Successfactors implemenation steps

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Successfactors implementation steps


We will define a project
Capture requirements

Define implementation methodology

Define goals and objectives and scope


I need all modules, XYX company ( ACE Insurance company ) is implementing all modules in SF


Define Organization structure - Legal entities, currencies, Cost Centers etc

Download the latest data model from parnter website

Download and install XML pad

Design the data model - 7 data models - Custom Fields

Modify the data model - 7 data models

Log in to provisioning system and make changes as requried.

Import the data model

Review Foundation objects, picklists, Permissions, Security, Event codes , reasons, workflow

Import data into Foundation objects

Creating Employees

Goals , Performance, Compensation, ....


Importing/Exporting Foundation data
Importing/Exporting Picklist data
Rolebased permissions
Secrurity
Importing/Emporting employee data

Create provisioning ID

Create Super user ID

Setup company settings - turn on features

Foundation objects are used to set up data that can be shared across the entire company, such as job codes,
departments, or cost centers. Foundation objects are sometimes referred to as “foundation tables”.
Foundation objects are contained and configured in the Corporate Data Model.

Foundation objects are the first objects you should load because some of the lists of values proposed in employment
information come from the foundation objects.


Recommended 13-step implementation sequence

Step 1: Setting up a new account in Provisioning

Step 2: Creating the Super Admin Initial configuration tasks

Step 3: Defining the Corporate Data Model

Step 4: Configuring the Succession (Employee) Data Model

Step 5: Configuring the Country-Specific Corporate and Succession Data Models

Step 6: Importing the Picklist Importing Picklists

Step 7: Creating Foundation Objects

Step 8: Configuring Propagation Rules Setting up propagation rules

Step 9: Creating Event-Reason Derivation Rules

Step 10: Creating Workflow Derivation Rules

Step 11: Managing Role-Based Permissions

Step 12: Importing Employee Data

Step 13: HRIS Sync Managing Human Resource Information System (HRIS) synchronization


Corporate data model is a collection of Foundation objects in XML format which creates tables internally in SF

The Corporate Data Model is your starting point to set up a company's structure for Employee Central. This is where
you define how the organization, pay and job structures that define the company are reflected in the system. For
example, if a company's departments can be funded by several cost centers, you allow that more than one cost
center can be assigned to a department in the system. You set this up by defining foundation objects in the Corporate
Data Model and define the relationships between them by creating associations in the XML file for the data model.
Only the foundation objects defined in this data model can later be used in Employee Central, and the associations
define what a user can enter.


Download the standard Data model from SF partner portal

Install XML pad

Open Corporate Data model in XML pad

Edit the data model in XML Pad

Integration - Dell Bhoomi, Hana integration suite, ......, PI ...

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