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SAP Learning Class | Implementing and Administrating SAP SuccessFactors Agent Performance Management

Scrolling tab | Implementing and Administering SAP SuccessFactors Agent Performance Management

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Overview of Agent Performance Management

Configuration and Setup

Managing Producers, Brokers and Vendors

Customers, Policies and Ownership

Data Integration

Commissions and Payouts

Appendix

SAP SuccessFactors Agent Performance Management

This learning journey provides the configuration necessary to implement and administer SAP SuccessFactors Agent Performance Management.

Learn how SAP SuccessFactors Agent Performance Management (APM) helps insurance carriers streamline compensation processes and manage producers, brokers, vendors, customers, policies, and more. Get hands-on configuration guidance and understand the data integration and commissioning processes. # This description was auto-generated #

SAP SuccessFactors Agent Performance Management Introduction Video

Welcome to our training on SAP SuccessFactors Agent Performance Management, or APM. We are delighted that you have made us part of your learning journey. During this training, you'll learn how APM helps its users face the many challenges faced by the typical insurance carrier, and how it eliminates the need to maintain multiple and independent sources of information used to compensate its producers. We'll start with an overview of APM, and get you familiar with its features and the user interface. From there, we'll guide you through the configuration steps you will need, such as security, customizations, field validations, and the data model. Then we'll move into managing producers, brokers, and vendors. Then we'll cover customers, policies, and ownership. We'll then take you into the data integration process, covering data import formats, file sleeps, and much more. Finally, we'll cover the commissioning process, where we'll show you how to set up a commission schedule, post transactions, run a payout process, and process payment vouchers. After each module, you'll be tested on the key topics to make sure you're on the right track. Ready? Let's get started!