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Function documentationFurther Processing of Imported Applications in the SAP ERP System Locate this document in the navigation structure

 

The HR Administrator can use the application for the further processing of imported applications (transaction HRSFI_RCT_HIRE) to check and, where required, complete the data imported from SuccessFactors BizX. He or she can then use a personnel action to transfer the data to the SAP ERP system.

The application is located in the menu of the following roles:

You can use these roles to enable users to access the application in SAP NetWeaver Business Client or in SAP NetWeaver Portal. For more information, see SAP Note 1770819.

Prerequisites

  • In Customizing for the integration add-on for SAP ERP HCM and SuccessFactors BizX, you have made the settings under   Integration Scenario for Recruiting Data   Transfer of Applications from SuccessFactors BizX to SAP ERP   Further Processing of Imported Applications  .

  • If you want to use the function for transferring a user ID to SuccessFactors BizX after hiring the employee in SAP ERP, you need to activate this function in Customizing. To do so, under   Integration Scenario for Recruiting Data   Activate Additional Functions  , set the parameter CANDIDATE_UPDATE_ACTIVE to X. For more information, see Transfer of Applications from SuccessFactors BizX to SAP ERP in the section Updating Candidate Data in SuccessFactors BizX After Hiring in SAP ERP.

  • If you want to use the transfer of job requisition data for positions from SAP ERP to SuccessFactors BizX, you need to activate this in Customizing. To do so, under   Integration Scenario for Recruiting Data   Activate Additional Functions  , set the parameter JOB_REQUISITION_INTEGR_ACTIVE to X. For more information, see Transferring Job Requisition Data for Positions from SAP ERP to SuccessFactors BizX.

Features

Note Note

The menu also contains all functions that, as described below, can be performed using a pushbutton or by clicking on the relevant icon in the list of applications.

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Overview of the Transferred Applications

The application displays a list of the applications transferred from SuccessFactors BizX that have not yet been transferred to the SAP ERP system and therefore do not yet have the status Completed. This overview serves as a task list for the HR Administrator, in which he or she can see for which applications data needs to be added, for which applications he or she can already perform a personnel action, and so on.

Note Note

Which applications the HR Administrator sees in the list depends on whether he or she has the authorizations required for the imported data. You use the Business Add-In (BAdI) Authorization Check for SFSF Integration to define the authorizations. For the BAdI, see Customizing for the integration add-on, and choose Basic Settings.

End of the note.
Modify List

The list of applications is based on SAP List Viewer (ALV) for SAP GUI. Therefore, the HR Administrator can use the following standard SAP List Viewer functions:

  • Sorting the list

  • Filter list

  • Print list

  • Export list

For more information, see the documentation for SAP List Viewer, under Functions in the List.

The HR Administrator can save and reload all settings that he or she makes for the list in views. For more information, see the documentation for SAP List Viewer, under Personalizing the List.

For the documentation for SAP List Viewer, see SAP Library and choose   Getting Started - Using SAP Software   Working with Tools and Functions   Working with Lists  .

Display Details of the Application

On the Details tab, the HR Administrator can display the following information for the application:

  • Information on the application itself, for example, country grouping and personnel action to be performed

  • Information on the applicant, for example, name and date of birth

  • Information on the processing of the application, for example, the last processor and the date of the last change

  • Information on the transfer of data from SuccessFactors BizX, for example, date of data transfer and ad hoc report used for the data extraction

    If you have activated the function for transferring a user ID to SuccessFactors BizX after hiring the employee in SAP ERP, the candidate ID to which the SAP ERP system transfers the user ID derived from the personnel number is also displayed here.

Display Field Contents Transferred from SuccessFactors BizX and Mapped in the SAP ERP System

The HR Administrator can use the Data Overview (PDF) pushbutton to display the following information for the application:

  • Basic application information

  • All SuccessFactors BizX fields for which data has been transferred, as well as the transferred field contents

  • All SAP ERP infotype fields to which data is transferred, as well as the field content to be transferred

The PDF overview is displayed in a separate window that the HR Administrator can leave open at the same time as he or she performs the personnel action. This shows the HR Administrator which infotype fields are filled automatically by the personnel action and in which infotype fields he or she may need to make manual entries.

Display Messages for an Application

The HR Administrator can click on the icon in the Messages column to display the error and warning messages for a selected application. For example, there is an error message if no suitable personnel action could be determined for the application, or if the HR Administrator needs to check for duplicates (see below). For example, there is a warning message if the field content is missing for fields that are not mandatory.

Edit Messages on SuccessFactors BizX Job Requisitions

If you have activated the transfer of job requisition data for positions from SAP ERP to SuccessFactors BizX, the SAP ERP system checks whether the combination of position and job requisition ID as it has been imported from SuccessFactors BizX for a candidate corresponds to the combination defined in the SAP ERP system. The following cases can occur:

  • The job requisition ID is not defined in the SAP ERP system for this position.

  • The job requisition ID is defined for this position in the SAP ERP system, but the relevant record of the infotype SFSF Job Requisition (1107) has already been closed.

Note Note

For example, this can happen in the following situations:

  • The relevant job requisition was created manually in SuccessFactors BizX before you activated the transfer of job requisition data for positions from SAP ERP to SuccessFactors BizX.

  • The vacancy for a position was closed accidentally and then reopened. As a result, a new job requisition ID was transferred to SuccessFactors BizX. However, in SuccessFactors BizX, candidates have already applied based on the old job requisition. Their data has been transferred to the SAP ERP system.

End of the note.

The check is performed at the following times:

  • When the applications are transferred from SuccessFactors BizX to the SAP ERP system.

  • When the HR Administrator has successfully performed the personnel action.

In both cases the system displays a warning for the HR Administrator if the combination of position and job requisition ID transferred from SuccessFactors BizX does not correspond to the combination defined in the SAP ERP system. To process the messages, the HR Administrator proceeds depending on the situation as follows:

  • After transferring the applications from SuccessFactors BizX:

    The HR Administrator is to check whether he or she wants to transfer the application as it is.

  • After performing the personnel action:

    • The HR Administrator is to check whether he or she accidentally assigned the candidate to a position other than the one whose data was originally transferred to SuccessFactors BizX. He or she is to correct the assignment where necessary.

    • The HR Administrator is to check whether the incorrect job requisition has been closed (see below, under Perform Personnel Action). If necessary, he or she needs to make sure that the correct job requisition is closed.

Display General Messages

The HR Administrator can use the General Messages pushbutton to display the messages that apply to all applications. For example, such a message occurs if the connection via middleware was not available and it was therefore not possible to transfer any data. The HR Administrator can also delete messages from the list when they are no longer required.

Store a Note for an Application

The HR Administrator can click on the icon in the Note column to make notes for an application, for example, on which additional information he or she requires. If more than one HR Administrator is working on the same applications, this enables them to inform each other of who is processing which application. If an HR Administrator has created a note, the icon changes from Create Note to Change Note.

Check for Duplicates

For each application transferred from SuccessFactors BizX, the SAP ERP system uses the first name, last name, and date of birth to check whether one or more personnel numbers that match the data transferred already exist. If so, the system displays an error message for this application. The application has the status To Be Checked.

The HR Administrator then needs to check whether the persons are the same. To do so, he or she clicks the icon in the Check column to access the Check and Change Data dialog box. This contains the data for the transferred application and the data for the existing personnel numbers. The HR Administrator selects one of the entries and thereby determines whether the employee is new. He or she also determines which country grouping is to be used to map the SuccessFactors BizX data to the SAP ERP infotype fields and which personnel action is to be performed.

Check and Change Country Grouping

The SAP ERP system uses the application data transferred from SuccessFactors BizX to derive the country grouping that it uses to map the SuccessFactors BizX data to the SAP ERP infotype fields.

Note Note

You use the BAdI Determination of Further Data for Recruiting Scenario from SFSF to define how the country grouping is determined. For the BAdI, see Customizing for the integration add-on, under   Integration Scenario for Recruiting Data   Transfer of Data from SuccessFactors BizX to SAP ERP  .

End of the note.

If the SAP ERP system could not define a country grouping from the data transferred from SuccessFactors BizX, it displays an error message for this application. The application has the status To Be Checked.

The HR Administrator then needs to define the country grouping that is to be used to map the SuccessFactors BizX data to the SAP ERP infotype fields. To do so, he or she clicks the icon in the Check column to access the Check and Change Data dialog box. There, he or she selects a country grouping.

Check and Change Personnel Action

The SAP ERP system uses the application data transferred from SuccessFactors BizX to derive possible personnel actions.

Note Note

You use the BAdI Determination of Further Data for Recruiting Scenario from SFSF to define how the personnel actions are determined.

End of the note.

If the SAP ERP system could not define a unique personnel action from the data transferred from SuccessFactors BizX, it displays an error message for this application. The application has the status To Be Checked.

The HR Administrator then needs to define the personnel action that is to be performed for this application. To do so, he or she clicks the icon in the Check column to access the Check and Change Data dialog box. There, he or she selects a personnel action.

Perform Personnel Action

If all data required for an application is available, it has the status Start Action. The HR Administrator can then use the Start Action pushbutton to transfer the application data to Personnel Administration, using the transaction Personnel Actions (PA40). In doing so, the field contents transferred from SuccessFactors BizX are transferred to the SAP ERP infotype fields that have been mapped to the SuccessFactors BizX fields in Customizing. The country grouping that the SAP ERP system determined or that the HR Administrator entered is taken into consideration.

If the personnel action has been performed, the application initially receives the status Confirmation Pending in the transaction HRSFI_RCT_HIRE. The SAP ERP system sends a relevant status update to SuccessFactors BizX.

If you have activated the function for transferring a user ID to SuccessFactors BizX after hiring the employee in SAP ERP, the SAP ERP system transfers the status update together with the user ID derived from the personnel number to SuccessFactors BizX.

If the status of the application has been updated in SuccessFactors BizX and the user ID has been transferred to SuccessFactors BizX, the application receives the status Completed in the transaction HRSFI_RCT_HIRE.

Note Note

The overall status of the application in the transaction HRSFI_RCT_HIRE is composed of the status that the application receives in SuccessFactors BizX and the status for transferring the user ID to SuccessFactors BizX. Only when both statuses are set to Completed is the overall status also Completed.

If the status update is not visible immediately in the transaction HRSFI_RCT_HIRE, choose the Update List pushbutton.

If the personnel action could not be performed successfully, a dialog box with a corresponding message is displayed.

End of the note.
Other Steps for SuccessFactors BizX Job Requisitions

If you have activated the transfer of job requisition data for positions from SAP ERP to SuccessFactors BizX, the SAP ERP system performs the following additional steps after the personnel action has been completed:

  • It closes the record of the infotype SFSF Job Requisition (1107).

    • If you use vacancies for positions in your SAP ERP system and the HR Administrator closes the vacancy after completing the personnel action, the SAP ERP system also closes the corresponding record of the infotype SFSF Job Requisition (1107).

    • If you do not use vacancies for positions in your SAP ERP system, the SAP ERP system closes the corresponding record of the infotype SFSF Job Requisition automatically after the personnel action has been completed.

    In both cases, the next time that data is transferred, the SAP ERP system transfers the status Closed to SuccessFactors BizX to close the job requisition there.

  • Irrespective of whether you use vacancies for positions in your SAP ERP system, once the personnel action has been completed, the SAP ERP system automatically transfers the personnel number of the newly hired candidate and the SuccessFactors BizX user ID derived from this to the infotype SFSF Job Requisition (1107).

Display Applications Not Transferred

The HR Administrator can use the Appl. Not Transf. pushbutton to display the applications that SuccessFactors BizX could not transfer, for example, since the application status was not correct or the field contents of required fields were missing. The HR Administrator can also delete entries from this list when they are no longer required.

Close Application Manually

The HR Administrator can set applications for which the system could not set the status Completed to Completed manually so that they are no longer displayed in the list of open applications. The applications then have the status Man. Completed.

If you have activated the function for transferring a user ID to SuccessFactors BizX after hiring the employee in SAP ERP, the HR Administrator is requested to enter the personnel number of the employee for whom he or she performed the personnel action manually. Only then can the HR Administrator complete the application manually.

Example Example

It can be necessary to complete applications manually in complex cases, such as the following:

  • For an application, only a very small amount of SuccessFactors BizX data could be mapped to SAP ERP infotype fields. Therefore, the application does not receive the status Start Action. However, the HR Administrator performs a personnel action by calling the transaction PA40 manually and entering the required data in the relevant infotypes.

  • In the SAP ERP system, a personnel number with the start date July 1 has already been created. Subsequently, an application for the same person but with the hiring date June 1 is transferred from SuccessFactors BizX. The SAP ERP system recognizes that a suitable personnel number already exists. However, it cannot determine the data since it only exists in the SAP ERP system as of July 1 and not as of June 1. Therefore, the HR Administrator needs to change the start date of the existing personnel number and, if required, enter data that needs to be added to the relevant infotypes.

End of the example.
Display Completed Applications

The HR Administrator can use the Show Completed pushbutton to display the applications that have been transferred on or after a particular date and have already been completed automatically or manually. He or she can choose the Show Open Appl. pushbutton to return to the list of applications not yet completed.

Remap Data Transferred from SuccessFactors BizX to SAP ERP Infotype Fields

The HR Administrator can retrigger the transfer of data from SuccessFactors BizX for a selected application or for all applications. For example, this is useful if new mappings of SAP ERP infotype fields to SuccessFactors BizX fields have been added in Customizing such that additional field contents can be transferred.

To do so, the HR Administrator chooses   Tools   Remap Data for Job Application   or   Tools   Remap Data for All Job Applications  .

Note Note

If the HR Administrator changes the country grouping, the data transferred from SuccessFactors BizX is automatically remapped to SAP ERP infotype fields since some mappings (for example, the address) can be country-specific.

End of the note.
Resend Failed Confirmations to SuccessFactors BizX

If the SAP ERP system could not send a status update to SuccessFactors BizX after completing the personnel action, it displays a corresponding message under General Messages. For example, this can be the case if the connection via middleware was not available briefly. In this case, the HR Administrator can resend the status updates. If you have activated the function for transferring a user ID to SuccessFactors BizX after hiring the employee in SAP ERP, the HR Administrator can also send the user IDs to SuccessFactors BizX again.

To do so, he or she chooses   Tools   Resend Failed Confirmations to SFSF  .

Note Note

If the HR Administrator chooses this function, the SAP ERP system sends only the pending information to SuccessFactors BizX. If the status update for an application has been transferred successfully but an error occurred when sending the user ID, the system resends only the user ID to SuccessFactors BizX. In the reverse case, the SAP ERP system resends only the status update to SuccessFactors BizX.

End of the note.
Delete Application from the List

The HR Administrator can delete obsolete applications from the list, for example, if an applicant declines at short notice. To do so, he or she chooses   Job Application   Delete  .

Deleting only removes the application from the list and deletes the related messages. It does not change the status in SuccessFactors BizX.

Caution Caution

To be able to delete applications, the HR Administrator requires super user authorization. In addition to the delete function, a super user sees all applications in the list, regardless of whether he or she has the authorizations required for the imported data.

You use the BAdI Authorization Check for SFSF Integration with the method CHECK_SUPER_USER to define the super user authorization. For the BAdI, see Customizing for the integration add-on, and choose Basic Settings.

End of the caution.