successfactors 1711 release highlights...provisioning, however, successfactors does expect in coming...

SuccessFactors 1711 Release Highlights

2© 2017 EXASERV. ALL RIGHTS RESERVED.

1711 Highlights Overview

This presentation is meant to provide an overview of the key release updates as determined by Exaserv and its employees. This is not an exhaustive review that is specific to any one customer or implementation. The expectation is that this will help facilitate the client review process to determine what features should be considered. This document will be done by the following segments:

• Platform• Employee Central• Recruiting• Onboarding• Compensation• Performance and Goals• Learning• Succession• Reporting• JAM

At the end, there will be a slide with links to additional information.


Platform - 1711 release highlights

EU GDPR features in Extension center/ MDF for 1711 Release

As part of Compliance to EU GDPR, Extension center/ MDF have been implemented following features in 1711 release

• Legislation solution for MDF object type configuration

• Migrate RDP (Russian Data Privacy) to new legislation solution for MDF object type configuration

• Change log comparator

• Log read access from API call, within exports and from UI

• Surface concerned warning messages in Extension center

*Overall GDPR compliance feature for SAP SuccessFactors is expected to be completed in Q1 2018



Data retention time management (DRTM) as part of Data protection and privacy enables us to configure different retention times for different types of data, for different countries and for active and inactive users. Data retention time is the period of time that a particular type of data must be retained before it can be purged. DRTM extension object in MDF that we can use to store the retention times used by a corresponding type of purge request*Q4 2017 release, this DRTM is available in preview for test , will not be available for production

Allow delete of Purge Requests in Maintenance monitor: Delete functionality is now supported on Maintenance monitor (under approved requests tab, expired, failed, completed status purge requests can be deleted , not for declined requests)

Session Time-Out EnhancementIn case of multiple table/windows open concurrently , the system will check that the session is truly expired before showing the session timeout dialog (earlier users used to see time out window due to inactivity in one window, even if they are still active in another window in same browser). Now, we can keep session active in multiple windows or tabs

Cookie acknowledgement banner/info for GDPR : In SF application, on first time login users will be shown a cookie acknowledgement message (as well as whenever a cookie policy changes) so that they acknowledge Cookie management policy. SFSF app cookie acknowledgement is GDPR requirement



Standard tile information in Home Page Admin: The Fiori Home page now provides additional information such as tile info, behavior and permission to provide customer admins for the standard tiles in Home Page admin

Instance sync comparison tool : Comparison tool is introduced to compare MDF object definitions between source and target instances prior to run a sync. This will allow customers to know the difference in configuration between the instances and to determine whether or not to proceed with the sync

Support for MDF workflow Pending History Record in OData: Allows querying pending history records on OData (when workflow is rejected or canceled, the pending record will become pending history, this is invisible in ODATA before, now it can be queried by MDF OData admin)

Self service SAML SSO tool: allows customers to manage trust between their corporate IDP and SuccessFactors systems. Customers can also navigate to SAP Identity Authentication Service (IAS)admin console to manage trust with other SAP systems or third party applications. This tool should help reduce tickets that CS receives around configurations. So, SSO can be configured directly on instances which uses IAS.



Refresh MDF OData metadata job when MDF data model/GO definition changes: System will trigger refresh MDF OData metadata job when MDF data model/Go definition changes for the scenarios below.• An admin changes or create an object definition exposed via OData API via extension center or Configure object

definitions (COD) page• An admin enables/disables a feature via upgrade center leading to a change that requires OData metadata

refresh

Validation that child object that it cannot be used in more than one parentUsers will not be able to associate more than one parent object to a child object (the existing data with more than one parents will be excluded from this validation and further extension is not allowed). In consistency perspective, this validation was introduced in this release.

Enhancements to Integration of SF learning with SAP Finance: Previously, ODATA API did not fetch values for Allocation type and Allocation Code. In this release, if they are maintained on LMS, will be fetched for further processing on ODATA API. If not maintained on LMS, will be using them from Value mapping table.


Employee Central - 1711 release highlights

Company Structure Enhancement: Capability to now add a new entity to the company structure directly in

the chart view

New Country Version Available: (this includes e.g. National ID, Personal Information,

Home Address and Corporate Address, Personal Document Types, Disability Information, Job

Information) -> Iceland, Latvia, Lithuania, Estonia, and Luxembourg

US Benefits New Hire Event Processing Automation for Benefits Enrollment: When new hire is created,

benefits can then allow new hire to enroll into all relevant benefit plans within a scheduled enrollment

period.

Global Benefits – Have updated dependent validation during the insurance enrollment: Validations are

required to determine number of dependents and some additional eligibility criteria such as children

above 26 years old not allowed to enrolled, etc.

Custom workflow notifications: Customers have the option to send tailored and meaningful mails, and

only when needed (this uses document generation functionality)



Time Sheet process enhancement: Now have a status of rejected which allows the employee to only have to re-enter one time entry instead of the whole time sheet, as before.

Time Collector Overview User Interface: Time administrators can inform themselves on the current value of employees` time collectors.

Time Configuration Search: Time configuration is complex. Many objects are directly or indirectly assigned to employees. The configuration search facilitates implementation and test analysis provides more possibilities to keep an overview on all time configuration.

Payroll - E2E Processing of Address Change and Termination: Similar to the recently released end-to-end payroll hire, customers can now include two more events in this guided process – Address Change and Termination of an employee. Once configured (per country, event and required infotypes mashups), the tile on Home Page called “Complete Payroll Tasks” allows HR/Payroll Administrators to see a list of all employees which might require additional payroll-related data at a glance and directly process them.



New UI for Configuring Payroll Tasks: A new user-friendly UI for configuring Payroll Tasks related to Hiring, Address Change and Termination of employees, which can be done per country. This allows customers to have the flexibility to configure their own mashups.

Contingent Workers: You can now configure the country specific job info configuration for contingent workers. Different sets of fields may be required in different countries. Contingent workers can now be allowed to log in directly to JAM via Employee Central.


Recruiting - 1711 release highlights

The Rules Engine tool will be added to Recruiting Management: Customers can now automate the Job Posting processes using business rules, to automatically post jobs after the last approval step. However, the first release of this new tool will require professional services due to the Recruiting Business Rules tool being located in Provisioning, however, SuccessFactors does expect in coming releases to move this functionality into the Admin Center early next year.

New Functionality: The Job Analyzer tool: This functionality can be used when creating a requisition. It will provide insights on the effectiveness of the content on the requisition, including the effectiveness of the job description. These insights will include gender biases, highlighting and defining words that include these gender biases. This analyzer will also suggest Skills to add to the requisition, based on your requisition, your job description and even comparing with other similar job requisitions.

Application Purge in Relation to Job Requisition Age: A new option available to calculate the age of the Job Application based on the closure date of the respective Job Requisition. This ensures all application data for a job requisition is preserved in the system for a specific period of time.


Recruiting - 1711 release highlights

User Purge: Validate Existing Interview: Now when purging inactive users, the system will check to see if they were rated during the interview process. This ensures that a user who was involved in a rated interview, will not be purged until the rated interview is purged.

Manage Recruiting Templates: Enable Generic Objects: Instead of going through SAP or Professional services to request Generic Objects be enabled in Provisioning, you can now select an Upgrade to enable this functionality.

Internal Candidate Profile Creation: Candidate Profiles will be available automatically for employees. When they are created is based on your Data Privacy Consent Statement version.

Validation of Standard Tokens: Locales: With this new release, it will become possible to validate standard tokens across all locales in Recruiting. When validating these tokens in the Recruiting Email Triggers tool, a message will appear with the full list of tokens that are not applicable for that selected trigger in all the configured locales.


Onboarding - 1711 release highlights

Compliance Updates: There are several compliance updates which include: US I-9 instruction updates and FS-240 addition, I-97 List C Updates, US State Forms, and Canada Forms

Notable Fixes: Configurable Levels for Tax ID Information. Ability to configure what level, tax id is pulled from (default is level 1 - Legal Entity)

GDPR (Planned for Q1 2018)• Change Logging: Logging and reporting of changes to Personal Data (any information relating to a person)• Read Access Logging: Logging and Reporting of any view of Sensitive Personal Data (information on racial

or ethnic origin, political opinions, religious or philosophical beliefs, trade-union membership, health or sex life, personal data concerning bank and credit accounts, and national ID).

• Data Subject Information Reporting: Customers can report on a user’s data stored in SuccessFactors.• Data Purge: Data Retention configuration and support for permanent data purge• Consent: Ability to obtain consent when a candidate starts the onboarding process.

Onboarding 2018: expected to be released late 2018


Compensation and Variable Pay - 1711 release highlights

Custom Views: Allows planners to view employee details like comp history, rating history, or bonus history as a hover on compensation worksheets or Executive Review. Provides far more information on the employee than previously.

Executive Review Filters: Customers can now designate up to 3 compensation custom fields to be used as Executive Review filters

Enable Now BETA: A guided walk through of the worksheet for planners. Planners use the worksheet once a year for two weeks. There is lot of information and features that they need handholding with to understand and use.

View User Personal Statements: Provides an easy way for admins to download compensation, variable pay and combined statements by employee. Can be used to provide compensation information to employees requesting a Data Privacy and Protection Information report.

Executive Review – Sticky Filter Options and Hierarchy Levels: Fixes a pain point for HR Admin users, as they need to switch between different business leaders and different views to review recommendations.


Performance and Goals - 1711 release highlights

End of Maintenance (EOM) and End of Life (EOL) Announcements: GM UI v11: EOM - Q1 2018, EOL - 2H 2018Goal Execution: EOM - Q4 2018, EOL - 2H 2019PM v11 and old PM v12: EOM - Q2 2018, EOL - Q2 2019

GDPR PM v12A/CPM/360 Multi-Rater/Goal Management (Planned for Q1 2018): Information reporting: Support the data portability and access requirements within Data Protection and Privacy regulations by allowing users to move, copy or transfer personal data easily from one environment to another in a safe and secure way, without hindrance to usability. Data Purge: Support the data erasure requirement of Data Protection and Privacy regulations – supports the right to allow an individual to request the deletion or removal of personal data where there is no compelling reason for its continued processing. Reporting: This will remove Ad Hoc report performance bottlenecks for customers who have localized rating scales in their instances. Introduction of new dedicated localized columns reduces DB scan needs for all localized data and improves report performance, when such columns were being added as part of a report or as a filter.Continuous Feedback (Request Feedback / Give Feedback replacing Achievement Feedback)


Performance and Goals - 1711 release highlights

Goal Management:Right-to-Left Language Support for PP3 Goals Portlet, Initiatives, Print Preview Dialog, Select Recipients page

Mobile:• Performance Reviews-iOS • Performance Reviews has been updated to allow iOS users to: • Edit and view section comments in Performance Goal, Development Competency, Custom Sections

• Send Performance Forms within an Iterative Route Map Step • Add, edit, and delete Performance Goals Development on a Form• Add and delete Competencies on a Performance Form • Edit and view all Custom element types in Sections • Apply legal scan on text entered in textarea fields

Performance Reviews-Android: Performance Reviews has been updated to allow Android users to: • Edit and view section comments in Performance Goal, Development Competency, Custom Sections • Send Performance Forms within an Iterative Route Map Step

360 Multi-Rater: Internal Rater - iOS & Andriod: The internal rater workflow for 360 Multi-Rater forms will be supported in the SF iOS and Android mobile applications


Learning Management - 1711 release highlights

Online content reporting: Timestamp has been added to the history of users’ interactions with online content reporting to allow admins to see the time broken out by day, week and so on.

GDPR: Native learning data privacy reporting has been added to the native learning system for those customers that have not yet adopted the platform.Scheduled offering screen: Organization ID and description is now shown on hover of user ID when viewed from scheduled offering screen.

Mobile enhancements: include e-signatures now working in SAP SF iOS application; content mobile readiness indicator added to content in iOS and Android Learning; surveys can now be seen in My Assignments on mobile devices.

Catalog search course cards: have been updated to reduce white space on card for customers not using/showing commerce related information.

New Course Home feature: is a redesign of the learner experience for launching courses, checking progress in a course and completing courses. This new feature has been made available for review in preview environments. Not ready/recommended for production yet.


Succession and Development - 1711 release highlights

GDPR (only in preview): Customers can configure data retention times and purge succession related data using the Data Retention Management tool (retention time = the duration for which data should be retained before it is purged).

They'll be able to purge the following information:All nominations and talent pool nominations as well as nomination historyIncumbent field of legacy and MDF positions (if Employee Central is not used)There's no additional charge for this, but there will be prerequisites that will be communicated at a later date (MDF and RBP enabled, for example)This will only be available in preview and test when the next release (Q4 2017) is live. It will be available in production in a later release (TBD).


Reporting - 1711 release highlights

Report Center - General: Consolidated space for reports and insights across the entire SAP SuccessFactors suite New features such as rolebased sharing and simple scheduling

Report center - Create new report:Build all reports in one place (ORD, Adhoc, BIRT …)Tiles and Dashboards

Report Center – Scheduling: Scheduling now possible by both Admins and End Users, this to both FTP or offline

Report Center - Simplified Navigation: Simplified Navigation across Reporting, Workforce Analytics & Workforce Planning. WFA & WFP will have dedicated areas for the advanced functionality. The Report Center is now the single place to build any type of report – regardless of data source.

Report Center - Pivot Data Source Query: Allow data source query creation when building Pivot Tables or Charts. Previously users could not build the data source query for a pivot or chart directly in the pivot designer. Instead users had to first create a list table query, then export that to be used as the pivot data source. Now users can directly build the data source query when creating their pivot table or chart.


Reporting - 1711 release highlights

Workforce Analytics on HANA: Integrated SuccessFactors RBP is now supported for WFA on HANA. This feature was previously supported for legacy WFA customers, but now also supports WFA on HANA. This means that customers don’t have to configure separate roles in WFA as well as SuccessFactors

Analytics in Employee Central: Day one of an EC go-live, customers get immediate insights into their workforce using best Practice analytics out of the box Key analytics selected from our best practice library.

• Pre-configured for Employee Central • Analytics embedded within the Home Page and Embedded Insights Panel

GDPR: (Planned for Q1 2018)• Logging and reporting of any changes to Personal Data (First Name, …)• Logging and reporting of any view of Sensitive Personal Data (Union membership, …)• Report on a user’s data stored in SF• Data retention configuration and support for permanent data purge• Access to historical data can be limited• Ability to obtain consent when candidate applies, agrees to receive future job postings


JAM - 1711 release highlights

Customizable Header (Only applies to Advance plus or enterprise clients)• Fully customizable layout and functionality of the header• Can edit with HTML, CSS and Javascript• Can use standard functionalities or predefined tags

Page designer improvements for widget layout (Only applies to Advance, Advance plus or enterprise clients)• Allows for automatically adjusting widget height for row alignment on the home page• Manually resize and align images using a visual guide and snap-to-grid.• Enhancements are opt-in, no impact to existing pages.

Web branding enhancements (Only applies to Advance, Advance plus or enterprise clients)• Custom font types for tabs and widget tiles• Allows for better corporate branding• No impact to existing pages

Privacy Improvements (All clients)• Company admins can specify which SuccessFactors employee profile attributes to exclude from being

populated to and searchable in SAP Jam.• Compliance with country and regional-specific privacy laws.


JAM - 1711 release highlights

Document Check Out for Exclusive Edit Access (Across all clients)• Ability to discard another user’s check out for urgent edits, with mandatory justification -> soft checkout

behavior to be made available to all customers except SAP• Ability to only send requests to owners or to group administrators to either check in or discard check out when

they need to make urgent edits -> hard checkout behavior to be evaluated in SAP instance only• Real time notifications when checked out, checked in, or checkout discardedFully customizable layout and

functionality of the header

Gallery View for Content (Across all clients)• View group content as gallery thumbnails.• Easily switch between gallery and list• Supports multi-selection/mass action


Additional Information

SuccessFactors Customer Community for Quarterly Release:

https://community.successfactors.com/t5/Product-Updates/bg-p/ProductUpdates

Upcoming Release Dates:

Release Preview Release Production Release

Q4 2017 November 4th December 2nd

Q1 2018 February 10th March 3rd

Q2 2018 May 5th June 2nd

Q3 2018 August 4th September 8th

Q4 2018 November 3rd December 1st

https://community.successfactors.com/t5/Product-Updates/bg-p/ProductUpdates


The information in this presentation is confidential and proprietary to Exaserv or an Exaserv affiliate company. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of Exaserv or an Exaserv affiliate company. This presentation is not subject to any agreement with Exaserv and may not be incorporated into a contract. This document or any related presentation is for informational purposes and does not contain any commitment, promise or legal obligation to pursue anything, or to develop or release any material, code or functionality mentioned therein. This document, or any related presentation about Exaserv’s strategy and possible future developments, products and platforms directions and functionality, are all subject to change and may be changed by Exaserv at any time for any reason without notice. This document is provided without a warranty of any kind, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement.

All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements and they should not be relied upon in making purchasing decisions.

© 2017 EXASERV.ALL RIGHTS RESERVED.

successfactors 1711 release highlights...provisioning, however, successfactors does expect in coming...

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