SAP SuccessFactors 1H 2022 What’s New in Compensation

SAP SuccessFactors has some exciting new features for your Compensation solution. They can be found in detail here (S-User ID required).  Filter on Solution for Compensation to review all the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.

As a reminder, preview release was on April 15 and production will be released May 20. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here.  New to the release process? For tips on how to manage a release, check out our blog here

After reviewing all the changes, we narrowed the list down to the Highlights for H1 2022 SAP SuccessFactors Compensation Features:

  • Help Text for Column Fields When Designing Plan Worksheets
    • Info icons can be added to provide additional details to managers as they are completing their planning.
    • There’s a maximum of 10 fields with help text per template and these can be configured in multiple languages.
Example of info icon being used to explain further what the column is showing
  • Mass Upload of Spot Awards
    • An administrator can download a CSV file for a mass upload of awards for Reward and Recognition that contains multiple award programs with multiple nominees.
    • No approval permission process is provided, the mass upload assumes approval. 
Spot Awards can be uploaded in mass
  • Role-Based Access to Compensation Lookup Tables
    • Currently an administrator is allowed access to all lookup tables. Permissions can now be set to limit access to specific lookup tables.
    • Role-based permissions need to be configured to select which tables the role can access.
Enable Role-Based Permissions for Lookup Tables is now available under Company Settings
  • Plans List in Compensation Home Filtered by Template Type
    • Compensation Administrators on the Compensation Home view can now search and see results for Compensation, Total Compensation Plan, or Variable Pay plans.
Searching for plan can now be done by template type
  • New Filter Options for Compensation Plans
    • In Executive Reviews, planners now have the option to apply Employee Name and Comp Rating filters to their compensation plan.
Employee Name and Compensation Rating have been added to filter options in Executive Review

Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

SAP SuccessFactors 1H 2022 What’s New in People Analytics

SAP SuccessFactors has some exciting new features for your Analytics & Reporting solutions. They can be found in detail here (S-User ID required).  Filter on Solutions for People Analytics to review all the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.

As a reminder, preview release was on April 15 and production will be released May 20. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here.  New to the release process? For tips on how to manage a release, check out our blog here

After reviewing all the changes, we narrowed the list down to the Highlights for H1 2022 SAP SuccessFactors Analytics/Reporting Features:

  • View Tile Reports Quick Action from the Latest Home Page
    • View Tile Reports quick action enables users to view Tile reports that are available in Analytics, based on permissions.
  • New Permission to Access Tile Reports from the Latest Home Page
    • The newly added Access Tiles from Home Page permission on the Reports Permission tab enables users to view Tile reports from the latest home page.
    • After the initial one-time migration, users can enable or disable the Access Tiles from Home Page permission for roles to manage their access to the View Tile Report quick action.
Quick Action – View Tile Reports has been added to Latest Home Page
  • Learning Queries in Story Reports has increased Number of Columns
    • The number of columns for Learning queries has been increase to 120 from 30.
  • Change of Behavior of Tabs on the View Schedules Page in Report Center
    • The View Schedules page in Report Center now displays user’s previously selected tab, instead of its default tab. This will remember the tab the user was last working on instead of returning to the default My Jobs tab.
  • Enhanced Signed Date Column in Story Reports
    • Story reports now shows the date and time when the form was signed.
Signed Date and Time appears in Story Report details

Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

SAP SuccessFactors Platform H1 2022 Release Updates

Photo by Kyle Tran on Unsplash

SAP has announced the latest updates and changes for SuccessFactors for the first half of 2022.

Preview release was on April 15 and production will be released May 20. You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

For tips on how to manage a release, check out our blog here

For your convenience, we’ve summarized the highlights of what’s new in the 1H 2022 Platform release below.

Overview

SAP continues to invest in numerous updates into the platform, topping most of the other modules for the past few releases. Due to the large number of updates (89 in this release!), we’ve highlighted only some of the most significant changes below. We’ve categorized the updates based on who the affected audience for each change: User Experience Updates, Admin Updates, and System Updates.

User Experience

SAP continues to remind customers that the Universal release of the Latest Homepage will be in June 3rd for preview and June 24th for production environments. If you haven’t reviewed the changes and opted-in, you should do so now and plan your communication strategy so your users aren’t caught wondering why their homepage changed!

SAP also continues to add more quick actions to the latest homepage, thus increase its usefulness as a quick way to access needed areas of the system without having to click through navigation. The actions added include “Candidate Talent Pools”, “Learning Administration”, “Mobile Activation”, “View Company Documents”, and “View Tile Reports”. The homepage also now allows for grouping of custom cards within the Organizational Updates section as seen in the screenshot below:

Screenshot of Card Groupings within the Organizational Updates Section

You can also see an example of the new half sized custom cards in the screenshot above.

There are also various updates to the opportunity marketplace including allowing Assignment offer approvals, allowing assignment owners to see descriptions of capabilities including proficiency levels when creating assignments and applicants to see their own capability details. The capability picker also got updates you can read about in our blog here: https://worklogix.blog/2022/04/17/sap-successfactors-1h-2022-whats-new-in-succession-and-career-development/

The org chart also got a nice update where you can change the order of direct reports below a manager. Check out the configuration steps here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/780a0273693342c79ded9930b9057110.html

You can also now turn on a data privacy consent form for uploading photos that is shown to users as in the example screenshot below:

Screenshot of data privacy consent message for employee photos

Also related to photos- you can now have just one photo for a person on global assignment with multiple employments.

After many years of service, quickcards have finally got an upgrade across the system. This gives a better look and feel consistent across the platform. An example is shown below:

Updated Quickcard

Admin Updates

Do you still love to use the old admin page like me? I’m sorry to say the nostalgic use of the OneAdmin page will end on May 20th this year. Time to start using the NextGen admin page.

SAP also continues to increase the list of jobs available to monitor in the Scheduled Job Manager. You can check out the list of jobs here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/55e3deb65bf14190b102ff7ad1f803fc.html

Are you an admin that loves unstucking stuck workflows or resolving HR data issues? You might be interested in the new custom fields you can add to admin alerts! Check out the list here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/055e9cd78d2543d283fd556cbca2132d.html You can also now see the name of the current approver for stalled workflows within admin alerts.

If you are a security or compliance admin, you’ll be happy to know you can now perform read and change audit reports on multiple users for up to 30 days now. The storage limit has also been increased from 1GB to 10GB.

The still evolving transport system in SuccessFactors also got an enhancement in the form of Bundle Management in Configuration Center. You can now create bundles, edit them, and even share them with others! Checkout the screenshot below:

New Bundle Management Feature Screenshot

There’s also now a handy import history report available for download in the Configuration Center as well!

The Check tool has now been integrated into the instance refresh too. Admins will now get an email that includes a summary of check tool results when a refresh is processed and can also download an error log. The list of items the check tool checks has also been updated. The detailed list can be found here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/354e3d1428d8493d89dfb7487e5dcedf.html

Security admins will also be glad there’s a new potentially neck-saving notification when they change a role that impacts a large number of users. Don’t worry – you can select the threshold of users so you aren’t getting unwanted pop-ups! Checkout the configuration steps here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/c7b923c87ca3494c8416349431fa8a49.html

The RBP admin screen also got a new facelift! You have the option to turn this one on by selecting the option on the old screen. Check it out below!

New RBP Admin Screen

System Updates

Access to APIs based on HTTP Basic Authentication will no longer be supported on November 17 2023. This gives customers about a year and a half to adapt any existing interfaces that log on to the APIs directly to OAuth 2.0.

The APIs will now also start to be throttled. Probably a smart move on the part of SAP to keep system stability, but but news if you have interfaces that make lots of calls. Don’t worry – the limit is now 40 requests per second so you’d have to be doing A LOT of calls to be affected.

The APIs have also been enhanced with more linking between a variety of entities. Check the main What’s New Viewer page for specifics.

Wrap Up

We have now covered the Platform update highlights for 1H 2022! SAP continues to invest greatly in the platform to expand the overall capabilities of the system, concentrating on consistent and enhanced user experience while giving admins more helpful tools.

Do you need help managing your SuccessFactors Release cycles?  Download our support services brochure or email info@worklogix.com to see how we can help!

SAP SuccessFactors Onboarding H1 2022 Release updates

Photo by Longxiang Qian: https://www.pexels.com/photo/photo-of-people-boarding-airliner-1710482/

SAP has announced the latest updates and changes for SuccessFactors for the first half of 2022.

Preview release was on April 15 and production will be released May 20. You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

For tips on how to manage a release, check out our blog here

For your convenience, we’ve summarized the highlights of what’s new for 1H 2022 Onboarding below.

Overview

In this update we see SAP continuing to streamline the onboarding experience. From helpful to-do tasks and a few features that help smooth out the rehire process, SAP continues to pay more attention to details now that the latest onboarding product has begun to stabilize. We’ve divided up the new functionality in the latest release into 3 sections based on who is using the system and their visibility to the updates: “Onboarding Experience”, “Admin Updates”, and “System Updates”.

Onboarding Experience

In this section, we cover updates that are visible to new hires /rehires/managers/HR or affect their perceived onboarding experience. First, the Latest Home Page now shows 3 cards in the “For You Today” section relevant for Onboarding Tasks. The cards are “Data Review”, “Manager Activities” and “Compliance”. An example is shown below:

Example of 3 cards in the “For You Today” section of the Latest Home Page

Within the “Data Review” card, users will see the “Review New Hire Data”, “Review Offboarding Data” and “Complete Rehire Verification” tasks. Within the “Compliance” card, users will see the “Complete Form I-9” and “Complete Form I-9 Signature” tasks. Within the “Manager Activities” card, users will see the “Set Goals for New Hires”, “Recommend Links for New Hires”, “Write Welcome Message”, “Assign a Buddy”, “Schedule Onboarding Meetings”, “Recommend People for New Hires”, “Prepare for New Hire’s Day 1″, Update New Hire’s Day 1 Locations”, “Request Equipment for New Hires” and “E-Sign Employee Documents” tasks for Onboarding. Also within the “Manager Activities card, users will see the “Announce Termination to Coworkers”, “Write Farewell Message”, “Create Knowledge Transfer Plan”, “Complete Knowledge Transfer”, “List Assets to Return”, “Schedule Offboarding Meetings”, “Track Return of Assets”, and “E-Sign Employee Documents” tasks related to Offboarding. This allows for quick access for managers and employees/new hires to complete their needed tasks.

Last, external hires can now also authenticate using IAS before day 1. This allows for a more consistent login experience between onboarding and when they are a full employee. You can read through the exact configuration requirements here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/736b4c0e36fd46108cc6313c88a57722.html

Admin Updates

In this section, we cover those updates most relevant to system or HR admins. First is an update to the rehire process. Rehire can be a painful process if you don’t catch the fact that someone is a rehire during the recruiting and onboarding process. Not identifying a rehire properly can lead to miscalculation of benefits, giving away new hire bonuses unjustly, or even hiring blacklisted candidates mistakenly. This functionality helps fix just that problem! Now, when you use onboarding with SAP SuccessFactors recruiting, the system can automatically choose matching profiles as shown in the screenshot below.

Image of Employment Record Match and Selection during Onboarding Process

This feature can be turned on using the switch on the “Onboarding General Settings” page as shown in the screenshot below:

Onboarding General Settings Page showing where Rehire Settings can be updated

You will also need to make sure you have the needed permissions and configuration settings listed here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/58849ff3c0a44d6a991c22ec5df52abb.html

Additionally on the latest home page, users can now view an onboarding guide that includes onboarding meetings organized by their managers and orientation meetings organized by their HR admins.

Screenshot of “For You Today” section on the Latest Home Page as well as View Onboarding Meetings within Your Onboarding Guide

There also now more compliance forms available for end users to fill out including the Starter Checklist for the Welch locale for the UK, the CC-305 Voluntary Self-Identification of Disability for the USA, DR 0004 Colorado Employee Withholding Certificate for the USA, and the WI – 221 Nonresident Military Spouse Withholding Exemption for the USA.

System Updates

In this section, we briefly cover items that the system handles automatically or are less visible to general users and admins. First, with the SAP Master Data Integration, workforce integration now replicates rehired employees only after manage pending hire is completed (before manage pending hire didn’t have to be completed). This allows for better data integrity so that only needed employees are sent to SAP Master data.

Secondly, the Compliance Metadata Sync, Onboarding Process Closure, and Where to Go Sync jobs have been decoupled from one job into three. This allows for better troubleshooting and more precise issue correction when one of the individual jobs fails and/or needs to be re-run. These jobs exist in provisioning so this update is transparent to all users except partners and SAP.

Wrap Up

From new cards on the homepage and simplified authentication to a simplified rehire process, we continue to see SAP making the onboarding process more smooth for all types of hires as well as HR and System Admins!

Do you need help managing your SuccessFactors Release cycles?  Download our support services brochure or email info@worklogix.com to see how we can help!

H2 2021 SAP SuccessFactors Compensation Features

SAP SuccessFactors has released new features for your overall Compensation solution. They can be found in detail here (S-User ID required).  Filter on Solutions for Compensation to review all the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.

As a reminder, preview release was on October 15 and production will be released November 19.  For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here.  New to the release process? For tips on how to manage a release, check out our blog here

After reviewing all the changes, I narrowed the list down to the Highlights for H2 2021 Compensation:

1. Create Benchmarking Ranges and Color Values for Compensation Plans Using Display Settings

  • Compensation administrators can now update benchmark ranges and color settings for Compa-Ratio and Range Penetration in the compensation plan template under Display Settings.
  • Previously this was done in XML.
Additional settings have been added to allow Compensation Administrators to make changes via configuration

2. Enhanced Default Sorting by Employee Name for Compensation Plan Worksheets

  • There is now a new setting for sorting of employee names by First Name or Last Name as well as by Ascending or Descending order.
  • This allows end users to be able to find employees more easily.
Additional settings have been added to enhance usability

3. Enhanced Ability to Add Newly Eligible Employees to Compensation Worksheets

  • Users can now update settings to add eligible employees, not just new hires, to worksheets for a compensation plan.
  • These selections must be made on both the Update all worksheets settings and the Update a specific worksheet settings.
Both checkboxes should be selected for updating new hires as well as those newly eligible

4. Guidelines Using Entered or Calculated Values for Compensation Planning

  • Calculated or editable fields defined in the Design Worksheet can now be used as attributes for Guideline tables in Compensation, Variable Pay, and Total Compensation Plan templates.
  • This is very helpful for when customers have specific guidelines they wish to use that would have otherwise been difficult to incorporate via a workaround.
Custom columns can be created and then used as part of guideline configuration

5. Show Compensation Recommendations Outside of Guidelines or Salary Range by Using a Filter in Executive Review

  • Compensation planners can create a filter showing employees with compensation recommendations that are outside of guidelines or salary ranges.
  • This is now a standard option that doesn’t require any additional configuration.
Filter can be set to show all employees, show only employees within guidelines, or show only employees outside of guidelines

6. Improved Collaboration for Planners in Updating Worksheets

  • Save & Close button was added to allow easier collaboration for planners updating the same worksheet.
  • In the previous version, although a planner chose Save to save the updates made to the worksheet, the worksheet remained inaccessible to the other planners until the current planner exited the worksheet. 
Save & Close button has been added to allow less restrictions for multiple planners on same worksheet

7. Define Population Views Using Manage Advanced Executive Review Filters

  • Compensation Administrators can now turn off Executive Review filters that are not relevant to their company.
  • Some of these additional filters were confusing to end users as they were not being used.
Filters can now be turned off via Company Settings – Manage Advanced Executive Review Filters

8. Enabling Bulk Print Feature in Specific Compensation Plans for Executive Review

  • Compensation Administrators can now set Enable Bulk Print in Executive Review from Plan Setup in the Settings page.
  • This change allows for plan specific control over bulk printing.
Enable Bulk Print in Executive Review checkbox is now found under plan specific Settings – General Settings

9. Integration of My Jobs Window for Bulk Print Statements in Executive Review

  • Users can now view the status and download Bulk Print statements from the My Jobs window that is now integrated with the Executive Review page.
  • Choosing Check print job status from this window redirects you to the Reporting – Report Center – View Schedules – My Jobs page.
Users now have an easier time navigating and find statements that were bulk printed

10. Publish Report for Detailed Logs on Compensation Publish to Employee Central

  • Compensation Administrators can now create a detailed report of the publishing status logs for employees and identify the issues during the publishing process for a given template. 
  • The report is available in the Complete Compensation Cycle – Publish Data – Employee Central Publish Report area of the compensation plan. 
To view report, Administrator – Manage Compensation – View Employee Central Publish Report permission has to be set in role-based permissions

Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

H2 2021 SAP SuccessFactors Analytics/Reporting Features

SAP SuccessFactors has some exciting new features for your Analytics & Reporting solutions. They can be found in detail here (S-User ID required).  Filter on Solutions for Analytics to review all the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.

As a reminder, preview release was on October 15 and production will be released November 19.  For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here.  New to the release process? For tips on how to manage a release, check out our blog here

After reviewing all the changes, we narrowed the list down to the Highlights for H2 2021 SAP SuccessFactors Analytics/Reporting Features:

  • Audit Trail Now Reportable in Stories in People Analytics
    • Users can now use Stories in People Analytics to report the audit trail records of form completed steps, including step owner and step action.
    • This new feature allows you to track the routing details of Performance Management forms in a consolidated report.
Additional columns available to report on step details
  • Increase in the Number of Columns Supported for Learning Queries in Story Reports
    • The number of columns that you can select while creating a Learning query has been increased from 30 to 120.
      • You can now create more complex queries due to the increase in number of columns.
  • Notes of People Profile Now Reportable in Stories in People Analytics
    • Users can now use Stories in People Analytics to report the notes of People Profile. Information about notes that can be reported includes:
      • Note content
      • Note titles
      • Note creators
      • Note recipients
      • Last modified dates
      • Creation dates

Notes of People Profile are now reportable
  • Query Validation for Story Reports
    • The queries in Story reports are now checked for errors whenever you choose Preview or Finish on the Query Designer page.
      • The validation checks return a list of missing or erroneous columns, calculations, and filters used in the query.
  • Inline Translation for Story Reports
    • You can now add localized values for widget titles and page names in Story reports.
    • Note: After you enable inline translation in a story, you can edit it only in the source language. When you enable inline translation in the story, your current locale becomes the source language for the story.
The ability to add localized widget titles and page names enhances the user experience for Story reports.

Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

What’s New in Onboarding 2.0 H2 2021

The latest release updates are here! In this article we take a quick look at the latest updates for SAP SuccessFactors Onboarding 2.0. Preview release is October 15 and production is November 19.  You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. Let’s get started! We’ve categorized the enhancements below for you!

Security Enhancements

In the category of security, there’s been an enhancement to proxy where you now have more granular control over whether or not a person who can proxy has access to onboarding. You can select the check box on the Proxy Management screen.

A screenshot of the Proxy Management page with a box highlighting the new Grant Proxy Rights options.

Compliance Form Updates

There’s been a number of compliance form updates. Form I-9 was enhanced so that the instructions of the form now show up in the system help icon sections. Various popups and warning messages make the form more informative to users. You can view the complete list of enhancements to form I-9 here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/587c828977e84747868fa5125cf38eb9.html

A screenshot of the help text displayed for the First Name field in USCIS Form I-9.

In addition to US I-9, the Canadian TD1form for all provinces is now supported. The New Zealand KS2 KiwiSaver deduction form, Tax code Declaration, and Tax rate notification for contractor forms are now supported.

Qualtrics Integration

SAP continues to further their integrations with Qualtrics across the board. There’s now a new Intelligent Services event to send internal hire information to Qualtrics. This allows you to send email surveys to employees when the internal hire step is completed. There is a new configuration screen that makes this setup easy! It is shown below:

A screenshot of the Add New Integration screen in Manage Qualtrics Integrations shows Onboarding, with Internal Hire Process Completed as the event name.

New Hire Enhancements

A few enhancements have been made to the new hire experience. New Hires can now complete the onboarding process on the homepage. There’s new “To Do” tasks that show up for onboarding here for the new hires such as compliance tasks and completing personal data collection.

New hires can also now access LMS courses before their first day of work as shown below!

A screenshot of the home page where new hires can access the assigned courses.

The complete new hire experience for the home page can now be done on the latest version of the homepage.

Hiring Manager / Admin Enhancements

In addition to new hire experience, the hiring manager and admin experiences have seen some updates as well. Future Managers can also now access information about their new hires in the onboarding dashboard and “To Do” tasks. Role-based permissions also now allow you to assign based on this new future manager relationship.

The Restart process for onboarding has also been enhanced so that you can choose whether or not to retain data or instead reload from recruiting.

The switches to determine the new hire information after restart are available under Restart Settings. The Allow Recruiting Update switch allows you to determine whether values must be updated from Recruiting or the existing values must be retained in Onboarding for auto-restart. The Retain Onboarding Information switch allows you to determine whether to update new hire information from Recruiting or retain the existing value for manual restart.

General Process Enhancements / Behind The Scenes Enhancements

Behind the scenes, there’s been some other updates as well!

When it comes to picklists, the mapping from recruiting to employee central can be a pain. The system has now been updated to map based on a series of potential exact matches rather than just on labels. First, the system will attempt to map based on the option id since this is the most unique identifier. If no exact match is found, then mapping is performed via label using the external code value. If no external code is available, then the label alone is used.

Also behind the scenes, when a major patch/release is deployed to the system, the default onboarding process in the Business Process Engine is now automatically upgraded. Previously, an admin had to manually upgrade the flow.

The upgraded versions of the Default Onboarding Process flow are visible under Process Definitions.

The rehire process has also been enhanced to make life easier for admins managing this process. Values such as date of birth, national id, legal entity, and user records can now be seen as shown below:

Enhanced version of the Rehire Verification screen with date of birth, national ID, legal entity, and last working day.

No shows and rehires are handled better as ell. The value “No Show” has been added as an event reason for cancelling the second rehire check. There is also a new welcome email template specifically designed for rehires.

Conclusion

The SAP SuccessFactors Onboarding product continues to grow and become increasingly more robust! This does not represent all of the enhancements in the H2 2021 release – only the highlights we found most compelling. Check out the What’s New Viewer here for the complete list of enhancements.

See this great article for useful information on how to prepare for a SAP SuccessFactors Regular Release.

Contact info@worklogix.com for any assistance supporting and implementing your SAP SuccessFactors Modules, or download our support services brochure.

H1 2021 SAP SuccessFactors Compensation Features

SAP SuccessFactors has some exciting new features for your Compensation Solution. They can be found in detail here (S-User ID required).  Filter on Solutions for Compensation to review all of the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.

As a reminder, preview release was April 16th and production will be released May 21st.  

After reviewing all the changes, I narrowed the list down to the Highlights for H1 2021 Compensation:

1. Ability to Configure Force Comments on Compensation Worksheets

  • Previously configuring forcing comments had to occur within the XML, now it can be done within Comp Admin Tools.
  • You can navigate to Design Worksheet – Define Standard Validation Rules to configure this functionality. The Force Comments feature is optional. When configured, you control whether users must enter comments under the following conditions:
    • An employee doesn’t receive a raise. Managers didn’t enter a value in a field configured to force comments.
    • An employee receives a raise. Managers entered a value in a field configured to force comment.
    • An employee receives a raise that is outside guidelines. Managers entered a value that doesn’t comply with guidelines in a field configured with force comments
Force Comments rules can now be configured via Admin Tools

2. Salary Validation Rules Added to Compensation Worksheets

  • Previously configuring Salary Validation Rules had to occur within the XML, now it can be done within Comp Admin Tools.
    • You define rules to compare amounts using either compa-ratio or range penetration benchmarks. Configure what action the system takes when amounts exceed threshold percentages for lump sum amounts or fall below or exceed threshold percentages for merit amounts.
Salary rules can now be configured via Admin Tools

3. Compensation Worksheets Support Five Custom Validations

  • With this release, you can define up to five custom validations for fields in Compensation templates and configure how the system responds when validations fail, with either a warning or an error. The system processes the worksheet only after the error is corrected.
    • Previously, the maximum number of validations per template was three. This is especially helpful if you have complex calculations or are using 1 form for multiple plans.
Example of custom validation. Now users can define up to 5 custom validations.

4. Current and Final Pay Ranges Configurable Through the Compensation Column Designer

  • You can now configure minimum, midpoint, and maximum values for current and final pay ranges through Compensation template’s column designer.
    • Previously, these fields weren’t available in the template configuration. There were two fields (Current Pay Range and Final Pay Range) in the min-mid-max format.
    • With this release, minimum, midpoint, and maximum are available as independent fields.
Separate columns exist now for Salary Range fields

5. Update Lookup Table Formulas and References When Cloning Compensation Templates

  • Now when cloning Compensation templates, you can update lookup tables and references at the same time. A new section has been added to the Copy Plan Templates page, enabling you to view and edit the custom formulas and references from lookup tables on the original template.
    • Previously, you had to manually search through the original template’s XML file, looking for all lookup tables associated with it.
Cloning compensation templates allows for updating lookup tables and references

6. Administrative Permissions for Individual Compensation Templates

  • A new Role-based Permission has been added to assign administrative permissions on a template level.
    • Previously, access had to be granted to all or no templates.
Template access can be granted per individual template

7. Filter Enhancements Added to Compensation Executive Reviews

  • Enhanced filtering was added to Executive Review, new filters include:
    • Filter based on standard or custom reportable columns
    • Filter on compa-ratio and range penetration
    • Filter on Compensation planners
    • Filter based on entry in Comments fields
    • Filter based on promotions
  • To enable enhanced filtering, you must select the Enable Advanced Executive Review Filters option on the Actions for all Plans – Company Settings page.
Enhanced Filter capabilities now exist in Executive Review

8. Compensation and Variable Pay Reports are now available for download in Report Center

  • You can now download the reports from the My Jobs page within View Schedules in Report Center.
    • Previously, report outputs (i.e. Executive Review exports) were available for download on the Scheduled Reports page in classic view. This caused confusion for users on how to get to their reports by having to direct them to Switch to Classic View.
    • You can review my other blog post for more changes to Reporting for this release.
Executive Review export can now be accessed via My Jobs

9. Application of Eligibility Rules for Individual Compensation Worksheets After Launching

  • You can now reapply eligibility rules to a specific Compensation worksheet that you have already launched.
    • In previous releases, you could only reapply eligibility rules to all worksheets.
Eligibility can now be applied to individual worksheet updates

10. Publish Compensation Employees to Employee Central by Import Using CSV File

  • The Publish Selected Employees in Employee Central page has a new option, Import Employees. This allows publishing by importing them from a CSV file
    • Previously, you could publish multiple employees, but you needed to search and select them individually.
Publishing can now be done based on an imported file

Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

H1 2021 SAP SuccessFactors Analytics/Reporting Features

Photo by PhotoMIX Company from Pexels

SAP SuccessFactors has some exciting new features for your Analytics & Reporting Solutions. They can be found in detail here (S-User ID required).  Filter on Solutions for Analytics to review all of the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.

As a reminder, preview release will be April 16th and production will be released May 21st.  For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here.  New to the release process? For tips on how to manage a release, check out our blog here

After reviewing all the changes, we narrowed the list down to the Highlights for H1 202SAP SuccessFactors Analytics/Reporting Features:

  1. Calibration, Succession, and Compensation and Variable Pay Reports Now Available for Download in Report Center
    • Previously, the reports were available for download on the Scheduled Reports page in classic view. This caused confusion for users on how to get to their reports by having to direct them to Switch to Classic View.
    • You can now download the reports from the My Jobs page within View Schedules in Report Center.
Reports can now be accessed via My Jobs

2. All User Info Fields Are Now Available in Story Reports

  • You no longer need to set a User Info field as Reportable to make it available in Story reports.
  • All the User Info fields are now automatically available for reporting using Stories in People Analytics.

3. Stories in People Analytics for SAP SuccessFactors Learning

  • You can now create, access, and share Learning stories in People Analytics for generating custom Learning reports.
  • You can also have the data of SAP SuccessFactors Learning and other modules side-by-side in the same story and link them to apply common filters on them.
Stories in People Analytics for SAP SuccessFactors Learning

4. Increase in Number of Columns Supported in Queries of Story Reports

  • The number of columns that you can select while creating a query has been increased from 30 to 120.
  • You can now create complex or detailed queries that involve more than 30 columns.

5. UI Enhancements for Stories in People Analytics

  • The UI enhancements on the viewer mode include:
    • An updated Display menu, which now has the Tab Bar, and the Comment Mode options. By default, the page dropdown view appears. The multiple pages in tab view now appear when you select the Tab Bar option.
    • Separate File and Edit menus.
    • Removal of the Data menu. The refresh option has moved into the Edit menu and the edit prompt option has moved into the Tools menu.
Enhancements to UI to improve usability

Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

What’s New in Onboarding H1 2021

It’s that time of year! As of April 9, 2021, SAP has released the documentation for the H1 2021 release.  The preview release will be April 16 and the move to production will be May 21st.  You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here.  New to the release process? For tips on how to manage a release, check out our blog here

In the SAP SuccessFactors Onboarding H1 2021 release, we’ve mainly seen updates to compliance forms and processes as well as some user experience enhancements and security Features. Let’s take a look at what’s new in the Onboarding module below!

Compliance Forms & Processes

As expected, SAP continues to expand the number of compliance forms supported. In this release SAP has included these forms:

In addition, reporting information is also now available for I-9 and E-Verify data so that you can create Stories in in People Analytics using the information.

Also important on the compliance front: Russian Personally Identifiable Information (PII) data will also now be stored in the Russian data center from Day 1. For more details, take a look at the help guide here: https://help.sap.com/viewer/c94ed5fcb5fe4e0281f396556743812c/2105/en-US/d9e6b7923a9049a6a742f13d05b28d5a.html

User Experience

In addition to compliance features, there’s some nice enhancements to user experience. Of all the modules, I think onboarding is one of the more confusing to navigate as an admin user and these enhancements help address this issue. Let’s take a look!

First, users can now navigate directly to the onboarding dashboard from the global navigation (early adoption feature). I personally liked this one because when I first started with Onboarding, I was used to the main page of every module being accessible through the navigation menu – onboarding was the only one where you had to click on a home page tile instead. I think this will provide some nice consistency for users.

In addition to easier navigation to the dashboard, its features have also been enhanced. Here’s a list of the new feaures:

  • New Hire Search – allows onboarding users to type a name to search through new hires
  • Checklist Task – can now be viewed under “New Hire Tasks”, items can be added for a specific user using the “Delegated” drop down (delegates can also be notified via email when the task is assigned to them), and under “View Details” users can edit the checklist tasks,
  • I-9 – corrections to section 1 can now be initiated from the “New Hire Details” action menu
  • E-Verify – view details from the “E-Verify Case Details” link on the “New Hire Details” screen
User Search
Correct I-9 from the Action Menu

Its great to see the dashboard getting some new features to make transitioning between screens easier!

Next, the locale for external users of Onboarding will now be updated automatically based on their recruiting settings. This is a common sense win. Locale can also be set when manually adding users via the “Add New Hire to Onboarding” screen. If no value is specified in either scenario, the locale will default to the default language set in provisioning.

Security Features

In addition to compliance enhancements and improvements to usability, there’s a few cool security features worth mentioning.

First, the target population for the external user target population can now be based on the division, department, and location of the user. This allows organizations to have multiple admins specific to division, department, and/or location rather than just admins who can see the whole new user population.

Next, on the new hire side, the external user visibility tool lets you make objects visible to new hires. This gives a level of flexibility to administrators they previously had to contact SAP to modify. For a full list of objects and how to configure, check out this link: https://help.sap.com/viewer/c94ed5fcb5fe4e0281f396556743812c/2105/en-US/5df8a72caabf4848a145b74f0516cff8.html

Last, read access audit logs for onboarding have been enhanced to show context and reason why sensitive fields were accessed (e.g. through the UI, or APIs, or a downloaded document). This is designed to give auditors better understanding of why data was accessed.

Wrap up

I hope you’ve enjoyed this quick review of the latest Onboarding features available in the H1 2021 release! Do you need help managing your SuccessFactors Release cycles?  Download our support services brochure or email info@worklogix.com to see how we can help!