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Integration Add-on 3.0 for SAP HCM and SuccessFactors: Service Package 2

lukemarson
Active Contributor
‎03-17-2015 1:05 PM

The second service package for the third packaged integration for integrating SAP HCM and SuccessFactors – Integration Add-on for SAP ERP Human Capital Management and SuccessFactors Business Execution 3.0 Service Package 2.0 – was released on SAP Service Marketplace on February 2nd 2015. The packaged integration introduced onboarding process integration between SuccessFactors Onboarding and SAP ERP HCM, the second and final part of the variable pay integration between SuccessFactors Variable Pay and SAP ERP HCM (the first part was released in Add-on 3.0 SP1), and introduced SAP PI content for the qualifications integration between SuccessFactors HCM suite/SuccessFactors Learning and SAP ERP HCM that was released in Add-on 3.0 and was previously only available on SAP HANA Cloud Integration (HCI). A brief overview of all of the packages and the strategy for integration can be found in my blog SAP HCM and SuccessFactors Integration Packages: a brief overview.

The Package

The packaged integration enables:

  • New Hire data to be transferred from SuccessFactors Onboarding to SAP ERP HCM and for a Hiring Action to be launched (in a similar way to the Recruiting packaged integration)
  • The full Variable Pay process to be completed (employee history and changes to employee history to be transferred from SAP ERP HCM to SuccessFactors Variable Pay and variable pay process results transferred back to SAP ERP HCM so they can be processed in Payroll)
  • Qualification process integration to be performed using SAP PI as the middleware

The figures below demonstrate the Onboarding and Variable Pay process and data flows for this scenario. Refer to the blog on Add-on 3.0 for the qualification integration process and data flows.

I will now cover the package contents, configuration, and use of each process separately. First off, I’ll look at Onboarding. Onboarding is fairly similar in its setup and operation to the Recruiting process integration introduced in add-on 2.0.

SuccessFactors Onboarding integration

The add-on includes a number of new features and functionality for Onboarding:

  • Report RH_SFI_IMPORT_ONBOARDING_DDIC and transaction HRSFI_SYNCH_ONB_META to import a data dictionary XML from SuccessFactors Onboarding
  • Report RH_SFI_IMPORT_ONBOARDING_DATA and transaction HRSFI_ONB_DATA_IMP to extract new hire data from SuccessFactors Onboarding
  • Report RH_SFI_ONBOARDING_PROCESS and transaction HRSFI_ONB_HIRE to process new hire data and launch a Hiring action
  • BAdI implementation for deletion of personnel numbers from the Variable Pay Log Tables (implementation of HRSFI_DEL_ONB_STGING of BAdI HRPAYXX_DELETE_PERNR) for use with report RPUDELPP
  • Middleware content for SAP PI
  • Authorization role SAP_HR_SFI_ONBOARDING
  • New IMG entries under the Integration Scenario for Onboarding Data node in the Integration Add-On for SAP ERP HCM and SuccessFactors BizX node

The screenshot below shows the selection screen for transaction HRSFI_ONB_DATA_IMP (report RH_SFI_IMPORT_ONBOARDING_DATA).



The screenshot below shows the selection screen for transaction HRSFI_ONB_HIRE (report RH_SFI_ONBOARDING_PROCESS).



Configuration in SAP is performed within the IMG under Personnel Management > Integration Add-On for SAP ERP HCM and SuccessFactors BizX > Integration Scenario For Onboarding Data. The nodes can be seen in the screenshot below.

Prior to the first step, a data dictionary must be created in SuccessFactors Onboarding and exported as an XML file. This XML file is then uploaded in the first step.

The following customizing activities need to be performed:

  1. Import metadata from SuccessFactors Onboarding in customizing activity Import Metadata from SuccessFactors Onboarding
  2. Maintain the SuccessFactors system details (Company ID, username, and password) in customizing activity Store Credentials for Transferring Onboarding to Secure Storage
  3. Map the Onboarding template ID to a fieldset in customizing activity Assign SuccessFactors HCM Suite Objects to Field Sets *
  4. Map SAP ERP HCM fields to SuccessFactors Onboarding fields in customizing activity Map SuccessFactors HCM Suite Fields and SAP ERP HCM Fields *
  5. Configure BAdI for mapping SuccessFactors Onboarding fields to SAP ERP in customizing activity BAdI: Mapping of SuccessFactors Fields to SAP ERP Infotype Fields
  6. Configure BAdI for field mapping derivation in customizing activity BAdI: Change of Mapping Result
  7. Configure BAdI to determine additional data to be retrieved from SuccessFactors Onboarding in customizing activity BAdI: Determination of Further Data for Onboarding from SuccessFactors
  8. Configure BAdI to determine personnel number and SuccessFactors User ID in customizing activity BAdI: Determination of SAP ERP Personnel Number and SuccessFactors User ID

*Note that this activity is not transportable

Once this configuration has been completed then the add-on is ready to use. To use the add-on:

  1. Run and/or schedule report RH_SFI_IMPORT_ONBOARDING_DATA (also accessible via transaction HRSFI_ONB_DATA_IMP) to import new hire data (this data is stored in Log Table HRSFI_D_ONB_IMP)
  2. Once the onboarding data has been imported from SuccessFactors Onboarding then run transaction HRSFI_ONB_HIRE (report RH_SFI_ONBOARDING_PROCESS) to view imported employees and launch a Hiring Action for employees

Employees need not to be sent over to SuccessFactors as this is handled by the standard employee data packaged integration. Report RPUDELPP can be run to delete employee data from the Onboarding Log Tables.

SuccessFactors Variable Pay integration

The add-on includes a number of new features and functionality for Variable Pay:

  • Report RH_SFI_IMPORT_VARPY_DATA and transaction HRSFI_VP_IMP_DATA to import variable pay process data for employees from SuccessFactors Variable Pay
  • Report RH_SFI_ACTIVATE_VARPY_DATA and transaction HRSFI_VP_ACT_DATA to activate imported variable pay process data for employees
  • BAdI implementation for activation of Variable Pay data (HRSFI_B_VARPY_DATA_ACTIVATION)
  • BAdI implementation for customizing field mapping derivation (HRSFI_B_VARPY_ACTIVATION_CUST)
  • BAdI implementation for deletion of personnel numbers from the Variable Pay Log Tables (implementation of HRSFI_DEL_VARPAY_LOG of BAdI HRPAYXX_DELETE_PERNR) for use with report RPUDELPP
  • Middleware content for SAP PI
  • Additional authorizations for authorization role SAP_HR_SFI_VARIABLE_PAY
  • Web Dynpro application HRSFI_MONITORING_VARPAY
  • New IMG entries under the Integration Scenario for Variable Pay Data node in the Integration Add-On for SAP ERP HCM and SuccessFactors BizX node

The screenshot below shows the selection screen for transaction HRSFI_VP_IMP_DATA (report RH_SFI_IMPORT_VARPY_DATA).

The screenshot below shows the selection screen for transaction HRSFI_VP_ACT_DATA (report RH_SFI_ACTIVATE_VARPY_DATA).

Configuration in SAP is performed within the IMG under Personnel Management > Integration Add-On for SAP ERP HCM and SuccessFactors BizX > Integration Scenario For Variable Pay Data. The nodes can be seen in the screenshot below.

The following customizing activities need to be performed:

  1. Configure details of the variable pay program and ad-hoc report template ID in customizing activity Maintain Variable Pay Program Information
  2. Import metadata from SuccessFactors Variable Pay in customizing activity Import Metadata from SuccessFactors HCM Suite
  3. Map the Variable Pay template ID to a fieldset in customizing activity Assign SuccessFactors HCM Suite Objects to Field Sets – this can be done multiple times if there are more than one Variable Pay template ID and is done against an activation type *
  4. Map SAP ERP HCM fields to SuccessFactors Variable Pay fields in customizing activity Map SuccessFactors HCM Suite Fields and SAP ERP HCM Fields *
  5. Configure BAdI for activating Variable Pay data in customizing activity BAdI: Activation of Variable Pay Data Imported from SuccessFactors
  6. Configure BAdI for field mapping derivation in customizing activity BAdI: Customizing Field Mapping
  7. Map SuccessFactors Variable Pay fields to SAP ERP HCM fields (for import) in customizing activity Map Fields for Importing Variable Pay Data

*Note that this activity is not transportable

Once this configuration has been completed then the add-on is ready to use. To use the add-on:

  1. Run or schedule report RH_SFI_SYNCH_VAR_PAY_DATA (also accessible via transaction HRSFI_VARPAY_DATA) to export employee history data (this data is stored in Log Table HRSFI_D_VARPY_EX)
  2. Once the variable pay process has been completed in SuccessFactors Variable Pay then transaction HRSFI_VP_IMP_DATA (report RH_SFI_IMPORT_VARPY_DATA) should be run to import the variable pay process data from SuccessFactors Variable Pay (this data is stored in Log Table HRSFI_D_VARPY_IM)
  3. After import, run transaction HRSFI_VP_ACT_DATA (report RH_SFI_ACTIVATE_VARPY_DATA) to activate variable pay data into the payroll infotypes (infotype 0015)

Transaction HRSFI_VP_CLN_IMP (report RH_SFI_CLEANUP_VAR_IMP) or RPUDELPP can be run to delete employee data from the Variable Pay Log Tables.

Prerequisites and Notes

There are several prerequisites and notes regarding the operation of the integration:

  • SAP PI version 7.11 SP12 or above is required for variable pay
  • SAP PI version 7.31 SP14 or above is required for qualifications and onboarding integration
  • SAP PI connectivity add-on 1.0 SP01 or above is also required
  • SFIHCM01 SP9 and SFIHCM02 SP4 are required
  • SAP Gateway 2.0 SP07 is optional

Further Information

Further information can be found in the Administration Guide and in the Application help provided at http://help.sap.com/erp_sfi_addon30/. Partners can access Rapid Knowledge Transfer (RKT) documents via the SAP Jam group SAP SuccessFactors Integration for Partners.

Summary

The latest support package adds the first half of process integration to the packaged integrations for SAP ERP HCM customers who want to perform onboarding activities in SuccessFactors. Although it is only one half, it does provide the majority of the functionality required. This packaged also completes the variable pay process and also allows customers to finally leverage SAP PI for qualifications integration.

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