The SAP SuccessFactors Employee Central 2H 2023 release brings a major experience innovation for Employee and Manager Self-Services: the Employee Central Quick Actions.
Here are 3 important points you should know about this innovation:
Simplified Experience: With Employee Central Quick Actions, you can simplify employee’s and manager’s self-services offering View and Change access to “bites” of HR data.
Extensibility: Companies can adopt and extend predelivered use cases, defined along our best practices. With templates, the predelivered use cases can be tailored to cater to different business needs by adding or removing fields, supporting custom and country/region-specific fields while respecting all existing configurations such as labels, data model settings, associations, business rules, and more. For each use case up to 5 active templates can be defined.
Portability: In addition to simplifying self-services on our SAP SuccessFactors Web and Mobile experiences, Employee Central Quick Actions are also available in SAP’s conversational AI assistant Joule, SuccessFactors Microsoft Teams App, and SAP SuccessFactors Work Zone Cards to serve our users where they are.
Here is a first impression:
Figure 1: Employee Central Quick Actions in web version (watch the video) and mobile app (watch the video)
Let’s have a closer look into this innovation by understanding the predefined use cases available with the 2H 2023 release , their configuration (templates) and the resulting Employee Central Quick Actions.
The use cases behind Employee Central Quick Actions are predefined along our best practices. They define the important aspects and standards to be followed:
Our predefined use cases are used in configurable templates and permissioned accordingly to managers and employees, who then can consume these as Employee Central Quick Actions in different applications.
Figure 2: a high-level visualization of the concepts of use cases, templates and resulting Employee Central Quick Actions
As of SAP SuccessFactors Employee Central 2H 2023 release the following use cases are available:
The table shows the detailed definition of two use cases (complete list in the documentation here).
Use case | Base Object | Mandatory Fields (Fields in bold are the default fields) | Supported Fields (Fields in bold are the default fields) | Event | Best Practice |
Change Chosen Name | Personal Information |
Any one of these fields are required: Preferred name Display Name Business Name Third Name |
|
n/a | ESS |
Change Location | Job Information |
Location |
|
Data Change | MSS |
Templates need to be configured for the use cases:
For each delivered use case, customers can define up to 5 active templates to cater to different needs in different businesses, workforce, or country/region. Templates can be flexibly permissioned for managers and employees as well as support custom and country/region-specific fields. Here an example of a “Change Location” template configuration:
Figure: 3 – Employee Central Quick Action configuration in transaction “Manage Data”
To start configuring templates, the feature needs to be enabled in the instance. In the Admin Center – Manage Employee Central Settings – Under “Person, Employment and Worker Type”, select “Employee Central Quick Actions”. Then, add permissions for admins to be able to create quick action templates in “Manage Data”- “Employee Central Quick Actions”.
Template Configuration:
After configuring the templates, they need to be permissioned for the relevant employees and managers roles:
Figure 4: permission settings for Employee Central Quick Actions Templates
The permission is to “use” the template. Once the permissions are configured for the desired templates the respective quick actions can be used by the defined user groups). As mentioned, the differentiation between “View” and “Change” use cases is predefined in the use cases you select in the templates. Users permissions also need to be set up properly in terms of field level permissions for the base entities. For more information, see here in the guide.
And without further configuration the templates are available as Employee Central Quick Actions for permissioned users on the different mentioned applications as we are about to see.
The resulting Employee Central Quick Actions experience takes into consideration the existing customer configuration, for example:
The Employee Central Quick Actions will be available and rendered to the employees and managers based on their permissions and the country/region of the employee subject of the quick action. To illustrate this concept, let’s expand the configuration example of Figure 3 into a use case configured with two different templates and permissioned differently for managers and employees:
Figure 5: Concept visualization of use cases, templates and quick actions
Now let us have a look at some examples of how users will access the Employee Central Quick Actions, starting with the highlighting fact that as of release 2H 2023, SAP customers using SAP’s conversational AI assistant Joule will be able to use the Employee Central Quick Actions with the help of Joule:
Figure 6: Employee Central Quick Actions in SAP Joule – Watch an Employee Central Quick Action being utilized thru SAP conversational AI assistant Joule (An Employee Central Quick Action “Change my pronouns”, in this link – seconds 0 to 15: Video)
In the SuccessFactors Web Application, to view or change their own information, an employee selects the new “Manage My Data” tile on the home page:
Figure 7 – “My Data” Homepage Tile
To view or change information for their reports, a manager selects the Manage My Team quick action on the home page:
Figure 8: My Team Tile with Employee Central Quick Actions
On People Profile Actions, Quickcard Employee Details – Show Actions and Links:
Figure 9: updated Quickcard
In the Mobile Application (iOS and Android):
The Employee Central Quick Actions is also available in SAP SuccessFactors Work Zone and in SAP SuccessFactors MS Teams App:
Figure 10: Employee Central Quick Actions in SAP SuccessFactors Work Zone Cards (watch the video)
Figure 11: Employee Central Quick Actions in SAP SuccessFactors MS Teams App (watch the video)
We want to continue improving and expanding this functionality and value your opinion! Tell us what you think about the new Employee Central Quick Actions feature, especially about:
Please provide your feedback to [email protected] (kindly refrain from support inquiries).
Additional Resources
What’s New Viewer: Employee Central Quick Actions for Employee and Manager Self-Services | SAP Help Portal
Guide: Configuring an Employee Central Quick Action Template | SAP Help Portal