Get the most out of SAP SuccessFactors

We will tailor the course together

1. content and training agenda
2. training format
3. training duration (min. ½ day)
4. chosen language
5. number of participants

We offer both onsite training at Success Solutions premises for up to 6 participants and online training.

Course price: to be agreed based on customer requirements.

If you are interested, please contact us.

Course description

You will choose whether to use older or newer versions. Find out everything an admin needs to copy from year to year. Understand how the system works with localisations to refine its language. Decide when to use goal imports, when team goals and when individual goals. Understand how competencies and values are interconnected across different system modules. Set up automated form launches according to a schedule or for newcomers. Efficiently manage calibrations or let managers create them themselves. Display and allow people to edit only the data they need, and no other.

Course content

1. Working with templates

• Creation, modification, de/activation of templates for goal planning and evaluation

2. Actions with evaluation forms

• Management, launching, deletion

3. Permissions for writing and reading and user groups

4. Email notifications

• Modifications
• Turning on and off

5. Competencies

• Management
• Examples of behaviours and their use across system modules

6. Calibration templates

• Template setup
• Management of calibration sessions

7. Linkage between goal management, ongoing performance, goal evaluation and calibration

8. 360-degree feedback

• Settings (rating scales, route map and more)
• Management

9. Where to find help

Each day: 9:00-16:00

Price of the 3-day course: 38,000 CZK without VAT/person.

Educational objectives

1. Understand the utility of Stories for your company's needs.
2. Learn to create both simple and advanced reports within Stories.
3. Master data visualisation tailored to end-user needs.
4. Create interactive elements to facilitate user interaction with your reports and dashboards.
5. Gain an overview of utilising Stories for data analysis and visualisation across various SuccessFactors modules.

Course content

1. Introduction to Stories in SuccessFactors

• Overview of Stories and their key features
• Basic principles of working with Stories
• Concept of permissions and data protection

2. Creating Stories reports

• Creating new Stories
• Layout and design configuration
• Working with data and visualisation
• Creating, editing and sharing pages, sections and elements in Stories
• Utilising graphs, visualisations, text, images and icons

3. Working with reports

• Sharing Stories reports
• Setting up regular report generation
• Options for facilitating access to specific reports

4. Additional topics

• Working with data from multiple modules
• Accessing customer data structures for reporting in Stories
• Transferring settings between systems
• Troubleshooting

Two days 9:00-16:00

Price of the 2-day course: 26,000 CZK without VAT/person.

The price includes the loan of necessary IT equipment (notebook/PC) and coffee breaks.

Course description

Discover the possibilities of the SuccessFactors Integration Center and advanced data operations. Understand the differences between various types of integrations. Get to know the data entities in SuccessFactors and the relationships between them. Set up your own import and export integration with SuccessFactors. Learn how to use advanced filtering and calculated fields. Design and configure integration for data conversion within SuccessFactors. Gain practical experience with the Integration Center and learn how to use it in your processes for automation.

Course content

1. Introduction to the Integration Center

• Options for using the Integration Center
• Setting the necessary permissions

2. Basic concepts and tools in SuccessFactors

• OData API
• Data entities and relationships between them
• Data formats
• Types of integrations

3. Practical training

• Export CSV integration
• Import CSV integration
• SuccessFactors to SuccessFactors integration – data transfer within the instance

4. Advanced options

• Filtering based on data and timestamps
• Calculated filters
• Scheduling regular runs
• Triggering integrations based on user actions (Intelligent Services)
• Export and import integrations, transfer between instances

One day: 9:00-16:00

Course price: 14,000 CZK without VAT/person.

The price includes the loan of necessary IT equipment (notebook/PC), study materials and coffee breaks.

Course description

You will gain a comprehensive practical overview of the possibilities of the Compensation module related to the daily work of an administrator. You will receive support and tools for communicating processes and procedures in SAP SuccessFactors to end users and improving their user experience. You will organize a list of all administrative activities that need to be repeated before each compensation cycle. You will build confidence in making simple changes to templates in the Compensation module without the assistance of implementation consultants. During the course, you will share knowledge and experiences with other administrators. You will learn to search in additional information sources and manuals for SAP SuccessFactors. Where to find help?

Course content

1. What does the Compensation module look like in top condition?

• Module presentation

2. Specifics of COMP vs. VP vs. Rewards and Recognition

• General introduction to the difference

3. Communication of managers roles and tasks in SF

• Notifications
• Communication tools with employees

4. Annual activities

• Compensation cycle
• Template copying

5. Difference in permissions

• RBP vs. Field Based Permissions

6. Approval and planning

• Route map
• Executive review
• Budgets
• Eligibility guidelines and rules

7. Control of COMP data

• Executive review
• Reporting

8. Working with rewards and recognition

• Rewards & Recognition

9. GDPR

• DRTM settings

10. Budget forecasting

• Reporting
• Forecasting

11. Data structure in VP

• Data management

12. Ways of communication with employees

• Notifications
• Statements
• Live profile

Each day: 9:00-16:00

Price of the 2-day course: 26,000 CZK without VAT/person.

The price includes the loan of necessary IT equipment (notebook/PC), study materials, and coffee breaks.

Course description

You will gain a comprehensive, practical overview of what SmartRecruiters can do and how it fits into the SAP SuccessFactors ecosystem.

You will become familiar with the administrative settings – from company information and organisational structure to users, roles and permissions.

You will learn how to design and adjust the recruitment process to meet your company's needs, without the assistance of an implementation consultant.

You will understand the candidate journey from job posting to signed offer and where you can influence it.

You will become familiar with the integration options with Employee Central and Onboarding, as well as how to make the transition from SAP SuccessFactors Recruiting as straightforward as possible.

You will organise and structure the list of activities that an administrator needs to perform regularly.

As part of the course, you will share knowledge and experience with other administrators.

Course topics

1. Introduction to SmartRecruiters

• Product portfolio and its place within SAP SuccessFactors
• Basic data model: job, candidate, application, recruitment process

2. Navigating the system

• Dashboard, navigation, notifications
• Collaboration of the recruitment team on a position
• Personal user settings, email and calendar integration

3. Company administration

• Company information, locations, departments and organisational structure
• Job fields and org fields – creating custom fields
• Synchronisation of fields from SuccessFactors

4. Users, roles and permissions

• Standard system roles and their scope
• Custom roles and permission granularity
• Roles within the hiring team for a specific position
• Creating and deactivating users, login and SSO

5. Job configuration

• Job posting templates
• Required fields, validation and position properties
• Approval workflow for opening a position
• Internal and external publishing

6. Job advertising and sourcing

• Career pages, job widget and job alerts
• Publishing to job boards and Marketplace
• Employee referrals
• Talent pools and the basics of Candidate Relationship Management

7. Candidate experience

• Application form and its configuration
• Screening and knockout questions
• CV processing and duplicate candidates
• Career page branding and language versions

8. Recruitment process and interviews

• Process stages and custom steps
• Multiple processes for different types of positions
• Interview types, evaluation forms and feedback
• Interview scheduling and working with calendars

9. Offers

• Offer templates and their fields
• Offer approval workflow
• Document generation and electronic signatures
• Candidate acceptance and handover to the next step

10. Communication and notifications

• Email templates and bulk communication with candidates
• System notifications and their management
• Winston Chat and Winston Match – capabilities and configuration

11. Compliance, GDPR and data protection

• Candidate consents and retention rules
• Data deletion and anonymisation
• Legislative requirements for individual countries
• Audit trail and data access

12. Reporting and analytics

• Standard reports and dashboards
• Custom reports and data exports
• Recruitment metrics – funnel, time to hire, candidate sources

13. Integration with SAP SuccessFactors

• Native integration: synchronisation of users, configuration data and jobs
• Handover of a hired candidate to Onboarding and Employee Central
• APIs and Marketplace connectors (assessments, background checks, job portals)
• What the transition from RCM means and what to watch out for

14. Practical exercise and common mistakes

• Walkthrough of the complete scenario: from opening a position to a signed offer
• Administrator's checklist – what to check regularly
• Where to find help: documentation, release notes, community

2-day course: 9:00-16:00

Price of the course: 26,000 CZK without VAT/person.

The price includes the loan of necessary IT equipment (notebook/PC), study materials and coffee breaks.

Course description

Recruitment is a key process in every company today, become an expert in this area. Recruitment templates, HR requirements, and talent search among candidates, not only these processes will you learn to set up in this module. You will understand and correctly identify the needs of all parties involved in the selection process. You will understand the workflow of tasks in the Recruitment module and learn to use rules and system notifications. You will understand the connection between the candidate's profile and the employee's profile. You will learn to create and use recruitment reports for your managers. Finally, you will practically try out individual settings in the system and their impact.

Course content

1. Preparation for recruitment

• Creation and configuration of individual recruitment templates
• Creating, approving job postings
• Configuration and management of automatic rules

2. Candidate acquisition

• Posting job ads and candidate applications
• Advanced setting of job ad publication on job portals
• Manual entry of candidates into the system (individual and bulk)
• Configuration of candidate search settings
• Setting up and managing automatic Talent pools

3. Candidate selection

• Evaluation of candidate data, handover to other persons for processing
• Candidate interviews, data editing in the system, automatic actions
• Processing and protection of candidates' personal data in SAP SuccessFactors

4. Job offer

• Setting up and managing the process and approval
• Creation and approval of job offers
• Configuration of automatic rules for working with offers
• Sending the offer to the candidate

5. Acceptance or rejection of the candidate

• Configuration options for linking the recruitment module with related SF modules
• Automatic actions when rejecting a candidate

6. Recruitment reporting

• Creating and using basic reports in the Recruitment module
• Possibility of linking recruitment data with data in Employee Central for internal candidates

Each day: 9:00-17.00

Price of the 3-day course: 38,000 CZK without VAT/person.

The price includes the loan of necessary IT equipment (notebook/PC), study materials, and coffee breaks.

Course description

The Employee Central module is the most comprehensive part of the SAP SuccessFactors HR system. Each topic will be discussed at a theoretical level, followed by practical exercises directly in the system. The main goal of the course is to learn the basic functions and settings of the module. You will be able to manage employee and organisational data, including making changes and necessary corrections. User account management, settings, permissions, and system security for data protection will become second nature to you. Worried about workflows, notifications, event management, and other system intricacies? You will learn everything and be able to customise them according to corporate needs and standards. Reporting is essential, and you will learn basic analytical tools within the system.

Course content

1. Introduction to SF Employee Central

• Basic information about Employee Central and its key functionalities
• Overview of the data model and basic entities
• Basic overview of the user interface and system navigation

2. Organisation and employee data management

• Creating organisations and departments in the system
• Basic organisation settings and configuration
• Configuration of employee components
• Basics of business rules and their utilisation

3. Employee management

• Creating and editing employee accounts
• Adding and deleting employees in the system
• Working with employee data

4. Position management

• Creating and deleting job positions
• Assigning employees to job positions

5. Picklist management

• Creating and editing picklists

6. Workflow, events and notifications

• Setting up and managing workflow processes for various events and changes in the system
• Configuration of notifications for various types of events, such as employee data changes
• Management and monitoring of ongoing workflow processes and notifications
• Identification and tracking of events in Employee Central, such as changes in employee profiles, creation of new user accounts, changes in salary data, etc.

7. Employee and manager system administration

• Management of user accounts and permissions
• Configuration of security and access control

8. Document generation

• Creating document templates and options for content editing
• Generation and distribution of documents to employees and managers

9. Basics of Employee Central reporting

• Creating and filtering custom reports
• Configuration of reports and settings for access to reports

10. Basic analytical tools for data control

• Change Audit Report tool, Data Inspector, and other options for addressing any data inconsistencies that may arise

Each day: 9:00-16:00

Price of the 3-day course: 38,000 CZK without VAT/person.

The price includes the loan of necessary IT equipment (notebook/PC), study materials, and coffee breaks.

Course description

You will gain a comprehensive, practical overview of the LMS (Learning Management System) module’s capabilities relevant to an administrator's daily work.

You will acquire the support and tools needed to communicate SAP SuccessFactors training processes and procedures to end-users and managers, thereby enhancing their user experience.

You will organise and clarify the list of administrative tasks involved in managing libraries, items, and automated processes.

You will build the confidence to perform routine configurations and content management within the LMS module without the assistance of implementation consultants.

You will share knowledge and experiences with other course participants.

You will learn how to navigate additional information sources and manuals for SAP SuccessFactors LMS.

Course content

1. Fundamental building blocks of training

• Items (courses), Classes (sessions), and their structural settings
• Curricula vs. Programs – differences and practical application

2. Library and content management

• Library structure and visibility management for employees

3. Training assignment automation

• Assignment Profiles – setting up rules and dynamic groups
• Automatic assignment of mandatory courses and recommendations for elective courses

4. Management of in-person and virtual courses

• Scheduling sessions, managing instructors, rooms, and capacities
• Registration, approval processes, and waitlists

5. Permissions and security

• LMS roles and security domains
• Linking LMS permissions with RBP in SAP SuccessFactors

6. Automated processes (APM)

• Configuring recurring tasks (Notification APM, Learning Expiration APM)
• Monitoring process execution

7. Results tracking and reporting

• Manual and bulk recording of course completion (Learning History)
• Standard reports

8. Notifications and communication

• Management and editing of email templates (Notification Templates)
• Tools for employee communication and deadline reminders

9. GDPR and data retention in the LMS

• DRTM configuration for learning modules

1-day course: 9:00-17:00

Price of the 1-day course: 14,000 CZK without VAT/person.

The price includes the loan of necessary IT equipment (notebook/PC), study materials, and coffee breaks.