Success Factors

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Course Description

Module 1: Introduction to Mastery

  • Learn the products
  • Instance, Provisioning explanation
  • Basic company settings in Provisioning
  • Creating administrators.
  • Instance basic settings – Passwords, Home Page, Welcome Menu, Company info, Employee files
  • Administrator tools
  • Bizxpert Methodology – Implementation Methodology.
  • Commonly used terms
  • Admin Privileges
  • Setting up company Logos
  • Manage Data User Records
  • Employee Data File
  • Permissions
  • Password Policies
  • Email Notifications
  • Change engine configuration
  • Text Customization in Instance
  • Rating Scales
  • Route Maps
  • Launching forms
  • Employee Profile
  • XML and Data models
  • Pick lists
  • Role Based Permissioning
  • Reporting
  • Rating Scale Dashboards
  • Reporting Admin & Introduction
  • Manage Report Permissions


Module 2: Employee Central MasteryCore HCM Module (EC)



  • SAP SuccessFactors Employee Central – Introduction
  • Introduction and basic provisioning settings
  • Employee Central Implementation Sequence
  • Data models and DTDs
  • Setting Up the EC Environment
  • Turning on the People Profile and Action Search


  • SAP SuccessFactors Employee Central – Security – Role-Based Permissions
  • Understanding security
  • Managing User Access
  • Managing Security Using Role-Based Permissions (RBP)
  • Implementing Data Changes


  • SAP SuccessFactors Employee Central – Corporate Data and
    Foundation Tables
  • Understanding Foundation objects
  • Configuration of MDF objects
  • Propogation, initilization rules and Event derivations
  • Customizing and Populating a Foundation Table (FT)
  • Configuring the Country-Specific Field (CSF) Corporate Data Model
  • Identifying and Adding Picklists to Foundation Objects (FO)
  • Managing Associations in the Corporate Data Model
  • Enabling Language Packs for Translations



  • SAP SuccessFactors Employee Central – Employee Data
  • Understanding Employee/Employment Objects
  • Storing Employee Data
  • Importing Users and Data and Implementing Mass Changes
  • Configuring the Succession Data Model
  • Configuring the Country-Specific Field (CSF) Succession Data Model



  • SAP SuccessFactors Employee Central – Self-Service and
  • Manage Business Configuration
  • Managing Role-Based Permissions (RBP) for Self-Service Access
  • Customizing Self-Service Transactions Using Workflows
  • Event Reason Derivation



  • SAP SuccessFactors Employee Central – Object and Rule
    Management in the Instance
  • Building Meta Data Framework (MDF) Objects for Employee Central (EC)
  • Customizing an MDF Object Using Configurable UI
  • Creating a Configurable Rule Using the Rules Engine


  • SAP SuccessFactors Employee Central–Position
  • Setting up Position Management
  • Global Assignments


Module 2: SAP SuccessFactors Performance and

Goals Management (PM & GM)



  • Getting Started with SAP SuccessFactors Performance and Goal Management
  • Preparing for Performance and Goals Academy
  • Implementation and Product Documentation
  • Using Performance and Goals Product Modules and Provisioning
  • Assigning Role-Based Permissions (RBPs)
  • Compiling User Data


  • Goal Management (GM) as an Administrator and End-User
  • Managing Goals in Goal Management
  • Assigning Roles and Permissions in Goal Management
  • Aligning Goals in Goal Management
  • Managing Goals and Goal Libraries



  • Goal Plan Template Configuration
  • Identifying the Elements and Resources of the Goal Plan
  • Managing Goal Plan Templates
  • Modifying the Global Settings of a Goal Plan Template
  • Replacing Text and Defining Minimum and Maximum values in Goal Management
  • Goal Plan Categories
  • Goal Plan Fields
  • Goal Plan Permissions
  • Goal Plan Layout



  • Continuous Performance Management
  • Introducing and Configuring Continuous Performance Management
  • Competencies, Job Families, and Job Roles


  • Performance Management as an Administrator and End-User
  • Describing the Principles and Tools of Performance Management
  • Establishing Workflow and Recording Evaluations with the Performance Form
  • Creating a Performance Form
  • Describing Roles for Performance Management and Accessing the Document Type Definition (DTD)


  • Performance Management Template Configuration
  • Listing Provisioning Features Commonly Enabled in Performance and Goal Management
  • Using the Performance Management Template
  • Managing Performance Management Template Settings
  • Managing the Performance Form
  • Adding and Modifying Sections in Manage Templates and XML
  • Configuring Section Attributes in the Performance Form
  • Configuring the Performance Form
  • Describing the Basic Structure of the Objective (Goal) Section(s) in the Performance Form
  • Configuring the Objective (Goal) Section(s)
  • Populating Goals in the Performance Form
  • Performance Form Permission Configuration
  • The Team Overview and Stack Ranker Tools


  • Performance Management and Goal Management Integration
  • Defining Integration in Performance and Goal Management
  • Defining the Goal Management and Performance Management Integration Process

About Instructor

  • admin


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