Course announcements

  • PLEASE NOTE THAT THE REGISTRATION PERIOD WILL BE CLOSED 1 WEEK PRIOR TO THE START DATE OF EACH VIRTUAL CLASS. REGISTER EARLY TO SECURE YOUR PLACE!
  • Public VLC: Estimated duration is 3 days, 5 hours per

Goals

  • Introduce Admin Responsibilities and System Navigation
  • Customize the Look and Feel of the SuccessFactors Instance
  • Manage Company-Wide Settings
  • Enable Mobile Settings
  • Manage Proxy
  • Create and Manage Role-Based Permissions
  • Run Standard Reports
  • Build and Utilize Dashboards 2.0
  • Create Ad Hoc Reports

Audience

  • Business Process Owner / Team Lead / Power User

Prerequisites

Essential

  • None

Recommended

  • ACT1CL– SAP Activate Methodology: Introduction

Course based on software release

  • Current SuccessFactors Version

Content

  • Identify the responsibilities of a typical SuccessFactors system administrator
  • Access and navigate through SuccessFactors
  • Communicate with users via email notifications and change notification settings
  • Troubleshoot user login and user account issues
  • Modify the look and feel of your SuccessFactors instance using Manage Themes
  • Manage the V12 Home Page and To-Do Settings
  • Set the Company Logo
  • Customize the Resources page and Help & Tutorials
  • Enable Show Me
  • Utilize Action Search and Custom Navigations
  • Enable and disable Company System Settings to meet the needs of your organization
  • Enable V12 Org Chart
  • Adjust your company Password and Login Policy Settings
  • Tailor system text to meet your company terminology standards, including Text Replacement, Company Dictionary, and Legal Scan Library
  • Enable and disable Mobile options
  • Manage and utilize proxy
  • Create and manage Role-Based Permissions
  • Review standard reports in the Reports Center
  • Add Dashboards 2.0 to your SuccessFactors instance
  • Configure Dashboards 2.0
  • Grant users access to Dashboards 2.0 using Role- Based Permissions
  • Use Standard Dashboards
  • Filter Dashboard data
  • Describe Ad Hoc Reports and their usage
  • Describe and grant the various Ad Hoc Reporting privileges
  • Create basic Ad Hoc Reports
  • Copy, edit, and delete existing Ad Hoc Reports
  • Share and unshare Ad Hoc Reports with other users
  • Export and upload report definitions