Top Tips for Getting the Best from SuccessFactors Q3 2016 Release Universal Update

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Top Tips for Getting the Best from SuccessFactors Q3 2016 Release Universal Update


Change Your ERP and Business Application Support Strategies

Rebalance ERP/business application skills

and resources

Adjust enterprise support to gaps in the

vendors 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

Recommendations in the ‘Postmodern ERP’ Landscape


Release Management Dates

Q1

2016 With Early Test you can benefit from an additional 30 days to test new

features before the Production release date

February

5th

March

4th

Early Test

Production

Q2

May

6th

June

3rd

Early Test

Production

August

5th

September

9th

Early Test

Production

November

4th

December

2nd

Early Test

Production

Q3 Q4


Why You Need Support for Cloud Applications

A flexible work force for your

management of peaks and

troughs from a wide variety

of skilled resources

Ensure that you are

independent of other

internal IT resource

demands and constraints

Frequent release

management to ensure

you get the biggest ROI

and keep modern with HR

and application evolution

and innovation


Employee Central

Rules Function Which Provides a Day Count of "Leave of Absence" in a Given Period

Why is this important?

The number of absence days often influence certain anniversaries. E.g. a pay grade progression will

move into the future if a LOA comes into play.


Employee Central

Enhanced Activity Log for Changes Done in Manage Workflow Requests

You can now see also the workflow changes done via Manage Workflow Requests in the activity log of

the workflow details, like add and remove approvers or route changes.


This enhancement provides you a full transparency of all the workflow changes within the activity log

of the workflow details UI.


Employee Central

Pagination on Pending Requests

Now all the portlets of the Pending Workflows UI have pagination: if more than 10 records exist, the

Show more link is displayed. After clicking, another 10 records are loaded.


This enhancement improves the usability

and the performance of your pending

request.


Employee Central

Insurance Rates Based on Gender

This is a requirement coming from various countries where insurance providers offer insurance plans

(health insurances) with insurance rates based on gender. This is an additional parameter that has

been added to the existing rate chart, beside the parameters smoking and age. The gender parameter

can now be picked up to calculate the correct rates.


The parameter Gender is important to

calculate the correct contribution

amounts when creating an insurance

plan.


Employee Central

Savings Enhancements

Benefit of type Savings has been enhanced. When creating a benefit of that type, the following

enhancements are visible on admin side: the label “Pension Type” has been renamed to “Plan Type”

and a new field has been added “Plan Sub-Type”. This is associated to the country field. According to

the country selection, the respective country specific saving plans will be listed. The list has to be

maintained by Admin. The new field is only available when in field Plan Type the “Savings plan” is

selected.


In US and Canada it is common Employers are offering saving plans to their employees. Admins

should be able to configure the saving plans according to their needs. Therefore this new field has

been developed to specify the different plan types in dependence of the selected country.


Employee Central

Back to Top Button in People Profile You can now use a "back to top" link in the profile header to jump back to the top of the People Profile

page. This button appears as soon as the page is scrolled down to a degree where the global header

has disappeared.


Back to top button allows users to

quickly access the module picker

and search so that you can easily

navigate away from People Profile

without scrolling all the way back.


Employee Central

Performance Review Forms Launch Updated V12/PP3 Dialogs

The UI styling of Employee Profile information accessed via a link on Performance Review forms has

been updated.


Performance review form link to

Employee Profile earlier opened

the old v11 Employee Profile UIs, when

you are on the v12 profile or People

Profile version.

EP links in PM review forms now open

the v12 or People Profile depending on

the profile version.


Employee Central

People Profile UI Performance Improvements

UI performance of People Profile v3 built in Fiori UI framework has been significantly improved. People

Profile first time page load time is ~10s.


Initial page load (cold cache) time of

People Profile is now at par with

Employee Profile v12.

UI Performance is top priority for

SuccessFactors and they are

continuously working on fine-tuning it

and have made significant performance

improvements in 1608.


Employee Central

Locale Picker for File Based Imports

Locale picker for file based imports.


Previously, before you could import

language specific data containing Date,

Numbers and Pick list files, you had to

choose the same locale as the

data to import.

Changing the locale automatically

changed the UI based on your

selected language.

This made it difficult to proceed if the

user did not understand the selected

language.


Employee Central

Raise Event on Start Probation

Intelligent Services: Raise Event on Start Probation.


This allows you to initiate Start

Probation Event.

Based on your selection there is an

option to notify an employee, manager,

as well as HR manager about the

start of the probation period.


Performance Management

Performance Form User Interface Improvements

The following PM v12 A form page parts have had minor UI Changes in this release: User Information

section, Review Information section, Objective/Goal Details tab and Other Details tab in the

Performance Goal and Development Goal sections, Learning Activities tab in the Development Goals

section, Writing Assistant popup, Signature section, Summary section, Add/Edit Objective/Goal Popup.


Minor UI changes support you in a better usability and experience.

Due to client feedback,

SuccessFacts has reversed the

bolding and reduced the

spacing between the fields in

the:

1. User Information section

2. Review section




Due to customer feedback,

SuccessFactors has reversed

the bolding and reduced the

spacing between the fields in

the:

1. Objective/Goal Details

tab

1. Performance

Goals

2. Development

Goals

2. Other Details tab

1. Performance

Goals

2. Development

Goals

3. Learning Activities tab

1. Development

Goals




Minor user interface changes (font size,

padding, updated icons, etc.) have been

made to the Writing Assistant popup.

SuccessFactors has also relabeled the

“Cancel” button to “Close”.




Minor user interface changes (font size, padding, etc.) have been made to the Signature section.




Minor user interface changes (font size, padding, alignment, table row colors, etc.) have been

made to the Summary section.




Minor user interface changes (font size, padding, updated, icons, etc.) have been made to the

Add/Edit Objective/Goal popup.


Route Map User Interface Improvements

Route Map User Interface Improvements User Interface changes have been made to the PM v12 A Route Map on the Performance Form, Form

Information page and Next Step page. The changes include:

• Carousel arrows updated and always visible (when present)

• Numbers have been added to each step

• Only the step name will be visible in the user interface and the current step name will be bold

• All other step information is visible in the [i] popup:

• User’s name and role

• Route Map step mouse over text

• Actions have been made more prominent

• Iterative and Collaborative steps are denoted by a “people” symbol

• Completed steps are denoted by a “checkmark” symbol


Minor UI changes support you with better usability and experience.

.



User interface changes have been

made to the Route Map on the

Performance Form:

1. Carousel arrows updated and

always visible (when present)

2. Interative and Collaborative

steps are denoted by a

“people” symbol

3. Numbers have been added to

each step

4. Only the Step name will be

visible in the user interface

and the current step name will

be bolded

5. Actions has been made more

prominent

6. All other step information is

visible in the [i] popup

1. User’s name and role

2. Route Map step

mouseover text

7. Completed steps are denoted

by a “checkmark” symbol



The updated Route Map has also been

applied to the:

1. Form information page

2. Next step page


Team Overview User Interface Improvements

What is this? The following Team Overview page parts have had minor UI changes in this release:

• Team Overview page layout: when grids are collapsed and expanded

• Team Overview form grids: with Ratings, with Checkmarks, grid header and step information

• Ask for Feedback: popup when adding from list of employees or adding an external email


Minor UI changes are giving you better usability and experience. Minor user interface changes (font

size, padding, display of forms, etc.) have been created to the Team Overview page when the form

grids are collapsed.


Team Overview User Interface Improvements Screen 1

Minor user interface changes

(font size, padding, alignment,

button, color, etc.) have been

made to the Team Overview

page:

1. Expanded using Ratings

2. Grid Header

3. Route map step

information

4. Feedback sent icons

5. Feedback received icons

6. Signature icons

7. Ask for feedback button

8. Review button

9. Sign button

10. Expanded using

checkmarks


Team Overview User Interface Improvements Screen 2

Minor user interface changes (font size,

padding, alignment, etc.) have been

made to the Ask for Feedback popup:

1. When using Add existing employee

2. When using Add external email

address


Launch Performance Management Forms

Launch Forms via .csv upload When using the Launch > One-time > Now option in Launch Forms, a new option has been added to

Select Employees > Group of Employees: Upload CSV File. This is currently not supported for the

Launch > One-Time > Later or the Launch > Recurring schedule options.


Give you the ability to easily launch forms for multiple employees without having to use employee

search.

Upload CSV File option has

been added to Launch Forms

> Now.

To use this feature:

1. Download CSV template

2. Enter User Ids of the

employees launched in the

CSV

3. Choose File and Upload


Goal Management

User Interface Goal Plan Improvements This enhancement includes a series of minor improvements to the goal plan user interface.

• Mission Statement minor restyling button

• Introduction Statement minor restyling of button

• Add/Edit Goal dialog

• Add Group Goal

• Add SMART Goal Wizard

• Create new Goal


• Offers greater UI consistency

across the suite

• Improves readability

Updates made

1. Introduction Statement minor restyling of button

2. Mission Statement restyled no-edit state

3. Mission Statement restyled edit state


Goal Management

Updates made

1. Minor lay-out update for SMART links for improved readability and suite-wide consistency

2. Button restyling and alignment improvements

User Interface Goal Plan Improvements


Goal Management

Updates made

1. Replacing buttons with links

2. Action iconography for consistency across suite



Goal Management

Updates made

Minor alignment issues from previous version



Recruitment

Allow Recruiting Groups to be viewed by any user with Recruiting Group permission.

This enhancement now allows any user with the Recruiting Group permissions to view and manage all

Recruiting Groups, including the groups created by other Administrators.

• All existing groups will be made public.

• All new groups created will be public.


Employee Referral information text translation

With this enhancement, the Program Information text for the Employee Referral feature is multilingual.

You now have the option to change to locale and enter text for this information in different languages.

Employee Referral disable the "Add" button and disable referral amount.

Settings can now be altered

to disable the Add button and

referral amounts from

showing in the UI.


Active Applicants New Display Column|

A new display column has been added that displays the current number of active applications on the

Requisition List page. Disqualified statuses are excluded and role permissions are obeyed.


Applicant List – Sort by Name You can now set preferences for how you want the names of applicants to sort in the Applicants List.

You can chose to sort the names of applicants in the "First Name, Last Name" or "Last Name, First

Name" format.


With this enhancement, the default value of the "Maximum Successive Failed Login Attempts" field is set to

10. You can configure this value by navigating through this path - Admin Center > Recruiting > Manage

External Password Policy > "Maximum Successive Failed Login Attempts".

Maximum Successive Failed Login Attempts Set


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.

NGA SuccessFactors Application Management Services directly helps clients 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 SuccessFactors modules and integration technologies, plus enabling SAP

Support as a partner. Allowing our clients to focus on processes and results and simplifying their landscape support needs.

Level 1 Helpdesk

Level 2 SMEs

Level 3 SF Admin

SAP Support


Cloud Support Services

Ongoing

Governance

Cloud Application

Management

• Employee Central Health-Check

• Opportunity and Planning Review

• Accelerated Enhancement

Cloud Advantage

Employee Central Health-

Check &

Accelerated Enhancement

Expansion

One Time

• My Cloud Advisor

• Cloud Advantage Forum

• Strategic Roadmap Review

• Account and Contract Management

• Monitoring and Reporting on Service Performance

• Application Maintenance

• Release Management

• Configuration Changes

• User Support

• Processing Support

• Integration and Performance

Monitor

• Security Management

• Business Continuity Management

• Documentation Maintenance


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

updates

Application Management Services


Analyst Recognition

SuccessFactors Services: design, build, test, maintain, run

HfS Blueprint Reports 2016 – SuccessFactors Services

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

services-hfs-blueprint-report


Analyst Recognition

SuccessFactors Services: design, build, test, maintain, run

NelsonHall NEAT Report, Cloud-based HR Services, 2016

Download the full report: https://research.nelson-hall.com/


NGA HR 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

Interested to know more? Contact Us: http://www.ngahr.com/contact

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

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

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


Thank You

Top Tips for Getting the Best from SuccessFactors Q3 2016 Release Universal Update

Business

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