Managing Business Configuration

Before setting up the Manage Business Configuration, the following limitations should be considered:

Before the customer can use the Manage Business Configuration, you have to upload the data models the customer wants to use. It is recommended that you also download already existing succession data models for backup purposes.

The XML must be loaded after you have activated the switch in Provisioning → Company Setting: Enable Business Configuration in Admin Tools.

The customer can only assign picklists from Manage Business Configuration after these picklists have been created from the Picklist Center. The customer cannot directly create picklists from Manage Business Configuration.

Manage Business Configuration is a Provisioning opt-in feature. There are different steps to follow when you want to enable Manage Business Configuration.

A Succession Data Model xml file needs to be uploaded in Provisioning.

Before you upload the data model, it is recommended to download the existing succession data models for backup purpose.

a. From Provisioning, select the company. Under Succession Management, select Import/Export Data Model.

b. SelectImport File option and select Choose File.

c. Search for the data model in the system and upload it.

d. Choose Submit

If the upload fails, the reason is displayed. Resolve the issue and upload the data model again.

Manage Business Configuration provides an interface to update the Succession Data Model without editing the XML. Manage Business Configuration allows the administrators to make changes to the configuration without the help of an implementation consultant.

From Provisioning, select the company to work with.

In Edit Company Settings, select Company Settings.

Make sure that Enable Generic Objects is enabled or enable it if it is not already the case.

Search for Enable Business Configuration in Admin Tools and enable it.

Scroll up and select on Save Features.

Type the Company ID and select Confirm.

Manage Business Configuration provides an interface to update the Succession Data Model. It is important that the changes from the UI are propagated to the XML. This is done using a sync job.

Once Manage Business Configuration is enabled from Provisioning, a job has to be created to sync Manage Business Configuration with the Succession Data Model. This is a one-time task. After the sync runs for the first time, future updates to Manage Business Configuration are automatically pushed to the Succession Data Model. Once the Succession Data Model and Manage Business Configuration have been synchronized, Manage Business Configuration displays HRIS and Standard elements even if they have been deleted from the XML. However, these deleted elements appear as disabled.

It is important to note that Manage Business Configuration is locked during synchronization.

Do not try to edit the configuration during the sync. This may cause differences between Manage Business Configuration and the Succession Data Model

1) Create a Job.

From Provisioning go to Manage Schedule Jobs

ChooseCreate New Job

In the Job Name field, provide a name that identifies the type of job in order to help you identify the job later.

4) In the Job Ownerfield, provide the name of the administrator who will own the job.

5) For the Job Type dropdown, select Synchronize Business Configuration For the Job Parameter, note that Synchronize Business Configuration job does not need an additional parameter to be specified.

6) Go to the Job Occurrence & Notification section. In Occurrence, select Once.

7) Manage Business Configuration sync job must only be scheduled to run once. After the sync runs for the first time, any subsequent upload of the Succession Data Model XML will automatically trigger this job.

8) Define a Start Date.

Choose Create Job. You are taken to Manage Schedule Jobs page.

2) Run the Job.

From Provisioning, go to Manage Scheduled Jobs.

From the list of jobs, search for the job you created.

In the Actions column for this job, select Submit to run the job based on scheduled time or select Run It now to run the job immediately.

A job is triggered.

3) Monitor the Job.

In Provisioning, from Managing Job Scheduler go to Monitor jobs.

From the list of jobs, search for the job you started.

You can check the status of the job under the Status column.

Status Completed indicates success whereas Failed indicates the job did not succeed. If the job is not successful, check Details to identify the issue, fix it, and restart the job. Sometimes, even if the Synchronize jobs are successful and the status is Completed, some of the elements might not have synced. In such cases, select Details link to view the list of elements that are not synced in Manage Business Configuration.

What to do when the Succession Data Model and Metadata Framework are not in sync?

While using Manage Business Configuration, some inconsistencies may be found where the Succession Data Model is not in sync with MDF.

In order to resolve inconsistencies, you can try the following:

• If fields added from Manage Business Configuration are not present in Admin Center > Manage Permission roles, you can export and reimport the Succession Data Model again.
• If Manage Business Configuration is locked, it might be due to the Succession Data Model and MDF are not in sync. Upload the SDM again and check if Manage Business Configuration is unlocked. If not, manually trigger the MDF Object Definition to DB Sync job from Provisioning.
• When you manually add the fields in the Data Model XML but they do not appear in Manage Business Configuration, you are advised to refresh the metadata using the tool in Admin Center > OData API Metadata Refresh and Export.

Administrators to Manage Business Configuration will need the following permissions in RBP:

Under Metadata Framework:

• Manage Data
• Access to non-secured objects
• Import Permission on Metadata Framework
• Manage Configuration UI
• Configure Object Definitions

Under Manage Business Configuration

Select the necessary checkboxes for the different type of elements that should be available from Manage Business Configuration.

You can access the Manage Business Configuration from the Admin Center:

Use the Action Search to navigate to Manage Business Configuration tool.

On the left-hand side of the screen, you will see a list with elements that can be configured using the Manage Business Configuration.

For the purpose of this training, we are interested in the Employee Profile Section. Here you find standard elements that are shown in the different  blocks of People Profile. 

On the right-hand side of the screen, you can maintain the actual elements. The picture shows you the layout of the Manage Business Configuration. A check mark on the left-hand side of the screen indicates the element is used.

The Employee Profile section displays all configurable standard elements. Typical Use Cases for Configuring Standard Elements:

• Change the label

• Change or add translations for a label

• Disable or enable the element

Caution: When you disable a standard element, the element is deactivated and removed from the Succession Data Model. As a result, this element is no longer part of any XML download or export. We suggest you test this change before disabling any HRIS elements in a production system.

When you enable a standard element, verify that the correct permissions have been applied to the activated element (field), otherwise it will remain invisible. Permissions used for Employee Profile in Platform are located in Employee Data permissions section in RBP.

CSV picklists can be added to standard elements using Manage Business Configuration. Once you select any standard element, one of the available options is Picklist. Simply open the dropdown list and choose your picklist and save your changes.

In order to make field visible on your People profile, or change the order of the fields, use Configure People Profile tool as explained in previous module.