Successfactors Basics

Successfactors Basics

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What is Successfactors
Successfactors is a global provider of cloud-based human capital management (HCM) system.

Modules Within Successfactors

CORE HR
Employee Central
Employee Central Payroll
TALENT
Recruiting
Onboarding
Learning
Performance & Goals
Compensation
Succession and Development

ANALYTICS
Workforce Analytics
Workforce Planning

SOCIAL COLABORATION
SAP Jam

How to navigate in SF
Once you log in your instance, you can see the Home page, on top left side you can drop down the menu, and access to different modules. Also, in the Home Page you have different port lets to easy access.

Instance
Instance is the space that server of SuccessFactors assign to each costumer

Provisioning
Provisioning is an internal tool that Professional Services Consultant to set up SuccessFactors, is the advance configuration of the system, in Provisioning you can ability o disability the different modules for example.

Admin Panel
Admin Panel show you sections like Set Up wizard, Upgrade Centre, My favourites, News and Updates, Resources and Materials, but the most used for the Admin are Company Process and Cycles and Mange Employees where you can manage Employee’s information and Access to different modules of SuccessFactors.

Rating Scales
Rating Scales determine the values and meaning that those values that a user is able to select during a evaluation.

Route map
Establish the workflow and steps that users follow during the process, Route Map specify the order that a user move to one step to another. Route Map use Rol name codes to determine who receives the form in each part of process

Pick list
Pick list are data files used to create drop down list in the SuccessFactors. A pick list can be exported, modified and imported again.

Job Profiles
Job Profile contain the information defined for HR, typically is Job responsibilities, Compensation, qualifications, Locations…

2. Create employee using UDF files
Employees added with the location BRAZIL

3. Create Picklist csv files
Done
4. Create Roles and groups and define RBP
Job Rol Success Factors Consultant SSFC1
Group Julio
ROLE BASED PERMISSION

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