Customizing the Home Page

Objectives

After completing this lesson, you will be able to:

  • Describe the Home Page
  • Use Manage Home Page feature to customize the Home page

Home Page

The SuccessFactors Home page is the default start page of the SAP SuccessFactors HCM Suite. On the home page you can view pending deadlines, outstanding issues, and valuable team metrics and business analytics. It provides an overview of activity across the SAP SuccessFactors HCM Suite and helps you to take action quickly when necessary.

Navigation Menu (or Main Menu)

The Navigation Menu (also referred to as the Main Menu) is available as a dropdown menu in the upper-left corner, and displays the modules to which you have access. Depending on a user’s role within the organization, they may see different options in the menu. For example, an administrator will see Admin Center, but a basic End User will not. This access is determined by permissions and/or system configuration.

Note
The top name of the Navigation Menu changes as you move throughout the system to indicate the page you are viewing.

Name Dropdown Menu

The smaller dropdown from the Name Menu at the top right of the screen allows employees to proxy as another user, access and manage their personal settings and preferences from Settings, access Admin Center, and log out of the system.

Settings

The Settings link from the name dropdown menu allows users to manage their personal settings and preferences. This includes passwords, notifications, language, forms, proxy assignment, groups, and mobile access. To access the Settings page, choose the Name menu and select Settings from the dropdown menu.

You can set a number of individual options using the Settings page:

  • Password change, if applicable. This option is not applicable if your company uses single sign-on (SSO).

  • Security question selection, if applicable. This option is available if security questions are enabled under Company Settings.

  • Receipt of notifications from the system, if applicable. This is an optional function for ALL notifications and is available depending on your system settings.

  • Language preference selection, if applicable. This only applies if your instance is a multilingual implementation.

  • Proxy assignment, if applicable. You can assign proxies if this feature is turned on and become a proxy if you are assigned as a proxy.

  • Personal Calendar Settings: When the feature is enabled, people can choose the Gregorian, Buddhist, or Hijri calendar as their primary calendar, in their personal account settings. Then, in date fields throughout the system, they can select and view dates based on their primary calendar.
Note
The settings for your instance of SAP SuccessFactors vary depending on your global settings. The listed options might or might not be accessible.

Home Page

The Home page is the default start page of the SAP SuccessFactors HCM Suite. For employees, the Home page is the main entry point to the SAP SuccessFactors application and generally the first page we see after logging in. It shows pending tasks, highlights, recent activities and help users to take action quickly.

The Home page contains tiles that can be customized using theManage Home Page feature. As an administrator, you can set up the Home page to display Tiles with key information for employees.

There are currently two available versions of the Home page.

• The legacy home page is in deprecation and will be deleted. Customers are encourage to use the latest home page.

• The latest home page, also called the re-imagined home page is intended to replace the legacy experience. The latest home page is available to all customers.

Home Page Redesign

The home page has been redesigned to make it simpler to use and more engaging.

It can be enabled from the Upgrade Center and the access can be controlled from Role-Based Permissions. It is possible to use role-based permissions to enable the latest home page for a pilot group, before rolling it out more broadly.

The home page is available to all customers and there are no prerequisite features that are strictly required to enable it, other than core features of the SAP SuccessFactors platform, such as Role-Based Permission.

The latest Home page experience includes the following:

  • Quick access to frequent or important actions
  • Dynamic, individualized content for the user
  • Custom content for the organization
  • A consistent experience on all devices, both on the Web and in our mobile app
  • A banner image for branding
  • A simplified administration experience

Although you can use the latest home page with only custom content, it's most useful with system-generated content.

The following product areas currently show content on the latest home page:

  • Compensation, including Variable Pay and Spot Awards
  • Employee Central Payroll
  • Employee Central Time Off and Time Sheet
  • Performance and Goals, including Goal Management, Continuous Performance Management, and Continuous Feedback
  • Onboarding
  • Recruiting

Survey cards appear on their own, near the top of the page.

Quick Actions

By default, all available quick actions are selected. As an administrator, you can choose to hide the ones you do not want to use, except Favorites and Saved for Later, which are always visible. There is a maximum number of 16 quick actions that can be visible on your home page.

On Manage Home Page select the pen icon for the Quick Actions.

Deselect the quick actions that you do not want to use. You can always select any quick action to show it again. You can also choose whether you want to use 5 predefined colors or 1 predefined color for quick actions on the home page. If you don't want to use either of the predefined color options, you can configure the color in Theme Manager

Quick Actions are visible based on role-based permission and system configuration. If configured in the system and relevant to a person's role, the following quick actions are available:

  • Create Activity quick action enables you to create an activity in Continuous Performance Management.
  • Report Center quick action takes you to the Report Center page.
  • Favorites quick action enables you to review a list of available links and select your favorites, so that you have quick access to them on the Home page.
  • My Team quick action enables managers to review information about their team of direct reports and take necessary action.
  • Clock Time quick action enables you to clock in and clock out.
  • Complete Payroll Tasks quick action takes you to your payroll tasks. It enables you to view the list of employee events and the corresponding infotypes that should be updated or maintained for payroll requirements. You can view task details and set the status of the payroll tasks.
  • Delegate Workflows quick action enables you to assign a delegatee to process your workflows during a specified period.
  • My Profile quick action takes you to your People Profile.
  • Org Chart quick action takes you to the company organization chart.
  • View Admin Alerts quick action takes you to Admin Alerts.
  • View Team Absences quick action takes you to the absence calendar for your team.

Administrators can add custom links to the Favorites quick action on the latest home page.

Custom links are optional. If you add them or import them from the legacy home page, they're included in the Available list, along with the standard links we provide by default. You can configure one or more target groups who can see each link. You can also add a localized link name and description for each language in the system.

The available list on the Favorites quick action is alphabetical to make it easier to scan.

Manage Card Settings

Home page cards are generated dynamically for each user, based on system configuration and business process. However, some card types may not be appropriate for all customers. You can now disable the following card types so that they're no longer generated dynamically.

First, when you go to Manage Home PageCard Settings , you can use the Manage Card Settings page to disable one or more card types.

After a card type is disabled, you can delete all existing cards of that type by going to Scheduled Job Manager Job Scheduler Create Job Request and selecting the job type Delete Cards from Database. When the job is executed, all existing cards of that type are deleted from the database and removed from the user interface. In the following example, only the Goals card type is available in the job parameters because it's the only card type that's disabled in the system.

Note

You can only disable card types that are listed on theManage Card Settings page. If a card type isn’t listed, its visibility isn’t configurable, and it can't be disabled. You can only delete existing cards if the card type has been disabled on the Manage Card Settings page first. If a card type isn't listed in the job scheduler, either it hasn't been disabled yet or its visibility isn’t configurable, and it can't be deleted.

Mobile Use of Custom Cards

Custom cards or custom quick actions can be hidden on the home page in iOS and Android mobile apps, if they contain web links that don't work on mobile devices. By default, custom cards and quick actions are shown on both web and mobile applications. This configuration option enables administrators to prevent mobile app users from seeing web links that don't work.

For You Today

The section "For You Today" contains system-generated content, helpful and engaging, according to predefined business logic. Content is ordered by urgency and value and then adjusted based on the engagement with it.

Some examples include:

  • Updates to the job application status
  • Goals that are due soon or overdue
  • Recent updates to the activities in Continuous Performance Management
  • A recognition award you received
  • Complete Learning Assignments
  • Complete New Hire Compliance Task
  • Complete New Hire Personal Data Collection Task
  • Complete 360 Reviews Tasks
  • Complete Calibration Tasks
  • Finish Your Employee Profile
  • Complete Interview Assessment Recruiting
Note
Not all to-do tasks are shown on the latest home page. All the to-do tasks are visible in the page header and it is possible to complete them from the to-do panel on any page.

From Your Organization

As an administrator, from the Action Search, go to Manage Home Page. It is possible to create custom content or apply branding to the home page. Because much of the content on the latest home page is dynamically generated, the administration experience is much simpler.

Manager Experience on the Latest Home Page

The latest home page gives managers several options.

The My Team quick action enables you to review information about your team and take necessary action. You can do the following:

  • See information about each team member (direct report), such as recent activities and achievements, key competencies, or performance rating.
  • Take actions such as changing job or compensation information, making a one-time payment or deduction, or adding notes or badges to their profile.
  • Go to other pages with information about each team member, such as their goal plan, their development plan, or the performance/potential matrix.
  • See direct reports and matrix reports in separate lists, instead of one list of all team members.
  • See longer job titles wrapped over two lines, without truncation.
  • With the My Team card, reminding you of your team's pending tasks, you can now:
    • See each team member's name and avatar image in the Pending Tasks dialog.
    • Choose Dismiss to dismiss the reminder for 7 days or choose Remind Me Tomorrow to dismiss it for 24 hours.
  • The My Team reminder card in the For You Today section informs you when your direct reports have tasks that are overdue or due in the next seven days. Use the card to send them an e-mail reminder.
  • The Birthday and Work Anniversary cards remind you when a team member has an upcoming milestone. A first reminder appears on the first day of the month, for all birthdays and work anniversaries on your team in the coming month. A second reminder appears on the day of the milestone.
  • The Approvals section enables you to quickly approve and decline requests from your team or about members of your team.
  • The View Team Absences quick action enables you to see the absence calendar for your team.
  • The Delegate Workflows quick action enables you to assign a delegatee to process your workflows during a specified period.
  • The Org Chart quick action enables you to access the company organization chart.
  • The Report Center quick action takes you to the Report Center page.

Manage the Home Page

From Manage Home Page, Administrators can control content on the home page. There are different features, such as:

  • You can choose to hide the banner image.
  • You can see a warning on the Manage Organization Updates page when the maximum of 100 custom cards is reached.
  • We increased the maximum number of quick actions on the home page from 8 to 16. Administrators may want to increase the number of quick actions you choose to use.
  • You can now set the order of custom cards. They're now displayed on the home page in the order you set them in the administration tool.
  • We separated the Manage Home Page tool into several subpages. Use the> (arrow) icon to access different administration functionality.

UI integration cards

As of 1H 2023 release, users can add the following UI integration cards into their workspaces after administrators download the new content package named "HR Cards from Home Page" and enable the corresponding cards it contains.

  • Compensation Statement
  • Spot Award Congratulations
  • Time for a break?
  • Activity
  • Goals
  • Job Application
  • Compliance Forms
  • Help Us to Know You Better
  • Onboarding Guide

To-Do alerts and panel

With the home page, you can also see to-do alerts at the top of every page, indicated by a checkmark icon. The icon shows the number of pending to-do items you have.

You can select the icon on any page to open a to-do panel on the side of the page. The to-do panel shows you all of your to-do items and allows you to take action from any page, without navigating back to the home page.

You can review the Home Page Guide on the SAP Portal:

Managing the Home Page

Working with custom cards

Business example

You can add or edit custom cards that are shown in the Organization Updates section on the latest home page. Custom cards display custom content on the latest home page, for a specific audience or date range. You can have a maximum of 100 custom cards on the Manage Home Page screen. A maximum of 16 custom cards can appear on the Home page itself, for any one user.

Task 1: Adding or editing custom cards

Steps

  1. From the Action Search, go to Manage Home PageOrganizational Updates .

  2. Choose Add Card to create a new card.

    Note
    To edit an existing card, skip steps that are already done, make your edits, and advance to the end of the wizard to save your changes.
  3. Enter the card name and description.

  4. Choose Next or scroll to the next step.

  5. Enter a title for the card. You can also enter a subtitle. The values you enter are used by the default locale. Choose the globe icon to add translations for other languages in the system.

  6. Browse to an image for the thumbnail and select it. For best results, follow onscreen recommendations for image file size and aspect ratio. The preview pane displays a preview of the card as it appears on the home page.

  7. Choose Next or scroll to the next step.

  8. Choose a Target behavior from the dropdown menu to specify what happens when you interact with the card.

    1. Choose Popover to open more content in a dialog window.

    2. Choose URL to open a new page.

    3. Choose E-mail to open a new e-mail to specified addresses.

    4. Choose No Target if you don't want the card to be interactive. It's just a title, subtitle, and image.

    5. Choose JavaScript URL to execute instructions in a JavaScript file at a specified URL.

    Note

    When you choose this option, the card executes any code in a JavaScript file that you provide. You're responsible for the quality and security of the code. We don't provide support for any issues that result from custom JavaScript code.

  9. If you select Popover, configure the popover content.

    1. Template:

      You can:

      1. Choose one of the provided content templates.
      2. Select No Template to start with a blank text box in the text editor.
      3. Select Raw HTML to enter custom HTML, without a text editor.
      4. Select Video File to embed a video file stored on a private site, such as your company intranet. Typically, it ends with a video file extension, such as .mp4.
      5. Select Iframe to embed content in an inline frame (iframe), such as a video on a public video site. Many popular video platforms use iframes to embed videos and you can copy the URL from the source attribute (src) in the embed code.
    2. Language:

      Choose the language of your content. You can add content in different languages for the same custom card.

    3. Content:

      Enter the content of the popover dialog, in the selected language.

    4. URL:

      For the Video File or Iframe options, enter the URL for the content you want to display.

  10. If you selected URL, configure the target URL:

    1. URL: Enter the target URL opened by the card.

    2. Open Link in New Window/Tab: Select this option to open the target URL in a new tab or window.

  11. If you selected E-mail, enter e-mail addresses for one or more recipients of the e-mail opened by the card.

  12. If you selected JavaScript URL, enter the URL of the JavaScript file.

  13. If you're already familiar with how to use business rules with custom cards and you've already created the necessary rules, you can set the Rule-basedswitch to On and specify different rules to trigger different target behaviors. Otherwise, keep the switch set to Off for now and set up the rest of the card. Then set up rule-based content later.

  14. Choose Next or scroll to the next step.

  15. Specify who can see the card and when.

    1. Target Group: Select one or more target groups who can see the card. You can also add Active: or edit groups before selecting them.

    2. Choose Always to always show the card on the home page, for selected groups, or choose a Date Range when the card is shown.

  16. Choose SaveOK

Result

As a result, the custom card is shown in the Organizational Updates section of the home page, for the specified target group and during the specified dates.

Task 2: Changing the order of custom cards

You can change the order of custom cards displayed in the Organizational Updates section on the latest home page. Cards are displayed in the order you set, but only for relevant target groups, at specified times. For example, you might have one custom card that's important during a certain date range each year and another that's always important. You can put the date-specific card in position 1 so that it appears first when it's most important and the other card in position 2 so that it appears first the rest of the year. Or, for people in multiple roles, you might decide to prioritize content aimed at one target group (such as managers) over another (such as individual contributors).

Steps

  1. From the Action Search go toManage Home PageOrganizational Updates.

    The current display order is shown in the Order column.

  2. Move a card to a different place in the order.

    1. Drag and drop the table row using a mouse.

    2. Highlight a table row by selecting it with a mouse or Spacebar. Then use "Move up" and "Move down" icons to change the order.

  3. Choose SaveOK to save changes. You can also choose CancelOK to revert changes and restore the previously saved order.

Result

As a result, custom cards are displayed in the Organizational Updates section in the order you set, for the relevant target groups and at the specified times.

Note

Remember that a maximum of 16 custom cards can appear on the home page itself, for any one user.

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