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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.

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Configuration steps from IMG

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

 

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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)

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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.
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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.

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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.

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