Top Tips for Getting the Best from SuccessFactors Q3 2016 Release Universal Update

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Top Tips for Getting
the Best from
SuccessFactors Q3
2016 Release
Universal Update

Change Your ERP and Business Application
Support Strategies
Rebalance ERP/business application skills
and resources
Adjust enterprise support to gaps in the
vendors model
Revise business based change approval to
include SaaS factors
Expand and adjust internal application
support processes
Testing and quality assurance
Incident and escalation
management
Configuration and customization
management
Security management
End user support network
Training management
Recommendations in the ‘Postmodern ERP’ Landscape

Release Management Dates
Q1
2016With Early Test you can benefit from an additional 30 days to test new
features before the Production release date
February
5th
March
4th
Early Test
Production
Q2
May
6th
June
3rd
Early Test
Production
August
5th
September
9th
Early Test
Production
November
4th
December
2nd
Early Test
Production
Q3 Q4

Why You Need Support for Cloud Applications
A flexible work force for your
management of peaks and
troughs from a wide variety
of skilled resources
Ensure that you are
independent of other
internal IT resource
demands and constraints
Frequent release
management to ensure
you get the biggest ROI
and keep modern with HR
and application evolution
and innovation

Employee Central
Rules Function Which Provides a Day Count of "Leave of Absence" in a Given
Period
Why is this important?
The number of absence days often influence certain anniversaries. E.g. a pay grade progression will
move into the future if a LOA comes into play.

Employee Central
Enhanced Activity Log for Changes Done in Manage Workflow Requests
You can now see also the workflow changes done via Manage Workflow Requests in the activity log of
the workflow details, like add and remove approvers or route changes.
This enhancement provides you a full transparency of all the workflow changes within the activity log
of the workflow details UI.

Employee Central
Pagination on Pending Requests
Now all the portlets of the Pending Workflows UI have pagination: if more than 10 records exist, the
Show more link is displayed. After clicking, another 10 records are loaded.
This enhancement improves the usability
and the performance of your pending
request.

Employee Central
Insurance Rates Based on Gender
This is a requirement coming from various countries where insurance providers offer insurance plans
(health insurances) with insurance rates based on gender. This is an additional parameter that has
been added to the existing rate chart, beside the parameters smoking and age. The gender parameter
can now be picked up to calculate the correct rates.
The parameter Gender is important to
calculate the correct contribution
amounts when creating an insurance
plan.

Employee Central
Savings Enhancements
Benefit of type Savings has been enhanced. When creating a benefit of that type, the following
enhancements are visible on admin side: the label “Pension Type” has been renamed to “Plan Type”
and a new field has been added “Plan Sub-Type”. This is associated to the country field. According to
the country selection, the respective country specific saving plans will be listed. The list has to be
maintained by Admin. The new field is only available when in field Plan Type the “Savings plan” is
selected.
In US and Canada it is common Employers are offering saving plans to their employees. Admins
should be able to configure the saving plans according to their needs. Therefore this new field has
been developed to specify the different plan types in dependence of the selected country.

Employee Central
Back to Top Button in People Profile
You can now use a "back to top" link in the profile header to jump back to the top of the People Profile
page. This button appears as soon as the page is scrolled down to a degree where the global header
has disappeared.
Back to top button allows users to
quickly access the module picker
and search so that you can easily
navigate away from People Profile
without scrolling all the way back.

Employee Central
Performance Review Forms Launch Updated V12/PP3 Dialogs
The UI styling of Employee Profile information accessed via a link on Performance Review forms has
been updated.
Performance review form link to
Employee Profile earlier opened
the old v11 Employee Profile UIs, when
you are on the v12 profile or People
Profile version.
EP links in PM review forms now open
the v12 or People Profile depending on
the profile version.

Employee Central
People Profile UI Performance Improvements
UI performance of People Profile v3 built in Fiori UI framework has been significantly improved. People
Profile first time page load time is ~10s.
Initial page load (cold cache) time of
People Profile is now at par with
Employee Profile v12.
UI Performance is top priority for
SuccessFactors and they are
continuously working on fine-tuning it
and have made significant performance
improvements in 1608.

Employee Central
Locale Picker for File Based Imports
Locale picker for file based imports.
Previously, before you could import
language specific data containing Date,
Numbers and Pick list files, you had to
choose the same locale as the
data to import.
Changing the locale automatically
changed the UI based on your
selected language.
This made it difficult to proceed if the
user did not understand the selected
language.

Employee Central
Raise Event on Start Probation
Intelligent Services: Raise Event on Start Probation.
This allows you to initiate Start
Probation Event.
Based on your selection there is an
option to notify an employee, manager,
as well as HR manager about the
start of the probation period.

Performance Management
Performance Form User Interface Improvements
The following PM v12 A form page parts have had minor UI Changes in this release: User Information
section, Review Information section, Objective/Goal Details tab and Other Details tab in the
Performance Goal and Development Goal sections, Learning Activities tab in the Development Goals
section, Writing Assistant popup, Signature section, Summary section, Add/Edit Objective/Goal Popup.
Minor UI changes support you in a better usability and experience.
Due to client feedback,
SuccessFacts has reversed the
bolding and reduced the
spacing between the fields in
the:
1. User Information section
2. Review section

Due to customer feedback,
SuccessFactors has reversed
the bolding and reduced the
spacing between the fields in
the:
1. Objective/Goal Details
tab
1. Performance
Goals
2. Development
Goals
2. Other Details tab
1. Performance
Goals
2. Development
Goals
3. Learning Activities tab
1. Development
Goals

Minor user interface changes (font size,
padding, updated icons, etc.) have been
made to the Writing Assistant popup.
SuccessFactors has also relabeled the
“Cancel” button to “Close”.

Minor user interface changes (font size, padding, etc.) have been made to the Signature section.

Minor user interface changes (font size, padding, alignment, table row colors, etc.) have been
made to the Summary section.

Minor user interface changes (font size, padding, updated, icons, etc.) have been made to the
Add/Edit Objective/Goal popup.

Route Map User Interface Improvements
User Interface changes have been made to the PM v12 A Route Map on the Performance Form, Form
Information page and Next Step page. The changes include:
• Carousel arrows updated and always visible (when present)
• Numbers have been added to each step
• Only the step name will be visible in the user interface and the current step name will be bold
• All other step information is visible in the [i] popup:
• User’s name and role
• Route Map step mouse over text
• Actions have been made more prominent
• Iterative and Collaborative steps are denoted by a “people” symbol
• Completed steps are denoted by a “checkmark” symbol
Minor UI changes support you with better usability and experience.
.

User interface changes have been
made to the Route Map on the
Performance Form:
1. Carousel arrows updated and
always visible (when present)
2. Interative and Collaborative
steps are denoted by a
“people” symbol
3. Numbers have been added to
each step
4. Only the Step name will be
visible in the user interface
and the current step name will
be bolded
5. Actions has been made more
prominent
6. All other step information is
visible in the [i] popup
1. User’s name and role
2. Route Map step
mouseover text
7. Completed steps are denoted
by a “checkmark” symbol

The updated Route Map has also been
applied to the:
1. Form information page
2. Next step page

Team Overview User Interface Improvements
What is this?
The following Team Overview page parts have had minor UI changes in this release:
• Team Overview page layout: when grids are collapsed and expanded
• Team Overview form grids: with Ratings, with Checkmarks, grid header and step information
• Ask for Feedback: popup when adding from list of employees or adding an external email
Minor UI changes are giving you better usability and experience. Minor user interface changes (font
size, padding, display of forms, etc.) have been created to the Team Overview page when the form
grids are collapsed.

Screen 1
Minor user interface changes
(font size, padding, alignment,
button, color, etc.) have been
made to the Team Overview
page:
1. Expanded using Ratings
2. Grid Header
3. Route map step
information
4. Feedback sent icons
5. Feedback received icons
6. Signature icons
7. Ask for feedback button
8. Review button
9. Sign button
10. Expanded using
checkmarks

Screen 2
Minor user interface changes (font size,
padding, alignment, etc.) have been
made to the Ask for Feedback popup:
1. When using Add existing employee
2. When using Add external email
address

Launch Performance Management Forms
Launch Forms via .csv upload
When using the Launch > One-time > Now option in Launch Forms, a new option has been added to
Select Employees > Group of Employees: Upload CSV File. This is currently not supported for the
Launch > One-Time > Later or the Launch > Recurring schedule options.
Give you the ability to easily launch forms for multiple employees without having to use employee
search.
Upload CSV File option has
been added to Launch Forms
> Now.
To use this feature:
1. Download CSV template
2. Enter User Ids of the
employees launched in the
CSV
3. Choose File and Upload

Goal Management
User Interface Goal Plan Improvements
This enhancement includes a series of minor improvements to the goal plan user interface.
• Mission Statement minor restyling button
• Introduction Statement minor restyling of button
• Add/Edit Goal dialog
• Add Group Goal
• Add SMART Goal Wizard
• Create new Goal
• Offers greater UI consistency
across the suite
• Improves readability
Updates made
1. Introduction Statement minor restyling of button
2. Mission Statement restyled no-edit state
3. Mission Statement restyled edit state

Goal Management
Updates made
1. Minor lay-out update for SMART links for improved readability and suite-wide consistency
2. Button restyling and alignment improvements

Goal Management
Updates made
1. Replacing buttons with links
2. Action iconography for consistency across suite

Goal Management
Updates made
Minor alignment issues from previous version

Recruitment
Allow Recruiting Groups to be viewed by any user with Recruiting Group permission.
This enhancement now allows any user with the Recruiting Group permissions to view and manage all
Recruiting Groups, including the groups created by other Administrators.
• All existing groups will be made public.
• All new groups created will be public.

Employee Referral information text translation
With this enhancement, the Program Information text for the Employee Referral feature is multilingual.
You now have the option to change to locale and enter text for this information in different languages.
Employee Referral disable the "Add" button and disable referral amount.
Settings can now be altered
to disable the Add button and
referral amounts from
showing in the UI.

Active Applicants New Display Column|
A new display column has been added that displays the current number of active applications on the
Requisition List page. Disqualified statuses are excluded and role permissions are obeyed.

Applicant List – Sort by Name
You can now set preferences for how you want the names of applicants to sort in the Applicants List.
You can chose to sort the names of applicants in the "First Name, Last Name" or "Last Name, First
Name" format.

With this enhancement, the default value of the "Maximum Successive Failed Login Attempts" field is set to
10. You can configure this value by navigating through this path - Admin Center > Recruiting > Manage
External Password Policy > "Maximum Successive Failed Login Attempts".
Maximum Successive Failed Login Attempts Set

Cloud Application Management Model
To maximize your investment in SuccessFactors, and to ensure that you can rely on a
correct, efficient and up-to-date HCM landscape at all times while reducing complexity and
minimizing business risk, NGA manages your SuccessFactors applications on your
behalf and with you.
NGA SuccessFactors Application Management Services directly helps clients SMEs providing SuccessFactors
administrators for their platform plus a simplified end user support landscape. NGA certified & skilled resources working
as a global team, managing the key underlying SuccessFactors modules and integration technologies, plus enabling SAP
Support as a partner. Allowing our clients to focus on processes and results and simplifying their landscape support needs.
Level 1
Helpdesk
Level 2
SMEs
Level 3
SF Admin
SAP
Support

Cloud Support Services
Ongoing
Governance
Cloud Application
Management
• Employee Central Health-Check
• Opportunity and Planning Review
• Accelerated Enhancement
Cloud Advantage
Employee Central Health-
Check &
Accelerated Enhancement
Expansion
One Time
• My Cloud Advisor
• Cloud Advantage Forum
• Strategic Roadmap Review
• Account and Contract Management
• Monitoring and Reporting on Service Performance
• Application Maintenance
• Release Management
• Configuration Changes
• User Support
• Processing Support
• Integration and Performance
Monitor
• Security Management
• Business Continuity Management
• Documentation Maintenance

Ongoing – Cloud Application Management
Application Maintenance
• Corrective, Adaptive & Preventive
• All Configuration; Provisioning, XML,
Advanced Reporting Tools, Boomi, HCI
• ITIL Processes Framework
User Support
• Technical & operational support
• Navigation support
Processing Support
• Support and management of automated
processes
• Execution of agreed mass data updates
• Execution of agreed routine reports
Integration and Performance Monitor
• Monitoring and troubleshooting data
mapping and 3rd party integration issues
• Web performance monitoring and reporting
Release Management
• Management, implementation and testing
of new releases and enhancements.
• Refresh management
• Yearly Road Map plan
Configuration Changes
• Minor changes included (less 4 hours)
• Catalogue of Change Requests
• Ad-hoc Change Requests
Security Management
• Management of application security
• Role Based Permissions
Business Continuity Management
• Continuity planning and disaster recovery
support in line with approved plans.
Documentation Maintenance
• Technical & configuration document
updates
Application Management Services

Analyst Recognition
SuccessFactors Services: design, build, test, maintain, run
HfS Blueprint Reports 2016 – SuccessFactors Services
Download the free report: http://resources.ngahr.com/successfactors-
services-hfs-blueprint-report

Analyst Recognition
SuccessFactors Services: design, build, test, maintain, run
NelsonHall NEAT Report, Cloud-based HR Services, 2016
Download the full report: https://research.nelson-hall.com/

NGA HR Resources Center
Are you looking for more information?
View our webinar ‘5 Reasons to
Ensure HR Application Stability
& Security’.
Watch the recording at
resources.ngahr.com
How to maximize your strategic Cloud HR
investment after implementation, ensuring you
have the right skills to manage frequent software
releases, expand functionality to meet the needs of
your organization, and simultaneously look for new
ways to reduce cost?
Download the brochure
at resources.ngahr.com
Interested to know more? Contact Us: http://www.ngahr.com/contact

Thank You

Top Tips for Getting the Best from SuccessFactors Q3 2016 Release Universal Update

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