Setting The Foundation Admin Guide

V 1.
CONTRIBUTORS
Lauri Armstrong
Lisa Bopst
Betsy Bruce
Lane Davis-Coury
Sheryl Golub
Tanya Hauth
Alice Kowalski
Beth Linden
John Malone
Filipe Muffoletto
Tina Newton
Enzo Silva
For SuccessFactors (One Admin) b1204

Last Modified 07/13/2012
2012 SuccessFactors, An SAP Company. All rights reserved. Execution is the

Difference
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Information in this document is subject to change without notice and does not
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software described in this document is furnished under a license agreement. The
software may be used only in accordance with the terms of the agreement. No part
of this training may be reproduced or transmitted in any form or by any means,
electronic or mechanical, without the express written permission of
SuccessFactors, An SAP Company.
Table of Contents
Course Introduction ..............................................................................1
Course Objectives and Goals ............................................................. 1
Target Audience and Agenda ............................................................ 2
Using this Guide ............................................................................ 3
Additional Resources ...................................................................... 4
Module 1: General Tasks for Administrators.............................................. 1-1
Objectives ............................................................................... 1-1
Lesson 1: SuccessFactors Administrators Overview ................................ 1-2
Objectives ....................................................................... 1-2
Getting Started ................................................................. 1-2
Your Role as an Administrator ................................................ 1-3
Conclusion ....................................................................... 1-4
Knowledge Check ............................................................... 1-5
Lesson 2: Accessing and Navigating SuccessFactors ............................... 1-6
Objectives ....................................................................... 1-6
SuccessFactors Home Page .................................................... 1-6
Terms and Definitions ......................................................... 1-11
Accessing the System as an Admin .......................................... 1-12
Conclusion ...................................................................... 1-14
Knowledge Check .............................................................. 1-15
Module 2: Managing Data and User Records .............................................. 2-1
Objectives ............................................................................... 2-1
Lesson 3: Import User Data............................................................ 2-2
Objectives ....................................................................... 2-2
Import User Data Overview ................................................... 2-2
Methods to Add Data to SuccessFactors ..................................... 2-3
Adding Data to SuccessFactors ............................................... 2-4
Exporting the Current Data ................................................... 2-6

Managing Data Changes Using Admin Tools Links ......................... 2-13
Conclusion ...................................................................... 2-18
Knowledge Check .............................................................. 2-19
Lesson 4: Reset User Passwords ..................................................... 2-20
Objectives ...................................................................... 2-20
Resetting User Passwords .................................................... 2-20
Send User Welcome Email with Existing Password (No Password Reset
Required) ............................................................... 2-21
Conclusion ...................................................................... 2-26
Knowledge Check .............................................................. 2-27
Lesson 5: User Welcome Email ...................................................... 2-28
Objectives ...................................................................... 2-28
User Welcome Email Overview .............................................. 2-28
Conclusion ...................................................................... 2-30
Knowledge Check .............................................................. 2-31
Lesson 6: Reset User Accounts ....................................................... 2-32
Objectives ...................................................................... 2-32
Reset User Accounts Overview .............................................. 2-32
Conclusion ...................................................................... 2-34
Knowledge Check .............................................................. 2-35
Lesson 7: Change User Email Notifications ........................................ 2-36
Objectives ...................................................................... 2-36
Email Notifications Overview ................................................ 2-36
Conclusion ...................................................................... 2-38
Knowledge Check .............................................................. 2-39
Module 3: Security ............................................................................. 3-1
Objectives ............................................................................... 3-1
Lesson 8: Permissions .................................................................. 3-2
Objectives ....................................................................... 3-2
Permissions Overview .......................................................... 3-2
Conclusion ....................................................................... 3-7

Knowledge Check ............................................................... 3-8
Lesson 9: Administrative Privileges .................................................. 3-9
Objectives ....................................................................... 3-9
Grant Administrative Privileges .............................................. 3-9
Conclusion ...................................................................... 3-15
Knowledge Check .............................................................. 3-16
Lesson 10: Proxy Management ....................................................... 3-17
Objectives ...................................................................... 3-17
Proxy Overview ................................................................ 3-17
Who Can Assign Proxies ....................................................... 3-19
How to Assign Proxies ......................................................... 3-19
Look Up Existing Assignments ................................................ 3-22
Conclusion ...................................................................... 3-27
Knowledge Check .............................................................. 3-28
Module 4: Company Settings ................................................................. 4-1
Objectives ............................................................................... 4-1
Lesson 11: Company System and Logo Settings .................................... 4-3
Objectives ....................................................................... 4-3
Company System and Logo Settings Overview .............................. 4-3
Add Your Company Logo ....................................................... 4-5
Theme Manager ................................................................. 4-7
Integrate with Outlook Calendar ............................................ 4-10
Allow Manager Access to a Documents Revision History ................ 4-12
Enable HTML Email Notifications ............................................ 4-12
Enable the Enhanced Writing Assistant UI ................................. 4-13
Disable Proxy Access for Users without Proxy Rights ..................... 4-14
Show Photos in the Organization Chart .................................... 4-14
Configure Company-wide Email Settings ................................... 4-15
Show SuccessFactors Provided Content on your Company-specific Login
Page ..................................................................... 4-15
Conclusion ...................................................................... 4-18

Knowledge Check .............................................................. 4-19
Lesson 12: Password Policy Settings (N/A for SSO) ............................... 4-20
Objectives ...................................................................... 4-20
Password Policy Settings Overview ......................................... 4-20
Conclusion ...................................................................... 4-23
Knowledge Check .............................................................. 4-24
Lesson 13: Email Notification Templates Settings ................................ 4-25
Objectives ...................................................................... 4-25
Email Notification Templates Overview .................................... 4-25
Conclusion ...................................................................... 4-29
Lesson 14: Text Replacement and Company Dictionary ......................... 4-30
Objectives ...................................................................... 4-30
Text Replacement Overview ................................................. 4-30
Company Dictionary Overview ............................................... 4-33
Conclusion ...................................................................... 4-39
Knowledge Check .............................................................. 4-40
Lesson 15: To-Dos List ................................................................ 4-41
Objectives ...................................................................... 4-41
To-Dos List Overview .......................................................... 4-41
Conclusion ...................................................................... 4-45
Knowledge Check .............................................................. 4-46
Lesson 16: Customize the Welcome Portlet ....................................... 4-47
Objectives ...................................................................... 4-47
Welcome Portlet Overview ................................................... 4-47
Resources ....................................................................... 4-52
Conclusion ...................................................................... 4-53
Knowledge Check .............................................................. 4-54
Module 5: Overview of SuccessFactors Product Bundles ............................... 5-1
BizX Platform ............................................................................ 5-1
Performance and Goals ................................................................ 5-1
Compensation ........................................................................... 5-2

Succession and Development ......................................................... 5-3
Learning .................................................................................. 5-4
Recruiting ................................................................................ 5-5
Premier Jam ............................................................................. 5-6
Workforce Analytics .................................................................... 5-7
Workforce Planning ..................................................................... 5-7
Employee Central ....................................................................... 5-8
Course Introduction
Through discussion, demonstration, and hands-on computer lab
work, this course teaches the concepts and terminology
associated with SuccessFactors. You will be introduced to
searching and navigation features, managing user and data
records, setting system security, as well as determining system
settings using the step-by-step, hands-on exercises. Additionally,
you will gain basic knowledge on other SuccessFactors products
and how this course provides the foundational knowledge for you
to administer those other products.
COURSE OBJECTIVES AND GOALS

Upon completion of this course, you will be able to:
Manage data and user records
Set system security
Determine company settings
Identify other SuccessFactors products
Throughout this course, you will be asked to refer to this guide to

complete exercises and activities that reinforce key concepts.
Document your answers, or take notes in the spaces provided, and
then you will be able to use this guide as reference material after
class.
TARGET AUDIENCE AND AGENDA

This is a four-hour, virtual instructor-led training course intended
for all new SuccessFactors administrators (admins). This course
covers:
Module 1: General Tasks for Administrators

Lesson 1: Getting Started: Your Role as an Administrator
Lesson 2: Accessing and Navigating SuccessFactors
Module 2: Managing Data and User Records

Lesson 3: Import User Data
Lesson 4: Reset User Passwords
Lesson 5: User Welcome Email
Lesson 6: Reset User Accounts
Lesson 7: Change User Email Notifications
Module 3: Security
Lesson 8: Permissions: Default User and Individual
Permissions
Lesson 9: Administrative Privileges
Lesson 10: Proxy Management
Module 4: Company Settings

Lesson 11: Company System and Logo Settings
Lesson 12: Password Policy Settings (not applicable for
single sign-on)
Lesson 13: Email Notification Templates Settings
Lesson 14: Text Replacement and Company Dictionary
Lesson 15: To-Dos List
Lesson 16: Customize the Welcome Portlet
Lesson 17: Resources
Module 5: Overview of SuccessFactors Product Bundles
USING THIS GUIDE

This guide is designed to be used in conjunction with an instructor,
and provides general information that will be elaborated upon by
the instructor.
Throughout the guide, you encounter icons that call out various
types of information. The following table illustrates how this
guide uses icons to indicate different types of comments,
activities, labs, etc. that support the text.
Icon
Definition
Activity: Indicates an activity for you to complete that helps
reinforce the information you just learned.
Note: Indicates additional information that is related to the
information presented.
Tip: Indicates helpful hints and tips or other guidance that further
explains the information it accompanies.
Lab: Indicates a hands-on computer lab. Follow the step-by-step
process outlined to perform specific tasks in the system.
Job Aid: Indicates there is a job aid available for the task. Job aids
provide detailed instructions and screen captures to help you
complete a task.
Warning: Warns against particular actions, or that a particular
condition might indicate a problem.
Workflow: Indicates you must have the proper security workflow
assigned to you in order to have access to this feature or action.
ADDITIONAL RESOURCES
Help & Tutorials is a link available within Administrator Tools
that contains all documentation regarding SuccessFactors
administration (Figure 1).
Figure 1. Admin Resources
A video is also available to help you use these resources. You can
access the video using the following link:
https://performancemanager4.successfactors.com/doc/AdminRes
ourcesPage/Movies/ARwelcome/ARwelcome.htm
There are a number of other resources that can provide you more
information about the SuccessFactors system, including:
SuccessFactors, Inc. website: http://www.successfactors.com
Task-specific job aids
SuccessFactors monthly newsletter
For more information about other courses and registration,

contact Success Academy at training@successfactors.com.
Module 1:
General Tasks for Administrators
In this module, you will be introduced to the general tasks that
administrators may need to perform in SuccessFactors, including
logging in, navigating the system, searching for records, and
identifying terms and definitions related to SuccessFactors.
This module includes two lessons:
Lesson 1: Getting Started
Lesson 2: Accessing and Navigating SuccessFactors Learning
OBJECTIVES
Upon completion of this module, you will be able to:
Identify the roles and responsibilities of the SuccessFactors

administrator
Access and navigate SuccessFactors as an administrator
Define terms that are specific to the SuccessFactors system
Lesson 1: SUCCESSFACTORS ADMINISTRATORS OVERVIEW

The goal for this lesson is to provide an overview of your role as a
SuccessFactors administrator.
Objectives
Upon completion of this lesson, you will be able to:
Describe your role as an admin of SuccessFactors
Identify admin responsibilities
Getting Started
In SuccessFactors, administrators are responsible for starting
processes and initiating activities at key performance milestones.
The SuccessFactors system provides you with the tools you need
to launch and manage your processes. Through the administration
interface, you may:
Oversee the daily management of the SuccessFactors system
Configure and implement system features
Customize the environment to reflect and communicate your

companys business processes
As an admin, much of your responsibilities revolve around

maintaining the system after the initial system launch (GoLive).
You will use Administration Tools to tailor your instance to your
companys typical HR events, such as making changes to the user
records, forms, and permissions. You will also use reporting tools
to track and measure the impact of the activities.
Your Role as an Administrator

Table 1 lists and describes the roles and responsibilities of the
three types of SuccessFactors administrators.
Table 1. Administrator Roles and Responsibilities
Administrator Role
System Owner/Advocate
Responsibilities
System Administration
User Support
Serve as primary contact between system users

and other internal systems
Primary contact between users and the system
Stay current with all updates to system
functionality, communicate and recommend
business processes to owners
Manage/oversee user information (data imports,
passwords, notifications)
Manage user permissions and privileges
Manage forms, competencies, roles, and system
notifications
Provide necessary assistance and support for all
HR managers
Implement and train/communicate with users
on new functionality
Provide reporting assistance to users (HR,
management)
Provide coaching assistance to managers and
employees
Conclusion
In this lesson, you were provided with an overview of your role as
a SuccessFactors administrator.
You should now be able to:
Describe your role as an admin of SuccessFactors
Identify admin responsibilities
Knowledge Check
1. List the three administrator role groups and identify the
responsibilities of each group.
Lesson 2: ACCESSING AND NAVIGATING SUCCESSFACTORS

The goal of is this lesson is to provide detailed information on
accessing and navigating SuccessFactors.
Objectives
View your Home page including the To-Dos list, portlets, menu
options, and system help and tutorials
List and define SuccessFactors terms and definitions
Access SuccessFactors as an admin
SuccessFactors Home Page

When you log in to SuccessFactors, your Home page is displayed.
Before we look at the administrative options, lets take a look at
the Home page (Figure 2).
Figure 2. Home Page
To-Dos List
The To-Dos List (Figure 3) centralizes all the tasks to be completed.

Tasks may be viewed by the process or listed by the due date for
the particular step in the process. Tasks requiring actions are active
links that take you to the requested action or form. You can print
your To-Dos List by clicking the Print Preview icon ( ).
Figure 3. To-Dos List
As an administrator, you can also manage your To-Dos List and

settings by clicking the To-Do Admin link to display the To-Do List
Manager page (Figure 4).
Figure 4. To-Do List Manager
Portlets
Portlets display information on the right side of the Home page.

Use the tread to drag and drop the portlet to the desired location;
use the arrows to expand and contract the portlet.
Figure 5. Portlets on Home Page
Menu Options
Menu options are available in a drop-down

menu on the upper-left corner. General
menu selections include Goals (or
Objectives, depending on your
configuration), Performance, and
Development. Additional links may or may
not be available depending on your role
and/or system configuration. To see your
available options, click Home (Figure 6).
Figure 6. Home Menu Options
Options
Options allow users to manage their

personal settings and preferences
including passwords, notifications,
language, forms, proxy, groups, and
mobile. To access your options, click
the Welcome message drop-down and
select Options from the drop-down
Figure 7. User System Options
menu (Figure 7).
You can set a number of your individual options on the Options

page, such as (Figure 8):
Changing your password (if applicable: not applicable if your

company uses single sign-on)
Selecting your security questions (if applicable: only if the

security questions are enabled under Company Settings)
Indicating whether to receive notifications from the system (if

applicable: this is an optional function for ALL notifications
and may not be available depending on y our system settings)
Changing your language preference (if applicable: only applies

if your instance is a multi-lingual implementation)
Assigning/becoming a proxy (if applicable: you can assign

proxies if the feature is turned on, and become a proxy if you
are assigned as a proxy)
Creating groups (If applicable: only applied to organizations

who have implemented dynamic groups)
Note: The settings for your instance of SuccessFactors may vary depending on
your global settings. You may or may not have access to these listed options.
Figure 8. Options Page
Help & Tutorials
If you enable help in SuccessFactors, online help is available to

users by clicking the Help & Tutorials link (Figure 9).
Figure 9. Help & Tutorials
To return to your To-Dos List and portlets, click the To-Dos link at
the top of the page.
Terms and Definitions

Throughout training, you will be introduced to terms that are
specific to the SuccessFactors system. Table 2 lists the terms and
definitions associated with the SuccessFactors administration.
Table 2. Terms and Definitions for SuccessFactors
Term
Definition
Dashboards
A type of report in SuccessFactors that contains images, charts,

or portlets.
Default User
Group
Contains all the individuals who have been imported into

SuccessFactors and have permission to log in.
Employee
Data File
Contains all users. Each employee who will create goals, be

evaluated, or evaluate others are included in this file.
Form
Templates
Contain the layout, sections, and workflows for each form, and
are created during implementation by a SuccessFactors
Consultant. Used to create individual forms for your population.
A template type determines the purpose of the form template.
Forms
Also called documents, these are created from a form template

and are used to record information, such as evaluation of an
employees performance during the review cycle. The form that
each employee receives contains all the elements of the form
template on which it is based. The process for distributing the
form is referred to as launch.
Instance
The customer space on the SuccessFactors server. Each customer

works together with a Professional Services Consultant to
configure their own instance.
Job Code
Assigned to each employee to map the competencies for their

role to the job code.
Line of Sight
Describes an individuals reporting visibility within SuccessFactors

(i.e., managers can view direct reports and below).
Portlets
Provides resources, charting, or features for users to assist them

with processes. Portlets is a term used to describe a chart or
image that shows user data.
Rating Scale
Determines the values and meanings of values that a user is able

to select during an evaluation.
Role Names
Also called codes, role names are used in multiple modules and
control various permissions. For example:
E Employee
EM Employees Manager
EH Employees HR Representative
Data supplied in the employee import file determines the EM or
EH role. Customers can also set their own roles if they have Role
Based Permission (RBP) turned on in their instance.
Term
Route Maps
Definition
Establish the workflow and steps that employees follow during a
business process. Route maps specify the order in which a form
moves from one employee to another and what employees can do
during each step
Accessing the System as an Admin

To access the system as an admin, select Admin from the
Welcome drop-down menu (Figure 10).
Figure 10. Home Page: Admin Access

Note: If the Admin link does not appear in this list, your account has not been
properly permissioned. Please contact your system administrator for assistance.
If you are the highest level admin and do not see this link, contact
SuccessFactors Customer Success.
The Administration Tools page displays (Figure 11).
Figure 11. Administration Tools
The Administration Tools page provides all the tools admins need
to work in SuccessFactors. These tools are grouped together by
process and are segmented in each group by module:
The top half of the page, Company Processes & Cycles,

includes the tools you need to manage each of the modules
your company has implemented as well as reporting and
company settings (system-wide configuration options)
The bottom half of the page, Manage Employees, includes the

tools you need to manage your users and security
You can also set your admin favorites on the Administration Tools
page. This can include the tasks you perform regularly. To add a
task to your My Favorites list, click the Add to My Favorites icon
(Figure 12).
Figure 12. Add to My Favorites
These favorites also display on your Home Page (Figure 13).
Figure 13. My Admin Favorites: Home Page
Conclusion
This lesson provided detailed information on accessing and
navigating SuccessFactors.
View your Home page including the To-Dos list, portlets, menu
options, and system help and tutorials
List and define SuccessFactors terms and definitions
Access SuccessFactors as an admin
Knowledge Check
1. Match the term in Column A with its definition in Column B.
Enter the letter in the Answer column.
Answer
Column A
Column B
Employee
Data File
A. Also called documents, these are created

from a form template and are used to record
information, such as evaluation of an
employees performance during the review
cycle. The form that each employee receives
contains all the elements of the form template
on which it is based. The process for
distributing the form is referred to as mass
creation.
Forms
B. A type of report in SuccessFactors that

contains images, charts, or portlets.
Dashboards
C. Contains all the customers SuccessFactors

users. Each employee who will create goals, be
evaluated, or evaluate others need to be
included in this file.
Instance
D. The customer space on the SuccessFactors

server. Each customer works together with a
Professional Services Consultant to configure
their own instance.
Portlets
E. Provides resources, charting, or features for

users to assist them with processes. It is a
term used to describe a chart or image that
shows user data and is configurable in
SuccessFactors.
Notes
Module 2:
Managing Data and User Records
In this module, you will learn about employee information and
how data should be organized and formatted.
This module includes seven lessons:
Lesson 3: Import User Data
Lesson 4: Reset User Passwords
Lesson 5: User Welcome Email
Lesson 6: Reset User Accounts
Lesson 7: Change User Email Notifications
OBJECTIVES
Import user data
Reset user passwords
Send user welcome email notification
Reset user accounts
Change user email notifications
Lesson 3: IMPORT USER DATA

The purpose of this lesson is to provide details on importing user
data.
Objectives
Import user data to SuccessFactors
Add data to the system
Export the current data from SuccessFactors
Manage data changes using Admin Tools links
Import User Data Overview

Employee information is what all other activities in
SuccessFactors rely on and is used throughout all modules. This
data can come from multiple sources, including:
An Human Resources Information System (HRIS), imported

manually or automatically
A spreadsheet
A database
Regardless of where the data comes from, it must first be

organized and formatted to be imported successfully into
SuccessFactors.
Methods to Add Data to SuccessFactors

There are two basic ways to add data to SuccessFactors:
Import file (.csv)

Uploaded manually via Admin Tools
Uploaded via FTP (an automated file transfer)
Manual entry via the Admin Tools links
The basic import file is used to add or change data for one or
more employees at a time, and may be created manually or as an
automated output from your HRIS. Advantages to using the import
file include:
The import file can be uploaded automatically using FTP
Only updates the records in the system with changes or

additions in the .csv file
You can add new employee records
Disadvantages to using this method include (if using FTP):
Changes to FTP may only be completed by SuccessFactors

Customer Success after opening a ticket
There is no chance for data manipulation prior to importing

into SuccessFactors.
The manual entry method is typically used for changes that affect
one or two users at a time. Advantages to using the manual entry
method include:
Quick, one-off changes can be made without waiting for the

FTP or full file import
Corrections can be made after data import as needed
A disadvantage to using this method is that any changes made in

the Admin Tools links will be overwritten by the import process if
the .csv has not been updated for the next import.
Recommendation: Use import files for most of your data changes and new
additions. If you need to make a quick change, you can do that in the
SuccessFactors application. However, any changes made directly in the system
should also be made to the import files as necessary.
Adding Data to SuccessFactors

The basic import file consists of standard data elements. There are
required fields, filter fields, and optional fields. Fields vary based on
your configuration and modules. Table 3 lists and describes the 11
required fields in the data import file.
Table 3. Required Data for Import File
System ID
Label
Description
STATUS
STATUS
There are 2 status choices, active or inactive. All

users on the initial data load should have an active
status.
USERID
USERID
This is a unique system identifier for each user, and

may not be changed once set. Format can be letters,
numbers, or a combination of the two. Avoid using
leading zeros and special characters, such as & or #.
USERNAME
Username
Your employees use this to log in to the system and

must be unique for each user. Consider using the
same login information that is used to login to your
company network.
FIRSTNAME
First Name
Employees first name.
LASTNAME
Last Name
Employees last name.
GENDER
Gender
This field is required for the Writing Assistant. Only

provide the abbreviations: M for male or F for female.
EMAIL
Email
The employees business e-mail address. The system

uses email addresses for notification purposes. Emails
are sent, for example, to inform individuals that
forms have been routed, to remind individuals that
items are due or late.
MANAGER
Manager
This column requires the USERID of the persons

manager to establish the company hierarchy. For the
individual(s) that are considered to be the highest
level in the company, NO_MANAGER is used to
designate that they do not have anyone above them in
the hierarchy.
System ID
Label
Description
HR
Human
Resources
This column uses the USERID of the HR representative

that is assigned to the employee. If your company
chooses not to assign an employee with an HR rep,
use NO_HR.
TIMEZONE
Time Zone
This field is used for time stamping. Some companies

use their corporate time zone as the default.
DEFAULT
LOCALE
This setting is the default language that is displayed

to the user when accessing SuccessFactors. For
example, this field is always set to en_US unless a
customer is implementing other languages.
The three standard filter fields in SuccessFactors are Department,

Division, and Location. These fields are displayed throughout
SuccessFactors and used for filtering information within reports
and permissions. Additional filter fields may be created by a
SuccessFactors Consultant during your implementation.
There are also 15 custom fields that can be used for other data
you need to bring in to SuccessFactors.
The Job Code field is optional and can be used to associate an
individual with competencies. Job codes are assigned to
employees and correspond to the job role that is set up within the
system. Job roles can be associated with a set of competencies.
Your PS Consultant will provide you with the .csv template.
Rows 1 and 2 (System ID and Label, respectively) must be
preserved, including all columns in the template. Row 2 labels can
be renamed as desired during system configuration. The file
format should be saved as a .csv file.
Recommendation: Do not modify the data in the first two rows of the .csv file.
The first row contains the system ID, or the system matching column header,
and the second row contains the label associated with the system ID.
Exporting the Current Data

A good rule to follow is to always export the current data from
SuccessFactors before making changes. When exporting user data,
you can specify additional export options (Figure 14).
Figure 14. Export Users Options
You can export a list of existing users in SuccessFactors in CSV or

XML format. The most commonly selected format is CSV so you
can easily modify the data in Microsoft Excel, for example. After
you select the export format, you can:
Specify Export Options

Valid users only: Select to show only active users from
SuccessFactors in the import file
Short format: only system fields: Select this option to
show only the required fields, omitting any empty or
custom fields
Note: Do not select Short format if you want to include user
compensation data.
Specify File Language Format and Batch/Scheduled Processing

Options
Character Encoding: If you are using languages with
specific character types (such as Chinese or Japanese), you
can select the appropriate encoding type from the dropdown menu so the system can recognize the characters.
Export as a batch process: Select this option if you have a
large number of employees. It allows you to continue
working in the system as the export is being run. You will
receive a notification when the file is ready to download.
Specify Compensation Data Updating Options

Include User Compensation Data: Select this option to
include compensation data about the employees in the
export file. Selecting this provides additional options
(Figure 15).
Note: For more information regarding Compesation data, please attend the
Compensation Administraton training session.
Figure 15. Include User Compensation Data Export Option
Export the Current Data
Log in to SuccessFactors, and select Admin from the Welcome drop-down

menu.
Under the Manage Employees section, click Update User Information.
Click Employee Export.
On the Export Users page, select the format you want to export your file.
Expand each section to specify additional file export options.
Click Export User File.
The data file processes and exports as a zip file.
Select to open or save the file to your computer and click OK.
Once the file is downloaded, you can open the file to make your changes and
additions to the data. When you are finished, save the new data file as a .csv file. It is
recommended that you save the new file with a new file name so you have the
original data file as a backup.
Import New Data

Note: If your company chooses to automate the upload process using FTP, all the step listed in this
section related to file upload are handled by the FTP. The FTP may only be modified with assistance
from SuccessFactors.
Click Employee Import.
Click Browse to locate and select your .csv import file.
Click Validate Import File to validate the data in the import file.
Note: Always use this validation option first to validate all required fields,
and then import the data.
Specify the other settings for importing users:

a. For any new users added to the import file, select the new user
default password format option.
b. Select whether or not to send a welcome email to new users (that will
include the new default password).
Recommendation: Do not check this box. Finish the import process, verify the
data imported is accurate, and then send a manual welcome email notification
to new users.
If this box is not available for selection, then the main email notification
template for this message is turned off at the system level.
c. Validate Manager and HR fields: Select to have the system check that
each employee record is associated with a valid manager and HR
representative when importing the file.
d. Specify Form routing options: If there is a manager change in the
import file, select what you would like to have happen to any existing
performance management form in the system.
e. Enforce Manager-only Implementation: Not typically selected. When
selected, only managers are able to access SuccessFactors. Employees
without direct reports will remain in the system and are able to be
evaluated by managers, but will not be able to log in to
SuccessFactors.
f. Specify File Language Format and User Restriction Options: If you are
using languages with specific character types (such as Chinese or
Japanese), you can select the appropriate encoding type from the
drop-down menu so the system can recognize the characters.
g. Specify Compensation form updating options: Select if you want to
update the compensation data with the data in this file import.
Click Import User File.
Once the user data file has been imported successfully, your Import Users page
updates with a confirmation message, and you receive an email notification. The
notification indicates the user import process status and any data errors/failures that
you must resolve.
Managing Data Changes Using Admin Tools Links

At any time, you can use the Admin Tools to make changes to user
data directly in the system. For example, you may need to:
Initiate manager changes and transfer forms from an old to a

new manager
Modify a users status as Active or Inactive
Change a users name
To manage user data, click Update User Information and select

Manage Users (Figure 16).
Figure 16. Admin Tools: Manage Users
Using the Admin Tools links is recommended when you need to

make quick one-off changes to user records, such as changing a
users status from Active to Inactive.
Setting a users record as Inactive freezes the user account in
its current state, which means no changes can be made to the
account. Before inactivating a user, make sure that the user
forwards or completes all in-progress forms in the Inbox.
Otherwise you will have to manually move forms to give other
users access. Also, if the user is a manager, do a Manager Transfer
to forward in-progress forms to the new manager or to HR and

reassign the managers direct reports to a new manager.
Note: For more information on Manager Transfers, please attend the
Performance Management Administration Training.
Modify User Data Using Admin Tools Link
Log in to SuccessFactors, and select Admin from the Welcome drop-down

menu.
Click Manage Users.
By default, the Manage Users page displays all your existing active user
records in the system. Click the link under the Name column
corresponding to the user for whom you need to modify. Or, type the
users name in the Search for a user textbox at the top.
To display inactive users, deselect the Show Active users only checkbox.
On the Edit User pop-up window, you can modify the users information
including the users manager, his/her Active status, email address, etc.
Click Save.
Note: If you modified the users manager, a pop-up window displays verifying if
you want to transfer the users documents to the new manager. You have the
option to re-route the documents.
Remember that any changes made directly to the system using the Admin Tools
links must be made to your data import file prior to uploading the data file
again.
Some things to keep in mind when working with data in

SuccessFactors:
Data changes are managed using an import file or by manually

making changes using Admin Tools links
It is recommended that you use the import file whenever

possible and to use the Admin Tools links for quick one-off
changes only. Any changes made using the Admin Tools links
must also be made to the import file before the file is
uploaded again
If an HRIS database is your source data, that database always

takes precedence over changes you make manually in
SuccessFactors. The next time you upload the user data file
generated by the HRIS, any data changes you made in
SuccessFactors are overwritten with the new data file.
To avoid losing your changes, it is recommended that you

communicate your updates to your HRIS database
administrator to ensure the HRIS database has the correct
information
Conclusion
In this lesson, you were provided details on importing user data.
Import user data to SuccessFactors
Add data to the system
Export the current data from SuccessFactors
Manage data changes using Admin Tools links
Knowledge Check
1. What are the two basic ways to add data to SuccessFactors?
2. True or false:
When a users status is modified from Active to Inactive, that
user record is automatically deleted from the SuccessFactors
system.
3. True or false:
You can and should modify all column headers in the data
import file template (.csv file), including the system ID and
labels.
Lesson 4: RESET USER PASSWORDS

In this lesson, you will be provided with detailed information on
how to reset user passwords.
Objectives
Resetting User Passwords

Users may click the Forgot Your Password? link on the login page
to reset their forgotten password (Figure 17).
Figure 17. Forgot Your Password Link: User Login Page
However, users sometimes need help from admins to retrieve

and/or reset forgotten passwords. Admins typically need to reset
user passwords in non-single sign-on (SSO) instances of
SuccessFactors. You can reset user passwords in one of several ways:
Reset one or more employees password to a system-generated

password
Reset one employees password to a specific new password
Reset passwords for a specific group of users
Under the Manage Employees section, click Reset User Passwords

(Figure 18) to start the process.
Note: Instead of resetting a password, its possible to send a User Welcome
Email to communicate the existing password in this system. For more
information, please see the Send User Welcome Email with Existing Password
(No Password Reset Required)) section.
Figure 18. Manage Employees > Reset User Passwords
Once the user password is reset, the users receive an email

notification with their temporary password1. When the users next
logs in, they will be prompted to change their password.
Send User Welcome Email with Existing

Password (No Password Reset Required)
The Send User Welcome Email is another way for you to send
forgotten passwords to users without having to reset the user
password (if your companys password policy allows). Figure 19
shows the changes you can make to the user welcome email to
Users receive this email notification only if this email template is turned on in Email Template Notification Settings.
send the user his/her forgotten password (using variables). The

user receives his/her forgotten password and can log in to
SuccessFactors without being forced to reset his/her password.
Figure 19. Send User Welcome Email: Forgotten Password
Reset Password for Individual User (with

Supplied Password)
Under the Manage Employees section, click Reset User Passwords.
On the Resetting User Passwords page, click the Reset individual user
password (with supplied password) link.
Select and enter criteria to search for the user whose password you want
to reset. Or, if you know the users first name, last name, and/or
username, enter it directly in the respective textbox.
Click Search Users.
In the search results, select the user whose password you want to reset.
Enter the new temporary password for the user in the New Password and
Confirm Password textbox, complying with your password requirements.
Note: The password must meet your companys password requirements.
Click Reset User Password.

Warning: Do not hit the Enter key after typing the password a second time.
This will reset the screen and not save your changes.
Important: To ensure that the user receives the email notification with the
new password, verify that Password Changed Notification is enabled.
Alternately, you can manually send an email to the user with his/her new
temporary password.
Reset Password for Specific Group of

Users
Under the Manage Employees section, click Reset User Passwords.
On the Resetting User Passwords page, click the Reset group of users
passwords link.
Select the employee group for which you want to reset the password.
Select your filter options (by division, department, location, and/or

group) from the respective drop-down menus.
Click Reset User Passwords.
After you complete this process, all users in the group will receive an email
notification with the new system-generated password. Email notifications must be
turned on to use this feature.
Conclusion
In this lesson, you were provided with detailed information on
how to reset user passwords.
Knowledge Check
1. What are some ways you can use to reset user passwords?
Lesson 5: USER WELCOME EMAIL

the user welcome email.
Objectives
Describe the User Welcome Email
User Welcome Email Overview

The User Welcome Email tool may be used to communicate with your
SuccessFactors users. Most email notifications in SuccessFactors are
trigger-based. In other words, email notifications are automatically
generated and sent based on some event happening in the system,
such as a form being created or a goal being deleted.
The Send User Welcome Email option under the Manage
Employees section on the Administrator Tools page is the only
place where you can send an on-demand email notification to
your users. This message default is the Welcome Message that is
sent (optionally) to new users when imported into the system.
To access the user Welcome email notification, click Send User
Welcome Email in the Manage Employees section of Admin Tools
(Figure 20).
Figure 20. Manage Employees > Send User Welcome Email
The Send System Message Email Notification page displays. Typically,

the notification would be customized, as shown in Figure 21.
Note: The notification option is called Send User Welcome Email, but when
you select it, you can modify the email notification options to include the
information you need to send to your users. Also, the default message may be
modified within E-mail notification template settings.
Figure 21. Send System Message Email Notification
Each email notification uses variable codes and can be customized

for your company using the Email Notification Templates link or
on send. It can be sent to individuals, groups, or the entire active
user base. To send a system message to a particular user, click
the Send system message by user link at the top of the page and
then select your users below. You may initiate and send system
messages as needed, while other email notifications are
automatically created and sent by the system based on specific
events.
Conclusion
In this lesson, you were provided with detailed information on the
user welcome email.
Describe the User Welcome Email
Knowledge Check
1. Describe the User Welcome Email tool.
2. True or false:
The Send User Welcome Email option us the only place where
you can send on-demand email notifications to your users.
Lesson 6: RESET USER ACCOUNTS

resetting user accounts. This is not applicable if your company
uses single sign-on.
Objectives
Reset user accounts
Reset User Accounts Overview

Resetting user accounts is only applicable if your companys
password policy setting is to allow your users a specific number of
unsuccessful login attempts before locking their account. The
system automatically locks the user account when the user
exceeds the number of allowable unsuccessful login attempts.
This means that once the account is locked, the user will not be
able to log in again until an admin resets the account. When you
reset an account, youre only reactivating the account so that the
user can log in again; no other changes are made.
Note: This is not applicable to companies using single sign-on.
Reset User Account
Under the Manage Employees section, click Reset User Account.
On the Resetting User Accounts page, select and enter search criteria to
search for the user whose account you want to reset and click Search
Users.
In the search results list, check the box for the user whose account you
want to reset.
Click Reset Selected Users.
Conclusion
resetting user accounts. Remember, this is not applicable if your
company uses single sign-on.
Reset user accounts
Knowledge Check
1. What happens when a user exceeds the number of allowable
unsuccessful login attempts?
Lesson 7: CHANGE USER EMAIL NOTIFICATIONS

modifying the email notifications option for users.
Objectives
Email Notifications Overview

If your companys policy and settings allow, users may choose to
not receive email notifications from SuccessFactors by navigating
to Options > Notifications (Figure 22).
Figure 22. User Notification Options

Note: This does not apply to system administrator emails, such as the
Employee Import Notification. Also, updates to Compensation ignore this
setting.
Users must keep in mind that by selecting No Email, they will not
receive any notifications at all from the system. At times, users
may forget they selected No Email in their Options and contact
the admin about not receiving any email notifications.
Change User Email Notifications
Select Change User Email Notification.
Search for the user. Listed users with a checked checkbox are currently
receiving notifications; those with an un-checked checkbox are not.
Check the checkbox in the Email Notification column.
Click Save The Setting to turn on email notifications for the selected
users.
Conclusion
This lesson provided detailed information on modifying the email
notifications option for users.
Knowledge Check
1. True or false:
Users must keep in mind that by selecting No Email, they will
not receive any notifications at all from the system. This
includes system administrator emails, such as the Employee
Import Notification.
Notes
Module 3:
Security
Administrators can set user permissions in SuccessFactors. In this
module, you will learn about the various levels of security in
SuccessFactors and how to administer permissions to your users.
You will also learn about granting administrative privileges and
managing proxies.
Note: This module focuses on SuccessFactors standard permission model. See
Role-Based Permissions for more information.
This module includes three lessons:
Lesson 8: Permissions Overview
Lesson 9: Administrative Privileges
Lesson 10: Proxy Management
OBJECTIVES
Describe permissions in SuccessFactors
Set default and individual user permissions
Grant administrative privileges
Identify users who can assign proxies
Manage proxies
Lesson 8: PERMISSIONS
permissions in SuccessFactors, including default user permissions
and individual user permissions.
Objectives
Identify typical default user permissions
Add and remove permissions
Set individual user permissions
Permissions Overview
There are several different types of permissions in SuccessFactors.
Permissions controlled by configuration include:
Form section visibility
Visibility of public versus private goals
Permissions that are controlled administratively include:
Goal plan access
Reporting
Administration
To set your user permissions, open the Administration Tools page

and locate the Set User Permissions option in the Manage
Employees section (Figure 23). Some module-specific permissions
are found within their module link in Admin Tools and not under
Set User Permissions.
Figure 23. Administration Tools: Set User Permissions
Permissions that are controlled administratively may be managed

using default user permissions or individual permissions.
Default User Permissions
Default user permissions apply to everybody in your company. All

current and future SuccessFactors users with active accounts are
members of the Default User group.
The Default User group is the one group to which every active
user must belong to be able to log in to SuccessFactors. This
group was defined when your system was implemented and all
active users are automatically included as members of this group.
Most of the time, you do not need to do anything to add users to
the Default User group.
The ability to log in and view the Home page is automatically
granted as a default user permission.
If you want users to have additional privileges, for example to see

their Goal Plans, you must grant additional default user permissions.
The default permissions you grant affects all current and future
employees, so make sure you grant only those features you want
everyone to access2.
Everyone in your system will be affected by what you set under
default user permissions. To see the default user permissions options,
click Set User Permissions and select Default User Permissions.
Figure 24. Default User Permissions Option

Important! Most of these settings are set during configuration and are not
likely to need any modification post Go Live.
On the Default User Permission Setting page, you will notice that
most checkboxes are not checked. Since this is the default setting
for permissions, anything selected is the default and will be
provided for all of your users:
Anything turned on/off here is turned on/off for everyone
Anything set here overrides individual settings
With the exception of reports, which only display to people with a line of sight managers and above or anyone with detailed
reporting rights, for instance.
Figure 25. Default User Permission Setting Page
Some typical default user permissions include permission to:
Create notes
View goal plans
Run reports
To revoke a permission you granted as default user permissions,

you must revoke them from the Default User Permissions Settings
page; you are not able to revoke these permissions from other
Administrator Tools pages.
After you make all your changes to the default user permission
settings, you must scroll to the bottom of the page and click Save
Settings.
Individual Permissions
You can set permissions for individual users above and beyond the
default user permissions, including:
Administrative privileges
Ad-hoc, spreadsheet, and classic reports
Human resources permissions
Permission to create forms
Module-specific permissions for Calibration, Succession,

Recruiting, etc.
Individual permissions are typically granted to system admins

and/or as HR personnel. Table 4 provides the recommended
additional privileges for system administrators and HR personnel.
Table 4. Recommended Privileges for System Administrators and HR
Personnel
Recommended Privileges
System Administrators
HR Personnel
Administrative privileges
Access to classic reports, spreadsheet reports,
ad-hoc reports and spotlight view reports
Optional: Proxy management
Human Resources privileges (relevant only if
HR is part of a performance form workflow
[route map]): Displays an additional HR inbox
where they can:
o Approve multiple forms at once
o Approve a single form
o Sort forms by due date
o View or work on a single form
Access to classic reports, spreadsheet reports,
ad-hoc reports and spotlight view reports
Optional: Proxy management
Note: Settings set under default user permissions override any individual
permissions you may set. If you do not intend for every user in the system to
have a particular permission setting, do not set that as default. Instead, set
that particular permission as an individual permission setting for the specific
user group.
Conclusion
This lesson provided you with detailed information on permissions
in SuccessFactors, including default user permissions and
individual user permissions.
Identify typical default user permissions
Add and remove permissions
Set individual user permissions
Knowledge Check
1. What are three examples of administratively-controlled
permissions?
2. Describe the difference between Default user permissions and

Individual user permissions.
Lesson 9: ADMINISTRATIVE PRIVILEGES

granting full and partial administrative privileges in
SuccessFactors.
Objectives
Grant administrative privileges
Grant Administrative Privileges

You can grant employees access to all or some of the
administrative features by granting full or partial administrative
privileges. For example, if your company has remote offices, you
can allow a regional on-site manager to reset employee passwords.
Administrative privileges are divided into groups of functional
tasks. Each permission group comprises individual administrative
permissions. You can grant administrative privileges for the entire
group of permissions to multiple employees, and then refine the
permissions by revoking individual permissions.
Recommendation: We recommend that you strictly limit the number of
administrators with full permissions; however, having at least two
administrators with full administrative permissions ensures you will always
have a backup administrator.
Employees with any administrative privileges will have the Admin

option in the Welcome message drop-down menu (Figure 26). The
Administrator Tools page show links only to the administrative
features for which the employee has permission. Remember, you
can only access pages which you have permission to access.
Figure 26. Admin Option
Administrative privileges are separated into groups. You can grant

all privileges from the group or expand the group and select
individual privileges from each group to assign. Permissions groups
include:
Manage Users
Managing Documents
Manage Security
Dashboards/Reports
Form Template Administration
Manage Objectives
Managing Competencies and

Skills
Manage Objective Execution
Managing Question Library
Managing Recruiting
System Properties
Managing Development
Position Management
Manage Calibration
Compensation Administration
API Tools
Variable Pay Administration
Grant Full Administrative Privileges
Under the Manage Employees section, click Set User Permissions.
Click Administrative Privileges.
Verify the Manage administrative security through individual users

option is selected at the top of the screen.
Search for the user whose permission you want to define.
In the search results, check the box next to the name of the user you
want to grant full administrative privileges.
In the Permission area, check the boxes to add the respective permission.
Click Save Admin Permission for Selected Users to save your settings.
Grant Partial Administrative Privileges
Click Administrative Privileges.
Verify the Manage administrative security through individual users

option is selected at the top of the screen.
Click the group name to display all options. For example, click Manage
Users to display all administrative privilege options.
Check or clear checkboxes for each permission.
Click the group name again to hide the detailed display. Note the
checkbox indicators as follows:
indicates no permission from the permission group is granted.
indicates partial permission from the permission group is granted.
indicates full permission from the permission group is granted.
Click Save Admin Permission for Selected Users.
Note: It is possible to restrict the target group that an administrator may act
on using a feature called Administrative Domains or Distributed Admin, which
is covered in the Advanced Administration workshop. Administrative Domains
may be applicable for administrators when you want to limit the population
on which an administrator can act. For example, you can set your
administrators in Asia to act only on users in Asia.
Conclusion
In this lesson, you were provided with detailed information on
granting full and partial administrative privileges in
SuccessFactors.
Grant full and partial administrative privileges
Knowledge Check
1. True or false:
It is recommend that you identify as many administrators as
possible with full permissions so that any admin may be able to
make changes at any time.
Lesson 10: PROXY MANAGEMENT

managing proxies in SuccessFactors.
Objectives
Describe the proxy feature in SuccessFactors
Identify those who can assign proxies
Assign proxies
Look up existing proxy assignments
Proxy Overview
The proxy feature allows an administrator to authorize an
employee to work in another users account. Assigning a proxy
grants an employee access to another employees account. For
example, if an employee will be unavailable or absent when a
form is due, a proxy can be assigned to complete the form on
his/her behalf.
Additionally, proxy is used heavily by administrators during the
testing phase for a new process cycle. This allows an
administrator to view how their changes impact forms, users, and
views by switching to other user accounts without logging in and
out.
Note: This proxy is separate from the proxy set in the SuccessFactors Learning
Management System (LMS). For more information on the proxy in the LMS,
refer to the LMS training.
The proxy is the employee acting on someones behalf; the

account holder is the employee on whose behalf the proxy is
acting. For instance, John will be on vacation and assigns Sarah to

act on his behalf. John is the account holder and Sarah is the
proxy. One or more proxies can be assigned to a single account,
and one employee can be assigned as a proxy for several accounts.
The proxy will be able to open, view, edit, and send any item in
the account as if he/she were that account holder. The audit trail
that automatically accompanies any action taken in
SuccessFactors will clearly state that the action was taken by the
proxy. (Audit trails are found within each module. For instance,
an audit trail of actions taken within a performance form is found
within the form itself.
To manage proxies, click Proxy Management under the Manage
Employees section (Figure 27).
Figure 27. Proxy Management
Several key points about proxy access:
The proxy remains assigned to an account until you or the

account holder removes the proxy
If you are using the proxy import tool, the proxy user will have
access to everything except private goals unless otherwise
specified.
Note: Additional details on the proxy import tool are discussed in the
Advanced Admin training.
Who Can Assign Proxies

Both administrators (with proxy management rights) and all
employees (if company settings allow) can assign proxies.
Typically, however, only administrators can control proxy
assignments.
As an administrator, you can assign and remove proxies for any
account, and you can allow other employees to assign proxies
through Company Settings. Employees will not be able to assign
proxies, even to their own accounts, unless permitted to do so in
Company Settings.
All employees, if allowed under Company Settings, may assign
proxies for their own account only.
How to Assign Proxies

You can assign individual proxies (assign one proxy at a time) or
assign multiple proxies at once. When assigning proxies, there are
a few things you need to consider:
The proxy will be able to open, view, edit, and send any item
in the account holders account
You can specify whether the proxy has access to the account
holders private goals
If multiple proxies are assigned to an account, all proxies can

edit data at the same time: in this case, the changes of the
last proxy to save the document overwrite changes of all other
proxies
A proxy remains assigned to an account until you or the

account holder removes him/her
The audit trail that automatically accompanies any action

taken in SuccessFactors will clearly indicate that the action
was taken by a proxy
If using the Proxy Import, the proxy user will have access to
everything except private goals unless otherwise specified
To start the process of assigning an individual proxy, click Proxy

Management in the Manage Employees section of Administrator
Tools. At the top of the Proxy Management page, you need to
identify the proxy and the account holder and then click Save to
grant the appropriate proxy rights (Figure 28).
Figure 28. Proxy Management: Make Assignments
Assign Individual Proxy
Under the Manage Employees section, click Proxy Management.
Enter the user name of the person you want to act as the proxy, or click
Find User to search for the proxys user name.
Enter the name of the account holder that the proxy will act on behalf of,
or click Find User to search for the account holders user name.
If you want to grant the proxy right to all the modules and tabs, check the
All Modules checkbox.
Or
Check the respective checkbox for each module/tab you want to grant the
proxy rights to.
Click Save.
Click OK to confirm your settings.
Look Up Existing Assignments

Once you have your proxy set up, you can also use the Proxy
Management page to find existing assignments (Figure 29).
Figure 29. Look Up Existing Assignments
You can find proxy assignments:
By Account holder: Use this option to find out who can act as a
proxy for a specific account holder
By Proxy: Use this option to find the accounts for which an

employee can act as a proxy
By running the Security Permission reports
Enter the user name in the textbox and click the respective
search button. For example, to find the proxy for Carla Grant, the
account holder, enter Carlas user name in the textbox and click
Search for Proxy (Figure 30).
Figure 30. Look Up Proxy for Account Holder
This is also where you need to go in order to remove proxies for

an account holder. Check the checkbox next to the proxy to
remove and click Delete.
Look Up and Remove Existing Proxies for

an Account Holder
Under the Manage Employees section, click Proxy Management.
Enter the user name of the account holder for whom you want to find
proxies.
Click Search for Proxy.
View the list of proxies for the selected account holder.
Check the box next to the proxy to remove.
Click Delete.
Click Save Proxy Settings at the bottom of the page.
Run and Access Security Permission Report
Select Security Permission Reports.
Check the boxes of the audits you want to review.

Note: You must run Administrative privileges separately from others.
Check the box next to the permission report to run. In this case, select
Proxy Management.
Click Submit. A confirmation displays at the bottom of the page.
To access the report, select Analytics from the

Home drop-down menu.
Select the Reporting tab at the top of the page.
Select Scheduled Reports from the left menu.
Note: The administrator must have reports access in order to access the Scheduled
Reports area. This can be granted either automatically by the default permissions if
the admin has some type of reporting Line of Sight (i.e., Manager or HR) or by
granting individual permission for the admin user account.
Conclusion
In this lesson, you will be provided with detailed information
managing proxies in SuccessFactors.
Describe the proxy feature in SuccessFactors
Identify those who can assign proxies
Assign proxies
Look up existing proxy assignments
Knowledge Check
1. What is a proxy and what is a proxy able to do?
2. True or false
No more than one proxy can be identified for an account
holder at a time.
Module 4:
Company Settings
There are a number of settings you can turn on and off for all
users on the system. In this module, you will learn how to
configure your SuccessFactors instance with company-specific
details including logo, color scheme, text for forms, and the
Welcome portlet.
This module includes seven lessons:
Lesson 11: Company System and Logo Settings
Lesson 12: Password Policy Settings (n/a for SSO)
Lesson 13: Email Notification Templates Settings
Lesson 14: Text Replacement and Company Dictionary
Lesson 15: To-Dos List
Lesson 16: Customize the Welcome Portlet
Lesson 17: Resources
OBJECTIVES
Configure company system and logo settings
Set password policy settings (not applicable for single sign-on)
Modify email notifications
Determine the colors and look of your SuccessFactors pages
Replace text/words that display on forms
Add words to the company dictionary
Manage the To-Dos List
Customize the Welcome portlet
Lesson 11: COMPANY SYSTEM AND LOGO SETTINGS

company system and logo settings in SuccessFactors.
Objectives
Add your company logo
Manage the colors and look of your SuccessFactors pages
Integrate SuccessFactors with Outlook calendar
Allow managers to access a documents revision history
Enable HTML email notifications
Enable the enhanced writing assistant UI
Disable proxy access for users without proxy rights
Show photos in the organization chart
Configure company-wide email settings
Show SuccessFactors provided content on your companyspecific login page
Company System and Logo Settings Overview

You can configure your instance of SuccessFactors with your
company system and logo. To access the settings page, click
Company Settings under the Company Processes & Cycles section
of the Administrator Tools page and select Company System and
Logo Settings (Figure 31).
Figure 31. Company System and Logo Settings
On the Company System and Logo Settings page (Figure 32), you
can make your various system configurations.
Figure 32. Company Logo/Company System Setting Page
Add Your Company Logo

You can set your SuccessFactors instance to display your company
logo on the login page and at the top of each form. Your logo
must be posted on a Web server for access.
We recommend that you have your logo hosted on SuccessFactors
servers to ensure a secure and consistent environment; however
you can reference a logo from any Web server open to the public.
Note: It is possible your logo was posted as part of the implementation
Contact Customer Success to help you determine the best place to reference
your company logo based on your business needs
For best results, we recommend your logo be prepared as follows:
File format: Transparent GIF
Dimensions: Pixels: 170 wide x 60 high
Color mode: RGB
Figure 33. Add Company Logo
Add Company Logo
Under the Company Processes & Cycles section, click Company Settings.
Select Company System and Logo Settings.
In the URL of the Company Logo field, enter the absolute URL of your
logo file. For example, www.MyCompany.com/LogoFiles/NewLogo.gif
Click Set Company Logo URL.

Note: To verify the change, log out of SuccessFactors, then log back in. You may
have to close, then open a new browser window to see the change.
Return to Company System and Logo Settings.
Theme Manager
Themes determine the colors and look of your SuccessFactors
pages. Click Company Settings and select Theme Manager
(Figure 34).
Figure 34. Company Settings > Theme Manager
The Theme Manager lists all of your themes (Figure 35). The
theme marked as Viewable is the one thats currently shown to
your employees. You can change themes as often as you like.
Click Apply to save your changes.
Figure 35. Manage Themes Page
Create New Theme
Select Theme Manager.
Click Create a new theme.
Enter a name for the new theme.
Enter a description for the theme.
Select an option from the Load a base

theme drop-down menu.
Click Yes to continue.
Click Save.
Click Try it out to change the theme of your instance.
Click Revert to revert back to the previous theme of your SuccessFactors

instance.
Integrate with Outlook Calendar

When you integrate SuccessFactors with the Outlook Calendar, it
allows users to add reminders associated with goals and forms to
their Outlook calendar.
Note: Currently, only Outlook integration is supported. You may try it with
other mail and calendar programs, but if it doesnt work as expected, you
should turn it off.
When this option is turned on, the Outlook Calendar icon displays
in the Action column of each goal and in the toolbar of each form
(Figure 36).
Figure 36. Outlook Icon in Goal Action Column and in Form Toolbar
When you click the Add to Outlook icon, the File Download popup window displays (Figure 37). Click OK to start the new Outlook
reminder.
Figure 37. File Download Pop-up Window
In the Outlook appointment window (Figure 38), the start and end
times are based on the due date of the goal/form. Edit the details
of the appointment as needed and add a reminder alarm if
necessary. Click Save & Close to save and close the reminder and
add it to your Outlook calendar.
Figure 38. Outlook Appointment
Allow Manager Access to a Documents Revision

History
As forms are modified and moved through the workflow in
SuccessFactors, an audit trail is created. With this option selected,
only the manager can view the FULL history of changes of the form,
and employees are only able to see the history of their own changes.
To allow the employee (and others) to view the full audit history,
another Company Setting must be selected. Click Company
Settings and select Company Setting and Logo Settings. Locate
the Everyone can access the revision history of the document
option and verify the checkbox is checked to set the system to
allow all employees access to a documents revision history
(Figure 39). Then, scroll to the bottom of the page and click Save
Company System Setting to save your changes.
Figure 39. Allow Access to Document Revision History
Enable HTML Email Notifications

Enabling HTML email notifications allows SuccessFactors to send
formatted messages to users. This message is also sent in Plain
Text so it can be read by mobile users or by users who have not
allowed HTML messages. To enable HTML email notifications,
verify the Enable HTML email notifications checkbox is checked.
Enable the Enhanced Writing Assistant UI

The enhanced writing assistant UI setting is typically turned on by
default for all users. This is a tool in SuccessFactors that assists
users with helpful text that could be placed in the review form
(Figure 40).
Note: V10 is a previous version of SuccessFactors and the enhanced Writing
Assistant is available to those still using this version
Figure 40. Enhanced Writing Assistant
Disable Proxy Access for Users without Proxy

Rights
Earlier in this session, we discussed proxy management and that
the vast majority of companies set the admins as the only ones
who can grant proxy rights. In other words, users are not enables
to assign their own proxies; however, there may be a few cases
when users would be required to assign their own proxies.
If your company chooses to only let administrators make proxy
assignments, this option should be selected.
If you wish to allow users to assign their own proxies, leave this
unchecked. That is, users will be able to assign their own proxies.
Show Photos in the Organization Chart

If you check the Show photo in org chart checkbox, then images
can be displayed in the organization chart (Figure 41).
Figure 41. Photos in Org Chart
Configure Company-wide Email Settings

This option allows a company-wide setting on whether users will
receive email notifications. If the checkbox is checked, then all users
will receive email on all workflow related process. That is, selecting
this option prevents users from choosing whether or not they receive
email notifications from SuccessFactors. If not checked, then each
user has an option to turn notifications on or off (Figure 42).
Figure 42. Option for Company-wide Email Setting
Show SuccessFactors Provided Content on your

Company-specific Login Page
When this option is selected (Figure 43), you will see SuccessFactors
content on your login page. If this option is not selected, you see
your logo and SuccessFactors content is removed.
Figure 43. Option to Show SuccessFactors Content on Login Page Option
Set Company System Settings
Select Company System and Logo Settings.
Verify the following settings are turned on:
Outlook integration
Manager can access document revision history
HTML email notifications
Enhanced writing assistant UI
Verify the following settings are turned off:
Everyones access to document revision history
Display writing assistant with emoticons
Show photo in org chart
Turn off SuccessFactors provided content on the login page.
Click Save Company System Setting.
Log out of SuccessFactors to see the login page.
To compare, log back in to SuccessFactors and turn on SuccessFactors

provided content on the login page.
Click Save Company System Setting.
Log out of SuccessFactors to see the difference on the login page.
Conclusion
This lesson provided detailed information on company system and
logo settings in SuccessFactors.
Add your company logo
Integrate SuccessFactors with Outlook calendar
Allow managers to access a documents revision history
Enable HTML email notifications
Enable the enhanced writing assistant UI
Disable proxy access for users without proxy rights
Show photos in the organization chart
Configure company-wide email settings
Show SuccessFactors provided content on your companyspecific login page
Knowledge Check
1. Describe the writing assistant UI setting.
2. For best results, what are the recommendations on how to

prepare your logo file?
Lesson 12: PASSWORD POLICY SETTINGS (N/A FOR SSO)

password policy settings in SuccessFactors.
Note: Password policy settings do not apply to customers who use single signon (SSO). SuccessFactors provides many types of single sign-on methods. If you
choose to implement using SSO, please discuss with your Professional Services
Consultant.
Objectives
Set your companys password policy settings in SuccessFactors
Password Policy Settings Overview

If your company does not utilize SSO, your users are required to
enter their user name and password credentials each time they
log in to SuccessFactors.
Password policies are typically set in conjunction with your
companys IT group to ensure requirements are met. To access
the Password Policy Settings page, click Company Settings under
the Company Processes & Cycles section and select Password
Policy Settings (Figure 44).
Figure 44. Password Policy Settings Option
The settings on the Password Policy Settings page (Figure 45)

apply to all employees logging in to SuccessFactors. On this page,
you can set minimum and maximum password length, password
age, maximum of unsuccessful login attempts before being locked
out, and the forget password feature for users. After you make
your changes, scroll to the bottom of the page and click Set
Password Policy to save.
Figure 45. Password Policy Settings
To set the number of allowable failed login attempts, locate the

Maximum Successive Failed Login Attempts setting and enter the
number of allowable failed login attempts in the textbox. Click
Set Password Policy to save your setting (Figure 46). Enter zero
(0) to disable this option.
Figure 46. Password Policy Settings: Maximum Successive Failed Login

Attempts
Conclusion
password policy settings in SuccessFactors.
Set your companys password policy settings in SuccessFactors
Keep in mind that password policy settings do not apply to

customers who use single sign-on (SSO). SuccessFactors provides
many types of single sign-on methods. If you choose to implement
using SSO, please discuss with your Professional Services
Consultant.
Knowledge Check
1. List some settings you can set on the Password Policy Settings
page.
Lesson 13: EMAIL NOTIFICATION TEMPLATES SETTINGS

email notification templates.
Objectives
Turn on/off specific email notifications
Customize email notification templates
Email Notification Templates Overview

As previously mentioned, the vast majority of the email
notifications sent from SuccessFactors are trigger-based. That is,
they are automatically sent to employees every time a specified
event or change occurs. The one exception is the User Welcome
Email notification.
Admins navigate to the Email Notification Templates page to set
the content of the email templates. SuccessFactors provides the
text for all email notifications in templates that you may use. You
can modify the text of many, but not all, templates. For example,
you can modify the content of late notices, but not the content of
system progress notifications.
Turn Specific Notifications On/Off
Click E-Mail Notification Templates Settings.
Select the checkbox(es) next to the notifications you wish to turn on.
De-select (un-check) the checkbox(es) next to the notifications you wish

to turn off.
Scroll down to the bottom of the list and click Save Notification Settings.
Customize Email Notification Templates
From the list of email notification templates, search for and locate the
notification you want to set.
Click the email notification title

link. In this example, click
Document Creation Notification.
Scroll down to the bottom of the page to the customize email.
Note: The content of the selected notification displays at the bottom or right
side of the page.
Change the content of the email:
Type your text in the Email Subject field; you can use variables
The Email Subject field must contain text, it can't be blank
Type your text in the Email Body field; you can use variables
Note: Email notification text should always be general as it is not step specific.
Click Save Changes.
Conclusion
This lesson provided information on email notification templates.
Turn on/off specific email notifications
Customize email notification templates
Lesson 14: TEXT REPLACEMENT AND COMPANY DICTIONARY

the text replacement tool and company dictionary in
SuccessFactors.
Objectives
Configure replacement text for system default text
Update and modify terms in the company dictionary
Text Replacement Overview

Depending on your company's culture, you may have companyspecific and preferred terms for some of the words used in
SuccessFactors, such as Reject and Employee. These words display
on goal plans, forms, and in the instructions for routing forms.
You can replace these words with terms that are more familiar to
your users or your company culture. Under the Company Processes
& Cycles section, click Company Settings and select Text
Replacement (Figure 47).
Figure 47. Text Replacement
Notice the multiple versions of the same word. That is because

the system must capture all possible versions (present tense, past
tense, singular, plural, etc.) of the text in order to properly
replace all instances of the text. Make sure you enter the
appropriate version of the text to be replaced in the Replace
With Text field. Leave the text field blank to use the default
text. When you are finished replacing text, click Save.
Replace Text
Select Text Replacement.
Modify all instances of Manager to Supervisor.

Note: Watch the case and replace both, such as Reject with Decline, and reject
with decline
Modify all instances of Reject to Send Back for Edits.
Click Save.
Company Dictionary Overview

The Company Dictionary allows you to add words that are
particular to your company, such as your company name, names
of your companys products, and other specific terms. When you
run the system spell checker (if the spell checker function is
turned on in your instance), those terms will not be flagged as
incorrect. You can add and/or remove words one at a time or in
bulk using a text file.
Under the Company Processes & Cycles section, click Company
Settings and select Company Dictionary (Figure 48).
Figure 48. Manage Company Dictionary
You can also add/remove words from your company dictionary in

bulk. Download your Company Dictionary file, modify the words
included in the dictionary, and then import the updated file.
In addition to the Company Dictionary, SuccessFactors also has a
Legal Scan Library to which you can also add terms. This tool
accompanies the spell checker and checks text for any potentially
offensive language. Any questionable language will be flagged,
not replaced.
Update Company Dictionary
Select Company Dictionary.
Select the Add or Remove a Word radio button.
Add the following terms to the dictionary:
SuccessFactors
BizX
Click Add.
Click Done.
Download Your Company Dictionary
Access the Manage Company Dictionary page and click the Download
Company Dictionary File radio button.
Click Download.
Select to open or save the file:
If you open the file directly from the export/extract, it displays in

Notepad
If you save the file, you can open it from Word or Notepad
Extract the document from the zip file.
If you simply wish to review the contents of your dictionary, stop here.
To make changes to your Dictionary file, continue with the next step.
Make any changes to the file. When adding, remember to add both the
plural and possessive forms of the entry where appropriate.
Save the file as a .txt (plain text) file.
Import Your Company Dictionary
Access the Manage Company Dictionary page.
Click the Import a word list(words separated by newlines) File radio

button.
Click Browse to locate the .txt file.
Click Import. A confirmation message displays.
Legal Scan Library
Select Legal Scan Library.
Select your locale from the drop-down menu.
Enter your text in the Your Text field.
Click Search to verify the term entered is/is not currently in the legal
library.
If not, enter your suggestions into the Suggestions text field.
Click Save entire form.
Conclusion
text replacement tool and company dictionary in SuccessFactors.
Configure replacement text for system default text
Update and modify terms in the company dictionary
Knowledge Check
1. Describe the Company Dictionary and its function.
Lesson 15: TO-DOS LIST

In this lesson, you will be provided with information on the To-Dos
List and how to add supplemental to-dos to the list.
Objectives
Describe the To-Dos List
Add additional items to the To-Dos List
To-Dos List Overview

All users who log in to SuccessFactors land on the Home page,
which displays the system Welcome message and the users ToDos list. When logging in as an admin, however, some admin-only
options also display on the Home page, such as To-Do Admin and
the edit Welcome message icon (Figure 49).
Figure 49. Home Page: Additional Admin Options
Lets take a look at the To-Dos list. To-Dos list items come from
two sources: Form route map steps and supplemental items added
by the administrator.
To-Dos list shows tasks as follows:
Pending tasks starting a certain time before they are due

(configurable)
Completed within the last specific number of days

(configurable)
All tasks without due dates
As an admin, you can also add supplemental To-Dos to the list.

Click To-Do Admin to display the To-Do List Manager page
(Figure 50).
Figure 50. To-Do List Manager
Add Supplemental To-Dos to List
Log in to SuccessFactors.
Verify you are on the Home page.
Click the To-Do Admin link located to the right side of the To-Dos List
table header row.
If necessary, click Create List.
If a new list is not necessary, click the link of an existing list from the List
Name table and skip to step 7.
In the List Name field, type the name for the template. This name is for
your reference only and not visible to users.
In the Tasks row, click Add.
Select an option from the Category drop-down menu.
In the To-Do Item field, type the name of the task. This is the name that
users see in the To-Dos list. For the task to display in a language other
than US English, type the task name in that language.
(Optional) Specify a due date for the task.

Tasks display in the To-Dos list even if you don't specify a due date.
Click Save.
Conclusion
You were provided with information on the To-Dos List and how to
add supplemental to-dos to the list.
Describe the To-Dos List
Add additional items to the To-Dos List
Knowledge Check
1. What are the four ways in which tasks are shown on the To-Dos
list?
Lesson 16: CUSTOMIZE THE WELCOME PORTLET

In this lesson, you will be provided with information customizing
the Welcome portlet.
Objectives
Describe the Welcome portlet
Configure the Welcome portlet
Access SuccessFactors Resources
Welcome Portlet Overview

The Welcome portlet, located to the right of the To-Dos list on
the Home Page, may be used for notices and communications. It
may be customized at any time, but it cannot be customized by
department or regionall employees see the same Welcome
portlet (Figure 51).
Figure 51. Welcome Portlet
To configure the Welcome portlet:

1. Click the edit icon (
) to display the edit page (Figure 52).
Figure 52. Edit Welcome Portlet
2. (Optional) To edit the page in a language other than US English,

select the language from the Change Language drop-down
menu.
3. Do one of the following:
Select the text you want and replace it with new text
Select the text and click one of the format toolbar buttons
4. Click Done.
Add a Link to Welcome Portlet
Log in to SuccessFactors.
Click the edit Welcome portlet icon.
Select the text or image you want to link.
Click the Link icon (
).
In the URL field, type the full URL of the link.
Select the type that matches the URL you want to use from the Type
drop-down menu.
(Optional) Select the Target tab.

To open the link in a new window, select New Window (_blank).
Click OK.
Click Done.
Resources
The Resources option can be found in the Company Info section.
Select Company Info from the Home drop-down menu (Figure 53).
Figure 53. Company Info > Resources
Similar to how you edit the Welcome portlet, click the edit icon
to edit the content for Resources.
Conclusion
In this lesson, you were provided with information to customize
the Welcome portlet.
Describe the Welcome portlet
Configure the Welcome portlet
Access SuccessFactors Resources
Knowledge Check
1. What is the purpose of the Welcome portlet?
2. True or false:
The Welcome portlet can be customized by department and/or
region.
Module 5:
Overview of SuccessFactors
Product Bundles
This course provided the foundation you need to administer the
other SuccessFactors products more effectively and efficiently.
This section provides an overview of the SuccessFactors products.
BIZX PLATFORM
SuccessFactors Business Execution (BizX) Platform provides a
foundation for talent management and strategic human resources
management. It contains a core set of functionality that is
common across the entire SuccessFactors BizX software suite.
Companies can ensure a comprehensive view of employee skill
sets, expertise, experience, and career interests. People can
easily find the expertise they need, and leverage social
collaboration to work together virtually. The BizX Platform
includes Employee Profile, Reporting and Talent Insights, basic
Jam, and admin training from Success Academy (which you just
completed).
PERFORMANCE AND GOALS

The Performance and Goals provides capabilities such as
performance management, goals management 360 multi-rater
assessments, stack ranker, and calibration. They ensure aligned,
clear goals and objectives, and accurate talent assessment.
With SuccessFactors Performance & Goals, youll be able to

clearly and objectively:
Help employees and managers align individual goals to

company business objectives.
Deliver meaningful reviews to ensure employee engagement

and retention.
Calibrate performance by providing objective ratings across

even the largest company.
Develop employees and help managers provide meaningful

feedback and coaching.
Cultivate leaders and clearly identify not just high performers

but potential future leaders.
COMPENSATION
SuccessFactors Compensation provides capabilities such as
compensation, variable pay, and calibration. It assures
compensation professionals that rewards are not just calculated
correctly, but fairly to help retain top performers. Plus,
compensation data can be combined with additional business data
for comprehensive compensation insight.
SuccessFactors Compensation delivers and ensures:
Simplified, more accurate compensation management.

Intuitive, highly configurable base salary and variable pay
(bonus, stock, equity) processes with defined, streamlined
workflows.
Calibration with Performance Management to ensure fairness

and employee retention. Integrated with the BizX suite,
performance data is calibrated across the company and

seamlessly used with SuccessFactors Compensation.
Insight for total compensation analysis. Pre-built reports and

dashboards for budget rollups, exceptions, legal compliance,
employee details and perform-and-reward analysis. Plus,
compensation data can be combined with other business data
for more comprehensive insight.
Assurance that budgets are used wisely. Automated monitoring

of compliance with variable pay guidelines, keeps payouts in
line with budgets. Plus, save time as bonus and merit
recommendations are automated from employee performance
data. Run "what-if" scenarios to instantly see how increasing
merit pay to top performers will impact budgets.
Significantly reduced risk with improved audit compliance.

Data for audits is automatically stored, greatly reducing this
burden for compensation administrators.
SUCCESSION AND DEVELOPMENT

The Succession and Development bundle includes Succession,
Career and Development Planning, and Calibration.
Building and developing bench strength is a key element of how
businesses prepare themselves for real results. You need to be
able to proactively plan for company change, and balance that
with the ambitions of the employee. If necessary, you should be
able to turn on a dime and quickly reshuffle talent when a new
business opportunity arises or a key player suddenly departs.
SuccessFactors Succession and Development helps identify,

develop, and retain talent at every level of your company.
Use the succession application to map every staffing move
across teams or across the world. Plus, take action by creating
new department hiring plans, create new development plans to
address gaps all while providing employees with greater
visibility into the future of their careers.
Succession planning provides proactive identification of your goto employees. Using this information, you can develop them for
upcoming job transitions without losing your valuable internal
knowledge base.
LEARNING
As an integrated part of the BizX Suite, SuccessFactors transforms
how the workforce learns by combining formal, social, and
extended learning together with unprecedented content
management, reporting, and analytics. SuccessFactors Learning
also supports mobile devices ensuring a convenient and easy
way to deliver and administer learning on-the-go.
The result is improved performance and learning that is easily
verifiable. With SuccessFactors Learning, HR and learning leaders
can:
Align business goals with individual employee learning and

development so everyone is working on the right things.
Efficiently manage learning resources. House all learning

activities in a single location, reducing administrative and
training costs, and creating greater visibility and control.
Accelerate performance by blending formal and informal

learning, powered by SuccessFactors Jam, to increase
retention and accelerate performance.
Link learning activities to business results. SuccessFactors

provides learning metrics that leverage learning data with
additional talent and business data.
Ensure compliance. Track, train, and automate the

certification and training assignment process.
Significantly improve content administration and delivery.

SuccessFactors unique iContent, Content-as-a-Service,
removes the burden of online content management, reduces
costs, and increases efficiency.
RECRUITING
SuccessFactors Recruiting is the solution that improves the ability
to identify, attract, and engage the right candidates, with a
complete Recruiting Management solution to improve the ability
to select and hire the best candidates faster. This creates the
only complete Recruiting Execution (Rx) solution that will take
your hiring to the next level.
SuccessFactors Recruiting allows you to:
Take control of social networks, search engines, and mobile

devices. You need help posting to the right mix of channels.
And you need robust sourcing analytics to see exactly how
each of those channels performs, so you can invest accordingly.
Initiate relationships and systematically maintain contact with

candidates, much as you would engage with customers as part
of any marking strategy.
Improve the effectiveness of your talent selection process with

objective decisions that are both collaborative and fast. And
because youre focused on business execution, you need to be
sure that your talent selection fits in with your overall talent
and business strategy.
Provide the critical effective onboarding process. Make sure

the process starts before day one, with online forms and
workflow, and then immediately engage your new hires and
make them productive by automatically connecting them to
the people and resources they need.
PREMIER JAM
Jam is the social collaboration software in SuccessFactors that is
available to all customers. It connects social networking to the
enterprise, allowing employees and partners to collaborate on
projects, learn, and innovate together.
Jam provides features such as polls, activity feeds, video and
document sharing and versioning, blogs, wikis, and public and
private groups to help your employees quickly connect to create
and share critical information. With Jams integration with the
mobile BizX application, your employees can stay connected with
one another anytime, anywhere.
WORKFORCE ANALYTICS
Workforce Analytics informs workforce decisions by helping
companies understand what matters to the business, how theyre
doing, where the issues are, and what to do about it. Answers to
these questions provide companies with the ability to act with
confidence when driving their strategic workforce initiatives.
SuccessFactors Workforce Analytics provides you with the solid
evidence you need to drive business decisions with impact:
Built for business execution. Fully integrated with

SuccessFactors, Workforce Analytics provides companies with a
more complete picture of their workforce. All the insights and
tools you need to take action are centralized for easy access
and review.
Expertise built in. SuccessFactors provides a reliable data

foundation including the most trusted standard for workforce
metrics and benchmarks and the tools that make everyone
novice users, executives, and analytics gurussuccessful.
WORKFORCE PLANNING
SuccessFactors Workforce Planning helps ensure you have the
right people with the right skills at the right time and cost to
execute on corporate strategy now and in the future.
Built for business execution. Delivers fact-based decisions that

improve short- and long-term recruiting, succession, learning,
development, and other workforce initiatives.
Expertise built in. With more than 30 years of expertise in

defining, integrating and interpreting workforce information,
designing workforce plans and developing strategic

interventions, SuccessFactors has built their proven
methodology and strategy bank right into the technology.
Access to expert community. SuccessFactors consultants have

proven excellence in workforce planning and are available to
share best practices from hundreds of customers to accelerate
your success. Customers join an active community of their
peers to learn from each other and share their experiences.
EMPLOYEE CENTRAL
SuccessFactors Employee Central provides one comprehensive
core HR functionality, and:
Is one core global system-of-record. Effective-dated job, pay,

and company data across geographies, cost centers, legal
entities, and employee types.
Integrates with talent. Make informed talent decisions based

upon a complete picture of your employees that combines your
core HR, talent and employee data in one location.
Powerful workforce analytics and planning. Integrate

workforce data with financial data from external systems. Use
metrics to know what to measure, benchmarks to show how
youre doing and identify gaps that thwart your business goals.
Collaboration. Put the wealth of employee talent, HR, and

profile data to work by enabling employees to connect and
share knowledge driving real achievement of your business
goals.
Usability. Employee Central provides simple and relevant user

experience so everyone in your company, including managers,
executives, employees, and HR personnel will use it daily.
Continuous innovation. Cloud-delivery ensures continuous

enhancements with no additional cost or disruption to your
company.
Integration. Seamless integration of Employee Central with all

on-premise and cloud applications including ERP, payroll, time
and benefits solutions. The cloud-based integration platform,
along with partnerships with payroll vendors ensures rapid,
scalable, and cost-effective integration.
Notes

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SuccessFactors, An SAP Company

Exporting the Current Data ................................................... 2-6

Conclusion ....................................................................... 3-7

Conclusion ...................................................................... 4-18

Compensation ........................................................................... 5-2

COURSE OBJECTIVES AND GOALS

Manage data and user records

Set system security

Determine company settings

Identify other SuccessFactors products

Throughout this course, you will be asked to refer to this guide to

TARGET AUDIENCE AND AGENDA

Module 1: General Tasks for Administrators

Module 2: Managing Data and User Records

Module 4: Company Settings

Module 5: Overview of SuccessFactors Product Bundles

USING THIS GUIDE

Figure 1. Admin Resources

SuccessFactors, Inc. website: http://www.successfactors.com

Task-specific job aids

SuccessFactors monthly newsletter

For more information about other courses and registration,

Lesson 1: Getting Started

Lesson 2: Accessing and Navigating SuccessFactors Learning

Identify the roles and responsibilities of the SuccessFactors

Access and navigate SuccessFactors as an administrator

Define terms that are specific to the SuccessFactors system

Lesson 1: SUCCESSFACTORS ADMINISTRATORS OVERVIEW

Describe your role as an admin of SuccessFactors

Identify admin responsibilities

Oversee the daily management of the SuccessFactors system

Configure and implement system features

Customize the environment to reflect and communicate your

As an admin, much of your responsibilities revolve around

Your Role as an Administrator

Serve as primary contact between system users

Describe your role as an admin of SuccessFactors

Identify admin responsibilities

Lesson 2: ACCESSING AND NAVIGATING SUCCESSFACTORS

List and define SuccessFactors terms and definitions

Access SuccessFactors as an admin

SuccessFactors Home Page

Figure 2. Home Page

The To-Dos List (Figure 3) centralizes all the tasks to be completed.

Figure 3. To-Dos List

As an administrator, you can also manage your To-Dos List and

Figure 4. To-Do List Manager

Portlets display information on the right side of the Home page.

Figure 5. Portlets on Home Page

Menu options are available in a drop-down

Options allow users to manage their

Figure 7. User System Options

menu (Figure 7).

You can set a number of your individual options on the Options

Changing your password (if applicable: not applicable if your

Selecting your security questions (if applicable: only if the

Indicating whether to receive notifications from the system (if

Changing your language preference (if applicable: only applies

Assigning/becoming a proxy (if applicable: you can assign

Creating groups (If applicable: only applied to organizations