top tips for getting the best from successfactors q2 2016 release universal update

Copyright NGA Human Resources. All rights reserved.

Top Tips for Getting the Best from SuccessFactors Q2 2016 Release Universal Update


What Is It All About… Cloud Application Management

The Support Challenges When Moving to the CloudWhat changes need to happen in your application support strategy?

How do you integrate between multiple Saas technology providers?

Who is responsible for system integration integrity?

What process changes are required within your ERP landscape?

How do you manage cloud application updates and life cycles?


Cloud Business Application Management StrategiesRecommendations in the ‘Postmodern ERP’ Landscape

• Rebalance ERP/Business application skills and resources• Adjust enterprise support to gaps in the vendor's model • Revise business based change approval to include SaaS factors• Expand and adjust internal application support processes

• Testing and quality assurance• Incident and escalation management• Configuration and customization management• Security management• End user support network• Training management

Source: 2015 Strategic Roadmap for Postmodern ERP, Gartner

3


NGA Ongoing – Cloud Application Management

Application Maintenance• Corrective, Adaptive & Preventive• All Configuration; Provisioning, XML,

Advanced Reporting Tools, Boomi, HCI• ITIL Processes Framework

User Support• Technical & operational support• Navigation support

Processing Support• Support and management of automated

processes• Execution of agreed mass data updates• Execution of agreed routine reports

Integration and Performance Monitor• Monitoring and troubleshooting data

mapping and 3rd party integration issues• Web performance monitoring and reporting

Release Management• Management, implementation and testing

of new releases and enhancements.• Refresh management• Yearly Road Map plan

Configuration Changes• Minor changes included (less 4 hours)• Catalogue of Change Requests• Ad-hoc Change Requests

Security Management• Management of application security• Role Based Permissions

Business Continuity Management• Continuity planning and disaster recovery

support in line with approved plans.

Documentation Maintenance• Technical & configuration document

updates4

Application Management Services


Employee Central

New Attributes for Employee Details in Rules

• Two new attributes in Employment Details of the rule‘s property resolver describing the type of an employment distinguishing between Home-and Host employment (in case of GA) and primary-and secondary employment in case of concurrent employment (CE).

Why is it important? • Processes controlled by rules often run differently (or not at all) dependent on the type of the

employee‘s employment. The new attributes Host v. Home (in GA) and Primary v. Secondary for (for CE) no allow to distinguish between those types of employments. (E.g. Eligibility rules in Compensation Planning can now exclude the Home Employment).

*


Employee Central

Save Draft for New Hire

• Data in New Hire can be saved as draft any time to be picked-up later. The drafts can be found in the pending hire transaction as a separate category.

Why is it important?

• Due to the high number of screens and fields in the New Hire wizard users often complained a loss of data in case they needed to interrupt the data entry deliberately or inadvertently. Now their work can be saved any time to be continued later.

*


Employee Central

Hiding/Masking partial information for Date of Birth when Hire

• Masking Date of Birth (year of birth) in the duplicate check (in new hire).


• Social Security Number (SSN) the Year of Birth must not be revealed in the pop-up.

*


Employee Central

Position OrgChart

• New advanced Side Panel for Positions in Position Org Chart.


• Shows the most valuable business related information for a position at a glance. There are several sections, position details, history, hierarchical details, incumbent details and job requisition details.

*


Performance Management

Out of Turn Access: Additional supported use cases

Out of Turn Access allows roles to access a copy of the form via Team Overview for their own rating before the previous step has been completed. Managers can start early! (note the form will still need to proceed through all route map steps, so accessing out of turn merely helps you get a head start

Out of Turn Access can now be used in the following scenarios without losing draft data:• Collaborative (C) Route Map steps• Manager and Matrix Manager changes made via: Manage Users, Employee Import, and the

Old & New Document Transfer tool• Routing a form using the Admin > Route Form tool• Sending a form backwards using the Send Back button on the Form• When using the Calibration feature where all forms are moved directly to the Calibration

session, skipping in between steps


• Enhanced usability for customers who are opting to use the Out of Turn Access functionality with other features and tools

*



Performance Form Tabs UI Update

• The following UI Changes have been made to the tabs within the Performance Goals, Development Goals*, and Competency sections on the PM Form:

*



Performance Form Tabs UI Update with Fiori switch* enabled

*



Fixed Issues

• Print and PDF of the Performance Form was sometimes causing information on the right side of the page to be cut off in the output. There was also an issue where the Goal names spanning two lines had the second line cut in half horizontal. Formatting issues have been resolved.

• When consecutively deleting competencies on a PM Form, not all deletes were processed and sometimes the competencies were not deleted. Consecutively deleted competencies are deleted.

Minor Features

• The existing framework that is used to launch a Performance Form based on an EC job change has been replaced with an Intelligent Services event. Open CR if you want to enable Intelligent Services.

*



Minor Features

Mass Route Forms using a .csv file. Steps to use Mass Route Forms:1. The new .csv file format includes a single column for Form ID. Form IDs can come from

different templates.2. Forms in the system that match the .csv file criteria will be displayed in the results table for

selection3. Select the forms to take action on and then decide to send them one step forward or one

Important Information: step back. Automatic processing by Job Scheduler when data volume isgreater than 300 records .csv file will support up to 50,000 records



Minor Features

Mass Manage Document Visibility Removal using a .csv file. Steps to use Mass Manage Document Visibility removal:1. The new .csv file format supports two columns (Form ID and Role) where the Form ID column

is required2. Forms in the system that match the .csv file criteria will be displayed in the results table for

selection3. Select the forms where visibility should be removed and select Remove Visibility

Important Information: step back. Automatic processing by Job Scheduler when data volume isgreater than 300 records .csv file will support up to 50,000 records


Goal ManagementUser Interface Goal Plan Improvements

This enhancement includes a series of minor improvements to the goal plan user interface.• Rounded corners removed on the "Goal Item" itself (rectangular edges)• The progress bar visual treatment• Padding/spacing improvements• Action (icon)on far right of the column is no longer a 'gear" but instead a more representative

"action" icon.• Column name/category name style improvements• + Add New icon• Alignment of cascading goal details with goal name

.


Integration Center: My Integrations Display Scheduled Job Information


End of Life for Dashboards 1.0 Q4 release 2016As of Q4 Release 2016 Dashboards 1.0 will be shut down (production date December 2nd). After this date you will not be able to access Dashboards 1.0.

Dashboards 2.0 roadmap http://community.successfactors.com/t5/Reporting-and-Analytics-Product/What-will-happen-to-Dashboards-1-0-in-August/ba-p/94211#

http://community.successfactors.com/t5/Reporting-and-Analytics-Product/What-will-happen-to-Dashboards-1-0-in-August/ba-p/94211




Mobile Q2 New Feature

Use device camera to scan QR code to simplify activation process. User can find the activation QR code in Option -> Mobile screen after login to SuccessFactors web site.


Reduce complex activation process with using a 8-digit activation code.

Continue…



Share one device with multiple employees like Kiosk Station.

Android users now have the ability to switch between multiple profiles on a shared device. Users can easily share a device and still have a secure and simple access to their personal profile, data and information.


Enable multiple profiles on the same device to securely share use. Quickly access separate SuccessFactors profiles or instances. e.g. testing and production. Use this feature to share one device for learning kiosk station for retail training environment


Cloud Application Management Model

To maximize your investment in SuccessFactors, and to ensure that you can rely on a correct,

efficient and up-to-date HCM landscape at all times while reducing complexity and minimizing

business risk, NGA manages your SuccessFactors applications on your behalf and with you.

Level 1 Helpdesk

Level 2 SME

Level 3 SFSF Admin

SAP Support

NGA SFSF AMS directly helps customer SMEs providing SuccessFactors administrators for their platform plus a simplified end user support landscape. NGA certified & skilled resources working as a global team,

managing the key underlying SF modules and integration technologies, plus enabling SAP Support as a partner. Allowing our customers to focus on processes and results and simplifying their landscape support needs.

21


SFSF Release Management Process by NGA

Stage 1 > Preparation

Stage 2 > Dev/Test Implementation

Stage 3 > Test & Fix

Stage 4 > Alignment

Stage 5 > Production Implementation

22

Stage 2

Stage 3

Stage 4

Stage 5

Stage 1

Copyright NGA Human Resources. All rights reserved. 23

Analyst Recognition

NGA leads in SuccessFactors Services according to HfS Research for SuccessFactors Innovation and End-to-End Delivery Capabilities

HfS Blueprint Reports 2016 – SuccessFactors Services

Download the free report: http://resources.ngahr.com/successfactors-services-hfs-blueprint-report


NGA Resources Center

Are you looking for more information?

View our webinar ‘5 Reasons to Ensure HR Application Stability & Security’.

Watch the recording at resources.ngahr.com

How to maximize your strategic Cloud HR investment after implementation, ensuring you have the right skills to manage frequent software releases, expand functionality to meet the needs of your organization, and simultaneously look for new ways to reduce cost?

Download the brochure at resources.ngahr.com

http://resources.ngahr.com/5-reasons-ensure-hr-application-stability-security

http://resources.ngahr.com/application-management-services-successfactors


Contact Us

More questions? Contact us.

Raghunandana Srinivas KochcherlaKota - Lead SuccessFactors Application Services

Contact me: [email protected]

Raul Camacho - Director SuccessFactors Application Services

Contact me: [email protected] me:https://es.linkedin.com/in/raulcamachomartinhttps://twitter.com/raulnga

mailto:[email protected]

mailto:[email protected]

https://es.linkedin.com/in/raulcamachomartin

https://es.linkedin.com/in/raulcamachomartin

https://twitter.com/raulnga