Module7 ECPayrollIntegration

EMPLOYEE CENTRAL
MASTERY
Module 7
EC Payroll Integration
2013. SuccessFactors, Inc., An SAP Company. All rights reserved.

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SuccessFactors Proprietary and Confidential 2013 SuccessFactors, An SAP Company. All rights reserved.
Supplementary Resources
This module provides informational content that focuses on Employee
Central to Employee Central Payroll integration. To fully understand this
content, a general knowledge of SAP system functionality and navigation is
required. There are supplemental courses offered by SAP as part of the HCM
Payroll and Benefits curriculum that will support and clarify the material
provided in this module. To register for these courses, follow the links
below:
Internal:
https://learningportal.wdf.sap.corp/sap(bD1lbiZjPTAwMSZkPW1pbg==)/bc/bsp/
sap/z_lso_center/catalog.htm?objid=70000560#tab=Catalog&obj=L-70001555-70
001571
Learning Center > SAP Education Catalogs > SAP Education Americas > SAP
Project Team Training USA/Canada > Public Classroom Training > ERP >
HCM
External:
https
://training.sap.com/us/en/curriculum/hcm_workfo1-hcm-payroll-and-benefits-g-en
There is a registration fee associated with enrollment of these courses
Additional Resource Guides & Handbooks are also provided within

the Module 7 folder
Table of Contents
EC Payroll Overview
Middleware Overview
Basic Integration Process
Configuring EC to EC Payroll Integration
Maintaining Users in EC
Maintaining Users in EC Payroll and SAP Identity
Management (IDM)
Implementing EC Payroll Integration
4
Chapter 1: EC Payroll
Integration Overview
Chapter 1: Objectives
Recall the functions of EC Payroll
Define the roles of the professionals that make up
the EC Payroll Integration Team
Overview
Employee Central Payroll (ECP) allows you to:
1. Run payroll using EC as your master data system as well as data
from other 3rd party systems
2. Process payroll for employees in multiple countries while ensuring
compliance with local legal regularity and reporting requirements
3. Employees can also see their pay statements and other payrollrelated data in EC
An Integration Team is required to implement ECP. The

key experts typically involved in the process include:
. SuccessFactors Professional Servicesthe main point of contact for
entire process; Ensures that all required system settings for
Employee Central is done
. Dell Consultantsprovides support for setting up the middleware
. SAP Consultantsmain point of contact for the configuration of EC
Payroll for customer
7
CHAPTER 2 MIDDLEWARE
OVERVIEW
Define the purpose of middleware in the
integration process
List the steps to Manual Mapping
Identify additional resources
Overview
Application Programming Interface (API) is implemented in
Employee Central to extract the required employee data
Middleware allows the communication between EC and ECP
performs and monitors the inbound data replication into the SAP ERP
backend system
Note: Data only travels one wayit is sent only to the SAP ERP backend
system, no data is sent back to EC
Dells Boomi AtomSphere is a mapping and integration tool

that calls the API in EC and collects all extracted employee
data
Typically, set up will be handled by a technology specialist
SAP delivers a preconfigured Integration Pack for Boomi, which
handles the mapping for all standard employee data fields
10
This Integration Pack contains the required mapping between the EC

data fields and the corresponding fields in the inbound structure of the
SAP payroll system
Manual Mapping
The template included in the Integration Pack does
NOT consider customer-defined fields
A separate template to handle the mapping of customerdefined fields must be created and loaded into the
middleware
The template process follows the following steps:

1. Trigger (manually) the request for data from Employee
Central
2. Map the data extracted from EC to the SAP ERP backend
system
3. Send the mapped data to the SAP ERP backend system
11
Additional Resource: The SFAPI Functional Guide contains more

information on manual mapping
CHAPTER 3: BASIC
INTEGRATION PROCESS
Recall the Basic Integration Process for EC Payroll
13
Basic Implementation Process

This is a simplified approach to a possible
implementation and integration processshould
be adjusted based on customers business
requirements
1. Check if the Customer has already set up the
systems required to run ECP. Required systems
include:
Middleware
Note: For ECP, all systems are already on the required
releases and have the relevant notes installed.
2. Configure the EC System so that it can

communicate data to ECP
14

3. Identify which user roles are required in ECP and the
users that you need to create for your customer
Create these users in the Payroll System and assign the correct
user roles to them
4. Replicate master data from EC to SuccessFactors ECP

using the CompoundEmployee service from EC and the
inbound service interface
EmployeeMasterDataReplicationRequest_In in SAP
Note: You're cannot change the infotypes that are part of the
replication in the ERP backend system. If you do, they will be
overwritten during the next replication run. This is further
discussed in the Master Data Replication section of this lesson
5. Configure all required settings in SAP ERP Customizing

to be able to use ECP
15

6. Set up middlewareDell Boomi AtomSphere
This system maps the employee data to the
corresponding fields in the SAP ERP system during data
replication
7. Perform the manual mapping activities within the

ERP system
This activity requires manual mapping of data that is not
mapped automatically by the middleware.
16
Chapter 4: Configuring EC to
ECP Integration
Chapter 4: Objective
Describe the configuration process for EC to EC
Payroll Integration
18
EC to ECP Integration Overview

This process allows data communication between the EC and
ECP systems in order to integrate data:
1. Edit settings in Provisioning
Enable the integration of payroll and select the countries for which you
want to use Payroll
2. Edit settings in Admin Tools
Configure employee files and provide Admins with required permissions
3. Upload Picklists
External codes have to be entered for all picklists for ECP. These codes
must all be unique for the contexts
4. Enable Application Programming Interface (API)
Enablement of the Application Programming Interface, which uses the

Employee Central API CompoundEmployee to replicate the employee
master data from Employee Central to SuccessFactors Employee Central
Payroll
5. Set Permissions for API User
19
Give users access to use the APIdoes not grant user interface logon
Step 1: Editing Settings in Provisioning

Activate Payroll Under Integration: Under Edit Company Settings, select Company Settings >
scroll down to the Enable Payroll Integration section under Employee Central > Check the boxes for:
a. Enable Payroll Integration
b. All countries where the Payroll UI federation is used
c. Enable Cost Distribution if it is used by the customerthis requires "EC V2 (i.e. Event Reason
Derivation)", "Enable Generic Objects" and "Effective Dated Data Platform
c
20
Set up the Corporate Data Model (define how the organization, pay and job
structures that define the company are reflected in the system)
Under Succession Management, select Import/Export Corporate Data

Model XML
Edit XML File Open the XML file in an XML editor and adjust the data model
according to the company's requirements
Upload the Corporate Data Model in Provisioning under Succession Management

> Import/Export Corporate Data Model XML
Example XML File: Defining a Foundation

Object
21
<hris-element id=location>
<label>Location</label>
<hris-field max-length=32 id=externalCode
visibility=both required=true />
<label>Code</label>
</hris-field>
...
<search-criteria>
<search-field id=corporateAddress.city />
<search-field id=corporateAddress.country />
</search-criteria>
</hris-element>
SuccessFactors Proprietary and Confidential
2013 SuccessFactors, An SAP Company. All rights reserved.
Set up the Succession Data Model (data that is related to the

people in a company)
Under Succession Management, select Import/Export Data Model
Edit XML File Open the XML file in an XML editor and adjust the data
model according to the company's requirements
Upload the Corporate Data Model in Provisioning under Succession

Management > Import/Export Succession Data Model XML
Example XML File: Defining the object
paymentinfo
<hris-element id="paymentInfo">
<label>Payment Information</label>
<hris-field max-length="20" id="payment-method"
visibility="both" required="true">
<label>Payment Method</label> </hris-field>
</hris-element>
22
Set up the Country-Specific Succession Data Model (entering data in a specific

format depending on the country the company is located in)
Under Succession Management, select Import/Export Country Specific XML

for Succession Data Model
Edit XML File Open the XML file in an XML editor and adjust the data model
according to the company's requirements
Upload the Corporate Data Model in Provisioning under Succession Management

> Import/Export Country Specific XML for Succession Data Model
Example XML File: Defining an EEO Job Group

Employee in the US
23
<country id=USA>
<hris-element id=jobInfo>
<label>Job Information</label>
<hris-field max-length=256 id=eeo-class
visibility=both required=false
pii=false>
<label>EEO Job Group</label>
<picklist id=EEOJOBGROUP_USA />
</hris-field>
</hris-element>
SuccessFactors Proprietary and Confidential
</country>
Step 2: Editing Settings in Admin Tools

Configuring Employee Files:
a. In the Admin Tools in the portlet Company Processes
and Cycles, select Employee Files and select
Configure Employee Files
b. Check the boxes for Payroll
and Pay Statement > Sort
b
Order > Save Changes
24
Step 2: Editing Settings in Admin Tools

Giving Admins Required Permissions:
The following roles need to be created in the system after the
Succession Data Model and Country- Specific Data Models are set up:
Standard User
HR Admin
Payroll Admin
You can assign these roles in the Admin Tool of the EC system by following these steps:
1. Navigate to Manage Employees, select Set User Permissions and select Manage Permission
Roles
2. Choose Take Action and then Edit for the HR Role
3. Select the Permission button
4. Select Employee Views and check the boxes for Payroll and Pay Statement > select Done and
Save Changes
5. Select Employee Data and check the Payment Information box under HR Information > select
Done and Save changes
6. Select Employee Central Effective Dated Entities and check all boxes for the fields that the
user with the HR Role is allowed to see or to edit. Here make sure that you enable the following:
25
All the international and country-specific Job Information fields

All payroll-specific Compensation Information fields > select Done and Save Changes
Step 3: Uploading Picklists

External codes have to be entered for all picklists for
Employee Central Payroll
These codes must all be unique for their contexts
Uploading Picklists for Pay Scale Area and Pay

Scale Type: must upload country specific picklists to
make sure the users only see the values
Modify the country-specific Succession Data Model
Define the Picklists
For Payscale area and Pay scale type you need the picklist
ISOCountryList
Set permission for the Job Information fields

Update the HRIS Propagation XML
Validate your changes
26
Step 4: Enabling API

1.
Enable API through EC API CompoundEmployee
1
2.
3.
Activate Audit Log

Create API Login User (SFAPI) in your instance
27
Step 5: Setting Permissions for API User
In Admin Tools > Manage Security > Manage Permission

Roles, click Permission to add the following permissions:
a.
General User Permission
b.
Employee Central API
c.
API User Login
Employee Central HRIS API
Manage User
Employee Export
Note: These permissions give the user
only access to use the API and do not
grant any user interface logon.
c
28
CHAPTER 5: MAINTAINING
USERS IN EC
Describe how to configure EC instance for ECP
30
Configuring EC instance for ECP

Follow these steps to configure your EC instance for ECP:
1.
Log in to Provisioning > Under Edit Company Settings > Select Company
Settings
2.
Scroll down to Employee Central > Enable Payroll Integration for all countries
31
Enter server URL: https://my010010.payroll.ondemand.com

Enter client ID 801 for all countries
3.
Save your changes
4.
Log in to your instance with user admin
5.
Go to Admin Tools

6.
Select Employee Files > Configure Employee Files
7.
Check all boxes for Payroll and Pay Statement and move the menu
items up or down as desired using the arrows on the right side of the
screen
8.
9.
Save your changes

Go to Set User Permissions Manage Permission Roles
10. The payroll features need to be added to at least one of the roles. Its
recommended to add the features to the Employee Self Service role,
then all EC users are able to show payroll data and pay statements:
. Choose Take Action Edit for all roles where the features shall
be added
11. Under Permission Settings > select Permission
32

12. Select Employee Views > Check all boxes for Payroll and Pay
Statement
13. Select Done and Save changes
33
Chapter 6: Maintaining Users

in ECP & SAP IDM
Explain how users are maintained in ECP & SAP
IDM
35
User Maintenance
This process ensures that all users have only the
access and authorizations that fit their job by creating
roles that contain the correct permissions
1. Define User Roles
a. In the ECP system, open transaction PFCG and create
customer or project specific roles.
The name of those roles must start with "Z_CUST"
b. In the Role field, enter the role Z_SAP_FULL_ADMIN_TEMPLATE

and click Copy Role
c. In the to Role field, enter a new role name starting with
Z_CUST and click Copy All
d. In the Role Maintenance screen, click Change
e. In the Change Roles screen, go to the Authorizations tab and
click Change Authorization Data
36
User Maintenance
f.
In the Change Role: Authorizations screen, maintain the

predefined and open authorization fields for the
transactions.
g. Click Generate to generate an authorization profile

based on this data.
h. In the dialog screen Generate profile, click again
Generate
i.
37
In the dialog screen Assign Profile Name for Generated

Authorization Profile, click Execute
User Maintenance
2. Assign User Roles to Users: Once you have created
the user, you need to assign a role to the user, and then
add the user to infotype 0105 of the related employee
There is no automatic user creation done by the replication
process itselfyou can create users manually or by integrating
an Identity Management (IDM) system
The following section describes the use of SAP Netweaver Identity

Management*
*SAP NetWeaver Identity Management is required, so you must install Personnel Administration of SAP
ERP Human Capital Management (as of SAP Enhancement Package 4 for SAP ERP 6.0) and SAP
NetWeaver Identity Management 7.1
38
User Maintenance
To assign user roles:
a. Activate the BAdI to Get Personal Numbers
b. Define the Query to Determine Data to be Transferred
c. Define the Mapping of Sent Data to IDM/LDAP Structure
d. Maintain Roles to be Assigned to Users
e. Select and Send Prepared Information to SAP IDM
f.
Create Users
g. Update the Infotype with User Information
39
CHAPTER 7: : IMPLEMENTING
EC PAYROLL INTEGRATION
List the required EC fields for the replication of
data from EC to the SAP ERP backend system
41
Replicating Master Data from EC to SAP

Payroll
The following table shows you which Employee Central fields are
required for the replication of data from EC using the middleware to the
SAP ERP backend system.
Field
Which includes
Biographical Information
Date of Birth, Person id external, Country of birth, Place of birth, Birth

name, Region of Birth
Personal Information
Marital status, Native preferred language, Gender, Suffix, Salutation
Address Information
Address type, Effective start/end Date, Address1-8, City,

State/Province/County, ZIP Code, Country
Email Address Information
Email address type
Job Information
Job Code, Location, Company, Cost Center, Employee Class,

Employment Type, Event, Pay scale area, Pay scale type
Compensation Information
Pay Group
Pay Component Recurring
Pay-component, Frequency
Pay Component NonRecurring
Pay component, Alternative Cost Center
Cost Distribution
Cost center, Percentage
Direct Deposit
Payment method, Account type, Deposit type, Process type, Payment

type code
National
ID Card
SuccessFactors
Proprietary and Confidential
42
Country, National ID
CHAPTER 7.1: SELF-QUIZ
Test Yourself
Read through the Chapter 5 in the EC ERP Handbook on
Master Data Replication Information (pages 20-51) and
answer the following questions:
1. True or False: For the tasks required in master data replication you
will need the support of SuccessFactors Professional Services. You
will not be able to make the required settings without them. True
2. The replication of employee master data from Employee Central to
the SAP ERP backend system uses the _________ service from
Employee Central and the inbound service interface ________in SAP.
3. In this case there is country-dependent mapping of 3 source fields
into one single target field. The processing order of the three source
fields is defined in the middleware as what
1.
2.
3.
44
1) State 2) Providence 3) County
Test Yourself
4. Which of the following fields does NOT require further mapping
when replicating data from EC to SAP ERP?
a.
b.
c.
d.
Marital Status
Salutation
Job Code
Country
5. True or False: If you create new Payroll Events you will have to
change the Technical User Template to ensure successful
communication with the middleware.
6. In Employee Central, an employee's payment information is
handled by the HRIS elements directDeposit and paymentInfo.
What is the data is replicated to in the SAP ERP backend system?
a.
b.
c.
d.
45
Infotype 1009
infotype 0009
directDeposit 0009
infotype 009 1) State 2) Providence 3) County
Test Yourself
1.
True or False: For the tasks required in master data replication you will need
the support of SuccessFactors Professional Services. You will not be able to
make the required settings without them.
2.
The replication of employee master data from Employee Central to the SAP
ERP backend system uses the _________ service from Employee Central and
the inbound service interface ________in SAP.
3.
46
Country
True or False: If you create new Payroll Events you will have to change the
Technical User Template to ensure successful communication with the
middleware.
6.
1) State 2) Province 3) County
Which of the following fields does NOT require further mapping when
replicating data from EC to SAP ERP?
5.
CompoundEmployee; EmployeeMasterDataReplicationRequest_In
In this case there is country-dependent mapping of 3 source fields into one

single target field. The processing order of the three source fields is defined
in the middleware as what:
4.
True
True
In Employee Central, an employee's payment information is handled by the

HRIS elements directDeposit and paymentInfo. What is the data is replicated
to in the SAP ERP backend system?
infotype 0009
You have completed Module 7 EC

Payroll Integration.
47
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Module7 ECPayrollIntegration

Uploaded by

Module7 ECPayrollIntegration

Uploaded by

EMPLOYEE CENTRAL

2013. SuccessFactors, Inc., An SAP Company. All rights reserved.

There is a registration fee associated with enrollment of these courses

Additional Resource Guides & Handbooks are also provided within

An Integration Team is required to implement ECP. The

Dells Boomi AtomSphere is a mapping and integration tool

This Integration Pack contains the required mapping between the EC

The template process follows the following steps:

Additional Resource: The SFAPI Functional Guide contains more

Basic Implementation Process

2. Configure the EC System so that it can

Basic Integration Process

4. Replicate master data from EC to SuccessFactors ECP

5. Configure all required settings in SAP ERP Customizing

Basic Integration Process

7. Perform the manual mapping activities within the

EC to ECP Integration Overview

2. Edit settings in Admin Tools

Configure employee files and provide Admins with required permissions

4. Enable Application Programming Interface (API)

Enablement of the Application Programming Interface, which uses the

5. Set Permissions for API User

Step 1: Editing Settings in Provisioning

Step 1: Editing Settings in Provisioning

Under Succession Management, select Import/Export Corporate Data

Upload the Corporate Data Model in Provisioning under Succession Management

Example XML File: Defining a Foundation

Step 1: Editing Settings in Provisioning

Set up the Succession Data Model (data that is related to the

Under Succession Management, select Import/Export Data Model

Upload the Corporate Data Model in Provisioning under Succession

Step 1: Editing Settings in Provisioning

Set up the Country-Specific Succession Data Model (entering data in a specific

Under Succession Management, select Import/Export Country Specific XML

Upload the Corporate Data Model in Provisioning under Succession Management

Example XML File: Defining an EEO Job Group

Step 2: Editing Settings in Admin Tools

Step 2: Editing Settings in Admin Tools

All the international and country-specific Job Information fields

Step 3: Uploading Picklists

Uploading Picklists for Pay Scale Area and Pay

Set permission for the Job Information fields

Step 4: Enabling API

Enable API through EC API CompoundEmployee

Activate Audit Log

Step 5: Setting Permissions for API User

In Admin Tools > Manage Security > Manage Permission

General User Permission

Employee Central API

API User Login

Employee Central HRIS API

Configuring EC instance for ECP

Enter server URL: https://my010010.payroll.ondemand.com

Save your changes

Log in to your instance with user admin

Configuring EC instance for ECP

Select Employee Files > Configure Employee Files

Save your changes

Configuring EC instance for ECP

13. Select Done and Save changes

Chapter 6: Maintaining Users

The name of those roles must start with "Z_CUST"

b. In the Role field, enter the role Z_SAP_FULL_ADMIN_TEMPLATE

In the Change Role: Authorizations screen, maintain the

g. Click Generate to generate an authorization profile

In the dialog screen Assign Profile Name for Generated

The following section describes the use of SAP Netweaver Identity

g. Update the Infotype with User Information

Replicating Master Data from EC to SAP

Date of Birth, Person id external, Country of birth, Place of birth, Birth

Marital status, Native preferred language, Gender, Suffix, Salutation

Address type, Effective start/end Date, Address1-8, City,

Email Address Information

Email address type

Job Code, Location, Company, Cost Center, Employee Class,

Pay Component Recurring