Day 2 (Units 2 and 3A)

Employee Central Academy Training – Check-in Meeting
Session starts at 11:00 AM Eastern time

Alex White, SAP SuccessFactors Education Team
INTERNAL
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© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

2
Agenda
1. Questions
2. Demonstration and Review
3. Unit 2
4. Unit 3 Part 1
5. Exercise Tips
6. Exercise Support
3
Questions
You can use the annotate to post questions here?

4
Agenda
1. Questions
3. Unit 2
4. Unit 3 Part 1
5. Exercise Tips
6. Exercise Support
5
Demonstration and Review
Poll!
Which are types of objects are used in Employee Central?

(Choose all that apply)
A Person
B Foundation
C Country Specifics
D Employment

7
Poll!
The Employee Record is divided into three main

areas(sections):
• Employment Information
• Personal Information
• Country-Specific Information
A True
B False

8
Poll!
Which file does the implementation consultant edit when

configuring a customer instance? (Choose all that apply)
A XML Data Model
B DTD

9
Live Demo
 Lab 1- Uploading Course Data Models
 Lab 2- Update Picklist and Email

10
Exercise 1 – Prepare XML for an Instance

11
Exercise 2 – Update Picklist and Email Addresses
Issues?:
12
Exercise 3 – Set Up the Admin Center

13
Exercise 4 – Use Functions and Features in the EC Instance

14
Exercise 5 – Turn on Enhanced Features in EC

15
Agenda
1. Questions
3. Unit 2
4. Unit 3 Part 1
5. Exercise Tips
6. Exercise Support
16
Unit 2: Security – Role Based
Permissions
Alex White
INTERNAL
Content

18
Recommended Implementation Sequence (1808)
Step 1: Setting up a new account in Provisioning Step 8: Importing the Picklists

Step 2: Creating the Super Admin Step 9: Creating Foundation Object Records
Step 3: Defining the Corporate Data Model Step 10: Configuring Propagation Rules
Step 4: Defining the Country Specific Corporate Step 11: Creating Event-Reason Derivation Rules
Data Model
Step 12: Creating Workflow Derivation Rules
Step 5: Setting up MDF Foundation Objects
Step 13: Managing Role-Based Permissions
Step 6: Configuring the Succession Data Model
Step 14: Importing Employee Data
Step 7: Configuring the Country-Specific
Step 15: HRIS Sync
Succession Data Models

19
EC Components
 MDF Foundation
Objects

20
Lesson 1
Managing User Access
Lead-in
Learning Objective
✓ Understand Administrator Types
Scenario
✓ During the initial stages of the implementation process,
the customer needs to determine the admins for the SF
implementation.

22
Poll!
Does anyone know the difference in a Super Admin and Security

Admin?

23
Administrator Types
Super Admins: (Create New Security Admins)
Tool: Manage RBP Access
Security Admins: (Modify Any Permission)
Tool: Permission Roles / Groups
Admin: (Perform Administrative Tasks)
Tools: Access to Admin Pages
Local Admin (Perform Administrative Tasks on

a subset of users)
Tools: Admin Pages for a subset of users

24
Exercise 6- Solution

25
Data Changes and EC Permissions
(Lessons 2 and 3)
Lead-in
Learning Objective
✓ Understand data edit types for EC
✓ Configure RBP Permission for EC data access
Scenario
✓ You need to configure IT Admins with access to change
all Employee’s company email address

27
RBP

28
Exercise 7 - Solution

29
Effective Dating
Note: Non-effective dated means that the history for the changes will not be maintained in the
system.
30
Effective Dating
❖ Every record will have a start date and an end

date
❖ When data changes in the table, a new record is
established with the previous records end date
updated accordingly.
Start Date End Date Job Title

1/18/2010 12/31/9999 Vice President Sales
Start Date End Date Job Title

1/18/2010 9/5/2010 Vice President Sales
9/6/2010 12/31/9999 VP, Sales

31
EC Historical Change Tracking

32
Poll!
Any thoughts on the advantages of non-effective dating?

33
Questions
Any questions so far?

34
Administration Records Management – Effective Dated
Pencil Icon (Edit)
• Adds new information without overwriting existing data

• Will trigger a workflow (approval process)
Edit (From History) – HR Edit
• Used to correct errors in existing record, overwrites previous information

• Will not trigger a workflow
Insert New Record (From History) – HR New Record
• Adds new information without overwriting existing data

• Will not trigger a workflow

35
Exercise 9

36
Live Demo
 Insert / Edit non-effective dated portlet
 Change options for effective dated portlet

37
Permission Roles: Employee Data
Employee Data manages access to non-effective dated portlets and other actions

38
Permission Roles: Effective Dated Entries
Employee Central Effective Dated Entries manages access to effective dated fields

39
Permission Roles: Employee Views
Employee Views enable People Profile Sections in the Employee File Navigation

40
Permission Roles: Import Entities
Enforce restrictions on
portlets when importing
data.

41
Exercise 8 – Create a Custom Group and Role

42
More Information

43
Questions

44
Agenda
1. Questions
3. Unit 2
4. Unit 3 Part 1
5. Exercise Tips
6. Exercise Support
45
Unit 3 – Foundation Objects
Content

47
Recommended Implementation Sequence (1808)
Step 1: Setting up a new account in Provisioning Step 8: Importing the Picklists

Step 2: Creating the Super Admin Step 9: Creating Foundation Object Records
Step 3: Defining the Corporate Data Model Step 10: Configuring Propagation Rules
Step 4: Defining the Country Specific Corporate Step 11: Creating Event-Reason Derivation Rules
Data Model
Step 12: Creating Workflow Derivation Rules
Step 5: Setting up MDF Foundation Objects
Step 13: Managing Role-Based Permissions
Step 6: Configuring the Succession Data Model
Step 14: Importing Employee Data
Step 7: Configuring the Country-Specific
Step 15: HRIS Sync
Succession Data Models

48
Lead-in
Learning Objective
✓ Understand Foundation Object Types
✓ Review Foundation Objects and their purpose
Scenario
✓ You need to know what the standard FO are in
Employee Central and where to manage those records.
Note: Our session today looks at creating new FO records, we will learn about customizing
the objects in tomorrows session
49
Object Types: From the Implementation Guide

50
Foundation Objects
Foundation objects are used to set up data that can be shared across
the entire company, such as job codes, departments, or business units.
Foundation objects are sometimes referred to as “foundation tables”.
Foundation Objects
MDF FO XML FO
Foundation Objects are classified as either XML based FO or MDF

based FO
XML FO are defined in the Corporate Data Model XML files
MDF FO are defined in the Metadata Framework (MDF)
Generic Objects Foundation Objects
Other
Generic MDF FO XML FO
Objects
Objects created in the MDF are call Generic Objects (GO)

Foundation Objects that have been migrated are called MDF FO. They
are considered to be generic objects
All other objects created in MDF are simply called generic objects
In transition from Defining data models via XML vs MDF
Foundation XML (corporate Data model and CSF MDF based Foundation
Object Type corporate data Models) Objects
Terminology XML FO, Foundation Tables, FO, MDF FO, FO,

used Legacy FO, hris-element Generic Object, GO
How to
XML file loaded via Provisioning (only Admin Center (Customer
Manage Data
Model consultants) can manage them)
Tools to manage existing

Import tool and template available,
records and import /
Import / Export export would be completed via
export are different from
reporting
the XML counterparts

55
EC Components
 MDF Foundation
Objects

56
Foundation Objects

57
Foundation Objects vs. Foundation Object Records / Instances
Objects: define what is stored describing the records (fields, labels), defined in
the Data Model (XML or MDF)
Records / Instances: individual entities of that type of object stored in the DB

58
Live Demonstration
View a Foundation Object Record:
• Legal Entity France
• Legal Entity USA

59
FO Example: Legal Entity
Legal Entity
Start Date
Currency
ID / NAME
Description
Status
Default Pay Group
Default Location
Weekly Hours
Country
60
Standard, Custom and Country-Specific Fields (CSF)
Note: Only certain FOs have country specific fields- more in a later
lesson.
61
FOs are effective dated
For employees to be assigned a foundation object record, the record must be active. Another
way to say this is the start date of the FO record must be before the start date of the employee
record.

62
Advantages of Foundation Objects
Simplifying data entry
Live Demonstration
Utilizing Foundation Object Records:
• Limit Selections
• Filtering
• Propagation

64
FO and Employee Files- data entry lists
Foundation Objects
Reduce
misconfiguration
of records

65
Foundation Object Propagation
Propagation ‘pulls’ data from the FO record’s fields and populates subordinate fields
Increase data entry efficiency and reduce misconfigurations

66
Relationships: Associations
Associations between objects can limit availability of FO records in subordinate fields. (Prevent
invalid combinations of fields)

67
Organization Data: Example Organization Hierarchy
THR81 Instances are NOT configured with these associations.

68
Foundation Object Categories and Types
✓ Review the Foundation Object Categories and

Types during your training:
✓ THR81 Unit 3 Lesson 1
✓ EC Master Implementation Guide (5.7 – 5.10)

69
Questions

70
Lesson 2: Populating Foundation Object
(FO) Records
Lead-in
Learning Objective
✓ Create FO records via Import and Admin Tools
Scenario
✓ You need to import the initial cost center records during
an implemenation.
Note: Our session today looks at creating new FO records, we will learn about customizing
the objects in tomorrows session
72
Creating New FO Records
Import:
✓ Common for initial data load and mass changes
✓ Benefit: import file can be reused from one instance to

another
Graphical Data management tool:

✓ Common for day-to-day data management
✓ Benefit: easy to use

73
Foundation Objects

74
Summary of FO Tools
Data Import/export
management
MDF Objects Import and Export
Data
Manage Data OR
Import Foundation
Data
Corporate Data Manage Org, Pay
Model Import Foundation
and Job Admin
Data
tool

75
Managing Existing FO Records from Corporate Data Model (CDM)
If you don’t know if a

FO has been migrated
to MDF, Tool will
redirect you.

76
Managing Existing FO Records from MDF

77
Live Demonstration
FO record management tools:
• XML FO:
• Configure Org Job and Pay
• Import Foundation Objects
• MDF FO:
• Manage Data
• Import / Export Data

78
Exercise 10 Create FO Record Data

79
Questions

80
Agenda
1. Questions
3. Unit 2
4. Unit 3 Part 1
5. Exercise Tips
6. Exercise Support
81
Tomorrow’s Assignment
✓ Unit 2 – Security / RBP

✓ Unit 3 Part 1- Creating Foundation Object Records Up to
Exercise 10 (Create FO Data Record)
✓ 5 Exercises
If time permits:
❖ Review Administrator permissions of Master IG (Section 3.3)
❖ Start the Content of Unit 3 Part 2

82
Tips
Located in Classroom Jam:
https://jam4.sapjam.com/groups/3ykACzd7He8S9z3uUViqz
O/content?folder_id=88rTwZ5tbmH9ka9tgBYGD5

83
Agenda
1. Questions
3. Unit 2
4. Unit 3 Part 1
5. Exercise Tips
6. Exercise Support

84
Questions & Exercise Support
Final Questions?
 Ask any final questions that do not require

demonstration
 Then I will help with any exercise questions

 May require you to share your screen
 If we need, might take a break before starting the
exercise support

85

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Employee Central Academy Training – Check-in Meeting

Session starts at 11:00 AM Eastern time

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

2. Demonstration and Review

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

2. Demonstration and Review

Which are types of objects are used in Employee Central?

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

The Employee Record is divided into three main

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

Which file does the implementation consultant edit when

A XML Data Model

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

 Lab 1- Uploading Course Data Models

 Lab 2- Update Picklist and Email

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

2. Demonstration and Review

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

Step 1: Setting up a new account in Provisioning Step 8: Importing the Picklists

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

Does anyone know the difference in a Super Admin and Security

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

Super Admins: (Create New Security Admins)

Tool: Manage RBP Access

Security Admins: (Modify Any Permission)

Tool: Permission Roles / Groups

Admin: (Perform Administrative Tasks)

Tools: Access to Admin Pages

Local Admin (Perform Administrative Tasks on

Tools: Admin Pages for a subset of users

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

✓ Configure RBP Permission for EC data access

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

❖ Every record will have a start date and an end

Start Date End Date Job Title

Start Date End Date Job Title

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

Any thoughts on the advantages of non-effective dating?

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

Pencil Icon (Edit)

• Adds new information without overwriting existing data

Edit (From History) – HR Edit

• Used to correct errors in existing record, overwrites previous information

Insert New Record (From History) – HR New Record

• Adds new information without overwriting existing data

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ INTERNAL

 Insert / Edit non-effective dated portlet

 Change options for effective dated portlet