thr84 - itechc.net
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THR84SAP SuccessFactors Recruiting Marketing (Career Site and Candidate Relationship Management) Academy
..
COURSE OUTLINE.
Course Version: 84Course Duration:
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SAP Copyrights and Trademarks
© 2018 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.
Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors.
National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. 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, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.
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Typographic Conventions
American English is the standard used in this handbook.
The following typographic conventions are also used.
This information is displayed in the instructor’s presentation
Demonstration
Procedure
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Hint
Related or Additional Information
Facilitated Discussion
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Contents
ix Course Overview
1 Unit 1: Introduction to Recruiting Marketing (RMK) and Career Site Builder (CSB)
1 Lesson: Describing the SAP SuccessFactors Recruiting Marketing Academy
1 Lesson: Locating Implementation Documents and Support1 Lesson: Describing Recruiting Marketing1 Lesson: Describing Career Site Builder1 Lesson: Describing the Other RMK Core Components1 Lesson: Describing Implementation Methodology2 Lesson: Identifying Implementation Tools2 Lesson: Listing Roles and Responsibilities2 Lesson: Listing Resources for RMK Definitions
3 Unit 2: Job Data and Recruiting Management Configuration
3 Lesson: Identifying Job Data Best Practices3 Lesson: Configuring the Recruiting Management (RCM) Instance3 Lesson: Describing the Metadata Framework3 Lesson: Describing Marketing Brands3 Lesson: Applying Location Formatting3 Lesson: Using Other Requisition Fields4 Lesson: Updating Fields on the Requisition
5 Unit 3: Recruiting Marketing Project Kick-off
5 Lesson: Setting Up a Project after the Handoff from Sales5 Lesson: Completing the Readiness Checklist5 Lesson: Setting Up for the Project Kick-off5 Lesson: Creating a Configuration Workbook5 Lesson: Customizing the Project Plan5 Lesson: Setting up the Media Intake Meeting6 Lesson: Completing the Site Setup
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7 Unit 4: Recruiting Integrations
7 Lesson: Enabling CSB and Configuring the RMK Datacenter URLs7 Lesson: Enabling Candidate Account Simplification (CAS)7 Lesson: Configuring Recruiter Single Sign-on (SSO)7 Lesson: Configuring Real-time Job Sync (RTJS)7 Lesson: Configuring the Recruiting Integrations for Source Report
and Source Tracker7 Lesson: Configuring Support for Multiple ATSs8 Lesson: Troubleshooting Recruiting Integration Issues
9 Unit 5: Additional Setup in Command Center
9 Lesson: Setting Up a Subdomain and Secure Socket Layer (SSO)9 Lesson: Performing RMK Social Configuration Tasks9 Lesson: Building Iteration 1
11 Unit 6: Career Site Design and CSB Pages and Components
11 Lesson: Describing Best Practices for Website Design11 Lesson: Describing Career Site Page Types11 Lesson: Describing CSB Page Components11 Lesson: Describing Tips in the Tools
13 Unit 7: Global Settings, Global Styles, Brands, and Home Pages
13 Lesson: Enabling Global Settings13 Lesson: Customizing Global Styles13 Lesson: Enabling Brands13 Lesson: Creating a Home Page
15 Unit 8: Other Page Types, Headers and Footers
15 Lesson: Creating Category Pages15 Lesson: Creating Content Pages15 Lesson: Creating Landing Pages15 Lesson: Creating Headers and Footers 15 Lesson: Updating the Home Page and Duplicating for Each of the
Brands
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17 Unit 9: Other Career Site Setup
17 Lesson: Enabling and Testing Mobile Apply17 Lesson: Creating RCM Microsites and Associating with RMK Brands17 Lesson: Configuring Job Page Layouts17 Lesson: Modifying the Search Results Page17 Lesson: Replacing System Text by Using the Translation Menu17 Lesson: Managing Data Privacy and Security Settings for RMK18 Lesson: Configuring Email Templates18 Lesson: Setting Up Role Based Permissions in CSB18 Lesson: Conducting User Acceptance Testing for Iteration 1
19 Unit 10: Candidate Relationship Management (CRM)
19 Lesson: Enabling Candidate Relationship Management (CRM)19 Lesson: Creating Data Capture Forms19 Lesson: Creating Talent Pools19 Lesson: Creating Email Campaigns20 Lesson: Sending Email Campaigns and Viewing the Results20 Lesson: Viewing Portlets on the Candidate Profile20 Lesson: Using Ad Hoc Reporting for Talent Pools and Email
Campaigns
21 Unit 11: Locale Configuration
21 Lesson: Building Iteration 221 Lesson: Building Iteration 321 Lesson: Configuring Locales21 Lesson: Enabling Locales in Command Center21 Lesson: Setting Up Locales in Career Site Builder21 Lesson: Troubleshooting Locale Issues
23 Unit 12: Job Distribution and Media Services
23 Lesson: Describing Job Distribution23 Lesson: Describing Pick-and-Post: Recruiting Posting23 Lesson: Describing Automatic Job Postings: XML Feeds23 Lesson: Describing Other Media Services Options
25 Unit 13: Move to Production
25 Lesson: Performing the Cutover Tasks for the Move to Production25 Lesson: Delivering Backlinks 25 Lesson: Generating Tracking Links for Manually Posted Jobs25 Lesson: Performing a Quality Check of the Production Site25 Lesson: Submitting Sitemaps
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27 Unit 14: Advanced Analytics Implementation
27 Lesson: Implementing Advanced Analytics27 Lesson: Analyzing Customer Requirements27 Lesson: Configuring Advanced Analytics27 Lesson: Performing the Final Setup and Customer Training Tasks
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Course Overview
TARGET AUDIENCEThis course is intended for the following audiences:
● Application Consultant
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UNIT 1 Introduction to Recruiting Marketing (RMK) and Career Site Builder (CSB)
Lesson 1: Describing the SAP SuccessFactors Recruiting Marketing AcademyLesson ObjectivesAfter completing this lesson, you will be able to:
● Describe the structure of the SAP SuccessFactors Recruiting Marketing Academy
Lesson 2: Locating Implementation Documents and SupportLesson ObjectivesAfter completing this lesson, you will be able to:
● Locate the implementation documents
Lesson 3: Describing Recruiting MarketingLesson ObjectivesAfter completing this lesson, you will be able to:
● Provide an overview of Recruiting Marketing
Lesson 4: Describing Career Site BuilderLesson ObjectivesAfter completing this lesson, you will be able to:
● Provide an overview of Career Site Builder
Lesson 5: Describing the Other RMK Core ComponentsLesson ObjectivesAfter completing this lesson, you will be able to:
● Describe the Recruiting Marketing (RMK) core components
Lesson 6: Describing Implementation Methodology
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Lesson ObjectivesAfter completing this lesson, you will be able to:
● Describe the implementation methodology
Lesson 7: Identifying Implementation ToolsLesson ObjectivesAfter completing this lesson, you will be able to:
● Identify which tools are used for what purposes
Lesson 8: Listing Roles and ResponsibilitiesLesson ObjectivesAfter completing this lesson, you will be able to:
● List the roles and responsibilities during the implementation project
Lesson 9: Listing Resources for RMK DefinitionsLesson ObjectivesAfter completing this lesson, you will be able to:
● List resources for RMK definitions
Unit 1: Introduction to Recruiting Marketing (RMK) and Career Site Builder (CSB)
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UNIT 2 Job Data and Recruiting Management Configuration
Lesson 1: Identifying Job Data Best PracticesLesson ObjectivesAfter completing this lesson, you will be able to:
● Identify best practices for job data
Lesson 2: Configuring the Recruiting Management (RCM) InstanceLesson ObjectivesAfter completing this lesson, you will be able to:
● Configure the RCM instance
Lesson 3: Describing the Metadata FrameworkLesson ObjectivesAfter completing this lesson, you will be able to:
● Describe the Metadata Framework
Lesson 4: Describing Marketing BrandsLesson ObjectivesAfter completing this lesson, you will be able to:
● Manage brands in Recruiting
Lesson 5: Applying Location FormattingLesson ObjectivesAfter completing this lesson, you will be able to:
● Format location fields
Lesson 6: Using Other Requisition FieldsLesson Objectives
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After completing this lesson, you will be able to:
● Properly use the other job requisition fields
● Map fields from Recruiting Management to Recruiting Marketing
Lesson 7: Updating Fields on the RequisitionLesson ObjectivesAfter completing this lesson, you will be able to:
● Update fields on the requisition
Unit 2: Job Data and Recruiting Management Configuration
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UNIT 3 Recruiting Marketing Project Kick-off
Lesson 1: Setting Up a Project after the Handoff from SalesLesson ObjectivesAfter completing this lesson, you will be able to:
● Describe the initial setup steps that are taken at the handoff from Sales
● Request access to RMK systems and tools
Lesson 2: Completing the Readiness ChecklistLesson ObjectivesAfter completing this lesson, you will be able to:
● Assist customers in completing the Readiness Checklist
Lesson 3: Setting Up for the Project Kick-offLesson ObjectivesAfter completing this lesson, you will be able to:
● Conduct a successful project kick-off meeting
Lesson 4: Creating a Configuration WorkbookLesson ObjectivesAfter completing this lesson, you will be able to:
● Complete the RMK/CSB Configuration Workbook
Lesson 5: Customizing the Project PlanLesson ObjectivesAfter completing this lesson, you will be able to:
● Customize a project plan for a customer
Lesson 6: Setting up the Media Intake Meeting
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Lesson ObjectivesAfter completing this lesson, you will be able to:
● Set up the Media Intake meeting
Lesson 7: Completing the Site SetupLesson ObjectivesAfter completing this lesson, you will be able to:
● Complete the site setup options in Command Center
Unit 3: Recruiting Marketing Project Kick-off
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UNIT 4 Recruiting Integrations
Lesson 1: Enabling CSB and Configuring the RMK Datacenter URLsLesson ObjectivesAfter completing this lesson, you will be able to:
● Enable CSB and configure the RMK Datacenter URLs
Lesson 2: Enabling Candidate Account Simplification (CAS)Lesson ObjectivesAfter completing this lesson, you will be able to:
● Enable Candidate Account Simplification (CAS)
Lesson 3: Configuring Recruiter Single Sign-on (SSO)Lesson ObjectivesAfter completing this lesson, you will be able to:
● Configure the Recruiting integrations for Recruiter SSO
Lesson 4: Configuring Real-time Job Sync (RTJS)Lesson ObjectivesAfter completing this lesson, you will be able to:
● Configure the Recruiting integrations for Real-time Job Sync
Lesson 5: Configuring the Recruiting Integrations for Source Report and Source TrackerLesson ObjectivesAfter completing this lesson, you will be able to:
● Configure the Recruiting integrations for Source Report and Source Tracker
Lesson 6: Configuring Support for Multiple ATSs
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Lesson ObjectivesAfter completing this lesson, you will be able to:
● Configure the option to support a third-party Applicant Tracking System for customers with multiple ATSs
Lesson 7: Troubleshooting Recruiting Integration IssuesLesson ObjectivesAfter completing this lesson, you will be able to:
● Troubleshoot common Recruiting integration issues
Unit 4: Recruiting Integrations
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UNIT 5 Additional Setup in Command Center
Lesson 1: Setting Up a Subdomain and Secure Socket Layer (SSO)Lesson ObjectivesAfter completing this lesson, you will be able to:
● Set up and test a subdomain
● Set up the Secure Socket Layer (SSL) with the customer and Engineering
Lesson 2: Performing RMK Social Configuration TasksLesson ObjectivesAfter completing this lesson, you will be able to:
● Manage Social Subscribe and Social Apply options
Lesson 3: Building Iteration 1Lesson ObjectivesAfter completing this lesson, you will be able to:
● Build iteration 1
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Unit 5: Additional Setup in Command Center
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UNIT 6 Career Site Design and CSB Pages and Components
Lesson 1: Describing Best Practices for Website DesignLesson ObjectivesAfter completing this lesson, you will be able to:
● Describe the basic best practices of website design
Lesson 2: Describing Career Site Page TypesLesson ObjectivesAfter completing this lesson, you will be able to:
● List the standard inclusions for RMK career sites
● Identify the information contained on career site page types
Lesson 3: Describing CSB Page ComponentsLesson ObjectivesAfter completing this lesson, you will be able to:
● Describe the functionality of the CSB page components
● List best practices for working with images in CSB
● Examine live CSB career sites
Lesson 4: Describing Tips in the ToolsLesson ObjectivesAfter completing this lesson, you will be able to:
● Explain tips for using the Career Site Builder and Command Center
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Unit 6: Career Site Design and CSB Pages and Components
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UNIT 7 Global Settings, Global Styles, Brands, and Home Pages
Lesson 1: Enabling Global SettingsLesson ObjectivesAfter completing this lesson, you will be able to:
● Enable Global Settings to control site-wide elements
● Enable a Site Kit
Lesson 2: Customizing Global StylesLesson ObjectivesAfter completing this lesson, you will be able to:
● Customize colors and background images and configure headers and footers in Global Styles
Lesson 3: Enabling BrandsLesson ObjectivesAfter completing this lesson, you will be able to:
● Enable brands and add a brand field to the job requisition template
Lesson 4: Creating a Home PageLesson ObjectivesAfter completing this lesson, you will be able to:
● Create a Home Page
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Unit 7: Global Settings, Global Styles, Brands, and Home Pages
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UNIT 8 Other Page Types, Headers and Footers
Lesson 1: Creating Category PagesLesson ObjectivesAfter completing this lesson, you will be able to:
● Create Category Pages
Lesson 2: Creating Content PagesLesson ObjectivesAfter completing this lesson, you will be able to:
● Create Content pages
Lesson 3: Creating Landing PagesLesson ObjectivesAfter completing this lesson, you will be able to:
● Create Landing pages
Lesson 4: Creating Headers and FootersLesson ObjectivesAfter completing this lesson, you will be able to:
● Create headers and footers for each of the brands
Lesson 5: Updating the Home Page and Duplicating for Each of the BrandsLesson ObjectivesAfter completing this lesson, you will be able to:
● Update the Home page and duplicate for each of the brands
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Unit 8: Other Page Types, Headers and Footers
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UNIT 9 Other Career Site Setup
Lesson 1: Enabling and Testing Mobile ApplyLesson ObjectivesAfter completing this lesson, you will be able to:
● Enable and test Mobile Apply
Lesson 2: Creating RCM Microsites and Associating with RMK BrandsLesson ObjectivesAfter completing this lesson, you will be able to:
● Create RCM microsites and associate with RMK brands
Lesson 3: Configuring Job Page LayoutsLesson ObjectivesAfter completing this lesson, you will be able to:
● Configure Job Page layouts
Lesson 4: Modifying the Search Results PageLesson ObjectivesAfter completing this lesson, you will be able to:
● Modify the Search Results page
Lesson 5: Replacing System Text by Using the Translation MenuLesson ObjectivesAfter completing this lesson, you will be able to:
● Replace system text by using the Translations Menu
Lesson 6: Managing Data Privacy and Security Settings for RMK
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Lesson ObjectivesAfter completing this lesson, you will be able to:
● Manage data privacy and security settings for RMK
Lesson 7: Configuring Email TemplatesLesson ObjectivesAfter completing this lesson, you will be able to:
● Configure email templates
Lesson 8: Setting Up Role Based Permissions in CSBLesson ObjectivesAfter completing this lesson, you will be able to:
● Set up role based permissions in CSB
Lesson 9: Conducting User Acceptance Testing for Iteration 1Lesson ObjectivesAfter completing this lesson, you will be able to:
● Conduct user acceptance testing for Iteration 1
Unit 9: Other Career Site Setup
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UNIT 10 Candidate Relationship Management (CRM)
Lesson 1: Enabling Candidate Relationship Management (CRM)Lesson ObjectivesAfter completing this lesson, you will be able to:
● Enable CRM and set user permissions
Lesson 2: Creating Data Capture FormsLesson ObjectivesAfter completing this lesson, you will be able to:
● Create a Data Capture Form
● Create Candidate Profile Extension fields and add them to a Data Capture Form
● Add a Data Capture Form to a Landing Page
Lesson 3: Creating Talent PoolsLesson ObjectivesAfter completing this lesson, you will be able to:
● Create a status set for a Talent Pool
● Create a Talent Pool
● Add and manage candidates to a Talent Pool
Lesson 4: Creating Email CampaignsLesson ObjectivesAfter completing this lesson, you will be able to:
● Describe Email Campaigns
● Create an email layout
● Create an Email Campaign Content Template
● Send Email Campaigns, including an initial opt-in Email Campaign
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Lesson 5: Sending Email Campaigns and Viewing the ResultsLesson ObjectivesAfter completing this lesson, you will be able to:
● Send an email campaign and view the results
Lesson 6: Viewing Portlets on the Candidate ProfileLesson ObjectivesAfter completing this lesson, you will be able to:
● View portlets on the Candidate Profile
Lesson 7: Using Ad Hoc Reporting for Talent Pools and Email CampaignsLesson ObjectivesAfter completing this lesson, you will be able to:
● Use Ad Hoc Reporting for Talent Pools and Email Campaigns
Unit 10: Candidate Relationship Management (CRM)
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UNIT 11 Locale Configuration
Lesson 1: Building Iteration 2Lesson ObjectivesAfter completing this lesson, you will be able to:
● Build Iteration 2
Lesson 2: Building Iteration 3Lesson ObjectivesAfter completing this lesson, you will be able to:
● Build Iteration 3
Lesson 3: Configuring LocalesLesson ObjectivesAfter completing this lesson, you will be able to:
● Describe locales and locale configuration
● Enable languages in Provisioning and Admin Center
Lesson 4: Enabling Locales in Command CenterLesson ObjectivesAfter completing this lesson, you will be able to:
● Enable locales in Command Center
Lesson 5: Setting Up Locales in Career Site BuilderLesson ObjectivesAfter completing this lesson, you will be able to:
● Set up locales in Career Site Builder
Lesson 6: Troubleshooting Locale Issues
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Lesson ObjectivesAfter completing this lesson, you will be able to:
● Troubleshoot locale issues
Unit 11: Locale Configuration
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UNIT 12 Job Distribution and Media Services
Lesson 1: Describing Job DistributionLesson ObjectivesAfter completing this lesson, you will be able to:
● List the ways that customers can distribute their jobs
Lesson 2: Describing Pick-and-Post: Recruiting PostingLesson ObjectivesAfter completing this lesson, you will be able to:
● Describe how customers use Recruiting Posting for pick-and-post
Lesson 3: Describing Automatic Job Postings: XML FeedsLesson ObjectivesAfter completing this lesson, you will be able to:
● Describe the XML feed options
Lesson 4: Describing Other Media Services OptionsLesson ObjectivesAfter completing this lesson, you will be able to:
● Describe other media services options
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Unit 12: Job Distribution and Media Services
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UNIT 13 Move to Production
Lesson 1: Performing the Cutover Tasks for the Move to ProductionLesson ObjectivesAfter completing this lesson, you will be able to:
● Perform the cutover tasks for Production
Lesson 2: Delivering BacklinksLesson ObjectivesAfter completing this lesson, you will be able to:
● Deliver backlinks
Lesson 3: Generating Tracking Links for Manually Posted JobsLesson ObjectivesAfter completing this lesson, you will be able to:
● Generate tracking links for manually posted jobs
Lesson 4: Performing a Quality Check of the Production SiteLesson ObjectivesAfter completing this lesson, you will be able to:
● Perform a QA of the production site
Lesson 5: Submitting SitemapsLesson ObjectivesAfter completing this lesson, you will be able to:
● Submit Sitemaps
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Unit 13: Move to Production
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UNIT 14 Advanced Analytics Implementation
Lesson 1: Implementing Advanced AnalyticsLesson ObjectivesAfter completing this lesson, you will be able to:
● Describe how customers use Advanced Analytics
Lesson 2: Analyzing Customer RequirementsLesson ObjectivesAfter completing this lesson, you will be able to:
● Analyze the customer's reporting requirements
Lesson 3: Configuring Advanced AnalyticsLesson ObjectivesAfter completing this lesson, you will be able to:
● Configure Advanced Analytics, including Status Mapping
Lesson 4: Performing the Final Setup and Customer Training TasksLesson ObjectivesAfter completing this lesson, you will be able to:
● Advise the customer on how to learn to use Advanced Analytics
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