Skip to Content
Product Information

A Complete Guide to SuccessFactors LMS New Admin UI Navigation Changes

Hi there! I hope everyone is doing well!

SuccessFactors has rolled out its new and enhanced LMS admin interface (UI) replacing their existing LMS admin interface in the first 2020 release. I couldn’t stop myself, started working on the new interface, while working on the new UI, I have observed a lot of  navigation changes when compared to legacy. To make my life easier, I decided to document all the changes – a complete guide of navigation changes, then, while documenting, I thought If I can come up with a blog kind off, could help everyone out there who started working on the new admin interface.

Aforestated, this blog post will cover entire navigation changes, you can simply call it as a complete guide. I haven’t included the ones which are stand still compared to old UI (but included those which have new terminology)

Lets start with learning menu navigation changes:

  • Learning Navigation Changes:
Current Menu Menu Location Change
Learning> Tools> Required dates editor Manage User Learning > Edit Required Dates
Learning> Classes Learning Activities > Classes
Learning> Questionnaire surveys Content > Surveys
Learning> Content network Content > Open Content Network
Learning> Tasks Content > Tasks
Learning> Tools> Activate/Deactivate content network Content > Activate/Deactivate OCN Courses
Learning> Instructors People > Instructors
Learning> Tools> Close scheduled offering (Classes) Access point removed
Learning> Tools> Cancel scheduled offering (Classes) Access point removed
Learning> Tools> Curriculum scheduling Access point removed
Learning> Tools> Registration assistant

Access point removed

 

(An administrator can register a learner into a class from the class entity)

Learning> Tools> Scheduled Offering Notification Access point removed

The current tools menu that was existing under the main menus Users, Learning, Content, and System Administrator have been organized under appropriate primary menus to provide an organized menu structure.

  • User (People) Menu Navigation Changes:
Current Menu Menu Location Change Terminology Change New Terminology
Users No Change Yes People
Users> Assignment profile Relocated within Manage User Learning No Change
Users> Job codes Relocated within References > People Management No Change
Users> Regions Relocated within References > Geography No Change
Users> Tools> Record learning – financial Relocated within Manage User Learning Yes Manage User Learning> Add Learning History with Finance
Users> Tools> Record learning – multiple Relocated within Manage User Learning Yes Manage User Learning> Add Learning History for Multiple Courses
Users> Tools> Learning event editor Relocated within Manage User Learning Yes Manage User Learning> Edit Learning History
Users> Tools> Merge users Relocated within People No Change People> Merge Users
Users> Tools> Send notifications Relocated within Manage User Learning Yes Manage User Learning> Send Email Notifications
Users> Tools> Supervisor assistant Relocated within People Yes People > Change Assigned Manager
Users> Tools> User needs management Relocated within Manage User Learning Yes Manage User Learning> Manage Assignments
Users> Tools> External requests Relocated within Manage User Learning Yes Manage User Learning> Create External Learning Requests
Users> Account requests No Change Yes People> User Account Request
Users> Tools> Recommend external links Relocated within Manage User Learning No Change
Users> Tools> Assign task observers Relocated within Manage User Learning No Change

Data like Positions, will have to be migrated from Human Experience Management Platform. Customer using Organization groups can create a custom field to manage grouping. Job Families tab is also now deprecated, customers have been recommended to use platform job profile builder functionality.

  • Content Menu Navigation Changes:
Current Menu Menu Location Change Terminology Change New Terminology
Content> Questions No Change Yes Content> Questions (Legacy)
Content> Exam Objects No Change Yes Content> Exam Objects (Legacy)
Content> Tools> Import content Relocated within Content No Change
Content> Tools> Question import/export Relocated within Content No Change
Content> Tools> Printed Exam Templates Relocated within Content Yes Content> Printed Exam Templates (Legacy)
Content> Documents No Change Yes Content> Document Links
Content> Deployment locations Relocated within System Administration>Configuration Yes System Administration> Configuration> Content Deployment Locations
  • Commerce Menu Navigation Changes:
Current Menu Menu Location Change Terminology Change New Terminology
Commerce No Change Yes Finance
Commerce> Account codes Relocated within References> Finance No Change
Commerce> Unused order tickets No Change Yes Finance> Unused Vouchers
Commerce> Subscriptions No Change Yes Finance> Free of Charge Subscriptions
Commerce> Purchase orders No Change Yes Finance> Prepaid Accounts
Commerce> Tools> Catalog price change Access point removed Yes Within the Course or Class Entity> Libraries
Commerce> Tools> Master inventory price change Access point removed Yes Within the Course or Class Entity> Libraries

Tools like Purchase Assistant & Chargeback Adjustment have been deprecated. An administrator can now purchase on behalf of a learner using proxy mode and administrator can adjust a charge directly via Scheduled Offering> Advanced.

System Admin Menu Navigation Changes:

  • Application Administration:
Current Menu Menu Location Change Terminology Change New Terminology
System admin> Application admin No Change Yes System Administration> Application Administration
System admin> Application admin> Admin management Relocated within System Administration> Security Yes System Administration> Security> Administrators
System admin> Application admin> Auto generated IDs Relocated within System Administration>Configuration No Change
  • Security
Current Menu Menu Location Change Terminology Change New Terminology
System admin> Security> Domains No Change Yes System Administration> Security> Security Domains
System admin> Security> Domain restrictions No Change Yes System Administration> Security> Authorized Security Domains
  • Automatic Processes:
Current Menu Menu Location Change Terminology Change New Terminology
System admin> Automatic processes> Assignment profile synchronization No Change Yes System Administration> Automatic processes> Assignment Profile Execute Updates
System admin> Automatic processes> Attachment quota watch notification No Change Yes System Administration > Automatic Processes> Exceeded Attachment Space Email Notification
System admin> Automatic processes> Catalog price update No Change yes System Administration > Automatic Processes> Change Library Price Email Notification
System admin> Automatic processes> Clean up approval process No Change Yes System Administration > Automatic Processes> Restart or Stop Approval Process
System admin> Automatic processes> Clean up background jobs No Change Yes System Administration > Automatic Processes> Purge Past Background Job Results
System admin> Automatic processes> Clean up background reports No Change Yes System Administration > Automatic Processes> Purge Past Background Reports
System admin> Automatic processes> Clean up overdue item evaluation No Change Yes System Administration > Automatic Processes> Purge Overdue Optional Course Evaluations
System admin> Automatic processes> Coupon expiration notification No Change Yes System Administration > Automatic Processes> Coupon Expiration Email Notification
System admin> Automatic processes> Curriculum/Program clean-up No Change Yes System Administration > Automatic Processes> Curriculum/Program Maintenance
System admin> Automatic processes> Evaluation synchronization No Change Yes System Administration > Automatic Processes> Course Evaluation and Follow-Up Surveys Email Notification
System admin> Automatic processes> External verification reminder No Change Yes System Administration > Automatic Processes> External Learning Verification Approval Reminder
System admin> Automatic processes> Jam groups notification No Change Yes System Administration > Automatic Processes> Send Jam Groups Invitation
System admin> Automatic processes> Item request clean-up No Change Yes System Administration > Automatic Processes> Purge Class Requests
System admin> Automatic processes> Item scheduling demand No Change Yes System Administration > Automatic Processes> Class Request Demand Met Email Notification
System admin> Automatic processes> Learning expiration No Change Yes System Administration > Automatic Processes> Learning Expiration Email Notification
System admin> Automatic processes> Learning plan notification No Change Yes System Administration > Automatic Processes> Learning Plan Email Notification
System admin> Automatic processes> Purchase order low balance notification No Change Yes System Administration > Automatic Processes> Prepaid Account Low Balance Email Notification
System admin> Automatic processes> Purge expired catalog contents No Change Yes System Administration > Automatic Processes> Purge Expired Library Items
System admin> Automatic processes> Reset online item No Change Yes System Administration > Automatic Processes> Reset Online Course Progress
System admin> Automatic processes> VLS attendance processing No Change Yes System Administration > Automatic Processes> Process VLS Attendance
System admin> Automatic processes> Waitlist to request list No Change Yes System Administration > Automatic Processes> Move Users from Waitlist to Request List
System admin> Automatic processes> Scheduled offering delivery No Change Yes System Administration > Automatic Processes> Upcoming Class Reminder Email Notification
System admin> Automatic processes> Subscription expiration notification No Change Yes System Administration > Automatic Processes> Free-of-Charge Subscription Expiration Email Notification
System admin> Automatic processes> User requested scheduled offering notification No Change Yes System Administration > Automatic Processes> Requested Class Availability Email Notification
System admin> Automatic processes> Program enrollment/withdrawal No Change Yes System Administration > Automatic Processes> Program VLS Enrollment/Withdrawal
System admin> Automatic processes> Set Account Request Approval Process No Change Yes System Administration > Automatic processes> Set User Account Request Approval Process
System admin> Automatic processes> User-created account reminder No Change Yes System Administration > Automatic processes> User-Created Account Approval Reminder
System admin> Automatic processes> Employee enrollment digest No Change Yes System Administration > Automatic processes> Manager Email Notifications for Enrollment Digest
  • Connectors:
Current Menu Menu Location Change Terminology Change New Terminology
System admin> Connectors> Admin connector No Change Yes System Admin> Connectors > Administrator Connector
System admin> Connectors> Domain connector No Change Yes System Admin> Connectors > Security Domain Connector
System admin> Connectors> Scheduled offering connector No Change Yes System Admin> Connectors > Class Connector
  • Configuration:
Current Menu Menu Location Change Terminology Change New Terminology
System admin> Configuration> Certificate templates No Change Yes System Administration > Configuration> Certificate of Completion Templates
System admin> Configuration> Connector settings Relocated within System Administration> Connectors No Change
System admin> Configuration> Easy links Relocated within System Administration > Application Administration No Change
System admin> Configuration> External request No Change Yes System Administration > Configuration> External Learning Request
System admin> Configuration> Global variables No Change Yes System Administration > Configuration> Global Application Settings
System admin> Configuration> Landing page settings Relocated within System Administration > Application Administration No Change
System admin> Configuration> Images Relocated within System Administration > Application Administration No Change
System admin> Configuration> Notification syntax Relocated within System Administration >Manage Email Notifications Yes System Administration > Manage Email Notifications >Email Notification Tags
System admin> Configuration> Notification templates Relocated within System Administration >Manage Email Notifications Yes System Administration > Manage Email Notifications >Email Notification Templates
System admin> Configuration> Record configuration No Change Yes System Administration > Configuration> Entity configuration
System admin> Configuration> Registration settings Relocated within System Administration > Application Administration No Change
System admin> Configuration> User password Relocated within System Administration > Security Yes System Administration > Security > User Password Settings
System admin> Configuration> User settings Relocated within System Administration > Application Administration No Change
System admin> Configuration> Consent statements Relocated within System Administration > Application Administration No Change
System admin> Configuration> User-created account Relocated within System Administration > Application Administration No Change

Quick Links, currently on the learning application homepage will not be available in the new administrator interface. Hence, quick links configuration has been removed. Field and tab order will be set based on best practices which will apply to all administrator users.

  • Custom Columns (Custom Fields):
Current Menu Menu Location Change Terminology Change New Terminology
System admin> Custom columns No Change Yes System Administration > Custom Fields
System admin> Custom columns> Class No Change Yes System Administration > Custom Fields > Cohort
System admin> Custom columns> Scheduled offering No Change Yes System Administration > Custom Fields > Class
  • Tools (System Management Tools):
Current Menu Menu Location Change Terminology Change New Terminology
System admin> Tools No Change Yes System Administration > System Management Tools
System admin> Tools> Admin password Relocated within System Administration > Security Yes System Administration > Security > Expire All Administrator Passwords
System admin> Tools> Direct link No Change Yes System Administration > System Management Tools> Generate Direct Link
System admin> Tools> Label import/export Relocated within References > Manage Labels No Change
System admin> Tools> AICC import No Change Yes System Administration > System Management Tools> AICC Import (Legacy)
System admin> Tools> Legacy SCORM import No Change Yes System Administration > System Management Tools> SCORM Import (Legacy)
System admin> Tools> Download connector template Relocated within System Administration > Connectors No Change
System admin> Tools> Manage unsent emails Relocated within System Administration >Manage Email Notifications No Change

Hope, this new admin UI navigation guide helps you in better understanding. Also please go thru the below links which are really helpful. I always recommend all the consultants to join the partner community which has all the latest stuff posted either by consultants or SuccessFactors.

Please stay safe and stay home!

Important Links:

15 Comments
You must be Logged on to comment or reply to a post.