| Instance | An instance is the front end, or customer-facing view, of SAP SuccessFactors systems. |
| Provisioning | Provisioning is the key configuration tool that SAP SuccessFactors uses to control many aspects of a customer instance. In essence, Provisioning is the back end of the system. Customers do not have access to Provisioning. |
| Admin Center | Admin Center is the central access point to a wide range of administrative features and tools that can be used to configure and maintain the SuccessFactors application. Admin Center can be used to monitor overall system health, manage cross-suite and third-party integrations. Unlike Provisioning, customers do have access to Admin Center. |
| Role-based Permission (RBP) | Role-based Permissions (RBP) are used to manage users’ permissions in SAP SuccessFactors. The two main components of RBP are permission roles and permission groups. Roles contain the various permissions necessary to perform tasks in an instance. Groups, which can be static or dynamic, contain the actual users who are granted access to roles via group membership. |
| Proxy | The proxy function allows one employee to act on behalf of another. |
| Home Page | The Home Page is the default starting page of the SAP SuccessFactors HCM Suite. For employees, the Home Page is the main entry point to the SAP SuccessFactors application and is generally the first page they see after logging into the system. It shows pending tasks, highlights recent activities, and helps users access common functions or areas of an instance quickly. |
| Org Chart | The Org Chart provides an interactive view of the organizational hierarchy and reporting relationships, including matrix managers, for your users. |
| Picklist | A picklist is a configurable set of options from which a user can select, typically in a dropdown menu or smart search list. |
| Metadata Framework (MDF) | The Meta Data Framework (MDF) is a platform functionality that allows consultants and customers to extend existing SuccessFactors HCM suite capabilities. The main building blocks of these extensions are called Generic Objects (GO). |
| User Data File (UDF) | The UDF is a comma-separated value (.csv) file and is used to add or change data for one or more employees’ records at a time. It is created manually or as an automated output from your Human Resources Information System (HRIS). |
| Form Templates | These templates contain the layout, sections and fields for each form. They are used to create individual forms for the target population. |
| Forms | In some areas of Admin Center, forms are referred to as documents. They are created from form templates and are used to record information, including employee performance evaluations during review cycles. |
| Job Code | This is a code assigned to each employee that is often mapped to a job role. Competencies are also mapped to job roles so a user’s job code can be used to determine the correct competencies to add to a user’s performance form automatically. |
| Line of Sight | This describes the reporting visibility of an individual within SAP SuccessFactors. For example, managers can view direct reports and those below. |
| Rating Scale | This determines the values, and meanings attached to those values, that will be used during performance evaluations and other areas where ratings are required. |
| Role Names | Role names are used in multiple modules and control various permissions: - E — Employee
- EM — Employee’s manager
- EH — Employee’s HR representative
Data supplied in an employee import file determines EM and/or EH roles. Customers can also set their own roles using Role-Based Permissions (RBP). |
| Route Maps | Route maps establish the workflow and steps that employees follow during a business process. Route maps specify the order in which a form moves from one employee to another and what employees can do during each step. |
