LIVE Training & LIVE Project SuccessFactors HCM /HXM:
SAP SuccessFactors Human Experience Management Suite -- or HXM Suite -- is the next iteration of SuccessFactors HCM and is meant to help manage the entire employee lifecycle, including recruiting, onboarding, payroll and performance management and help optimize the employee experience
(Week#1-Introduction to Mastery)
Class-1:
- Why Cloud?
- Why SuccessFactors?
- SuccessFactors Core & Talent Management modules Overview
- Role of Professional Services Consultant
Class-2:
- SuccessFactors BizX methodology
- Accelerators, Configuration workbooks, Estimators, etc.
- SuccessFactors BizXpert architecture
- Business Execution process in detail
Class-3:
- Understanding SuccessFactors terminology
- Introduction to Instance
- Introduction to Provisioning
- Partner Portal, Community, SuccessStore, etc.
Class-4:
- Home-page acquaintance
- Portlets, Dashboards, Tile browser
- Navigating Main Menu, Welcome Menu
- To-Do list, Admin. Tools a glance
Class-5:
- Welcome Menu Options
- My favorites list
- Search functionality
- Help &tutorials
(Week#2-Introduction to Mastery)
Class-6:
- Personalizing the Instance
- Welcome Portlets
- Company logo, Theme manager
- Theme manager, e-mail notifications, etc.
Class-7:
- Introduction to Organization chart
- Directory in Org.
- chart Resources in Org
- chart Personal card in detail
Class-8:
- Introduction to Position Org. Chart
- Add lower position
- Add peer position
- Manage position
Class-9:
- Introduction to Position Org. Chart (cont..)
- Internal number ranges
- Advanced position management
- Internal number ranges to Position
Class-10:
- Introduction to Data (.csv) files
- Export employee
- Import employee
- Manage employee
(Week#3-Employee Central)
Class-11:
Data Models:
- Corporate data model
- Succession data model
- Country-Specific Corporate data model
- Country-Specific Succession data model
Class-12:
- Foundational Objects configuration
- Organizational Foundational Objects
- Job Foundational Objects
- Pay Foundational Objects
Class-13:
- Generic Objects, Cost center
- Other FO, Workflow configuration
- Other FO, Event reason
- Other FO, Dynamic role
Class-14:
- Introduction to Proxy management
- Add/Hire new Employee
- Understanding New Hire workflow
- Monitoring Workflows
Class-15:
- Introduction to Employee profile
- Employee Self Service
- Manager Self Service
- Data Change workflow
(Week#4-Employee Central)
Class-16:
- Introduction to Role Based Permissions (RBP)
- User Permissions, Administrator Permissions
- Permission Roles, Permission Groups
- Manage Security
Class-17:
- Introduction to Extended Markup Language (XML)
- Working with XML pad
- Document Type Definition (DTD)
- files Creating/Modifying Rules
Class-18:
- Introduction to MDF (Meta Data Framework)
- Generic Objects – Cost Centers
- Manage Advance Objects
- Manage Configuration UI
Class-19:
- Picklist Management
- Working with Propagation rules
- EC – Payroll Overview
- Leave of Absence – Overview
Class-20:
- Introduction to Time Off
- Define Holiday calendar and work schedule
- Define Time type and Time profiles
- Set up Time Off for Employees
(Week#5-Goal & Performance Management)
Class-21:
- Introduction to Goal Management
- Goal plan template: Basic
- Goal plan template: Extended
- Accessing Goal plan from Menu
Class-22:
- Introduction to Goal Management (cont..)
- SMART goals, Cascading goals
- Goral Execution
- Goal Library
Class-23:
- Introduction to Performance Management
- Accessing Performance v12 forms
- Performance review
- Competencies
Class-24:
- Introduction to Performance Management (cont..)
- Rating Scale
- Route Map
- Stack Ranker
Class-25:
- Introduction to Performance Management (cont..)
- 360 review
- Calibration overview
- Compensation overview
(Week#6- Miscellaneous)
Class-26:
- Introduction to Analytics
- Standard Reports
- Ad-Hoc Reports
- Creating new reports, Filters, etc.
Class-27:
- Introduction to Social Colabaration
- SuccessFactors JAM
- SuccessFactors Mobile
- Activating/Registering Smartphone
Class-28:
- Introduction to Integration
- Side-by-Side deployment,
- Full cloud deployment
- Talent-Hybrid deployment
Class-29:
- Resume preparation
- FAQs in Interviews
- Certification guidance
- Miscellaneous
Class-30:
- Open Session
- Open Session
- Introduction to Recruiting and Initial setup
- Recruiting Provisioning Settings
- Recruiting Templates and settings
- JRDM – Job Requisition Template
- CDM – Candidate Application Template
- CPT – Candidate Profile Template
- Offer Template
- Managing Candidates
- Manage Recruiting Settings
- Configure initial settings in Admin Tools
- Rules in Recruiting
- Applicant Status
- Candidate Profile
- Application
- Interview Central
- Interview Scheduling
- Requisition
- Employee Referral
- Offer Approval & Offer Letters
- Recruiting Home page tiles
- Hire & Onboard
- Form Templates
- Route Map
- Managing Recruiting Posting
- Admin Center for Recruiting
- Agency
- Career Portal
- Legacy Data Migration
- Reporting
- External Third Party Integrations
- Data Privacy Consent Statement
- Data Retention Management in Recruiting Management
- Intelligent Services
- Integration Center and Recruiting Management
- Onboarding 2.0 functionalities
- 0.1 Onboarding Resources
- 0.2 Enable Features in Provisioning
- 0.3 Onboarding 2.0 components
- 0.4 Homepage V3 Tile group
- 0.5 Data model for the Onboarding process Implementation Process
- 1.1 Activate Features in Super Admin
- 1.2 Web Services
- 1.3 Test Onboarding Process
- 1.4 Complete Hiring Manager Activities
- 1.5 New Hire Completes Paperwork in SF HCM
- 1.6 Metadata Framework
- 1.7 Manage Business Configuration
- 2.1 Set up Role Based Permissions
- 2.2 Create Reports and Run Sync Jobs
Business Configuration and Administration
- 3.1 Corporate Structure
- 3.2 Security Administration
- 3.3 Data Dictionary
- 3.4 Picklists
- 3.5 PDF Forms
- 3.6 Panel Designer
- 3.7 Notifications
- 4.1 Configure Hiring Manager Activities
Onboarding Integration
- 5.1 RCM Integration Configuration
- 5.2 Initiate Onboarding from Recruiting
Mobile Onboarding settings
Offboarding
Cross boarding
- Introduction to Reporting.
- Activation of Workforce Module in the Provisioning System
- Introduction to Dash Boards
- Set up process dashboards
- Analytics 2.0 Overview
- Manage Report Permissions
- Cross Domain Report
- List view reports
- Single Domain Report
- Spotlight view reports
- Dashboard
- Spreadsheet reports
- Dashboard Portlet
- Classic reports
- Introduction to Dashboard
- Adding Portlet to Dashboard
- Ad-hoc reports
- Advanced Reporting
- Creation of Holiday
- Creation of holiday Calendar
- Time off Process & Workflows
- Creation of Work Schedule
- Simple, Period Work Schedule
- Time Type
- Leave of Absence
- Manage Time off Calendars
- Manage Time off Structures
- Absence Management
- Goal Management Process
- Performance Management Process
- Goal Template Configuration
- Adding New Template from success store
- Old & V12 Goal Management Template
- Launching forms
- Import/Export Objective Library
- Integrating Goal Template with Performance Template
- Import Goals
- Core Competencies vs Job Specific Competencies
- Goal Execution settings
- Performance Management Process
- Route Maps
- Rating Scales
- Perform Spell Check
- Form Template settings
- Perform Legal Scan
- Route Forms
- Competencies
- Development Plan process
Target Audience:
- HR Generalist
- HR Payroll
- HR Recruiter
- End user HR
- SAP HCM, Oracle HCM, Peoplesoft, Workday HCM- Consultant