Importing and Exporting Talent Intelligence Hub Entities

Objective

After completing this lesson, you will be able to use Integration Center to import and export TIH entities.

Integration Center

The Integration Center allows you to build, run, schedule, and monitor simple integrations. It simplifies the common export and import use cases and you can build integrations quickly and easily through a guided workflow. You can use the available predefined templates for building integrations, and you can also create your own templates for the same.

Integration Center supports both file and Web Service-based outbound integrations. For file-based integrations, Integration Center supports CSV, TXT, XML, and EDI/Stacked formats. For Web Service-based outbound integrations, Integration Center supports SOAP and REST outbound integrations. Also, Integration Center supports CSV-based inbound integrations.

Integration Center is part of the SAP SuccessFactors HCM solution. Integrations with ODATA APIs can be built for different modules, such as Employee Central, Recruiting, Performance and Goals, or Succession Management.

In the context of Talent Intelligence Hub, you need to create outbound integrations by using Integration Center to allow you to import and export TIH data. In the tool, you import the Integration Definitions first, and then create and run the integrations by using an SFTP location to store the files to be imported as well as a destination to export data.

Note

All things about Integration Center tool can be found in the SAP Help Portal: Using the Integration Center

The SAP Business Accelerator Hub includes the built-in templates that can be imported into Integration Center. The catalog for SAP SuccessFactors can be located here: https://api.sap.com/products/SAPSuccessFactors/overview

Import of Talent Intelligence Hub Entities

Standard integration templates can be used to import data into Talent Intelligence Hub Library of SAP SuccessFactors. These templates are available in the Talent Intelligence Hub data structure API to import, export, and map content in the Business Accelerator Hub of SAP. SuccessFactors Talent Intelligence Hub Library Import Templates

Import templates are provided for Attributes, Tags, Behaviors, Attribute and Tag Mapping, Attribute and Behavior Mapping. The following integration templates (ICD files) are available for Talent Intelligence Hub Import:

  • Talent Intelligence Hub Attribute Import: Job for importing attributes in default language (like en_US).
  • Talent Intelligence Hub Attribute Text Import: Job used to import translations for attributes. Attributes must already exist in the system.
  • Talent Intelligence Hub Tag Import: Job for importing new tags. Required before importing translations.
  • Talent Intelligence Hub Tag Text Import: Job for importing translations. Tags must already exist in the system.
  • Talent Intelligence Hub Attribute Tag Mapping Import: Job for importing mappings between attributes and tags to categorize them.
  • Talent Intelligence Hub Behavior Import: Job to import behaviors in default language (like en_US).
  • Talent Intelligence Hub Behavior Text Import: Job for importing translations. Behaviors must already exist in the system.
  • Talent Intelligence Hub Attribute Behavior Mapping: Job to import mappings between behaviors and competencies.
  • Talent Intelligence Hub Attribute Proficiency Level description Import: Job to bulk import and manage proficiency level descriptions for attributes, supporting multiple languages.
  • Skill Standardization Import. This job will standardize skill names in the Attributes Library to standard names in the SAP SuccessFactors skills taxonomy. To use this import, it is necessary to enable this AI feature and run the TIH Standardization Job in Scheduled Job Manager to receive the suggestions for skill standardization. Administrators can then use this integration center definition to apply changes on their Skill Library and update the skill names.

Export of Talent Intelligence Hub Entities

The following integration templates (ICD files) are available for Talent Intelligence Hub Export: Export templates are provided for Attributes, Tags, Behaviors, Attribute and Tag Mapping, Attribute and Behavior Mapping. These templates are available in the SAP Business Accelerator Hub.SuccessFactors Talent Intelligence Hub Library Export Templates

  • Talent Intelligence Hub Attribute Export. Job for exporting attributes in default language (like en_US).
  • Talent Intelligence Hub Attribute Text Export. Job used to export translations for attributes in multiple languages.
  • Talent Intelligence Hub Tag Export. Job for exporting tags in default language.
  • Talent Intelligence Hub Tag Text Export. Job for exporting tags in multiple languages.
  • Talent Intelligence Hub Attribute Tag Mapping Export. Job for exporting mappings between attributes and tags.
  • Talent Intelligence Hub Behavior Export. Job to import behaviors in default language (like en_US).
  • Talent Intelligence Hub Behavior Text Export. Job for exporting behaviors in multiple languages.
  • Talent Intelligence Hub Attribute Behavior Mapping Export. Job to export mappings between behaviors and competencies.

SkillsPlex Library Import into TIH

Customers can get started with the predefined Skills Library from SkillsPlex, which is now free of cost.

Once a system has upgraded to Talent Intelligence Hub, the Skills Library can be downloaded from the SAP Business Accelerator Hub and then use Integration Center to import the necessary skills for their organization.

SuccessFactors Talent Intelligence Hub SkillsPlex Import

The available files that can be used as a reference are:

  • SkillsPlex Attribute Import. Includes the catalog of Skills data from SkillsPlex.
  • SkillsPlex Attribute and Tag Mapping Import. Contains the mapping of skills to tags.
  • SkillsPlex Tag Import. Contains the SkillsPlex Tags.

There are some considerations when importing skils from the SkillsPlex library:

Growth Portfolio Import and Export

The following Integration Center Definition (ICD) templates allow you to import and export attributes and associated ratings of people maintained on their Growth Portfolio by using them to create the integration in Integration Center and export the data into your SFTP location or import data from your SFTP location.

The Growth Portfolio Export template is available here: SuccessFactors Talent Intelligence Hub Growth Portfolio Export Template.

An example of the Growth Portfolio Export CSV file.

When the integration center job runs for the first time, it will do an Initial Export, extracting the data from all users to ensure a complete data transfer. Any sub sequence exports will only extract delta changes since the previous run. Only the latest proficiency data will be exported

The Growth Portfolio Import template is available here: SuccessFactors Talent Intelligence Hub Growth Portfolio Import Template. It can be used to import Growth Portfolio data including Attributes, Proficiency Levels, Passionate About or Expecting Ratings for employee(s)

Import Data into Talent Intelligence Hub with Integration Center

In the following steps, you'll learn how to create and run an integration in Integration Center and import new attributes (Skills) into Talent Intelligence Hub.

Prerequisites

It's required to have an SFTP account where files can be stored and imported into the system or exported into that location. Customers are entitled to two SFTP accounts (Test and Production). For more information about the steps on how to request an account, check the following KBA:2278826 - SAP SuccessFactors SFTP Account Details

Steps

  1. Export or create the CSV file for the Talent Intelligence Hub element you wish to import (for example, Tags, Attributes, and so on). If you choose to create the CSV file, the header must contain the columns relevant for each entity. This information can be found in the SAP Business Accelerator Hub on the Overview page of the integration package.

    Note

    As an example, the Talent Intelligence Hub Attribute Import file must contain the following fields:
    • default Locale
    • external ID
    • name
    • description
    • type
    • status

  2. Complete the CSV file with the data that you want to import and save the file with a meaningful name (like AttributeImport.csv)

  3. Log on to the SFTP server and select the folder from where SAP SuccessFactors can retrieve the CSV file (an example of a folder name could be TIH_Import).

  4. Upload the CSV file into the SFTP location.

  5. Download the Integration Center Definition (ICD) from SAP Business Accelerator Hub.

    1. Navigate to the SAP Business Accelerator Hub. The following link displays the available integration packages for SAP SuccessFactors: https://api.sap.com/products/SAPSuccessFactors/integrations/packages

    2. On the Search box, type Talent Intelligence and select Enter.

    3. From the results displayed, locate the Talent Intelligence Hub Library Import Templates package.

      Type Talent Intelligence in the search box and press Enter. Locate the SuccessFactors Talent Intelligence Hub Library Import Templates package.

    4. Select the following Integration Center Definition: Talent Intelligence Hub Attribute Import. The .icd file is downloaded into your computer.

      Select Talent Intelligence Hub Attribute Import to download the .icd file.

  6. Import the Integration Definition into Integration Center.

    1. Log in to your instance as an administrator.

    2. Navigate to Integration Center by using Action search.

    3. Select My Integrations.

    4. Choose the Create button. From the options available in the dropdown list, select the last one Import an Integration Definition.

      Select My Integrations, click Create, and select Import an Integration Definition from the dropdown.

    5. Locate the .icd file you downloaded previously and choose Upload.

  7. Create and run the integration to import data into Talent Intelligence Hub

    1. From the previous step, continue on the Integration Center. A menu with several steps displays to set up your integration and run it successfully.

    2. In the first step Options, you can rename your integration and add a description as an optional step. The Destination Page Size can be left as-is with a value of 1000. Select Next to navigate to the next step.

    3. In the Configure Fields step, select Upload Sample CSV and choose the CSV file you created with the attribute data to import from your local computer. Select Upload to confirm. Preview the sample data to be imported.

    4. Select Next to continue to the following step.

    5. In the Source Settings step, add your SFTP details, including:

      • SFTP Server Host Address
      • SFTP User Name and Password (your credentials)
      • File Name Prefix (the file name)
      • File Extension (csv)
      • File Folder (location of the file within your SFTP account)
      In Source Settings, enter your SFTP details: server address, username, password, file name prefix, extension, and folder.

    6. On the step Review and Run, you can choose if the integration runs once, daily, weekly, and so on. Select the desired option and choose Next.

    7. The last step is to review all the information, and you choose Run Now or Set Schedule, depending on the option chosen in previous step f). You'll need to save the integration before it runs and integration will be submitted.

      In the final step, review the information and choose Run Now or Set Schedule. Save the integration before submission.

  8. Confirm the results of the Integration in the Execution Manager Dashboard.

    1. Navigate to Execution Manager Dashboard by using Action search, or select the Integration Center tile available in Admin Center to navigate to the same location.

    2. Select the Integration Center section.

    3. Check here the results of the integration and whether the process state failed or run successfully.

  9. Confirm that the data has been imported into Talent Intelligence Hub.

    1. Navigate to Manage Talent Intelligence Hub by using Action search.

    2. Select the Attributes tab.

    3. Locate the new attributes in the Attributes Library. You can use the Created Date filter to search for those attributes created on today's date.

Configure Talent Intelligence Hub as an Administrator

In the following exercise, you'll be completing several actions to configure Talent Intelligence Hub as an administrator.

  • Update role-based permissions to include 2nd Level Reports and Matrix Reports in the Team View access.
  • Create an integration definition to import attribute data into Talent Intelligence Hub

Steps

  1. Update role-based permissions to include 2nd Level Reports and Matrix Reports in the Team View access.

    1. Navigate to Manage Permission Roles using Action Search.

    2. Select the existing role named TIH - Team View.

    3. Select Edit.

    4. Choose Next to navigate to step 2. Add Permissions.

    5. On the User Permissions, locate the Growth Portfolio permission and make sure that the following are enabled:

      • View
      • Edit (this permission enables Edit Proficiency Level and Mark as passionate).
      • Create
      • Team View

    6. Select Next and Save to save all your changes.

    7. Choose the Assignments tab. You will be editing the existing role assignment for Managers and create an additional one for Matrix Managers.

    8. On the Role Assignment - TIH Team View, select the Edit action and make sure to have the following details:

      • Grant Access To: All Managers
      • Target Population: Granted Users' Direct Reports
      • Include access to the Reports of the Granted Users’ Direct Reports (levels down): 1
      • Select the option Granted users also have the same access to themselves.

    9. Choose Next to navigate to 4. Define Target Criteria. Leave it as All.

    10. Choose Next, to navigate to the last step.

    11. Choose Save.

    12. Add a new role assignment for all matrix managers. Select Add Role Assignment.

    13. Add the following details:

      • Name: TIH - Matrix Managers
      • Grant Access To: All Matrix Managers
      • Target Population: Granted Users' Matrix Reports
      • Select the option Granted users also have the same access to themselves.

    14. Choose Next to navigate to 4. Define Target Criteria. Leave it as All.

    15. Choose Next, to navigate to the last step.

    16. Choose Save.

  2. Create an integration definition to import attribute data into Talent Intelligence Hub

    1. Use your internet browser to navigate to the SAP Business Accelerator Hub > SAP SuccessFactors category https://api.sap.com/products/SAPSuccessFactors/overview

    2. Select the Integrations tab.

    3. On the Packages sub-tab, there is a search box. Type tih and select enter.

    4. From the available packages, select the SuccessFactors Talent Intelligence Hub Library Import Templates.

    5. On the Integration Center Definition tab, select the Talent Intelligence Hub Tag Import. An .icd file will be saved into your local computer.

      Caution

      You will be required to log in first to download the .icd file.

    6. Navigate to Integration Center using Action Search.

    7. Select My Integrations

    8. Select Create and choose Import an Integration Definition.

    9. Select the Browse button and locate the .icd file you downloaded previously.

    10. Choose Upload.

    11. On the first step, change the Integration Name to: TIH Tag Import, and choose Next.

    12. The following step shows a Sample Data View, including the columns that should be in the CSV file. The file with the data to import should be stored in your SFTP location.

      Hint

      To review the information about each field in the CSV file, check the following resource: https://api.sap.com/package/SuccessFactorsTalentIntelligenceHubAdminImportTemplates/overview

    13. On the following step, you would include the File Server Settings, File Name and Folder Settings :

      • SFTP Server Host Address
      • SFTP User name and password
      • File Name
      • File extension. Should be csv
      • File Folder (where the import file will be found in SFTP account)

      Note

      SFTP Account Details are not provided as part of the learning journey. If you have any test account, you can try adding these. Otherwise, just follow the steps but the execution of the job would not be successful if an SFTP file location cannot be included on the integration.

    14. Select Next and Save.

    15. You can navigate to the Review and Run step and run the integration or schedule it at a later time, if you have the SFTP account.

    16. To check the status of the integration, navigate to Execution Manager Dashboard and confirm the results.

Summary

Some of the key takeaways for this lesson are:

  • The Integration Center can be used to build, run, schedule and monitor simple integrations, and in the context of Talent Intelligence Hub, integration definitions from the SAP Business Accelerator Hub can be imported to create the integrations to import and export data from and into Talent Intelligence Hub.

  • Some of the available integration definitions allow to map attributes to tags, import translations for attributes or export growth portfolio data from users.

  • Customers can use the SkillsPlex integration definitions to import a skill library from scratch.

Learning

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