SuccessFactors 2020 H2 Release Highlights

SuccessFactors 2020 H2 Release Highlights

Core HREmployee Central | Time Off | Global Benefits

+1,000 employees

18 countries

19 years of experienceon the market

Cloud Quality Certified

110 Million Revenue

11 Global Partners

+1,300 customers

HR Path: Global leader in HR Solutions

EMEA: Germany - Belgium - Spain – France - MoroccoNetherlands – UK - SwitzerlandAMERICAS: Canada - USA – MexicoASIAPAC: Australia - India – Indonesia - New-CaledoniaPhilippines - Singapore - Vietnam

© 2020 HR Path

Cloud

93

2018

72

2017

602016

3 business lines:

110

2019

ImplementAdvise Run

130(e)

2020

How did we get here: Mergers and Acquisitions (24)

2001

Launch of

2009

2010

2011

Launch of

2012

Acquisition of Wellington

and rebranding

2013

Acquisition of ICRH

to create

2015

2016 2018

20192017

2020

Australia - Belgium - Canada -France - Indonesia - Mexico -Singapore – Germany - Switzerland - UK - USA

+270 consultants on SAP HCM & SuccessFactors Solutions

18 years of experienceon the market

Cloud Quality Certified

+300 customers

Global leader in SAP HCM & SuccessFactors Solutions

Cloud

18 countriesEMEA: Germany - Belgium - Spain – France - MoroccoNetherlands – UK - SwitzerlandAMERICAS: Canada - USA – Mexico - PeruAPAC: Australia - India – Indonesia - Philippines - SingaporeVietnam

136

134

Consultants SAPconsultants SAP SuccessFactors

4523 27

2018 2019 2020

Million revenue in Euros

No. 1 Packaged Solution

118 women 152 men

51SAP Global Pinnacle Award Finalist in Packaged Solution Category both 2019 & 2020

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,

USA, Australia, Indonesia, Singapore, Mexico, Belgium, Switzerland

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

• SuccessFactors RDS Certified Partner

• Partner Center of Expertise (PCOE)

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

© 2020 HR Path 5

Our Breadth of SuccessFactors Capabilities

©2020 HR Path

Benefits & Wellness19 certified18 clients

Collaboration52 certified180 clients

Time & Attendance18 certified47 clients

Payroll & Compensation27 certified

25 clients

People Analytics19 certified

18 clients

Performance & Goals25 certified70 clients

Succession & Development20 certified

17 clients

Core HR 72 certified180 clients

Recruiting26 certified50 clients

Onboarding23 certified20 clients

Learning 21 certified25 clients

• 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

© 2020 HR Path

Raven Intel Report

https://ravenintel.com/listing/hr-path-2/#utm_source=SAP%20SuccessFactors%20Report&utm_medium=Report&utm_campaign=SAP%20SuccessFactors%20Q4%20Report

WHAT IS IT?

8© HR Path 2020

• This presentation is meant to provide a more detailed description of the new functionalities in Core HR (Employee Central, Time Off and Global Benefits) 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.

Note : The SuccessFactors second half (2H) 2020 release was deployed in Preview data

centers on 16th October and is scheduled to deploy in Production on 20th November.

What is it?

© HR Path 2020

Employee Central

10© HR Path 2020

• New functionalities

• Configurable New Hire

• Internal Job History Block Available in People Profile

• New Permission Category for Hires, Rehires, Manage Pending Hires, Hire Templates, and Contingent Worker

• New Business Rule Scenario for Workflows

• Skip Consecutive Workflow Steps with Duplicate Approver

• Live Profile User Information for Contingent Workers

• Admin Alerts for Manage Pending Hires

• Work Permit Import Enhancement

• Important Changes

• Option to Select Event Reason While Hiring or Rehiring Contingent Workers

• Integration of Position Management with SAP Fieldglass

• Event Reason XML Deprecation

Overview

© HR Path 2020

Employee Central New Functionality

12© HR Path 2020

• What is it?

You can now flexibly configure the hiring process to cater to different needs for your workforce. You create templates where you specify only the blocks needed for the type of employment you are hiring for, meaning that you can add, remove, and rearrange the order of the blocks as well as add standard and custom MDF objects to the configuration.

In addition, this gives you the ability to add custom content while hiring. For example, you can add a National ID that has a different format than the standard supported format or you can add a custom block to collect T-shirt sizes to order uniforms for the new hires.

• Prerequisites

• You need to have the Administrator Permissions > Manage Hires > Manage Configuration Templates permissions.

• Configure desired templates in Manage Data tool

© HR Path 2020

Configurable New Hire

• How does it work ?

Enable permissions access

© HR Path 2020



Create a new “Hire Template”

© HR Path 2020



When you add new employee you can select your template:

© HR Path 2020


• What is it?

You can now configure the Internal Job History block in the People Profile to view a summarized version of an employee's job history at the company.

This is a read-only block, showing a filtered version of the job history for an employee based on a rule scenario configured to show selected fields from Job Information. Whereas typically only HR admins have access to the details in the Job History (in the Job Information block), the selected information on an employee’s history as part of the Internal Job History Block is typically useful for a broader audience.

The Job History Block was added for Employee Central customers who wish to view a summary of an employee’s internal job history at the company. This block allows a customer to filter the data based on the Job Information fields they would like to see.

© HR Path 2020

Internal Job History Block Available in People Profile

Prerequisites• Role Based Permissions• Configuration of internal job history block using rules• Addition to People Profile


First step: Permission access

© HR Path 2020



Third step: Configure People Profile

© HR Path 2020



Fields selected in Configure people profile:

© HR Path 2020



How it looks in the people profile :

© HR Path 2020


• What is it?

The new Manage Hires section contains all the hire-related permission settings so that granting access to HR admins and managers for new users is more efficient.

Moving all the hire-related permission settings into one category provides an easier overview of all the settings as well as who can create users in the system.

The new category is Administrator Permissions Manage Hires and contains the following settings:• Add New User• Manage Pending Hires• Rehire Inactive Employee• Rehire Inactive Employee with New Employment• Rehire Inactive Employee with New Employment (by 'match in New Hire)'• Rehire Inactive Employee (by 'match in New Hire)'• Add New Employee for Fixed Term• Include Inactive Employees in the search• Add Contingent Worker• Allow users to manage all drafts including those saved by others (By disabling this option, users can only work with

drafts saved by them)• Manage Hire Configuration Templates

© HR Path 2020

New Permission Category for Hires, Rehires, Manage Pending Hires, Hire Templates, and Contingent Worker

• How does it work?

We provided a new, special-purpose business rule scenario for you to create business rules that trigger workflows.

You can find the new business scenario Trigger Workflows under the Employee Central Core category on the Configure Business Rules page. This scenario removes irrelevant options or settings that are visible in a generic business rule scenario and offers special support when you define the THEN statement of your business rule. It is recommended to use this business scenario to create all your workflow business rules going forward.

© HR Path 2020

New Business Rule Scenario for Workflows


© HR Path 2020

New Business Rule Scenario for Workflows

• What is it?

This new feature allows customers to skip all the consecutive workflow steps with the same single approver, except the last step.


After customers enable the option Skip workflow steps with duplicate approver in Company System and Logo Settings, the steps immediately close to each other and having the same single approver, except the last one of them, are automatically skipped. These steps are marked as "Skipped" on the Workflow Participants dialog box and in the Activity area of the Workflow Details page. Only the last step of these consecutive steps needs to be processed. By skipping other steps, customers can shorten a long approval chain, improving efficiency without affecting data quality.

© HR Path 2020

Skip Consecutive Workflow Steps with Duplicate Approver


Check “Skip workflow steps with duplicate approvers” in “Company system and Logo Setting”

© HR Path 2020



© HR Path 2020


After Change

• What is it?

Live Profile User Information is a custom data block that you can add to your People Profile to display and manage additional information about contingent workers. In Employee Central, there's limited information shown for contingent workers on the People Profile, which implies that you can only view and edit information that's available. To modify other details, you must import the required data using different methods such as OData APIs or Employee Central Imports.

© HR Path 2020

Live Profile User Information for Contingent Workers


• Note

Note : If you already use Live Profile User Information block for regular employees, you need not configure your People Profile as the custom block is now visible for contingent workers as well.

© HR Path 2020

Live Profile User Information for Contingent Workers

• What is it ?

You can now access your pending hires using Admin Alerts 2.0 from home page or Admin Center.

This alert will ease navigation to the Manage Pending Hires tool for the users.

• Prerequisite

Enable Admin Alert 2.0

Permission to “Manage Pending Hires”

© HR Path 2020

Pending Hires Available in Admin Alerts 2.0

• How It Looks

© HR Path 2020

Pending Hires Available in Admin Alerts 2.0

• What is it ?

Admin Alerts 2.0 now monitors HR data issues arising out of incorrect or invalid Foundation Object

configurations in the Job Information of users, in addition to monitoring issues related to inactive

dynamic role users.

As a Manager or an Administrator, you can proactively identify and resolve the reported Job

Information issues to maintain data integrity. We intend to make Admin Alerts 2.0 the preferred

application to manage HR data issues and deprecate the legacy Admin Alerts in a future release.

• Prerequisite

Following permissions are needed:

- Administrator Admin Alerts Access Admin Alerts.

- Administrator Admin Alerts Object Permissions Job Information Admin Alert, with the

permission to edit/view Job Information alerts.

© HR Path 2020

Admin Alerts 2.0 for HR Data Issues

• How It Looks

© HR Path 2020

Admin Alerts 2.0 for HR Data Issues

• What is it

Now you can import work permit data in a new way based on the Centralized Services.

As a collection of specialized services governing different processes in Employee Central, the

Centralized Services bring many improvements to the data import process. In the case of work

permit importing, we validate business keys to ensure their uniqueness, adopt the Full Purge

mode, and import data based on user ID, instead of person ID.

The shift from the legacy approach to this new one to importing work permits improves data

quality and reduces maintenance costs.

• Prerequisite

Enable Centralized Services in Company System and Logo Setting

© HR Path 2020

Work Permit Importing on Centralized Services

• How it works

Download “Personal Document Information” from Import Employee

Fill the template with your data and upload

© HR Path 2020


• How it works

Following fields are mandatory:

- Country

- Document Number

- Document Type

- Issue Date

- User ID

© HR Path 2020


Employee Central Important Changes

37© HR Path 2020

• What is it?

You can now select an event reason from the UI while hiring or rehiring contingent workers. You no longer need to rely only on business rules to derive an event reason when you hire or rehire contingent workers.

© HR Path 2020

Option to Select Event Reason While Hiring or Rehiring Contingent Workers

• What is it?

We've updated the integration process between SAP Fieldglass and Position Management.

When you create an SAP Fieldglass requisition from position organization chart, the entire position object is now passed to SAP Fieldglass.

This enhancement eliminates the manual effort of creating and attaching a business rule to map fields between Position Management and SAP Fieldglass.

© HR Path 2020

Integration of Position Management with SAP Fieldglass

• How did it look versus new situation

• Before


© HR Path 2020

• How did it look versus new situation

• After


© HR Path 2020

• What is it?

As of 2H 2020 release, the XML template for deriving event reasons for Job Information and Compensation Information is deprecated.

From now on, business rules must be used for deriving an event reason. There's a new rule scenario to support onSave rules in Job Information and Compensation Information for event reason derivation.

We've introduced this feature to give you, as an administrator, more flexibility in the system. You no longer need to submit support tickets to adjust the XML

Migration takes place only if you’ve the Enable youCalc rules engine for HRIS setting enabled in Provisioning.

For each object, one business rule is created. All the migrated rules start with the postfix 'migrated rule' to make it easier for you to review and edit the rule.

Note : Requires provisioning access to update the settings.

© HR Path 2020

Event Reason XML Deprecation

Time Off

43© HR Path 2020

Time OffOverview

44© HR Path 2020


• Advance Leave Payment - Rule Function for Fiscal Year Validation


• Retry Counter

• Ad Hoc Time Accounts

• Automatic Adjustment of Accrual Transfer Dates

• Cross-Midnight Absence Recording in Time Management

• Cross-Midnight Changes to Work Schedule in Time Management

• Leave Purchase for Time Accounts

• New Day View for Team Absence Calendar(Universal)

• Searching Users in the Team Absence Calendar

• Short Term Disability Absence for Canada and United States

Overview

© HR Path 2020

Time OffImportant Changes

46© HR Path 2020

• What is it?

The administrator can create a business rule to create a customized message for the user if they want to split advance leave payment across fiscal years.

This rule function based on the requirement to display a customized message to the user, this message depends on the start date and end date of the absence. The message is also based on the selection of the option to split the payment across fiscal years.

• Prerequisites

The rule created needs to be selected in the Take Rules section of the Time Type.

© HR Path 2020

Advance Leave Payment - Rule Function for Fiscal Year Validation

Time OffNew Functionality

48© HR Path 2020

• What is it?

• Some changes to an employee's job information, for example, changes to the work schedule or time

profile, cause absences or attendances, accrual recalculations to be recalculated. Changes to actual

absences or temporary changes to time information can also result in recalculations.

• The retry counter prevents erroneous time sheets, absences, and accruals from being recalculated more

than three times.

• After three unsuccessful recalculation attempts, an alert is displayed. After solving the issue that caused

the recalculation to fail, you restart the recalculation manually in “Time management recalculation event”.

• Limiting the number of automatic recalculation attempts improves system performance.

Recalculation in Time Management- Retry Counter

© HR Path 2020

• What is it ?

You can now create ad-hoc time accounts that can be used for occasional compensatory offs, purchased

leave etc., or relocation.

• Prerequisites

The time type that you assigning to the ad hoc time accounts should exists in the time profile of the

employee.

Ad Hoc Time Accounts

© HR Path 2020

• What is it ?

The transfer dates determined by the (Initial) Accrual Transfer Date rule might need to be adjusted in case an

employee takes a certain type of leave, such as leave without pay.

With this functionality, the Accrual transfer dates are now adjusted automatically when the employee takes

those leaves

e.g. Absences will not be counted as time in service

Automatic Adjustment of Accrual Transfer Dates

© HR Path 2020

• What is it?

• A cross-midnight shift is defined as one that starts on one calendar day and ends on the next calendar day.

• Absences crossing midnight can now be created as one absence. For example, if an employee is working a

midnight shift from 10:00 p.m. to 6:00 a.m. the next day, they can record a full-day or a partial-day absence

crossing midnight.

Cross-Midnight Absence Recording in Time Management

© HR Path 2020

• What is it?

• It is now possible to enter one continuous planned working time segment from one day to the next.

• Prerequisites

• Use Period model and the Schedule Model, It is not available for work schedules of the Simple model.

• Choose the Clock Times time recording variant in your work schedules. It is not available for

the Duration variant

Cross-Midnight Changes to Work Schedule in Time Management

© HR Path 2020

• What is it?

• Employees can purchase additional time off or leave. Deductions from payroll fund the leave purchase time account.

• Prerequisites

• You have to assign the Manage Purchase Leave in Manage Time Off permissions .

• To make deductions to an employee's salary: Configuring Deductions

• You have to create business rules for Get Purchased Leave Quantity or Equivalent Quantity(in weeks) for Period in order to get the sum of the time unit, either hours or days, or the equivalent quantity in weeks in a time period using the Time Account Purchase scenario.

Leave Purchase for Time Accounts

© HR Path 2020


• The administrator designate the conditions for a purchase leave request, for example, how much or how

often the employee can request to purchase leave, a workflow can be assigned.

• That gives you the flexibility for employees to fund an additional period of leave through payroll

deductions.

Leave Purchase for Time Accounts

© HR Path 2020

• What is it?

• Employees or managers can view absences and planned working times exactly when they started and

ended on the timeline. The day view also displays cross-midnight absences and planned working times.

• Prerequisites

• The day view is useful for clock-time based users who work with definite start and end times.

New Day View for Team Absence Calendar

© HR Path 2020


• The day view consists of a 24-hour timeline which is used for rendering absences and working times based

on their start and end times. The starting hour of the timeline is 12:00 a.m., the start of the day. The time

format is displayed based on the user's locale.

• Absences in the day view are displayed based on the start and end time of the absence..

• In the calendar you can see Full Day Absence, Partial Day Absence, Multiple Day Absence, Planned

Working Time

New Day View for Team Absence Calendar

© HR Path 2020

• What is it?

• Employees or managers can now search for other users outside the peers' group for an employee, or

outside the reporting hierarchy of a manager.

• There is a search box in Team Absence Calendar to search for employees. It can be controlled by RBP

permissions.

• Prerequisites

• The following permissions are needed :

• Time Management

• Enable Search Option in Team Absence Calendar

• General User Permission Company Info Access and User Search permission.

• The target population defined under this permission is considered for the search in the Team Absence Calendar.

Searching Users in the Team Absence Calendar

© HR Path 2020

• What is it?

• Short term disability absence is a sick leave that employees are entitled to when they are unable to report

to work for a relatively longer duration due to an illness or a disability.

• Employees in Canada and the United States can now apply for a short-term disability leave in cases where

they are unable to report to work for an extended period due to illness or a disability.

• Prerequisites

• In order to request for the short-term disability absence, the employee's Time Profile should have a Time

Type associated to it, which is relevant for the short-term disability absence.

• The time type needs to have the following information:

• <Sickness Variant> as Short-term disability,

• <Classification> as Absence.

• <Absence Class> as Sickness.

Short Term Disability Absence for Canada and United States

© HR Path 2020


• For those kind of absence the admin will be allowed to record the three additional dates apart from the

start and end dates of the absence.

• Under Additional Leave Information for Canada

• Enter the Disability Period One End Date. This field indicates the end of the first period of the short-

term disability.

• Enter the Disability Period Two End Date. This field indicates the end of the second period of the

short-term disability

• Enter the Disability Period Three End Date. This field indicates the end of the third period of the short-

term disability

Short Term Disability Absence for Canada

© HR Path 2020

Benefits

61© HR Path 2020

BenefitsOverview

62© HR Path 2020


• Enhancements to the Deduction Start Date - Next Pay Period (Universal)

• Handling of US Savings Plan Partial Year Enrollments (Universal)

• Improved Handling of Import Data in Global Benefits (Universal)

• US Savings Plan Standard EC Payroll Interface (Universal)


• Enrollment or Claim of Benefits on Mobile via the Browser (Universal)

Overview

© HR Path 2020

BenefitsImportant Changes

64© HR Path 2020

• What was it?

• In the previous version, the Deduction Start Date field had two options – As of Date and Next Pay Period.

The behavior of option Next Pay Period varied across benefit types. For benefit types Pension, Insurance,

and Deductible Allowance, the deduction entries were created based on the paycheck issue date. For

benefit type Savings, the deduction date was always the start date of next pay period.

Enhancements to the Deduction Start Date - Next Pay Period

© HR Path 2020

• What is it now?

Enhancements to the Deduction Start Date - Next Pay Period

© HR Path 2020

• What is it?

• Partial year enrollments in the US Savings Plans (Flexible Spending Account, Limited Flexible Spending

Account, Dependent Care Reimbursement Account) are now supported in Global Benefits.

• When there’s a new hire or a work or life event resulting in the employee participating in the plan for less

than a full year, the system provides the opportunity for larger per pay period contributions. Therefore, the

employee can reach the maximum annual amount by the year end.

• This feature is required by the employees doing mid-year enrollments in the US Savings Plans.

• Savings plans benefit type is relevant for USA only.

• Prerequisites

• The pay calendar must be configured so that the system knows how many pay periods are remaining. The

Deduction Start Date field must be set to Always Next Pay Period to accurately calculate the estimated

contribution at year end.

Handling of US Savings Plan Partial Year Enrollments

© HR Path 2020

• How It Looks Now ?

Handling of US Savings Plan Partial Year Enrollments

© HR Path 2020

• What is it?

• Enhancement of import data functionality to make it more easily usable.

• Support for import of the Health Savings Plan (HSA) benefit type.

• Improvements in the import of insurance enrollments. For example, if employee and employer contributions aren’t maintained in the import file, the system updates the fields automatically.

• Improved error handling and validation for better usability and troubleshooting.

Improved Handling of Import Data in Global Benefits

© HR Path 2020

• What’s changed?

• In the previous version, in the savings plans HSA, FSA, LFSA, and DCRA, Annual Maximum Contribution,

Employer Contribution, and Employee Annual Limit (only applicable for HSA) were not replicated to payroll.

• In current version for HSA, the following information is replicated to payroll:

• Annual Maximum Contribution

• Employer Contribution

• Employee Annual Limit

• Employer Contribution Pay Component, Annual Maximum Contribution Pay Component, and Employee

Annual Limit Pay Component fields are added to benefit configuration UI for HSA. The information is stored

in the One-time Information for Benefit Integration object.

• For FSA, LFSA, and DCRA, the Annual Maximum Contribution amount is replicated to payroll. Annual

Maximum Contribution Pay Component field is added to benefit configuration UI for FSA, LFSA, and DCRA.

The information is stored in the One-time Information for Benefit Integration object.

US Savings Plan Standard EC Payroll Interface

© HR Path 2020

BenefitsNew Functionality

71© HR Path 2020

• What is it?

• Support for enrolling and claiming benefits on mobile via browsers.

• As the native app only supports basic benefit employee claim scenarios, now enabled browser support for

benefit features on mobile.

• What’s changed?

• You can now enroll and claim benefits on mobile using any browser.

Enrollment or Claim of Benefits on Mobile via the Browser

© HR Path 2020

Thank you for your attention

© 2020 HR Path

Follow us on Social Media!

Frederic Van [email protected]

Navjot [email protected]

Jimmy [email protected]

https://www.facebook.com/HRPath/

https://www.linkedin.com/company/665281/

https://twitter.com/HR_Path

https://www.youtube.com/user/HRPath/

mailto:[email protected]



Documents

SuccessFactors 2020 H2 Release Highlights