HCM Success factors
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Transcript of HCM Success factors
EHP0 to EHP6
for SAP ERP 6.0
December 2012
English
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8)
SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
Business Process Documentation
SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
Copyright
© 2012 SAP AG. All rights reserved.
SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.
Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company.
Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase Inc. Sybase is an SAP company.
Crossgate, m@gic EDDY, B2B 360°, and B2B 360° Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company.
All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.
These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group 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.
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SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
Icons
Icon Meaning
Caution
Example
Note
Recommendation
Syntax
External Process
Business Process Alternative/Decision Choice
Typographic Conventions
Type Style Description
Example text Words or characters that appear on the screen. These include Field name s, screen titles, pushbuttons as well as menu names, paths and options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.
Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.
Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
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SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
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SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
Contents
1 Purpose........................................................................................................................................ 5
2 Prerequisites................................................................................................................................ 5
3 Compensation Process Flow and Overview.................................................................................6
4 Business Processes.....................................................................................................................7
4.1 Exporting Employee Data......................................................................................................7
4.1.1 Maintaining Salary Change............................................................................................7
4.2 Generating Compensation Forms in SuccessFactors...........................................................9
4.2.1 Generating Compensation Forms in SuccessFactors....................................................9
4.3 Compensation Planning in SuccessFactors........................................................................10
4.3.1 Compensation Planning in SuccessFactors.................................................................10
4.4 Importing Compensation Result into SAP...........................................................................10
4.4.1 Importing Compensation Result into SAP....................................................................10
4.5 Activating Compensation Change.......................................................................................11
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SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors
1 PurposeThis document describes the Rapid Deployment Solution package that enhances the integration between SAP HCM and SuccessFactors Compensation Management. This audience for this document is the business owner. It answers the key questions "What do I get with the RDS, and what do I do with it in a business perspective?" This document is not intended to provide the detailed technical configuration that will be needed by the technical and implementation teams; this can be found in the Configuration Guide.
The RDS is intended to provide a reduction of implementation time and effort for integration between SAP HCM and SuccessFactors Compensation Management
Reduction of implementation time and effort
Expert guidance through the integration setup
2 PrerequisitesThe technical prerequisites for Compensation Management integration are documented in the Quick Guide and Software Requirements document for this solution.
Please reference the following configuration guides
- PI design objects within Enterprise Service Repository - PI general configuration within Integration Directory - HCM Integration Add-on upgrade- HCM data extraction & customization
Ensure that all steps regarding the following activities have been completed:
ERP Human Capital Management (HCM) in the following versions or higher
Required Product Version Required Support Package Stack
Corresponding EA-HR Software Component Version and SP Level
SAP ERP 6.0 SPS: 15 (02/2009) EA-HR 6.00, SP 38
EHP2 FOR SAP ERP 6.0 SPS: 05 (02/2009) EA-HR 602, SP 17
EHP3 FOR SAP ERP 6.0 SPS: 04 (02/2009) EA-HR 603, SP 12
EHP4 FOR SAP ERP 6.0 SPS: 02 (02/2009) EA-HR 604, SP 05
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SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
EHP4 FOR SAP ERP 6.0 /NW 7.01
SPS: 02 (02/2009) EA-HR 604, SP 05
EHP5 FOR SAP ERP 6.0 SPS: 03 (12/2010) EA-HR 605, SP 05
EHP6 FOR SAP ERP 6.0 SPS: 01 (11/2011) EA-HR 606, SP 01
The integration add-on 1.0 SP02 for SAP ERP Human Capital Management and
SuccessFactors Business Execution has been installed
An initial Compensation management template has been established in SuccessFactors to allow
evaluation to continue.
Employee Data interface is in place and data has already been transferred for all employees to
be part of Compensation Management process.
Field Grouping is configured for data export from SAP HCM to SuccessFactors.
Ad Hoc report for export is configured in SuccessFactors
Field Grouping is configured for data import from SuccessFactors to SAP HCM.
Templates are set up within SuccessFactors
3 Compensation Process Flow and OverviewThe following table provides an overview of the process steps for data integration with SuccessFactors Compensation Management
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SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
Process Step Business Condition (Variable)
Business Role
Transaction Code Expected Results
4.1 Export SAP Compensation relevant Employee Data
(SAP HCM)
If no job has been scheduled to run this report then the report needs to be triggered by the user in the HR system
HR Administrator
HRSFI_COMP_DATA_REPL Select and execute job for the desired employee(s)
Data Replication (SAP PI)
Automated step
4.2 Generate Compensation Forms
(SuccessFactors)
SFSF Compensation Admin
Admin Tools Compensation Manage Compensation Forms Mass Create Forms
4.3 Plan Compensation
(SuccessFactors)
Manager Compensation Forms Inbox Form
Data Replication
(SAP PI)
Automated step
4.4 Import Compensation Result
(SAP HCM)
HRSFI_COMP_DATA_IMP
4.5 Activate Compensation Changes
(SAP HCM)
HRSFI_COMP_DATA_ACT Basic Pay and Bonus Payments reflected in IT8 and IT15 respectively
These steps will constitute a full compensation cycle.
4 Business Processes
4.1 Exporting Employee Data
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SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
Process step
External process reference
Business condition
Business role
Transaction code Expected results
Export of employee data
HRSFI_SYNCH_EMP_DATA
Employee data is available in SuccessFactors
4.1.1 Maintaining Salary Change
UseThis transaction exports relevant compensation data to SuccessFactors to enable Compensation Management processing to take place.
PrerequisitesFor all employees being exported, the Employee Data interface should have first been processed.
Procedure1. Access the transaction:
Transaction code HRSFI_COMP_DATA_REPL
2. In the Period section, select the effective date for which the data should be selected
Field name
Description User action and values Comment
Period The period for which employee data should be selected
Choice can be either Today or Key Date
In most cases, this should be set to today
3. In the Selection Criteria section, designate the employees to be exported:
Field name Description User action and values Comment
Personnel Number
Selection by employee number
Can use to select specific employees by number
Specify Personnel number for employee(s) to be transferred. Alternatively use other selection criteria like personnel area, employee subgroup etc.
Employment Status
Employment Status to be used for selected
3 = Active
1 = Inactive (LOA)
0 = Withdrawn
Should be 3 (active) plus 1 (LOA) if employees on leave should be considered
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SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
Field name Description User action and values Comment
for merit
Company Code
Selection by Company Code
Personnel Area
Selection by Personnel Area
Personnel Subarea
Selection by Personnel Subarea
Employee Group
Selection by Employee Group
Employee Subgroup
Selection by Employee Subgroup
4. In the Default Settings section, provide further information for the SuccessFactors system
Field name Description User action and values Comment
Extraction Language
The language used with the export
Field Set For Data Export
Fields to be sent to SuccessFactors
The field sets are configured in the IMG. See the Configuration Guide for more details.
Compensation Group ID
The compensation group ID is an entity from the SFSF system that groups together compensation templates that should be receiving the exported data. SuccessFactors distinguishes data for different templates via adding a suffix to field-names
Compensation group ID has to be determined in the SuccessFactors system.
For example, there might be a compensation group ID for monthly salary and another one for annual salary for the compensation cycle in year 2012. The compensation group ID has to be aligned with the employees selected by the selection criteria of the report, depending on the requirements in SuccessFactors.
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SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
Field name Description User action and values Comment
User ID Determination
How the SuccessFactors User-ID should be filled
The user ID determination should be consistent with that used for employee data export.
5. Hit execute
ResultOnce processing is complete a Display Log appears. The success or failure can be seen based on the traffic lights presented. Assuming successful results, the data will have been transferred to SuccessFactors and will be available for compensation planning
4.2 Generating Compensation Forms in SuccessFactorsProcess step External
process reference
Business condition
Business role Transaction code
Expected results
Mass Producing Forms for Compensation Planning
SFSF Compensation Admin
Admin Tools Compensation Manage Compensation Forms Mass Create Forms
Compensation data is ready for planning
4.2.1 Generating Compensation Forms in SuccessFactors
UseThis process generates Compensation Forms in SuccessFactors. Compensation Forms are the mechanism used to allow managers to update compensation for the employees within their area.
PrerequisitesA compensation template must already exist within SuccessFactors.
Procedure1. Access the transaction:
Transaction code HRSFI_COMP_DATA_REPL
2. Choose the link "Mass Create Forms"
3. Create a form for the highest-level manager involved in the Compensation Planning.
4. Finally create the forms via clicking "Launch Plan".
ResultThe forms are generated to be used in the Compensation Process.
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SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
4.3 Compensation Planning in SuccessFactorsProcess step External
process reference
Business condition
Business role
Transaction code
Expected results
Compensation Planning In Success Factors
Manager Compensation Forms Inbox Form
Compensation is adjusted
4.3.1 Compensation Planning in SuccessFactors
UseThis is the core functionality for Compensation Management. The procedures here explain at a high level the compensation process. There is tremendous documentation for the compensation management process within SuccessFactors itself and this BPD does not attempt to replicate that documentation.
PrerequisitesA compensation template must already exist within SuccessFactors.
Procedure1. Access the transaction:
SuccessFactors menu Compensation Forms Inbox Form
2. Choose "Forms Title"
3. Run through the compensation planning process.
4. After entering a salary adjustment and a bonus amount save your changes.
5. Next you can open the process roadmap via clicking on Route Map and send your compensation planning form to the status Completed.
ResultCompensation Process is completed in SuccessFactors and is ready to be transported back into SAP.
4.4 Importing Compensation Result into SAPProcess step External
process reference
Business condition
Business role
Transaction code
Expected results
Import Compensation Result
HR Administrator
HRSFI_COMP_DATA_IMP
Data loaded into SAP from SuccessFactors
4.4.1 Importing Compensation Result into SAP
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SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
UseThis transaction will reach into the SuccessFactors and extract completed compensation data into a staging area to enable eventual activation within SAP.
PrerequisitesAn Ad Hoc report must be set up within SuccessFactors that will be used for the import.
Procedure1. Access the transaction:
Transaction code HRSFI_COMP_DATA_IMP
2. Fill in the following details
Field name
Description User action and values Comment
Field Set For Data Import
Choose field set for the Compensation Type required.
See the Configuration Guide for more details on this.
SFSF Ad Hoc Report
Name of the report created within SuccessFactors
Can use to select specific employees by number
Make sure that you input the name exactly as it is in SuccessFactors as this field is case-sensitive.
ResultUpon successful run, you will see a Display Log with green lights indicating that the data was imported successfully. If errors occurred, the personnel numbers in question are listed with relevant error messages.
4.5 Activating Compensation Change Process step External
process reference
Business condition
Business role
Transaction code
Expected results
Activate Compensation Change
HR Administrator
HRSFI_COMP_DATA_IMP
Employee Data (Infotype 8 or 15) is updated
UseThis transaction activates the compensation changes that were brought over from SuccessFactors.
PrerequisitesData was successfully imported into SAP.
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SAP Best Practices
Pay-for-performance Integration between SAP ERP HCM and SuccessFactors (SF8): BPD
Procedure1. Access the transaction:
Transaction code HRSFI_COMP_DATA_ACT
2. Fill in the following details
Field name Description User action and values Comment
SFSF Template ID
ID of the template that was used in SuccessFactors
Field Set For Data Import
Fields involved in the import of data from SuccessFactors
See Configuration Guide for further information.
3. Keep checkbox set to "Test Only".
4. Choose Enter Fields.
5. Maintain any additional required field information and click the green check to return back to the previous screen.
6. Choose Execute
7. View the results.
8. Once ready, return to the previous screen and uncheck "Test Only" and choose Execute again.
9. Go to IT8 or IT15 and confirm the employee updates have been completed.
ResultEmployee compensation has been updated.
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