SuccessFactors OVERVIEW OF COMPANY SETTINGS MODULE
Company Settings: There are number of settings you can turn ON and OFF for all users on the system. In this module, you will learn how to configure your success factors instance with company-specific details including logo, color scheme, text for forms, and the welcome port let.
Business Rule Execution Log: In this page we can create the new Business Rule Execution Log.
- Create a rule execution log record under Business Rule Execution Log for the rule to be traced.
- Perform a transaction / action which would trigger the rule.
- Navigate to Business Rule execution Log and search for the new record created.
- Select the “Download Log” link to fetch the logs.
- The download file is blank and does not even have the headers records.
Company Dictionary: The Company Dictionary allows us to add words that are particular to our company such as Company name, names of the company’s products, and other specific terms. When we run the system spell checker (if the spell checker function is turned on in your instance), those terms will not be flagged as incorrect. You can add and/or remove words one at a time or in bulk using a text file. Click Company Settings and select Company Dictionary.
We can also add/remove words from your company dictionary in bulk. Download your company dictionary file, modify the words included in the dictionary, and then import the updated file.
Company system and logo settings: You can configure the instance of SF with the company system and logo. On the company system and logo settings page you can make your various system configurations.
Click company settings and select company system and logo settings.
Add your company logo: We can set our SF instance to display our company logo on the login page and at the top of each form. Our logo must be posted on a web server for access.
In the URL of the company logo field, enter the absolute URL of your logo file. For example, www.mycompany.com/Logo files/Newlogo.gif.
Configure Business Rules: In this page we can configure the business rules by selecting the already existed business rule in the search bar. We can also create new business rule.
Configure Change Engine: Set rules that define how to handle the system processes when employee data changes.
Configure Job Profile Acknowledgement Settings: In this page you can create a job profile acknowledgement rule.
We can give the acknowledgement statement if any changes occur in the job profile acknowledgement settings.
Configure Object Definitions: In this page we can configure the object definitions by selecting the appropriate object definition in the search bar.
We can also create the new object definitions.
Cross Talent Feature Settings: In this page we can enable or disable cross talent features.
Data Management: Define, schedule and run data purge routines in the system.
Use the date to manage purge rules. We can also create new purge rule.
Data Privacy Statement: Manage the data privacy statement users must agree to before using the system.
In this page we can edit the content of the Data Privacy Consent Statement and manage its related settings.
Email notification templates settings: Admins navigate to the Email notification templates page to set the content of the email templates. SF provides the text for all email notifications in templates that you may use.
Turn specific notifications ON/ OFF.
Click E-mail notification templates settings in company settings module.
Select the checkbox (es) next to the notifications you wish to turn ON.
Uncheck the check box (es) next to the notifications you wish to turn OFF.
Scroll down to the bottom of the page and click save notification settings.
Event Center: Event center provides a unified view for suite wide event details and monitoring. The center consists of publisher and subscriber details, notifications for events and event monitoring for events raised.
Event Notification Audit Log: View and edit Event Notification Audit Log. In this page we have to enter all the information regarding the event such as ID, event type, subscriber, status, event details, sent by, Send time and Correlation ID.
Event Notification Subscription: View and edit Event Notification subscription.
Extensions: Manage your extensions.
File Storage Management: View the storage used by imported or uploaded documents and delete or export documents.
Form Template Settings: Manage settings that affect the availability and usage of Performance Management, 360 and recruiting forms.
This page is used to manage existing form templates.
Goal Management Feature Settings: Enable / Disable Goal Management Features. We can set up the goal management in the way we like. Enable / Disable Goals.
Integration Center: Import & export data within the system. To view the simple Integration tool.
The integration center is designed for simple file-based outbound integrations. It provides for commonly needed filters field formats, transformations, mappings, and file types.
Job Profile Acknowledgement Report: This page is to view the report of acknowledgements including status.
Huge data in job profile. We can edit, create, manage export, and import the data in job profile.
Legal Scan Library: We can also add terms. This tool accompanies the spell checker and checks the text for any potentially offensive language. Any questionable language will be flagged, not replaced. Click Company Settings and select Legal Scan Library.
Select your locale from the drop-down menu. Enter your text in the Your text field. Click search to verify the term entered is / is not currently in the legal library. If not enter your suggestions text field. Click Save entire form.
Legal Scan Library Import: Import a custom library of content used by the legal scan function to check for prohibited or risky text in a review form.
Use this page to import legal scan library to the system.
In this page we can select the locale, import the file from the computer, select the character encoding and import it.
Maintenance Monitor: View, approve and decline the progress of any data management requests.
Use this page to approve, cancel or review the data or user maintenance requests.
Note that all the requests will go expired in 14 days without being approved or rejected.
In this page we can see the requests awaiting approval, Scheduled requests awaiting approval, and approved requests.
Manage API Option Profile: To view and maintain API option profile.
In this page we can search the API option profile by selecting the entity type, entering the profile Id and description.
Manage Asserting Parties: Configure the translations for the SAML asserting party names.
Manage Business Configuration: In this page we will be able to see all the Employee central information such as Compensation, email, employment, global, home address, job, national Id card, personal and phone.
We can see the employee complete profile in this page
Manage Form Label Translations: The manage form label translations page let us import translation keys, export translation keys, and view where keys are being used.
Manage Home Page: Set default home view. You can design the default view of the home page by choosing which tiles to make available and setting the start positions and sizes of the tiles.
Later, users can personalize their home page by hiding, moving or changing the tile size to suit their preference.
Manage Job Profile Content: From here we can view the job profile content and then manage it. Add, delete, inactivate or modify from here. Choose your content type first and then filter or search.
Manage Job Profile Content Import/Export: In this page, we can import or export the job profile content.
Download the data import file template and then select the type of the file, choose the file from the computer, choose the file encoding, and the purge type, enter the date format, and then import the job profile content.
Manage Job Profile Templates: In this page we can create and manage our job profile templates.
Manage Job Profiles: In this page we can create and manage the job profiles. We have to provide the information like family, role, position, and the language while creating the job Profile. We can also mention the status whether the employee is active or inactive in the organization.
Manage OAuth2 Client Applications: CAUTION: External OAuth works as an enhanced internal OAuth, it is very powerful, so please use with caution.
Manage Route Maps: It is a work flow. It shows how the document flows from one place to another place.
Employee – Manager – HR
Create and modify route maps (work flows) used for form routing. We can also add new route map.
In this page, We are able to see the description, updated details, relate templates of the route maps and also can see whether the route map is active or not.
Matrix Grid Rating Scales: Manage the rating scales that are used for overall ratings and the matrix grid reports.
Modify the rating scales used for the Matrix Grid Report.
In this page, we can select the rating scale to edit.
Modify Form Route Map: Modify the in-progress workflow for forms that have already been launched.
In this page, we can search for forms by entering the form ID, Select forms; select an action, Modify Form Route Map, and summary of the forms.
OData API Audit Log: To view the audit log of all OData API calls.
Click Company settings and select OData API Audit Log.
API- Application Program Interface
Enable access to data in the SF system.
OData API Data Dictionary: To view OData API Data Dictionary. Click Company Settings and select OData API Data Dictionary.
Two systems talk to each other through API.
This page will list the data entities in your system that are available through the OData API and describe the fields in each entity.
OData API Metadata Refresh and Export: To view OData API Metadata Refresh and Export. Click Company Settings and select OData API Metadata Refresh and Export.
Two systems share the data and information among each other through API. In this page we can refresh Metadata cache and Export Metadata to file.
Org Chart Configuration: This page is to configure org chart related settings.
In this page we can see the basic org chart, succession org chart, and position organization chart.
We can select the options like display photo, display portrait photos in org chart.
Set fields to display and their order.
Select the fields to display in the position fields dialog.
Set the fields that are displayed on the position tile in the position organizational chart. We can use the arrows to determine the order of the fields in the display.
PGP Key Management: Use this page to manage PGP Keys.
This is a tool where you can create file encryption keys for use in other Success Factors Admin Tools — such as Simple Integrations. You are able to create new encryption keys, import keys sent from other sources, and export your keys as .pub files.
PGP makes use of public-key encryption. One key (a public key) is used to encrypt the data and a separate key (the private key) is used to decrypt it.
To import a key, we have to enter the key name.
Password & login policy settings: If the company does not utilize SSO, users are required to enter their username and password credentials each time they log in to SF.
Password policies are typically set in conjunction with our company’s IT group to ensure requirements are met. To access the password & login policy settings, click company settings and select password & login policy settings.
The settings on the password policy settings page apply to all employees logging in to SF. On this page, we can set maximum and minimum password length, password age, maximum of unsuccessful login attempts before being locked out, and the forget password feature for the users. After we make the changes, scroll to the bottom of the page and click set password and login policy to save.
Performance Management Date Range: This page is used to define the review period in reports.
In this area, enter the date range that will determine which forms to include in the Dashboard page and the form status section of the My Forms page.
Picklist Mappings: Set up pick list mappings to other entities in the system.
Import / export pick lists.
Pick list is assigned location wise in manage organization, pay and job structures.
Picklists Management: Add, update, or remove pick lists and their individual items.
Import a CSV file to create new pick lists and/or remove the existing pick lists.
Platform Feature Settings: Enable / Disable platform features.
Rating Scales: Manage rating scale values and descriptions. Click Company settings and select Rating Scales.
Rating scales are used throughout the SF with in forms.
We can give rating to the employees by depending upon their performance like 1-5 rating scale.
We can also create a new rating scale on our own.
SFAPI Audit Log: View a log of all SFAPI calls and responses made to the system, with the full HTTP payload. Useful for auditing and debugging SFAPI activity.
SFAPI Data Dictionary: View a data dictionary on the entities that can be accessed through the SFAPI.
SFAPI- Success Factors Application Program Interface
This page will list the data entities in your system that are available through the SFAPI and describe the fields in each entity.
SFAPI Metering Details: View analytics on SFAPI usage activity.
SFAPI has several function modules. In configuration sheet, we cannot change, modify and delete the data.
In this page we can see the SFAPI call history and there is an option to refresh it also.
Text Replacement: Depending on the company’s culture, we may have company specific and preferred terms for some of the words used in SF, such as Reject and Employee. These words display on goal plans, forms, and in the instructions for routing forms. We can replace these words with terms that are more familiar to the users or the company culture. Click Company settings and select Text Replacement.
Notice the multiple versions of the same word. That is because the system must capture all possible versions (present tense, past tense, singular, plural etc) of the text in order properly replace all instances of the text. Make sure we enter the appropriate version of the text to be replaced in the Replace With Text field. Leave the text field blank to use the default text. When you are finished replacing the text, click save.
Theme Manager: Theme determines the color and look of our SF pages. Click company settings and select theme manager.
The theme manager lists all the themes. The theme marked as default is the one that’s currently shown to all the employees. We can change themes as often as we like. Click save to save our changes.
Create a new theme: Click create a new theme and enter a name and description for the new theme.
Upload Company Logo: Upload a company logo for the Application header.
Click browse to find the logo image you want to personalize SF with. Select the file, preview and click save.