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Function documentationIntegration Scenario for Employee Data Locate this document in the navigation structure

 

You can extract attributes for employees, including organizational attributes, from the SAP ERP HCM system and transfer them to SuccessFactors BizX so that they are available for Talent Management processes. You can also transfer data to SuccessFactors BizX for employees whose hiring date is in the future to support their integration into the enterprise.

Prerequisites

In Customizing for the integration add-on for SAP ERP HCM and SuccessFactors BizX, you have made the settings in the section Integration Scenario for Employee Data.

Features

Technical Integration

You can use middleware or the file download to transfer employee data to SuccessFactors BizX.

Caution Caution

The integration using middleware is not available for the report Extraction of Employee Data for SuccessFactors (RH_SFI_TRIGGER_EMPL_DATA_REPL).

End of the caution.

For more information, see Integration Using Middleware and Integration Using File Download.

Data Transfer Process

For more information, see Integration Scenario Process for Employee Data.

Extraction of Employee Data

You can use one of the following reports to extract the data from the SAP ERP HCM system:

  • Extraction of Employee Data for SuccessFactors (RH_SFI_TRIGGER_EMPL_DATA_REPL)

    Each time this report is run, it extracts all data for the selected employees. It downloads the data to a comma-separated values file so that it can be uploaded to SuccessFactors BizX.

  • Sync Employee Data with SuccessFactors (with Delta and Inactive Logic) (RH_SFI_SYNCHRONIZE_EMPL_DATA)

    This report runs a delta data extraction. Each time the report is run, it extracts only the data for the selected employees that has changed since the last time the report was run. It also ensures that employees who are not included in the selection area of the extraction variant used are assigned the status Inactive. For example, this can be the case if employees switch to an enterprise area for which no integration with SuccessFactors BizX is planned. You can use this report to download the extracted data to a CSV file or to transfer it to SuccessFactors BizX via middleware.

Recommendation Recommendation

For the following reasons, we recommend that you use the report RH_SFI_SYNCHRONIZE_EMPL_DATA:

  • The first time this report is run, it initially extracts all or a large part of the data on the selected employees. However, the volume of extracted data is usually reduced significantly afterwards.

  • The application for monitoring the transfer of data from SAP ERP to SuccessFactors BizX displays only the notifications that the report RH_SFI_SYNCHRONIZE_EMPL_DATA generates. This application does not display notifications that the report RH_SFI_TRIGGER_EMPL_DATA_REPL generates.

    For more information, see Monitoring the Transfer of Data from SAP ERP to SuccessFactors BizX.

  • Integration using middleware is only available for the report RH_SFI_SYNCHRONIZE_EMPL_DATA). The report RH_SFI_TRIGGER_EMPL_DATA_REPL cannot use middleware to transfer any data to SuccessFactors BizX.

End of the recommendation.

Caution Caution

You need to choose one of the two reports. You cannot use the two reports interchangeably.

End of the caution.

For more information about the data extraction reports, see Customizing for the integration add-on, under   Integration Scenario for Employee Data   Run Extraction of Employee Data and Organizational Data  . The reports are also located in the user menu for the role SuccessFactors Integration: Employee Data Replication (SAP_HR_SFI_EMPL_DATA_REPL).

Caution Caution

Once you have used one of the reports to extract data, we strongly recommend that you do not make any changes to the settings used since the data extracted from the ERP system forms the basis for workflow, authorizations, and reporting in SuccessFactors BizX. If you change the settings for a repeated extraction of data, you may generate new objects in SuccessFactors BizX and may, for example, need to modify authorizations accordingly.

Make sure that you always use the same option for the field USERID.

End of the caution.

Example Example

You have chosen German as the language for the data extraction. Therefore, the report extracted the employee subgroup Leitende Angestellte (Executive Employees). You transferred this to SuccessFactors BizX. For the next data extraction, you select English as the extraction language. Therefore, the report extracts the same employee subgroup, now with the name Executive Employees. When you transfer this to SuccessFactors BizX, it is regarded as a new object. Therefore, you may need to change authorizations or reports that are based on this employee subgroup accordingly.

You have chosen the central person as the extraction option for the field USERID. If you choose the option External Person ID instead during the next extraction run, this causes inconsistencies. Therefore, do not make any changes to this setting.

End of the example.
Data Extraction in Pre-Hire Period of New Employees

You can extract data for future employees from the SAP ERP system and transfer it to SuccessFactors BizX. The data for integrating new employees into the enterprise is thereby available, for example, to enable future employees to access SAP Jam.

Caution Caution

The future employees are transferred to SuccessFactors BizX as active employees, even though their entry date is in the future. Therefore, make sure that future employees do not have authorization to access the SuccessFactors BizX applications and that they are not integrated into the business processes, meaning that they are not visible to their future managers, for example.

End of the caution.

Recommendation Recommendation

We recommend that you define an indicator in a customer-specific field that identifies future employees as such.

End of the recommendation.

Note Note

To make the corresponding settings in SuccessFactors BizX, contact the Professional Service team provided by SuccessFactors.

End of the note.

Use the report Sync Employee Data with SuccessFactors in Pre-Hire Period (RH_SFI_PREHIRE_EMPL_DATA) for the extraction of data for future employees. You can use this report to download the extracted data to a CSV file or to transfer it to SuccessFactors BizX via middleware.

For more information about this report, see Customizing for the integration add-on, under   Integration Scenario for Employee Data   Perform Extraction of Employee Data in Pre-Hire Period  . The report is also located in the user menu for the role SuccessFactors Integration: Onboarding (SAP_HR_SFI_ONBOARDING).

Extracted Data

You can extract content for the SuccessFactors BizX fields that are listed in Mapping of SuccessFactors BizX Fields for Employee Data to SAP ERP Fields. This applies to all reports mentioned above.

Extraction Options

You have the following options for all reports mentioned above:

  • You can choose between various standard extraction options for some of the data to be extracted.

    Example Example

    The standard SAP ERP system can determine the content for the SuccessFactors BizX field MANAGER as follows:

    • Using the relationship Is managed by… (B012) between the employee’s organizational unit and the manager’s position

    • Using the relationship Reports (line) to (A002) between the employee’s position and the manager’s position

    End of the example.

    For more information about the extraction options, see the field help for the data extraction report and Mapping of SuccessFactors BizX Fields for Employee Data to SAP ERP Fields.

  • You can adapt the data extraction to suit your requirements for all fields, without making modifications. To do so, you use the Business Add-In (BAdI) Replication of Employee's Data (HRSFI_B_EMPL_DATA_REPLICATION). The BAdI provides a separate method for each SuccessFactors BizX field. For the BAdI, see Customizing for the integration add-on, under   Integration Scenario for Employee Data   Business Add-Ins (BAdIs)  .

  • You can overwrite the extracted standard field labels with customer-specific labels. To do so, use the BAdI Labels for Fields of Data Replication (HRSFI_B_EMPL_DATA_REPL_LABEL). For the BAdI, see Customizing for the integration add-on, under   Integration Scenario for Employee Data   Business Add-Ins (BAdIs)  .

Transfer Additional Parameters to SuccessFactors BizX

In addition to the employee data, you can transfer other parameters to SuccessFactors BizX:

  • Parameter validateMgrHr

    The selection screen of the reports Sync Employee Data with SuccessFactors (with Delta and Inactive Logic) and Sync Employee Data with SuccessFactors in Pre-Hire Period has the new indicator No Validation of Manager and HR Manager. You can use this indicator to specify that the reports do not check whether the user IDs that were extracted for the fields MANAGER and HR are already known in SuccessFactors BizX. In SuccessFactors BizX, this corresponds to the parameter validateMgrHr.

  • Additional parameters

    If you use middleware for the integration, you can transfer additional parameters to SuccessFactors BizX. To do so, implement the BAdI Parameters for Checks of Employee Data Transfer (HRSFI_B_SFSF_API_PARAMETER). For the BAdI, see Customizing for the integration add-on, under   Integration Scenario for Employee Data   Business Add-Ins (BAdIs)  .

Extension of Data Extraction

You can use the fields CUSTOM01 – CUSTOM15 to supplement the extraction of employee data with customer-specific fields. For more information, see Customizing for the integration add-on, under   Integration Scenario for Employee Data   Extend Extraction of Employee Data  .

Completion of Data Extraction

You can discontinue the extraction of data for a group of employees. To do so, run the report Discontinue Data Sync. with SuccessFactors for Group of Employees (RH_SFI_WITHDRAW_VARIANT) to set all employees contained in the selection for an extraction variant of the report Sync Employee Data with SuccessFactors (with Delta and Inactive Logic) (RH_SFI_SYNCHRONIZE_EMPL_DATA) to the status Inactive. For example, this is useful if you want to exclude an enterprise area for which you have previously transferred data to SuccessFactors BizX from the data transfer in future.

For more information about the report RH_SFI_WITHDRAW_VARIANT, see Customizing for the integration add-on, under   Integration Scenario for Employee Data   Discontinue Data Extraction for Group of Employees  . The report is also located in the user menu for the role SuccessFactors Integration: Employee Data Replication (SAP_HR_SFI_EMPL_DATA_REPL).

Data Extraction for Employees in Concurrent or Global Employment

If employees are in concurrent or global employment and therefore have multiple personnel assignments (meaning personnel numbers), the data extraction reports extract the data for one of the personnel numbers. For more information, see Extraction of Employee Data for Concurrent Employment and Global Employment.

Error Handling

You can trace and process errors that occurred during the extraction or transfer of data using the report Sync Employee Data with SuccessFactors (with Delta and Inactive Logic) (RH_SFI_SYNCHRONIZE_EMPL_DATA) in an application for monitoring the extraction of data.

For more information, see Monitoring the Transfer of Data from SAP ERP to SuccessFactors BizX.