to Learning pages based on user roles, ensuring that individuals can quickly find relevant resources suited to their specific needs.

Next to it is the Activities menu (see call out 5 in figure below), which grants access to various functionalities, including Curricula, QuickGuides, Learning History, Collections, Accomplishments, Approvals, Orders, Reports, Training Planner, External Learning Requests, and more. This comprehensive structure not only organizes learning resources but also empowers users to take charge of their educational paths efficiently.

All assigned learning displayed in the Learning Home Page is presented in sections on the User’s learning plan. Each section consists of cards that describe the various learning events, such as Instructor-led, Online, Instructor-led with Online Content, Other Items, and Programs.

The visibility of available sections is dependent on how or by whom the learning was assigned. Examples of common sections that may be displayed on your learning plan include:

• Required Learning: This section shows required training assigned by others, such as the administrator or manager. The learning assignments are prioritized by due date. The user can quickly see at a glance items that are overdue, due soon, and upcoming.
• Important Learning: This section shows optional learning assignments assigned by administrators and managers. If learners aren't interested in a particular assignment, they can remove it.
• Requests for Me: This section shows any learning requests that the user needs to address such as observation requests or training request approvals.
• Invest in Myself: This section shows learning that may have already started or has been approved and ready for the learner to start. Any item that has a due date in the next 30 days appears first. After that, items appear in the order of your last interaction with them.
• Latest Bookmarks: This section displays saved courses and other learning content flagged using the bookmark feature. It provides users with an easy way to manage their learning interests on a single page.
• Suggested for Me: This section allows users to see person-suggested items. The recipient can bookmark the opportunity or indicate that they aren’t interested.
• Personalized Recommendation: these are powered by SAP Business AI and can recommend learning for users based on their profile information, growth portfolio attributes, and their system interactions and activities.

It is possible to include skills-based learning in the Personalization Recommendations sections. To include skill-based learning, the following prerequisites must be met:

• Enable the Talent Intelligence Hub.
• Enable the associated skills and other attributes with your learning activities, such as Items and Programs.
• Users have maintained skills and attributes in their Growth Portfolio.
  Note

  The Growth Portfolio displays learning suggestions for skills and the current proficiency level under the new Advance My Proficiency section.

SAP Business AI utilizes user data to retrieve, analyze, and identify patterns. The data is used to train machine learning algorithms, resulting in personalized and unique recommendations for the users that enhance job performance, foster learning from each other, and improve job competency.

Users can self-assign items and curricula from the Library by using the Assign to Me button. If an item is assigned as part of a curriculum, this is indicated on the learning card and the curriculum details can be accessed by selecting the three-dots action icon.

Users can self-register or waitlist for classes .If the user does not see a class in the Library that meets their needs, they can request that additional classes be scheduled for an item by using the Request Class button. Users can launch optional surveys directly from the Learning Home Page, bookmark and recommend learning.

Instructor-led courses may consist of classes that have a set time, date, location, and are taught by a specific instructor. When you choose this card you see details, such as the course ID, title, description, duration, target audience, and version. You may also find information about any prerequisites, substitutes, included attributes such as competencies, and other relevant details.

Online items offer users the opportunity to view the content structure before deciding whether to launch the course or assign it to themselves. You can start or continue online courses assigned to you at any time by choosing Start Course or Continue Course.

After launching the item, the user can explore the content structure, which is made up of objects. If the item includes only one object, there is no structural navigation, and the user is taken directly to the content.

When the content has been finished, the user sees a confirmation message and, if there is a survey attached, they see a link to launch the survey. ​

Items classified as Other are not scheduled and have no online content. An example of an item classified as Other is a task-based checklist.

Instructor-led with online content items combine traditional instructor-led training with online content. Learners participate in live, instructor-led sessions where they can interact with the instructor and other participants. Additionally, they have access to online content, such as videos, presentations, and quizzes that supplement the instructor-led sessions.

This blended learning approach allows learners to engage in both synchronous and asynchronous learning activities. This enables them to acquire knowledge and skills at their own pace while still benefiting from the guidance and expertise of an instructor.

The Search for Learning field enables users to enter keywords for a quick search of items, curricula, programs, QuickGuides, collections, and classes available in the Library. The Browse Library feature allows users to browse their entire library without entering a search value or selecting a filter. The Browse Library can function as a dropdown with the options to Browse by category or Browse All, if configured in the library settings.

The Library landing page displays all search results, which can be sorted by relevance, duration, price, rating, and alphabetically. Users can filter results by learning type, categories, duration, mobile-enabled content, delivery method, and more. If configured, courses from Open Content Network (OCN) providers may also be included.

By utilizing filters and sorting options, users can save time and access the most relevant materials to enhance their knowledge and skills.

When exploring the Library, users have the opportunity to register for various classes. Here’s a breakdown of the registration process:

• Class Visibility and Registration Options
  • Visible Classes: Some classes are displayed in the user’s Library, but self-registration is not allowed for these. Users will typically find details about these classes, along with contact information for inquiries regarding registration.
  • Self-Registration Classes: Other classes do allow self-registration, although they may require users to complete an approval process before they are officially enrolled.
• Users can view available classes from the Item and get more information about each class before registering. On the Class Information screen, users can find specific details about each class, which may include:
  • Dates and times for each session
  • Instructor name and classroom location
  • Address of the facility
  • Contact information for further inquiries

If approval is required, users will receive a message indicating that their request is pending approval.

If no approval is required, when users select the Register button, they will receive confirmation that they are successfully enrolled.

When submitting an approval request for a course that has an associated price, users can add a comment for the approver.

The Dashboards menu is located at the top right of the Learning home page, next to the Activities menu. The Dashboard provides access to Learning pages, based on role:

• The My Team page is a manager landing page where managers can manage their employees' learning.
• The My Classes page is an instructor landing page where instructors can manage their teaching tasks.
• The Learning Administration page where administrators can enable and administer the Learning Management System (LMS).

The Activities menu can be found in the top right corner of the Learning home page. This menu provides access to various screens and functionalities, including Curricula, QuickGuides, Learning History, Collections, Accomplishments, Approvals, Orders, Reports, Training Planner, External Learning Requests, the SuccessFactors Website, Options and Settings, and the Add to Learning History Tool.

The specific options available to users depend on their role, permissions, and system configuration. Below is a list of the most used activities.

Curricula

The Curricula menu displays a list of all the curricula that are currently assigned to the user and the status of each. For detailed information, the user may select the title of any curriculum.

Learning History

The Learning History menu shows a list of the work that the user has completed. The records are organized by title and completion date. When you select a title, additional information about the completed work will be displayed. The Download option will download all completed activities in one PDF file, regardless of any specific filters that may have been applied. The download option for completed activities is only available to learners and cannot be used by managers, delegates, and proxy administrators.

Custom Menus

Administrators can create custom pages with banners and custom sections as needed by the organization. Administrators can create up to five custom pages. Within a custom page, you can add banners and create up to six sections, containing custom cards in each section.

AI-assisted capabilities can be leveraged to produce images for custom cards and banners. Use the Generate Image using AI feature and a widget will appear allowing you to enter up to 180 characters to describe the image in a designated text box. After entering the description, you can select Generate to preview the generated image. If a different image is desired, you can modify the description as necessary and choose to generate a new image.

Note

AI-assisted capabilities require an AI Units license. Additionally, Assisted Image Generation setting must be enabled in AI Services Administration in Admin Center.

In this video, you learn about the functionalities available in the Activities menu.

Video Summary

The Activities menu provides access to additional screens and functionalities. Users can create their own content and make it available in Libraries, add history records, and manage their preferences.

Additionally, users can run reports on their own history and assignments, while managers and Human Resources Business Partners (HRBPs) have additional reporting capabilities.

Joule is an AI-driven technology designed to enhance the overall user experience. Joule aims to understand your requests, retrieve relevant information, and complete your tasks in a conversational way. For example, instead of manually navigating the learning home page to find information, users can ask Joule about overdue assignments or required learning for the month. This allows for quicker access to information and simplifies routine processes.

In the image below, the user inquires about their overdue learning assignments. Joule provides a list detailing each overdue assignment, including the duration of the delay and the type of assignment. Beside each assignment, there is a button that allows the user to view detailed information and take appropriate action.

Joule in SAP SuccessFactors supports three conversational patterns: transactional, navigational and informational.

• Transactional: Assists users in efficient completion of their tasks on the conversational user interface, saving their time from going to corresponding pages to do the tasks.
• Navigational: Helps users navigate to the functionality they're looking for without having to go through multiple links to reach a destination place.
• Informational: Helps users retrieve the information from existing documents without having to ask HR for assistance.

The following is a list of transactional Joule use cases in SAP SuccessFactors Learning:

• View required learning: Allows users to view their own required learning assignments, including due and overdue learning assignments.
• Approve internal training requests: When learners request to attend an internal training event, approvers can review and accept or decline the requests.
• Approve internal class requests: When learners register for the class as part of the curriculum, approvers can review and accept or decline the requests.
• Approve external training requests: When learners request to attend an external training event, approvers can review and accept or decline the requests.
• Approve user account requests: When learners request Learning accounts, approvers can review and accept or decline the requests.
• Approve course completions with e-signature verifications: When learners earn a completion status and ask for verification, approvers can review and accept or decline the requests, and are asked for a PIN to verify their identity.
• Approve course completions without e-signature verifications: When learners earn a completion status and ask for verification, approvers can review and accept or decline the requests.