Matrix Grid How Vs. What Report
Succession Management Talent Search
Standalone Talent Search
Role-Based Position Hierarchy
Manage Users (Enables addition of users in OneAdmin)
Use home page location for Customer Logos
Question Object Management
Survey [Not Ready for Sales/Production] — requires “Question Object Management”
Recruiting — requires “Question Object Management” and “Version 11 UI framework (ULTRA)”
Variable Pay
Include only Completed Variable Pay forms for Variable Pay Personal Statements and Combined Statements generation. — requires
“Variable Pay”
SF Notification Feature (It will take from 2 to 4 hours to take effect.)
RCM Todo Mobile Notification
PM Todo Mobile Notification
Employee Central Todo Mobile Notification
JDM v2.0/Skills Management — requires “Version 12 UI framework (Revolution)”, “Role-based Permission (This will disable Administrative
Domains)”, “Enable Generic Objects” and “Enable the Attachment Manager”
Migrate Families/Roles/Competencies from JDM 1.0: Migrate If Career Path V2 is enabled, please run the migration job for ensuring
that legacy roles are migrated to JDM 2.0 roles. To run the migration job, scroll down to "Enable Career Path v2" feature and click on the
Migrate button.
Skill Master Catalog(Ensure content is included in contract. Additional subscription fees required.)
Performance Profile/Proficiency Level
Performance Profile [Not Ready for Sales/Production]
Employee Directory
Upload Employee Directory Cover Photo: Upload Photo
Version 12 UI framework (Revolution)
Field used to group users to themes: division
Disable Theming in Version 12 UI
Version 11 UI framework (ULTRA)
Always use legacy Quick card (V11 Ultra)
SF Coach
Company Barometer [Not Ready for Sales/Production]
Enable 3 tier Language Architecture Feature
Calibration tool (9-box)[Demoable, Not Ready for Production] ( requires Version 11 UI framework (ULTRA) )
True Position Hierarchy
Ultra Organization Chart [requires Version 10 UI or Version 11 UI framework (ULTRA)]
Vertical Dictionaries for Spellchecker
English/Medical
Rich text editor for PM and 360
Rich text editor gives confirmation cleanup on text pasted from MS-Word (currently, only affects pages that use common PM code)
Faces — requires “Version 11 UI framework (ULTRA)”
Hide Hierarchy [Not Ready for Sales/Production]
Turn Off Client Side Caching (Warning! This will reduce application performance!)
Enable Administrative Domains
Restrict Permission Distribution Privileges
BI Publisher Scorecard Integration [Not Ready for Sales/Production]
Enable Multiple Files in Batch publish [Not Ready for Sales/Production]
Batch Publish Control File Size(in MB) 1
(The control file size is used to generate the output file)
Number of threads for Batch Publish(Optional) 0
Batch size per thread(Optional) 0
Succession Lineage Report [requires Version 11 UI framework (ULTRA)]
Stack Ranker for Performance Management
Stack Ranker for 360
Enable the Attachment Manager
2/11/2015 SuccessFactors V4 Provisioning Homepage
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Employee Profile data audit
Employee Central Foundation Objects
Enable Translation of Employee Central Foundation Objects — requires “Employee Central Foundation Objects”, “Enable Generic Objects”
and “Enable the Attachment Manager”
Job Classification Foundation Object uses standard Foundation Object Translation functionality (not ready to use with ODATA
APIs, JDM and SCM) — requires “Enable Generic Objects”, “Employee Central Foundation Objects”, “Enable Translation of Employee
Central Foundation Objects” and “Enable the Attachment Manager”
Employee Central
Effective Dated Data Platform
Enable Effective Dated fields in Basic Import
Employee Central V1 (i.e., Action Driven) — requires “Effective Dated Data Platform”
Employee Central V2 (i.e., Event Reason Derivation) — requires “Effective Dated Data Platform”
Enable youCalc rules engine for HRIS — requires “Employee Central V2 (i.e., Event Reason Derivation)” and “Effective Dated Data Platform”
Hide Employee Central V2 Help Link (check to hide the help icon on the top right corner of the portlet title). — requires “Employee
Central V2 (i.e., Event Reason Derivation)” and “Effective Dated Data Platform”
Enable Employee Central V2 My Benefit link (uncheck to disable the My Benefit link). — requires “Employee Central V2 (i.e., Event
Reason Derivation)” and “Effective Dated Data Platform”
Target URL
Enable Employee Central V2 timesheets link (uncheck to disable the timesheets link). — requires “Employee Central V2 (i.e., Event
Reason Derivation)” and “Effective Dated Data Platform”
Target URL
Phased Migration from EC V2 to MDF (Use this switch for testing only) [Not Ready for Sales/Production] — requires “Employee Central V2
(i.e., Event Reason Derivation)”, “Enable Generic Objects”, “Effective Dated Data Platform” and “Enable the Attachment Manager”
EC2MDF Full Scope (do not activate together with "Phased Migration from EC V2 to MDF") [Not Ready for Sales/Production]
Enable Global Assignment Management — requires “Employee Central V2 (i.e., Event Reason Derivation)” and “Effective Dated Data Platform”
Enable Dependents Management — requires “Employee Central V2 (i.e., Event Reason Derivation)” and “Effective Dated Data Platform”
Enable Position Management — requires “Employee Central V2 (i.e., Event Reason Derivation)”, “Enable Generic Objects”, “Effective Dated Data
Platform” and “Enable the Attachment Manager”
Enable Recruiting integration with Position Management
Enable Time Off — requires “Employee Central V2 (i.e., Event Reason Derivation)”, “Enable Generic Objects”, “Effective Dated Data Platform” and
“Enable the Attachment Manager”
Enable Time Off for Leave of Absence Only — requires “Enable Time Off”, “Employee Central V2 (i.e., Event Reason Derivation)”, “Enable
Generic Objects”, “Effective Dated Data Platform” and “Enable the Attachment Manager”
Enable Time Sheet — requires “Employee Central V2 (i.e., Event Reason Derivation)”, “Enable Generic Objects”, “Enable Time Off”, “Effective
Dated Data Platform” and “Enable the Attachment Manager”
Enable Advances — requires “Employee Central V2 (i.e., Event Reason Derivation)”, “Enable Generic Objects”, “Enable Deductions
Management”, “Effective Dated Data Platform” and “Enable the Attachment Manager”
Enable Benefits — requires “Employee Central V2 (i.e., Event Reason Derivation)”, “Enable Generic Objects”, “Effective Dated Data Platform” and
“Enable the Attachment Manager”
Enable IT Declarations — requires “Employee Central V2 (i.e., Event Reason Derivation)”, “Enable Generic Objects”, “Enable Fiscal Year”,
“Effective Dated Data Platform” and “Enable the Attachment Manager”
Enable Fiscal Year — requires “Employee Central V2 (i.e., Event Reason Derivation)”, “Enable Generic Objects”, “Effective Dated Data Platform”
and “Enable the Attachment Manager”
Enable Deductions Management — requires “Employee Central V2 (i.e., Event Reason Derivation)”, “Enable Generic Objects”, “Effective Dated
Data Platform” and “Enable the Attachment Manager”
Enable MDF Dummy Objects [Not Ready for Sales/Production] — requires “Enable Generic Objects” and “Enable the Attachment Manager”
Enable Service Center Add-On [Demoable, Not Ready for Production] — requires “Employee Central V2 (i.e., Event Reason Derivation)” and
“Effective Dated Data Platform”
Target URL
Hide Suggestions Link for Voice of Customer
Enable Business Process Platform(BPP) — requires “Version 11 UI framework (ULTRA)”
BI Publisher Export Scorecard XML (BTS only) [Not Ready for Sales/Production] — requires “BI Publisher Scorecard Integration”
Export Scorecard XML With Additional Information
Enable Target Population for Mass create form instances
Disable TGM link in Quick Cards
Dynamic Groups V2 (My Groups)
Dynamic Groups (deprecated) [Not Ready for Sales/Production]
Stack Ranker for Performance Management - Enable display of all forms but self.
Always use TTF Embedding for PDF [Not Ready for Sales/Production]
Enable Calibration
Employee can only be selected for one calibration session
Enable Calibration Executive Review
Enable Manager Calibration Session
Enable User Filter Multi-Select
Enable Reverse Scale
Enable Enforce Comment Option In Views
Show In-Progress Calibration Ratings In Live Profile
2/11/2015 SuccessFactors V4 Provisioning Homepage
https://salesdemo4.successfactors.com/provisioning_companies?_s.crb=gLFUkzVV2Xu1suHyVbxNo7jr65g%253d#focus 5/18
Launch Calibration From PM v12 Team Overview
Enable External Summary Link - Currently Siemens Only Feature
Server URL for External Summary - Currently Siemens Only
Select the permission model:
Use the default permission model (Administrative Domain if enabled)
Use role based permission model
Enable Business Configuration in Admin Tools — requires “Enable Generic Objects”, “Employee Central V2 (i.e., Event Reason Derivation)”,
“Enable the Attachment Manager” and “Effective Dated Data Platform”
Disable external photo link
Role-based Permission (This will disable Administrative Domains)
Refresh RBP Permission Configuration: Refresh
Enable Jam Integration
Jam Assertion Consumer Service URI https://demo.sapjam.com/saml/saml2_acs
Enable User Permissions
Enable Mobile Access
Admin UI V1
Admin UI V2
Configure Show Demo UI for PM - NO LONGER USED [Demoable, Not Ready for Production]
Enable send to server option for reports [Not Ready for Sales/Production]
Disable Development Plan link in Quick Cards
Using compound key for family and roles.
JobFamily+JobRole.
Job code may only be mapped to one role (Siemens Only).
Enable Data Retention Management
Minimum # of approvers 1
Manager Transfer for Employee Profile (Only for Company Instance Society Generale. Talk to Employee Central Product Managers before
turning this ON)
Profile V12 (WARNING: Please perform the upgrade within Upgrade Center instead. If you use this setting, you cannot easily switch back
to V11 Profile. If Upgrade Center is not available, you should back up scorecard settings in Provisioning before proceeding with the
upgrade.)
Enable Public Profile
Performance Management v12 — requires “Version 12 UI framework (Revolution)”
Admin 2.0 (OneAdmin) (requires Version 11 UI framework (ULTRA) )
Enable Compensation Admin 2.0 (OneAdmin) [Requires "Admin 2.0"]
Setup Wizard (requires Admin 2.0 )
Automatic form creation upon completion (For Bechtel use ONLY)
Enable SuccessFactors Learning integration
SuccessFactors Learning Integration URI
SuccessFactors Learning Integration API URI
Enable Custom External Module Integration [Demoable, Not Ready for Production]
Frame URL (can contain the "@CSS@" and "@LOCALE@" substitution tokens):
Enable Generic Objects — requires “Enable the Attachment Manager”
Data Privacy Consent Statement 2.0 [Not Ready for Sales/Production]
Enable PM Form Search Competencies
Instance Synchronization Tool — requires “Version 11 UI framework (ULTRA)”
Enable Performance Management Access Permission — requires “Version 11 UI framework (ULTRA)”
Enable Goal Management Access Permission — requires “Version 11 UI framework (ULTRA)”
Enable Advanced Find User Component
Enable Media Service Features (Show Me, About Me, My Name) — requires “Version 12 UI framework (Revolution)”
Disable In-Product Support (Support tab will not be displayed across the application for Admin users)
Disable version 2 of In-Product Support
Use staging server environment
DEMO Company ID
DEMO User Email
Enable V12 embeddable mode (hides top navigation header when viewed inside frames)
Add home icon next to V12 global header — requires “Version 12 UI framework (Revolution)”
Disable Form Status Page
Enable HANA DB access for RBP [Not Ready for Sales/Production]
Enable HTML5 Hierarchy Viewer (Switch was replaced in b1311 by an admin switch. This switch will be removed in b1402)
Enable Reorganization Planning [Not Ready for Sales/Production]
Enable Payment Method in Payment Information even if Payroll Integration is not enabled [Not Ready for Sales/Production]
2/11/2015 SuccessFactors V4 Provisioning Homepage
https://salesdemo4.successfactors.com/provisioning_companies?_s.crb=gLFUkzVV2Xu1suHyVbxNo7jr65g%253d#focus 6/18
Enable new Payment Information (MDF-based, effective-dated, and employment-specific).
[CAUTION: For existing customers, by switching on this feature via Upgrade Center, the old direct-deposit-based UIs, APIs and objects will
be irreversibly deactivated. New Payment Information is integrated into Employee Central Payroll– Enable full transmission mode for
Compound Employee API as a pre-requisite(delta transmission of Compound Employee API for payment information is currently not
supported). Integration scenarios towards 3rd party systems utilizing the old direct deposits APIs might no longer work. Please check in
advance and inform customers that they might need to migrate existing 3rd party integration scenarios to the new APIs, for example,
compound employee API or OData API.]
— requires “Employee Central V2 (i.e., Event Reason Derivation)”, “Enable Generic Objects”, “Effective Dated Data Platform” and “Enable the
Attachment Manager”
Enable new Payment Information V3 MDF entities only for migration (Direct Deposit and old Payment Information MDF entities are not
disabled).
Enable Payroll Integration — requires “Enable Generic Objects”, “Enable Translation of Employee Central Foundation Objects”, “Enable the
Attachment Manager” and “Employee Central Foundation Objects”
Enable Payroll Worklist — requires “Enable Generic Objects” and “Enable the Attachment Manager”
Enable Payroll Process — requires “Enable Generic Objects” and “Enable the Attachment Manager”
Enable Onboarding Application — requires “Enable Generic Objects”, “Version 12 UI framework (Revolution)” and “Enable the Attachment
Manager”
Account ID
Environment Please select an environment Path (e.g., ONB, ONBPREM)
WebService URL
Enter KMS Web Services credentials
Username
Password
Enter KMS Rest Web Services credentials
Username
Password
Enable Onboarding Tour
Onboarding Demo Environment for Recruiting-Onboarding Integration
Enable External ATS-ONB-EC Integration
Create MDF objects for KMS data (Strictly for development purpose)
Enable MDF-based new hire activity planning (refer to Onboarding Config Guide for details)
Enable Pre-Day1 Experience for new hires
Enable Name Format — requires “Employee Central V2 (i.e., Event Reason Derivation)”, “Enable Generic Objects”, “Effective Dated Data
Platform” and “Enable the Attachment Manager”
Enable filter for source code in Company Resources and Custom RTE Homepage Tiles
Enable Pension Payouts — requires “Employee Central V2 (i.e., Event Reason Derivation)” and “Effective Dated Data Platform”
Enable Cost Distribution — requires “Employee Central V2 (i.e., Event Reason Derivation)”, “Enable Generic Objects”, “Effective Dated Data
Platform” and “Enable the Attachment Manager”
Configure Custom Navigation [Demoable, Not Ready for Production]
Enable access to unpublished content from the SuccessStore (for testing purposes only)
???PARAM_IS_PHOTO_CACHING_DISABLE???
Enable Presentations
Enable Relative Dates For Form Routing
RBP Setup Wizard [Not Ready for Sales/Production] — requires “Admin 2.0 (OneAdmin) (requires Version 11 UI framework (ULTRA) )” and
“Role-based Permission (This will disable Administrative Domains)”
Enable Concurrent Employment Management — requires “Employee Central V2 (i.e., Event Reason Derivation)” and “Effective Dated Data
Platform”
Performance Management Unity — requires “Performance Appraisal Smart Form”
Position Tile View
Enable UI Integration with SAP ERP Systems [Demoable, Not Ready for Production] — requires “Enable Generic Objects” and “Enable the
Attachment Manager”
Enable Group filter in Inbox of forms list page [Not Ready for Sales/Production] — requires “Dynamic Groups V2 (My Groups)”
Siemens Only: Disable Info Center Actions
Enable Transfer Inbox documents for C-Step users during Bulk User Import (Works only for E, EM, EX and EP Roles)
Succession Talent Search v2 [Demoable, Not Ready for Production]
Enable Action Search (requires Role-based Permission, Generic Objects and Version 12 UI framework (Revolution))
Enable V12 Position Organization Chart (requires Version 12 UI framework (Revolution))
Customer Performance Reporting
Enable 9-Box Unity[Beta] — requires "Version 12 UI framework"
Enable MDF Data sync via Instance Sync Tool [Not Ready for Sales/Production]
Enable JAM Notification via BizX Server to Server Service [Not Ready for Sales/Production]
People Profile [Demoable, Not Ready for Production]
Enable GIFAR Detection for File Upload
Disable CSRF Filter (Please email eng-security before turning off the feature.)
2/11/2015 SuccessFactors V4 Provisioning Homepage
https://salesdemo4.successfactors.com/provisioning_companies?_s.crb=gLFUkzVV2Xu1suHyVbxNo7jr65g%253d#focus 7/18
Enable Redirect Interstitial
Disable SKIPINTERSTITIAL Flag [SSO Customers must add SSO Redirect URLs into Interstitial Whitelists] (Please email engsecurity
before disabling the flag.)
Enable Redirect Interstitial V2 [Not Ready for Sales/Production]
Enable Strict URL Check
Enable Outlook Integration
Custom Select Employee Search Default Selection Contains
Show User ID field in Manage Users ( These controls are replicated in the Define Employee Fields tool in Admin 2.0.)
Goal Frameworks Save
Goal Management Suite
Total Goal Management
Project Teams [Not Ready for Sales/Production]
TGM Version 10 UI — requires “Total Goal Management”
TGM/CDP Goal Transfer Wizard
My Goals Tab - For V10 and Ultra — requires “Total Goal Management”
Goal Import
Enable Group Goals 2.0 — requires “Total Goal Management”
Enable target population for group goals — requires “Total Goal Management”
Enable Group Goals 2.0 Push-down Update for Inactive Users — requires “Enable Group Goals 2.0” and “Total Goal Management”
Enable the GM-PM Sync up
Enable Goal Management V12 — requires “Version 12 UI framework (Revolution)”
Enable target population of Group Goal Assignment permission - requires "Role-based Permission"
Enable target population of Group Goal Deletion permission - requires "Role-based Permission"
Career & Development Planning
CDP Full (Development Plan)
Enable Development Plan V12 [Not Ready for Sales/Production] — requires “Version 12 UI framework (Revolution)”
CDP Lite (Development Goal Plans on PM Forms only)
Career Worksheet
Career Worksheet V12 — requires “Version 12 UI framework (Revolution)”
Enable Career Path V2 [Demoable, Not Ready for Production] — requires “Enable Generic Objects” and “Enable the Attachment
Manager”
Migrate career paths from JDM 1.0 to 2.0: Migrate — requires "Enable JDM v2.0/Skills Management" and migration of
Families/Roles/Competencies from JDM 1.0
Transcript — requires “Version 11 UI framework (ULTRA)” (Available ONLY to customers with SF Learning and Siemens/Tyco!)
Use default value for required field validation
Enable Add Learning Activity Manually
Variable Pay
Variable Pay Executive Review Threshold for Online Export: Save
Enable Assigner Based Functionality.
Enable Inline Edit for Executive Review.
Enable Forecasting Functionality
Allow splitting of Employee History Records by PM Dates for EC Integration.
Show Budget information on Admin Summary page
Variable Pay Employee History Threshold for Budget of Admin Summary page: 10000
Show Eligibility information on Admin Summary page
Turn on Compensation Eligibility for Variable Pay program
Variable Pay Employee History Threshold for Eligibility on Admin Summary page: 10000
Variable pay history processor batch process size:
Variable pay history processor sub job number (not more than 5):
Variable pay calculation batch process size (default batch size is 100):
Variable pay calculation batch process size for EC records(no more than above size):
Variable Pay Customer's External Integration URL:
2/11/2015 SuccessFactors V4 Provisioning Homepage
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Users enabled to access the URL (separate multiple usernames by ,):
Analytics and Dashboard Tabs & Misc Reporting Save
WFA/WFP/talent insight Integration (all fields in this section are case sensitive)
Single Sign On (SSO)
Application URL
Data Service URL (supporting home page tile integration)
Organization Creation URL (supporting automated creation of organizations)
global id field (requires Live Profile data model) Select One...
Enable SAML for SSO (Recommended. If selected please also configure “Authorized SP Assertion Consumer Service Settingsô€Žµ?)
SSO Web Service URL
WFA/WFP/Talent Insight company identifier
E-Mail Ids to send ODS creation status
Online Report Designer
Workforce Analytics Client (Metrics Cube Data Source)
Talent Insights (Metrics Cube with Question Data Source)
EC Client (Advanced Reporting using ODS Data Source)
Platform Client (Adhoc Data Source)
LMS Client (API to LMS Data Source)
SF Public Base Uri
SAML IDP Base Uri
OAuth Base Uri
OAuth Client Id
OAuth Client Secret
SF Base Uri
Learning Base Uri
OData Base Uri
Session Management Base Uri
Pixel Perfect reports
Enable BIRT for generating Pixel Perfect reports
Enable BIPublisher to BIRT Template Converter
Analytics Tab (Reporting button in V9)
List Views (Dashboard Drilling)
Spotlight Views
Spreadsheet Reports
Classic Reporting
Dashboards 1.0 (Tool has been sunset - do not turn on!)
Workflow Status and Score Distribution [Via V9 reports button/V10 Analytics Tab -Classic Reporting (in V10 called "Aggregate & Individual
Workflow Status"/"Ratings Distribution by Hierarchy")- This feature is Obsolete and should not be used.
Manager Dashboard [Accessed from V9 "Manager Dashboard Tab"/V10 "My Team tab"]
Gap Analysis
Reporting v2 (this is ONLY for backward compatibility - do not turn it on)
Enable Schedule Export from List Views
Disable Export to Excel from List Views
Use Pre-built Goal List to Improve Performance
Pre-built Goal List Refresh Rate (In hours): No Automatic Refresh
Use Update Button on Goal List to Refresh Pre-built Goal List
Ad Hoc Report Builder Standard Reports Bin
Ad Hoc Report Builder
Recruiting
Recruiting V2
Succession (Incumbent-based nominations)
2/11/2015 SuccessFactors V4 Provisioning Homepage
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Succession (Position-based nominations)
Succession (Role-based nominations)
Succession (Pool-based nominations)
Compensation Eligibility
Compensation Planning
Employee Central
Goal Management
Sync Last Data Sync Completion Date : Never
Employee Profile
Inclusive Succession (Position-based nominations)
Employee Central Payroll
Learning Activities Need Transcript feature enabled
Employee Central 2.0 (Demo/Not Ready for Sales/Production)
Foundation Objects
Calibration Activity
Calibration Org Chart Coverage
Learning Activities - historical Need Transcript feature enabled
Person and Employment Info (as of Date)
Variable Pay Bonus Detail
Variable Pay Bonus Payout
Employee Central Integration (date Range) Schema (Demo/Not Ready for Sales/Production)
Job Information (Date Range)
Recurring Compensation Information (Date Range)
Succession History(Incumbent-based nominations)
Succession History(Position-based nominations)
Performance Management Sync Last Data Sync Completion Date : Never
360 Multi-Rater Subject Sync Last Data Sync Completion Date : Never
Recruiting V2 Secured
Form Status
Person and Employment Audit
Rating Scale
Development Goal
Person and Employment Export
Non-Recurring Compensation (Date Range)
Succession (MDF Position based nominations)
Inclusive Succession (MDF Position based nominations)
RBP User to Role Report
RBP Permission to User Report
RBP User to Group Report
RBP Permission Roles Report
Succession History (MDF Position based nominations)
Calibration
Variable Pay Team/Ind Goals (Non ABR)
Variable Pay Team/Ind Goals (ABR)
Succession (MDF Position based nominations, with Employee Central)
Inclusive Succession (MDF Position based nominations, with Employee Central)
Succession History (MDF Position based nominations, with Employee Central)
Employee Profile for Badges
Career Worksheet Targeted Roles
Succession (Talent Pool v2 based nominations)
Security & Proxy Data
Login Data
Page Access Relational Count of Manager Views(Read Audit Setting must be enabled)
Page Access List of Manager Views(Read Audit Setting must be enabled)
Page Access List of All Views(Read Audit Setting must be enabled)
Variable Pay Team Goals (ABR)
Variable Pay Ind Goals (ABR)
Enable Visual Publisher
Enable INCLUDE STARTING FROM USER in people pill
Succession (Incumbent-based nominations)
Succession (Position-based nominations)
Succession (Role-based nominations)
2/11/2015 SuccessFactors V4 Provisioning Homepage
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Compensation Planning
Employee Central
Goal Management
Employee Profile
Inclusive Succession (Position-based nominations)
Employee Central Payroll
Learning Activities
Calibration Activity
Calibration Org Chart Coverage
Person and Employment Info (as of Date)
Variable Pay Bonus Detail
Variable Pay Bonus Payout
Job Information (Date Range)
Recurring Compensation Information (Date Range)
Succession History(Incumbent-based nominations)
Succession History(Position-based nominations)
Performance Management
360 Multi-Rater Subject
Form Status
Person and Employment Audit
Development Goal
Non-Recurring Compensation (Date Range)
Succession (MDF Position based nominations)
Inclusive Succession (MDF Position based nominations)
Succession History (MDF Position based nominations)
Calibration
Variable Pay Team/Ind Goals (Non ABR)
Variable Pay Team/Ind Goals (ABR)
Employee Profile for Badges
Career Worksheet Targeted Roles
Login Data
Variable Pay Team Goals (ABR)
Variable Pay Ind Goals (ABR)
Quick Facts Viewer
Dashboards 2.0 (Youcalc) Framework
For incremental extract, Use Date and Time from Quartz configuration rather than default value (H:M:Sec:MilliSec 0:0:0:0: To
23:59:59:999)
Remove HTML tags for ad-hoc reporting on Performance Management v11. — requires “Rich text editor for PM and 360”
Enable multi threading for archive & print reports
Disable Email character Limitation for Listview Report
Enable Legacy Date/Time Rendering in Ad hoc Reports
Enable Workforce Planning
Enable BizX Automation
Enable Ad Hoc Field Level Permission (Employee Profile Only)
Enable Ad Hoc Cell Level Permission (Employee Profile Only)
Enable Footer text for Scheduled Job Report Notifications
Retrieve those filter options that are associated with active and inactive entities (If unchecked, only active options are shown).
Enable Competency/Behavior localization in Detailed Document Search
Execute the latest version of standard spreadsheet reports overriding the version uploaded in that instance
Enable Ad Hoc Cell Level Permission for Re-Org planning tool
Sort Picklist Columns Based On Labels
Consider timestamp while performing Date arithmetic in filters.
Enable MS Office 2010 compatible output for spreadsheet reports
Always use 2007 Spreadsheet Report templates for Standard RDFs.
Enable Ad hoc row level permission for Succession subdomain schema (only support MDF Position).
Enable Ad hoc field level permission for Succession subdomain schema (only support MDF Position).
Enable Ad hoc cell level permission for Succession subdomain schema (only support MDF Position).
2/11/2015 SuccessFactors V4 Provisioning Homepage
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Generate Excel 2010 Output for Adhoc Reports
Allow BIPublisher template upload
Enable Ad-hoc caching service
Enable Performance Enhancement for generating Excel 2010 Output for Adhoc Reports (Note that styles and graphs are not
supported in this mode)
Enable Generic People Pill [Not Ready for Sales/Production]
Enable Generic Requisition Pill [Not Ready for Sales/Production]
Support Proxy User's Locale in Classic Analytics (Currently applicable only to Scheduled Spreadsheet Reports)
Enable Succession Position Pill [Not Ready for Sales/Production]
Reporting Server Domain [For Example -
http://staging.successfactors.com]
Report Result Purge Frequency
Import all Standard RDFs
Security Token Expiry Time(in Minutes)
Ad-Hoc Scalability Configurations
Log the Adhoc scalibility validations.
Limiting the physical memory:
2 maximum allowed physical memory limit for an Ad-Hoc report (in GB).
30 Approximation factor applied to calculate above memory limit for Varchar fields (in percentage).
Warn the user if the reports doesn't satisfy the above condition
Terminate the request to execute Ad-Hoc reports if the above condition is not satisfied.
Avoiding Cartesian joins:
Prevent creating new adhoc reports with cartesian join. Save existing reports as draft that have cartesian join.
Terminate the request to execute Ad-Hoc reports if the report definition generates a Cartesian SQL.
Limiting the number of tables:
15 maximum number of allowed tables in an Ad-Hoc report.
Save Ad-Hoc reports as draft (non-runnable) if the above condition is not satisfied.
Terminate the request to execute Ad-Hoc reports if above condition is not satisfied.
Limiting the number of columns:
30 maximum number of allowed columns in an Ad-Hoc report.
Save Ad-Hoc reports as draft (non-runnable) if the above condition is not satisfied.
Terminate the request to execute Ad-Hoc reports if above condition is not satisfied.
Turn on on-demand dashboard option. Save
Matrix Report Threshold: This is used to limit the number of persons displayed in the org chart. If a matrix/custom manager has
matrix/custom reports that exceed this threshold, then zero matrix/custom reports are shown. We do not truncate the list of
matrix/custom reports, we eliminate them entirely.) 25
Save
Maximum number of records to count before disabling total records count and Last page navigation link (Goal List Report):
Unlimited Save
Form Step Rollup Spotlight Drill Path: Save
Maximum hierarchy levels (inclusive) supported for real-time report generation (Goal List Report): Unlimited Save
Change Reports Tab into: [Not applicable if Inform SSO is enabled] Reports Save
Change Succession Tab into (Note: For Ultra SuccessPractices/Professional Edition only, changes may not take effect until you log
out, clear browser cache & log back in): Succession
Save
Default Language: English US (English US) Save Default Language
Total License Users: (125 Active User(s) ) 500
Number of Test Users: 50 (Total users w/ test users = 550 )
Notification Threshold: 95 % of total licenses used (523 Users)
Contact URL:
Save License User
2/11/2015 SuccessFactors V4 Provisioning Homepage
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mailto:licenses@successfactors.com
User License Enforcement Options No maximum users alert, no enforcement
Web Services Save
Partner Web Service
SF Web Service
DocSearch Web Service
User Web Service
SOAP RPC Servlet
SFAPI
SFAPI Ad hoc Feature
Inform Ad hoc Web Service [Not Ready for Sales/Production]
Employee Central SOAP API
Employee Central OData API
Goal OData API [Not Ready for Sales/Production]
Disable OData API
Employee Central Extensions using MDF Save
Number of Custom MDF Objects 25
Customers & Partners who have bought Employee Central can use MDF to build their custom extensions. There is a limit on the
number of custom MDF objects that can be created. This limit depends on the SKU that a customer / partner has bought.
With EC SKU, they get 25 Custom MDF Objects.
With HCP Standard edition, they get 50 Custom MDF Objects.
With HCP Enterprise edition, they get 75 Custom MDF Objects.
Manage Templates Save
Manage Templates for RCM
PM Template Configuration [Not Ready for Sales/Production]
Enable a link in Admin Tools to a customer's Boomi Account Save
Boomi Account ID
Boomi Account URL
Home Page Settings Save
Show ToDo Portlet
Show Quick Links Portlet (For customer who buys Employee Central Only. Do Not Use.)
Session Timeout Settings Save
How many minutes prior to the session timeout should the warning dialog be displayed? Default is 10.
Document Attachment Save
Attachment Storage Allocation 1G
Attachment user limit No Limit
Attachment max file size 5M
Attachment Limit Notification Monitor Period Never
Google Applications Save
Google Book [Not Ready for Sales/Production]
Google Calendar [Not Ready for Sales/Production]
Google Map [Not Ready for Sales/Production] — requires
“Version 11 UI framework (ULTRA)”
Google Talk [Not Ready for Sales/Production] — requires “Version
11 UI framework (ULTRA)”
Google Apps Company Domain
2/11/2015 SuccessFactors V4 Provisioning Homepage
https://salesdemo4.successfactors.com/provisioning_companies?_s.crb=gLFUkzVV2Xu1suHyVbxNo7jr65g%253d#focus 13/18
SF LMS (Deprecated, do not enable them) Save
Learning Management System [Not Ready for Sales/Production]
Learning Content Management [Not Ready for Sales/Production]
Restrict access to IP range:
(please enter an ip address, or a list of comma delimited ip addresses eg "10.20.30.40, 10.20.30.41" or a hyphen delimited IP address
range eg "10.20.30.40-10.20.30.50", or a combination of both eg "10.20.30.40, 10.20.30.41, 10.20.30.40-10.20.30.50")
Save
Turn off the IP restriction for external users
Change Goal into : Goal Save
Enable Proxy Feature Save
Enable Secondary Login Feature Save
Enable Two-factor Authentication Feature Save
Enable Use of External Users (V10 & V11 ONLY). Save
Enable Collapsible Route Map Save
Enable Suggestion Box Save
Enable Notes
This option turns on yellow popup Notes.
Save
Embed SuccessFactors Logo in Html Notifications Save
Enable Form Template Creator Wizard
This option turns on Form Template Creator Wizard in Admin Tools.
PM Review
PM 360
Objective Plan
Compensation
Save
Company Edition Save
Professional Edition
Success Practices (SPRAC)
Enterprise Edition
Is this company instance a trial instance? WARNING: If creating new instance, will be hosted on VPD Schema
Is this company instance a master instance?
Auto Lockout Settings Save
[For PE trial only! Do not use in production!]
Enforcement Options: No expiration date, no enforcement
Expiration Date: (MM/dd/yyyy)
Email Notification:
How far in advance would you like to notify the Administrator of instance expiration?
1 Days
PE SelfService Save
Enable PE Self Service ( PE Self Service should not be enabled with Role-Based Permission )
Requires OneAdmin. Simplifies the admin tool set for PE customers.
Enable Performance Review
Enable Compensation Planning
Enable Goal Management
2/11/2015 SuccessFactors V4 Provisioning Homepage
https://salesdemo4.successfactors.com/provisioning_companies?_s.crb=gLFUkzVV2Xu1suHyVbxNo7jr65g%253d#focus 14/18
Enable 360 Evaluation
Enable Development Planning
Does the company have a HRIS system that they want to integrate with SuccessFactors? Save
Allow user to switch back to old Admin Tools within Self Service (SPRAC ONLY) Save
SelfService Installed Base Support Migrate
Migrate Competencies and Job Profiles
Other
SAP modules training visit Veriy Solutions.
