employee central presentation. 2 successfactors proprietary and confidential © 2012 successfactors,...

Employee Central Presentation

2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.

Agenda

• What is Employee Central ?

• Employee Data

• Referential Data

• Events & Workflow Processes

• Permissions


Purpose of the Workshop

• Get Familiar with Employee Central features

• Define high level scope of the project

What is Employee Central?


What is Employee Central ?Basic definition

Employee Central is a Human Resources Management System

that enables to collect & manage:

• Personal Information: data linked to the person (which does not depend on job or company)

• Employment Information (life in the company)

mainly job and compensation

from hire to termination


What is Employee Central ?Personal information

Effective Dated Personal Info

Effective Dated Address


What is Employee Central ?Job information

Organization Information

Job Information


What is Employee Central ?Compensation information

Generic CompensationInformation

Multiple PayComponents


What is Employee Central ?Effective dated & event driven

• Every change to job or compensation information is recorded with the corresponding date

• An event describes the change that is recorded

promotion

transfer

termination

…


What is Employee Central ?Effective date & event

event

effective date


What is Employee Central ?Workflow validation

Changes of Personal Information*, Job Information, Compensation Information can go through approval workflow

* Workflow available only for change of Name, Marital Status, or National Id


What is Employee Central ?Referential data

• It is possible to define referential data such as

organization structures (legal entity, business unit, department…)

job classification

pay structures

• The list of values is then proposed in employee records

ensure consistency of data

enable to default some data at employee records level (e.g. standard hours defined for job classification automatically populates standard hours of employee)


What is Employee Central ?Propagation of referential attributes

Job Title defined for Job Classification is propagated at Job Information level


What is Employee Central ?Permissions

Granular permissions can be defined

• Who can see what: personal information, job information, compensation information

• Who can change what: personal information, job information, compensation information

• What kind of changes can be done: address change, job change, salary change …

• Which employees can be managed by each user (HR in Germany can only manage employees based in Germany)


What is Employee Central ?Key Employee Central Components

• Core HR data management

Personal information

Employment information

• Referential data

• Self Service

Approval workflow for employment or personal information changes

• Permissions

• Reporting

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Questions

?

Employee Data


Data Definition

Data to be managed needs to be defined:

• Which attributes are recorded in Personal information, Employment information, Referential data

• For each « structure »

Standard attributes are delivered by SuccessFactors Custom attributes can be configured based on customer needs Country specific attributes can be configured

• One attribute can be

Hidden, view only, editable

PersonalInformation

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Employee DataPersonal information

• Personal information

is effective dated

Standard Attributes

Country SpecificAttributes


Employee Data Biographical information

• Biographical information

non effective dated

Standard Attributes

CustomAttributes


Employee Data Address information

• Address information

is effective dated multiple types of addresses format can be defined per country

Address Type

Address Format


Employee Data Contact information

• Contact information: Phone, Email, Social Account

non effective dated


Employee Data National Id Information

• National id

non effective dated can be tracked for multiple countries, multiple types per country format can be defined and validated

Type Format


Employee Data Emergency contact and dependents

• Dependents

effective dated

• Primary emergency contact

non effective dated


Employee Data Other Personal information

• Direct deposit

non effective dated

• Work permit info

non effective dated, with attachment capability

Employment Information


Employee Data Job information

• Organization information

part of Job information structure is effective dated stores information like department, business unit…



• Job information

part of Job information structure is effective dated stores detailed job information like job code, working hours, FTE…



• The country of the Legal Entity determines which country specific attributes are exposed in Job information UI*

Country of Legal Entity = Switzerland

Country Specific Attribute

* As well as in Compensation information and Employment details


Employee Data Job information – Position Management

• When position management is activated, the employee can be assigned to a position in Job Information

• Information on positions and jobs can be synchronized

Employee inherits from Position attributes


Employee Data Job relationships

• Job relationships

defines relationships with HR Manager, Matrix Manager…(apart from direct manager)

is effective datedmultiple relationship types can be defined


Employee Data Compensation information

• Compensation information

houses multiple elements of an employee’s pay structure:

generic compensation information like pay group, pay type, as well as calculated fields like Compa Ratio and Range Penetration

recurring elements like base salary, housing allowance

target payments like bonus target (which is also recurring element)

non recurring elements such as one time bonus

captures the currency, amount and pay frequency for each pay component

multiple pay components can be grouped into one pay component group in order to calculate total earning opportunity


Employee Data Compensation information

Calculated Fields

Recurring Pay Component

Generic Compensation Info


Employee Data Employment details

• Employment details

non effective dated


Employee Data Termination information

• Termination information

non effective dated


Employee Data Global assignment

• Global assignment

enables to manage expatriates

employment data is maintained in home and host assignments

multiple future dated global assignments can be recorded


Employee Data Global assignment

• Global assignment details

It is possible to display either home or host record


Employee Data Requirements definition

• For Personal and Employment Information, the customer must determine The sets of data that will be stored The countries that will be supported The specific features that will be managed: position management, global

assignment For each structure

which standard attributes are used which custom attributes should be added if country specific attributes are needed

The detailed definition of each attribute label, type (date, text, …), maximum length if the attribute is required if a picklist should be associated to the attribute if the value can be defaulted from a Foundation Object

Referential Data


Referential Data

• Referential data

some attributes in Employee Records refer to referential data called Foundation Objects

use of referential data ensures consistency and facilitates reporting

Foundation Objects include Organization, Job and Pay structures

attributes defined in referential data can be automatically propagated or defaulted in employee records

relationships can be built between Foundation Objects


Referential Data

• Organization structures legal entity, division, department, cost center, business unit, location, location

group, geozone


Referential Data

• Organization structures relationships to be built depend on the customer

internal organization filters will be automatically created

Legal Entity

Business Unit

Department Department

Cost Center Cost Center


Referential Data

• Job classification attributes defined at job classification level can be propagated to

employee records: e.g. job title and job level automatically defaulted in employee records when the job code is selected


Referential Data

Country Specific Attribute


Referential Data

• Position Attributes that qualify the position can be defined in Position

Objects


Referential Data

• Payroll structures pay range, pay grade, pay group, pay component, pay component group, pay

calendar


Referential Data

• Payroll structures stores all elements that the company pays to employees

base salary, bonus target, car allowance for each pay component, the customer needs to define

if it is a recurring or one time pay if recurring, the frequency if paid as absolute amount or percentage if percentage, what is it based on is it earning or deduction is actual pay or target


Referential Data


Referential DataRequirements definition

•For Referential Data, the customer must determine The Foundation Objects that will be used The countries that will be supported For each structure

which standard attributes are used which custom attributes should be added if country specific attributes are needed

If relationships need to be built between Foundation Objects The detailed definition of each attribute

label, type (date, text, …), maximum length if the attribute is required if a picklist should be associated to the attribute

NOTE: Foundation Objects need to be configured first. Referential data should be loaded first.

Events & Workflow Processes


Events

Changes entered in employee records are identified by an event

• Hire, re hire, termination, transfer, promotion …

• In Self Service, it is possible to let the system determine the applicable event based on data changes (the user is not requested to enter any event in this case)

• The data changes corresponding to each event need to be defined

a promotion is a change of job code

a transfer is a change of department or a change of business unit

Event Condition 1 Condition 2 Condition 3 Rule

Transfer Department is changed

Business unit is changed

The transaction is considered as a “transfer” if department is changed or business unit is changed


Workflow Processes

Workflow processes are defined by

• number of validation steps

how many approvers are needed

• who are the approvers ?

Manager, HR, financial controller, a group…

• conditions that trigger the workflow

which data change/event necessitates workflow validation

• content of email notifications


Workflow ProcessesThrough Self Service


Workflow ProcessesApproval chain


Events & Workflow ProcessesRequirements definition

•The customer must determine the changes that need to go through approval workflow the conditions that trigger the workflow the number of steps and approvers for each workflow who are the approvers for each step the notification details the event corresponding to the changes that are entered through self

service

Permissions


PermissionsRole Based Permission Concept

The role defines access to data and functionality

Roles are granted to groups of users (left circle)

Granted users may perform the role on target users (right circle)

Groups can be dynamic to automate assignment of permissions

Administrators can define many roles

GrantedUsers Role Target

Users


Permissions

Example

• Role Name: HR Role

• Permissions:Change Employees Job and Compensation Information

USAEmployees

USAHR

Granted Users Permission Role Target Users

DEUEmployees

DEUHR

HR Role

HR Role


Permissions

Example

• Role Name: Manager Role

• Permissions:View Job and Compensation information

Team,All Levels

USAManagers

Granted Users Permission Role Target Users

Team,2 Levels

DEUManagers

Manager Role

Manager Role


Permissions

Users, roles, and permissions need to be defined

• Local HR can change job / compensation information for employees based in their region

• Managers can see job / compensation information for employees in their team


Questions

?

Thank You


employee central presentation. 2 successfactors proprietary and confidential © 2012 successfactors,...

Documents

successfactors proprietary

sap company

employee central features

termination slide

employee records level

project slide

national id slide

department job classification