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E-raamat: SAP SuccessFactors Talent: Volume 2: A Complete Guide to Configuration, Administration, and Best Practices: Succession and Development

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  • Formaat: PDF+DRM
  • Ilmumisaeg: 26-Apr-2021
  • Kirjastus: APress
  • Keel: eng
  • ISBN-13: 9781484269954
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SAP SuccessFactors Talent: Volume 2: A Complete Guide to Configuration, Administration, and Best Practices: Succession and DevelopmentSuurem pilt
  • Formaat: PDF+DRM
  • Ilmumisaeg: 26-Apr-2021
  • Kirjastus: APress
  • Keel: eng
  • ISBN-13: 9781484269954
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Take an in-depth look at SAP SuccessFactors talent modules with this complete guide to configuration, administration, and best practices. This two-volume series follows a logical progression of SAP SuccessFactors modules that should be configured to complete a comprehensive talent management solution. The authors walk you through fully functional simple implementations in the primary chapters for each module before diving into advanced topics in subsequent chapters. 

In volume 2, you will explore the development module in three more chapters by learning to configure and use development plans, career worksheets, and mentoring. Then, the book examines succession management, covering topics such as configuring, administering, and using the 9-box, the Talent Review form, nominations, succession org charts, talent pools, and succession presentations. The authors then sum up with a review of what you learned and final conclusions. 

Within each topic, the book touches on the integration points with other modules as well as internationalization. The authors also provide recommendations and insights from real world experience. Having finished the book, you will have an understanding of what comprises a complete SAP SuccessFactors talent management solution and how to configure, administer, and use each module within it.


What You Will Learn
  • Work with the career worksheet
  • Build mentoring into your SAP SuccessFactors solution
  • Display and update relevant talent data in a succession org chart

Who This Book Is For

Implementation partners and customers who are project managers, configuration specialists, analysts, or system administrators.
About the Authors xi
About the Technical Reviewer xiii
Introduction xv
Chapter 1 Development Plans
1(86)
Goal Plans vs. Development Plans
2(1)
Basic Configuration of Development Plans
3(1)
Provisioning Configuration Prerequisites
3(4)
Assign Permissions to Configure and Administer Career Development Planning
7(2)
Primary Configuration of Development Goal Management
9(11)
Assigning Development Plan Permissions to End Users
20(1)
Access to the Development Tab
21(1)
Access to Development Plans
21(2)
Role-Based Permissions for Learning
23(1)
Manager and HR Manager Reporting Role-Based Permissions
23(1)
Role-Based Permissions to View Others' Plans
24(1)
Basic Development Plan Features Requiring XML Configuration
25(1)
Downloading, Editing, and Uploading the XML
26(1)
Development Plan Template XML
27(18)
Learning Activities XML
45(6)
Setup for the Development Goals Portlet to Appear in People Profile
51(2)
Development Portlet Setup in People Profile
53(3)
Importing Development Goals
56(8)
Using Career Development from the Employee Perspective
64(14)
Using Career Development from a Manager's Perspective
78(1)
Reporting: Standard Reports
79(1)
Reporting: Ad Hoc Reports
80(2)
Additional Uses for Development Plans
82(1)
Integration with Performance Management Forms
83(1)
Development Plan Integration with 360 Forms
83(1)
Development Plan Integration with Calibration
83(1)
Career Development Plan Integration with Succession
84(1)
Development Goals Tied to Competencies in Career Worksheet
85(1)
Conclusion
85(2)
Chapter 2 Configuring Career Worksheets
87(72)
What Is a Career Worksheet?
87(2)
Provisioning Settings
89(1)
Company Settings to Enable
90(1)
Career Worksheet XML
91(10)
Permissions on the Career Worksheet Template XML
101(3)
Template Fields on the Career Worksheet XML
104(3)
Adding a Development Goal to a Targeted Job Role Competency
107(4)
Role-Based Permissions for Career Worksheet and Career Path
111(1)
Assigning Permissions to Configure and Administer Career Worksheet
112(6)
Career Worksheet Setup
118(1)
People Profile Update
118(3)
Role Competency Expected Ratings
121(5)
Mass Update of Job Role Competencies
126(6)
Manage Career Paths
132(17)
Suggested Roles
149(4)
Role Readiness Assessment Form
153(1)
Creating a Deep Link to My Current Roles on the Career Worksheet
154(2)
Recap
156(1)
Career Worksheet Integration with Suggested Successors in the Succession Org Chart
156(2)
Career Explorer
158(1)
Conclusion
158(1)
Chapter 3 Using Career Worksheet
159(62)
Role-Based Permissions for User Roles
160(1)
Career Worksheet Permission
160(2)
Career Worksheet Template Access
162(1)
Career Path Permission
163(4)
Employee Permissions for Role Readiness
167(1)
Reporting Permissions for Manager and HR Manager Roles
168(2)
Career Worksheet Features Available to an Employee
170(1)
Using Career Worksheet
170(1)
My Job Roles
171(1)
My Current Roles Tab
172(7)
Job Roles I'm Considering
179(20)
Role Readiness Assessment
199(5)
Role Readiness Assessment for the Current Role
204(3)
Deep Link to My Current Roles on the Career Worksheet
207(2)
Manager View of Career Worksheet
209(3)
Career Worksheet Reporting
212(1)
Ad Hoc Reporting
212(2)
Dashboard
214(4)
Career Explorer
218(1)
Conclusion
219(2)
Chapter 4 Mentoring
221(68)
Overview of the Mentoring Process
221(1)
Provisioning Setup
222(1)
Mentoring Settings
223(1)
Additional Options to Enable
223(1)
Role-Based Permissions
224(1)
Mentoring Administrator Role
224(1)
Mentoring Participant Role
224(2)
Picklists
226(1)
Mentoring Program Types
227(1)
Custom Programs
228(1)
Mentoring Admin Functions
229(1)
Mentoring Program Settings
230(5)
Program Overview Page for Admins
235(1)
Creating a New Mentoring Program
236(13)
Open Enrollment Programs
249(2)
Creating Supervised and Unsupervised Mentoring Programs
251(3)
Unsupervised Mentoring Programs
254(1)
Managing Programs
255(1)
Admin Matches
256(1)
Matching Program for Supervised Programs
257(3)
User Access to Mentoring
260(1)
Mentor Sign-Up
261(4)
Unique to Open Enrollment Mentor Sign-Up
265(2)
Mentee Sign-Up
267(1)
Sign-Up Dates for Mentees
268(4)
Mentor Approval
272(3)
Mentor and Mentee Functionality When the Program Starts
275(3)
High-Level Steps for Supervised Programs
278(1)
High-Level Steps for Unsupervised Programs
279(2)
High-Level Steps for Open Enrollment Programs
281(2)
E-mail Notifications
283(2)
Ad Hoc Reporting
285(2)
Conclusion
287(2)
Chapter 5 Succession Management Intro, 9-Box, and Talent Review Forms
289(40)
Basic Settings
291(1)
9-Box or Matrix Grid
292(2)
Prerequisites for Configuring the Matrix Grid
294(4)
Matrix Grid Configuration
298(17)
Running and Using the Matrix Grid Reports
315(6)
Talent Review Form
321(1)
Prerequisites for Configuring the Talent Review Form
322(1)
Configuring the Talent Review Form
322(3)
Launching and Managing the Talent Review Form Process
325(1)
Using the Talent Review Form as an End User
325(2)
Optional Calibration Step
327(1)
Conclusion
328(1)
Chapter 6 Core Succession Management
329(40)
Talent Cards
329(1)
Prerequisites for Configuring Talent Cards
329(1)
Configuring Talent Cards
330(6)
Viewing Talent Cards as an End User
336(2)
Nomination Configuration
338(1)
Understanding Nomination Methods
338(1)
Choose a Nomination Method and Activate Reporting
339(1)
Readiness Rating Scale
340(1)
Nomination Setup Screen
341(2)
Succession Org Chart
343(1)
Prerequisites for Configuring and Using the Succession Org Chart
344(1)
Load MDF Position Data
345(2)
Configure the Succession Org Chart
347(10)
Load Legacy Successor Data
357(2)
Set Up End User Permissions
359(3)
Using the Succession Org Chart
362(5)
Conclusion
367(2)
Chapter 7 Succession Management Additional Features
369(48)
Talent Search
369(1)
Prerequisites for Configuring Talent Search
369(3)
Configuring Talent Search
372(3)
Running Talent Search
375(5)
Talent Pools
380(1)
Prerequisites for Configuring and Using Talent Pools
381(2)
Configuring Talent Pools via MDF
383(2)
Permissions for Users
385(3)
Configure Talent Pool Nomination Fields
388(2)
Using Talent Pools
390(5)
Position Tile View
395(1)
Prerequisites for Configuring and Using the Position Tile View
396(1)
Configuring the Position Tile View
397(1)
Configuring End User Permissions
398(3)
Using the Position Tile View
401(2)
Lineage Chart
403(1)
Prerequisites for Accessing the Lineage Chart
403(1)
Using the Lineage Chart
404(1)
Succession Presentations
405(1)
Turning on the Presentations Feature
406(1)
Granting Access to Presentations
406(1)
Using Presentations
407(8)
Conclusion
415(2)
Chapter 8 Conclusion
417(4)
Realizing Business Value and Next Steps
418(1)
Planning Your Rollout
418(1)
Implementation
419(1)
Life After Go-Live
419(1)
Final Thoughts
420(1)
Index 421
Susan Traynor is an SAP SuccessFactors Certified Professional with more than 21 years of progressive experience in SAP HCM and SuccessFactors implementations. You can follow her on LinkedIn.Michael A. Wellens, M.S. is a certified SAP SuccessFactors consultant with over 15 years of human resources information systems implementation experience.  He has successfully launched a variety of core HR and talent management solutions across a variety of fortune 500 companies around the world. You can follow him on LinkedIn or on Twitter at @mike_wellens.

Venki Krishnamoorthy is an SAP SuccessFactors consultant. Venki has over 15 years of experience as a functional lead, project manager, and program manager in HCM transformation projects. Venki has completed over 35 full lifecycle implementations of SuccessFactors projects across multiple modules. You can follow Venki on LinkedIn or on Twitter at @venki_sap.
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