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PUBLIC

Document Version: 1H 2020 – 2020-06-26

Managing User Information


© 2020 SAP SE or an SAP affiliate company. All rights reserved.

THE BEST RUN


Content

1 What's New In Managing User Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2 User Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13


2.1 Different IDs in SAP SuccessFactors HXM Suite. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.2 Assignment ID. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Differentiating Between Person ID, UUID, User ID, and Assignment ID. . . . . . . . . . . . . . . . . . . . . . . . 18
Assignment ID in User Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Important Notes About Assignment ID. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

3 Getting Started with User Information Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

4 Prerequisites for Managing User Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

5 Succession Data Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32


5.1 Restoring a Data Model Version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

6 Choosing a Tool for User Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

7 Managing Login Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34


7.1 Differentiating Between Person, User, and Login Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
7.2 Viewing Login Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
7.3 Changing Login Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
7.4 Sending Login Account Related E-mails. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

8 Managing Basic User Data by Using the UI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40


8.1 Enabling System E-mail Notification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Configuring e-mail Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Notification Triggers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
E-mail Body for Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Understanding Consolidated e-mail Notifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
8.2 Adding Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Enabling and Customizing Welcome Email Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
8.3 Sending Welcome E-mails Manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
8.4 Updating Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
8.5 Resetting Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
8.6 Configuring Password and Login Policy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
8.7 Important Notes on Default Password Option. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
8.8 Resetting Passwords. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Allowing Users to Reset Their Own Passwords. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Managing User Information


2 PUBLIC Content
Resetting User Passwords. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
8.9 Hide Username in the UI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

9 Managing Basic User Data by Using a Data File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63


9.1 Preparing a User Data File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Downloading a User Data Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Exporting User Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
General Tips for the User Data File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Field Requirements for the User Data File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Supported Characters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Supported Time Zone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
9.2 Permissions for Importing Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
9.3 Importing User Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Importing Matrix and Custom Managers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Common Errors and Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

10 Managing Extended User Information by Using Data Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99


10.1 Extended User Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Personal Information in the Extended User Information Import. . . . . . . . . . . . . . . . . . . . . . . . . . . .100
Trend Information in the Extended User Information Import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Background Information in the Extended User Information Import. . . . . . . . . . . . . . . . . . . . . . . . . 102
10.2 Adding or Updating Extended User Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Creating an Import File for Extended User Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104
Editing Extended User Information in the Import File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Importing Extended User Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
10.3 Importing Attachments to Employee Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Attachments to Extended User Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112
Preparing Attachments for Bulk Import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113
Exporting Attachments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
10.4 Importing Photos to Employee Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
File Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Requesting a Job for Photo Upload. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

11 Managing Users by Using OData APIs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

12 Using the Check Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122


12.1 Benefits of the Check Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
12.2 Check Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
12.3 Creating Support Tickets from the Check Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
12.4 Using the Quick Fix Feature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

13 Removing Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126


13.1 Setting User Status to Inactive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Managing User Information


Content PUBLIC 3
13.2 Purging User Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

14 User Login Data Purge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128


14.1 Exporting Login Data with Ad Hoc Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

15 About Technical User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

16 Synchronizing User Account from SAP SuccessFactors to SAP Identity Provisioning Service in
Real Time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Managing User Information


4 PUBLIC Content
1 What's New In Managing User Information

A summary of recent changes to this guide.

1H 2020

What's New Description More Info

Added information on maximum and It sets the maximum and minimum time Configuring Password and Login Policy
[page 52]
minimum password age (in days) frame of password change.

Added information on the Employee If the Enable Control on Employee Import Permissions for Importing Users [page
in Role-Based Permissions option is not 93]
Import permission
enabled, then the permission is granted
using the Manage Employee Import tool.
If the option is enabled, then the
Employee Import permission is granted
from Manage Permission Roles.

Added information on users_sys_id The supported characters for Different IDs in SAP SuccessFactors HXM
users_sys_id are: A-Z, a-z, 0-9, -, _, ., and Suite [page 14]
@.

Added a topic on Hide Username in the UI You can enable theHide Username in the Hide Username in the UI [page 61]
UI feature from Admin Center
Platform Feature Settings to hide user­
name on the Global Header and the em­
ployee quickcard as well as the search
user interfaces that have adopted People
Search.

Added information about technical user Technical User is now used in the integra­ About Technical User [page 130]
tion between SAP SuccessFactors and
Best Practice.

Added information on the Process You can use Process inactive Employees Importing User Data [page 94]
inactive Employees option in Employee to update inactive users to the system.
Import

Updated information on the areas im­ The Employee Central OData API entity Important Notes About Assignment ID
pacted by Assignment ID EmpEmployment now include Assign­ [page 25]
ment ID in the response whether or not
the field is configured in Succession Data
Model.

Updated information on the areas im­ Recruiting Management provides Assign­ Important Notes About Assignment ID
pacted by Assignment ID ment ID support for Data migration tem­ [page 25]
plates, ODATA APIs, and Candidate Pro­
file User Interface.

Managing User Information


What's New In Managing User Information PUBLIC 5
What's New Description More Info

Updated information about assignment Assignment ID is an identifier assigned to Assignment ID [page 16]
ID definition the work relationship between a person
and the company. The relationship could
be an employment relationship, contin­
gent relationship, pensioner relationship,
intern, global assignment, or others.

Added a topic on how to Synchronizing You can synchronize user account Synchronizing User Account from SAP
User Account from SAP SuccessFactors changes, for example, changes in the SuccessFactors to SAP Identity Provi­
to SAP Identity Provisioning Service in login name, status, and email fields, from sioning Service in Real Time [page 131]
Real Time SAP SuccessFactors to SAP Identity Pro­
visioning Service (IPS) in real time.

Q4 2019

What's New Description More Info

Added topics on how to manage login ac­ A login account is used for authenticating Managing Login Accounts [page 34]
counts users when they log into a system, and
Differentiating Between Person, User,
includes information such as login name,
login method, and locale. You can man­ and Login Account [page 35]
age login accounts using the Manage
Viewing Login Accounts [page 36]
Login Accounts tool.
Changing Login Accounts [page 37]

Sending Login Account Related E-mails


[page 38]

Added information on Include form data The trend information export file, by de­ Exporting Extended User Information
– Only applicable to Export Extended fault, only includes those ratings that Data [page 105]
Data with User Attributes have been entered manually in People
Profile or the ones that are imported, and
does not include ratings that come from
forms. If you want to include rating data
coming from forms in the export file, se­
lect Include form data – Only applicable
to Export Extended Data with User
Attributes and then click the Export
Extended Data with User Attributes but­
ton.

Added a topic to describe the IDs used Read the table in the topic to find out dif­ Different IDs in SAP SuccessFactors HXM
across SAP SucceessFactors HXM Suite. ferent identifiers in SAP SucceessFactors Suite [page 14]
HXM Suite.

Added a topic about background infor­ To export attachments for background Exporting Attachments [page 115]
mation attachment export. information, schedule a Live Profile Ex­
port job using Manage Scheduled Jobs in
Provisioning.

Managing User Information


6 PUBLIC What's New In Managing User Information
What's New Description More Info

Added information on resetting user When users log into the system after ad­ Resetting User Passwords [page 59]
passwords mins reset passwords, a Password
Change window pops up, requiring users
to update their passwords themselves.
Please note that in Employee Central-en­
abled instances, the password that gets
updated is the password of the login ac­
count, and might not be the password of
the main user on the homepage.

If "security questions" have been enabled


in the instance, then users will be
prompted to choose security questions
before they enter the new password.

Added a topic on how to restore a data You can restore a data model version Succession Data Model [page 32]
model version from Provisioning.
Restoring a Data Model Version [page
32]

Added a topic on technical user A technical user is a special user created About Technical User [page 130]
for integrating SAP SuccessFactors with
other SAP products and solutions.

Removed a note about date formats in The note "For Employee Import, all date Field Requirements for the User Data File
Employee Import fields in the import file must follow the [page 69]
mm/dd/yyyy format." is now removed,
because starting with Q4 2019, multiple
date formats are supported in the Hire
Date and Exit Date fields for Employee
Import, Basic User Import, and Employee
Export.

Added information about Specify The default locale and date format are Importing User Data [page 94]
Character Encodings, Locale, and Date "English(United States)" and "MM/dd/
Format in Employee Import yyyy". Other available locales in your sys­
tem depend on the configuration of Lan­
guage Packs in Provisioning, and the date
format will match the locale you select.
Please note that we only support multiple
date formats in the Hire Date and Exit
Date fields.

Updated the information about the im­ The Employee Central Integration with Important Notes About Assignment ID
pacted areas of assignment ID ERP and Employee Central Payroll areas [page 25]
are impacted by assignment ID.

Added a note about the Welcome If you are adding new users via Manage Notification Triggers [page 43]
Message Notification with Reset Password User, Employee Import, or OData API in
Support notification EC-off instances, make sure that the
Welcome Message Notification with Reset
Password Support notification is enabled.
Otherwise, these newly added users
might not receive welcome e-mails.

Managing User Information


What's New In Managing User Information PUBLIC 7
What's New Description More Info

Added a note about e-mail size We don't have character limitation for e- Configuring e-mail Notifications [page
mail, but if your e-mail size (including e- 42]
mail header and body) exceeds 20 MB,
the e-mail cannot be delivered.

Q3 2019

What's New Description More Info

Added a section to introduce assignment Assignment ID is an identifier assigned to Assignment ID [page 16]
ID a person to define the relationship be­
Differentiating Between Person ID, UUID,
tween the person and a company. It can
be used to identify users. User ID, and Assignment ID [page 18]

Assignment ID in User Management


[page 20]

Important Notes About Assignment ID


[page 25]

Added a note on the field name of back­ If there are duplicate field names for Background Information in the Extended
ground elements in data model background elements in the data model, User Information Import [page 102]
the import job will fail.

Added a list of supported locales in the These locales are supported in the user Date Formats for Different Locales [page
import file of extended user information extended information import process in 108]
the system.

Updated topics about how to use assign­ There is an Assignment ID column added Managing Basic User Data by Using a
ment ID for employee import and ex­ in the user data file. Note that assign­
Data File [page 63]
tended user information import ment ID and user ID should be the same
for new users. Managing Extended User Information by
Using Data Files [page 99]

Updated information on the "Import by Select Import by overwriting existing data Importing Extended User Information
overwriting existing data (Recommended (Recommended for optimized [page 109]
for optimized performance)" import op­ performance) to overwrite the existing
tion employee data with the import data. This
is the recommended option to improve
task efficiency. Before, it was named as
"Import by overwriting existing data but
skipping unchanged data (Recom­
mended)".

Added information on the import job of Import jobs on the same background in­ Background Information in the Extended
background information formation cannot be run concurrently to User Information Import [page 102]
avoid data conflicts. The current job will
wait in the queue and not start until the
previous job completes.

Managing User Information


8 PUBLIC What's New In Managing User Information
What's New Description More Info

Added a note on the improved perform­ Starting in Q3 2019, we have universally Managing Basic User Data by Using a
ance of Employee Import and Basic User enabled the delta mode in Employee Im­ Data File [page 63]
Import port and Basic User Import. Only the new
and changed fields will be imported. The
delta mode helps reduce import time and
improve import performance. Before,
when you updated user information us­
ing Employee Import or Basic User Im­
port, all records were updated.

Added a note on security scan for basic In Employee Central-enabled instances, Personal Information in the Extended
and extended user import you can now prevent the import of unse­ User Information Import [page 100]
cured content. This applies to basic and
extended user import. When the "Secur­
ity Scan of User Inputs" option is ena­
bled, and fields containing unsecured
scripts, such as cross-site scripting, are
detected, the import ignores the fields.
The fields skipped are reported in the im­
port status e-mail.

Added topics on user login data purge Login records will automatically be User Login Data Purge [page 128]
purged after one year. Additionally, a limit
Exporting Login Data with Ad Hoc Report
of 100 thousand login audit records for a
user and a limit of 50 million login audit [page 128]
records for all users in a company have
also been defined. When one of the two
limits is reached, older audit records are
purged even though they were created
less than a year ago.

Added information about CSV Injection If you want to enable the CSV Injection Exporting User Data [page 66]
Protection
Protection for instances created prior to
Q2 2019, contact SAP Cloud Support.

Added a note about the ^AssignmentId When you import background or trend in­ Creating an Import File for Extended User
column header for background or trend formation, and your import file includes Information [page 104]
information import an "assignment ID" column, then the col­
umn header should be specified like ^As­
signmentId. The header name is case-in­
sensitive, and other characters such as
quotation marks or whitespace aren't
supported here. For example,^"Assign­
mentId" as the column header will cause
an error during the import process.

Managing User Information


What's New In Managing User Information PUBLIC 9
Q2 2019

What's New Description More Info

Manage User showing option labels in On the Manage User screen, picklist op­ Managing Basic User Data by Using the
picklists tions now display option labels along with UI [page 40]
option IDs. This makes it easier for you to
understand and choose the options.

Added information on Excel Injection Pro­ As of Q2 2019, the CSV Injection Protec­ Exporting User Data [page 66]
tection tion is enabled for all NEW instances by
default. If the User Data file (.csv) con­
tains insecure content, the content is
added as an apostrophe in the fields and
will not trigger a command. Old instances
are not impacted by this change, but if
you are still using the insecure content in
the file for some purpose, you should
stop using it and find other ways. We do
not recommend you add insecure con­
tent into the Use Data file.

Q1 2019

What's New Description More Info

Added information about header valida­ The headers of the import file for ex­ Editing Extended User Information in the
Import File [page 107]
tion tended user information must be ele­
ment names that are configured in the
data model.

Improved the content structure of the Removed unclickable topicheads, and Managing Extended User Information by
whole chapter created topic links instead. Using Data Files [page 99]

Added information about a new import When you import background informa­ Importing Extended User Information
option tion, a new import option of Import by [page 109]
overwriting existing data but skipping
unchanged data (Recommended) is avail­
able.

Added information about the new pop-up If you choose to overwrite existing data Importing Extended User Information
window when importing extended user informa­ [page 109]
tion, a pop-up window is displayed, ask­
ing for confirmation.

Added topics about configuring e-mail You can configure e-mail notification set­ Configuring e-mail Notifications [page
notification and consolidated notifica- tings in the E-Mail Notification Template
42]
tions Settings tool in Admin Center. You can
also consolidate notifications by setting Understanding Consolidated e-mail Noti­
the time interval. fications [page 46]

Managing User Information


10 PUBLIC What's New In Managing User Information
What's New Description More Info

Updated the topic with max file size limi­ Two places in Provisioning and the data Attachments to Extended User Informa­
tations model control the max file size allowed tion [page 112]
for attachments. Follow the smaller one
when you import attachments.

Updated the topic with a note for the The permission for importing extended Importing Extended User Information
role-based permission user information needs to follow target [page 109]
population settings.

Updated the topic with a note for not run­ Do not run multiple import jobs at the Importing Extended User Information
ning multiple jobs at the same time same time, especially when you overwrite [page 109]
existing data. Or, it might lead to data dis­
crepancy.

Added more topics in the E-mail Notifica- Refer to the table in the Notification Trig­ Notification Triggers [page 43]
tion section gers topic for what event triggers what e-
mail notification in SAP SuccessFactors. E-mail Body for Notifications [page 44]
Refer to the tables in the E-mail Body for
Notifications topic for the variable codes
and predefined e-mail bodies that you
can use to customize your notification
template.

Enhanced the topics with login-related in­ If the Manager field is left empty for an Adding Users [page 46]
formation employee, the employee is not able to log
in to the system. So please either assign Field Requirements for the User Data File
an active manager for the employee, or [page 69]
enter "NO_MANAGER" for this field in the
import file. If you are using UI to manage
users, select "No Manager" for this field.

Added a topic on the supported date for­ In Import Extended User Information, you Date Formats for Different Locales [page
mats can select the locale information accord­ 108]
ing to the language you are using in the
import file. To meet the habits of users
using different languages, the date for­
mat is also different. Refer to the table in
this topic for the supported date formats.

Q4 2018

What's New Description More Info

Whole guide The whole guide is augmented with more


chapters on managing not only extended
user information, but also basic user in­
formation via both UI and files. Informa­
tion on using the Check Tool and OData
API, and removing users is also added to
the guide.

Managing User Information


What's New In Managing User Information PUBLIC 11
Q3 2018

What's New Description More Info

Added information about the Export Admins can choose to export only one Exporting Extended User Information
selected background information option. section of the background information Data [page 105]
using this option.

Managing User Information


12 PUBLIC What's New In Managing User Information
2 User Information

In SAP SuccessFactors, user information consists of basic user information and extended user information. If you
are managing users in Employee Central, there are even more user information elements. This administration guide
is mainly focused on managing basic and extended user information for users that are not managed in Employee
Central.

Basic user information is what you must provide for a user when adding the user to the system. It contains data like
employee name, gender, address. Basic user information is required for functionality, reporting, administration
tasks, and most importantly, permissions.

Extended user information consists of supplemental data about the user, and is classified into three types:

● Personal information
● Background information
● Trend information

Once the SuccessFactors system is live, admins need to perform ongoing administrative and maintenance
activities to keep it running smoothly. Among these activities, an essential one is user information management,
which involves actions like adding users, managing user accounts, and updating user information. You can find
information about most of the user management related tasks in this guide.

For details about managing Employee Central users, please see http://help.sap.com/hr_ec.

Related Information

Prerequisites for Managing User Information [page 31]


Getting Started with User Information Management [page 30]
Choosing a Tool for User Management [page 33]
Managing Basic User Data by Using the UI [page 40]
Managing Basic User Data by Using a Data File [page 63]
Extended User Information [page 99]

Managing User Information


User Information PUBLIC 13
2.1 Different IDs in SAP SuccessFactors HXM Suite

This table describes the IDs used in the SAP SuccessFactors HXM Suite.

Where is it dis­
Can it be Can it be used for Can it be used for played on People
ID Description changed? SSO? integration? Profile?

PersonId An identifier auto­ No No Yes NA


generated by the
system. It is used
internally in the
SAP SuccessFac­
tors system.

PersonIdExternal A unique identifier Yes No Yes Biographical Infor­


of a person in Em­ mation (Employee
ployee Central. You Central users only)
can define PersonI­
dExternal through a
rule or enter it on
the UI for new hires.
Please note that
PersonIdExternal is
labelled as "person
ID" in many places.

UUID (per-person- This identifier is No No Yes NA


uuid) generated when
person data is cre­
ated in the system.
UUID is introduced
for integrating per­
son data in Em­
ployee Central with
other modules.
UUID is stored at a
database level only
and is not visible on
the UI.

Managing User Information


14 PUBLIC User Information
Where is it dis­
Can it be Can it be used for Can it be used for played on People
ID Description changed? SSO? integration? Profile?

userId (users-sys- A unique identifier No No Yes Live Profile User In­


id) formation
of user entity. A
person might have
one or more user
IDs. If a customer
maintains only one
employment per
person in Success­
Factors, the user ID
can serve as the
person’s unique
identifier in the
company.

We recommend
that you adopt user
ID for system inte­
gration.

 Note
The supported
characters for
users_sys_id is:
A-Z, a-z, 0-9, -,
_, ., @.

Assignment ID (as­ Assignment ID is Yes No Yes Live Profile User In­


signment-id-exter­ actually the "muta­ formation
nal) ble user ID". It visi­
ble to customers
and can be used to
identify users. A
person might have
one or more as­
signment IDs. If a
customer main­
tains only one em­
ployment per per­
son in SAP Suc­
cessFactors, as­
signment ID can
serve as the per­
son’s unique identi­
fier in the company.

Managing User Information


User Information PUBLIC 15
Where is it dis­
Can it be Can it be used for Can it be used for played on People
ID Description changed? SSO? integration? Profile?

Username This is the field that Yes Yes Yes Live Profile User In­
a user uses to sign formation
in. It can be differ-
ent from User ID or
Person ID but for
simplicity it is often
the same value.

Employment User This field is filled No No Yes NA


Sys ID (emp-users-
with the
sys-id)
users_sys_id of the
employee on a
global assignment
when a host coun­
try address is cre­
ated, thereby link­
ing the address to
the employment.

This field is never


visible on the UI.

Previous Employee This field shows the Yes No No Employment Infor­


ID (prevEm­ previous employee mation (Employee
ployeeId) ID if the employee Central users)
has been at the
company before.
The new ID differs
from the old ID, be­
cause the em­
ployee is consid­
ered as a new hire,
even if the em­
ployee has worked
for the same com­
pany before.

Payroll ID (payroll- An identifier of the Yes No Yes Compensation In­


id) payroll that is used formation (Em­
to compensate the ployee Central
employee. users)

2.2 Assignment ID

Assignment ID is an identifier assigned to the work relationship between a person and the company. The
relationship could be an employment relationship, contingent relationship, pensioner relationship, intern, global
assignment, or others. A person can have one or many work relationships with a company at the same time, for
example, concurrent employments or home and host assignment in a global assignment.

Managing User Information


16 PUBLIC User Information
 Note

Currently, assignment ID is not supported in some SAP SuccessFactors areas, for example, Learning,
Compensation, Onboarding, and data protection and privacy features. This might cause display inconsistencies
across the suite. See Important Notes about Assignment ID to find the specific areas impacted by assignment
ID as well as the areas where assignment ID is not supported. This document will be regularly updated to
reflect the latest development of assignment ID.

 Caution

Before you change assignment IDs, we recommend that you evaluate the risks associated with the
inconsistencies. If assignment ID is not supported in the SAP SuccessFactors areas you've enabled, please
don't make any changes to assignment ID at this time.

Assignment ID (assignment_id_external) is unique, case-sensitive, visible, and can be given to an employee, a


contingent worker, or an intern. Assignment ID is used to identify users across the HXM Suite, in import and export
tools, in the user interface, in APIs, and in reports. User ID (users_sys_id) still exists, but we recommend that you
use it for system integration.

The system automatically generates assignment IDs for users created prior to the Q3 2019 release, and their
default values are the same as the current user IDs. However, in the Employee Central-enabled instances, if you
have used a business rule to generate assignment IDs, the system then creates assignment IDs based on the rule
and the assignment IDs might be different from the user IDs. When you create new users using the user
management tools such as Employee Import, Manage Users, or OData APIs, assignment IDs for these users are
also added to the system.

Assignment ID can be changed ONLY through the convertAssignmentIdExternal function import.

Why Assignment ID?

Previously, when you wanted to change user IDs in some cases, such as employee relocation or going live on
Employee Central or another HRIS system, a support ticket was needed. The user ID conversion process was costly
and time-consuming. In addition to this, user ID conversion wasn’t supported in Employee Central, Metadata
Framework, or SAP HANA database.

Now, you can use assignment ID to identify users and change it if needed.

Differentiating Between Person ID, UUID, User ID, and Assignment ID [page 18]
Read the following table to find the differences and relationships between person ID, UUID, user ID, and
assignment ID.

Assignment ID in User Management [page 20]


This section describes the impact of assignment ID on user management tools such as Manage Users,
Employee Import, Import Extended User Information, and OData APIs.

Important Notes About Assignment ID [page 25]


Read this to find the areas that are impacted by assignment ID as well as the areas where assignment ID is
not supported.

Managing User Information


User Information PUBLIC 17
2.2.1 Differentiating Between Person ID, UUID, User ID, and
Assignment ID

Read the following table to find the differences and relationships between person ID, UUID, user ID, and assignment
ID.

Relationship between these


Field Description Can this ID be changed? IDs

Person ID (person-id-external) A unique identifier of a person Yes UUID and person ID are in a
in Employee Central. Person
one-to-one relationship.
ID identifies a natural person.
An employee generally has User ID and assignment ID are
only one person ID throughout in a one-to-one relationship.
their time at the company,
since this ID is associated to One person ID is associated to
each person. one or more user IDs and as­

UUID (per-person-uuid) This identifier is generated No signment IDs.


when person data is created in
One UUID is associated to one
the system. UUID is intro­
or more user IDs and assign­
duced for integrating person
data in Employee Central with ment IDs.
other modules. UUID is stored
at a database level only and is
not visible on the UI.

User ID (users-sys-id) A unique identifier of user en­ No

tity. A person might have one


or more user IDs, for example,
in the case of global assign­
ments or concurrent employ­
ments. If a customer main­
tains only one employment
per person in SAP Success­
Factors, the user ID can serve
as the person’s unique identi­
fier in the company.

We recommend that you


adopt user ID for system inte­
gration.

Managing User Information


18 PUBLIC User Information
Relationship between these
Field Description Can this ID be changed? IDs

Assignment ID (assignment- Assignment ID is actually the Yes


id-external)
"mutable user ID". It is visible
to customers and can be used
to identify users. A person
might have one or more as­
signment IDs, for example, in
the case of global assign­
ments or concurrent employ­
ments. If a customer main­
tains only one employment
per person in SAP Success­
Factors, assignment ID can
serve as the person’s unique
identifier in the company.

Relationship Between Person ID, UUID, User ID, and Assignment ID

Parent topic: Assignment ID [page 16]

Managing User Information


User Information PUBLIC 19
Related Information

Assignment ID in User Management [page 20]


Important Notes About Assignment ID [page 25]

2.2.2 Assignment ID in User Management

This section describes the impact of assignment ID on user management tools such as Manage Users, Employee
Import, Import Extended User Information, and OData APIs.

To learn the impact of assignment ID in Employee Central imports, see here.

Manage Users [page 20]


When Show User ID field in Manage Users is selected in Provisioning, there’s an Assignment ID field as well
as a User ID field on Manage Users .

Import and Export Tools [page 21]


There’s an Assignment ID column in the user data file of import and export tools.

OData API [page 23]


You can enable assignment ID for OData API by adding the assignmentIdExternal property to an entity or by
navigating to an entity that has this property.

Parent topic: Assignment ID [page 16]

Related Information

Differentiating Between Person ID, UUID, User ID, and Assignment ID [page 18]
Important Notes About Assignment ID [page 25]

2.2.2.1 Manage Users

When Show User ID field in Manage Users is selected in Provisioning, there’s an Assignment ID field as well as a User
ID field on Manage Users .

 Note

Please be aware that even if there’s no assignment ID or user ID field displayed on the Manage Users page when
you’re creating new users, the system will still assign the two IDs for them. In this case, the initial value for user
ID or assignment ID is the same as the value you enter in the User Name field.

Currently, whether the User ID or Assignment ID field is displayed on Manage Users is controlled by Show User ID
field in Manage Users in Provisioning. This option is disabled by default. Once it’s enabled, the two fields are
displayed next to each other.

Managing User Information


20 PUBLIC User Information
 Remember

As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner. If you're no longer working with an implementation partner, contact SAP Cloud
Support.

On the Quick Add or Detailed Add Users page, if you enter a value in the User ID field, the value will be automatically
populated to the Assignment ID field.

You can work with implementation partners or Support to customize the label name of assignmentIdExternal in the
data model. We recommend that the label name be "Assignment ID".

For more information about Manage Users, see Managing Basic User Data by Using the UI.

Parent topic: Assignment ID in User Management [page 20]

Related Information

Import and Export Tools [page 21]


OData API [page 23]

2.2.2.2 Import and Export Tools

There’s an Assignment ID column in the user data file of import and export tools.

 Note

By default, the user data template contains the Assignment ID column. If you don't want to include assignment
ID in the user data file, select Exclude Assignment ID Column from the User Data Template in Admin Center
Platform Feature Settings .

Employees Import and Employees Export

When you add or update user data using Employee Import, user ID is required while assignment ID is optional in
the template. Note that assignment ID is in the last column. If you don’t input a value in the Assignment ID column,
the system will populate the value from user ID to assignment ID after the import job completes. If you provide
assignment ID for new users in the import file, make sure that assignment ID and user ID be the same. Otherwise,
the user won’t be imported.

When you export a user data file using Employee Export, the export file includes an assignment ID column with
values.

For more information about Employee Import and Employee Export, see Managing Basic User Data by Using a Data
File.

Managing User Information


User Information PUBLIC 21
Import Extended User Information and Export Extended User Information

When adding or updating personal information, background information, or trend information using Import
Extended User Information, you should either provide user ID or assignment ID in the import file, and they should
be the same as the corresponding user ID or assignment ID that already exists in the system.

When you export user data file using Export Extended User Information, the export file includes an assignment ID
column with values. Note that assignment ID is in the last column in the import and export file for personal
information.

For more information about Import Extended User Information and Export Extended User Information, see
Managing Extended User Information by Using Data Files .

Delta Employees Import and Delta Employees Export

When you add or update user data in Provisioning Manage Scheduled Jobs Create New Job Delta
Employees Import , you should first download the user data template where assignment ID is in the last column.
Currently, user ID is required while assignment ID is optional in the template. If you don’t input a value in the
Assignment ID column, the system will populate the value from user ID to assignment ID after the import job
completes. If you provide assignment ID for new users in the import file, make sure that assignment ID and user ID
be the same. Otherwise, the users won’t be imported.

When you export user information using Delta Employees Export, the export file includes an assignment ID column
with values.

 Remember

As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner. If you're no longer working with an implementation partner, contact SAP Cloud
Support.

Live Profile Import and Live Profile Export

When adding or updating personal information, background information, or trend information in Provisioning
Manage Scheduled Jobs Create New Job Live Profile Import , you should either provide user ID or assignment
ID in the import file, and they should be the same as the corresponding user ID or assignment ID that already exists
in the system.

When you export user data file using Live Profile Export, the export file includes an assignment ID column with
values. Note that assignment ID is in the last column in the import and export file for personal information.

 Remember

As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner. If you're no longer working with an implementation partner, contact SAP Cloud
Support.

Managing User Information


22 PUBLIC User Information
Parent topic: Assignment ID in User Management [page 20]

Related Information

Manage Users [page 20]


OData API [page 23]

2.2.2.3 OData API

You can enable assignment ID for OData API by adding the assignmentIdExternal property to an entity or by
navigating to an entity that has this property.

You can access the assignment ID information through:

● The User entity


● The EmpEmployment and EmpGlobalAssignment entities in Employee Central
● Other OData API entities with a User-type navigation property
● The convertAssignmentIdExternal function import. This function import is the only way to change an
assignment ID.

 Tip

We don’t recommend inserting values to assignmentIdExternal in User, EmpEmployment, or


EmpGlobalAssignment even if it's technically possible. If you do, make sure assignmentIdExternal has the
same value as userId. Otherwise, an error occurs.

For existing records, when you enable the assignmentIdExternal property, it has the same as userId. For newly
created records, assignment ID value is the same as userId except when a business rule is enabled in Employee
Central for generating assignment IDs automatically. For more information, see Auto-generating Assignment ID
for Employees on Global Assignment or Concurrent Employment.

Enabling Assignment ID for User Entity

You can add assignment ID to the User entity by enabling the assignmentIdExternal field in the data model:

1. Go to Admin Center Manage Busines Configuration .


2. Expand Employee Profile Standard and choose assignmentIdExternal.

 Note

If you don't see the field in the Standard section, contact SAP Cloud Support to schedule a job with job type
Synchronize Business Configuration in Provisioning. This job synchronizes the BCUI elements with the
company data model.

Managing User Information


User Information PUBLIC 23
3. On the detail screen, set the Enabled option to Yes.

 Note

We recommend that you set the Visibility attribute of the field to View to disable upsert operations.

To see the property in the entity immediately, refresh the OData metadata. To do so, go to Admin Center OData
API Metadata Refresh and Export or run query https://<API-endpoint-URL>/odata/v2/
refreshMetadata.

Enabling Assignment ID for Employee Central Entities

To enable assignment ID for EmpEmployment and EmpGlobalAssignment in Employee Central:

1. Go to Admin Center Manage Busines Configuration .


2. Expand the HRIS Elements section and add the assignmentIdExternal field to the following elements:
○ For EmpEmployment, choose the employmentInfo element and add the field on the detail screen.
○ For EmpGlobalAssignment, choose the globalAssignmentmentInfo element and add the field on the
detail screen.
3. Set the Enabled option to Yes.

 Note

We recommend that you set the Visibility attribute of the field to View to disable upsert operations.

To see the property in the entities immediately, refresh the OData metadata. To do so, go to Admin Center
OData API Metadata Refresh and Export or run query https://<API-endpoint-URL>/odata/v2/
refreshMetadata.

Retrieving Assignment ID Through Navigation Properties

Many OData API entities have one or multiple navigation properties that point to User records. If
assignmentIdExternal is enabled for User in your instance, you can retrieve assignment ID information from
associated entities using the $expand option. Here's an example:

https://<API-endpoint-URL>/odata/v2/
Form360Rater(formContentId=123L,formDataId=345L)?$expand=participantUser&
$select=participantUser/assignmentIdExternal

Changing Assignment ID Using convertAssignmentIdExternal Function Import

Changing assignment IDs is only possible using the convertAssignmentIdExternal function import. For more
information, see convertAssignmentIdExternal.

Managing User Information


24 PUBLIC User Information
Parent topic: Assignment ID in User Management [page 20]

Related Information

Manage Users [page 20]


Import and Export Tools [page 21]
Using BCUI

2.2.3 Important Notes About Assignment ID

Read this to find the areas that are impacted by assignment ID as well as the areas where assignment ID is not
supported.

 Caution

Before you change assignment IDs, we recommend that you evaluate the risks associated with the
inconsistencies. If assignment ID is not supported in the SAP SuccessFactors areas you've enabled, please
don't make any changes to assignment ID at this time.

Areas Impacted by Assignment ID

Read the table to find the changes caused by assignment ID in the following areas.

Areas impacted Notes

360 Reviews 360 Reviews OData API entities


Form360SummaryViewRater,
FormRaterListSection, Form360Rater,
Form360Participant,
Form360ParticipantDetail, and
Form360ReviewContentDetail can retrieve assign­
ment ID information by expanding the navigation properties
<participantUser>, <originatorUser>, and
<subjectUser>.

Calibration Two navigation properties are added to retrieve users' assign­


ment IDs: subjectUser to CalibrationSessionSubject entity and
employeeUser to TalentRatings entity.

Data Subject Information Report If user ID appears in a Data Subject Information report, then,
as of the Q4 2019 release, assignment ID will also appear in the
report for certain modules.

Managing User Information


User Information PUBLIC 25
Areas impacted Notes

Employee Central Imports Employee Central Imports now supports employee data import
using assignment ID. You can use assignment ID while import­
ing data for employees having concurrent employment or
global assignment. For details, see here.

Employee Central OData API Employee Central OData API entities EmpEmployment and
EmpGlobalAssignment now support assignment ID with
the new <assignmentIdExternal> property. You can enable
it by adding the <assignmentIdExternal> field to the corre­
sponding HRIS elements for employment information and
global assignment information in the Manage Business
Configuration (BCUI) tool.

As of 1H 2020, the <assignmentIdExternal> property is al­


ways included in the response of EmpEmployment, whether or
not it is configured in Succession Data Model (SDM).

For details, see OData API [page 23] and the API references in
SAP SuccessFactors Employee Central OData API: Reference
Guide.

Employee Central Integration with ERP Integration of Employee Central with SAP S/4HANA on-prem­
ise or SAP ERP systems transfers assignment ID if it is enabled
in Employee Central. For more information, see Using Assign­
ment ID in Employee Central Integration with ERP.

Employee Central Payroll Integration of Employee Central with Employee Central Payroll
transfers assignment ID if it is enabled in Employee Central. For
more information, see Optional: Using the Employee Central
Assignment ID External as PERNR.

Onboarding 2.0 Onboarding 2.0 supports assignment ID external for the follow­
ing OData API entities: createOnboardee and
initiateOnboardingForUser. It also supports assign­
ment ID external for all the events.

 Note
Onboarding 2.0 solution is available to interested users as
a BETA version.

Platform - Data Protection and Privacy Changing assignment ID adds complexity and may impact
data protection and privacy features.

However, if necessary, you can use assignment ID, instead of


user ID, when you set up and manage data protection and pri­
vacy features. For example, you can use assignment ID instead
of user ID when you upload a list of users to purge.

Managing User Information


26 PUBLIC User Information
Areas impacted Notes

Platform - HXM Suite OData API The User entity now supports assignment ID with the new
<assignmentIdExternal> property. Learn how to enable it
in OData API [page 23].

Other OData API entities with a User-type navigation property


can also retrieve assignment ID information by expanding the
navigation property.

Platform - Instance Refresh Tool The Instance Refresh self-service tool now supports assign­
ment ID. The Overview tab of the Instance Refresh Center page
displays the assignment ID instead of User ID in the Requested
By column for each refresh request.

 Note
The Instance Refresh Center page displays the user ID
when a user does not have an assignment ID.

Platform - Metadata Framework ● On the Manage Data page, audit information now displays
assignment ID instead of the user ID.
● The Import and Export Data tool now supports the assign­
ment ID as an Identity Type. You can choose between user
ID and assignment ID in the new Identity Type field. The
identity type you select will be included in the exported
template and data, and it will be used to validate the user
information during data import.

Platform - Presentations Assignment ID, in addition to User ID, can be included on Pre­
sentations Talent Card and customized slides.

Platform - Proxy Management In the proxy import file, you can now identify users by Assign­
ment ID or by User ID. In the proxy report, you can now see col­
umns for both Assignment ID and User ID.

Platform - Role-based Permission You can use the Assignment ID field when importing static per­
mission groups to your system. When you download the most
recent version of the static group excel document, the
Assignment ID displays.

Recruiting Management Recruiting Management supports assignment ID in:

● The data migration templates that support Assignment ID


field to populate the users are Candidate tag assignments,
Candidate tag definitions, Job Requisition, and Applica­
tion attachments.
● The OData APIs that support access to Assignment ID in­
formation through User-type navigation are Candidate, jo­
bApplication, jobOffer, and jobRequisition.
● User Interface of the internal Candidate Profile screen see
Assignment ID instead of UserSysID.

Managing User Information


User Information PUBLIC 27
Areas impacted Notes

Reporting and Analytics The Reporting and Analytics products support reporting on the
Assignment IDs that the sub-domain schemas in "Live Data"
and "Advanced Reporting" data sets support.

Time In general, Time screens display the user's real name (that is,
first name and last name) rather than their user ID. So the
average user won't see anything different even if their user ID is
changed in the background.

For technical users that run the Check Tool and monitor back­
ground jobs, however, there will be a new column called
Assignment ID that will show any changed user IDs.

Areas Where Assignment ID Is Not Supported

Solutions Notes

Compensation and Variable Pay Compensation and Variable Pay do not currently use or sup­
port assignment ID. The only identifier that is supported is user
ID.

Employee Central Document Generation Employee Central Document Generation does not support as­
signment ID.

Learning Learning does not currently use or support assignment ID. The
only mutable identifier it supports is person_id_external.

If you are using convertAssignmentIdExternal import function


to modify user's Assignment_id_external field to something
other than the users_sys_id value, then you may end up seeing
different identifiers on the LMS UI and reports as compared to
what you see on other screens in the HXM Suite.

We advise you to consider the impact before you proceed with


such a change.

Also, there is no current plan or time-line for Learning to adopt


the assignment ID field in the near future.

Onboarding Currently, Onboarding does not support assignment ID. It is


using user ID as login name.

The only mutable identifier it supports is person_id_external,


which Onboarding provides during step completion event.

Managing User Information


28 PUBLIC User Information
Solutions Notes

Platform - Data Protection and Privacy Customers using data protection and privacy features are ad­
vised not to use assignment ID as a changeable user identifier,
due to current limitations. Assignment ID is not fully supported
across the HXM Suite.

To reduce complexity and avoid potential impacts to data pro­


tection and privacy, ensure that assignment ID and user ID are
always the same.

Platform - Instance Synchronization Tool Instance Synchronization does not support assignment ID.

Platform - Role-Based Permissions Dynamic permission group creation does not support assign­
ment ID.

Position Management Position Management does not support assignment ID.

Reward and Recognition Reward and Recognition does not support the assignment ID.

Succession Currently, Succession does not support assignment ID. When


users import or export with Position Management: Import
Positions, Position Management: Export Positions, or Import
Successors admin tools, user ID is used instead of assignment
ID.

Parent topic: Assignment ID [page 16]

Related Information

Differentiating Between Person ID, UUID, User ID, and Assignment ID [page 18]
Assignment ID in User Management [page 20]

Managing User Information


User Information PUBLIC 29
3 Getting Started with User Information
Management

Perform the following tasks to manage user information in your system.

 Note

If you’re using an HRIS system, before you make any user changes, make sure that there is no HRIS Sync Job
running in the background. Modifying user data during the HRIS sync might lead to data discrepancies. Please
contact your Implementation Partner to know the scheduled time for the HRIS sync jobs of your system. If you
are no longer working with an Implementation Partner, contact SAP Cloud Support.

Step More information

Understand the prerequisites. Prerequisites for Managing User Information [page 31]

Understand assignment ID Assignment ID [page 16]

Add users by using the UI. Adding Users [page 46]

Add users by using a data file. Importing User Data [page 94]

Send welcome emails to new users. Sending Welcome E-mails Manually [page 49]

Manage basic user information by using the UI. Managing Basic User Data by Using the UI [page 40]

Managing basic user information by using a Managing Basic User Data by Using a Data File [page 63]
data file.

Managing extended user information. Adding or Updating Extended User Information [page 103]

Reset user accounts. Resetting Accounts [page 51]

Reset user passwords. Resetting Passwords [page 56]

Validate user data by using the Check Tool. Using the Check Tool [page 122]

Manage users by using OData APIs. Managing Users by Using OData APIs [page 121]

Remove users from the system. Removing Users [page 126]

Related Information

User Information [page 13]


Prerequisites for Managing User Information [page 31]
Choosing a Tool for User Management [page 33]

Managing User Information


30 PUBLIC Getting Started with User Information Management
4 Prerequisites for Managing User
Information

User Information Management is a fundamental activity in the SAP SuccessFactors system. You need to ensure
that all user fields your company needs are included and defined with required information in the data model.

Make sure that you have included all user data fields in the data model for your system. Setting up data model with
required information is a standard part of nearly all SAP SuccessFactors implementations and most likely already
done for your system.

If you want to configure changes and add user data fields in the data model, you can use the Business
Configuration UI (BCUI). This tool enables you to maintain the data model from your end-user UI, instead of
maintaining these elements in the XML file and contacting SAP Could Support who has access to Provisioning. For
more information, see Setting Up and Using Business Configuration UI (BCUI).

Related Information

User Information [page 13]


Getting Started with User Information Management [page 30]
Choosing a Tool for User Management [page 33]

Managing User Information


Prerequisites for Managing User Information PUBLIC 31
5 Succession Data Model

Succession Data Model is a core data model for employee data.

The Data Model describes how data elements are structured in a database. It also defines the properties these
elements possess and their relationships to each other.

Everytime you import data model from Provisioning, the system automatically saves the import file as a backup.
You can restore a data model from the backup version list. Please note that the list displays a limited number of
data model versions.

When you import data model, you should write some comments. This helps you track data model changes.

5.1 Restoring a Data Model Version

You can restore a data model version from Provisioning.

Context

 Remember

As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner. If you're no longer working with an implementation partner, contact SAP Cloud
Support.

Procedure

1. Log in to Provisioning and select the company to work with.


2. In Succession Management, select Import/Export Data Model.
3. In the Backup Versions list, select a data model version and choose Download
4. Select Import File to import the downloaded data model file.

Results

You've successfully restored a data model version for your instance.

Managing User Information


32 PUBLIC Succession Data Model
6 Choosing a Tool for User Management

Depending on whether or not you are managing users in Employee Central, you need different tools to perform the
same user management task.

Refer to the following table to choose the correct tool depending on your system configuration.

Use this tool for users


Use this tool for users that are managed that are NOT managed in See more information
If you want to... in Employee Central Employee Central at...

Add or update basic user Employee Self-Service and Manager Self- Manage Users New User Expoerience for
information by using the Service
Employee Central
UI
Managing Basic User
Data by Using the UI
[page 40]

Add or update basic user Import Employee Data Basic User Employee Import Importing Employee Data
information by using a
Import
data file Importing User Data
[page 94]

Download basic user in­ Employee Export Downloading a User Data


formation
Template [page 65]

Exporting User Data


[page 66]

Add or update extended Import Extended User Information, Import Extended User Employee Central Imports
user information Import Employee Data Extended Information
Adding or Updating Ex­
Import , or Import Employee Data
tended User Information
Background Import
[page 103]

Download extended user Export Extended User Information Exporting Extended User
information Information Data [page
105]

Validate your user data Check Tool User Management Using the Check Tool
[page 122]

If you’re looking for information about managing Employee Central users, please see http://help.sap.com/hr_ec.

Related Information

User Information [page 13]


Prerequisites for Managing User Information [page 31]
Getting Started with User Information Management [page 30]

Managing User Information


Choosing a Tool for User Management PUBLIC 33
7 Managing Login Accounts

A login account stores the information that can be used for authenticating users when they log into a system. You
can manage login accounts using the Manage Login Accounts tool.

Context

A login account is used for authenticating users when they log into SAP SuccessFactors. It includes information
such as login name, login method, and login locale.

If you have Employee Central enabled for your instance, the system automatically selects the user of the home
employment, primary employment, or earliest active employment as the main user on the homepage in the cases
of global assignments, concurrent employment, or contingent workers, respectively.

Differentiating Between Person, User, and Login Account [page 35]


A person can have multiple users but only one login account.

Viewing Login Accounts [page 36]


As an administrator, you can view employees' login account information.

Changing Login Accounts [page 37]


As an administrator, you can change an employee's login account when the employee has more than one
users.

Sending Login Account Related E-mails [page 38]


As an administrator, you can notify employees of their login account information or changes to their login
accounts.

Managing User Information


34 PUBLIC Managing Login Accounts
7.1 Differentiating Between Person, User, and Login Account

A person can have multiple users but only one login account.

Person refers to a natural person, while user refers to employment. A person might have more than one user, for
example, in the cases of global assignments or concurrent employment, but only one login account. But please
note that in some special cases, a person (for example, dependents in the Employee Central-enabled instance)
doesn't have login account.

A login account is active as long as the person has at least one active user. It stores the following key information:

● Login name: Login name is unique. By default, the login name in a login account is the same as the username
of the first employment. For example, if the username of a person's first user is "Cgrant", then the person's
default login name will also be "Cgrant". A login account is linked with the user whose username is the same as
login name. If the linked user's username, password, login method or locale is changed using import tools, UI,
or API, then the relevant information in a login account is changed accordingly.
Currently, you can use either login name or username to log into SAP SuccessFactors, but we recommend that
you use login name.
● Login method: Login method is either SSO (single sign-on) or PWD (password).

 Note

The login method specified in a login account works only when the company has enabled Partial
Organization SSO. Otherwise, a person always accesses the system using the login method specified by the
company-level setting in Provisioning.

Managing User Information


Managing Login Accounts PUBLIC 35
● Login locale: Login locale is the language that you use to log into the system, and the system user interface is
displayed in your login locale.

Parent topic: Managing Login Accounts [page 34]

Related Information

Viewing Login Accounts [page 36]


Changing Login Accounts [page 37]
Sending Login Account Related E-mails [page 38]

7.2 Viewing Login Accounts

As an administrator, you can view employees' login account information.

Prerequisites

You have the Manage Login Accounts permission from Manage Permission Roles Administrator Permissions
Manage User .

Procedure

1. Go to Admin Center Manage Login Accounts .


2. Search for a person's login account using first name, middle name, last name, username, login name, or person
ID.

On the Search Results page, you can find the account information such as login name, login method, login
locale, and account status. Please note that the login method might be displayed as blank, and that is because
it has empty value in the database.
3. If you want to notify employees about their login account information, select the accounts and then choose
Send Email Notification.

Task overview: Managing Login Accounts [page 34]

Managing User Information


36 PUBLIC Managing Login Accounts
Related Information

Differentiating Between Person, User, and Login Account [page 35]


Changing Login Accounts [page 37]
Sending Login Account Related E-mails [page 38]

7.3 Changing Login Accounts

As an administrator, you can change an employee's login account when the employee has more than one users.

Prerequisites

You have the Manage Login Accounts permission from Manage Permission Roles Administrator Permissions
Manage User .

Procedure

1. Go to Admin Center Manage Login Accounts .


2. Search for a person's login account using first name, middle name, last name, username, login name, or person
ID, and then choose Change Login Account.
3. On the Change Login Account popup, select an account and then OK.

The person can now log into the system using the new login name.

Results

The person's login account is successfully changed. The system will automatically send the person an email if Login
Account Changed Notification has been enabled in E-Mail Notification Template Settings.

Task overview: Managing Login Accounts [page 34]

Related Information

Differentiating Between Person, User, and Login Account [page 35]


Viewing Login Accounts [page 36]

Managing User Information


Managing Login Accounts PUBLIC 37
Sending Login Account Related E-mails [page 38]

7.4 Sending Login Account Related E-mails

As an administrator, you can notify employees of their login account information or changes to their login accounts.

Prerequisites

● You have the Manage Login Accounts permission from Manage Permission Roles Administrator
Permissions Manage User .
● Login Account Notification and Login Account Changed Notification are enabled in Admin Center E-Mail
Notification Template Settings .

Context

You can use the following two types of e-mail notification templates:

● Login Account Notification: Use this template to inform employees of their login account information
including login name and login locale.
● Login Account Changed Notification: Use this template to notify employees that their login accounts have
been changed.

Procedure

1. Go to Admin Center Manage Login Accounts .


2. On the Manage Login Accounts page, select the relevent employees and then choose Send Email Notification.
3. Select an e-mail template from the dropdown list and choose OK.

Results

The e-mail notifications are sent, and you will receive an e-mail about the notification delivery status.

Task overview: Managing Login Accounts [page 34]

Managing User Information


38 PUBLIC Managing Login Accounts
Related Information

Differentiating Between Person, User, and Login Account [page 35]


Viewing Login Accounts [page 36]
Changing Login Accounts [page 37]

Managing User Information


Managing Login Accounts PUBLIC 39
8 Managing Basic User Data by Using the UI

You can manage basic user information by using the end-user UI in Admin Center. The admin tools provide handy
and intuitive methods for you to add users, search users, and update users one by one.

Context

If you want to make bulk changes to multiple users in one go, SuccessFactors can also fulfill your requirements. You
can use the file-based import tools or the API-based methods to manage users. For more information, see
Managing Basic User Data by Using the UI [page 40].
About Picklists in Manage User

On the Manage User page, picklist options (for example, country/region and state) now display option labels along
with option IDs. This makes it easier for you to understand and choose the options.

Please note that the Manage user page displays the picklist in the same order as the picklists are configured in data
model. We recommend that you set the parent picklist fields on top of the child picklist fields, and make sure that
the parent picklist field is visible if child picklist is configured as visible in the Manage user page.

To access data model, go to Provisioning Import/Export Data Model

 Remember

As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner. If you're no longer working with an implementation partner, contact SAP Cloud
Support.

Refer to the tasks in the following topics to manage basic user data by using the UI.

1. Enabling System E-mail Notification [page 41]


Enable the system e-mail notification for a user so that the user can receive relevant system e-mails on
certain events or changes to their information, such as welcome messages and reset password
notifications.
2. Adding Users [page 46]
When new employees are hired in your company, you need to add them as users in the system and add
their information for future maintenance or reference.
3. Sending Welcome E-mails Manually [page 49]
If you didn't choose to automatically send welcome e-mails to new users when adding them in the system,
you can still send welcome e-mails manually afterwards.
4. Updating Users [page 50]
User information might vary from time to time. For example, an employee has a new manager, or an
employee leaves the organization. User information should be updated regularly in the system to reflect the
latest information.
5. Resetting Accounts [page 51]

Managing User Information


40 PUBLIC Managing Basic User Data by Using the UI
The system locks an account when a user exceeds the number of allowable logon attempts that is set in
your password policy. Once the account is locked, the user cannot log in again until admins reset the
account.
6. Configuring Password and Login Policy [page 52]
You can configure the password and login policy settings for your company by using the Admin Center
Password & Login Policy Setting tool.
7. Important Notes on Default Password Option [page 53]
Using username, user ID, or email as default password introduce security risks. Starting from June 19,
2020, you can’t use username, user ID, or email as default password when creating new jobs in Employee
Import, Bulk Employees Import, or Delta Employees Import, or adding new users in Manage Users. The
import jobs that you submitted prior to this date aren’t affected.
8. Resetting Passwords [page 56]
Sometimes users might forget their passwords and can’t log in to SuccessFactors, so they need to reset
passwords. You can either allow users to reset their own passwords or you reset their passwords in Admin
Center on request.
9. Hide Username in the UI [page 61]
You can enable theHide Username in the UI feature from Admin Center Platform Feature Settings to
hide username on the Global Header and the employee quickcard as well as the search user interfaces that
have adopted People Search.

8.1 Enabling System E-mail Notification

Enable the system e-mail notification for a user so that the user can receive relevant system e-mails on certain
events or changes to their information, such as welcome messages and reset password notifications.

Prerequisites

You have the role-based permission of Change User Email Notification under Manage User admin permissions.

Procedure

1. Go to Admin Center.
2. In the tools search field, type Change User Email Notification.
3. Search the user that you want to enable the notification for.
4. Select the checkbox for e-mail notification.
5. Click Save The Setting.

Managing User Information


Managing Basic User Data by Using the UI PUBLIC 41
Results

Now the user can receive system e-mails on certain events or changes to their information.

Task overview: Managing Basic User Data by Using the UI [page 40]

Next task: Adding Users [page 46]

8.1.1 Configuring e-mail Notifications

E-mail notifications are sent to users automatically to alert them of events or changes to their information. You can
select the notifications that you want to send by turning the corresponding templates on, and customize the e-mail
templates to meet your business needs.

Context

 Note

We don't have character limitation for e-mail, but if your e-mail size (including e-mail header and body) exceeds
20 MB, the e-mail cannot be delivered.

Procedure

1. To configure e-mail notifications, go to Admin Center, and in the Tools Search field, enter E-Mail Notification
Template Settings.

The E-Mail Notification Templates page appears.


2. Select the e-mail notification you want to use, and review the default e- mail template on the right half of the
page.
3. (Optional) Update the e-mail template to meet your specific needs:
○ Set Email Send Option: If the same user receives multiple e-mails of the same type, this setting will
consolidate the related e-mails into a single e-mail. For more information, see Understanding Consolidated
e-mail Notifications [page 46].
○ Set Email Priority: If this checkbox is selected, e-mail will be sent with high priority.
○ Customize Settings for Form Templates: You can enable or disable e-mail notification settings for some
templates, set consolidated interval setting and select additional recipients.
○ Email Subject: Change the subject line of e-mail.
○ Specify Different Template for Each Form: Change the e-mail text for a template
○ Email Body: Change the e-mail body. Click Save Changes.

Managing User Information


42 PUBLIC Managing Basic User Data by Using the UI
4. (Optional) Set the interval for sending out consolidated e-mail, by selecting the default notification interval
from the Interval For Consolidated Emails (In Hours Starting From 12:00am): dropdown list at the bottom of the
Email Template Notification page or from the Customize Settings for Form Templates dialog box.
5. Click Save Notification Settings.

Results

You have successfully enabled the e-mail notifications.

8.1.2 Notification Triggers

After you enabled an e-mail notification, the target recipient receives the corresponding notification sent by the
system automatically on certain events. Refer to the table for what event triggers what e-mail notification in SAP
SuccessFactors.

Notification Trigger Recipient

User Import Notification When the Employee Import job com­ User who launched the Employee Import
pletes job

Live Profile Import Notification When the Import Extended User Use who launched the Import Extended
Information job completes User Information job

Welcome Message Notification When a new user is added to the system Newly added users

Welcome Message Notification with Re­ When a new user is added to the system Newly added users
set Password Support
 Note
If you are adding new users via
Manage User, Employee Import, or
OData API in EC-off instances, make
sure that this notification is enabled.
Otherwise, these newly added users
might not receive welcome e-mails.

Password Changed Notification When an admin changes a user's pass­ User


word using Reset User Passwords .

Forget Password Support Notification When user clicks Forgot Password User

Reset Password Support Notification When user requests to reset password User
based on Knowledge Based Authentica­ and Knowledge Based Authentication is
tion turned on

Reset Password Lockout Notification When user attempts to reset password User
but fails to answer security questions

Reset Password Successful Notification When user resets password successfully User

Reset Password Support Notification When user request to reset password User

Managing User Information


Managing Basic User Data by Using the UI PUBLIC 43
Notification Trigger Recipient

Login Account Changed Notification When a login account is changed User

8.1.3 E-mail Body for Notifications

You can use the predefined e-mail body for your notifications, or customize it according to your business need.
Refer to the tables for variable codes and predefined e-mail bodies, based on which you can make your own
changes.

Variable Codes

In the e-mail body, you can use variable codes to encode information that is not available at the moment, for
example, employee name, employee password, and login URL. When the notification is sent by the system, the
variable codes are replaced by real information of the employee automatically.

Variable Code Description

[[EMP_NAME]] Employee name.

[[EMP_USERNAME]] Employee username.

[[LOGIN_URL]] The URL through which a new employee can log in to the sys­
tem.

[[SIGNATURE]] Email signature, which you can configure from Admin


Center E-Mail Notification Templates Email Signature .

[[SET_PASSWORD_URL]] The URL through which a new employee can set password
when the employee logs in for the first time.

[[RESET_PASSWORD_URL]] The URL through which an employee can reset his or her pass­
word.

E-mail Bodies

You can use or customize the notifications based on the following predefined e-mail templates:

Notification Type E-mail Body

User Import Notification This E-mail notification cannot be customized.

Live Profile Import Notification This E-mail notification cannot be customized.

Managing User Information


44 PUBLIC Managing Basic User Data by Using the UI
Notification Type E-mail Body

Welcome Message Notification Here is your Logon information -

Username: [[EMP_USERNAME]]

You can access the PerformanceManager at the following URL:

[[LOGIN_URL]]

[[SIGNATURE]]

Welcome Message Notification with Reset Password Support Welcome to SuccessFactors!

Your Login Information:

Username: [[EMP_USERNAME]]

Please use the following URL to set your password:

[[SET_PASSWORD_URL]]

[[SIGNATURE]]

Password Changed Notification Please be advised that your password for PerformanceMan­
ager has been changed.

(As a reminder, your Username is: [[EMP_USERNAME]])

[[SIGNATURE]]

Forget Password Support NotificationYou can access the Per­ [[LOGIN_URL]]


formanceManager application at the following URL:
This is a system-generated message through "Forget Password
Support" requested by you. If you believe this is an error,
please contact your support immediately.

Reset Password Support Notification based on Knowledge You can reset your password at the following URL: [[RE­
Based Authentication
SET_PASSWORD_URL]]

This is a system-generated message through "Forget Password


Support" requested by you. If you believe this is an error,
please contact your support immediately.

[[SIGNATURE]]

Reset Password Lockout Notification We've noticed you recently attempted to reset your password
but have failed to answer your reset password questions suc­
cessfully. Please try again in 5 minutes.

[[SIGNATURE]]

Reset Password Successful Notification You have successfully updated your password. If you did not
perform this request, please contact your administrator imme­
diately.

[[SIGNATURE]]

Managing User Information


Managing Basic User Data by Using the UI PUBLIC 45
8.1.4 Understanding Consolidated e-mail Notifications

You can use this feature to send out consolidated notifications for the same recipient into one single e-mail at
specific time intervals.

You can configure the consolidated interval from the Email Template Notification page by specifying the "Interval For
Consolidated Emails (In Hours Starting From 12:00am):" setting.

For e-mail notifications listed on the Email Template Notification page that do not have the option to set up a
customized interval, you can select the default interval from the Interval For Consolidated Emails (In Hours Starting
From 12:00am): drop down menu, at the bottom of the Email Template Notification page.

 Note

Here you are selecting the time interval (in hours). For example, if you select 6 from the dropdown menu,
consolidated e-mail notifications will be sent out every 6 hours.

8.2 Adding Users

When new employees are hired in your company, you need to add them as users in the system and add their
information for future maintenance or reference.

Prerequisites

Before you begin, please make sure that the following settings are done in Provisioning:

Option Status

Effective Dated Data Platform Disabled

Enable Administrative Domains Disabled

Manage Users Enabled

 Remember

As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner. If you're no longer working with an implementation partner, contact SAP Cloud
Support.

Also, make sure that you have the role-based permission of Manage Users under Manage User admin permissions.

Managing User Information


46 PUBLIC Managing Basic User Data by Using the UI
Context

When adding a user in the system, you can choose whether to send the user a system welcome e-mail immediately
after the user is added. SAP SuccessFactors provides predefined welcome e-mail notification templates for you to
use. Or, if you want to customize the e-mail content to meet your business needs, see Enabling and Customizing
Welcome Email Template [page 48].

Procedure

1. Go to Admin Center.
2. In the tools search field, type Manage Users.
3. Click Add New User, and select Quick Add or Detailed Add Users.

Option Description

Quick Add Select this option if you want to fill in only the required fields
of user data for new users.
1. Fill in all the blanks. Each row contains all the required
information for a user. One user is created in the system
immediately after you finish one row.
2. Optional: Click the Add More Details button to provide
extra user information.
3. Click I’m Done, Go Back to Manage Users to finish add­
ing users. A pop-up window appears asking whether
you want to send welcome e-mails now.
4. Choose Yes, Send Emails Now or No, Send Emails Later
accordingly.

Detailed Add Users Select this option if you want to add detailed user informa­
tion for new users.
1. Fill in the required fields and any additional fields in the
General Information, Contact Information, and Other
Information sections.
2. Optional: Select Send welcome email to this new user so
a welcome e-mail is sent immediately after the user is
added to the system. You can also choose to do this
later.
3. Click Save to create the user in the system.

 Note

Make sure you have assigned an active manager to the new user, or filled the field as "No Manager". If the
field is left empty, the user is not able to log in to the system.

Managing User Information


Managing Basic User Data by Using the UI PUBLIC 47
Results

The new user is also added to the Everyone (All Employees) default permission group in Role-Based Permissions
automatically. That means the user is granted with the most basic permissions, such as permission to log in to
SuccessFactors. Org Chart will also be refreshed to reflect the changes shortly.

Next Steps

Sometimes you want to make further changes to new users after initially adding them, so you don't want to send
welcome e-mails immediately. You can send them later. For more information, see Quick AddSending Welcome E-
mails Manually [page 49].

Task overview: Managing Basic User Data by Using the UI [page 40]

Previous task: Enabling System E-mail Notification [page 41]

Next task: Sending Welcome E-mails Manually [page 49]

8.2.1 Enabling and Customizing Welcome Email Template

Email notifications are sent to users automatically to alert them of events or changes to their information. You can
select the notifications to send by turning each notification on or off, and customize the email template to meet
your business needs.

Context

If you enable the welcome email template, welcome emails will be sent automatically to new users when they are
added to the system.

Procedure

1. Go to Admin Center.
2. In the tools search field, type E-mail Notification Templates Settings.
3. Select the checkbox for Welcome Message Notification to turn it on.
4. Click Welcome Message Notification.
5. Scroll down to the bottom of the page to update the email template.
6. Click Save Changes.

Managing User Information


48 PUBLIC Managing Basic User Data by Using the UI
Results

The automatic welcome emails are turned on. Every time when a new user is added to the system, he or she will
receive a welcome email automatically. However, if you choose to turn off the template, you can still send the
welcome emails manually. For steps, see Sending Welcome E-mails Manually [page 49].

8.3 Sending Welcome E-mails Manually

If you didn't choose to automatically send welcome e-mails to new users when adding them in the system, you can
still send welcome e-mails manually afterwards.

Prerequisites

You have the role-based permission of Send System Message Email Notification under Manage User admin
permissions.

Context

Welcome e-mails usually contain login information for the first time users. You can customize the content and
format of welcome e-mails to meet your business needs.

Procedure

1. Enable e-mail notification so that users can receive system e-mails. Usually, the notification is enabled by
default for new users. But if you want to change the settings, see Enabling System E-mail Notification [page
41].
2. Go to Admin Center.
3. In the tools search field, type Send User Welcome Email.
4. Select whether you want to send the e-mails to a user group or a single user by choosing the following options:

Option Description

Send system message by group The e-mail is sent to a group of people.

Send system message by user The e-mail is sent to a single user.

5. Customize the Email Subject and Email Body. Usually, the Email Body contains usernames, passwords, and a
link that users can use to login to SuccessFactors and set their own passwords.
6. Search the group or user that you want to send the e-mail to.

Managing User Information


Managing Basic User Data by Using the UI PUBLIC 49
7. Select the correct group or user and click Send System Message.

Results

When a user receives the welcome e-mail, he or she can log in to SuccessFactors through the link that is provided in
the e-mails.

Task overview: Managing Basic User Data by Using the UI [page 40]

Previous task: Adding Users [page 46]

Next task: Updating Users [page 50]

8.4 Updating Users

User information might vary from time to time. For example, an employee has a new manager, or an employee
leaves the organization. User information should be updated regularly in the system to reflect the latest
information.

Prerequisites

You have the role-based permission of Manage Users under Manage User admin permissions.

Procedure

1. Go to Admin Center.
2. In the tools search field, type Manage Users. On this page, a list displays all the users in the system with
columns of their detailed information.

 Note

More columns are collapsed in the right side. If you want to see them in the user list, click  in the right of
the header line, and select the columns you want to display.

3. Optional: If the list is long and you want to search the user that you need to update, choose one of the following
ways:

Managing User Information


50 PUBLIC Managing Basic User Data by Using the UI
Option Description

Quick search Search by using only names or usernames. Type the name
or username in the search box. While you’re typing, a list ap­
pears, displaying all the matching users. Select the user you
want from the list.

Advanced search Search in more fields. Click Advanced User Search. Fill in the
fields and click Search.

4. Optional: You can select Show Active users only or Show External 360 Rater to control the scope of both the
user list and search results.
5. Click the name of the user that you want to update.
6. Make your changes in the pop-up window.

 Note

You are not allowed to change user ID or assignment ID.

7. Click Save.

Task overview: Managing Basic User Data by Using the UI [page 40]

Previous task: Sending Welcome E-mails Manually [page 49]

Next task: Resetting Accounts [page 51]

8.5 Resetting Accounts

The system locks an account when a user exceeds the number of allowable logon attempts that is set in your
password policy. Once the account is locked, the user cannot log in again until admins reset the account.

Prerequisites

You have the role-based permission of Reset User Account under Manage User admin permissions.

Procedure

1. Go to Admin Center.
2. In the tools search field, type Reset User Account.
3. Search the user whose account you want to reset. Type the Name, Username, or Job Code. While you’re typing,
a list appears, displaying all the matching users for you to select.

Managing User Information


Managing Basic User Data by Using the UI PUBLIC 51
4. In the search results, select the user whose account you want to reset.
5. Click Reset Selected Users.

Results

The account is unlocked. You can see a confirmation message at the top of the page.

Task overview: Managing Basic User Data by Using the UI [page 40]

Previous task: Updating Users [page 50]

Next task: Configuring Password and Login Policy [page 52]

8.6 Configuring Password and Login Policy

You can configure the password and login policy settings for your company by using the Admin Center
Password & Login Policy Setting tool.

Prerequisites

You have the Manage System Properties Password & Login Policy Settings role-based permission.

Context

In this tool, the following configurations are available:

● Password maximum and minimum length


● Maximum and minimum password age (in days)

 Note

Minimum Password Age (in days) controls when password can be changed again based on the latest
password change, preventing users from changing password too frequently. Maximum Password Age (in
days) controls how frequently the passwords can be changed. If you enter a valid number of days in the
maximum field, for example, 60, the system will notify all users to change their passwords every 60 days
and apply the validity period to the new passwords.

If you want to disable the two features, enter "-1" in the fields. Every time you change this value from -1 to a
value >0, or change it back to -1, users are asked for password reset upon their next login. However, simply

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52 PUBLIC Managing Basic User Data by Using the UI
extending or reducing the period (from 10 to 50 or 30 to 10, for example) will not force the users to change
their password.

● Password expiration interval


● API login exceptions
● Maximum successive failed login attempts
● Password case sensitive
● Mixed case requirement
● Alpha and non-alpha characters requirement
● Password containing user information, such as first name, last name, and username
● Enable password history policy
● Enforce password encryption
● Enable forget password feature and detailed settings
● Enable forgot username feature
● Welcome password and reset password link expiration interval

Task overview: Managing Basic User Data by Using the UI [page 40]

Previous task: Resetting Accounts [page 51]

Next: Important Notes on Default Password Option [page 53]

8.7 Important Notes on Default Password Option

Using username, user ID, or email as default password introduce security risks. Starting from June 19, 2020, you
can’t use username, user ID, or email as default password when creating new jobs in Employee Import, Bulk
Employees Import, or Delta Employees Import, or adding new users in Manage Users. The import jobs that you
submitted prior to this date aren’t affected.

Functionality Impacted

● The Employee Import tool that is placed in both Admin Center of the instances that haven’t enabled Employee
Central and the Manage Scheduled Job page in Provisioning.
● The Bulk Employees Import tool that is placed in the Manage Scheduled Job page in Provisioning
● The Delta Employees Import that is placed in the Manage Scheduled Job page in Provisioning
● The Manage Users tool in Admin Center

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Managing Basic User Data by Using the UI PUBLIC 53
Users Impacted

This affects users created by Employee Import, Bulk Employees Import, Delta Employees Import, and Manage Users
and using SAP SuccessFactors password authentication. Integrated external learners, onboardees, and users using
SSO authentication aren’t impacted.

 Note

In instances that have been migrated to SAP Identity Authentication Service(IAS), the password policies are
handled within IAS and SAP SuccessFactors policies aren’t relevant.

What’s the Specific Product Behavior Change About Default Password After
June 19, 2020 ?

● Before June 19, 2020, you could specify username, user ID, email, or "System Generated" as the default
password for new users when creating new jobs in Employee Import, Bulk Employees Import, or Delta
Employees Import.
After June 19, 2020, to improve security, when creating new jobs,you can only use “System generated” as
default password, and the username, user ID, email options aren’t supported anymore. However, the
submitted jobs that you created through Provisioning Manage Scheduled Job prior to June 19, 2020
aren’t affected, regardless of whether you specified username, user ID, email, or “System generated” as the
default password option. For better security, we recommend that you enable Use System Generated Password
by Default in Admin Center Platform Feature Settings to override the default password settings to be
“System Generated” in all import jobs created through Provisioning.
● Before June 19, 2020, if you created new users in Manage Users, username was the default password for new
users. After June 19, 2020, “System generated” becomes the default password option.

What You Need to Do

With “System generated” as the default password option, how to ensure that new users can
reset password using emails.
If you’re creating new jobs in Employee Import, Bulk Employees Import, or Delta Employees Import, or adding new
users in Manage Users, be aware that only “System generated” is supported as the default password option after
June 19, 2020. To ensure that new users can reset password using a link in an email, perform the following steps:

Prerequisites: New users have a valid email address and can receive email notifications.

1. Enable the Welcome Message Notification with Reset Password Support template in Admin Center E-mail
Notification Template Settings .
2. Select the Send Welcome Message to New Users option in the Employee Import, Bulk Employees Import, or
Delta Employees Import in Provisioning or select Send welcome email to new users in Manage Users pages.

Result: New users will receive a welcome email containing the Set Password link after the import job completes.

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54 PUBLIC Managing Basic User Data by Using the UI
(Not recommended) Set initial password for new users in import file if they can’t receive emails.
If your users don’t have a valid email address or can’t receive email notifications, you might consider the following
workaround:

1. Add a “PASSWORD” column (column heading: PASSWORD; column label: PASSWORD) in the import file and
then provide valid passwords for new users in the column.
2. Select Use a system generated random password as the default password in Employee Import in Admin Center.
3. Import your file.
4. Inform new users their initial passwords offline.

 Caution

For better security, ask your users to reset passwords after first-time login.

How to change the existing password settings to be “System generated” in the submitted
import jobs.

If the submitted jobs that you created before June 19, 2020 in Provisioning Manage Scheduled Job specify
username, user ID, or email as the default password, then to improve security, you’re recommended to change the
password setting to be “System Generated” for the submitted jobs and then update the email settings if necessary
to ensure that new users can reset password using a link in an email.

1. Go to Admin Center Platform Feature Settings and enable the Use System Generated Password by
Default option to override the existing password setting to be "System Generated".
2. If the Send Welcome Message to New Users option isn’t selected in the submitted jobs, then you should go to
Admin Center Platform Feature Settings and enable the Send Welcome Message option to override the
existing welcome email setting to be "enabled".

 Note

Once the Use System Generated Password by Default and Send Welcome Message options are selected, the
default password and welcome message configuration in the new and existing import jobs are “System
Generated“and “enabled” respectively.

3. Enable the Welcome Message Notification with Reset Password Support template in Admin Center E-mail
Notification Template Settings .

Notes

 Recommendation

We recommend that you review the internal communication process about new account creation in your
company, for example, how to inform new employees of their initial login passwords, and then update it if
necessary.

If your SuccessFactors system has integrated with third-party applications using a default password that is
specified as username/userid/email, we recommend you to change this kind of integration because of security
risk. You can use a password that isn’t the same as username/userid/email in the import file for integration.

Managing User Information


Managing Basic User Data by Using the UI PUBLIC 55
If some users were created with username/userid/email as the default password and use these passwords for
login, ask them to reset their passwords as soon as possible using one of the following three methods:

● Users can reset passwords themselves by using the set password link (valid in 1-30 days, according to your
company-level password policy setting) in the welcome email notification
● Users can reset passwords themselves by navigating to Options Password in the system
● Admins can reset password for these users using Admin Center Reset User Passwords and deliver new
passwords to users offline. See the Related Links section on how to reset user passwords.
Password Changed Notifications with a set password link will be sent to users when the Password Changed
email notification with the [[SET_PASSWORD_URL]] token has been enabled in E-mail Notification Template
Settings and the option of user email notification is turned on in Admin Center Change User Email
Notification .

Parent topic: Managing Basic User Data by Using the UI [page 40]

Previous task: Configuring Password and Login Policy [page 52]

Next task: Resetting Passwords [page 56]

Related Information

Enabling the Forget Password Function [page 57]


Resetting User Passwords [page 58]

8.8 Resetting Passwords

Sometimes users might forget their passwords and can’t log in to SuccessFactors, so they need to reset
passwords. You can either allow users to reset their own passwords or you reset their passwords in Admin Center
on request.

Allowing Users to Reset Their Own Passwords [page 57]


It is convenient if users can reset their own passwords whenever they forget them. The system can
generate a new temporary password when users retrieve a forgotten password.

Resetting User Passwords [page 58]


If you don't want users to reset passwords themselves because of security issues, or users prefer to
contact admins when they forget passwords, you can reset the passwords for them.

Task overview: Managing Basic User Data by Using the UI [page 40]

Previous: Important Notes on Default Password Option [page 53]

Next: Hide Username in the UI [page 61]

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56 PUBLIC Managing Basic User Data by Using the UI
8.8.1 Allowing Users to Reset Their Own Passwords

It is convenient if users can reset their own passwords whenever they forget them. The system can generate a new
temporary password when users retrieve a forgotten password.

Context

To allow users to reset their own passwords, you need to first enable the forget password function in the company
password policy. Then, turn on the system email notification so users can receive retrieving password emails sent
by the system. You can also customize the email template to meet your business needs.

1. Enabling the Forget Password Function [page 57]


If you want to allow users to reset their own passwords, you can enable this function by updating your
company password policy.
2. Enabling and Customizing Reset Password E-mail Template [page 58]
E-mail notifications are sent to users automatically to alert them of events or changes to their information.
You can select the notifications to send by turning each notification on or off, and customize the e-mail
template to meet your business needs.

8.8.1.1 Enabling the Forget Password Function

If you want to allow users to reset their own passwords, you can enable this function by updating your company
password policy.

Procedure

1. Go to Admin Center.
2. In the tools search field, type Password & Login Policy Settings.
3. Select Enable Forget Password feature, and choose one of the following options:

Option Description

Reset Password using a URL accessed through an email link The user receives a system email containing a link through
which they can reset the password.

Reset passwords using security questions accessed through The user receives a system email containing a link where the
email link user must answer security questions correctly before reset­
ting the password.

Reset passwords using security questions accessed through The user is redirected to the security question page where
the system the user must answer correctly before resetting the pass­
word.

4. Click Set Password & Login Policy to save your changes.

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Managing Basic User Data by Using the UI PUBLIC 57
For more information about password settings, see Configuring Password and Login Policy [page 52].

Task overview: Allowing Users to Reset Their Own Passwords [page 57]

Next task: Enabling and Customizing Reset Password E-mail Template [page 58]

8.8.1.2 Enabling and Customizing Reset Password E-mail


Template

E-mail notifications are sent to users automatically to alert them of events or changes to their information. You can
select the notifications to send by turning each notification on or off, and customize the e-mail template to meet
your business needs.

Context

Enable the Reset Password Successful Notification so users can receive retrieving password e-mails after they reset
their passwords. You can also customize the e-mail template if needed. For more information, see Configuring e-
mail Notifications [page 42].

Task overview: Allowing Users to Reset Their Own Passwords [page 57]

Previous task: Enabling the Forget Password Function [page 57]

8.8.2 Resetting User Passwords

If you don't want users to reset passwords themselves because of security issues, or users prefer to contact
admins when they forget passwords, you can reset the passwords for them.

Context

Before resetting passwords, first you must turn on the email notifications so that users can get notified when their
passwords are reset. Then, reset passwords according to user requests.

1. Enabling and Customizing Password Changed E-mail Template [page 59]


E-mail notifications are sent to users automatically to alert them of events or changes to their information.
You can select the notifications to send by turning each notification on or off, and customize the e-mail
template to meet your business needs.

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58 PUBLIC Managing Basic User Data by Using the UI
2. Resetting User Passwords [page 59]
You can choose to reset passwords for a single user or a group of users.

8.8.2.1 Enabling and Customizing Password Changed E-mail


Template

E-mail notifications are sent to users automatically to alert them of events or changes to their information. You can
select the notifications to send by turning each notification on or off, and customize the e-mail template to meet
your business needs.

Context

Enable the Password Changed Notification so users can be notified when their passwords are reset by admins. For
more information, see Configuring e-mail Notifications [page 42].

Task overview: Resetting User Passwords [page 58]

Next task: Resetting User Passwords [page 59]

8.8.2.2 Resetting User Passwords

You can choose to reset passwords for a single user or a group of users.

Prerequisites

You have the role-based permission of Reset User Passwords under Manage User admin permissions.

Procedure

1. Go to Admin Center.
2. In the tools search field, type Reset User Passwords.
3. Choose one of the following ways to reset passwords:

Option Description

Reset individual user password (with supplied password) To reset one user's password to a specific new one.

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Managing Basic User Data by Using the UI PUBLIC 59
Option Description

Reset individual user password To reset one user's password to a system-generated one.

Reset group of users passwords To reset passwords for a specific group of users to system-
generated passwords at once.

4. Search the user or a specific group of users. Select the users that you want to reset passwords for.
5. Conditional: Type the new password if you're using the Reset individual user password (with supplied password)
option.
6. Click Reset User Passwords.

Results

Users receive system e-mail notifications once their passwords are reset. When users log into the system, a
Password Change window pops up, requiring users to update their passwords. Please note that in Employee
Central-enabled instances, the password that gets updated is the password of the login account, and might not be
the password of the main user on the homepage.

If "security questions" have been enabled in the instance, then users will be prompted to choose security questions
before they enter the new password.

Task overview: Resetting User Passwords [page 58]

Previous task: Enabling and Customizing Password Changed E-mail Template [page 59]

Related Information

Enabling the Forget Password Function [page 57]

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60 PUBLIC Managing Basic User Data by Using the UI
8.9 Hide Username in the UI

You can enable theHide Username in the UI feature from Admin Center Platform Feature Settings to hide
username on the Global Header and the employee quickcard as well as the search user interfaces that have
adopted People Search.

User interfaces that are affected by the Hide Username in the UI option

By default, this option is off. Once you enable it, the username will be hidden on the Global Header and employee
quickcard, and you cannot run a username search or see username in the search results in the following search
interfaces:

● Global Header Search


● Org Chart people Search, including Position Org Chart Search, Directory Search, Succession Org Chart Search,
and Succession Lineage Chart/ Talent Search
● Employee Profile People Search
● People Search in Manage Users
● People Search for manager field.
In Employee Central-enabled instances, if administrators want to add or update user’s managers (such as
manager, HR manager, matrix/custom/proxy/second managers…etc.) from People Profile blocks (for example,
Employee Information, Job Relationships) or use Add New Employee to hire new employee, then username will
be hidden.
● Person Search in Change Audit Report
● Person Search in Data Subject Information
● People Search in Check Tool
● People Search in Manage Workflow Requests
● People Search in Manage Login Accounts

 Note

In all the above search interfaces except the Person Search in Data Subject Information, user cannot be
searched by username unless their username is the same as user ID. In Person Search in Data Subject
Information, however, user cannot be searched out by username even though their username is the same as
user ID.

User interfaces that are NOT affected by the Hide Username in the UI option

The following interfaces aren't affected by the Hide Username in the UI option, and administrators can continue
using username to search for users even though this option is enabled. .

● Search interfaces in the following admin tools : Reset User Account, Reset User Passwords, Send User
Welcome Email, Change Email Notification Setting, Manage Support Access, Manage Permission Group,
Manage Role-Based Permission Access, Manage Employee Group, User Role Search, View User Permission,

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Managing Basic User Data by Using the UI PUBLIC 61
Proxy Management, Advanced Search in Manage Users, Data Retention Management, Rehire Inactive
Employee,and others
● Standard Element “Username” on People Profile: If customer configure standard-element “Username” as a
field on People Profile, username is displayed, regardless of whether this option is on or off.
.

Parent topic: Managing Basic User Data by Using the UI [page 40]

Previous task: Resetting Passwords [page 56]

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62 PUBLIC Managing Basic User Data by Using the UI
9 Managing Basic User Data by Using a Data
File

To add or update user data for multiple users in one go, you can upload a user data file that contains all your
changes to SuccessFactors.

Context

You can upload or download a user data file by using the Employee Import or Employee Export tools. These tools
can be accessed in the following ways:

Access Employee Import through... Access Employee Export through...

Admin Center Employee Import Admin Center Employee Export

Admin Center Manage Users Import Users User Admin Center Manage Users Export Users User

We have universally enabled the delta mode in Employee Import and Basic User Import. The delta mode considers
the rows changed in the import file. Only the data records that have actual changes will be imported, and the
unchanged rows will not be updated to the system again. The delta mode helps reduce import time and improve
import performance. Before, when you updated user information using Employee Import or Basic User Import, all
records were imported.

1. Preparing a User Data File [page 64]


A user data file is a Comma-Separated Value (CSV) file that contains basic information about your users,
such as username and manager hierarchy, as well as any additional information that your company uses.
Prepare your own user data file before you upload it to the system.
2. Permissions for Importing Users [page 93]
Permissions are required if you want to upload user data using the Employee Import tool.
3. Importing User Data [page 94]
To update the system with your user data changes, you can upload a user data file to SAP SuccessFactors.

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Managing Basic User Data by Using a Data File PUBLIC 63
9.1 Preparing a User Data File

A user data file is a Comma-Separated Value (CSV) file that contains basic information about your users, such as
username and manager hierarchy, as well as any additional information that your company uses. Prepare your own
user data file before you upload it to the system.

Context

If you are preparing a user data file for the first time, you can start by downloading an import file template, and view
it to see what fields to include. You can also download all existing user data in the system and make changes based
on it.

Downloading a User Data Template [page 65]


If you want to create a new user data file, we recommend that you download the template and use it as the
basis for your file. The template includes all required formatting, header rows, and data columns.

Exporting User Data [page 66]


If you want to change user data, download the existing user data first. Make your changes in the
downloaded file, then upload it back to SuccessFactors.

General Tips for the User Data File [page 67]


To upload your user data file, the file must be formatted correctly and have all required fields.

Field Requirements for the User Data File [page 69]


Refer to the tables to make sure that the values you entered in your user data file meet the requirements.

Supported Characters [page 74]


Not all characters can be used in all fields of the User Data File, or in the information appearing on the Log
On page. Specifically, the following table shows which characters can be used where.

Supported Time Zone [page 75]


Refer to this table to find the mapping relationship among the Time Zone ID, short name, and long name.

Task overview: Managing Basic User Data by Using a Data File [page 63]

Next task: Permissions for Importing Users [page 93]

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64 PUBLIC Managing Basic User Data by Using a Data File
9.1.1 Downloading a User Data Template

If you want to create a new user data file, we recommend that you download the template and use it as the basis for
your file. The template includes all required formatting, header rows, and data columns.

Prerequisites

● You have the role-based permission of Employee Export under Manage User admin permissions.
● If you do NOT want to include assignment ID in the template, select the Exclude Assignment ID Column from
the User Data Template checkbox in Admin Center Platform Feature Settings . This checkbox is not
selected by default.

Context

The template is stored in the system and you can download it at any time. Use the template so that your file can be
formatted correctly to upload.

Procedure

1. Go to Admin Center.
2. In the tools search field, type Employee Export.
3. Optional: If you want a file containing only the required fields, omitting any empty or custom fields, select Short
format: only system fields.
4. If your file uses languages with specific character types, like Chinese characters, select the correct encoding
from the Character Encoding dropdown menu so that the system can recognize the characters.
5. Click Export Template to download the template.

Results

Now you can add your user data to the template you downloaded.

Task overview: Preparing a User Data File [page 64]

Related Information

Exporting User Data [page 66]

Managing User Information


Managing Basic User Data by Using a Data File PUBLIC 65
General Tips for the User Data File [page 67]
Field Requirements for the User Data File [page 69]
Supported Characters [page 74]
Supported Time Zone [page 75]

9.1.2 Exporting User Data

If you want to change user data, download the existing user data first. Make your changes in the downloaded file,
then upload it back to SuccessFactors.

Prerequisites

You have the role-based permission of Employee Export under Manage User admin permissions.

Context

When you download a user data file, you are downloading the data that is currently stored in SuccessFactors.

 Note

As of Q2 2019, the CSV Injection Protection is enabled for all NEW instances by default for greater system
security. If the User Data file (.csv) contains insecure content, the content is added as an apostrophe in the
fields and will not trigger a command. Old instances are not impacted by this change, but if you are still using
the insecure content in the file for some purpose, you should stop using it and find other ways. We do not
recommend you add insecure content into the Use Data file.

If you want to enable the CSV Injection Protection for instances created prior to Q2 2019, contact SAP Cloud
Support.

Procedure

1. Go to Admin Center.
2. In the tools search field, type Employee Export.
3. Expand the Specify Export Options section and select any of the following options:

Option Description

Valid users only To get a file containing only active users.

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66 PUBLIC Managing Basic User Data by Using a Data File
Option Description

Short format: only system fields To get a file containing only the required fields, omitting any
empty or custom fields.

Include additional identifiers To get a file containing extra identifiers, like PERSON_GUID
and PERSON_ID_EXTERNAL.

4. Expand the Specify File Language Format and Batch/Scheduled Processing Options section.
a. If your file uses languages with specific character types, like Chinese characters, select the correct
encoding from the Character Encoding dropdown menu so that the system can recognize the characters.
b. Select Export as a batch process if you have a large number of records. By selecting this, you can continue
working on other tasks in SuccessFactors while the export runs. Check back later to see if it is completed.
5. Expand the Specify Compensation Data Updating Options section. Select the option in it if you want to include
compensation data in the exported file.
6. Click Export User File to start the export.

Task overview: Preparing a User Data File [page 64]

Related Information

Downloading a User Data Template [page 65]


General Tips for the User Data File [page 67]
Field Requirements for the User Data File [page 69]
Supported Characters [page 74]
Supported Time Zone [page 75]

9.1.3 General Tips for the User Data File

To upload your user data file, the file must be formatted correctly and have all required fields.

 Caution

We recommend that you use the provided template for creating your own user data file. The template can be
exported from the system anytime. All fields are case-sensitive. If you don't populate a field, please don't
include the field in the user data file. Blank fields wipe out existing data in the database.

Read the following tips before preparing the user data file:

● File Format
The file must be in the Comma-Separated Value (*.csv) format.
● Header Rows
The first two rows of the data file template are header rows. Row 1 is a header row that displays the system keys
that are used to organize user data. Row 2 is a header row that displays the column labels identifying employee
data, which is displayed in SuccessFactors.

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Managing Basic User Data by Using a Data File PUBLIC 67
 Caution

Do not change row 1. Replicate this row exactly as you see it in the template. Note that all texts are in
uppercase. You can customize row 2 to meet your company needs. Both the two rows are required.

● The First Two Columns


The first two columns in the second header row must be the STATUS and USERID.
● Required Columns
The file must contain all the required columns. Below are the required columns:
○ STATUS
○ USERID
○ USERNAME
○ FIRSTNAME
○ LASTNAME
○ EMAIL
○ GENDER
○ MANAGER
○ HR
○ DEPARTMENT
○ TIMEZONE

 Note

Currently, the "User ID" column is required while "Assignment ID" is optional in the user data file. If you do
not input a value in "Assignment ID", the system will populate the value from user ID to assignment ID after
the import job completes.

● Employee Order
The order of the employees in your file is important. A manager's and HR representative's user IDs must exist
in the database before you add an employee, because employees are added to the system in the order that
they appear in your file. Add employees in your file in the following order:
1. Managers
2. HR representatives
3. Employees

 Note

User data files contain sensitive information. When you download a user data file, you're removing the data
from a secure environment. We recommend that you take precautions to safeguard this information.

Parent topic: Preparing a User Data File [page 64]

Related Information

Downloading a User Data Template [page 65]


Exporting User Data [page 66]
Field Requirements for the User Data File [page 69]

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68 PUBLIC Managing Basic User Data by Using a Data File
Supported Characters [page 74]
Supported Time Zone [page 75]

9.1.4 Field Requirements for the User Data File

Refer to the tables to make sure that the values you entered in your user data file meet the requirements.

Required columns of the user data file

The following table describes the data columns required for the user data file. You must include these columns in
your user data file.

Column Description Valid values and requirements

STATUS Determines whether the employee is an Your options are:


active or inactive employee.
● Active = The employee can log in,
use all available features, and will
show up in search results and
reports.
● Inactive = The employee can't log in.
All employee information and forms
remain in the system, but are frozen
in their current state. Inactive
employees don't show up in search
results but can be filtered out in
reports.

Must be the first column in the file.

USERID The unique identifier of the user entity. Must be the second column in the file.

The USERID is used for tracking Must be unique in the system.


individual employee records in the
Must be present during each upload.
system. The USERID is permanently
associated with the employee. Must be at least four characters long.

Can never be changed, even if the


employee's name changes.

Accordingly, USERID should not contain


data that is considered confidential,
such as social security number.

USERNAME The unique username assigned to the Must be unique in the system.
employee.
Must be from 1 through 100 characters
long.

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Managing Basic User Data by Using a Data File PUBLIC 69
Column Description Valid values and requirements

The USERNAME is used to log into Can be changed as needed, for example,
SuccessFactors. when a person marries and wants to use
a different name.

Visible in a variety of places to all end


users. Accordingly, USERNAME should
not contain data that is considered
confidential, such as social security
number.

FIRSTNAME The employee's first name. This name Must be from 1 through 128 characters
will be displayed in SuccessFactors. long.

LASTNAME The employee's last name. This name Must be from 1 through 128 characters
will be displayed in SuccessFactors. long.

GENDER The gender of the employee. Your options are:

Writing Assistant needs this information ● M = Male


to use the correct gender pronoun (for ● F = Female
example, he/his or she/her) when
suggesting feedback text.

EMAIL The complete e-mail address of the Must be a complete e-mail address, for
example [email protected].
employee.

Used for notifications, alerts, and


resetting passwords.

MANAGER The employee's manager. Your options are:

● Manager’s USERID.

 Note
Don't use the manager’s
username.

● NO_MANAGER = The highest level


employee or any employee without
a manager, such as a CEO.

 Note
Enter NO_MANAGER for any
employee without a manager.
Don't leave this field empty,
otherwise the user is not able to
log in to the system.

HR The human resources (HR) Your options are:


representative assigned to the
employee.

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70 PUBLIC Managing Basic User Data by Using a Data File
Column Description Valid values and requirements

● HR representative's USERID.

 Note
Don't use the HR
representative's username.

● NO_HR = No HR representative is
assigned to the employee.

 Note
Enter NO_HR for any employee
without an HR representative.
You can't leave this column
empty.

DEPARTMENT The department in which the employee Can be renamed to use as a filter when
searching for employees.
works.

Used as a filter for finding employees.

TIMEZONE The time zone in which the employee If you don't specify a value, Eastern
works.
Standard Time (EST) is used by default.

Optional columns of the user data file

The following table describes the optional data columns of the user data template. Some columns in your file might
be different.

Column Description Valid values and requirements

MI The employee's middle name. This name Must be from 1 through 128 characters
will be shown in SuccessFactors. long.

JOBCODE The code assigned to the employee’s job Must be an existing job code.

role.

The JOBCODE is used to determine


which role-specific competencies are au­
tomatically displayed in the employee's
review forms.

DIVISION The division in which the employee Can be renamed to use as a filter when
searching for employees.
works.

Used as a filter for finding employees.

Managing User Information


Managing Basic User Data by Using a Data File PUBLIC 71
Column Description Valid values and requirements

LOCATION The location where the employee works. Can be renamed to use as a filter when
searching for employees.
Used as a filter for finding employees.

HIREDATE The date on which the employee was


hired.

EMPID The employee's employee ID. Must not be longer than 256 characters.

TITLE The employee's title. Must not be longer than 256 characters.

BIZ_PHONE The employee's work phone number. Must not be longer than 256 characters.

FAX The employee's fax number. Must not be longer than 256 characters.

ADDR1 The employee's address. Must not be longer than 256 characters.

ADDR2

CITY

STATE

ZIP

COUNTRY

REVIEW_FREQ Frequency of the employee's perform­ Must not be longer than 256 characters.
ance reviews, for example Annual.

LAST_REVIEW_DATE The date of the employee's last review. Must not be longer than 256 characters.

CUSTOM01-CUSTOM15 Customizable fields that can be used You can create up to 15 custom fields.
across modules for filtering, reporting,
permissions, and administrative tasks.

MATRIX_MANAGER The employee's dotted line manager. The USERID of the employee’s dotted
line manager.

Can include multiple managers. The syn­


tax is to separate the manager USERIDs
with pipe (|) characters. Example:
gsmith624|sholmes423|smaddox666.

DEFAULT_LOCALE The default locale used by the system for If blank, the value defined for your com­
this user. Usually the locale value coin­ pany is used.
cides with the user's language and coun­
try, for example en_US or en_UK.  Note
The language of the locale value
must have been enabed in Provision­
ing. If a disabled language is used in
this field, the system language on the
UI will be incorrect.

Managing User Information


72 PUBLIC Managing Basic User Data by Using a Data File
Column Description Valid values and requirements

PROXY The person who acts on behalf of the em­ The USERID of the proxy.
ployee.
Can include multiple proxy holders. The
syntax is to separate the proxy holder IDs
with pipe (|) characters. Example: admin|
sholmes423|smaddox666.

CUSTOM_MANAGER The employee's custom manager. The USERID of the employee’s custom
manager.

Can include multiple managers. The syn­


tax is to separate the manager USERIDs
with pipe (|) characters. Example:
gsmith624|sholmes423|smaddox666.

SECOND_MANAGER The employee's second manager. The USERID of the employee’s second
manager.

EXITDATE The date on which the user exits the


company or the date on which the em­
ployment is terminated in Employee Cen­
tral.

NICKNAME The nickname of the user. Must be from 1 through 128 characters
long.

SUFFIX The suffix of the user, for example, "Sr." Must be from 1 through 128 characters
and "Jr.". long.

SALUTATION The salutation of the user. Must be from 1 through 128 characters
long.

ASSIGNMENT_ID_EXTERNAL The assignment ID of the user ● Be the last column in the file
● For new users, assignment ID must
be the same as user ID.
● Can only be changed using the con­
vertAssignmentIdExternal function
import.

Parent topic: Preparing a User Data File [page 64]

Related Information

Downloading a User Data Template [page 65]


Exporting User Data [page 66]
General Tips for the User Data File [page 67]
Supported Characters [page 74]
Supported Time Zone [page 75]

Managing User Information


Managing Basic User Data by Using a Data File PUBLIC 73
9.1.5 Supported Characters

Not all characters can be used in all fields of the User Data File, or in the information appearing on the Log On page.
Specifically, the following table shows which characters can be used where.

Characters Description Company ID User Id Username Password

a through z Lowercase letters Y Y Y Y

A through Z Uppercase letters Y Y Y Y

0 through 9 Numerals Y Y Y Y

_ Underscore Y Y Y Y

- Hyphen N Y Y Y

@ At sign N Y Y Y

. Period N Y Y Y

~ Tilde N N Y Y

! Exclamation mark N N Y Y

# Pound sign N N Y Y

$ Dollar sign N N Y Y

% Percent sign N N Y Y

& Ampersand N N Y Y

* Asterisk N N Y Y

+ Plus sign N N Y Y

' Single quote N N Y Y

` Accent grave N N Y Y

? Question mark N N Y Y

= Equal sign N N N Y

^ Caret N N N Y

( Left Parenthesis N N N Y

) Right Parenthesis N N N Y

, Comma N N N Y

/ Slash N N N Y

; Semicolon N N N Y

[ Left bracket N N N Y

] Right bracket N N N Y

< Less than N N N Y

> Greater than N N N Y

: Colon N N N Y

" Double quote N N N Y

Managing User Information


74 PUBLIC Managing Basic User Data by Using a Data File
Characters Description Company ID User Id Username Password

{ Left braces N N N Y

} Right braces N N N Y

\ Back slash N N N Y

| Pipe sign N N N Y

Space N N N N

Parent topic: Preparing a User Data File [page 64]

Related Information

Downloading a User Data Template [page 65]


Exporting User Data [page 66]
General Tips for the User Data File [page 67]
Field Requirements for the User Data File [page 69]
Supported Time Zone [page 75]

9.1.6 Supported Time Zone

Refer to this table to find the mapping relationship among the Time Zone ID, short name, and long name.

ID Short Name Long Name

Etc/GMT+12 GMT-12:00 GMT-12:00

Etc/GMT+11 GMT-11:00 GMT-11:00

MIT WST West Samoa Time

Pacific/Apia WST West Samoa Time

Pacific/Midway SST Samoa Standard Time

Pacific/Niue NUT Niue Time

Pacific/Pago_Pago SST Samoa Standard Time

Pacific/Samoa SST Samoa Standard Time

US/Samoa SST Samoa Standard Time

America/Adak HADT Hawaii-Aleutian Daylight Time

America/Atka HADT Hawaii-Aleutian Daylight Time

Etc/GMT+10 GMT-10:00 GMT-10:00

HST HST Hawaii Standard Time

Managing User Information


Managing Basic User Data by Using a Data File PUBLIC 75
ID Short Name Long Name

Pacific/Fakaofo TKT Tokelau Time

Pacific/Honolulu HST Hawaii Standard Time

Pacific/Johnston HST Hawaii Standard Time

Pacific/Rarotonga CKT Cook Is. Time

Pacific/Tahiti TAHT Tahiti Time

SystemV/HST10 HST Hawaii Standard Time

US/Aleutian HADT Hawaii-Aleutian Daylight Time

US/Hawaii HST Hawaii Standard Time

Pacific/Marquesas MART Marquesas Time

AST AKDT Alaska Daylight Time

America/Anchorage AKDT Alaska Daylight Time

America/Juneau AKDT Alaska Daylight Time

America/Nome AKDT Alaska Daylight Time

America/Yakutat AKDT Alaska Daylight Time

Etc/GMT+9 GMT-09:00 GMT-09:00

Pacific/Gambier GAMT Gambier Time

SystemV/YST9 AKST Alaska Standard Time

SystemV/YST9YDT AKST Alaska Standard Time

US/Alaska AKDT Alaska Daylight Time

America/Dawson PDT Pacific Daylight Time

America/Ensenada PST Pacific Standard Time

America/Los_Angeles PDT Pacific Daylight Time

America/Tijuana PST Pacific Standard Time

America/Vancouver PDT Pacific Daylight Time

America/Whitehorse PDT Pacific Daylight Time

Canada/Pacific PDT Pacific Daylight Time

Canada/Yukon PDT Pacific Daylight Time

Etc/GMT+8 GMT-08:00 GMT-08:00

Mexico/BajaNorte PST Pacific Standard Time

PST PDT Pacific Daylight Time

PST8PDT PDT Pacific Daylight Time

Pacific/Pitcairn PST Pitcairn Standard Time

SystemV/PST8 PST Pacific Standard Time

SystemV/PST8PDT PST Pacific Standard Time

US/Pacific PDT Pacific Daylight Time

Managing User Information


76 PUBLIC Managing Basic User Data by Using a Data File
ID Short Name Long Name

US/Pacific-New PDT Pacific Daylight Time

America/Boise MDT Mountain Daylight Time

America/Cambridge_Bay MDT Mountain Daylight Time

America/Chihuahua MST Mountain Standard Time

America/Dawson_Creek MST Mountain Standard Time

America/Denver MDT Mountain Daylight Time

America/Edmonton MDT Mountain Daylight Time

America/Hermosillo MST Mountain Standard Time

America/Inuvik MDT Mountain Daylight Time

America/Mazatlan MST Mountain Standard Time

America/Phoenix MST Mountain Standard Time

America/Shiprock MDT Mountain Daylight Time

America/Yellowknife MDT Mountain Daylight Time

Canada/Mountain MDT Mountain Daylight Time

Etc/GMT+7 GMT-07:00 GMT-07:00

MST MST Mountain Standard Time

MST7MDT MDT Mountain Daylight Time

Mexico/BajaSur MST Mountain Standard Time

Navajo MDT Mountain Daylight Time

PNT MST Mountain Standard Time

SystemV/MST7 MST Mountain Standard Time

SystemV/MST7MDT MST Mountain Standard Time

US/Arizona MST Mountain Standard Time

US/Mountain MDT Mountain Daylight Time

America/Belize CST Central Standard Time

America/Cancun CST Central Standard Time

America/Chicago CDT Central Daylight Time

America/Costa_Rica CST Central Standard Time

America/El_Salvador CST Central Standard Time

America/Guatemala CST Central Standard Time

America/Indiana/Knox CDT Central Daylight Time

America/Indiana/Petersburg CDT Central Daylight Time

America/Indiana/Vincennes CDT Central Daylight Time

America/Knox_IN EDT Eastern Daylight Time

America/Managua CST Central Standard Time

Managing User Information


Managing Basic User Data by Using a Data File PUBLIC 77
ID Short Name Long Name

America/Menominee CDT Central Daylight Time

America/Merida CST Central Standard Time

America/Mexico_City CST Central Standard Time

America/Monterrey CST Central Standard Time

America/North_Dakota/Center CDT Central Daylight Time

America/North_Dakota/New_Salem CDT Central Daylight Time

America/Rainy_River CDT Central Daylight Time

America/Rankin_Inlet CDT Central Daylight Time

America/Regina CST Central Standard Time

America/Swift_Current CST Central Standard Time

America/Tegucigalpa CST Central Standard Time

America/Winnipeg CDT Central Daylight Time

CST CDT Central Daylight Time

CST6CDT CDT Central Daylight Time

Canada/Central CDT Central Daylight Time

Canada/East-Saskatchewan CST Central Standard Time

Canada/Saskatchewan CST Central Standard Time

Chile/EasterIsland EAST Easter Is. Time

Etc/GMT+6 GMT-06:00 GMT-06:00

Mexico/General CST Central Standard Time

Pacific/Easter EAST Easter Is. Time

Pacific/Galapagos GALT Galapagos Time

SystemV/CST6 CST Central Standard Time

SystemV/CST6CDT CST Central Standard Time

US/Central CDT Central Daylight Time

US/Indiana-Starke EDT Eastern Daylight Time

America/Atikokan EST Eastern Standard Time

America/Bogota COT Colombia Time

America/Cayman EST Eastern Standard Time

America/Coral_Harbour EST Eastern Standard Time

America/Detroit EDT Eastern Daylight Time

America/Eirunepe ACT Acre Time

America/Fort_Wayne EDT Eastern Daylight Time

America/Grand_Turk EST Eastern Standard Time

America/Guayaquil ECT Ecuador Time

Managing User Information


78 PUBLIC Managing Basic User Data by Using a Data File
ID Short Name Long Name

America/Havana CST Central Standard Time

America/Indiana/Indianapolis EDT Eastern Daylight Time

America/Indiana/Marengo EDT Eastern Daylight Time

America/Indiana/Vevay EDT Eastern Daylight Time

America/Indianapolis EDT Eastern Daylight Time

America/Iqaluit EDT Eastern Daylight Time

America/Jamaica EST Eastern Standard Time

America/Kentucky/Louisville EDT Eastern Daylight Time

America/Kentucky/Monticello EDT Eastern Daylight Time

America/Lima PET Peru Time

America/Louisville EDT Eastern Daylight Time

America/Montreal EDT Eastern Daylight Time

America/Nassau EST Eastern Standard Time

America/New_York EDT Eastern Daylight Time

America/Nipigon EDT Eastern Daylight Time

America/Panama EST Eastern Standard Time

America/Pangnirtung EDT Eastern Daylight Time

America/Port-au-Prince EST Eastern Standard Time

America/Porto_Acre ACT Acre Time

America/Rio_Branco ACT Acre Time

America/Thunder_Bay EDT Eastern Daylight Time

America/Toronto EDT Eastern Daylight Time

Brazil/Acre ACT Acre Time

Canada/Eastern EDT Eastern Daylight Time

Cuba CST Central Standard Time

EST EST Eastern Standard Time

EST5EDT EDT Eastern Daylight Time

Etc/GMT+5 GMT-05:00 GMT-05:00

IET EDT Eastern Daylight Time

Jamaica EST Eastern Standard Time

SystemV/EST5 EST Eastern Standard Time

SystemV/EST5EDT EST Eastern Standard Time

US/East-Indiana EDT Eastern Daylight Time

US/Eastern EDT Eastern Daylight Time

US/Michigan EDT Eastern Daylight Time

Managing User Information


Managing Basic User Data by Using a Data File PUBLIC 79
ID Short Name Long Name

America/Anguilla AST Atlantic Standard Time

America/Antigua AST Atlantic Standard Time

America/Aruba AST Atlantic Standard Time

America/Asuncion PYT Paraguay Time

America/Barbados AST Atlantic Standard Time

America/Blanc-Sablon AST Atlantic Standard Time

America/Boa_Vista AMT Amazon Time

America/Campo_Grande AMT Amazon Time

America/Caracas VET Venezuela Time

America/Cuiaba AMT Amazon Time

America/Curacao AST Atlantic Standard Time

America/Dominica AST Atlantic Standard Time

America/Glace_Bay ADT Atlantic Daylight Time

America/Goose_Bay ADT Atlantic Daylight Time

America/Grenada AST Atlantic Standard Time

America/Guadeloupe AST Atlantic Standard Time

America/Guyana GYT Guyana Time

America/Halifax ADT Atlantic Daylight Time

America/La_Paz BOT Bolivia Time

America/Manaus AMT Amazon Time

America/Martinique AST Atlantic Standard Time

America/Moncton ADT Atlantic Daylight Time

America/Montserrat AST Atlantic Standard Time

America/Port_of_Spain AST Atlantic Standard Time

America/Porto_Velho AMT Amazon Time

America/Puerto_Rico AST Atlantic Standard Time

America/Santiago CLT Chile Time

America/Santo_Domingo AST Atlantic Standard Time

America/St_Kitts AST Atlantic Standard Time

America/St_Lucia AST Atlantic Standard Time

America/St_Thomas AST Atlantic Standard Time

America/St_Vincent AST Atlantic Standard Time

America/Thule ADT Atlantic Daylight Time

America/Tortola AST Atlantic Standard Time

America/Virgin AST Atlantic Standard Time

Managing User Information


80 PUBLIC Managing Basic User Data by Using a Data File
ID Short Name Long Name

Antarctica/Palmer CLT Chile Time

Atlantic/Bermuda ADT Atlantic Daylight Time

Atlantic/Stanley FKST Falkland Is. Summer

Brazil/West AMT Amazon Time

Canada/Atlantic ADT Atlantic Daylight Time

Chile/Continental CLT Chile Time

Etc/GMT+4 GMT-04:00 GMT-04:00

PRT AST Atlantic Standard Time

SystemV/AST4 AST Atlantic Standard Time

SystemV/AST4ADT AST Atlantic Standard Time

America/St_Johns NDT Newfoundland Daylight Time

CNT NDT Newfoundland Daylight Time

Canada/Newfoundland NDT Newfoundland Daylight Time

AGT ART Argentine Time

America/Araguaina BRT Brasilia Time

America/Argentina/Buenos_Aires ART Argentine Time

America/Argentina/Catamarca ART Argentine Time

America/Argentina/ComodRivadavia ART Argentine Time

America/Argentina/Cordoba ART Argentine Time

America/Argentina/Jujuy ART Argentine Time

America/Argentina/La_Rioja ART Argentine Time

America/Argentina/Mendoza ART Argentine Time

America/Argentina/Rio_Gallegos ART Argentine Time

America/Argentina/San_Juan ART Argentine Time

America/Argentina/Tucuman ART Argentine Time

America/Argentina/Ushuaia ART Argentine Time

America/Bahia BRT Brasilia Time

America/Belem BRT Brasilia Time

America/Buenos_Aires ART Argentine Time

America/Catamarca ART Argentine Time

America/Cayenne GFT French Guiana Time

America/Cordoba ART Argentine Time

America/Fortaleza BRT Brasilia Time

America/Godthab WGT Western Greenland Time

America/Jujuy ART Argentine Time

Managing User Information


Managing Basic User Data by Using a Data File PUBLIC 81
ID Short Name Long Name

America/Maceio BRT Brasilia Time

America/Mendoza ART Argentine Time

America/Miquelon PMDT Pierre & Miquelon Daylight Time

America/Montevideo UYT Uruguay Time

America/Paramaribo SRT Suriname Time

America/Recife BRT Brasilia Time

America/Rosario ART Argentine Time

America/Sao_Paulo BRT Brasilia Time

Antarctica/Rothera ROTT Rothera Time

BET BRT Brasilia Time

Brazil/East BRT Brasilia Time

Etc/GMT+3 GMT-03:00 GMT-03:00

America/Noronha FNT Fernando de Noronha Time

Atlantic/South_Georgia GST South Georgia Standard Time

Brazil/DeNoronha FNT Fernando de Noronha Time

Etc/GMT+2 GMT-02:00 GMT-02:00

America/Scoresbysund EGT Eastern Greenland Time

Atlantic/Azores AZOT Azores Time

Atlantic/Cape_Verde CVT Cape Verde Time

Etc/GMT+1 GMT-01:00 GMT-01:00

Africa/Abidjan GMT Greenwich Mean Time

Africa/Accra GMT Greenwich Mean Time

Africa/Bamako GMT Greenwich Mean Time

Africa/Banjul GMT Greenwich Mean Time

Africa/Bissau GMT Greenwich Mean Time

Africa/Casablanca WET Western European Time

Africa/Conakry GMT Greenwich Mean Time

Africa/Dakar GMT Greenwich Mean Time

Africa/El_Aaiun WET Western European Time

Africa/Freetown GMT Greenwich Mean Time

Africa/Lome GMT Greenwich Mean Time

Africa/Monrovia GMT Greenwich Mean Time

Africa/Nouakchott GMT Greenwich Mean Time

Africa/Ouagadougou GMT Greenwich Mean Time

Africa/Sao_Tome GMT Greenwich Mean Time

Managing User Information


82 PUBLIC Managing Basic User Data by Using a Data File
ID Short Name Long Name

Africa/Timbuktu GMT Greenwich Mean Time

America/Danmarkshavn GMT Greenwich Mean Time

Atlantic/Canary WET Western European Time

Atlantic/Faeroe WET Western European Time

Atlantic/Madeira WET Western European Time

Atlantic/Reykjavik GMT Greenwich Mean Time

Atlantic/St_Helena GMT Greenwich Mean Time

Eire GMT Greenwich Mean Time

Etc/GMT GMT+00:00 GMT+00:00

Etc/GMT+0 GMT+00:00 GMT+00:00

Etc/GMT-0 GMT+00:00 GMT+00:00

Etc/GMT0 GMT+00:00 GMT+00:00

Etc/Greenwich GMT Greenwich Mean Time

Etc/UCT UTC Coordinated Universal Time

Etc/UTC UTC Coordinated Universal Time

Etc/Universal UTC Coordinated Universal Time

Etc/Zulu UTC Coordinated Universal Time

Europe/Belfast GMT Greenwich Mean Time

Europe/Dublin GMT Greenwich Mean Time

Europe/Guernsey GMT Greenwich Mean Time

Europe/Isle_of_Man GMT Greenwich Mean Time

Europe/Jersey GMT Greenwich Mean Time

Europe/Lisbon WET Western European Time

Europe/London GMT Greenwich Mean Time

GB GMT Greenwich Mean Time

GB-Eire GMT Greenwich Mean Time

GMT GMT Greenwich Mean Time

GMT0 GMT+00:00 GMT+00:00

Greenwich GMT Greenwich Mean Time

Iceland GMT Greenwich Mean Time

Portugal WET Western European Time

UCT UTC Coordinated Universal Time

UTC UTC Coordinated Universal Time

Universal UTC Coordinated Universal Time

WET WET Western European Time

Managing User Information


Managing Basic User Data by Using a Data File PUBLIC 83
ID Short Name Long Name

Zulu UTC Coordinated Universal Time

Africa/Algiers CET Central European Time

Africa/Bangui WAT Western African Time

Africa/Brazzaville WAT Western African Time

Africa/Ceuta CET Central European Time

Africa/Douala WAT Western African Time

Africa/Kinshasa WAT Western African Time

Africa/Lagos WAT Western African Time

Africa/Libreville WAT Western African Time

Africa/Luanda WAT Western African Time

Africa/Malabo WAT Western African Time

Africa/Ndjamena WAT Western African Time

Africa/Niamey WAT Western African Time

Africa/Porto-Novo WAT Western African Time

Africa/Tunis CET Central European Time

Africa/Windhoek WAST Western African Summer Time

Arctic/Longyearbyen CET Central European Time

Atlantic/Jan_Mayen CET Central European Time

CET CET Central European Time

ECT CET Central European Time

Etc/GMT-1 GMT+01:00 GMT+01:00

Europe/Amsterdam CET Central European Time

Europe/Andorra CET Central European Time

Europe/Belgrade CET Central European Time

Europe/Berlin CET Central European Time

Europe/Bratislava CET Central European Time

Europe/Brussels CET Central European Time

Europe/Budapest CET Central European Time

Europe/Copenhagen CET Central European Time

Europe/Gibraltar CET Central European Time

Europe/Ljubljana CET Central European Time

Europe/Luxembourg CET Central European Time

Europe/Madrid CET Central European Time

Europe/Malta CET Central European Time

Europe/Monaco CET Central European Time

Managing User Information


84 PUBLIC Managing Basic User Data by Using a Data File
ID Short Name Long Name

Europe/Oslo CET Central European Time

Europe/Paris CET Central European Time

Europe/Prague CET Central European Time

Europe/Rome CET Central European Time

Europe/San_Marino CET Central European Time

Europe/Sarajevo CET Central European Time

Europe/Skopje CET Central European Time

Europe/Stockholm CET Central European Time

Europe/Tirane CET Central European Time

Europe/Vaduz CET Central European Time

Europe/Vatican CET Central European Time

Europe/Vienna CET Central European Time

Europe/Warsaw CET Central European Time

Europe/Zagreb CET Central European Time

Europe/Zurich CET Central European Time

MET MET Middle Europe Time

Poland CET Central European Time

ART EET Eastern European Time

Africa/Blantyre CAT Central African Time

Africa/Bujumbura CAT Central African Time

Africa/Cairo EET Eastern European Time

Africa/Gaborone CAT Central African Time

Africa/Harare CAT Central African Time

Africa/Johannesburg SAST South Africa Standard Time

Africa/Kigali CAT Central African Time

Africa/Lubumbashi CAT Central African Time

Africa/Lusaka CAT Central African Time

Africa/Maputo CAT Central African Time

Africa/Maseru SAST South Africa Standard Time

Africa/Mbabane SAST South Africa Standard Time

Africa/Tripoli EET Eastern European Time

Asia/Amman EET Eastern European Time

Asia/Beirut EET Eastern European Time

Asia/Damascus EET Eastern European Time

Asia/Gaza EET Eastern European Time

Managing User Information


Managing Basic User Data by Using a Data File PUBLIC 85
ID Short Name Long Name

Asia/Istanbul EET Eastern European Time

Asia/Jerusalem IST Israel Standard Time

Asia/Nicosia EET Eastern European Time

Asia/Tel_Aviv IST Israel Standard Time

CAT CAT Central African Time

EET EET Eastern European Time

Egypt EET Eastern European Time

Etc/GMT-2 GMT+02:00 GMT+02:00

Europe/Athens EET Eastern European Time

Europe/Bucharest EET Eastern European Time

Europe/Chisinau EET Eastern European Time

Europe/Helsinki EET Eastern European Time

Europe/Istanbul EET Eastern European Time

Europe/Kaliningrad EET Eastern European Time

Europe/Kiev EET Eastern European Time

Europe/Mariehamn EET Eastern European Time

Europe/Minsk EET Eastern European Time

Europe/Nicosia EET Eastern European Time

Europe/Riga EET Eastern European Time

Europe/Simferopol EET Eastern European Time

Europe/Sofia EET Eastern European Time

Europe/Tallinn EET Eastern European Time

Europe/Tiraspol EET Eastern European Time

Europe/Uzhgorod EET Eastern European Time

Europe/Vilnius EET Eastern European Time

Europe/Zaporozhye EET Eastern European Time

Israel IST Israel Standard Time

Libya EET Eastern European Time

Turkey EET Eastern European Time

Africa/Addis_Ababa EAT Eastern African Time

Africa/Asmera EAT Eastern African Time

Africa/Dar_es_Salaam EAT Eastern African Time

Africa/Djibouti EAT Eastern African Time

Africa/Kampala EAT Eastern African Time

Africa/Khartoum EAT Eastern African Time

Managing User Information


86 PUBLIC Managing Basic User Data by Using a Data File
ID Short Name Long Name

Africa/Mogadishu EAT Eastern African Time

Africa/Nairobi EAT Eastern African Time

Antarctica/Syowa SYOT Syowa Time

Asia/Aden AST Arabia Standard Time

Asia/Baghdad AST Arabia Standard Time

Asia/Bahrain AST Arabia Standard Time

Asia/Kuwait AST Arabia Standard Time

Asia/Qatar AST Arabia Standard Time

Asia/Riyadh AST Arabia Standard Time

EAT EAT Eastern African Time

Etc/GMT-3 GMT+03:00 GMT+03:00

Europe/Moscow MSK Moscow Standard Time

Europe/Volgograd VOLT Volgograd Time

Indian/Antananarivo EAT Eastern African Time

Indian/Comoro EAT Eastern African Time

Indian/Mayotte EAT Eastern African Time

W-SU MSK Moscow Standard Time

Asia/Riyadh87 GMT+03:07 GMT+03:07

Asia/Riyadh88 GMT+03:07 GMT+03:07

Asia/Riyadh89 GMT+03:07 GMT+03:07

Mideast/Riyadh87 GMT+03:07 GMT+03:07

Mideast/Riyadh88 GMT+03:07 GMT+03:07

Mideast/Riyadh89 GMT+03:07 GMT+03:07

Asia/Tehran IRST Iran Standard Time

Iran IRST Iran Standard Time

Asia/Baku AZT Azerbaijan Time

Asia/Dubai GST Gulf Standard Time

Asia/Muscat GST Gulf Standard Time

Asia/Tbilisi GET Georgia Time

Asia/Yerevan AMT Armenia Time

Etc/GMT-4 GMT+04:00 GMT+04:00

Europe/Samara SAMT Samara Time

Indian/Mahe SCT Seychelles Time

Indian/Mauritius MUT Mauritius Time

Indian/Reunion RET Reunion Time

Managing User Information


Managing Basic User Data by Using a Data File PUBLIC 87
ID Short Name Long Name

NET AMT Armenia Time

Asia/Kabul AFT Afghanistan Time

Asia/Aqtau AQTT Aqtau Time

Asia/Aqtobe AQTT Aqtobe Time

Asia/Ashgabat TMT Turkmenistan Time

Asia/Ashkhabad TMT Turkmenistan Time

Asia/Dushanbe TJT Tajikistan Time

Asia/Karachi PKT Pakistan Time

Asia/Oral ORAT Oral Time

Asia/Samarkand UZT Uzbekistan Time

Asia/Tashkent UZT Uzbekistan Time

Asia/Yekaterinburg YEKT Yekaterinburg Time

Etc/GMT-5 GMT+05:00 GMT+05:00

Indian/Kerguelen TFT French Southern & Antarctic Lands Time

Indian/Maldives MVT Maldives Time

PLT PKT Pakistan Time

Asia/Calcutta IST India Standard Time

Asia/Colombo LKT Sri Lanka Time

IST IST India Standard Time

Asia/Katmandu NPT Nepal Time

Antarctica/Mawson MAWT Mawson Time

Antarctica/Vostok VOST Vostok Time

Asia/Almaty ALMT Alma-Ata Time

Asia/Bishkek KGT Kirgizstan Time

Asia/Dacca BDT Bangladesh Time

Asia/Dhaka BDT Bangladesh Time

Asia/Novosibirsk NOVT Novosibirsk Time

Asia/Omsk OMST Omsk Time

Asia/Qyzylorda QYZT Qyzylorda Time

Asia/Thimbu BTT Bhutan Time

Asia/Thimphu BTT Bhutan Time

BST BDT Bangladesh Time

Etc/GMT-6 GMT+06:00 GMT+06:00

Indian/Chagos IOT Indian Ocean Territory Time

Asia/Rangoon MMT Myanmar Time

Managing User Information


88 PUBLIC Managing Basic User Data by Using a Data File
ID Short Name Long Name

Indian/Cocos CCT Cocos Islands Time

Antarctica/Davis DAVT Davis Time

Asia/Bangkok ICT Indochina Time

Asia/Hovd HOVT Hovd Time

Asia/Jakarta WIT West Indonesia Time

Asia/Krasnoyarsk KRAT Krasnoyarsk Time

Asia/Phnom_Penh ICT Indochina Time

Asia/Pontianak WIT West Indonesia Time

Asia/Saigon ICT Indochina Time

Asia/Vientiane ICT Indochina Time

Etc/GMT-7 GMT+07:00 GMT+07:00

Indian/Christmas CXT Christmas Island Time

VST ICT Indochina Time

Antarctica/Casey WST Western Standard Time (Australia)

Asia/Brunei BNT Brunei Time

Asia/Chongqing CST China Standard Time

Asia/Chungking CST China Standard Time

Asia/Harbin CST China Standard Time

Asia/Hong Kong HKT Hong Kong Time

Asia/Irkutsk IRKT Irkutsk Time

Asia/Kashgar CST China Standard Time

Asia/Kuala_Lumpur MYT Malaysia Time

Asia/Kuching MYT Malaysia Time

Asia/Macao CST China Standard Time

Asia/Makassar CIT Central Indonesia Time

Asia/Manila PHT Philippines Time

Asia/Shanghai CST China Standard Time

Asia/Singapore SGT Singapore Time

Asia/Taipei CST China Standard Time

Asia/Ujung_Pandang CIT Central Indonesia Time

Asia/Ulaanbaatar ULAT Ulaanbaatar Time

Asia/Ulan_Bator ULAT Ulaanbaatar Time

Asia/Urumqi CST China Standard Time

Australia/Perth WST Western Standard Time (Australia)

Australia/West WST Western Standard Time (Australia)

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Managing Basic User Data by Using a Data File PUBLIC 89
ID Short Name Long Name

CTT CST China Standard Time

Etc/GMT-8 GMT+08:00 GMT+08:00

Hong Kong HKT Hong Kong Time

PRC CST China Standard Time

Singapore SGT Singapore Time

Asia/Choibalsan CHOT Choibalsan Time

Asia/Dili TPT East Timor Time

Asia/Jayapura EIT East Indonesia Time

Asia/Pyongyang KST Korea Standard Time

Asia/Seoul KST Korea Standard Time

Asia/Tokyo JST Japan Standard Time

Asia/Yakutsk YAKT Yakutsk Time

Etc/GMT-9 GMT+09:00 GMT+09:00

JST JST Japan Standard Time

Japan JST Japan Standard Time

Pacific/Palau PWT Palau Time

ROK KST Korea Standard Time

ACT CST Central Standard Time (Northern Terri­


tory)

Australia/Adelaide CST Central Summer Time (South Australia)

Australia/Broken_Hill CST Central Summer Time (South


Australia/New South Wales)

Australia/Darwin CST Central Standard Time (Northern Terri­


tory)

Australia/North CST Central Standard Time (Northern Terri­


tory)

Australia/South CST Central Summer Time (South Australia)

Australia/Yancowinna CST Central Summer Time (South


Australia/New South Wales)

AET EST Eastern Summer Time (New South


Wales)

Antarctica/DumontDUrville DDUT Dumont-d'Urville Time

Asia/Sakhalin SAKT Sakhalin Time

Asia/Vladivostok VLAT Vladivostok Time

Australia/ACT EST Eastern Summer Time (New South


Wales)

Australia/Brisbane EST Eastern Standard Time (Queensland)

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90 PUBLIC Managing Basic User Data by Using a Data File
ID Short Name Long Name

Australia/Canberra EST Eastern Summer Time (New South


Wales)

Australia/Currie EST Eastern Summer Time (New South


Wales)

Australia/Hobart EST Eastern Summer Time (Tasmania)

Australia/Lindeman EST Eastern Standard Time (Queensland)

Australia/Melbourne EST Eastern Summer Time (Victoria)

Australia/NSW EST Eastern Summer Time (New South


Wales)

Australia/Queensland EST Eastern Standard Time (Queensland)

Australia/Sydney EST Eastern Summer Time (New South


Wales)

Australia/Tasmania EST Eastern Summer Time (Tasmania)

Australia/Victoria EST Eastern Summer Time (Victoria)

Etc/GMT-10 GMT+10:00 GMT+10:00

Pacific/Guam ChST Chamorro Standard Time

Pacific/Port_Moresby PGT Papua New Guinea Time

Pacific/Saipan ChST Chamorro Standard Time

Pacific/Truk TRUT Truk Time

Pacific/Yap YAPT Yap Time

Australia/LHI LHST Load Howe Summer Time

Australia/Lord_Howe LHST Load Howe Summer Time

Asia/Magadan MAGT Magadan Time

Etc/GMT-11 GMT+11:00 GMT+11:00

Pacific/Efate VUT Vanuatu Time

Pacific/Guadalcanal SBT Solomon Is. Time

Pacific/Kosrae KOST Kosrae Time

Pacific/Noumea NCT New Caledonia Time

Pacific/Ponape PONT Ponape Time

SST SBT Solomon Is. Time

Pacific/Norfolk NFT Norfolk Time

Antarctica/McMurdo NZDT New Zealand Daylight Time

Antarctica/South_Pole NZDT New Zealand Daylight Time

Asia/Anadyr ANAT Anadyr Time

Asia/Kamchatka PETT Petropavlovsk-Kamchatski Time

Etc/GMT-12 GMT+12:00 GMT+12:00

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Managing Basic User Data by Using a Data File PUBLIC 91
ID Short Name Long Name

Kwajalein MHT Marshall Islands Time

NST NZDT New Zealand Daylight Time

NZ NZDT New Zealand Daylight Time

Pacific/Auckland NZDT New Zealand Daylight Time

Pacific/Fiji FJT Fiji Time

Pacific/Funafuti TVT Tuvalu Time

Pacific/Kwajalein MHT Marshall Islands Time

Pacific/Majuro MHT Marshall Islands Time

Pacific/Nauru NRT Nauru Time

Pacific/Tarawa GILT Gilbert Is. Time

Pacific/Wake WAKT Wake Time

Pacific/Wallis WFT Wallis & Futuna Time

NZ-CHAT CHADT Chatham Daylight Time

Pacific/Chatham CHADT Chatham Daylight Time

Etc/GMT-13 GMT+13:00 GMT+13:00

Pacific/Enderbury PHOT Phoenix Is. Time

Pacific/Tongatapu TOT Tonga Time

Etc/GMT-14 GMT+14:00 GMT+14:00

Pacific/Kiritimati LINT Line Is. Time

Parent topic: Preparing a User Data File [page 64]

Related Information

Downloading a User Data Template [page 65]


Exporting User Data [page 66]
General Tips for the User Data File [page 67]
Field Requirements for the User Data File [page 69]
Supported Characters [page 74]

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92 PUBLIC Managing Basic User Data by Using a Data File
9.2 Permissions for Importing Users

Permissions are required if you want to upload user data using the Employee Import tool.

Context

You can manage the access permission to Employee Import using the following methods:

● If the Enable Control on Employee Import in Role-Based Permissions option is not enabled from Admin
Center Platform Feature Settings , then you should use the Manage Employee Import tool in Admin Center
to grant admins the import permission.

 Note

The Enable Control on Employee Import in Role-Based Permissions option is not enabled by default, and is
only shown in the instances that don't have Employee-Central enabled.

● If the Enable Control on Employee Import in Role-Based Permissions option is enabled from Admin Center
Platform Feature Settings , then admins should have the Employee Import role-based permission from
Manage Permission Roles Manage User to access the Employee Import tool.

 Note

You cannot specify a target population for the Employee Import role-based permission. Admins with this
permission can import data for all users.

Task overview: Managing Basic User Data by Using a Data File [page 63]

Previous task: Preparing a User Data File [page 64]

Next task: Importing User Data [page 94]

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9.3 Importing User Data

To update the system with your user data changes, you can upload a user data file to SAP SuccessFactors.

Prerequisites

To upload your user data file, the file must be formatted correctly and have all required fields. For more information
about how to format your file, see General Tips for the User Data File [page 67] and Field Requirements for the User
Data File [page 69].

Context

You can only access the Employee Import tool in systems that do not have Employee Central enabled. If you have
enabled Employee Central, you need to choose a different tool to import basic user information. For more
information, see Choosing a Tool for User Management [page 33].

Procedure

1. Go to Admin Center Employee Import .


2. Click Choose File to select your user data file.
3. Specify how initial passwords are to be assigned for new employees.
4. Optional: Select any of the following options:

Option Description

Send welcome email to new users To automatically send welcome e-mails to new users, E-mail
template needs to be enabled beforehand. If you haven't en­
abled it, a warning is displayed. For steps the enable the e-
mail template, see Enabling and Customizing Welcome
Email Template [page 48].

Validate Manager and HR fields To ensure that each employee record has a valid manager
and HR representative.

Process inactive Employees To update the information of inactive employees to the sys­
tem.

 Note
You cannot use Employee Import to add inactive users to
the system.

Re-activate purged users To reactivate purged users in the system if the users are ac­
tive in the user data file.

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94 PUBLIC Managing Basic User Data by Using a Data File
5. Optional: If your updates include manager changes, expand the Specify Form routing options section to specify
the automatic manager transfer and automatic document removal options. For more information about each
option, see Important Notes about Document Transfer Options.
6. Optional: Expand the Specify Character Encodings, Locale, and Date Format section.

The default locale and date format are "English(United States)" and "MM/dd/yyyy". Other available locales in
your system depend on the configuration of Language Packs in Provisioning, and the date format will match
the locale you select. Please note that we only support multiple date formats in the Hire Date and Exit Date
fields.
7. Optional: If you want to update compensation forms, expand the Specify Compensation form updating options
section to select compensation options.
8. Optional: Click Validate Import File to validate your user data file. If any errors are found, the errors are
displayed on the top of the page. Please correct the errors before importing.
9. Click Import User File to import your user data.

Results

After the file is uploaded, the SuccessFactors user database is updated with the information from that file. You
receive an e-mail notification with the results of the upload, including any errors. If any errors occurred, you need to
correct them in the file and then upload it again. If that doesn't resolve the problem, contact SAP Cloud Support.
See Common Errors and Troubleshooting [page 97] for descriptions of and solutions for the most common errors.

Importing Matrix and Custom Managers [page 95]


You can update employees’ matrix or custom managers by importing a CSV file.

Common Errors and Troubleshooting [page 97]


After the file upload is complete, you will receive an e-mail notification. This e-mail contains the results of
your upload, including any errors that occurred.

Task overview: Managing Basic User Data by Using a Data File [page 63]

Previous task: Permissions for Importing Users [page 93]

9.3.1 Importing Matrix and Custom Managers

You can update employees’ matrix or custom managers by importing a CSV file.

Prerequisites

You have the Matrix Manager and Custom Manager Relationship Import permission under Manage User Data admin
permissions.

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Managing Basic User Data by Using a Data File PUBLIC 95
Context

You use matrix managers or custom managers to maintain dotted reporting lines or backup management. In
addition to using the standard user data file to import and export the matrix and custom manager, you can also
update the information with the Matrix Manager and Custom Manager Import admin tool.

Matrix managers can be displayed in both Org Chart and Succession Org Chart, while custom managers can only
be displayed in the Succession Org Chart and the Job Relationships portlet of the employee’s People Profile.

Procedure

1. Create a CSV file with the employee user ID, manager user ID, manager type, and so on. To differentiate the
manager types, use the following codes:
○ EX: Matrix Manager
○ EC: Custom Manager

In the CSV file, you can also specify whether the matrix manager information is to be displayed in the Org Chart
or Succession Org Chart. However, to display the manager, make sure that you have enabled the display in the
Org Chart Configuration admin tool and have configured XML definition for the chart.
2. Determine how you want to update the information and format the CSV file accordingly:
○ The simple CSV file without the ACTION column updates any existing matrix or custom manager
information of the employee. See the following sample CSV file:

 Sample Code

USERID,MGR_USERID,RELATIONSHIP,ORG_CHART_DISPLAY
cgrant1,athompson1,EX,TRUE
cgrant2,dcortez,EX,FALSE
cgrant3,aaaa,EC,FALSE

In this example, for user cgrant1 and cgrant2, any existing matrix manager information will be overwritten;
for user cgrant3, the previous custom manager information will be overwritten.
○ A CSV file with the ACTION column supports incremental addition to or removal of existing matrix or
custom manager information. See the following sample:

 Sample Code

USERID,MGR_USERID,RELATIONSHIP,ORG_CHART_DISPLAY,ACTION
cgrant1, athompson1, EX, TRUE, ADD
cgrant2, dcortez, EX, FALSE, REMOVE
cgrant3, aaaa, EC, FALSE, REMOVE

 Note

You can also import multiple manages for the same employee. Simply create multiple lines for the
employee in the CSV file.

3. Upload the file through Admin Center Matrix Manager and Custom Manager Import

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96 PUBLIC Managing Basic User Data by Using a Data File
Results

The matrix or custom manager information of the relevant employees has been updated. If you have configured to
show matrix or custom manager in the Org Chart and Succession Org Chart, they are shown with a dotted
reporting line.

 Note

In the Succession Org Chart, the dotted line appears only when the position has an incumbent.

Task overview: Importing User Data [page 94]

Related Information

Common Errors and Troubleshooting [page 97]


Managing Basic User Data by Using a Data File [page 63]

9.3.2 Common Errors and Troubleshooting

After the file upload is complete, you will receive an e-mail notification. This e-mail contains the results of your
upload, including any errors that occurred.

You might see some of these common error messages in the e-mail notification. To correct these and any other
errors, update the data file and then upload it again. If you're still having trouble uploading the data file, contact
SAP Cloud Support.

This error message... Means that... To resolve it...

Missing required field. Required information was not provided. Fill in all required information and upload
the file again. For more information about
required fields, see Field Requirements
for the User Data File [page 69].

Username already exists. There's a duplicate username. Remove duplicate users and upload the
file again.

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Managing Basic User Data by Using a Data File PUBLIC 97
This error message... Means that... To resolve it...

Manager Cycle detected with this man­ There are manager cycles in the user hi­ Make sure that the employee's own
ager ID — <manager id>. erarchy.
USERID is not listed instead of the man­
ager's USERID.

Make sure that the employee doesn't ap­


pear both above and below the manager
in the file.

Make sure there is no Manager Cycle. An


example of Manager Cycle is that user A's
manager is user B, user B's manager is
user C, and user C's manger is user A.

Invalid Manager ID. The manager's UserID listed for the em­ Make sure that the manager's USERID
ployee doesn't exist in the database.
exists in the database.

If you're adding both the employee and


manger, make sure that the manager is
added before the employee.

Parent topic: Importing User Data [page 94]

Related Information

Importing Matrix and Custom Managers [page 95]

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98 PUBLIC Managing Basic User Data by Using a Data File
10 Managing Extended User Information by
Using Data Files

To add or update extended user data for multiple users in one go, you can upload user data files respectively for
personal information, trend information, and background information.

Extended User Information [page 99]


Extended user information consists of supplemental data about users in your SAP SuccessFactors system,
beyond the "basic" user information such as name, job title, and department.

Adding or Updating Extended User Information [page 103]


Add or import extended user information using a CSV import.

Importing Attachments to Employee Profile [page 111]


You can import attachments as part of the extended user information by requesting a scheduled job from
Provisioning.

Importing Photos to Employee Profile [page 117]


Employee photos can be imported in batch through a scheduled job in Provisioning. As a customer, you
need to prepare your photos and a CSV file that maps the photos to existing usernames, and then request a
batch upload job.

10.1 Extended User Information


Extended user information consists of supplemental data about users in your SAP SuccessFactors system, beyond
the "basic" user information such as name, job title, and department.

There are three types of extended user information:

● Personal information
● Background information
● Trend information

 Note

● We recommend that you perform periodic exports of all three data files and save these outside of the
application, in case you ever need to refer to historical data and need to restore old records that are
deleted. SAP SuccessFactors does not retain historical records that are deleted, so back up this
information regularly.
● We recommend that any time you do manual import of any profile data, you export a backup of the data
first. This way if a mistake is made (usually withOverwrite Existing Data option), then you can easily
recover.
● Remember that all the options and file types discussed here also apply to the FTP process. You can import
or export these files on an automated schedule, and can choose what format and options to select just like
we could do with manual import or export.

Personal Information in the Extended User Information Import [page 100]

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Managing Extended User Information by Using Data Files PUBLIC 99
Personal information consists of supplemental "one-to-one" data about a user— that is, data for which
there is only one record for each employee.

Trend Information in the Extended User Information Import [page 101]


Trend information consists of "one-to-many" rating data from your talent review process— that is, data for
which there may be multiple records for each employee.

Background Information in the Extended User Information Import [page 102]


Background information consists of supplemental "one-to-many" background data about a user— that is,
data for which there may be multiple records for each employee.

Parent topic: Managing Extended User Information by Using Data Files [page 99]

Related Information

Adding or Updating Extended User Information [page 103]


Importing Attachments to Employee Profile [page 111]
Importing Photos to Employee Profile [page 117]

10.1.1 Personal Information in the Extended User Information


Import

Personal information consists of supplemental "one-to-one" data about a user— that is, data for which there is only
one record for each employee.

For example, personal information might include:

● Personal data, such as date of birth or veteran status


● Job information, such as start date
● Talent flags, such as risk of loss or willingness to relocate

 Note

● This type of extended user information is not the same "personal information" and "job information" data
that is included in SAP SuccessFactors Employee Central. For information about how to import data to
Employee Central, please see here.
● In Employee Central-enabled instances, you can prevent the import of unsecured content by enabling the
Security Scan of User Inputs option. This applies when you import basic user information using Import
Employee Data, and when you import personal information using Import Extended User Information or the
Live Profile Import job in Provisioning.
The Security Scan of User Inputs option can be enabled in Admin Center Platform Feature Settings .
Once it is enabled, the unsecure scripts, such as cross-site scripting, will be identified and ignored in the
import. The fields skipped are reported in the import status e-mail.

Personal information in your instance is defined by standard elements and userinfo elements in Succession Data
Model. Every employee has a database record for each personal information field in your instance, even if it is blank.

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100 PUBLIC Managing Extended User Information by Using Data Files
The personal information import file does not include "basic" user information that is included in the Basic
Employee Import file used to add new employees to the system.

You can limit employees (rows) and data fields (columns) to import by omitting them from the import file. For
example, if you don’t want to import date, remove the date column from the import file. If you include an
employee and a column in the import, it will overwrite any existing data, even if left blank.

Parent topic: Extended User Information [page 99]

Related Information

Trend Information in the Extended User Information Import [page 101]


Background Information in the Extended User Information Import [page 102]

10.1.2 Trend Information in the Extended User Information


Import

Trend information consists of "one-to-many" rating data from your talent review process— that is, data for which
there may be multiple records for each employee.

Trend information usually includes the following rating data:

● Performance
● Potential
● Competency
● Objective

It may also include up to two custom rating types, if defined in the Succession Data Model for your instance.

Each type of trend information (such as performance ratings) can include multiple records for each employee
(such as for each performance review cycle).

The trend information export only includes those ratings that have been entered manually in the employee profile
or the ones that are imported. It does not include ratings that come from forms. (You can, however, include form
ratings in a report.)

Parent topic: Extended User Information [page 99]

Related Information

Personal Information in the Extended User Information Import [page 100]


Background Information in the Extended User Information Import [page 102]

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Managing Extended User Information by Using Data Files PUBLIC 101
10.1.3 Background Information in the Extended User
Information Import

Background information consists of supplemental "one-to-many" background data about a user— that is, data for
which there may be multiple records for each employee.

For example, background information might include:

● Previous work experience


● Education history
● Languages spoken

Background information is entirely customized and different in every instance. It is defined by the background
elements in the Succession Data Model.

 Note

If there are duplicate field names for background elements in the data model, the import job will fail.

Each type of background information (such as education) can include multiple records for each employee (such as
for different educational degrees).

The background information import file can include multiple sections, on for each type of background data. You can
limit the import to certain sections and exclude others, but you must include all columns for each included section.

 Note

Import jobs on the same background information cannot be run concurrently to avoid data conflicts. The
current job will wait in the queue and not start until the previous job completes.

Parent topic: Extended User Information [page 99]

Related Information

Personal Information in the Extended User Information Import [page 100]


Trend Information in the Extended User Information Import [page 101]

10.1.3.1 Validation of the Import File of Background Information

When you import the file for the background information, the system automatically validates the file content to
ensure correctness of the definition.

Before you import the file, you can select the Stop import if invalid users found checkbox and the import stops when
invalid user data is found. If you haven’t selected the checkbox, the import continues but the invalid user data isn’t
imported into the system.

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102 PUBLIC Managing Extended User Information by Using Data Files
The available validation on the data file includes the following:

● User IDs are valid.


● Mandatory data fields have values. (The mandatory data fields are defined as "required = true" in the data
model.)
● Valid optionIds for picklist values are used in the file.
● Date values are valid.
● If there are start and end dates, the end date is not earlier than the start date.

 Note

In the data model file, you might have defined a maximum number of data entries for a background data
element. For example, a user can only have up to three pieces of education information. However, this
maximum limit doesn’t apply to data file import and the system doesn’t verify whether the imported user
entries exceed the limit.

When a user has permission to import extended user information, he or she can import all background data for
all users. The import is not limited by the Employee Data permission defined in Manage Permission Roles.

10.2 Adding or Updating Extended User Information

Add or import extended user information using a CSV import.

Prerequisites

You have the role-based permissions of Export Extended User Information and Import Extended User Information
under the Manage User admin permissions.

Procedure

1. Create an import file in CSV format, either by exporting the existing data or by exporting a template.
2. Add or update data in the CSV file.

 Note

In the import CSV file, either user ID or assignment ID should be provided, and they should be the same as
the corresponding user ID or assignment ID that already exists in the system.

3. Import data in the CSV file to the system. You can choose either an "incremental" import that only adds new
data or an "overwrite" import that replaces all existing records.

1. Creating an Import File for Extended User Information [page 104]

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Managing Extended User Information by Using Data Files PUBLIC 103
Create a CSV import file that you can use to add or update extended user information.
2. Editing Extended User Information in the Import File [page 107]
Add or update extended user information in your CSV file to prepare it for import.
3. Importing Extended User Information [page 109]
Import extended user information into your instance.

Task overview: Managing Extended User Information by Using Data Files [page 99]

Related Information

Extended User Information [page 99]


Importing Attachments to Employee Profile [page 111]
Importing Photos to Employee Profile [page 117]

10.2.1 Creating an Import File for Extended User Information

Create a CSV import file that you can use to add or update extended user information.

Context

By default, the user data template contains the Assignment ID column. However, if you select Exclude Assignment
ID Column from the User Data Template in Admin Center Platform Feature Settings , this column won’t be
included.

 Note

When you import background or trend information, and your import file includes an "assignment ID" column,
then the column header should be specified like ^AssignmentId. The header name is case-insensitive, and
other characters such as quotation marks or whitespace aren't supported here. For example,^"AssignmentId"
as the column header will cause an error during the import process.

Procedure

1. Begin in one of the following ways:

○ To add or update existing extended user information, start by exporting the data from your instance, using
the Export Extended Data only option.
○ To create an import file from scratch and import extended user information for the first time, start by
exporting a CSV template, using the Export Template option.

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104 PUBLIC Managing Extended User Information by Using Data Files
2. Save the resulting export file in CSV format.

Next Steps

You can now edit the CSV file to add or update the information and prepare it for import.

Exporting Extended User Information Data [page 105]


Export extended user information from your instance.

Downloading an Extended User Information Import Template [page 106]


Download an extended user information import template so that you can use it to add or update data.

Task overview: Adding or Updating Extended User Information [page 103]

Next: Editing Extended User Information in the Import File [page 107]

10.2.1.1 Exporting Extended User Information Data

Export extended user information from your instance.

Prerequisites

You have the role-based permission of Export Extended User Information under the Manage User admin
permissions.

Procedure

1. Go to Admin Center Export Extended User Information .


2. Specify the type of data you want to export.

○ Personal Information
○ Background Information
○ Trend Information
The trend information export file, by default, only includes those ratings that have been entered manually
in People Profile or the ones that are imported, and does not include ratings that come from forms. If you
want to include rating data coming from forms in the export file, select Include form data – only applicable
to Export Extended Data with User Attributes and then click the Export Extended Data with User Attributes
button.
3. Specify the locale and character encoding you want to use in the export file.

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Managing Extended User Information by Using Data Files PUBLIC 105
If you are exporting data in a language that uses special character types, such as Chinese, be sure to select the
relevant character encoding so that the data is displayed correctly.
4. Specify additional export options by selecting one or more of the following:

Export Option Description

Export as a batch process Select if you want to run the export as a batch job and down­
load the latest export file multiple times. Exporting as a
batch allows you to leave the export page and return to pick
up the file later. You will receive notifications once the job
completes. This option is only applicable to the Export
Extended Data Only and Export Extended Data with User
Attributesbuttons. Note that if the number of exported re­
cords exceeds 5000, the export will be run as a batch job
even though this option is not enabled.

Valid users only. Select this option if you want to exclude inactive users. If
checked, the export only includes data for active users.

Remove carriage returns and line breaks on export Select this option to remove any carriage returns and line
breaks from the export file.

Export selected background information This option is visible only when you choose to export back­
ground information in step 2. If you want to export only a
particular section of background information, select this op­
tion and choose the section from the drop-down list.

5. Select one of two export options to trigger the export.

○ Use the Export Extended Data only to export the data that you want to edit and import again. This option
exports data in exactly the correct format required for import.
○ Use the Export Extended Data with User Attributes to export the data in a more readable report. This option
includes additional user data, such as name and manager, in the export file, to make it easier to read.

Results

All existing data in the system, of the selected type, is extracted and downloaded in CSV format.

10.2.1.2 Downloading an Extended User Information Import


Template

Download an extended user information import template so that you can use it to add or update data.

Prerequisites

You have the role-based permission of Export Extended User Information under the Manage User admin
permissions.

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106 PUBLIC Managing Extended User Information by Using Data Files
Procedure

1. Go to Admin Center.
2. In the tools search field, type Export Extended User Information.
3. Specify the type of data you want to export.

○ Personal Information
○ Background Information
○ Trend Information
4. Ignore the local and export options. They are irrelevant to the template export.
5. Click Export Template to export the template.

Results

A blank CSV template file is opened. The template contains column headers indicating the user data fields that
should be entered in each column. For background and trend information, there may be more than one row of
headers, one for each type of background or trend element configured in your system. The exact user data fields
available in the template are based on the configuration of your instance's data model.

Next Steps

You can now add rows of data for any existing user in your system. For background and trend information, you can
add multiple rows for each user, one for each type of background or trend element configured in your system.

10.2.2 Editing Extended User Information in the Import File

Add or update extended user information in your CSV file to prepare it for import.

You can use any spreadsheet application to view the data in columns and rows and save in CSV format. The column
headers must be configured in your data model. If you want to use new headers, contact your Implementation
Partner to add them in the data model beforehand.

If you use attachments as part of background or trend information in your system, import them separately. For
more information, see Importing Attachments to Employee Profile [page 111].

Date Formats for Different Locales [page 108]


In Import Extended User Information, you can select the locale information according to the language you
are using in the import file. To meet the habits of users using different languages, the date format is also
different. Refer to the table for the supported locales and date formats.

Parent topic: Adding or Updating Extended User Information [page 103]

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Previous task: Creating an Import File for Extended User Information [page 104]

Next task: Importing Extended User Information [page 109]

10.2.2.1 Date Formats for Different Locales

In Import Extended User Information, you can select the locale information according to the language you are using
in the import file. To meet the habits of users using different languages, the date format is also different. Refer to
the table for the supported locales and date formats.

 Note

Personal, Background, and Trend information all support the same date format standards as indicated in the
following table.

Language Locale Code Date Format Example

English US en_US mm/dd/yyyy 07/19/2018

English UK en_GB dd/mm/yyyy 19/07/2018

Brazil pt_BR dd/mm/yyyy 19/07/2018

Mexico es_MX dd/mm/yyyy 19/07/2018

Chinese zh_CN yyyy-mm-dd 2018-07-19

Taiwan zh_TW yyyy/mm/dd 2018/07/19

Korean ko_KR yyyy.mm.dd 2018.07.19

Japanese ja_JP yyyy/mm/dd 2018/07/19

German de_DE dd.mm.yyyy 19.07.2018

Russian ru_RU dd.mm.yyyy 19.07.2018

Romanian ro_RO dd.mm.yyyy 19.07.2018

Spanish es_ES dd/mm/yyyy 19/07/2018

French fr_FR dd/mm/yyyy 19/07/2018

Canadian fr_CA yyyy-mm-dd 2018-07-19

Italian it_IT dd/mm/yyyy 19/07/2018

Czech cs_CZ mm.dd.yyyy 19.07.2018

Danish da_DK dd/mm/yyyy 19/07/2018

Croatian hr_HR mm.dd.yyyy 19.07.2018

Turkish tr_TR mm.dd.yyyy 19.07.2018

Greek el_GR dd/mm/yyyy 19/07/2018

Hungarian hu_HU yyyy.mm.dd 2018.07.19

Dutch nl_NL dd-mm-yyyy 19-07-2018

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Language Locale Code Date Format Example

Norwegian no_NO mm/dd/yyyy 07/19/2018

Swiss de_CH dd.mm.yyyy 19.07.2018

Polish pl_PL yyyy-mm-dd 2018-07-19

Slovak sk_SK dd.mm.yyyy 19.07.2018

Finnish fi_FI dd.mm.yyyy 19.07.2018

Swedish sv_SE yyyy-mm-dd 2018-07-19

Indonesia bs_ID dd/mm/yyyy 19/07/2018

Malay bs_BS dd/mm/yyyy 19/07/2018

Vietnamese vi_VN dd/mm/yyyy 19/07/2018

Parent topic: Editing Extended User Information in the Import File [page 107]

10.2.3 Importing Extended User Information

Import extended user information into your instance.

Prerequisites

You have the role-based permission of Import Extended User Information under the Manage User admin
permissions.

 Note

● If you want to update user data in the system, make sure that the users are included in the target
population of your role-based permission.
● The Employee Data user permissions don't affect the import. As long as you have the Import Extended User
Information role-based permission and define the corresponding target population, you are able to import
user data.

Procedure

1. Go to Admin Center.
2. In the tools search field, type Import Extended User Information.
3. Click Choose File and select the CSV import file you have prepared on your local machine.
4. Specify the type of data contained in your import file.

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○ Personal Information
○ Background Information
○ Trend Information
5. Specify the locale and character encoding used in your import file.

If you are importing data in a language that uses special character types, such as Chinese, be sure to select the
relevant character encoding so that the data is displayed correctly after import.

It's recommended to use the consistent locale setting with overall language setting. For more information, see
Locale Settings [page 111].
6. Expand the Specify Additional File Options section and set the desired import options.

Always expand and verify the options in this section to make sure that they are correct.
7. Select or deselect the Stop import if invalid users found.

Select this option to stop the import process if an invalid user or reporting relationship is found in the import
file. This is useful when troubleshooting new files to make sure that they are formatted properly. If you haven’t
selected this option, the import continues but the invalid user data isn’t imported into the system.
8. Select the overwrite behavior:

○ Select Import by incrementally adding data if you want to add new records only without deleting any
existing data.
○ Select Import by overwriting existing data if you want to overwrite existing records with data in the import
file, including blank values.

 Note

○ For background information, the Import by overwriting existing data option overwrites all data in
each background element that is included in the import file, for all users in your instance, even if
they are not included in the import file.
You do not have to import every background element in your instance; you can import a file that
contains only the background elements you want to update. If you exclude background elements
from the import file, this background data is not impacted or overwritten by the import.
○ For trend information, the Import by overwriting existing data option overwrites all ratings data
(performance, potential, competency, objective, custom1 & custom2) that does not come from
forms, for all users in your instance, even if they are not included in the import file.
○ For personal information, this option is required and is always checked. There is only one record of
personal information per user, so all new records must overwrite the existing ones.

○ For background information, the Import by overwriting existing data (Recommended for optimized
performance) option is selected by default. Select this option to overwrite the existing employee data with
the import data, but if compared with the existing data records, the records in the import file are not
changed, then they will not be added into the system again. This helps optimize performance especially in
the case of small changes, and is the recommended option to improve task efficiency.
9. Click Import Extended User Data File to start the import. If you choose to overwrite existing data with your new
changes for background or trend information, a pop-up window is displayed, asking for confirmation to
overwrite existing data.

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 Note

The import job needs some time to finish. While one import job is running, do not start another job until the
current one is finished. Otherwise, it leads to data corruption, especially when you run jobs with the option
to overwrite existing data.

Results

The extended user information in the import file is uploaded to the system for relevant users. If you uploaded
background information, you might receive two e-mail notifications, one is for Background Sync, and the other is
for Background Import. This is expected behaviour, because a background sync job is triggered automatically in
the backend as well as the import job.

Task overview: Adding or Updating Extended User Information [page 103]

Previous: Editing Extended User Information in the Import File [page 107]

10.2.3.1 Locale Settings

When you import a file that contains trend or background information, it is recommended that the locale you
specify is consistent with the overall language setting in Options Change Language .

If the settings are not consistent, dates are not parsed correctly by the system.

For example, let's assume English US is selected in the overall setting and English UK is specified in import options.
The US date format is MM/DD/YYYY, while the UK date format is DD/MM/YYYY.

When system parses a date, for example, startDate=04/01/2013 and endDate=04/29/2013, the system first
follows the time format used by the import options, which can only parse startDate as Jan 4th, 2013. The endDate
cannot be parsed. Then the system trys the time format in the overall setting, which can parse the endDate as Apr
29, 2013. Apprently, this is not what is intended.

For the supported locales in the system, refer to Date Formats for Different Locales [page 108].

10.3 Importing Attachments to Employee Profile

You can import attachments as part of the extended user information by requesting a scheduled job from
Provisioning.

Attachments to Extended User Information [page 112]


You can attach documents as part of the extended user information on an employee's profile. Attachments
can be added manually by a user from People Profile, or be imported in bulk with a scheduled job from
Provisioning.

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Preparing Attachments for Bulk Import [page 113]
Prepare a zip file containing your attachments and a CSV mapping file and upload it to SFTP so that SAP
SuccessFactors can import them into your system.

Exporting Attachments [page 115]


You can export attachments for background information by scheduling a Live Profile Export job in
Provisioning.

Task overview: Managing Extended User Information by Using Data Files [page 99]

Related Information

Extended User Information [page 99]


Adding or Updating Extended User Information [page 103]
Importing Photos to Employee Profile [page 117]

10.3.1 Attachments to Extended User Information

You can attach documents as part of the extended user information on an employee's profile. Attachments can be
added manually by a user from People Profile, or be imported in bulk with a scheduled job from Provisioning.

If configured in the data model for your instance, the Attachment field appears as a column in the CSV import/
export template for extended user information. However, you cannot use the Import Extended User Information
admin tool to import attachments. Instead, you need to prepare a zip file containing your attachments and have
them imported to SAP SuccessFactors with a scheduled job.

 Note

The file size of the attachment should be no larger than the following two limitations that are configured in
Provisioning and the data model. If the two max file sizes are different, please follow the smaller one.

● The Attachment max file size setting under Document Attachment in Provisioning
● The max-file-size-KB setting for the data fields that allow attachments in the data model

Parent topic: Importing Attachments to Employee Profile [page 111]

Related Information

Preparing Attachments for Bulk Import [page 113]


Exporting Attachments [page 115]

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10.3.2 Preparing Attachments for Bulk Import

Prepare a zip file containing your attachments and a CSV mapping file and upload it to SFTP so that SAP
SuccessFactors can import them into your system.

Context

Filenames for the zip, CSV, and attachment files must not contain any spaces. Use underscores or dashes. The
system will validate the files and import will fail for files with names that contain spaces.

Scheduled jobs are set up in the Provisioning application.

 Remember

As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner. If you're no longer working with an implementation partner, contact SAP Cloud
Support.

Procedure

1. Collect all the attachments you want to import in one folder.


2. Download a background information import template.

a. Go to Admin Center Export Extended User Information .


b. Select Background Information.
c. Click Export Template.
d. Save it as a CSV file.
3. Remove all background elements except the one for which you want to import attachments.

For example, you might have a background portlet called "Documents" that includes an attachment and a
document name. The CSV might look like this:

 Example

 Note

The columns in your template may vary. Background elements can contain other data fields, such as dates
or descriptions, in addition to attachments. However, you can only import attachments to a background
element that has an Attachment column in the import template.

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4. Create a mapping file by filling out one row in the CSV for each attachment you want to import, including the
following information:

Column Description

User ID column The first column in the CSV file should be ^UserId. This
should be the User ID of the employee for whom you are im­
porting the attachment.

Background Element ID column The second column in the CSV file should be the background
element ID. This should be the same for every row in your
mapping file. This column identifies the background ele­
ment for which you are importing attachments.

Attachment column This can be any column in the CSV file but must be present.
The CSV import template respects the field order that is
configured in your data model. This should be the filename
(including the file extension) of the attachment for that user.

Other columns The CSV import template respects the fields and field order
that are defined in your data model. It may contain columns
for other data fields, such as dates or descriptions.

In our example, there is a field called DocName used to de­


fine a display label for the document name as it appears in
the UI. This is just an example and this field may not appear
in your instance.

In our example, the completed mapping file looks like this:

 Example

5. Save the CSV mapping file to the same folder where you saved all your attachments.
6. Select all the files in the folder—attachments and mapping file— and archive them together in a zip file.

 Tip

Select all the files and zip them directly, rather than zip the folder that contains them. Zipping the whole
folder can cause issues with the import.

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In our example, the zip file looks like this:

 Example

7. Upload your zip file to a folder on your SFTP server.


8. Contact SAP Cloud Product Support to request a scheduled job to import your attachments.

 Note

Be sure to include in your request the exact name of the zip file and the SFTP folder where it is located.

Task overview: Importing Attachments to Employee Profile [page 111]

Related Information

Attachments to Extended User Information [page 112]


Exporting Attachments [page 115]

10.3.3 Exporting Attachments

You can export attachments for background information by scheduling a Live Profile Export job in Provisioning.

Context

 Remember

As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner. If you're no longer working with an implementation partner, contact SAP Cloud
Support.

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Managing Extended User Information by Using Data Files PUBLIC 115
Procedure

1. Log into Provisioning.


2. Select the requested company instance.
3. Under Managing Job Scheduler, click Manage Scheduled Jobs.
4. Create a job with Job Type as Live Profile Export.
5. In the Job Parameters section, choose Background Information, select the Include Attachment checkbox, and
then fill out other required fields.

 Note

○ Because of large data volume, currently we don't support file encryption when exporting background
information with attachments. Please select None in File Encryption if you’re allowed to access the
unencrypted files.
○ If you want to encrypt the export files for background information, deselect the "Include Attachment"
checkbox.
○ Because of large data volume, the export file will be zipped even if you choose the Unzip export file if it
is zipped checkbox.
○ We recommend that you use the SF hosted SFTP server for better performance.

6. Submit the job.

Results

After the job finishes, one or more zip files consisting of a csv file and attachments will be successfully exported,
and you’ll receive an e-mail about the export results. The name of the exported zip files are
BackgroundDataWithAttachments[file number].zip.

Please note that in the csv file, the "attachment" column contains the corresponding filenames of attachments.

Task overview: Importing Attachments to Employee Profile [page 111]

Related Information

Attachments to Extended User Information [page 112]


Preparing Attachments for Bulk Import [page 113]

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116 PUBLIC Managing Extended User Information by Using Data Files
10.4 Importing Photos to Employee Profile

Employee photos can be imported in batch through a scheduled job in Provisioning. As a customer, you need to
prepare your photos and a CSV file that maps the photos to existing usernames, and then request a batch upload
job.

File Requirements [page 117]


Before you request a job to batch upload employee photos, you need to prepare the employee photos and a
CSV file that meet the requirements specified.

Requesting a Job for Photo Upload [page 120]


Users can personalize their profiles by adding profile photos. Employee Profile photos can be added
manually by individual users in the People Profile. Additionally, an admin can request a job or multiple
parallel jobs to upload photos in batch.

Task overview: Managing Extended User Information by Using Data Files [page 99]

Related Information

Extended User Information [page 99]


Adding or Updating Extended User Information [page 103]
Importing Attachments to Employee Profile [page 111]

10.4.1 File Requirements

Before you request a job to batch upload employee photos, you need to prepare the employee photos and a CSV
file that meet the requirements specified.

Requirements for Profile Photos

The profile photos must meet the following requirements:

● Photo size
Each photo must be 2 MB or less. The recommended size is 100 KB.
● Photo format
JPG format only. If your photos are in other formats, convert them into JPG format with a tool
● Aspect ratio
3:4 is preferred for optimal display results.
● Dimension in pixels
The recommend dimension is 180 pixels in width and 240 pixels in height.
● Filenames

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The filenames of the photos must not contain spaces. Use dashes or underscores to replace spaces.
● Show the whole face in cropped photos
The profile photos are cropped to a circular shape on the People Profile. To ensure that the whole face is
displayed properly, we recommend that the face is positioned within the circular crop area as follows:

Requirements for the CSV File

The CSV files used by the batch job must meet the following requirements:

● It must contain two columns only: a Username column followed by a Filename column.

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In each row, enter an existing username in the Username column and a file name in the Filename column to
create a mapping. All names are case-sensitive. Example:

 Tip

To get the list of employee usernames in the instance, go to the Manage Users tool in Admin Center, or you
can export the full user list with the Employee Export tool in Admin Center.

● For the CSV filename, we recommend using names like instanceID_photos_YYMMDD.csv.


The "instanceID" is the company instance name, and the "YYMMDD" is the date when the scheduled job runs.
● The maximum number of photos in a single CSV file is 5000.
If you have more than 5000 photos to upload, split them into multiple CSV files and request an upload job for
each file. For optimal performance, we recommend that you split the photos into batches of similar sizes. If
your jobs take too much time to complete, consider splitting the CSV files into even smaller chunks.

 Caution

If you prepare multiple CSV files for parallel jobs, do not put the same username in more than one file.
Overlapping in usernames can lead to job failure.

Parent topic: Importing Photos to Employee Profile [page 117]

Related Information

Requesting a Job for Photo Upload [page 120]

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10.4.2 Requesting a Job for Photo Upload

Users can personalize their profiles by adding profile photos. Employee Profile photos can be added manually by
individual users in the People Profile. Additionally, an admin can request a job or multiple parallel jobs to upload
photos in batch.

Prerequisites

Before you make a request, prepare the following:

● An SFTP account. For security reasons, we recommend that you use SAP SuccessFactors hosted SFTP server.
In case you don’t have an SFTP account, contact your Partner or SAP Cloud Support.
● Employee photos and a CSV mapping file that meet the requirement specified in File Requirements [page 117].
If you want to request multiple jobs that run in parallel, prepare one CSV file for each job.

Procedure

1. Create a directory on the SFTP server.


2. Upload the photos and the CSV file to the directory.
3. Contact your Partner or SAP Cloud Support to request a batch upload job or parallel upload jobs. Provide the
following information in your request:
○ Company instance ID
○ SFTP server address and login credentials
○ CSV file path and name
○ Job occurrence
○ Email address of additional recipients who want to receive notifications

 Note

In the case of parallel jobs, you can create one directory to store all photos and CSV files for all jobs; or you
can create separate directories to store the files needed for each job. Either way, the information you
provide when requesting the job should match that on the SFTP server.

Task overview: Importing Photos to Employee Profile [page 117]

Related Information

File Requirements [page 117]

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11 Managing Users by Using OData APIs

Besides using the UI-based and File-based methods to manage user data, you can also use the API-based process.
All fields of both the Basic User Information and Extended User Information are combined into the User Entity.

Context

The operations you can perform by using the User OData API includes Query, Merge/Replace, and Upsert. For
more information on using the API-based process to import and export user data, see User.

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12 Using the Check Tool

Use the check tool to find potential problems and errors in your configuration before you call support about an
issue.

Prerequisites

Enable Metadata Framework (MDF). Most customers already use MDF.

Assign Access Check Tool and Allow Configuration Export to your role in Role-Based Permissions (RBP). If you want
to use the Quick Fix feature for the checks that have it, assign the Allow Check Tool Quick Fix permission too,

● Access Check Tool authorizes users to access the tool.


● Allow Configuration Export authorizes users to attach configuration information to a ticket.
● Some checks have a quick fix, which can be used to immediately correct any issues found by that check.
Assign the Allow Check Tool Quick Fix permission to authorize users to run these quick fixes.

Procedure

1. Go to Admin Center.
2. In the tools search field, type Check Tool.
3. In Application, select the application you want to check.

 Tip

All Applications runs checks in all your applications.

For example, to run checks for Time Off, select Time Off.

You see the checks for the application you selected. The description for each check describes the situation you
hope to find in running the check. For example, in running the check Accrual lookup by seniority is consistent,
you hope to find that the lookup is indeed consistent.
4. Click the check the box at top left in the table to run all checks.
5. If you want to run only some checks, select them individually.

 Tip

To understand what a check does, right click the Check ID. The system then displays some information on
the check.

6. Click Run Checks to check your applications for the checks you selected.

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Next Steps

Evaluate the results and resolve the issues. If you encounter an error you cannot resolve, contact Support by
creating a ticket.

Benefits of the Check Tool [page 123]


The SAP SuccessFactors check tool helps you identify and resolve issues when your system doesn’t work
as you expect.

Check Results [page 123]


After you run checks in the check tool, it returns the results of the check so that you can resolve issues that
it found.

Creating Support Tickets from the Check Tool [page 124]


When the check tool reports a serious issue, you might need to contact Support. You can create a Support
ticket from within the check tool.

Using the Quick Fix Feature [page 125]


The Check Tool includes a Quick Fix feature that you can use to immediately correct issues found during a
check run.

12.1 Benefits of the Check Tool

The SAP SuccessFactors check tool helps you identify and resolve issues when your system doesn’t work as you
expect.

If your SAP SuccessFactors applications are behaving in unexpected ways, it is likely that it has a configuration or
data conflict: you have some data that is inconsistent or a configuration error. The check tool quickly identifies
these types of problems so that you can avoid support tickets. You might still need to create a support ticket if the
problem is severe, but even in severe cases, the check tool can save you time because it can export the results of
the check and your configuration for support. The support engineer, therefore, can identify the issue more quickly.

When you run the check tool, you see:

● A list of issues in your configuration or data and the severity of each issue.
● A solution or recommendation to address the issue.

12.2 Check Results

After you run checks in the check tool, it returns the results of the check so that you can resolve issues that it
found.

To see the results of the checks, look in the Results column. If you run the checks multiple times to see how you are
resolving issues, look in the Previous Result column to compare the current results to previous results.

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Using the Check Tool PUBLIC 123
Possible Results of Check Tool

Result Action

No issues found If the tool cannot find issues, you see a green check mark the Result.

Issues found If the tool finds issues, it reports the number of issues and a yellow warning icon or a red alarm
icon.

● The yellow icon indicates a low severity issue. The system proposes a solution.
● The red icon indicates a high severity issue. You must take action, which could include creat­
ing a Support ticket.

Related Information

Creating Support Tickets from the Check Tool [page 124]

12.3 Creating Support Tickets from the Check Tool

When the check tool reports a serious issue, you might need to contact Support. You can create a Support ticket
from within the check tool.

Prerequisites

Run the check tool. You can find the check tool by going to Admin Center Check Tool . You create the ticket
from the results page of the tool.

Procedure

1. On the results page, look in the Result column for the errors you want to report on.

You usually contact Support for high severity issues not low severity issues.
2. Click the error in the result to open the Detailed Result.

 Note

If you cannot click the error, expand the list of checks from the Description column, and then click the error
from the Result column.

3. In Detailed Result Need Assistance? , copy the component ID.

For example, LOD-SF-EC is the component ID for Employee Central.

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124 PUBLIC Using the Check Tool
4. Create a customer incident in the relevant category.
5. When you create the ticket, paste the component ID into the ticket.

12.4 Using the Quick Fix Feature

The Check Tool includes a Quick Fix feature that you can use to immediately correct issues found during a check
run.

Procedure

1. Run checks as described in Using the Check Tool for one or more components. The tool generates check
results, some of which might be warnings or errors.
2. Select the result of one of the checks where issues were identified. If the check includes a quick fix, you see the
four-step process at the top of the resulting window. You are in step 1, called Found Issues.
3. Choose Step 2 to proceed to Select Correction.
4. The resulting window shows one or more corrections for the issue. Select the one you want and choose Step 3
to proceed to Final Approval.
5. In the Final Approval step, you can opt to change your mind and not carry out the fix. If you want to proceed,
choose Step 4.
6. The system confirms that the fix is now running. Choose Close to complete the procedure. The system verifies
that the fix has run correctly after a short time by running the check again.

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13 Removing Users

Use this procedure if you want to freeze or delete a user account due to the user's unavailability in the company, for
example, when an employee is on maternity leave or when an employee resigns from the company.

Context

To freeze a user account, you can change the user status to inactive in the system. To delete a user account entirely
from the system, besides changing the user status to inactive, you also need to create a purge request for inactive
users and perform a purge to delete all the user data.

1. Setting User Status to Inactive [page 126]


Users in SuccessFactors can have either an active or inactive status. By default, the status of all of users is
set to active when they are initially added to SuccessFactors. If you want to freeze a user account, you can
set the user as inactive in the system.
2. Purging User Data [page 127]
For data protection and privacy, you may be required to completely purge inactive users from your system
along with all their data, based on a single, common retention time.

13.1 Setting User Status to Inactive

Users in SuccessFactors can have either an active or inactive status. By default, the status of all of users is set to
active when they are initially added to SuccessFactors. If you want to freeze a user account, you can set the user as
inactive in the system.

Prerequisites

Before you use the UI-based method to deactivate a user who is a manager, you need to do a manager transfer,
which forwards in-progress forms to a new manager. To set up a manager transfer, use the Automatic Manager
Transfer tool in Performance Management.

Context

Setting a user as inactive means that no changes can be made to the account. You can change user status one by
one using the UI, or modify multiple user statuses in a file and upload it to SAP SuccessFactors.

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126 PUBLIC Removing Users
Procedure

● Use the UI-based method.


a. Go to Admin Center.
b. In the tools search field, type Manager Users.
c. Search the user that you want to deactivate.
d. Click the user's name. In the Edit User window, select No for the Active field.
e. Click Save to save your change.
● Use the file-based method.
a. Prepare your user data file and change the Status field to inactive in the file.
b. Import the user data file as you would for any other data change.

 Note

If any of the deactivated users are managers, you can configure automatic manager transfer using the
import options.

Task overview: Removing Users [page 126]

Next task: Purging User Data [page 127]

13.2 Purging User Data

For data protection and privacy, you may be required to completely purge inactive users from your system along
with all their data, based on a single, common retention time.

Context

For more information about how to do a full purge of inactive users and their data, see Purging Inactive Users and
All Data.

Task overview: Removing Users [page 126]

Previous task: Setting User Status to Inactive [page 126]

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Removing Users PUBLIC 127
14 User Login Data Purge

User Login data is purged automatically after one year.

Login records include the login details such as first login date and last login date as well as the user information
(such as user ID and user name) and manager information (such as the manager's user ID and manager's user
name). Login records will automatically be purged after one year. Additionally, a limit of 100,000 login audit records
for a user and a limit of 50 million login audit records for all users in a company have also been defined. When one
of the two limits is reached, older audit records are purged even though they were created less than a year ago.
Therefore, we recommend that you perform a backup beforehand using ad hoc report.

Exporting Login Data with Ad Hoc Report [page 128]


You can use ad hoc report to export login data.

14.1 Exporting Login Data with Ad Hoc Report

You can use ad hoc report to export login data.

Context

For detailed steps on how to create an ad hoc report, see Ad Hoc Report Builder.

Procedure

1. Go to Admin Center Reports and choose Ad Hoc Reports.


2. Choose Create New Report.
3. Select Login Data as the report definition type.
4. Configure the report settings as you want.

 Recommendation

If you want to generate a report on what data you should back up before it’s purged, do as follows:
○ In the Columns section, choose Total Logins from Employee Login Detail as well as other columns that
you want to report, for example, User Name (if selected, the report displays total logins per username).
Then select Group By to define aggregates. In the Define Aggregates dialogue box, choose Total Logins
as Aggregate Column and COUNT or SUM as Function.

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128 PUBLIC User Login Data Purge
 Note

Please don't select both Total Logins and Access Date. Otherwise the total logins is displayed as 1
for each row.

○ In the Filters section, choose Access Date from Employee Login Detail and define access date By Rule.
You can add a rule, for example, less than “2019-06-07”, to back up the login records prior to this date.

 Recommendation

If you want to back up login data prior to a certain date, do as follows:


○ In the Columns section, choose the columns that you want to report, for example, First Name, Last
Name, Access Date, Direct Reports, etc.
○ In the Filters section, choose Access Date from Employee Login Detail and define access date By Rule.
You can add a rule, for example, less than “2019-06-07”, to back up the login records before this date.

5. Save the report and then go back to the reports list to select Run Report.

Task overview: User Login Data Purge [page 128]

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User Login Data Purge PUBLIC 129
15 About Technical User

A technical user is a special user created for integrating SAP SuccessFactors with other SAP products and
solutions.

A technical user is generated duing data migration process of the existing instances, or when a new instance is
created. It is not a real person, and will be granted permissions to access data required for integration using APIs. It
is now used in the integration between SAP SuccessFactors and Best Practice.

Please note that a technical user cannot be purged in the system or exported using Employee Export, or API. It
won't be included in reports. You cannot use technical user to log into SAP SuccessFactors.

Related Link: Registering Your OAuth2 Client Application

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130 PUBLIC About Technical User
16 Synchronizing User Account from SAP
SuccessFactors to SAP Identity
Provisioning Service in Real Time

You can synchronize user account changes, for example, changes in the status and email fields, from SAP
SuccessFactors to SAP Identity Provisioning Service (IPS) in real time.

Context

If your users have been migrated from SAP SuccessFactors to SAP Identity Authentication Service, you should
enable and configureReal-time User Account Sync from SAP SuccessFactors to SAP IPS to sync user account data
in real time. The user account sync event will be triggered once you change one of the five fields (username, first
name, last name, email address, and status) using the user interface or User API, and then the following fields will
be synchronized from SAP SuccessFactors to SAP Identity Provisioning Service (IPS) by default. Please be aware
that USERNAME, STATUS, FIRSTNAME, LASTNAME, BUSINESSPHONE, EMAIL should be configured as standard
elements in Succession Data Model beforehand.

● STATUS
● USERNAME
● FIRSTNAME
● LASTNAME
● EMAIL
● PERSONIDEXTERNAL
● PERSONGUID

 Note

● If the admin user is created from Provisioning, the user cannot be synced to SAP Identity Authentication
Service ( IAS) in real-time. The workaround is to run a batch sync from IPS manually after the admin user is
created in Provisioning.
● If the user is updated from the employee profile page in Employee Central, the change cannot be synced to
IAS in real-time. For example, if email is updated from Edit Contact Information or first name/last name is
updated from Edit Personal Information, the change is not synced to IAS in real-time and it will be synced in
the next scheduled batch sync.
● If the user is updated from scheduled jobs like Employee Import or HRIS Sync, the changes cannot be
synced to IAS in real-time. For example, if the user status is changed to be inactive by Employee Import job,
the change will not be synced to IAS in real-time and it will be synced in the next scheduled batch sync.

Read the following steps on how to enable and configure Real-time User Account Sync from SAP SuccessFactors to
SAP IPS .

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Synchronizing User Account from SAP SuccessFactors to SAP Identity Provisioning
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Procedure

1. Log into your instance and go to Admin Center Business Scenarios .


2. On the Business Scenarios page that appears, locate the scenario Real-time User Account Sync from SAP
SuccessFactors to SAP IPS.
3. Turn on the active button, and you will be taken to the configuration UI page.
4. On the configuration UI page, provide the integration name and description in the Options tab before clicking
Next to continue:

Option Description

Integration Name Real-time User Account Sync from SAP SuccessFactors to


SAP IPS

Description User account changes, for example, changes in the login


name, status, and email fields, will be synchronized from
SAP SuccessFactors to SAP Identity Provisioning Service
(IPS) in real time.

Destination Page Size Read only and will always have the value 1. Destination Page
Size limits the number of records that will be included in a
Batch-Paging element. When this number is exceeded, a
new Batch-file gets created. By default, the value of the Des­
tination Page Size is set to 1.

5. Specify options in the Source Setting tab like below before clicking Next to continue:

Option Value

REST Server Settings Enable it if not enabled yet.

Connection Name IPS Destination Settings for Real-time User Account Sync

REST API URL * See "Create Identity Provisioning Systems" in Real-Time Pro­
visioning (Bundles) to find out how to set this value.

Authentication Type OAuth. Because we need to access data during integration,


an authentication process is required to specify which par­
ties can access the data. Only the OAuth type is available
here.

OAuth: specifies a process for resource owners to authorize


third-party access to their server resources without sharing
their credentials.

OAuth Configurations Click Click to manage OAuth Configurations. In the new page
on the left side, choose Add and fill in the fields on the con­
figuration page.
○ Configuration Name: IPS Configuration for Real-time
User Account Sync
○ OAuth Type: Choose OAuth 2.0
○ Grant Type: Choose Client_Credentials

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Synchronizing User Account from SAP SuccessFactors to SAP Identity Provisioning
132 PUBLIC Service in Real Time
Option Value

○ Client ID: See "Create OAuth Client Credentials" in Real-


Time Provisioning (Bundles) to find out how to set this
value.
○ Client Secret: See "Create OAuth Client Credentials" in
Real-Time Provisioning (Bundles) to find out how to set
this value.
○ Token URL: See "Create OAuth Client Credentials" in
Real-Time Provisioning (Bundles) to find out how to set
this value.
○ Token Method: Choose POST.

Operation Name User-definable and not required.

Operation URI*: Read only.

Calculated URId Can be ignored for now; used only if the URL is dynamic,
which isn’t the case of this integration.

HTTP Method POST. Read only; specifies the HTTP method which should
be used for data replication in integration (for example, GET,
POST). In this integration, this is set to POST.

Payload Format Read only. Each integration needs to specify the data format
in the payload. The data in this integration is transformed in
form of JSON.

Source Page Size 1000 by default. Specifies how many cost centers are read
from the Log API at once. Large page size can yield higher
performance, but complex queries may need small page
size.

Enable diagnostics for Run Now Make sure it's not selected.

6. Check the summary of integration configuration at the Review and Run tab and click Save to save your
configuration.

The real-time user account sync job will run once there is a change in one of the five fields (username, first
name, last name, email address, and status) using the user interface or User API.

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