SuccessFactors

You are probably trying to integrate SAP with SuccessFactors. This is my attempt to explain few ideas "in simple english".

Hopefully, this book will help you with the integration of SAP with SuccessFactors.

Good luck. (belive me, you will need it).

Goals & Performance Management

If you are trying to integrate SAP with SuccessFactors (henceforth called as SF for brevity), it will a good idea to break it into several phases like 1) Goals and Performance management 2) Compensation management 3) Learning management.

Accordingly, I will write 3 sections for these.

Configuration steps from IMG

Use T-code = SPRO to configure system for SuccessFactors.

Security roles for SuccessFactors

Composite Role: SAP_HR_SFI_C

This composite role comprises the following single roles:

SAP_HR_SFI_EMPL_DATA_REPL (For Employee Data Extraction)
SAP_HR_SFI_COMP_DATA_REPL (For Compensation Data Extraction)
SAP_HR_SFI_COMP_DATA_IMPORT (For Compensation Data Import and Activation)
SAP_HR_SFI_ANALYTICS (For Analytic Reports)

Use the composite role or single roles as a template for a customer-specific role. (T-code = PFCG)

Integration between SAP and SF

You have the following technical options for transferring data from SAP ERP HCM to SuccessFactors BizX and vice versa:

You use middleware to transfer the data with Web services.
You download the data to files with a flat file format.

You can transfer the following types of data:

You can transfer employee data and organizational data from SAP ERP HCM to SuccessFactors BizX so that this data is available for Talent Management processes.
You can transfer compensation data from SAP ERP HCM to SuccessFactors BizX and vice versa so that this data is available for compensation planning in SuccessFactors BizX and for payroll in SAP ERP HCM.
You can transfer analytical data that is needed for evaluation purposes from SAP ERP HCM to SuccessFactors Workforce Analytics.

Reports for Goals and performance management

Following reports are used to extract Employee Data.

1) RH_SFI_TRIGGER_EMPL_DATA_REPL : To extract employee data "Full file" (T-code = HRSFI_EMP_DATA_REPL)

2) RH_SFI_SYNCHRONIZE_EMPL_DATA : To extract employee data "Delta file" (T-code = HRSFI_SYNCH_EMP_DATA)

It is recommended that you use the report #2 above and not report #1 for following reasons:

Report #1 always creates a FULL file only, not delta. (This is not such a bad thing from IT point of view, but see below).
The monitoring tool (web dynpro application) does NOT display notifications for report RH_SFI_TRIGGER_EMPL_DATA. It displays only the notifications for RH_SFI_SYNCHRONIZE_EMPL_DATA.
This report #1 must use "file transfer" method to send data to SF, it cannot use middlewarae. Integration using middleware is only available for RH_SFI_SYNCHRONIZE_EMPL_DATA (Again, this is not a bad thing from IT point of view. Sending data using files is always easier than using middleware)
You can extract "Full file" with report #2 if needed. In short, report #2 RH_SFI_SYNCHRONIZE_EMPL_DATA can do everything done by #1 and something more.

Caution: You must decide which report to use. You cannot use the 2 reports interchaneably.

Monitoring the transfer of data from SAP to SuccessFactors

You can use the Web Dynpro application HRSFI_MONITORING_EMPL to monitor the transfer of employee data from SAP to SuccessFactors.

The application informs you of the number of employees for whom the data has been successfully extracted and transferred, and for whom the data extraction or data transfer failed.

The application displays all messages of the type error and warning that occurred and supports you with resolving the errors.

As explained earlier, the monitoring tool will display the messages only when we use report RH_SFI_SYNCHRONIZE_EMPL_DATA report. It does not display messages for report RH_SFI_TRIGGER_EMPL_DATA_REPL.

If error occurs, proceed as follows:

1. Correct the error.

2. In the monitoring tool, set the status "Solved" for relevant message.

3. Repeat the extraction of data using the report. Remember to use the same variant for the report.

4. If extraction of data is successful, the report deletes the relevant message from monitoring tool. If error occurs again, the monitoring tool displays relevant message again with new extraction date.

Compensation management

Reports for Compensation Data

Following reports are used to extract compensation data.

From SAP to SF

1) RH_SFI_SYNCH_COMP_DATA : Extract compensation data

2) RH_SFI_CLEANUP_COMP_REPL : Clean-up internal table after export

From SF to SAP

1) RH_SFI_IMPORT_COMP_DATA : Import compensation data to SAP

2) RH_SFI_ACTIVATE_COMP_DATA : Activate compensation data for payroll

3) RH_SFI_CLEANUP_COMP_IMP : Cleanup internal table after import and activation

Techical Information

Here is some technical details that will help with debugging.

Enhancement Spots

Go to SE18 and search for *SFI*

HRSFI_COMP_ACTIVATION_CUST     Customizing Information Needed for Compensation Activation
HRSFI_COMP_DATA_ACTIVATION     Activation of compensation data imported from SFSF
HRSFI_COMP_FIELD_EXTRACTOR     Extraction of compensation data
HRSFI_EMPL_DATA_REPLICATION    Replication of Employee's Data
HRSFI_MONITORING_LOG_AUTH      Authorization Checks for Log Data Display in Monitor

BAdI for SuccessFactors

Go to SE18 and search for *SFI*

Name of a BAdI Definition	Enhancement Spot	Description
HRSFI_B_COMP_ACTIVATION_CUST	HRSFI_COMP_ACTIVATION_CUST	Customizing Information Needed for Compensation Activation
HRSFI_B_COMP_DATA_ACTIVATION	HRSFI_COMP_DATA_ACTIVATION	Activation of Compensation Data Imported from SFSF
HRSFI_B_COMP_FIELD_EXTRACTOR	HRSFI_COMP_FIELD_EXTRACTOR	Extraction of Compensation Data
HRSFI_B_EMPL_DATA_REPL_LABEL	HRSFI_EMPL_DATA_REPLICATION	Labels for Fields of data Replication
HRSFI_B_EMPL_DATA_REPLICATION	HRSFI_EMPL_DATA_REPLICATION	Replication of Employee's Data
HRSFI_B_ENHANCE_EMPL_DATA_REP	HRSFI_EMPL_DATA_REPLICATION	Enhancement of employee data replication
HRSFI_B_FILE_NAME	HRSFI_EMPL_DATA_REPLICATION	Provide File Name for File Storage
HRSFI_B_LEADING_CONTRACT	HRSFI_EMPL_DATA_REPLICATION	Determine leading contract of a Central Person
HRSFI_B_MONITORING_LOG_PROGRAM	HRSFI_MONITORING_LOG_AUTH	Determine Program Which Selects Employees for Log Display

Classes used in HRSFI

Use SE24 to go to Class Builder.

If you search using *HRSFI* you will get a list of all classes related to SuccessFactors.

CL_HRSFI_AC_MONITORING_EMPL    Assistance Class for HRSFI_MONITORING_EMPL
CL_HRSFI_ACCESS_SECSTORE       Access SECSTORE
CL_HRSFI_APIDICT_DESCSFOBJS    DescribeEx of SFObject
CL_HRSFI_APIDICT_LISTSFOBJS    Retrieve list of SFObjects from SFSF
CL_HRSFI_C_PARAMS              Parameter Customizing Access Class
CL_HRSFI_COMP_AC_MONITORING    Assistance Class for HRSFI_MONITORING_COMP
CL_HRSFI_COMP_ACTIVATION       Activation of data from SFSF
CL_HRSFI_COMP_CONSTANTS        Constants for integration with SFSF
CL_HRSFI_COMP_DATA_EXTRACT     Extraction of compensation data
CL_HRSFI_COMP_DATA_IMPORT_WEB
CL_HRSFI_COMP_DATA_LOG_MONITOR Log Data Retrieval for Display in Monitor
CL_HRSFI_COMP_DATA_RESULT      Creation of final data structure
CL_HRSFI_COMP_DATA_UPSERT      MW based update of comp. planning data
CL_HRSFI_COMP_EXPORT_WEB       Message based export of comp data to SFSF
CL_HRSFI_COMP_MAPPING          Mapping of data from SFSF to compensation fields
CL_HRSFI_COMP_MESSAGE_HANDLER Message handler for compensation integration
CL_HRSFI_COMP_UTILITIES        Utilities for Compensation Integration: Use in BAdIs
CL_HRSFI_COMP_UTILITIES_INTERN Utilities for Compensation Integration: Internal Use
CL_HRSFI_COMP_UTILITIES_SALARY Calculate salary-related fields
CL_HRSFI_CONTROL_CHAR_FILTER   Splits Xstring at CR LF
CL_HRSFI_CONVERT_TAB_FILTER    Converts a xstring to string tab
CL_HRSFI_DET_PACKAGE_SIZE
CL_HRSFI_EMPL_DATA_DELTA       Delta Handling
CL_HRSFI_EMPL_DATA_LOG_MONITOR Log Data Retrieval for Display in Monitor
CL_HRSFI_EMPL_DATA_REPL_REPORT Functions of Report
CL_HRSFI_EMPL_DATA_REPLICATION Replication of Employee's Data
CL_HRSFI_EMPL_DATA_TOOLS       Reuse Functions
CL_HRSFI_EMPL_DATA_WEB_SERVCE Send Employee data via Web Service
CL_HRSFI_EX_FILE_NAME          Example to construct file name
CL_HRSFI_FB_COMP_FIELD_EXTR    Class for BAdI: HRSFI_B_COMP_FIELD_EXTRACTOR
CL_HRSFI_FB_EMPL_DTA_REPL_LABL Class for BAdI: HRSFI_B_EMPL_DATA_REPL_LABEL
CL_HRSFI_FB_ENH_EMPL_DATA_REP Class for BAdI: HRSFI_B_ENHANCE_EMPL_DATA_REP
CL_HRSFI_HEADER_FILTER         Deletes the first line of a xstring tab
CL_HRSFI_IM_COMP_ANN_SALARY    Class for BAdI Impl.: HRSFI_COMP_ANN_SALARY_FIELDS
CL_HRSFI_IM_COMP_ANN100_SALARY Class for BAdI Impl.: HRSFI_COMP_ANN_SALARY_FIELDS
CL_HRSFI_IM_COMP_BONUS_ACT     Class for BAdI Impl.: HRSFI_COMP_BONUS_ACTIVATION
CL_HRSFI_IM_COMP_CURR_POS_DATE Class for BAdI Impl.: HRSFI_COMP_CURR_POS_DATE
CL_HRSFI_IM_COMP_JOBLVL_EESUBG Class for BAdI Impl.: HRSFI_COMP_JOBLEVEL_EESUBGROUP
CL_HRSFI_IM_COMP_JOBLVL_PYSCTY Class for BAdI Impl.: HRSFI_COMP_JOBLEVEL_PAYTYPE
CL_HRSFI_IM_COMP_PAYGRADE      Class for BAdI Impl.: HRSFI_COMP_PAYGRADE
CL_HRSFI_IM_COMP_PYGRD_SCLLVL Class for BAdI Impl.: HRSFI_COMP_PAYGRADE_SCALE_LEVL
CL_HRSFI_IM_COMP_SALARY_ACT    Class for BAdI Impl.: HRSFI_COMP_SALARY_ACTIVATION
CL_HRSFI_IM_COMP_STD_SALARY    Class for BAdI Impl.: HRSFI_COMP_STD_SALARY_FIELDS
CL_HRSFI_MANAGER_DETERMINATION SFI Manager Extraction
CL_HRSFI_REUSE_EMPL_HANDLING   HR SFI Reuse methods for employee handling
CL_HRSFI_SESSION_HANDLING      Session handling
CL_HRSFI_SFAPI_ASYNC_Q_FACTORY Factory for asynch queries
CL_HRSFI_SFAPI_ASYNC_QUERY_W   As
CL_HRSFI_SFAPI_QUERY_WRAPPER   Wrappes SFAPI Asynch Queries
CL_HRSFI_SYNCH_COMP_F4
CL_HRSFI_SYNCHRONIZE_EMPL_DATA SFI Integration: Data extraction
CL_HRSFI_TOOLS                 HR SFI Tools
CL_HRSFI_UNZIP_FILTER          Filter to unzip xstring
CL_IM_HRSFI_DEL_COMP_LOGS      Imp. class for BAdI imp. HRSFI_DEL_COMP_LOGS
CL_IM_HRSFI_DEL_EXTR_LOG       Imp. class for BAdI imp. HRSFI_DEL_EXTR_LOG
CL_IM_HRSFI_MONITORING_LOG_PRG Class for BAdI: HRSFI_B_MONITORING_LOG_PROGRAM
CL_IM_HRSFI_SECSTORE_APPL      Imp. class for BAdI imp. HRSFI_SECSTORE_APPL
CX_HRSFI_C_PARAMS              Parameter Customizing
CX_HRSFI_COMMUNICATION_ERROR
CX_HRSFI_COMP_DATA_EXCEPTION   Exception Class
CX_HRSFI_EMPL_DATA_EXCEPTION   Exception Class
CX_HRSFI_REUSE                 Exception Class for Reuse Package
IF_HRSFI_APIDICT_DESCSFOBJS    DescribeEx of SFObject
IF_HRSFI_APIDICT_LISTSFOBJS    Retrieve list of SFObjects from SFSF
IF_HRSFI_COMP_ACTIVATION_CUST Interface for BAdI: HRSFI_B_COMP_ACTIVATION_CUST
IF_HRSFI_COMP_DATA_ACTIVATION Interface for BAdI: HRSFI_B_COMP_DATA_ACTIVATION
IF_HRSFI_COMP_DATA_EXPORT      Interface for comp data export classes
IF_HRSFI_COMP_DATA_IMPORT      Interface for comp data import from SFSF
IF_HRSFI_COMP_DATA_UPSERT      Usert of compansation data fo SFSF
IF_HRSFI_COMP_FIELD_EXTRACTOR Interface for BAdI: HRSFI_B_COMP_FIELD_EXTRACTOR
IF_HRSFI_EMPL_DATA_C           Constants
IF_HRSFI_EMPL_DATA_REPL_LABEL Interface for BAdI: HRSFI_B_EMPL_DATA_REPL_LABEL
IF_HRSFI_EMPL_DATA_REPLICATION Interface for BAdI: HRSFI_B_EMPL_DATA_REPLICATION
IF_HRSFI_ENHANCE_EMPL_DATA_REP Interface for BAdI: HRSFI_B_ENHANCE_EMPL_DATA_REP
IF_HRSFI_FILE_NAME             Interface for BAdI: HRSFI_B_FILE_NAME
IF_HRSFI_LEADING_CONTRACT      Interface for BAdI: HRSFI_B_LEADING_CONTRACT
IF_HRSFI_MONITORING_LOG_PRG    Interface for BAdI: HRSFI_B_MONITORING_LOG_PROGRAM
IF_HRSFI_REUSE_C               Constants for Reuse Package
IF_HRSFI_SFAPI_ASYNC_QUERY     Async Query
IF_HRSFI_SFAPI_ASYNC_QUERY_FA Factory to create asynch queries
IF_HRSFI_SFAPI_QUERY           General interface for SFSF Query
IF_HRSFI_SFAPI_UPSERT          Usert of compansation data fo SFSF
IF_HRSFI_XSTRING_FILTER        Filter with xtring as in and output
IF_HRSFI_XSTRING_TO_TAB_FILTER Filter converts xstring to xstring table
ZCL_HRSFI_B_LEADING_CONTRACT   Class for BAdI: HRSFI_B_LEADING_CONTRACT
ZCL_HRSFI_EMPL_DATA_REPL_LABEL Class for BAdI: HRSFI_B_EMPL_DATA_REPL_LABEL
ZCL_HRSFI_EMPL_DATA_REPLICATN Class for BAdI: HRSFI_B_EMPL_DATA_REPLICATION
ZCL_HRSFI_TOOLS_UTILITIES      Common Class for SF Utilities