SuccessFactors 2021 H1 Release

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SuccessFactors 2021 H1 Release Highlights

Learning and Succession Planning

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Presenters

Carlos Russo

Senior Consultant HR Path

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Kate Cieplik

Senior Consultant HR Path

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• HR Path: The Group

• The Advise to Run Process

• Release Highlight on LMS

• Release Highlights on CDP

• Questions & Answers

Agenda

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4

HR Path: The global HR leader

1,000

^employees

1,300

^clients

85%

of the SBF 120

millions

Strategy

20 years of experience

130

FY 2020

165

E 2021

210

E 2022

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HR Path: A global and local leader

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6

Our values

A mutual commitment

• Autonomy

• Trust

• Responsibility

The freedom to succeed

• Entrepreneurship

• Diversity

• Innovation

The exchange of knowledge

• Expertise

• Recognition

• Friendliness

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Partnership between SAP and HR Path

A solid relationship

• Partners since 2005 and renewed again in 2010

• Dedicated to HR Technology, strategy and delivery services

• Global experience

• Local legislative expertise and knowledge

• Leading SAP HCM &

SuccessFactors consulting firm

• Education Services Engagement

• Reseller in France, Canada,

Our SAP certifications

• Channel Partner

• Service Partner SAP

• SAP HCM Cloud SuccessFactors Reselling Partner (VAR)

• SAP HCM, Complete

SuccessFactors suite, including Employee Central Payroll –

Partner (PMC/BPO)

• Certified SAP Gold Partner in Canada, US, France and other countries

Excellent customer service

• Guaranteed results

• Reduced costs & rapid- deployment of project

• Customized solutions tailored to your needs

• Fast, affordable and high- quality

• Work with a Certified SAP Gold Partner

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Our Breadth of SuccessFactors Capabilities

Benefits & Wellness 19 certified

18 clients

Collaboration 52 certified 180 clients

Time & Attendance 18 certified

47 clients Payroll & Compensation

27 certified 25 clients People Analytics

19 certified 18 clients

Performance & Goals 25 certified

70 clients

Succession & Development 20 certified 17 clients Core HR

72 certified 180 clients

Recruiting 26 certified 50 clients

Onboarding 23 certified 20 clients Learning 21 certified 25 clients

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• Highest ranking of SAP SuccessFactors partners, independently verified by Raven Intel

• Click here more about our reviews

• Complete report attached Leading SuccessFactors Partner recommended by Raven Intel

Raven Intel Report

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SuccessFactors 2021 H1 Release Highlights

Learning Management System

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WHAT IS IT?

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• This presentation is meant to provide a more detailed description of the new functionalities in Learning as determined by HR Path and its employees. This is not an exhaustive review that is specific to any one customer or implementation. The expectation is that this will help facilitate the client review process to determine what features should be considered.

• This presentation is available for the following segments:

• Home page

• Manage users

• Learning Activities

• System Administration

What is it?

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Overview

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• Important Changes

• Assignment Profile Enhancements

• Content Security Policy Header Support

• Curricula Jobs Scheduling

• Item Connector Support for Assessments

• Migrate Legacy Exams to Assessments

• New Session Timeout Behavior in SAP SuccessFactors Learning

• Right-to-Left Support in SAP SuccessFactors Learning Administration

• Select the Item Classification While Creating New Items

Overview

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• Important Changes

• Support for Display Locale ID

• Updated Processing Logic for User Connector

• Viewing Items Associated to Assessments from the Assessments Menu

• New Functionalities

• Enhanced Course Home for Instructor-Led with Online Content Courses

• Stories in People Analytics for SAP SuccessFactors Learning

• Additional Language Support for Personalized Recommendations

Overview

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Overview

• Deprecated Features

• Removal of Certain Permissions for Legacy Exams and Future Association to Items

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Important changes

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• In the new admin UI, we no longer support adding or viewing 2000 or more attribute values for performance reasons.

• Modifying a rule with more than 2000 values will remove values after 2000.

• We now support adding comma-separated values and line breaks.

• This feature allows admins to enter values in carriage return, which the system validates and tokenizes to remove values that are empty or duplicates.

Assignment Profile Enhancements

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• All outgoing network page responses in Learning now contain a content security policy header.

• If the new content security policy header causes desired items to be blocked, you can navigate to System Administration Configuration System Configuration Web Security to exclude file types from the security policy.

• Content security policy header support is required for secure application functionality.

Content Security Policy Header Support

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• Curricula jobs run independent of the onlineOperationMaxRecordsCount configuration and are now system-controlled.

• All other jobs continue to be governed by the onlineOperationMaxRecordsCount configuration.

• This change improves the system performance with optimum usage of resources.

Curricula Jobs Scheduling

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• The Item Connector supports association of assessment exams and quizzes to items.

• The Item Connector Module Type field now contains the following option: Assessment (Exam and quiz).

• We wanted customers to be able to associate several exams and quizzes to items in a single action. This functionality helps with the transition from the Plateau Question Editor (PQE) to the assessment module.

Item Connector Support for Assessments

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• You can now export legacy (PQE) exams to a Microsoft Excel template, which you can then import as learning assessments. You may export and import multiple exams at once using the same template. The exams appear as assessments in the locale that you choose during export.

• We wanted customers to be able to convert their legacy (PQE) exams into learning assessments. Support for PQE exams and questions is ending on November 20th, 2021.

Migrate Legacy Exams to Assessments

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• The timeout behavior for SAP SuccessFactors Learning HTTP sessions have been modified for Learning administrators.

• The timeout limit in SAP SuccessFactors Learning Administration UI has been changed to ensure a consistent timeout behavior between SAP SuccessFactors Learning and SAP SuccessFactors platform.

New Session Timeout Behavior in SAP SuccessFactors Learning

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• SAP SuccessFactors Learning Administration UI now offers Right-to-Left (RTL) support for languages with RTL writing systems.

• Enabling RTL language support in SAP SuccessFactors Learning allows the application to be adopted by a wider range of customers.

Right-to-Left Support in SAP SuccessFactors Learning Administration

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• You can now select an item classification when you create a new item.

• The following classifications are available:

• Online

• Instructor-led

• Instructor-led with online content

• Other

Select the Item Classification While Creating New Items

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• You can now define a Display Locale ID on the Locale page to display a different locale value in the application. The Internal Locale ID remains unchanged and continues to be used for Data Import, Connector, and API tasks.

• We wanted customers to be able to define a locale display value in the application.

Support for Display Locale ID

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• During the User Connector processing, if the user record has changes only to the Manager, then such records aren’t considered for processing. In such cases, the Manager changes are carried out as part of Manager post processing.

• There’s an additional row for Managers in the User Connector run report to give a count of the Manager changes. Previously, even if the only change for the user record was a

Manager change, it was considered as a user record change.

• This enhancement streamlines the process and improves system performance with optimum usage of resources.

Updated Processing Logic for User Connector

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• We added the Item Usage menu item on the Assessments page so you can see the items associated with an assessment.

• We wanted customers to quickly see what items are associated to a particular assessment.

Viewing Items Associated to Assessments from the Assessments Menu

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New functionalities

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We added functionality to the Course Home feature for instructor-led with online content (blended) courses.

• We added support for the following functionality:

• For classes:

• Withdraw from class registration

• Request a class

• For items:

• Take the online version of a course, including approvals and finance for the online course, when the course is configured to give users a choice between instructor-led or online

• Recommend a course or remove a course from your learning plan while viewing an item

• View assignments

• View associations

• View goals

• Print a certificate for a course upon completion

Enhanced Course Home for Instructor-Led with Online Content Courses

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• For items:

• Rate a course upon completion

• Apply an e-signature (with or without approvals) to multiple history records at one time

• For online content:

• Launch and complete assessments inline with the online course player (Web only)

• Launch the online content portion of the course in a new browser for AICC, SCORM, or documents, based on configuration

• Warn users when they attempt to launch an old revision of the online content when they should be taking the current revision

• Review and retake content before the online content portion of the course is complete

• Apply an e-signature (with or without approvals) upon completion, with the option to select additional history records for verification at the same time

Enhanced Course Home for Instructor-Led with Online Content Courses

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• Learning schemas are now available in Stories in People Analytics.

• As a report designer, you can create, access, and share Learning stories in People Analytics for generating custom Learning reports. You can also have the data of SAP SuccessFactors Learning and other modules side-by-side in the same story and link them to apply common filters on them.

Note: This feature will not be available for Preview.

• Extending the capabilities of Stories in People Analytics to Learning improves the experience of creating Learning reports by making the process intuitive, easy, and technically simple.

• This feature is going to be rolled out to the customers in a phased manner starting late June, 2021.

Stories in People Analytics for SAP SuccessFactors Learning

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Personalized Recommendations in SAP SuccessFactors Learning now supports additional languages.

• The newly supported languages are:

• Arabic

• Simplified Chinese

• Hebrew

• Hindi

• Vietnamese

Additional Language Support for Personalized Recommendations

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Deprecated Features

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• The permissions that let you create exams and questions in the Plateau Question Editor (PQE) were removed. Also, the ability for administrators to associate these legacy exams to items.

• Support for PQE exams and questions is ending in 2H 2021. You must migrate to the new Learning Assessments functionality using an Export/Import template that we’re providing with the 1H

2021 release.

• The following permissions are no longer available:

• Add Exam Object (Legacy)

• Copy Exam Object (Legacy)

Removal of Certain Permissions for Legacy Exams and Future Association

to Items

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Thanks for your attention

Carlos Russo

SuccessFactors Consultant [email protected] +52 55 7688 9959

Follow us on Social Media!

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SuccessFactors 2021 H1 Release Highlights

Career Development and Succession Planning

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WHAT IS IT?

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• This presentation is meant to provide a more detailed description of the new functionalities in Succession and Development Module as determined by HR Path and its employees.

This is not an exhaustive review that is specific to any one customer or implementation.

The expectation is that this will help facilitate the client review process to determine what features should be considered.

• This presentation is available for the following segments:

• Learning

• Onboarding 2.0

• Platform

• Recruiting

• Performance and Goals

• Compensation and Variable Pay

What is it?

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Succession Planning

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Overview

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• Nominations

• Form based nomination functionality retired

• Nomination history visible on talent card

• Previous and current nomination notes visible

• Talent Cards

• Edit information directly on talent card

• Other Updates

• Hide pending talent pool nominations in people profile and talent card

• Succession reports are now available for download in report center

Overview

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Important Changes & New

Functionalities

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• What is it?

• The form-based nomination option will be deleted as of May 21, 2021.

• The process was considered heavy and cumbersome, because it requires configuration of PM forms.

• Prerequisites

• Universal

Retirement – Form Based Nominations

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• What is it?

• HR and managers can now edit talent information (risk of loss, impact of loss, etc.) and background elements (education, career goals, etc.) directly on the talent card.

• Previously, this information was view only.

• Prerequisites

• The changes are Universal

Edit Information on Talent Card

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• What is it?

• Users with proper permission can now view the previous and current notes in the “Nomination History” of a position card.

• Users can track all the historical notes for nominations in a more transparent way.

• Prerequisites

• The changes are Universal

Previous and Current Notes in Position Nomination History

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Previous and Current Notes in Position Nomination History

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• What is it?

• Users with the proper permission can now view any nomination information changes (including notes) for a nominee in the Nominations section of a talent card, and also the Current

Nominations block on the People Profile.

• Prerequisites

• Universal

Nomination History in Talent Card and People Profile

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Nomination History in Talent Card and People Profile

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• Pending talent pool nominations can be hidden in the people profile and talent card (in addition to pending successor nominations).

• Succession reports can now be downloaded from My Jobs in Report Center (as well as Calibration and Compensation/Variable Pay reports).

Other Updates

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Career Development Planning

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Overview

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• Mentoring

• Save a Mentoring Program to Complete Signup Later

• View of Mentor Requests

• Improved Mentee Signup Experience

• Qualtrics Surveys for End of Mentoring Relationships

• Key Questions Required for Signup

• Career Explorer

• View Recommendation Reasons in Career Explorer

• Learning Activities

Overview

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Important Changes & New Functionalities

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Save a Mentoring Program to Complete Signup Later

• What is it?

• When signing up for a mentoring program, employees can now save the program and complete the signup later.

• Their answers to the signup questions and uploaded documents are saved; however, the mentees’ selections of preferred mentors are not saved.

• The program remains on the Invitations or Open Enrollment tab and is marked with an icon and the “Saved for later” text.

• Prerequisites

• Universal

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Save a Mentoring Program to Complete Signup Later

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View of Mentor Requests

• What is it?

• After mentees sign up for a mentoring program, they can view pending and declined mentor requests, check reasons for declined requests, and cancel pending requests.

• In unsupervised and open enrollment programs, the “Your Mentor Requests” is always available.

• In supervised programs, the section is available only when mentees have selected preferred mentors and the matching process hasn’t started.

• Prerequisites

• Universal

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Improved Mentee Signup Experience

• What is it?

• A new icon and confirmation message have been added to improve the mentee signup experience.

• After mentees select preferred mentors in the signup form, a grill check will appear on the mentor card.

• Once they complete signing up, a confirmation message will pop up.

• With these additions, mentees are informed of whom they’ve selected and what will happen next.

• Prerequisites

• Universal

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Qualtrics Survey for End of Mentoring Relationships

• What is it?

• Qualtrics surveys can now be integrated with the Mentoring solution so that feedback can be gathered from employees when an individual chooses to end their mentoring relationship.

• Prerequisite is a Qualtrics Integration with which it is now possible to integrate Qualtrics surveys with the Mentoring solution, to get feedback from your employees when an individual chooses to end their mentoring relationship regardless whether the mentoring program as such has been ended.

• With this feature, program owners can gather feedback from both mentors and mentees: employees who are ending the relationship see a pop-up survey in their Mentoring page directly after they have ended the

relationship, while the employees for whom the relationship was ended receive an email survey.

• Prerequisites

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• What is it?

• In the mentoring signup form, key questions are now marked with a red asterisk.

• These questions must be answered by participants before they can complete signup or check recommended mentors.

• This will ensure key questions are not skipped and improve the matching results.

• Prerequisites

• Universal

Key Questions Required for Signup

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Thanks for your attention

SuccessFactors Consultant

Kate Cieplik: [email protected]

Follow us on Social Media!