Navigating the User Interface​

Objective

After completing this lesson, you will be able to explore the User home page, tools, and settings​

Access to SAP SuccessFactors Learning as a User

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.

View My Learning Tile and Home page dropdown menu to access SAP SuccessFactors Learning are highlighted.

Legacy 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.

Note

The legacy Learning home page reached end of maintenance on May 17, 2024 and will be deprecated on May 16, 2025. It will be replaced by the New Learning Experience.
Tabs are located in along the header and the Tiles, My learning Assignments, Find Learning, and Learning History are located in the body of the screen on the Legacy Home Page.

The New Learning Experience Home Page

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.

Highlighted on the New Learning Experience Home Page are the: 1. New Learning Experience switch, 2. Home page cards, 3. Search for learning field, 4. Dashboards button, 5. Activities button

Home Page Sections

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 sections on the Learning Home Page are highlighted.

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.

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.

Note

A recommended course will not be added if it already appears on the user's Learning Plan, bookmarked, or in their Learning History.

Home Page Cards

Users can self-assign items and curricula from the Library by using the Assign to Me button and self-register or waitlist for classes. If the user does not see a class that meets their needs, they can request that additional classes be scheduled for an item by using the Request Class button. Users can also bookmark and recommend learning.

The cards below the Required Learning, Important learning and Latest Bookmarks sections are highlighted.

Instructor-led Items

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.

Instructor-led item example. Course details tab is highlighted to display detailed information.

Online Items

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.

Start Course button and Online Content highlighted.

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.

Once the item is launched, the user may navigate through the content structure, which consists of objects. When the item consists of a single object, there is no structure 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

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.

Task Checklist tab is highlighted to display the task checklist.

Instructor-led with Online Content Item 

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.

Learning Style options Instructor-Led and Online Content highlighted.

The Search for Learning Field

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.

Search for learning field is highlighted on the User home page.

Browse the Library

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.

Filters dropdown menu is highlighted on the left margin. Sort by dropdown menu is highlighted on the right margin.

Class Registration from the Library

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
Classes tab and class registration details are highlighted.

Class Registration with Approvals

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.

Class details showing Approval Required for registration.

Dashboards Menu

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).
Dashboard menu on upper right is highlighted.

Activities Menu

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 Activities menu in the upper right corner on the Home Page is expanded.

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.

The Curriculum Status page is displayed.

QuickGuides and Collections

To facilitate collaborative learning, users can create their own content and make it available in the Library. Collections are groups of links, quickguides, online items, and programs. Users may create a collection, publish it to the Library, and recommend it to other users. QuickGuides are multi-page job aids with text and images that may also be published and recommended.

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.

Learning History with list of Completed courses is shown.

Approvals

The Approvals menu enables users to track any requests they have made to attend a class or initiate an online item. Users assigned the Approver role can approve or deny these requests directly from the Approvals menu.

Reports

The Reports menu allows users to run reports on their own history or learning assignments.

Managers may choose to run reports for Self, Direct Reports, All Direct Reports, or All (everyone including themselves). HRBPs may choose to run reports for Self or their HR Business Partner Employees.

Options and Settings

The Options and Settings menu allows users to manage their preferences, including:

  • Locale and Time Zone: Set your preferred locale and time zone.
  • Locale Format: Customize how information is displayed based on your locale.

Additionally, users can modify their email notification settings related to learning and update their security options, such as changing their password. If you have direct reports, you may also see an additional section where you can select Delegate Managers.

Add to Learning History

The Add to Learning History menu allows users to add history records for external events and any Library items with the setting enabled for User to Add to Learning History. Approval processes can be configured globally to require approval when users add to learning history for internal learning (items) or external learning (non-items).

Note

To add a completion of assigned learning for direct reports, a manager needs to access the Add to Learning History tool from the Manager interface.

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.

The Activities menu is expanded and the Custom Activity options 1 and 2 are highlighted.

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.

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