SuccessFactors With Microsoft 365

5/2/2024
Integrating SAP SuccessFactors with

Microsoft 365
Generated on: 2024-05-02 12:59:28 GMT+0000
SAP SuccessFactors Platform | 1H 2024
PUBLIC
Original content: https://help.sap.com/docs/SAP_SUCCESSFACTORS_PLATFORM/3adee415c1eb4b918bc0172afc76948c?

locale=en-US&state=PRODUCTION&version=2405
Warning
This document has been generated from the SAP Help Portal and is an incomplete version of the official SAP product
documentation. The information included in custom documentation may not re ect the arrangement of topics in the SAP Help
Portal, and may be missing important aspects and/or correlations to other topics. For this reason, it is not for productive use.
For more information, please visit the https://help.sap.com/docs/disclaimer.
This is custom documentation. For more information, please visit the SAP Help Portal 1
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Integrating SAP SuccessFactors with Microsoft 365

By integrating your SAP SuccessFactors system with Microsoft 365, you can empower users to collaborate with less friction and
complete everyday HR tasks right inside Microsoft 365 applications.
Overview
This guide is designed to help you con gure your SAP SuccessFactors system to get it ready for users to explore and
collaborate in Microsoft 365 applications.
Being your organization's administrator for the SAP SuccessFactors system, to get fully prepared for the integration, you need
either permissions of the following roles or assistance from your Microsoft 365 implementation partners who have these roles:
Microsoft 365 Global admin: required to grant Microsoft Graph API permissions to SAP SuccessFactors
Microsoft 365 Teams admin: required to install the SAP SuccessFactors app in Teams and set up the permission policy
The following features become available with a successful integration:
Start Teams chat from SAP SuccessFactors
Users can start a Teams chat from a user's quickcard or pro le header.
Access quick actions and receive noti cations through the SAP SuccessFactors app in Teams
Users can use quick actions of the latest Continuous Performance Management, Employee Central, Employee
Central Payroll, and Time Tracking.
Users are noti ed of approvals, time-sensitive reminders, and other events.
Engage with SAP SuccessFactors processes that use Outlook or Teams online meetings
Currently, users can use features related to interview scheduling.
Users can take advantage of the features in both web and mobile applications.
Basic Microsoft Terms
Term Description
Adaptive card An actionable content snippet added to a conversation by a bot or message extension. Use text,
graphics, and buttons with these cards for rich communication.
App package A Teams app package is a ZIP le that contains the App manifest le, color icon, and outline icon.
Microsoft Entra ID Microsoft's cloud-based identity and access management service. It helps authenticated users
access internal and external resources.
Message extension Message extensions are shortcuts for inserting app content or acting on a message. You can use a
message extension without navigating away from the conversation.
Task module A feature of Teams app to create modal pop-up for completing tasks, displaying videos, or
dashboard.
Tenant ID The unique identi er of the tenant where your app is registered in Microsoft Entra admin center.
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Related Information
About admin roles in the Microsoft 365 admin center
Assign admin roles in the Microsoft 365 admin center
Common terms and de nitions for Microsoft Teams
Enabling Basic Integration Between SAP SuccessFactors and

Microsoft Teams
Enable the basic integration between SAP SuccessFactors and Microsoft Teams to allow users to start Teams chat from SAP
SuccessFactors.
Prerequisites
You have the Administrator Permissions Manage System Properties Work Tech Con guration permission.
Context
Completing this task alone just enables integration with Microsoft Teams chat.
 Note
To enable the extended range of integration with Microsoft 365, refer to the Related Information section for detailed
instructions.
Procedure
1. Go to Admin Center Work Tech Con guration .
2. In the Enablement section, choose Enable Integration.
Results
You've enabled integration with Microsoft Teams chat. Users can start a Teams chat with one another from their quickcard or
pro le header.
 Note
After the enablement, it takes 20 minutes for the integration to take effect in iOS and Android SAP SuccessFactors Mobile
apps.
Related Information
Enabling the SAP SuccessFactors App for Microsoft Teams
Enabling Microsoft Teams Online Meetings for SAP SuccessFactors Processes
Enabling Microsoft Outlook and Teams Online Meetings for SAP SuccessFactors Processes
Using Microsoft Teams Chat from SAP SuccessFactors

With the basic integration enabled, users can start a Microsoft Teams chat from their SAP SuccessFactors system.
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A Microsoft Teams Chat icon (with a link) appears in users' pro le header or quickcard. After users choose the icon, a chat
window is opened in their Teams desktop client for instant conversation. If they don't have a Teams desktop client installed, the
chat window is opened in a web browser instead.
To facilitate smooth redirection from SAP SuccessFactors to a Teams chat window, it's recommended that users install the
Teams desktop client.
Related Information
How-To Video: Start Microsoft Teams Chat from Quickcard and People Pro le Header
Enabling Basic Integration Between SAP SuccessFactors and Microsoft Teams
People Pro le
SAP SuccessFactors App for Microsoft Teams

Learn about how SAP SuccessFactors works with Microsoft 365 to make successful transactions.
Communication Process
The communication process between SAP SuccessFactors and Microsoft 365 is illustrated and explained below:
(lock icon) means that data transited between Azure AI Bot Service, Teams client, and SAP SuccessFactors Service endpoint
is encrypted using SSL.
1. The Teams client sends a message to Azure AI Bot Service when users chat with the SAP SuccessFactors app or perform
a quick action.
2. Azure AI Bot Service forwards the message to the SAP SuccessFactors Service endpoint with mandatory decoration,
including Microsoft Entra tenant information and security validations.
3. The SAP SuccessFactors Service endpoint validates the message by invoking the Teams SDK to ensure message
security.
4. With the Microsoft Entra tenant and user information embedded in the message, SAP SuccessFactors queries Microsoft
Graph APIs from customer's Microsoft Entra ID, and then exchanges the information into an SAP SuccessFactors user's
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realm with proper permissions.
Please note that these permissions are for our app's use, not for users. They're utilized to call Microsoft Graph APIs and
retrieve user information without user intervention. No data is stored during this process. Additionally, access to another
customer's data is not possible, as all Microsoft Entra tenants and SAP SuccessFactors instances are isolated.
5. SAP SuccessFactors Service invokes proper business APIs based on different business scenarios.
6. SAP SuccessFactors Service sends a message back to Azure AI Bot Service when a business API call is completed.
7. Azure AI Bot Service sends the message back to the Teams client.
8. In some WebView-based business scenarios, the Teams client visits the target Web content from SAP SuccessFactors
Web Service with a login session (this may require account login based on IDP con gurations).
For more information about Microsoft concepts and techniques, please review relevant Microsoft documentation.
Security Considerations
Microsoft Graph APIs are used to map users in SAP SuccessFactors and Microsoft Entra ID based on correlation ID. SAP
SuccessFactors doesn't read or store any other information about users.
SAP SuccessFactors APIs are used only for SAP SuccessFactors transactions or user interactions that happen within the
SAP SuccessFactors app. SAP SuccessFactors APIs don't read or access users' business data produced in Teams, for
example, chat messages or calendar events.
Users' SAP SuccessFactors data produced by quick action transactions isn't stored in Teams. SAP SuccessFactors data
shown in noti cation cards is stored in Teams and subject to the retention policy de ned by Teams.
Reduced Scope
Be aware of the restrictions and reduced scope before you implement the integration:
Text Replacement isn't supported.
If your organization has contingent workers, user mapping may fail when you enable the SAP SuccessFactors app for
Teams in the Admin Center.
Data Protection and Privacy (DPP) dependency on Microsoft 365: When data is purged in the SAP SuccessFactors
system, SAP SuccessFactors doesn't erase noti cations users received from the SAP SuccessFactors app in Teams.
Retention of the noti cations follows the retention policy de ned by Teams. For details, see Manage retention policies for
Microsoft Teams.
Related Information
Azure AI Bot Service documentation
Manage retention policies for Microsoft Teams

Set up service connection and grant admin consent to enable the SAP SuccessFactors app for Microsoft Teams.
Prerequisites
You've enabled basic integration between SAP SuccessFactors and Microsoft Teams.
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You have Microsoft 365 Global admin role permissions.
Context
By enabling the integration, you establish service connection between SAP SuccessFactors and Microsoft 365. Users can then
use services powered by both sides wherever integration is applied.
If you own multiple SAP SuccessFactors instances, you need to repeat steps 2 and 3 for each of the instances.
Across all data centers, the mapping between an SAP SuccessFactors instance and an Microsoft Entra tenant should be unique.
This means it won't work if you own multiple Microsoft Entra tenants but only one SAP SuccessFactors instance. In such a case,
you need to connect each of the tenants to a unique instance, separately.
Procedure
1. Go to Admin Center Work Tech Con guration Settings SAP SuccessFactors App in Teams .
2. In the Connection and Authentication area, check Service Type and view required permissions.
There are two possible values for Service Type. We set it to Global for you by default.
Global: The app is offered by SAP SuccessFactors. No extra con gurations are needed from customers.
Custom: The app is created, con gured, and managed by customers.
3. Choose Connect.
a. In the displayed dialog, choose Connect.
b. Review the permissions requested by the SAP SuccessFactors app.
The app requests these permissions:
Send a teamwork activity to any user
Read all users' full pro les
Allow the app to manage itself for all users
c. To agree to the request and grant consent, choose Accept.
 Note
This step requires Microsoft 365 Global admin role permissions. If you don't have the permissions, follow the
onscreen instructions, copying and securely sending the link to your Microsoft 365 Global admin. For security
considerations, the link expires in 30 minutes.
After your Microsoft 365 Global admin grants consent, you're supposed to refresh the page to verify the
connection is successfully established.
In case that the permissions you've granted are not sufficient for the enablement, follow the onscreen
instructions to grant all the required Microsoft Entra permissions. It can take up to 1 hour for the permissions
to take effect in both SAP SuccessFactors and Microsoft Entra ID.
4. In the User Mapping area, set User Identi er in SAP SuccessFactors and User Identi er in Azure AD and choose Save.
 Note
The identi ers are used to uniquely match a user between SAP SuccessFactors and Microsoft Entra ID. Ensure the
following for them to work properly:
Con rm that a user is allocated a unique user identi er in SAP SuccessFactors and Microsoft Entra ID,
separately.
Set the two user identi ers to exactly the same value for a user.
Consider user identi ers that are not likely to be changed often, for example, email addresses.
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Results
You've enabled the integration for using the SAP SuccessFactors app in Teams. Microsoft Graph APIs are ready for service
connection.
Next Steps
Prepare the SAP SuccessFactors app for Teams.
Related Information
Required Permissions for the SAP SuccessFactors App in Microsoft Teams
Preparing the SAP SuccessFactors App for Microsoft Teams (Legacy Experience)
Required Permissions for the SAP SuccessFactors App in

Microsoft Teams
Learn about permissions requested by the integration and Microsoft APIs called to make service requests for speci c purposes.
For real-time data synchronization and ease of maintenance, the permission type is defaulted to Application.
We opt for the Application type because it allows you, as an administrator, to consent to these permissions on behalf of users,
simplifying the authentication process with minimal disruption to user experience.
The permissions listed below are used when the SAP SuccessFactors app accesses Microsoft Graph API endpoints without
requiring a user to be logged in.
Requested Permission Purpose API Called
TeamsActivity.Send To send /users/{userID}/teamwork/installedApps?

noti cations to $filter=teamsApp/externalId eq '{appID}'
users.
We don't utilize /users/{userID}/teamwork/installedApps/{appIn
these
POST
permissions to
{BotTrafficManagerEndpoint}/v3/conversations/
trigger
installation for
everyone.
Instead, we use
it solely to
TeamsAppInstallation.ReadWriteSelfForUser.All
check whether
the user has
installed the
app or not.
Noti cations
are only sent to
users who have
installed the
app.
User.Read.All To get users' /users/{userID}

information
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Requested Permission Purpose API Called
To allow users /users?$filter={filterExpression}

to be searched
by correlation
ID.
We use this
permission to
map users
between Teams
and SAP
SuccessFactors.
The Application
type
speci cally
requires this
permission,
rather than a
basic one.
Preparing the SAP SuccessFactors App for Microsoft Teams

(Legacy Experience)
Preparing the SAP SuccessFactors app for Microsoft Teams involves con gurations done by Microsoft 365 Teams admin and
Microsoft 365 Global admin. Make sure you get permissions of these roles or contact your Microsoft 365 implementation
partners for help.
Downloading the SAP SuccessFactors App Package

Download the app package from Admin Center to prepare the SAP SuccessFactors app for connection with Microsoft
Teams.
Publishing the SAP SuccessFactors App to Microsoft Teams
Publish the SAP SuccessFactors app to Microsoft Teams, so that it's available for users from your organization's Teams
app store.
Updating the SAP SuccessFactors App
Update the SAP SuccessFactors app when there's a new version of the app package that contains the latest software
updates or when you make customizations to the app package.
Related Information
How-To Video: Set Up the SAP SuccessFactors App in Microsoft Teams
Downloading the SAP SuccessFactors App Package

Download the app package from Admin Center to prepare the SAP SuccessFactors app for connection with Microsoft Teams.
Prerequisites
You've enabled the SAP SuccessFactors app for Microsoft Teams.
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Context
This task is essential and fundamental to setting up the SAP SuccessFactors app for Teams.
Procedure
1. Go to Admin Center Work Tech Con guration Settings SAP SuccessFactors App in Teams .
2. In the App Package area, choose Download.
Results
You're all set to publish the SAP SuccessFactors app to Teams.
Next Steps
Publish the SAP SuccessFactors app to your organization's Teams app store.
Related Information
Publishing the SAP SuccessFactors App to Microsoft Teams

Publish the SAP SuccessFactors app to Microsoft Teams, so that it's available for users from your organization's Teams app
store.
Prerequisites
You have Microsoft 365 Teams admin role permissions.
You've downloaded the SAP SuccessFactors app package.
Context
You can decide how your SAP SuccessFactors app looks like in Teams by changing the app name or icon. To do so, perform step 1
or 2 accordingly. Otherwise, start from step 3.
If you owns multiple instances, you need to publish the app separately for each of the instances.
Procedure
1. (Optional) Change the app name.
a. Unzip the ZIP le.
b. In the i18n folder, open the JSON le for your target language.
For example, open messages_en_US for American English.
c. Find the elds for short name and full name and replace SAP SuccessFactors with your desired app name.
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For example, in messages_en_US, nd name.short and name.full and change the values.
d. Save your changes and compress the les to get an updated app package.
To change the app name for multiple languages, repeat step c in each language le.
2. (Optional) Change the app icon.
a. Unzip the ZIP le.
b. Name your icon les icon-color.png and icon-outline.png and replace the default ones.
For requirements on app icon speci cations, see Microsoft Teams App Icons.
c. Compress the les to get an updated app package.
3. Log in to the Microsoft Teams admin center.
4. In the left navigation menu, choose Teams Apps Manage apps .
5. In the All apps table, choose Upload new app.
6. Choose Upload.
7. Select the app package and choose Open.
Results
Users can nd the SAP SuccessFactors app in your organization's app store and install it.
Next Steps
Review permissions and grant consent to the SAP SuccessFactors app.
(Recommended) Pin the app for users to discover.
To make it easy for users to get to the app, you can pin the app to the app bar in Teams. To pin the app, create an app
setup policy and assign it to users. For more information, see Manage app setup policies in Microsoft Teams.
(Optional) Install the app for users.
To promote the use of the app, you can install the app for all users in their personal Teams environment or as a message
extension. To do so, create an app setup policy and assign it to users. For more information, see Manage app setup
policies in Microsoft Teams.
(Optional) Control access to the app.
By default, all users in your organization can access the app in your organization's app store. To restrict and control who
has permission to use the app, you can create and assign an app permission policy. For more information, see Manage
app permission policies in Microsoft Teams.
Related Information
How-To Video: Set Up the SAP SuccessFactors App in Microsoft Teams
Microsoft Teams App Icons
Manage app setup policies in Microsoft Teams
Manage app permission policies in Microsoft Teams
Updating the SAP SuccessFactors App

Update the SAP SuccessFactors app when there's a new version of the app package that contains the latest software updates
or when you make customizations to the app package.
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Prerequisites
You've downloaded the new SAP SuccessFactors app package.
Context
If you owns multiple instances, you need to update the app separately for each of the instances.
Procedure
2. In the left navigation menu, choose Teams Apps Manage apps .
3. In the All apps table, select the app name.
4. Under New version, choose Upload le.
5. Choose Select a le.
6. Select the new app package and choose Open.
Results
The SAP SuccessFactors app in your organization's app store is replaced with the new version.
Related Information
Switching to the New Experience of SAP SuccessFactors App

Installation
Switch to the new installation experience to receive updates and new features more easily.
Prerequisites
 Note
This task is mandatory if you've enabled the SAP SuccessFactors app for Microsoft Teams before February 2024.
Otherwise, you can skip it.
Context
The channel to download the SAP SuccessFactors app package is being transitioned from Admin Center Work Tech
Con guration to the Microsoft Teams app store. This change is made to reduce your administrative chores in downloading,
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publishing, and upgrading app packages every time we deliver new features, streamlining your overall enablement and
deployment experience.
The two download channels co-exist until the May 2024 release, but new features released from February onwards will only be
available in the app installed from the Teams app store. To make the most of new features, we encourage you to switch to the
new experience at your earliest convenience.
Procedure
1. Go to Admin Center Work Tech Con guration Settings SAP SuccessFactors App in Teams (Legacy) .
2. In the Connection and Authentication area, choose Disconnect.
 Note
The SAP SuccessFactors App in Teams (Legacy) tab disappears once the disconnection completes. That means the
operation can't be undone and you can't use the legacy experience anymore.
3. Go to the SAP SuccessFactors App in Teams tab and complete settings for Connection and Authentication and User
Mapping.
For detailed procedure and important notes, see steps 2 through 4 in Enabling the SAP SuccessFactors App for Microsoft
Teams.
Results
You've re-established service connection and are all set for the new installation experience.
Next Steps
Install the SAP SuccessFactors app from the Teams app store for all users in your organization.
Related Information
Installing the SAP SuccessFactors App from Microsoft Teams App Store (New Experience)
Installing the SAP SuccessFactors App from Microsoft Teams

App Store (New Experience)
Install the latest SAP SuccessFactors app from the Microsoft Teams app store for all users in your organization.
Prerequisites
You have an active Microsoft 365 group that consists of all users in your organization.
Context
 Recommendation
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To avoid app duplication and possible confusion caused, we recommend you remove the earlier app before installing the
latest one:
Unpin the earlier app from the app bar or message extension if you've pinned it before.
Delete the earlier app from your organization's app store.
The old app has an external app ID, which you can use to differentiate it from the latest app. The latest app doesn't
has an external ID but has the following app ID:
b686b51f-7fd4-4c11-913b-f92025bd22ea
Procedure
2. In the left navigation menu, choose Teams Apps Setup policies .
3. In the Manage policies tab, choose Add.
a. Specify a name for the setup policy.
b. In the Installed apps section, choose Add apps, search for SAP SuccessFactors, and add it to the app list.
c. (Recommended) In the Pinned apps section, choose Add apps, search for SAP SuccessFactors, and add it to the
list of App bar.
d. Choose Save.
4. In the Group policy assignment tab, choose Add.
a. Select your Microsoft 365 group.
b. Select the setup policy you just created.
c. Choose Apply.
Results
You've installed the SAP SuccessFactors app for all users in your organization.
Next Steps
(Recommended) Create an app permission policy and allow the SAP SuccessFactors app so that users can install or upgrade
the app on their own. For more information, see Use app permission policies to control user access to apps.
Related Information
Video: Overview of Features Available in the SAP SuccessFactors App
Assign policies to users and groups
Use app setup policies to pin and auto install apps for users
Use app permission policies to control user access to apps
Home Page of the SAP SuccessFactors App in Microsoft Teams

Learn about the home page of the SAP SuccessFactors app in Microsoft Teams.
Users are offered a one-stop home page in the SAP SuccessFactors app that has been installed from the Teams app store.
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There's a Home tab in the bot chat with the SAP SuccessFactors app. It consists of three parts:
Users' personal information: includes the display name, cost center, HR contact, and current employments if users have
multiple active employments. Users can switch between their employments to access home pages for different pro les.
To-Do section: consolidates reminders about users' pending to-do tasks, including pending approvals, learning
assignments, performance reviews, and 360 evaluations. With this view, users don't need to browse the chat history to
nd uncompleted tasks.
Quick Actions section: collects available quick actions so that users can quickly initiate an HR transaction.
When navigating to the Home tab, users might be asked to log in to their SAP SuccessFactors account in Teams. The experience
is consistent with your current SAP SuccessFactors authentication process in a web browser. The frequency at which users are
asked to log in depends on their current IDP session timeout period.
Related Information
SAP SuccessFactors Quick Actions in Microsoft Teams
SAP SuccessFactors Noti cation Cards in Microsoft Teams
Video: Home Page of the SAP SuccessFactors App in Microsoft Teams
Commands Supported for the SAP SuccessFactors App in

Microsoft Teams
Learn about commands users can send to the bot chat with the SAP SuccessFactors app in Microsoft Teams to complete
certain tasks.
Users can use commands to interact with the SAP SuccessFactors app that has been installed from the Teams app store.
The commands are case-insensitive and don't yet support internationalization, so only commands sent in English will get
response. There are two types of the commands:
General commands such as hi, hello, or help to get the list of available quick actions and help information
Commands for triggering speci c SAP SuccessFactors quick actions to initiate or respond to associated HR tasks
Here's a list of supported commands but what is available to users depends on the settings con gured in the Admin
Center.
manage my team
manage my data
request feedback
give feedback
clock my time
view my pay statement
create activity
recognize
The following commands are supported only when Employee Central Quick Actions are properly con gured. These
commands are expected to work seamlessly unless you customize the task names in the Admin Center. In such cases,
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users must use the customized task names, visible in the Manage My Data View list, as the commands to trigger
the corresponding tasks.
view addresses
view cost center
view email addresses
view emergency contacts
view job
view job relationships
view legal name
view location
view marital status
view phone numbers
Global Assignment and Concurrent Employment (GA/CE) are supported for commands. When users send a command, they will
be asked to choose an employment if they have multiple active employments.
Related Information

In Microsoft Teams, users can send commands to the bot chat with the SAP SuccessFactors app to trigger certain quick actions.
Quick actions allow users to quickly navigate to and complete an HR task inside Teams.
Global Assignment and Concurrent Employment (GA/CE) are supported for quick actions. When users choose a quick action,
they will be asked to choose an employment if multiple active employments exist for themselves or for the target user.
Using quick actions in Teams respects the same rules for using quick actions on the home page. Data produced in Teams is
synchronized to users' SAP SuccessFactors system in real time.
Continuous Performance Management Quick Actions in the SAP SuccessFactors App

Learn about Continuous Performance Management quick actions available through the SAP SuccessFactors app in
Microsoft Teams.
Time Tracking Quick Actions in the SAP SuccessFactors App
Learn about Time Tracking quick actions available through the SAP SuccessFactors app in Microsoft Teams.
Employee Central Quick Actions in the SAP SuccessFactors App
Learn about employee self-service (ESS) and manager self-service (MSS) quick actions available through the SAP
SuccessFactors app in Microsoft Teams.
Employee Central Payroll Quick Actions in the SAP SuccessFactors App
Learn about Employee Central Payroll quick actions available through the SAP SuccessFactors app in Microsoft Teams.
Compensation Quick Actions in the SAP SuccessFactors App
Learn about Compensation quick actions available through the SAP SuccessFactors app in Microsoft Teams.
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Related Information
Cards and Quick Actions on the Home Page
Continuous Performance Management Quick Actions in the SAP

SuccessFactors App
Learn about Continuous Performance Management quick actions available through the SAP SuccessFactors app in Microsoft
Teams.
General Requirements
You have a Performance & Goals license.
Continuous Performance Management is enabled.
Users have the User Permissions Continuous Performance User Permission Access to Continuous Performance
Management permission.
Users have the User Permissions General User Permission User Search permission and are included in the target
population. The defaultLocale eld must be con gured in the user API.
Users must not have the Administrator Permissions Manage User Employee Export permission. If users have this
permission, they must be included in the target population.
Quick Actions
Name Description Prerequisites
Request Feedback Allows users to send feedback The Continuous Feedback feature is enabled.
requests directly from Teams.
Request Feedback is enabled in Admin Center Manage
Home Page Quick Actions .
Users have the User Permissions Continuous Performance

User Permission Give Continuous Feedback permission.
Give Feedback Allows users to provide feedback The Continuous Feedback feature is enabled.
for others directly from Teams.
Give Feedback is enabled in Admin Center Manage Home
Page Quick Actions .
Users have the User Permissions Continuous Performance

User Permission Request feedback from others permission.
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Create Activity Allows users to create activities Create Activity is enabled in Admin Center Manage Home
and link them to relevant Page Quick Actions .
performance or development goals.
To link activities to performance or development goals: you've
enabled the latest Goal Management or Development Goals.
Users have these permissions:
Permission to view and edit the item Activity under

User Permissions Continuous Performance
Management
Permission to view and edit the item Achievement under

User Permissions Continuous Performance
Management
To link activities to performance goals: User

Permissions Goals Goal Management Access
To link activities to development goals: User

Permissions Career Development Planning Career
Development Plan (CDP) Access Permission
Important Notes
Create Activity doesn't support multiple roles. Activities created in Teams only appear in a user's channel with their line
manager.
When using Create Activity, users might be asked to log in to their SAP SuccessFactors account in Teams.
The experience is consistent with your current SAP SuccessFactors authentication process in a web browser. The
frequency at which users are asked to log in depends on their current IDP session timeout period.
Related Information
How-To Video: Request and Give Feedback in Microsoft Teams
How-To Video: Create Activity in Microsoft Teams
Enabling Continuous Performance Management from the Admin Center
Con guring Continuous Feedback
Time Tracking Quick Actions in the SAP SuccessFactors App

Learn about Time Tracking quick actions available through the SAP SuccessFactors app in Microsoft Teams.
Prerequisites
You have a Time Tracking license.
Clock My Time is enabled in Admin Center Manage Home Page Quick Actions .
Users have the following permissions:
User Permissions Clock In Clock Out Access Clock Time
User Permissions Clock In Clock Out View Time Events
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Quick Actions
Name Description
Clock My Time Allows users to clock in and clock out and record time events directly from Teams.
Displays a maximum of 6 most recent time events and the corresponding time points.
Takes users to their SAP SuccessFactors system to view timesheet details.
Related Information
How-To Video: Clock My Time in Microsoft Teams
Time Tracking on the Home Page
Clock In Clock Out in SAP SuccessFactors Time Tracking
Accessing Manage Clock In Clock Out from the Home Page
Employee Central Quick Actions in the SAP SuccessFactors App

Learn about employee self-service (ESS) and manager self-service (MSS) quick actions available through the SAP
SuccessFactors app in Microsoft Teams.
You have an Employee Central license.
Quick Actions
Manage My Team (for Displays a list of users' direct reports. Manage My Team is enabled in Admin Center
managers) Manage Home Page Quick Actions .
Displays tasks available for a chosen user.
Allows users to view and change data for their team

members.
Manage My Data Displays available tasks. Manage My Data is enabled in Admin Center
Manage Home Page Quick Actions .
Allows users to view and change some of their own
data.
Important Notes
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With the quick actions, users can complete certain tasks that are de ned based on templates for ESS and MSS
transactions. For more information about the templates and how to con gure them, see Employee Central Quick
Actions.
Whether a task is available to users and whether it's located in Manage My Team or Manage My Data depend on the
settings con gured in the Admin Center.
Tasks in Manage My Team don't include those under Manage My Team Actions Other Actions accessed through
the SAP SuccessFactors home page.
For the tasks that allow edits to user data, users might be asked to log in to their SAP SuccessFactors account in Teams.
The experience is consistent with your current SAP SuccessFactors authentication process in a web browser. The
frequency at which users are asked to log in depends on their current IDP session timeout period.
If you've con gured an approval work ow for a task of the "change" type in Admin Center, approvers will receive approval
cards in Teams once approval requests are triggered.
Related Information
How-To Video: Use Employee and Manager Self-Service in Microsoft Teams
Employee Central Quick Actions
Employee Central Payroll Quick Actions in the SAP

SuccessFactors App
Learn about Employee Central Payroll quick actions available through the SAP SuccessFactors app in Microsoft Teams.
Prerequisites
You have an Employee Central Payroll license.
Pay Statement (direct) integration is enabled in your Employee Central instance.
Synchronization Support Package EA-HR SP86 or above is installed in your Employee Central Payroll system.
View My Pay Statement is enabled in Admin Center Manage Home Page Quick Actions .
Quick Actions
Name Description
View My Pay Statement Displays users' basic payroll information such as payout amount, gross amount, and pay
date.
Takes users to their SAP SuccessFactors system to view pay statement details and pay
history.
Related Information
How-To Video: View My Pay Statement in Microsoft Teams
5/2/2024
Compensation Quick Actions in the SAP SuccessFactors App

Learn about Compensation quick actions available through the SAP SuccessFactors app in Microsoft Teams.
Prerequisites
You have a Compensation license.
Reward and Recognition is enabled.
Recognize is enabled in Admin Center Manage Home Page Quick Actions .
Users have proper permissions based on their roles and spot award program types. For more information, see
Permissions for Different Roles in Reward and Recognition and Spot Award Permissions.
Quick Actions
Name Description
Recognize Allows users to recognize someone with a spot award directly from Teams.
Related Information
Permissions for Different Roles in Reward and Recognition
Spot Award Permissions
SAP SuccessFactors Noti cation Cards in Microsoft Teams

In Microsoft Teams, the SAP SuccessFactors app sends noti cation cards to its bot chat to remind users of their HR tasks to be
completed.
Noti cation cards have the following capabilities:
Display general information about an HR task.
Allow users to complete the task inside Teams.
Take users to their SAP SuccessFactors system.
Sending noti cation cards to Teams respects the same rules for generating cards on the home page, except for Recruiting
noti cation cards. Data produced in Teams is synchronized to users' SAP SuccessFactors system in real time.
Global Assignment and Concurrent Employment (GA/CE) are supported for noti cation cards. For users who have multiple
active employments, they receive noti cations for all their employments in the bot chat with the SAP SuccessFactors app.
If users receive a card in Teams and later on they respond to the task elsewhere, such as SAP SuccessFactors system and SAP
Build Work Zone (if applicable), the card is refreshed with a message saying "This task has been done."
5/2/2024
Learning Noti cation Cards in the SAP SuccessFactors App
Learn about Learning noti cation cards users can receive in Microsoft Teams.
Continuous Performance Management Noti cation Cards in the SAP SuccessFactors App
Learn about Continuous Performance Management noti cation cards users can receive in Microsoft Teams.
360 Reviews Noti cation Cards in the SAP SuccessFactors App
Learn about 360 Reviews noti cation cards users can receive in Microsoft Teams.
Performance Management Noti cation Cards in the SAP SuccessFactors App
Learn about Performance Management noti cation cards users can receive in Microsoft Teams.
Recruiting Noti cation Cards in the SAP SuccessFactors App
Learn about Recruiting noti cation cards users can receive in Microsoft Teams.
Employee Central Work ows Noti cation Cards in the SAP SuccessFactors App
Learn about Employee Central Work ows noti cation cards users can receive in Microsoft Teams.
Time Management Noti cation Cards in the SAP SuccessFactors App
Learn about Time Management noti cation cards users can receive in Microsoft Teams.
Compensation Noti cation Cards in the SAP SuccessFactors App
Learn about Compensation noti cation cards users can receive in Microsoft Teams.
Related Information
Cards and Quick Actions on the Home Page
Learning Noti cation Cards in the SAP SuccessFactors App

Learn about Learning noti cation cards users can receive in Microsoft Teams.
You have a Learning license.
Learning is enabled.
Cards
Name Description When Received Prerequisites
Learning Assignment Displays basic information about a learning Users have a learning The upgrade Learning Assignment
assignment. assignment due in the Tasks on the Latest Home Page is
next 30 days. completed in Upgrade Center.
Allows users to view more details about the
learning assignment inside Teams.
5/2/2024
<learning approval Displays basic information about a learning Someone requests a The upgrade Learning Approvals
type> assignment approval. learning assignment on the Latest Home Page is
review from completed in Upgrade Center.
Allows approvers to view more details about an
approvers.
approval request and approve or decline it (with
comments) inside Teams.
Takes approvers to the SAP SuccessFactors

system to check details.
Important Notes
Depending on your con guration, <learning approval type> can be any of the following: Completion Veri cation, E-
Signature, External Training, Internal Class, Internal Training, or User Account Request.
A card is actually a snapshot showing information about the learning assignment when it was generated. In this case,
cards received in Teams won't be updated even if the learning assignment information has changed in the SAP
SuccessFactors system.
Related Information
Continuous Performance Management Noti cation Cards in the

SAP SuccessFactors App
Learn about Continuous Performance Management noti cation cards users can receive in Microsoft Teams.
Prerequisites
Continuous Performance Management is enabled.
Cards
Feedback Request Displays the feedback requestor and feedback topic. Someone sends a The Continuous
feedback request to Feedback feature is
Allows users to give feedback inside Teams.
users. enabled.
5/2/2024
New Feedback Displays the feedback provider and feedabck topic. Someone provides
feedback for users.
Allows users to view more details about the feedback
inside Teams.
Takes users to their SAP SuccessFactors system to

check feedback details.
Activities Displays basic information about an activity that has A manager adds
been recently updated. comments to one of the
users' activities.
Related Information
360 Reviews Noti cation Cards in the SAP SuccessFactors App

Learn about 360 Reviews noti cation cards users can receive in Microsoft Teams.
360 Reviews is enabled.
Cards
Complete 360 Displays basic information about a Users are added as a rater on a 360 Complete 360 Evaluation is enabled
Evaluation (for 360 evaluation users need to Reviews form for someone else and in Admin Center Manage Home
others) complete for others. the form is now in the users' inbox. Page Card Settings .
Takes users to their SAP

SuccessFactors system to complete
the 360 Reviews form.
Complete Your Displays basic information about a Users are the subject of a 360 Complete Your 360 Evaluation is
360 Evaluation 360 evaluation users need to Reviews form that is in the Modify, enabled in Admin Center
(self-review) complete for themselves. Evaluation, or Signature stage (and Manage Home Page Card
the form can be found in users' Settings .
Takes users to their SAP
inbox).
SuccessFactors system to complete
the 360 Reviews form.
Related Information
5/2/2024
Performance Management Noti cation Cards in the SAP

SuccessFactors App
Learn about Performance Management noti cation cards users can receive in Microsoft Teams.
Prerequisites
Performance Management is enabled.
Cards
Review Employee Displays basic information about A performance review form is Review Employee Performance is
Performance (for performance reviews users need to added to the users' form enabled in Admin Center Manage
others) complete for their team. inbox. Home Page Card Settings .
Takes users to their SAP SuccessFactors

system to complete the performance
review form.
Review Your Displays basic information about A performance review form is Review Your Performance is enabled in
Performance performance reviews users need to added to the users' form Admin Center Manage Home Page
(self-review) complete for themselves. inbox. Card Settings .

system to complete the performance
review form.
Related Information
Recruiting Noti cation Cards in the SAP SuccessFactors App

Learn about Recruiting noti cation cards users can receive in Microsoft Teams.
You have a Recruiting license.
5/2/2024
Cards
Job Offer Displays basic information about a job offer. Users are added as
(approval) an approver and a
job offer is sent for
system to view more details about the offer
approval.
and decide to approve or decline it.
Job Requisition Displays basic information about a pending Users are added as
(approval) job requisition. an approver and a
job requisition is
sent for approval.
system to view more details about the
requisition and decide to approve or decline
it.
Job Application (for Displays basic information about a job Users apply for a Users have the User Permissions
internal candidates) application users have applied to recently job. Recruiting Permissions Careers Tab
or that users have applied to and have Permission permission.
The status for the
changed.
application changes.
system to view more details about the
application and the list of all their
applications.
Applicant Displays basic information about the 24 hours before a

Information applicant. scheduled interview
starts.
Allows the interviewer to generate interview
questions using AI.
Takes the interviewer to SAP

SuccessFactors Interview Central to view
the applicant's pro le.
5/2/2024
Interview Displays basic information about the 24 hours before a You've selected the following
Evaluation applicant. scheduled interview options in Admin Center
starts. Manage Recruiting Settings
Allows the interviewer to preview skills and
Interview Settings Interviews in
competencies they can use to evaluate the
Microsoft Teams SAP
applicant.
SuccessFactors App :
Allows the interviewer to rate the applicant
Enable Interview Alerts in
and give additional feedback inside Teams.
Microsoft Teams
Takes the interviewer to SAP
Enable Interview
SuccessFactors Interview Central to
Assessment in Microsoft
complete the evaluation.
Teams
For users to use the Generate

Interview Questions Using AI feature
(which only impacts availability of
the Generate Interview Questions
Using AI button on cards):
You've purchased the SAP

AI Units license. For more
information about the
license, contact your
Account Executive.
You've enabled Assisted

Interview Questions in
Admin Center AI
Services Administration .
Users have the User

Permissions AI Access
Assisted Interview
Questions permission.
Important Notes
Interview questions are generated using a language speci ed in the language settings of your SAP SuccessFactors
system.
The Generative AI feature is available only in some of the data centers. For details, see SAP Note 3391334 .
Related Information
Employee Central Work ows Noti cation Cards in the SAP

SuccessFactors App
Learn about Employee Central Work ows noti cation cards users can receive in Microsoft Teams.
Prerequisites

5/2/2024
Work ows is enabled.
Cards
Name Description When Received
<Employee Central Displays basic information about a work ow request Approvers have a work ow request for a pending
work ow approval type> for a pending Employee Central object. Employee Central object to approve.
Allows approvers to approve or reject a request A request is sent back by an approver in the
inside Teams. work ow.
Important Notes
Depending on your con guration, <Employee Central work ow approval type> can be any of the Employee Central work ows
listed in Supported Work ows (except for the last two rows for MDF objects and Foundations objects).
Related Information
Supported Work ows
Time Management Noti cation Cards in the SAP SuccessFactors

App
Learn about Time Management noti cation cards users can receive in Microsoft Teams.
Prerequisites
Time Off is enabled.
Time for a break? is enabled in Admin Center Manage Home Page Card Settings .
Cards
5/2/2024
Time for a break? Displays how long it is since user's last Users receive the card when the following criteria are met:
vacation. It has been more than 30 days since user's last absence
(counting from the end-date of the last absence, excluding
sickness).
system to request time off.
User doesn't have any planned absence in the next 60 days
(excluding sickness).
No absence has been created within the last 10 days.
There's a balance on at least 1 of the time accounts linked

to the main absence time type (as de ned on user's time
pro le).
Related Information
Compensation Noti cation Cards in the SAP SuccessFactors

App
Learn about Compensation noti cation cards users can receive in Microsoft Teams.
You have a Compensation license.
Cards
Compensation Displays basic information about Compensation statement has You have the Administrator
Statement compensation statement. been generated and Permissions Manage
noti cation is triggered. Compensation and Varpay
Send Personal Statement and
system to view their compensation
Bonus Plan Noti cations
letter.
permission.
Users have the permission to

view the item Compensation
Statement under User
Permissions Employee Data
Employee Pro le .
5/2/2024
Create Spot Displays basic information about a spot Someone requests a spot Reward and Recognition is
Award (approval) award pending approval. award review from enabled.
approvers.
Allows approvers to approve or decline Awards is enabled in Admin
(with comments) a spot award inside Center Manage Home Page
Teams. Card Settings .
Takes approvers to the SAP Users have proper permissions

SuccessFactors system to review more based on their roles and spot
details about a spot award. award program types. For more
information, see Permissions for
Congratulations! Display basic information about a spot The spot award is in an Different Roles in Reward and
You received an award users received. approved state. (Awards Recognition and Spot Award
award: <award without an approval work ow Permissions in the Related
program type> are auto-approved). Information section.
system to check details.
Related Information
Permissions for Different Roles in Reward and Recognition
Spot Award Permissions
Business Data Sources

Learn about sources of business data that is displayed in SAP SuccessFactors quick actions and noti cation cards in Microsoft
Teams.
This table lists business data that comes from SAP SuccessFactors module APIs.
Type Scenario Business Data
Quick actions Request feedback Default questions
Give feedback
View my pay statement Card title
Payment data
Clock my time Card title
Time event records
Time event types
Manage my team Card title
Manage my data Transaction types
Transaction data
Action button
Create activity Activity status list
Goal names
5/2/2024
Type Scenario Business Data
Recognize Card title
Field values
Award amount
Noti cation cards Learning assignments Card title
Assignment elds, such as Course Title,

Learning assignment approvals
Type, and others
Feedback requests Card title
New feedback
Continuous Performance Management activities Card title
Activity elds, such as activity name,

commenter, and others
360 evaluation Card title
Form name
Performance review Current review stage
Form owner
Applicant information All information
Interview evaluation Card title
Applicant information
Applied position
Skill and competency name
Action button
Employee Central work ow approvals All information except the View More button and the
Approval Pending label
Compensation statement All information
Time for a break All information
Job applications All information
Job offer approvals All information except the Approval Pending label
Job requisition approvals All information except the Approval Pending label
Spot award approvals All information except the Approval Pending label
and action buttons
Spot award congratulations All information except the View More button and
details expanded
Creating an OAuth Con guration for Connection with Microsoft

365
Create an OAuth con guration for connection between the SAP SuccessFactors system and Microsoft 365.
5/2/2024
Prerequisites
You've created an Microsoft Entra application and created a client secret for it.
You have the permissions required for creating OAuth con gurations. For more information, see Creating OAuth
Con gurations.
Context
An OAuth con guration is required for these two types of integration:
Microsoft Teams online meetings for SAP SuccessFactors processes
Microsoft Outlook and Teams online meetings for SAP SuccessFactors processes
Procedure
1. Go to the Microsoft Entra admin center, and choose App registrations Endpoints .
Make sure that you use the correct endpoint. For more information, see Microsoft Entra ID endpoint .
2. In the endpoint list, con rm that the UUID in the rst URL is your tenant ID, and copy the URL.
3. Go to Admin Center Security Center , and choose OAuth Con gurations.
4. Choose Add. In the OAuth 2.0 Settings area, set required elds and other elds to speci c values as follows:
Field Value
Label Microsoft
OAuth Type OAuth 2.0
Grant Type Client_Credentials
Client ID Application (client) ID of the Microsoft Entra application you've created
Client Secret Client secret of the Microsoft Entra application you've created
Token URL The URL you copied from the Microsoft Entra admin center (in step 2)
5. Choose Save.
Results
You've created an OAuth con guration that will show as an option in the Custom App dropdown when you enable online
meetings for SAP SuccessFactors processes.
Related Information
Creating OAuth Con gurations
Microsoft Entra ID endpoint
5/2/2024
Enabling Microsoft Teams Online Meetings for SAP

SuccessFactors Processes
Set up custom service connection to enable Microsoft Teams online meetings for SAP SuccessFactors processes, such as
interview scheduling using Teams online meetings.
Prerequisites
You've created an OAuth con guration in Admin Center Security Center .
Context
By enabling the integration, you establish service connection between SAP SuccessFactors processes and Microsoft Teams.
Currently, users can schedule interviews using Teams online meetings.
Procedure
1. Go to Admin Center Work Tech Con guration Settings Teams for Online Meetings .
2. In the Connection and Authentication area, check Service Type.
There are two possible values for Service Type. Currently, we provide the Custom service type for you.
3. In the Custom App dropdown, choose the OAuth con guration you want to use.
To edit or create another OAuth con guration, choose Security Center and follow the instructions in Creating an OAuth
Con guration for Connection with Microsoft 365.
4. View required permissions, check Tenant ID, and choose Connect.
5. In the Service Account area, set Service Account and choose Save.
A service account is a normal Microsoft Exchange account. All interaction with Microsoft Exchange Online is done
through this account. The service account creates, sends, updates, or deletes meeting requests for any users and
resources to be included in an online meeting, such as an interview process. The service account should be in email
format.
Results
You've enabled the integration for SAP SuccessFactors processes that use Teams online meetings.
Next Steps
For users to schedule interviews using Teams online meetings, you also need to complete con gurations by following the
instructions in Microsoft Teams Integration for Interview Scheduling.
Related Information
Creating an OAuth Con guration for Connection with Microsoft 365
5/2/2024
Required Permissions for Microsoft Teams Online Meetings
Microsoft Teams Integration for Interview Scheduling
Required Permissions for Microsoft Teams Online Meetings

Learn about permissions required by SAP SuccessFactors processes that use Microsoft Teams online meetings and Microsoft
APIs called to make service requests for speci c purposes.
Required Permission Purpose API Called
OnlineMeetings.Read.All To fetch PATCH https://graph.microsoft.com/v1.0/{Service account object

calendar ID}/onlineMeetings/{Meeting ID}
availability
and user
acceptance
of an online
meeting
OnlineMeetings.ReadWrite.All To send POST https://graph.microsoft.com/v1.0/{Service account obje

meeting ID}/onlineMeetings
information
such as PATCH https://graph.microsoft.com/v1.0/{Service account obj
meeting link, ID}/onlineMeetings/{Meeting ID}
ID, and
passcode to
candidates,
interviewers,
and
organizers
OnlineMeetingArtifact.Read.All To fetch GET https://graph.microsoft.com/v1.0/{Service account object

meeting ID}/onlineMeetings/{Meeting ID}/attendanceReports
information
such as
meeting link,
ID, and
passcode to
candidates,
interviewers,
and
organizers
5/2/2024
Required Permission Purpose API Called
User.Read.All To get GET https://graph.microsoft.com/v1.0/users/{Object ID}

details
about user
information
to get the
Object ID for
each
attendee
during
meeting
creation
Calendars.Read To fetch GET https://graph.microsoft.com/v1.0/{Service Account Email ID}/e

calendar $select=subject,body,bodyPreview,organizer,attendees,start,end,lo
availability
and user
acceptance
of an online
meeting
Calendars.ReadWrite Block a slot POST https://graph.microsoft.com/v1.0/{Service Account Emai

on the
Teams app PATCH https://graph.microsoft.com/v1.0/{Service Account Ema
calendar for ID}/events/{Meeting ID}
interviewers
and
organizers
Creating an OAuth Con guration for Connection with Microsoft

365
Create an OAuth con guration for connection between the SAP SuccessFactors system and Microsoft 365.
Prerequisites
You've created an Microsoft Entra application and created a client secret for it.
You have the permissions required for creating OAuth con gurations. For more information, see Creating OAuth
Con gurations.
Context
An OAuth con guration is required for these two types of integration:
Microsoft Teams online meetings for SAP SuccessFactors processes
Microsoft Outlook and Teams online meetings for SAP SuccessFactors processes
Procedure
5/2/2024
1. Go to the Microsoft Entra admin center, and choose App registrations Endpoints .
Make sure that you use the correct endpoint. For more information, see Microsoft Entra ID endpoint .
2. In the endpoint list, con rm that the UUID in the rst URL is your tenant ID, and copy the URL.
3. Go to Admin Center Security Center , and choose OAuth Con gurations.
4. Choose Add. In the OAuth 2.0 Settings area, set required elds and other elds to speci c values as follows:
Field Value
Label Microsoft
OAuth Type OAuth 2.0
Grant Type Client_Credentials
Client ID Application (client) ID of the Microsoft Entra application you've created
Client Secret Client secret of the Microsoft Entra application you've created
Token URL The URL you copied from the Microsoft Entra admin center (in step 2)
5. Choose Save.
Results
You've created an OAuth con guration that will show as an option in the Custom App dropdown when you enable online
meetings for SAP SuccessFactors processes.
Related Information
Creating OAuth Con gurations
Microsoft Entra ID endpoint
Enabling Microsoft Outlook and Teams Online Meetings for SAP

SuccessFactors Processes
Set up custom service connection and grant admin consent to enable both Microsoft Outlook and Teams online meetings for
SAP SuccessFactors processes, such as interview scheduling using Outlook and Teams online meetings.
Prerequisites
You've created an OAuth con guration in Admin Center Security Center .
Context
By enabling the integration, you establish service connection between SAP SuccessFactors processes and Microsoft Outlook
and Microsoft Teams. Currently, users can schedule interviews using both Outlook and Teams online meetings.
5/2/2024
Procedure
1. Go to Admin Center Work Tech Con guration Settings Outlook and Teams for Online Meetings .
2. In the Connection and Authentication area, check Service Type.
There are two possible values for Service Type. Currently, we provide the Custom service type for you.
3. In the Custom App dropdown, choose the OAuth con guration you want to use.
To edit or create another OAuth con guration, choose Security Center and follow the instructions in Creating an OAuth
Con guration for Connection with Microsoft 365.
4. View required permissions, check Tenant ID, and choose Connect.
5. In the Service Account area, set Service Account and choose Save.
A service account is a normal Microsoft Exchange account. All interaction with Microsoft Exchange Online is done
through this account. The service account creates, sends, updates, or deletes meeting requests for any users and
resources to be included in an online meeting, such as an interview process. The service account should be in email
format.
Results
You've enabled the integration for SAP SuccessFactors processes that use both Outlook and Teams online meetings.
Next Steps
For users to schedule interviews using Outlook and Teams online meetings, you also need to complete con gurations by
following the instructions in Microsoft Outlook Integration for Interview Scheduling and Microsoft Teams Integration for
Interview Scheduling.
Related Information
Creating an OAuth Con guration for Connection with Microsoft 365
Required Permissions for Microsoft Outlook and Teams Online Meetings
Microsoft Outlook Integration for Interview Scheduling
Microsoft Teams Integration for Interview Scheduling
Required Permissions for Microsoft Outlook and Teams Online

Meetings
Learn about permissions required by SAP SuccessFactors processes that use Microsoft Outlook and Teams online meetings and
Microsoft APIs called to make service requests for speci c purposes.
5/2/2024
Required Purpose API Called

Permission
Calendars.Read To fetch GET https://graph.microsoft.com/v1.0/{Service Account Email ID}/events/{

calendar $select=subject,body,bodyPreview,organizer,attendees,start,end,location,
availability
and user
acceptance
of an online
meeting
Calendars.ReadWrite To block a POST https://graph.microsoft.com/v1.0/{Service Account Email ID}/e

slot on the
Teams app PATCH https://graph.microsoft.com/v1.0/{Service Account Email
calendar for ID}/events/{Meeting ID}
interviewers
and
organizers
Mail.ReadWrite To create an POST https://graph.microsoft.com/v1.0/users/{id |

upload userPrincipalName}/events/{id}/attachments/createUploadSession
session to
attach
documents
to calendar
events if
the size of
the
document
is greater
than 3 MB
Mail.Send To forward POST https://graph.microsoft.com/v1.0/users/{id |

an event userPrincipalName}/messages/{id}/forward
message
using JSON
format or
MIME
content
Change History
Learn about changes to the documentation for Integrating SAP SuccessFactors with Microsoft 365 in recent releases.
1H 2024
Type of Change Description More Info
New Users are now offered a home page of the Home Page of the SAP SuccessFactors App
SAP SuccessFactors app in Teams. in Microsoft Teams
New Users can now use the Recognize quick Compensation Quick Actions in the SAP
action in Teams. SuccessFactors App
5/2/2024
Added Users can now receive noti cation cards Compensation Noti cation Cards in the
related to spot awards in Teams. SAP SuccessFactors App
Added We added business data for newly released Business Data Sources
quick actions and noti cation cards.
Changed We updated the supported command list. Commands Supported for the SAP
SuccessFactors App in Microsoft Teams
Added We clari ed the use of permissions in step SAP SuccessFactors App for Microsoft
4. Teams
Added We explained why the permission type Required Permissions for the SAP
Application is defaulted. SuccessFactors App in Microsoft Teams
Required Permissions for Microsoft Teams

Online Meetings
Required Permissions for Microsoft Outlook

and Teams Online Meetings
Changed We added a note about the Employee Central Quick Actions in the SAP
unsupported tasks of Manage My SuccessFactors App
Team in Teams.
We removed an item that's no longer

needed from the Prerequisites
section.
Changed We separated general requirements and Continuous Performance Management

speci c prerequisites for using a quick Quick Actions in the SAP SuccessFactors
action or receiving a noti cation card. App
Employee Central Quick Actions in the SAP

SuccessFactors App
Learning Noti cation Cards in the SAP

SuccessFactors App
Continuous Performance Management

Noti cation Cards in the SAP
SuccessFactors App
360 Reviews Noti cation Cards in the SAP

SuccessFactors App
Performance Management Noti cation

Cards in the SAP SuccessFactors App
Recruiting Noti cation Cards in the SAP

SuccessFactors App
Compensation Noti cation Cards in the

2H 2023
March 15, 2024
5/2/2024
Changed We moved the Reduced Scope section from SAP SuccessFactors App for Microsoft
the guide landing page to the new Teams
destination.
Added We added a note to remind you to Enabling the SAP SuccessFactors App for
refresh the con guration page to Microsoft Teams
verify the connection status.
We updated the description about

data centers in the Context section.
Added We added a reference video of features Installing the SAP SuccessFactors App from
available in the SAP SuccessFactors app. Microsoft Teams App Store (New
Experience)
Changed We updated the description of the User SAP SuccessFactors Quick Actions in
Search permission in all topics for quick Microsoft Teams
actions and noti cation cards.
SAP SuccessFactors Noti cation Cards in
Microsoft Teams
Changed We updated the prerequisite for using the Recruiting Noti cation Cards in the SAP
Generate Interview Questions Using AI SuccessFactors App
feature.
February 16, 2024
New You can now switch to the new experience of Switching to the New Experience of SAP
SAP SuccessFactors app installation. SuccessFactors App Installation
New You can now install the SAP SuccessFactors Installing the SAP SuccessFactors App from
app from the Microsoft Teams app store. Microsoft Teams App Store (New
Experience)
New Users can now use commands to interact Commands Supported for the SAP
with the SAP SuccessFactors app in SuccessFactors App in Microsoft Teams
Microsoft Teams.
New Users can now receive more SAP Time Management Noti cation Cards in the
SuccessFactors noti cations cards in SAP SuccessFactors App
Microsoft Teams.
Compensation Noti cation Cards in the

SuccessFactors App
Added We added a row for the Create Activity Continuous Performance Management
quick action and important notes about it. Quick Actions in the SAP SuccessFactors
App
Added We added descriptions about GA/CE and SAP SuccessFactors Noti cation Cards in
card refresh logic. Microsoft Teams
Changed We updated the content and added a SAP SuccessFactors App for Microsoft
reference link. Teams
Added We added business data for newly released Business Data Sources
quick actions and noti cation cards.
December 8, 2023
Changed We speci ed the name of the required Required Permissions for the SAP
permissions. SuccessFactors App in Microsoft Teams
5/2/2024
New We added a technical diagram to explain SAP SuccessFactors App for Microsoft
how connection and communication take Teams
place between SAP SuccessFactors and
Microsoft 365.
Changed We added more details to values used for Creating an OAuth Con guration for
elds Client ID and Client Secret. Connection with Microsoft 365
Changed We added a note about data centers that Recruiting Noti cation Cards in the SAP
support the Generative AI feature. SuccessFactors App
Changed We removed the paragraph about how Business Data Sources

communication works between SAP
SuccessFactors and Microsoft 365 because
that is described in detail in SAP
SuccessFactors App for Microsoft Teams.
Changed We updated terms related to Azure AD to

Microsoft Entra ID, according to Microsoft's
renaming announcement.
Added We added two prerequisites: Continuous Performance Management

Users have the User Permissions Quick Actions in the SAP SuccessFactors
General User Permission User App
Search permission and are
Time Tracking Quick Actions in the SAP
included in the target population.
SuccessFactors App
Users must not have the
Administrator Permissions
SuccessFactors App
Manage User Employee Export
permission. Employee Central Payroll Quick Actions in
the SAP SuccessFactors App
If users have this permission, they
must be included in the target Learning Noti cation Cards in the SAP
population. SuccessFactors App

SuccessFactors App

SuccessFactors App


SuccessFactors App
Employee Central Work ows Noti cation

November 17, 2023
Changed We added a note about the language of Recruiting Noti cation Cards in the SAP
generated interview questions. SuccessFactors App
October 13, 2023
New You can now create an OAuth con guration Creating an OAuth Con guration for
for service connection with Microsoft 365. Connection with Microsoft 365
5/2/2024
New You can now enable Microsoft Teams online Enabling Microsoft Teams Online Meetings
meetings for SAP SuccessFactors for SAP SuccessFactors Processes
processes.
New You can now grant permissions required for Required Permissions for Microsoft Teams
Microsoft Teams online meetings. Online Meetings
New You can now enable Microsoft Outlook and Enabling Microsoft Outlook and Teams
Teams online meetings for SAP Online Meetings for SAP SuccessFactors
SuccessFactors processes. Processes
New You can now grant permissions required for Required Permissions for Microsoft Outlook
Microsoft Outlook and Teams online and Teams Online Meetings
meetings.
New Users can now use SAP SuccessFactors SAP SuccessFactors Quick Actions in
quick actions in Microsoft Teams. Microsoft Teams

Quick Actions in the SAP SuccessFactors
App
Time Tracking Quick Actions in the SAP

SuccessFactors App

SuccessFactors App
Employee Central Payroll Quick Actions in

the SAP SuccessFactors App
New Users can now receive SAP SuccessFactors SAP SuccessFactors Noti cation Cards in
noti cations cards in Microsoft Teams. Microsoft Teams
Learning Noti cation Cards in the SAP

SuccessFactors App

SuccessFactors App

SuccessFactors App


SuccessFactors App
Employee Central Work ows Noti cation

Changed We updated steps for enabling the SAP Enabling the SAP SuccessFactors App for
SuccessFactors app for Microsoft Teams. Microsoft Teams
New We added business data sources for more Business Data Sources
usage scenarios in Microsoft Teams.

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SuccessFactors With Microsoft 365

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5/2/2024

Integrating SAP SuccessFactors with

SAP SuccessFactors Platform | 1H 2024

Original content: https://help.sap.com/docs/SAP_SUCCESSFACTORS_PLATFORM/3adee415c1eb4b918bc0172afc76948c?

For more information, please visit the https://help.sap.com/docs/disclaimer.

Integrating SAP SuccessFactors with Microsoft 365

The following features become available with a successful integration:

Start Teams chat from SAP SuccessFactors

Users are noti ed of approvals, time-sensitive reminders, and other events.

Currently, users can use features related to interview scheduling.

Basic Microsoft Terms

Enabling Basic Integration Between SAP SuccessFactors and

2. In the Enablement section, choose Enable Integration.

Using Microsoft Teams Chat from SAP SuccessFactors

SAP SuccessFactors App for Microsoft Teams

Text Replacement isn't supported.

Enabling the SAP SuccessFactors App for Microsoft Teams

Custom: The app is created, con gured, and managed by customers.

a. In the displayed dialog, choose Connect.

b. Review the permissions requested by the SAP SuccessFactors app.

The app requests these permissions:

Send a teamwork activity to any user

Read all users' full pro les

Allow the app to manage itself for all users

c. To agree to the request and grant consent, choose Accept.

Required Permissions for the SAP SuccessFactors App in

Requested Permission Purpose API Called

TeamsActivity.Send To send /users/{userID}/teamwork/installedApps?

User.Read.All To get users' /users/{userID}

Requested Permission Purpose API Called

To allow users /users?$filter={filterExpression}

Preparing the SAP SuccessFactors App for Microsoft Teams

Downloading the SAP SuccessFactors App Package

Downloading the SAP SuccessFactors App Package

You've enabled the SAP SuccessFactors app for Microsoft Teams.

2. In the App Package area, choose Download.

Publishing the SAP SuccessFactors App to Microsoft Teams

You have Microsoft 365 Teams admin role permissions.

You've downloaded the SAP SuccessFactors app package.

a. Unzip the ZIP le.

For example, open messages_en_US for American English.

2. (Optional) Change the app icon.

a. Unzip the ZIP le.

c. Compress the les to get an updated app package.

3. Log in to the Microsoft Teams admin center.

4. In the left navigation menu, choose Teams Apps Manage apps .

5. In the All apps table, choose Upload new app.

7. Select the app package and choose Open.

(Recommended) Pin the app for users to discover.

(Optional) Install the app for users.

(Optional) Control access to the app.

Updating the SAP SuccessFactors App

You have Microsoft 365 Teams admin role permissions.

You've downloaded the new SAP SuccessFactors app package.

2. In the left navigation menu, choose Teams Apps Manage apps .

3. In the All apps table, select the app name.

4. Under New version, choose Upload le.

5. Choose Select a le.

6. Select the new app package and choose Open.