PUBLIC

SAP Best Practices for SAP SuccessFactors Employee Central

Document Version: 2H 2023 – 2024-01-22

Position Management: Configuration Guide -

Getting Started
© 2023 SAP SE or an SAP affiliate company. All rights reserved.

THE BEST RUN

Content

1 Position Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

2 Change History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

3 Solution Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

4 Preparing Implementation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
4.1 SAP SuccessFactors Provisioning Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
4.2 Activation of SAP Best Practices Position Management Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Manage Permissions for Activation of Solution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Check Proper Synchronization of Position Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

5 Implementation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
5.1 Running Activation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
5.2 Tracking Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

6 Error Handling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
6.1 Error in Manage Permission Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

7 Post-Processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
7.1 Checking Role-Based Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Checking HR Administrator Permission. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Checking Organization Design Expert Permission. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Checking Manager on Direct Reports Permission. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Checking Manager on Team Permission. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Checking HR Business Partner Permission. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Checking Super Admin Permission. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
7.2 Checking Position Management Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
7.3 Specifying Fields Displayed on Position Quickcard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
7.4 Setting up Dynamic Groups for Position Management Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . 28
7.5 Checking "Lookup Country/Region from Company Registration Country/Region" Table. . . . . . . . . . 29
7.6 Creating Mass Change Run. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
7.7 Configuring Mass Change Request UI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
7.8 Making Pay Range Value Visible in Position. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
7.9 Field Update for Succession Data Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

8 Role Based Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

8.1 Permission Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
8.2 Permission Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Position Management: Configuration Guide - Getting Started

2 PUBLIC Content
9 Ticket Component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Position Management: Configuration Guide - Getting Started

Content PUBLIC 3
1 Position Management

Purpose

This configuration guide describes all activities you need to carry out before you implement the solution
package from system preparation to implementation of the business content and validation.

Further Info

This document is for the following target groups who already have a sound knowledge of the SAP Best
Practices implementation, including tools and documentation.

• Business consultants: Evaluate business content/processes including troubleshooting, FAQ, and further
information for extended usage of the package.
• Implementation consultants (application consultants): Implementation of business content and
processes.

Position Management: Configuration Guide - Getting Started

4 PUBLIC Position Management
2 Change History

Learn about changes to the documentation for Configuration Guide - Getting Started - Position Management in
recent releases.

2H 2023

Type of
Change Description More Info

Changed Added note at end of section. Making Pay Range Value Visible in Position
[page 31]

Changed Added association positionMatrixRelationship as filter to Configuring Mass Change Request UI [page
MassChangesJobConfiguration. 30]

Changed Removed permission for Employee Data → Event Reasons → Checking HR Administrator Permission [page
New Location, New Job Title, New Cost Center. 16]

Checking Manager on Direct Reports Permis-

sion [page 19]

Checking Manager on Team Permission [page

21]

Checking Super Admin Permission [page

23]

Changed Added permission for Employee Data → Event Reasons → Checking HR Administrator Permission [page
Lateral Move (TRANLATL). 16]

Checking Super Admin Permission [page

23]

Added Added a new topic on Ticket Component. Ticket Component [page 37]

Added Added a new topic on avoiding activation error. Check Proper Synchronization of Position
Object [page 11]

1H 2023

Type of
Change Description More Info

Changed Restricted permission for Miscellaneous Permission → Checking Manager on Direct Reports Permis-
Position via field-level override. sion [page 19]

Changed Removed permission to create positions. Checking Manager on Team Permission [page
21]

Changed Set threshold for running adoption of reporting line and job Checking Position Management Settings
relationships as a job in accordance with the Design Con- [page 25]
siderations and Recommendations for SAP SuccessFactors
Employee Central Position Management.

Position Management: Configuration Guide - Getting Started

Change History PUBLIC 5
Type of
Change Description More Info

Changed Redefined and renamed custom UI. Making Pay Range Value Visible in Position
[page 31]

2H 2022

Type of
Change Description More Info

Changed Added reference to custom UI. A new custom UI is delivered Making Pay Range Value Visible in Position
in the activation content. [page 31]

Changed Added permission for Employee Central Effective Dated Checking HR Administrator Permission [page
Entities → Position Title. 16]

Checking Manager on Direct Reports Permis-

sion [page 19]

Checking Manager on Team Permission [page

21]

Checking HR Business Partner Permission

[page 22]

Checking Super Admin Permission [page

23]

1H 2022

Type of
Change Description More Info

Changed Replaced by the NextGen Admin opt-in feature. All where path was given for One Admin opt-
in feature

Changed Removed usage of position types in accordance with the De- Checking Position Management Settings
sign Considerations and Recommendations for SAP Suc- [page 25]
cessFactors Employee Central Position Management.

Deleted Removed Checking Employee Permission section. Checking Employee Permission

Changed Renamed Checking Manager Permission to Checking Man- Checking Manager on Team Permission [page
ager on Team Permission. 21]

New New section Checking Manager on Direct Reports Permission Checking Manager on Direct Reports Permis-
is added sion [page 19]

Changed Adapted role names to allow a merge of permissions cross All where role-based permissions mentioned
upgrades.

Changed Removed permission for Employee Central Effective Dated Checking HR Administrator Permission [page
Entities → Position Title. 16]

Checking Manager on Team Permission [page

21]

Checking HR Business Partner Permission

[page 22]

Position Management: Configuration Guide - Getting Started

6 PUBLIC Change History
 Type of
Change Description More Info

Checking Super Admin Permission [page

23]

Changed Removed Employee Self-Service permission role. Adapted Permission Roles [page 33]
target population for Manager on Team role. Added Manager
on Direct Reports role.

2H 2021

Type of
Change Description More Info

New New section in Post-Processing section due to definition of Checking Organization Design Expert Permis-
new role. sion [page 18]

Added Added permissions related to Mass Data Management. Checking Super Admin Permission [page
23]

Changed Changed value of Position Synchronization field in accord- Checking Position Management Settings
ance with the Design Considerations and Recommendations [page 25]
for SAP SuccessFactors Employee Central Position Manage-
ment.

Deleted Removed Creating MDF Picklists section. Creating MDF Picklists

Changed Replacement of section Enhancing "Lookup Country/Region Checking "Lookup Country/Region from
From Company" Table in Post-Processing section due to re- Company Registration Country/Region" Ta-
work of filtering the employee class values based on selected ble [page 29]
company.

New New section in Post-Processing section due to introduction of Configuring Mass Change Request UI [page
Mass Data Management feature. 30]

Changed Deleted reference to custom UI. The custom UI has been Making Pay Range Value Visible in Position
removed from the activation content. [page 31]

New New section in Post-Processing section. Field Update for Succession Data Model
[page 32]

Position Management: Configuration Guide - Getting Started

Change History PUBLIC 7
3 Solution Overview

This SAP Best Practices solution content for position management:

• is based on SAP SuccessFactors Employee Central - Position Management;

• provides an accelerated deployment of the required configuration settings;
• provides pre-configured content for Position Management.

Position Management: Configuration Guide - Getting Started

8 PUBLIC Solution Overview
4 Preparing Implementation

4.1 SAP SuccessFactors Provisioning Settings

In the SAP SuccessFactors instance, the following provisioning switches need to be checked in the Company
Settings of your company:

Go to Edit Company Settings Company Settings :

 Note

If utilizing the search capabilities (control F) in Provisioning, the exact text of the setting is listed.

Base Set Up Switch Action

Enable SAP Best Practices in the Upgrade Center (use only in Test and Development. This switch is designed Enable
for usage by consultants and partners only.) [Demoable, Not Ready for Production]

Enable Position Management - requires Employee Central V2 (for example, Event Reason Derivation), Enable Enable
Generic Objects, Effective Dated Data Platform, Employee Profile data audit and Enable the Attachment
Manager.

Ultra Organization Chart [requires Version 10 UI or Version 11 UI framework (ULTRA)] Enable

Choose Save.

4.2 Activation of SAP Best Practices Position Management

Content

The customer implements the SAP Best Practices Position Management module on top of Employee Central
Core. If there is an already existing super admin user assigned to a role with the necessary permissions for
activation of solution via the Upgrade Center, then directly carry on the activation process. If not, then enhance
the role with these permissions and run activation of solution via the Upgrade Center.

 Note

Employee Central Core is a prerequisite for Employee Central Position Management module. Employee
Central Core is the Employee Central base which helps to perform basic HR functions like hiring to retiring.

Position Management: Configuration Guide - Getting Started

Preparing Implementation PUBLIC 9
  Caution

Make sure that country/region-specific configuration for at least one country/region, including existence of
legal entity, is already available in your instance before you run SAP Best Practices Position Management!

4.2.1 Manage Permissions for Activation of Solution

For implementing the SAP Best Practices for position management, some basic permissions are needed to run
the activation and to check the result.

User Permissions Settings Selection

General User Permission User Login X

Live Profile Access X

Company Info Access X

User Search X

Administrator Permissions Settings Selection

Manage System Properties Company Dictionary X

Company System and Logo Settings X

Manage Home Page X

Manage Employee Files X

Picklist Management and Picklists X

Mappings Set Up

Employee Central Feature Settings X

Platform Feature Settings X

Org Chart Configuration X

Manage User Manage Users X

Reset User Passwords X

Employee Export X

Proxy Management

Position Management: Configuration Guide - Getting Started

10 PUBLIC Preparing Implementation
 Administrator Permissions Settings Selection

Import Employee Data X

Manage Workflows Manage Workflow Groups X

Manage Foundation Objects Select All

Metadata Framework Select All

Manage Business Select for all elements Visibility: View and Actions:
Configuration Edit, Import/Export

Admin Center Permissions Manage Upgrade Center X

4.2.2 Check Proper Synchronization of Position Object

Before running the activation of Position Management, it needs to be ensured that the Position object definition
has synced properly. If this is not the case, activation will fail with following error message:

Exception Occured while executing the class, BestPracticesImportGenericObjectCSV ,

Exception:BPMsg: Some of the records failed to be imported for GOObjectDefinition

Error: For entity [Code : Position, Name : code ] related to parent via path :
fields encountered error - 1. You can’t modify the object category of standard or
pre-delivered objects. Position is a standard or pre-delivered object. **** 2. The
Business Entity (BE) Column Name for code can’t be changed.

For entity [Code : Position, Name : externalName ] related to parent via path :
fields encountered error - 1. The Business Entity (BE) Column Name for externalName
can’t be changed.

……

For entity [Code : Position, Name : positionCriticality ] related to parent via

path : fields encountered error - 1. The Business Entity (BE) Column Name for
positionCriticality can’t be changed.

Filename: SAP_BP_11J_ObjectDefinition.csv,

Exception while executing the steps as per upgrade config file

To avoid this, proceed as follows:

1. Log on to your SAP SuccessFactors instance and go to Admin Center.

2. Type Configure Object Definition in the tool search box and select the feature/tool from the list.
The Configure Object Definitions page opens.
3. In the Search field, select Object Definition, and into the second search field, type Position.
In case Position is listed as shown in the below screenshot, you can continue as described in section
Implementation [page 13].

Position Management: Configuration Guide - Getting Started

Preparing Implementation PUBLIC 11
 In case Position is not listed, and you obtain a list as shown in the below screenshot,

the position object has not synced properly, even though Position Management has been enabled in
provisioning. In this case do the following:
4. In Provisioning, access the Company ID and choose Manage Scheduled Jobs.
Run job MDF Object Definition To DB SYNC.
Once the job has run, the Position object will be available in the instance in Configure Object Definition, and
you can continue as described in section Implementation [page 13].

Position Management: Configuration Guide - Getting Started

12 PUBLIC Preparing Implementation
5 Implementation

In this step, the solution is implemented by following the content in the Upgrade Center according to the
pre-defined sequence.

The Upgrade Center guides you through the content to be implemented.

The SAP Best Practices solution contains:

1. Position Management provides the base configuration of the – Best Practice Employee Central Position
Management Setup
2. After the automated implementation, additional post-processing steps are required. Those are described
in the Post-Processing section.
3. Based on the provided workbook, the SAP Best Practices solution pre-configuration can be adapted to the
customer requirements.
4. In the content library, you can also find the Test Scripts that provide a detailed process step description of
the business scenario.
5. The Process Diagrams contain a graphical overview of the process flow.

5.1 Running Activation

1. Log on to your SAP SuccessFactors instance and go to Admin Center.

2. Type Upgrade Center in the tool search box and select the feature/tool from the list.
3. On the Welcome to the SuccessFactors Upgrade Center page, filter by SAP Best Practices. In the
Recommended Upgrades section, you will find the Best Practices Employee Central Position Management
Setup.
4. Choose Learn More & Upgrade Now.
5. On the Best Practices Employee Central Position Management Setup page, choose Upgrade Now.
6. In the dialog box, choose Yes for: Are you sure you want to upgrade to Best Practices Employee Central
Position Management Setup?

 Note

You will not be able to undo this feature once it is upgraded.

7. A dialog screen confirms the update and that the activation is executed in the background.
8. Track the status of the upgrade as described in the next section Tracking Process.

Position Management: Configuration Guide - Getting Started

Implementation PUBLIC 13
5.2 Tracking Process

The activation will schedule several background jobs for executing each single configuration step.

After triggering the activation of the content, status emails will be sent out to the user who triggered the
activation in Upgrade Center:

The email with subject Upgrade Center Notification: "Best Practices Employee Central Position Management
Setup", Upgrade Status provides you the final status of the upgrade with a detailed log of the different
configuration steps and their status.

Position Management: Configuration Guide - Getting Started

14 PUBLIC Implementation
6 Error Handling

6.1 Error in Manage Permission Roles

In case you get an error during accessing any permission role details, clear the MDF cache in provisioning:
MDF Cache Tool Clear cache Click to clear cache and try again

Position Management: Configuration Guide - Getting Started

Error Handling PUBLIC 15
7 Post-Processing

7.1 Checking Role-Based Permissions

7.1.1 Checking HR Administrator Permission

1. Go to Admin Center.
2. Type Manage Permission Roles in the tool search box and select the feature/tool from the list.
3. Choose the existing HR Administrator role SFCC HR Administrator.
4. On the Permission Role Detail Permission Settings screen, choose Permission.
5. Check the following settings and add if missing:

View Cur- View His- Edit /

User Permissions Section Field rent tory Insert Correct Delete

Employee Central Job Infor- Job Information X X X X X

Effective Dated Entities mation Actions

Edit Link X X X X X

Company X X X X X

Position X X X X X

Position Entry X X
Date

Time In Position X X

Location X X X X X

Global Job Title X X X X X

Position Title X X

Administrator Permissions Select Check Boxes

Metadata Framework Manage Positions

Manage Mass Changes for Metadata Objects

Position Management: Configuration Guide - Getting Started

16 PUBLIC Post-Processing
 Administrator Permissions Select Check Boxes

Manage Position Access Position Organization Chart

Change Display Date of Position Organization Chart

Create Position from Position Organization Chart

Mass Copy of Position in Position Organization Chart

User Permissions Field

Miscellaneous Position Visibility View Cur- View History

Permission rent

X X

Actions Create Insert Correct Delete Import/

Export

X X X X X

Lookup Country/Re- Visibility View Cur- View History

gion from Com- rent
pany Registration
Country/Region X X

Actions Create Insert Correct Delete Import/

Export

X X X X X

Mass Change Run View Edit Import/Export

X X X

User Permis-
sions Section Field View Edit

Employee Data Event Reasons Lateral Move (TRANLATL) X X

Cost Center Change (DATACOST) X X

Location Change (DATALOC) X X

HR Actions Update Employment Records (displayed as X X

'Take Action' button)

5. Choose Done.

6. Choose Save Changes.

Position Management: Configuration Guide - Getting Started

Post-Processing PUBLIC 17
7.1.2 Checking Organization Design Expert Permission

1. Go to Admin Center.
2. Type Manage Permission Roles in the tool search box and select the feature/tool from the list.
3. Choose the existing Organization Design Expert role SFCC Organization Design Expert.
4. On the Permission Role Detail Permission Settings screen, choose Permission.
5. Check the following settings and add if missing:

Administrator Permissions Select Check Boxes

Metadata Framework Configure Object Definitions

Manage Positions

Administrator Permissions Select Check Boxes

Manage Position Access Position Organization Chart

Change Display Date of Position Organization Chart

Create Position from Position Organization Chart

Access Position Management Settings in Admin Center

Mass Copy of Position in Position Organization Chart

Administrator Permissions Select Check Boxes

Manage Mass Data Management Enable Mass Data Management

User Permissions Field

Miscellaneous Position Visibility View Cur- View His-

Permission rent tory

X X

Actions Create Insert Correct Delete Import/

Export

X X X X X

MassChangesJob View Edit Import/

Export

X X

Position Management: Configuration Guide - Getting Started

18 PUBLIC Post-Processing
 User Permissions Field

MassChangesJobCon- View Edit Import/

figuration Export

6. Choose Done.
7. Choose Save Changes.

7.1.3 Checking Manager on Direct Reports Permission

1. Go to Admin Center.
2. Type Manage Permission Roles in the tool search box and select the feature/tool from the list.
3. Choose the existing Manager Self-Service role SFCC Manager on Direct Reports.
4. On the Permission Role Detail Permission Settings screen, choose Permission.
5. Check the following settings and add if missing:

Administrator Permissions Select Check Boxes

Manage Position Access Position Organization Chart

Change Display Date of Position Organization Chart

Create Position from Position Organization Chart

View Cur- Edit/

User Permissions Section Field rent View History Insert Correct Delete

Employee Central Job Infor- Job Informa- X X X X X

Effective Dated Entities mation tion Actions

Edit Link X X X X X

Company X X X X X

Location X X X X X

Cost Center X X X X X

Global Job Title X X

Position Title X X

Time In Posi- X X
tion

Position Management: Configuration Guide - Getting Started

Post-Processing PUBLIC 19
 View Cur- Edit/
User Permissions Section Field rent View History Insert Correct Delete

Position X X X X X

Position Entry X X
Date

User Permissions Section Field View Edit

Employee Data HR Ac- Update Employment Records (displayed as X X

tions 'Take Action' button)

Event Rea- Cost Center Change (DATACOST) X X

sons
Location Change (DATALOC) X X

Lateral Move (TRANLATL) X X

To exclude the possibility that managers create positions in organizational units outside their area of
responsibility, some fields of the position object should be set read-only. This is obtained using the Field
Level Overrides functionality. Check the following settings and add if missing:

User Permissions Field

Miscellaneous Position Visibility View Current View History

Permission
X X

Actions Create Insert Correct Delete Import/

Export

Field Level Overrides X

Field Permission

Company Read Only

Business Unit Read Only

Division Read Only

Department Read Only

Subject to Position Read Only

Control

Mass Position Read Only

To Be Hired Read Only

6. Choose Done.
7. Choose Save Changes.

Position Management: Configuration Guide - Getting Started

20 PUBLIC Post-Processing
7.1.4 Checking Manager on Team Permission

1. Go to Admin Center.
2. Type Manage Permission Roles in the tool search box and select the feature/tool from the list.
3. Choose the existing Manager Self-Service role SFCC Manager on Team.
4. On the Permission Role Detail Permission Settings screen, choose Permission.
5. Check the following settings and add if missing:

Administrator Permissions Select Check Boxes

Manage Position Access Position Organization Chart

Change Display Date of Position Organization Chart

Create Position from Position Organization Chart

View Cur- Edit/

User Permissions Section Field rent View History Insert Correct Delete

Employee Central Job Infor- Job Informa- X X

Effective Dated Entities mation tion Actions

Edit Link X X

Global Job Title X X

Position Title X X

Time In Posi- X X
tion

Position X X

Position Entry X X
Date

User Permissions Section Field View Edit

Employee Data HR Ac- Update Employment Records (displayed as X

tions 'Take Action' button)

Event Rea- Cost Center Change (DATACOST) X

sons
Location Change (DATALOC) X

Lateral Move (TRANLATL) X

Position Management: Configuration Guide - Getting Started

Post-Processing PUBLIC 21
 User Permissions Field

Miscellaneous Position Visibility View Current View History

Permission
X X

Actions Create Insert Correct Delete Import/

Export

6. Choose Done.
7. Choose Save Changes.

7.1.5 Checking HR Business Partner Permission

1. Go to Admin Center.
2. Type Manage Permission Roles in the tool search box and select the feature/tool from the list.
3. Choose the existing HR Business Partner role SFCC HRBP.
4. On the Permission Role Detail Permission Settings screen, choose Permission.
5. Check the following settings and add if missing:

Administrator Permissions Select Check Boxes

Manage Position Access Position Organization Chart

Change Display Date of Position Organization Chart

User Permissions Field

Miscellaneous Position Visibility View Current View History

Permission
X X

Actions Create Insert Correct Delete Import/

Export

View Cur- View His- Edit / In-

User Permissions Section Field rent tory sert Correct Delete

Employee Central Effective Dated Job Infor- Position X X

Entities mation

Position Management: Configuration Guide - Getting Started

22 PUBLIC Post-Processing
 View Cur- View His- Edit / In-
User Permissions Section Field rent tory sert Correct Delete

Position En- X X
try Date

Time In Po- X X
sition

Position Ti- X X
tle

6. Choose Done.
7. Choose Save Changes.

7.1.6 Checking Super Admin Permission

1. Go to Admin Center.
2. Type Manage Permission Roles in the tool search box and select the feature/tool from the list.
3. Choose the existing super admin role SFCC Super Admin.
4. On the Permission Role Detail Permission Settings screen, choose Permission.
5. Check the following settings and add if missing:

View Cur- View His- Edit / In-

User Permissions Section Field rent tory sert Correct Delete

Employee Central Effective Job Infor- Position X X X X X

Dated Entities mation
Position En- X X
try Date

Time In Po- X X
sition

Position Ti- X X
tle

Company X X X X X

Administrator Permissions Select Check Boxes

Metadata Framework Configure Object Definitions

Manage Data

Configure Business Rules

Position Management: Configuration Guide - Getting Started

Post-Processing PUBLIC 23
 Administrator Permissions Select Check Boxes

Access to non-secured objects

Import Permission on Metadata Framework

Manage Positions

Manage Mass Changes for Metadata Objects

Manage Sequence

Administrator Permissions Select Check Boxes

Manage Position Access Position Organization Chart

Change Display Date of Position Organization Chart

Create Position from Position Organization Chart

Access Position Management Settings in Admin Center

Mass Copy of Position in Position Organization Chart

Administrator Permissions Select Check Boxes

Manage Mass Data Management Enable Mass Data Management

User Permissions Field

Miscellaneous Position Visibility View Cur- View His-

Permission rent tory

X X

Actions Create Insert Correct Delete Import/

Export

X X X X X

Lookup Country/Re- Visibility View Cur- View His-

gion from Com- rent tory
pany Registration
Country/Region X X

Actions Create Insert Correct Delete Import/

Export

X X X X X

Position Management: Configuration Guide - Getting Started

24 PUBLIC Post-Processing
 User Permissions Field

Mass Change Run View Edit Import/

Export

X X X

MassChangesJob View Edit Import/

Export

X X X

MassChangesJobCon- View Edit Import/

figuration Export

X X X

User Permissions Section Field View Edit

Employee Data Event Reasons Lateral Move (TRANLATL) X X

Cost Center Change (DATACOST) X X

Location Change (DATALOC) X X

6. Add following setting:

Administrator Permissions Select Check Boxes

Manage System Properties Org Chart Configuration

7. Choose Done.
8. Choose Save Changes.

7.2 Checking Position Management Settings

1. Go to Admin Center.
2. Type Position Management Settings in the tool search box and select the feature/tool from the list.
3. Check the following settings and add if missing:

Tab Field Value

General Use Position Types No

Is the Position External Code Auto Generated? Yes

Position Management: Configuration Guide - Getting Started

Post-Processing PUBLIC 25
 Tab Field Value

Set 'To Be Hired' Status if Incumbent is Unassigned from a Position Only If Current FTE Value is Be-
low Planned Value

Reset 'To Be Hired' Status if Incumbent is Assigned to a Position Only If Planned FTE Value is
Reached

Set or Reset 'To Be Hired' Status if Position 'FTE' is Changed No

Set or Reset 'To Be Hired' Status if an Incumbent's 'FTE' is Yes

Changed

Hierarchy Leading Hierarchy Position Hierarchy

Adaptations
Reassign Direct Reports According to Position Hierarchy on Termi- Yes - Always
nation Screen and Internal Hire Screen

Default The Supervisor Or The Position In Hire, MSS Job Informa- Yes
tion And History

Event Reason for Assigning Employees to New Manager Mgr Change Pos. Hierarchy
Adapt
 Note
This field is not there if you have event derivation enabled in
your instance.

Threshold for Running Adoption of Reporting Line and Job Rela- 5

tionships as a Job
 Note
 Note
You can adapt this value as
This threshold is relevant only if the position hierarchy is the per your needs.
leading hierarchy. It is recommended to set the threshold be-
tween 5 and 20 to mitigate potential performance issues in
moving many direct reports and job relationship records in an
online transaction. In case a value outside this range is set, an
appropriate error message is issued.

Hierarchy Use Automated Hierarchy Adaptation No

Adaptations >
Offset in Days
Automated
Daily Hierar-
chy Adapta-
tion

Synchroniza- Position Synchronization Automatic

tion

Position Management: Configuration Guide - Getting Started

26 PUBLIC Post-Processing
 Tab Field Value

Event Reason for Synchronising Incumbents after Position Change Position Data Update (POSUPD)

 Note
This field is not there if you have event derivation enabled in
your instance.

Synchronize Position Matrix Relationships to Job Relationships of Always

Incumbents

Rule for Synchronizing Position to Job Information SFCC_PosMgmt_SyncPosToJo-

bInfo

Rule for Synchronizing Job Information to Position SFCC_PosMgmt_SyncJobInfo-

ToPosition

Search for Position in Position Reclassification No

Search for Position in Position Transfer No

Stable Headcount Area for Position Control Mode No Selection

UI Customiz- Rule for Defining Copy-Relevant Position Fields SFCC_PosMgmt_CopyPosFields

ing
Respect Workflow at Copy Position in Position Organizational Chart No

Use Company Filter for Positions in MSS Job Information and His- Yes
tory

Allow Selection Only of Positions That Have Status 'To Be Hired' in Yes
MSS Job Information and Hire

Display 'Incumbent of Parent Position' in Hire, MSS Job Informa- No

tion and History

Show 'Deactivate Position' option in Employee Termination Screen Yes

Transition Pe- Use Transition Period Yes

riod
Period 1

Unit Months

Import Adapt Reporting Hierarchy During Position Import Yes

Adapt Hierarchy During Import of Leave Of Absence Records Yes

 Note
This field is there only if you use Leave of Absence and Right to
Return in your instance.

Validate Position Assignment During Job Information Import Yes

Adapt The Position 'To Be Hired' Status During Job Information Yes
Import

Import > Exe- Execute Reclassification or Transfer Yes

cute Reclassi-
Event Reason For Position Assignment Change Position Data Update (POSUPD)

Position Management: Configuration Guide - Getting Started

Post-Processing PUBLIC 27
 Tab Field Value

fication or Ignore Event Reason Derivation

Transfer Dur-
ing Job Infor-
mation Import

Import > Adapt Hierarchy Yes

Adapt Hierar-
Event Reason For Supervisor/Position Assignment Change Position Data Update (POSUPD)
chy During
Job Informa- Ignore Event Reason Derivation

tion Import

4. Choose Save.

 Note

These settings can be adapted if needed. Refer to the SAP SuccessFactors Employee Central Position
Management: Design Considerations and Recommendations document for a detailed description of
these settings and the resulting effects when changing them.

7.3 Specifying Fields Displayed on Position Quickcard

1. Go to Admin Center.
2. Type Org Chart Configuration in the tool search box and select the feature/tool from the list.
3. On the Org Chart Configuration page, choose the Position Organization Chart tab.
4. Specify which fields will be displayed on the position tile. Flag, for example, following checkboxes:
• Code
• Position Title
• Job Title
• Company
• Cost Center.
5. If required, change the order of the fields by using the green arrow up/down icon.
6. Choose Save.

7.4 Setting up Dynamic Groups for Position Management

Workflow

The SAP Best Practices solution workflow group HR Administrators is created as part of the activation and the
user running the activation is assigned.

Position Management: Configuration Guide - Getting Started

28 PUBLIC Post-Processing
  Caution

This is only a dummy assignment to create the workflow group. This assignment needs to be reworked
based on the business need.

1. Go to Admin Center.
2. Type Manage Workflow Groups in the tool search box and select the feature/tool from the list.
3. To adapt the existing workflow group, choose the SFCC_HR_Admins_PosMgmt link. Adjust the assigned
users as per your requirements and choose Done.

 Note

Alternatively, rework the permission group conditions in rule SFCC_PosMgmt_PositionCreateUpdate_WF to

fit to the dynamic roles/groups within your instance.

7.5 Checking "Lookup Country/Region from Company

Registration Country/Region" Table

Within the SAP Best Practices solution, the custom object Lookup Country/Region from Company Registration
Country/Region is delivered. When creating a position object instance, this custom object helps displaying only
those employee class values in the dropdown list, which are defined for the country/region of registration of
the selected company.

To check that the Lookup Country/Region from Company Registration Country/Region instances are available
as expected, proceed as follows:

1. Go to Admin Center.
2. Type Manage Data in the tool search box and select the feature/tool from the list.
3. In the Search field, select Lookup Country/Region from Company Registration Country/Region, and in the
second search field select <country/region code>.

 Caution

In case the dropdown list for the second search field is empty, proceed as follows to overcome the
issue:
• Go to Admin Center.
• Type Manage Permission Roles in the tool search box and select the feature/tool from the list.
• Choose the SFCC Super Admin role.
• On the Permission Role Detail Permission Settings screen, choose Permission. Go to User
Permissions Miscellaneous Permission and remove all permissions for field Lookup Country/
Region from Company Registration Country/Region. Choose Done and choose Save Changes.
• Choose again the SFCC Super Admin role. On the Permission Role Detail Permission Settings
screen, choose Permission and grant again all permissions for field Lookup Country/Region from
Company Registration Country/Region. Save the changes.

With this, the Lookup Country/Region from Company Registration Country/Region instances should be
visible to you in Manage Data.

Position Management: Configuration Guide - Getting Started

Post-Processing PUBLIC 29
7.6 Creating Mass Change Run

1. Go to Admin Center.
2. Type Manage Mass Changes for Meta Data Objects in the tool search box and select the feature/
tool from the list.
3. Choose Create New Mass Change Run and make following entries:

Field Value

Code enter the unique ID for the new mass change run

Name enter the name for the new mass change run

Object Type to select Position from the dropdown list

Be Changed

Change Date select from calendar help the date when the change will be effective from

Synchronize to select Yes (if you want the position attribute change to be synchronized with the incumbent data).
Incumbents
 Note
You need to have a Position to Job Info synchronization rule in place already.

Select and Up- select the update rule, for example, SFCC_PosMgmt_MassChange_PosJobTitleChange as
date Rule pre-delivered during the upgrade

Execution Mode leave as No Selection

4. Choose Save.

7.7 Configuring Mass Change Request UI

Mass Data Management is a UI based solution to perform bulk changes to data in Employee Central.

Before the first mass change request can be created, you must configure the UI to include data object fields
that can be filterable, editable, and visible. Proceed as follows:

1. Go to Admin Center.
2. Type Manage Data in the tool search box and select the feature/tool from the list.

Position Management: Configuration Guide - Getting Started

30 PUBLIC Post-Processing
 3. Choose Create New MassChangesJobConfiguration and make following entries:

Field Value

externalId enter the unique ID for the new mass change job configuration

name enter the name for the new mass change job configuration

targetGOType select Position from the dropdown list

4. In the fieldConfigurations section, add fields from the position data object to the configuration, by selecting
from the fieldDefinition dropdown.

 Note

The effectiveStatus field is added to the configuration by default upon selecting the targetGOType,
and cannot be removed.

To configure a field to be visible by default on the mass change UI, set the corresponding defaultFilter value
to Yes.
To configure a field as a filter, choose the Details link and set filterable to Yes.

 Note

If the field has a parent, ensure to add the parent field to the configuration and set filterable of the
parent field to Yes.

To configure a field to be editable as part of a mass change request, choose the Details link and set editable
to Yes.

 Note

If the field has a parent, ensure to add the parent field to the configuration and set editable of the
parent field to Yes.

Except externalCode, all other fields can be configured as editable.

5. Optionally, in the associations section you can add matrix relationship to the configuration by selecting
positionMatrixRelationship from the associationName dropdown.
6. Choose Save.

7.8 Making Pay Range Value Visible in Position

Within the SAP Best Practices solution, the pay range field is enabled in the position object.

The rule SFCC Pay Range has been defined, which defaults the pay range (minimum pay, mid-point, and
maximum pay) based on the position. This rule has been attached to the fields of the position object that are
used to define the pay pange.

Position Management: Configuration Guide - Getting Started

Post-Processing PUBLIC 31
When you create a position, the pay range value is displayed correctly, but after saving the position, the pay
range value will become blank.

This is an expected behavior, because the pay range field is a transient field.

To overcome this behavior, proceed as follows:

1. Go to Admin Center.
2. Type Manage Data in the tool search box and select the feature/tool from the list.
3. Choose Create New Object Configuration and make following entries:
Object Type: select Position from the dropdown list
In all other fields, leave the defaulted value No.
In Manage Data On Load Rules select rule SFCC Pay Range from the dropdown list.
4. Choose Save.

Within this SAP Best Practices solution, a custom UI has been added to the position object. You will need to add
the Onload Rule SFCC Pay Range to this custom UI in manage configuration UI for the pay range value to be
visible. Proceed as follows:

1. Go the Admin Center.

2. Type Manage Configuration UI in the tool search box and select the feature/tool from the list.
3. In the Search field, select SFCC_2305_PositionConfigUI from the dropdown list.
4. Mouse over the Id to open the toolbar and choose Edit Properties.
5. Scroll down to the onLoad Business Rules section and select SFCC Pay Range from the dropdown list.
6. Choose OK to return to the UI Design screen.
7. Choose Save.

As a result, the pay range value stays visible in the position.

For more details, you can refer to the SAP Knowledge Base Articles 2458839 and 2314757 .

 Note

A change on the pay range doesn't create a new record on the position. The pay range value is retrieved
dynamically based on the above rule, when editing the position.

7.9 Field Update for Succession Data Model

The activation content updates some fields in the base Succession Data Model.

In case you have configured person types in the Manage Business Configuration before running the activation,
the field updates will not be taken over to these person type UIs. Instead, you will need to update them
manually.

Position Management: Configuration Guide - Getting Started

32 PUBLIC Post-Processing
8 Role Based Permissions

8.1 Permission Roles

This section provides an overview of the roles delivered and assigned to appropriate groups/users as part of
this solution package.

Each upgrade provides separate roles. If a role with same name already exists in the instance, the permissions
delivered in this upgrade are merged into that role. If no role with same name exists in the instance, a new role
with appropriate permissions is created.

For more information regarding the Implementation design principles for role based permission, check https://
launchpad.support.sap.com/#/notes/2911393 .

Check the assignments and add if missing.

Exclude Granted
User from having
Building Block Permission Groups the permission ac-
Role Config. Guide Permission or Users Target Population cess to him/herself

SFCC Man- Delivered via Up- Position Manage- Grant role to: Man- Target population to Exclude granted
ager on Direct grade Center ment related per- agers, All Manager whom the granted users from having
Reports missions for man- users have permis- the permission ac-
agers to view/edit sion to access: cess to themselves:
information for di- Granted User's Di- Selected
rect reports only rect Reports

Target population for Exclude access to

Position: Granted User's Posi-
tion: Not Selected
Restrict target popu-
lation to: Include ac-
cess to Position in
the hierarchy below
the Granted User's
Position -> Higher-
Level Position = 1
level(s) down

Position Management: Configuration Guide - Getting Started

Role Based Permissions PUBLIC 33
 Exclude Granted
User from having
Building Block Permission Groups the permission ac-
Role Config. Guide Permission or Users Target Population cess to him/herself

SFCC Man- Delivered via Up- Defines managers’ Grant role to: Man- Target population to Exclude granted
ager on Team grade Center authorizations to agers, All Manager whom the granted users from having
create positions users have permis- the permission ac-
within their area sion to access: cess to themselves:
Granted User's Di- Selected
rect Reports

Include access to
the Reports of the
Granted User's Di-
rect Reports: All
level(s) down

Target population for Exclude access to

Position: Granted User's Posi-
tion: Not Selected
Restrict target popu-
lation to: Include ac-
cess to Position in
the hierarchy below
the Granted User's
Position -> Higher-
Level Position = All
level(s) down

SFCC HR Ad- Delivered via Up- Defines HR admin- Grant role to: Per- Everyone
ministrator grade Center istrator’s authori- mission Group SFCC
zations to create, HR Administrator
update, and deac- (Pos Mgmt)
tivate positions

SFCC HRBP Delivered via Up- Defines the HR Grant role to: HR Granted User's HR
grade Center Business Partner Managers, All HR Reports
authorization to Managers
view employees’
position data

SFCC Organi- Delivered via Up- Defines organiza- Grant role to: Per- Everyone
zation Design grade Center tion design ex- mission Group SFCC
Expert perts’ authoriza- Organization Design
tions to create Expert
positions and per-
form bulk changes
to these

Position Management: Configuration Guide - Getting Started

34 PUBLIC Role Based Permissions
 Exclude Granted
User from having
Building Block Permission Groups the permission ac-
Role Config. Guide Permission or Users Target Population cess to him/herself

SFCC Super Delivered via Up- All Position Man- Grant role to: Per- Everyone
Admin grade Center agement related mission Group SFCC
permissions Super Admin Group

SAP Best- Creation descri- All system permis-

Practices Up- bed in Configura- sions for imple-
grade Center tion Guide – Get- menting SAP Best
Admin ting Started Practices content
via Upgrade Cen-
ter

The Delta permissions delivered via Upgrade Center are listed in the appropriate workbook.

 Note

This assignment is only a dummy assignment to create the permission groups. The group criteria’s must
be reworked based on the requirement after the employees/users are available in the system.

 Caution

When adding later on manually a new permission to SFCC Manager on Direct Reports or SFCC Manager
on Team, the restriction in the target population for position might be canceled during saving. In order
to prevent this, while adding the new permission, unflag and then flag again a checkbox in the Target
population for Position and only then save. Thus, the restriction will be preserved.

8.2 Permission Groups

This section provides an overview of the groups created as part of the activation. As default, the user running
the activation is assigned.

 Caution

This is only a dummy assignment to create the permission groups. This assignment needs to be reworked
based on the description below and after the employees/users are available in the system.

1. Go to Admin Center.
2. Type Set User Permissions in the tool search box and select the feature/tool from the list.
3. In the Set User Permissions section, select Manage Permission Groups. The Manage Permission Groups
page opens.

Position Management: Configuration Guide - Getting Started

Role Based Permissions PUBLIC 35
4. To adapt the HR administrator group, choose the corresponding group SFCC HR Administrator (Pos Mgmt)
link. In the Choose Group Members section, choose the category Job Code for People Pool. Search for the
HRAdmin job code and assign it.
5. Choose Done.

Group Name Choose Group Members (People Pool) Comment

SFCC HR Administrator (Pos Mgmt) Job Code = HRAdmin

6. Proceed in a similar way for adapting the Organization Design Expert group. For this choose the
corresponding group SFCC Organization Design Expert link. In the Choose Group Members section, choose
the appropriate category for People Pool, assign it, and choose Done.

Position Management: Configuration Guide - Getting Started

36 PUBLIC Role Based Permissions
9 Ticket Component

In case any issue occurs, report an incident using component LOD-SF-SBP.

Position Management: Configuration Guide - Getting Started

Ticket Component PUBLIC 37
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38 PUBLIC Important Disclaimers and Legal Information
Position Management: Configuration Guide - Getting Started
Important Disclaimers and Legal Information PUBLIC 39
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