SAP SuccessFactors H1 2021 Employee Central Release Analysis

SAP SuccessFactors H1 2021 Employee Central Release Analysis featured image

The SAP SuccessFactors H1 2021 Employee Central release update is now in preview. According to the SAP SuccessFactors 2021 release schedule, the second-half update will go into production on May 21st. To help you out, we’ve broken down the major updates into bite sized pieces to help you get ramped up on the latest changes.

 

More H1 2021 Analysis Coming Soon Covering:  Recruiting | Onboarding | Learning | Analytics | Succession Planning | Performance & Goals | Time Tracking | Compensation and Variable Pay | Employee Central Payroll

 

Additionally, we hosted a LinkedIn Live with our experts to discuss the SuccessFactors H1 2021 Employee Central release.  

 

 

Now, let’s take a look at the major Employee Central enhancements.

 

Configurable New Hire templates now available with Manage Pending Hires

 

In the H2 2020 release, we were introduced to the Configure New Hire templates. Customers are now able to create New Hire templates based on business needs to allow for a better transactional experience. You can remove blocks (with some exceptions), move blocks in a different order, and add in any custom MDFs you want to be completed during the new hire process.

However, there was the gap with Manage Pending Hires (hires coming from RCM or ONB). With this release, we now have the opportunity to utilize those new hire templates.

One important note: if a template does not have a block that would contain fields that are mapped from RCM or ONB, that data will not map through and be missed. An exception is pay information. It is strongly recommended to conduct thorough testing of the new hire templates and the process of hiring from RCM or ONB before bringing it into your production instance.

 

How to get it: This is a universal update

 

 

 

Cross-entity rules supported for job information changes

 

There are different scenarios where we need to configure a cross-entity rule from job information to another HRIS entity such as compensation information. This is also sometimes referred to as a cross-portlet rule. There are limitations to using this type of rule, so please review the SuccessFactors Guides for further information.

 

However, one limitation has been that when a Position to Job Information Sync happens, the cross-entity rule does not sync, which means additional manual intervention on an employee’s record. This small enhancement is probably one of the best release items we could see for those customers that have Position Management and Cross-Entity Rules from Job Information.  With the new rule context of “Cross-Entity Rule”, when you update the Position, and that update impacts your rule, it will now trigger and update the target source accordingly.

 

Example Use Case:

POS1020304 has a Location = Boston

Samantha Smith is the incumbent of POS1020304

Boston Location = Pay Group B1

Chicago Location = Pay Group C1

You have a cross-entity rule that when the Location changes on the Job Information, the Pay Group on Compensation Information is also updated. An Admin updates POS1020304 and changes the Location to Chicago effective May 1, 2021, and automatic sync to incumbent is configured. Samantha Smith will now have a new job information row effective May 1, 2021 with Location=Chicago and a new compensation information row effective May 1, 2021 with Pay Group=C1.

There are a few notes regarding using this new feature:

  • Job Information Model must be the base object of the cross-entity rule
  • The Cross-Entity Rule scenario must be defined for the cross-entity rule to be triggered by position to job information synchronization
  • In Manage Business Configuration, the cross-entity rule is defined as the onSave rule in job information
  • In Details, the rule context is set to Position to jobInfo Sync = Yes

 

How to get it: Admin Opt-In

 

Mass Data Management

 

Using the new Mass Data Management functionality, you can easily update Position Data via the user-interface, versus mass data imports or creating business rules and running scheduled jobs. This is a great improvement for admins who need to make many updates to many positions.

You can quickly select the positions you want to update, example by filtering on Department. You can then modify those positions with one change job. You can review the changes and save the results as a draft to be reviewed by someone else. Log reports available after the change is run.

 

Visual aid for mass data management examples

 

Ensure the following Permissions are granted to the Admin:

  • Administrator > Manage Mass Data Management > Enable Mass Data Management
  • Administrator > Miscellaneous Permissions > MassChangeJob
  • Administrator > Miscellaneous Permissions > MassChangesJobConfiguration

How to get it: Admin Opt-In

 

Rehire Duplicate Check Match Results

 

Currently, during a new hiring process, the system will do a duplicate check based on First Name, Last Name and Date of Birth and present a pop-up message stating there is a duplicate (or duplicates) that matched. You can then select one if you believe it is a match or Ignore Matches and move on.

This is challenging when the information is very similar, and not having much more visibility into the potential matches information. With this release, the pop-up message is now expanded to include additional information on the matches: UserID, Person ID, Job Title (at termination), Legal Entity (at termination), Location (at termination).

 

Visual aid for rehire duplicate check match results

 

How to get it: This is a universal update

 

Check Tool Updates

 

There were several checks added to the Check Tool, but two that may be overlooked are great to have in your back pocket:

  • Invalid Picklist References
    • This check will look at the picklists in Person and Employment information and validate values, optionIDs and even parent picklist references
    • This will save an admin time and effort when trying to resolve picklist issues
  • Pay Component Where-Used List
    • If you have ever tried to delete or edit a Pay Component at the object level, you will have received the dreaded “The pay component is already used, so no changes are allowed.”
    • Then the Admin would have to run reports and exports to find where and when that pay component was assigned to an employee or find the object it is being used/referred to. This can be sometimes almost impossible to find, depending how well you know your data. Now you can use this Check and it will provide you the list of each employee who has it assigned, and the objects/references it is located.
    • What a time saver!

 

How to get it: This is a universal update

 

Deleting Old Pending Alerts

 

The functionality to send Alerts for various reasons based on Employee Data has been something adopted more and more by customers.  You can send an alert 30 days prior to a contract end date. Or send an alert 2 weeks before a Return from LOA. But those alerts are sitting in a pending status when they are created, and when data changes that would make them no longer valid, they still trigger which can cause confusion and emails/tickets being sent to the customer’s System Admin. The only way to remove these old invalid alerts is for an admin manually deleting.

With this release, there is now an additional Set function you can add to your alert rule that when a new rule is created, it will delete the old rule automatically. We highly recommend for customers to add this to their rules and run through some solid test scenarios in their test instance before introducing to Production.

 

Visual aid for deleting old pending hire alerts

 

How to get it: This is a universal update – but update to rule is needed

 

More to Come for the latest SAP SuccessFactors 2021 Releases

 

The H1 2021 Employee Central release is just a part of the latest SAP SuccessFactors update. Follow Rizing HCM on LinkedIn for release analysis and find the complete LinkedIn Live H1 2021 release coverage here. Customers should also follow the SAP SuccessFactors Community Page for the latest updates and roadmaps. 

 

Managing releases takes a lot of effort. With that in mind, we compiled the best tools out there in our e-book The Ultimate Guide to Managing SAP SuccessFactors Release Updates