Configuring Succession Data Model

Your customer has some requirements that should be implemented to the Employee Data structure. You will complete the following changes:

• Add a new standard element to store Company/Legal Entity.
• Add background elements to include employee details about their internal and external work experience, as well as their geographic mobility.

1. Enable the Full Profile of the Latest People Profile in your instance.

   1. Navigate to Company System and Logo Settings using Action Search.

   2. Select Enable Full Profile for the latest people profile.

   3. Scroll down to the bottom of the page, and select Save Company System Setting.

2. Export Succession Data Model from the instance.

   1. Log into your instance and navigate to Export Succession Data Model by using action search.

   2. Select the Export Succession Data Model button.

      The latest version of the Succession Data Model will be downloaded to your local computer. It will show as [COMPANY ID]-data-model.xml.

3. Add the standard element company in the Succession Data Model.

   1. Open the XML file downloaded previously with an XML Editor of your choice.

   2. Change the line 4 of the data model to confirm with the sf-form.dtd file to ensure validation (the DTD is in the same folder as your XML template). Replace the following: "http://svn/viewvc/svn/V4/trunk/src/com/sf/dtd/sf-form.dtd?view=co"> with "sf-form.dtd">.

   3. Navigate to the standard-element area, and verify that company is not available.

   4. At the end of the standard-element section, but before the next one, add the following code that corresponds to the Company:

      Code Snippet

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      <standard-element id="company" max-length="255" required="false" matrix-filter="false">
                    <label>Company</label>
                   </standard-element>
      

   5. Add the new company field reference in the Employee Profile template. Scroll down to the view-template area, and expand the view-template "employeeProfile" to access the edit-template subsection.

   6. On the list of standard elements, add the following code before thedivision reference.

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      <standard-element-ref refid="company"/>

   7. Repeat the step to add this same code on the following area: view-template id="sysUserDirectorySetting, expand edit-template subsection, and include the reference to company.

4. Add the background elements insideWorkExperience, outsideWorkExperience, and mobility into your Succession Data Model.

   1. Navigate to the background-element area, and verify that the background elements do not exist already in the Succession Data Model.

   2. At the end of the background-element section, but before the next one, add the following code that corresponds to the Work Experience Within Company:

      Code Snippet

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      <background-element id="insideWorkExperience" type-id="1">
          <label>Work Experience Within Company</label>
          <data-field id="startDate" field-name="startDate" required="true" max-length="999" max-file-size-KB="1000">
            <label>Start Date</label>
          </data-field>
          <data-field id="endDate" field-name="endDate" max-length="999" max-file-size-KB="1000">
            <label>End Date</label>
          </data-field>
          <data-field id="title" field-name="vfld1" required="true" max-length="4000" max-file-size-KB="1000">
            <label>Title</label>
          </data-field>
          <data-field id="department" field-name="vfld2" max-length="4000" max-file-size-KB="1000">
            <label>Department</label>
          </data-field>
        </background-element>
      

   3. Below the Work Experience Within Company, add the following code that corresponds to the Previous Employment:

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        <background-element id="outsideWorkExperience" type-id="4">
          <label>Previous Employment</label>
          <data-field id="startDate" field-name="startDate" required="true" max-length="999" max-file-size-KB="1000">
            <label>Start Date</label>
          </data-field>
          <data-field id="endDate" field-name="endDate" required="true" max-length="999" max-file-size-KB="1000">
            <label>End Date</label>
          </data-field>
          <data-field id="employer" field-name="vfld1" required="true" max-length="4000" max-file-size-KB="1000">
            <label>Company Name</label>
          </data-field>
          <data-field id="businessType" field-name="vfld2" max-length="4000" max-file-size-KB="1000">
            <label>Type of Business</label>
            <picklist id="industry"/>
          </data-field>
          <data-field id="startTitle" field-name="vfld3" required="true" max-length="4000" max-file-size-KB="1000">
            <label>Title</label>
          </data-field>
        </background-element>
      

   4. Below the Previous Employment, add the following code that corresponds to the Geographic Mobility:

      Code Snippet

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        <background-element id="mobility" type-id="15">
          <label>Geographic Mobility</label>
          <data-field id="willingness" field-name="vfld1" required="true" max-length="4000" max-file-size-KB="1000">
            <label>Willing to Relocate</label>
            <picklist id="yesnomaybe"/>
          </data-field>
          <data-field id="location" field-name="vfld2" max-length="4000" max-file-size-KB="1000">
            <label>Location Desired</label>
          </data-field>
        </background-element>
      

   5. Validate, and then save as a new version, such as [COMPANYID]-data-model_v1.xml.

      Caution

      You may see some validation errors Attribute "id" with value "company" must have a value from the list, you can ignore it. The import via Provisioning should still be successful.

5. Import the Succession Data Model into your instance.

   1. Navigate to Provisioning→Succession Management→Import/Export Data Model.

      The radio button Import File: is already selected by default.

   2. Select Choose File and locate the [COMPANYID]-data-model_v1.xml that you saved in the previous step.

   3. In the comment box, add the following Background Elements import.

   4. Choose Submit.

      A confirmation message appears that the template was successfully imported.

6. Grant permissions to edit the new Standard and Background Elements from Role-Based Permissions.

   1. Log in to the instance and navigate to Manage Permission Roles by using action search.

   2. Locate the All Employees role, and then select Edit from the Actions column.

   3. Select Next to navigate to step 2. Add Permissions.

   4. In User Permissions, locate and select the Employee Data section that controls the access to Background Elements.

   5. On the Employee Profile section, locate the Company field and select Edit.

   6. Scroll down to the Background section, and ensure that the following elements are visible:

      • Work Experience Within Company
      • Previous Experience
      • Geographical Mobility

   7. Grant Edit permissions for all three elements.

   8. Select Next to navigate to the step 3. Preview.

   9. Choose Save.

   10. Log out and log back into your instance to reflect the permission changes.

7. Add the Standard and Background Elements in People Profile.

   1. Navigate to Configure Latest People Profile using action search.

   2. Select the Personal Data section. Notice there is an Employee Information card.

   3. Choose Add Card to create a new one.

   4. On the Object Type, select User Information. Choose Apply to continue.

   5. On the Card Title, type Organizational Details.

   6. Scroll down to the Content Configuration and select Add to include the following standard elements:

      • Company
      • Division
      • Department
      • Location

   7. Choose Save to save your changes.

   8. Repeat the steps to add a Custom Card for each of the background elements. You will be selecting Object Type as Custom Background ElementSave every time to save the changes.

      Custom Background Element Cards

      Details	Block 1	Block 2	Block 3
      Card Title	Internal Experience	External Experience	Geographical Mobility
      Element Name	Work Experience Within Company	Previous Employment	Geographical Mobility
      Primary Field	Title	Company Name	Willing to Relocate
      Secondary Field	Department	Type of Business	Location Desired
      Additional Field	End Date	Title

   9. Verify your changes by navigating to Home→My Employee File and review section where you placed these cards.

      
   Note

   You will be importing some data for these background elements in a later exercise for some of the employees.

Your organization needs a custom card in the profile to allow the employees to upload their resumes. This card must contain an attachment field and a text area field. In this case, you will use the Manage Business Configuration UI (BCUI) tool to create this custom Background Element, as an alternative to the Succession Data Model XML.

1. Create a new Background Element to store resumes by using the BCUI tool.

   1. Navigate to Manage Business Configuration by using action search.

   2. In the Employee Profile section, locate the Background Elements subsection, and expand it to display all the available elements.

   3. Select the Create New option, located at the end.

   4. Add the following details:

      • Id: resumes.
      • Type Id: 40.
      • Label: Resumes.
      • Enabled: Yes.

   5. Select Submit.

   6. Choose Save.

2. Add the following Data Fields to your Background Element: Resume Name, Attachment (allowing .doc, .docx and .pdf as the possible file formats), and Comments.

   1. Select Take Action→Make Correction to add the first Data Field.

   2. Add the following details:

      • Id: resumeName.
      • Enabled: Yes.

   3. Select Details and add the following parameters:

      • Field Name: VFLD1.
      • Label: Resume Name.

   4. Select Done.

   5. Add the next Data Field for Attachments:

      • Id: attachment.
      • Enabled: Yes.

   6. Select Details and add the following parameters:

      • Field Name: ATTACHMENT_ID.
      • Document Type Id: ATTACHMENTS.
      • Max. File Size KB: 3000.
      • File Formats: doc | docx | pdf.
      • Label: Attachment.

   7. Select Done.

   8. Add the next Data Field for Comments:

      • Id: comments.
      • Enabled: Yes.

   9. Select Details and add the following parameters:

      • Field Name: VFLD2.
      • Text Area Enabled: Yes.
      • Label: Comments.
      • Max Length: 1000.

   10. Select Done.

   11. Select Save. A confirmation dialog displays for some default values that will be automatically set for your Data Fields. Select Confirm.

3. Grant permissions to edit the new Background Element from Role-Based Permissions.

   1. Log in to the instance and navigate to Manage Permission Roles by using action search.

   2. Locate the All Employees role and select Edit from the Actions column.

   3. Select Next to navigate to step 2. Add Permissions.

   4. In User Permissions, locate and select the Employee Data section, which controls the access to Background Elements.

   5. Scroll down to the Background section, and ensure that the Resumes element is visible.

   6. Grant Edit permission.

   7. Select Next to navigate to step 3. Preview.

   8. Choose Save.

   9. Log out and log back into your instance to reflect the permission changes.

4. Add the Background Element in People Profile.

   1. Navigate to Configure Latest People Profile using action search.

   2. Select the Personal Data section, where you included the Custom Cards for the other elements in a previous exercise.

   3. Choose Add Card to create a new one.

   4. On the Object Type, select Custom Background Element. Choose Apply to continue.

   5. On the Card Title, type Resumes.

   6. Add the following details:

   Resumes

   Details	Card 1
   Element Name	Resumes
   Primary Field	Resume Name
   Secondary Field	Attachments
   Additional Field	Comments

5. Test your changes from the profile.

   1. Verify your changes, navigating to Home→My Employee File, and review the section where you placed the custom card.

   2. Verify that you have three columns:

      (i) Resume Name – Text Field

      (ii) Attachment with a paper clip icon

      Comments – Text Area Field

   3. Try adding an attachment with an unsupported file format, like an image (.jpg or .png), and choose Upload.

   4. Verify you see an error message, for example: The file type of Image.jpg is not in the supported list doc, docx, or pdf.

   5. Select OK and cancel the action entirely.

In the following exercise, you will be importing employee data for a set of users, to populate details on the Custom Cards you have included in the People Profile and test the results.

1. Import Company values for the Employees in the organization

   Note

   When customers have Employee Central enabled, the Company/Legal Entity is coming from the hris-field which would be assigned when employee is hired. In this example, we will add this organizational data on the standard-element, following the non-EC scenario. More information about the Employee Central scenario is explained in the following learning journey

   Configuring SAP SuccessFactors Employee Central Core

   1. Navigate to Employee Export using Action Search.

   2. Select the option Export User File.

   3. Open the ZIP file and extract it in your local computer.

   4. Open the User Directory CSV file with your editor.

   5. Notice the column K for COMPANY is empty.

   6. Review the locations for each employee on the column N, and based on the location, set the following values on the COMPANY column:

      • Employees located in USA (several locations): GlobalTech USA
      • Employees located in Paris: GlobalTech France
      • Employees located in Shanghai: GlobalTech China
      • Employees located in London: GlobalTech UK
      • Employees located in Walldorf: GlobalTech Germany
      • Employees located in Manila: GlobalTech Philippines

   7. Save the CSV file as a new version.

   8. Navigate to Employee Import using Action Search.

   9. On the Choose File, select your updated CSV file.

   10. Select Validate Import File. If no errors are found, select again your file and choose Import User File.

   11. Navigate to an employee profile and verify the Organizational Details now display the Company value.

2. Import Background Information for Employees in the Leadership and Marketing Departments.

   1. Open your User Data File and filter by DEPARTMENT, to display only employees in the Marketing and Leadership departments.

   2. Keep this file open and navigate to the instance to the Import Extended User Information tool.

   3. Select Background Information on the type of information to import, and choose Download Data Import File Template.

   4. Open the CSV template. Remove the rows for the elements not needed, and leave only these ones insideWorkExperience, outsideWorkExperience, mobility.

   5. Add rows below each of these elements to add the data. 5 rows for each one should be enough, to import data for 5 employees of your choice.

      

   6. Select 5 employees of your choice to import data (copy the User IDs and paste them in column A in the import file.

   7. Fill in information to import. You can use this example:

      Caution

      Some of the fields, like businessType, is associated to a picklist. Make sure to use any of the possible picklist options and nothing else, otherwise you will get an error when validating the import file in Import Extended User Information.
      

   8. Save as a new version.

   9. Navigate to Import Extended User Information using Action Search.

   10. Choose File: Select your updated CSV file.

   11. Select Background Information as the type of information to import, if not already selected.

   12. Select Import by incrementally adding data.

   13. Select Import Extended User Data File.

   14. On the confirmation dialog, select the checkbox to confirm you have backed up all existing records. For the purpose of this exercise, you can continue without backing up the data, since there is no existing background information for these employees.

       Caution

       In a real scenario, you should ALWAYS back up your data before doing any imports on the Extended User Information.

   15. Select Import to confirm.

   16. Verify your results, navigating to one of the employee's profiles. The example below shows how Alex Anderson has now information displayed on the new Custom Cards created.