SF EC ServiceCenter Extension Impl en
SF EC ServiceCenter Extension Impl en
SF EC ServiceCenter Extension Impl en
3 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
6.4 Enabling Employee Support Work Center for your Agents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
12 Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
12.2 Scenario 2: Employee not replicated to Cloud for Customer or to SAP Jam. . . . . . . . . . . . . . . . . . . . . . 33
13 Appendix: Creating an OAuth2 authorization between SAP Cloud Platform and BiZx. . . . . . . . . . .35
This document describes changes to the Employee Central Service Center Implementation Guide for the recent
releases. If the information you are looking for is not described in this guide or if you find something described
incorrectly, please send mail to SAPSuccessFactorsDocumentation@sap.com and we will update this guide.
Q3 2017
September 8
Updated prerequisites for Ensure that you have SuccessFactors Employee Center Service Enabling Ask HR applica
deploying HTML and Java Center license and contact SAP Cloud Support to request subscrip tion on SAP Cloud Platform
application tion. [page 22]
Updated configuration de Updated configuration details for subscribed applications. Enabling Ask HR applica
tails to enable Ask HR tion on SAP Cloud Platform
[page 22]
Updated incorrect link on Corrected the incorrect link on Jam configuration. Configuring Knowledge
Jam configuration Base [page 28]
August 8
Disabling the fields from You can hide certain fields from the Search tab by using valid identi Configuring Knowledge
Base [page 28]
the Search tab of Knowl fiers for each field.
edge base
Disabling the Contact HR You can hide the Contact HR tab from the application, by using a Configuring Contact to en
tab from the application valid identifier. able Contact HR on ASK
HR [page 27]
Q2 2017
June 2
Employee Central Service This is the first version of Employee Central Service Center Imple About Employee Central
Service Center [page 4]
Center Implementation mentation Guide.
Guide
SuccessFactors Employee Central Service Center provides a comprehensive solution to HR service delivery. The
solution is designed for use by both employees and HR service delivery. Employee Service delivery is provided via
the Ask HR (Employee Workspace) link, employees get answers to their questions from anywhere within the
SuccessFactors HCM Suite. Guidance is also available to HR service representatives/agents to help them give
accurate, consistent and quick answers to questions that employees can’t answer on their own.
● It enables employees to create and manage tickets and to access further information such as Knowledge Base
content and service center hotline data that helps them find the desired information through Ask HR
(Employee Workspace).
● It supports optional Knowledge Base integration.
● It allows HR Service Delivery through HR Service Representative/Agent Workspace enabling HR Service
representatives to manage open requests, view reports and collaborate on requests.
With the Ask HR (Employee Workspace) view, employees have access to a searchable, context-sensitive
knowledge base (if configured) for getting answers to their questions. If they can’t find the answer in the
knowledge base, they can contact their HR directly by:
Creating a ticket, or
Sending an e-mail
The ticket management system offers the right tool set to HR Service Representatives, ‘the Agent Work center'
where they have access to ticket queue and thus employee tickets get assigned to them.
Note
Information from the HCM suite, including Employee Central, is built-in (i.e. without having to access multiple
systems) enabling HR Service Representatives to resolve requests effectively. The HR Service Representative
has access to employee data in SuccessFactors Employee Central based on role-based permissions. This also
ensures the security of sensitive employee data. Having this data available in a unified Service Center with easy-
to-read dashboards, also provides HR Operations Management visibility into the issues that are impacting
employees. It provides actionable insights and helps them report on their group's performance criteria such as
SLA compliance.
We recommend that the consultant performing the implementation has the following implementation and
configuration knowledge:
In this section you prepare your project beyond any standard software implementation projects parameter.
● Align with your HR team and define the business processes/ functional scope for your ticketing system.
● Create a blue print of your system landscape as per Employee Center Service Center. We only provide
○ one test SAP Hybris Cloud for Service tenant and
○ one productive SAP Hybris C4C tenant.
There is a 1:1 relationship between each SuccessFactors Employee Central instance and each SAP Hybris
Cloud for Service instance.
Note
In case you use a third SuccessFactors Employee Central instance for development purpose, then you must
set up a third environment. In this scenario, ensure that you take into account that this requires extra cost
for setting up a third SAP Hybris Cloud for Service tenant.
Before you set up Employee Central Service Center, ensure that you have:
The following steps are required to implement Employee Central Service Center.
Let's now see a brief comparison between the old and the new Employee Central Service Center.
Table 3:
Employee Central Service Center (old solution) Employee Central Service Center (new solution)
Ask HR application includes the following to cover the ticket SAP SuccessFactors offeres a new Service Desk HTML5 appli
screens such as Create ticket, Ticket overview, Ticket details: cation and owns new up-to-date tickets screens.
Employee Central data replication to SAP Hybris Cloud for Employee Central data replication to SAP Hybris Cloud for
Service via P2P (not available anymore for new customers as Service based on HCI.
of Q4 2016).
Customer project based integration to SAP Jam based on Standard Integration to SAP Jam
OpenSearch.
Note
The Employee Central Service Center package does not
cover the pricing for SAP Jam.
Implementation Checklist
The high level steps that are involved in the implementation of Employee Central Service Center are listed in the
following table.
Table 4:
Steps Description
In this section we cover the steps required to integrate SAP Cloud Platform with SuccesFactors Employee Central
through extensions.
SAP Cloud Platform, extension package for SAP SuccessFactors allows you to extend your SAP SuccessFactors
scope with applications running on the platform. The extension package makes it quick and easy for companies to
adapt and integrate SAP SuccessFactors cloud applications to their existing business processes, thus helping
them maintain competitive advantage, engage their workforce and improve their bottom line. For more
information, see https://help.sap.com/viewer/4b5e4baaf79e454f92cb71257a755fd4/PRODUCTION/en-US/
Validate that you are assigned to the corresponding SuccessFactors role to access the Extension package
1. Login to Employee Central account and search for Manage Permission Groups. Select Manage Permission
Groups.
Now the added members are the administrators for the customer extension module (Extensions admin).
In this section we cover the steps required to configure SAP Hybris Cloud for Service.
● Define functional scope for the Ticketing System, Ticket Processing, Ticket Routing, use of Computer
Telephony Integration (CTI).
● Configure your SAP Hybris Cloud for Service.
○ Covering the functional scope for ticket handling.
○ Customizing the employee support scenario in SAP Hybris Cloud for Service, for example "How to enable
HR Representatives to access their workspace".
○ (optional) Configuring mashup with Employee Central for enabling agents to access the SuccessFactors
Employee Central system within their agent workspace.
● Replicate the following Employee Central master data to your SAP Hybris Cloud for Service system.
● ○ Personal details like first-name, last-name, gender, form of address.
○ Business email (required used as key identifier to fetch employees ticket information).
○ Business address & phone -> Workplace address in SAP Hybris Cloud for Service.
○ Job information used to calculate the employee’s validity.
You must follow the detailed guidelines on both these steps as mentioned in document.
Related Information
Note
Configuring Attachment Types
Ensure that your employees can only upload attachments that obey security standards. There may be certain
file types that contain java script which may pose a security risk for your company. In general SAP Hybris Cloud
for Service runs a virus checker for each and every file that gets into the system. Also, all APIs go through the
same functionality. SAP Hybris Cloud for Service also provides a customizing option to specify allowed mime
types/ file type. We recommend you to take out at least document types with a high security risk such as ‘html’
in your SAP Hybris Cloud for Service tenant.
1. Ensure that you have administrative priveleges to access the business configuration.
2. Select your project and search for Activities in Project = ‘Allowed MIME Types for Document Upload’.
You will see the following screen on the SAP Hybris Cloud for Service system.
3. Select the MIME Type Check Active checkbox. Also, for the HTML Document (s) row, do not select the
Allowed checkbox (highlighted in the screen below).
You will see the following screen on the SAP Hybris Cloud for Service system.
With regards to the Ticket status you have to configure the Ticket status schema exactly how it is described here.
We need this because the new Ask HR UI interacts with the ticket status. This is why we need to know the
corresponding technical key and thus status.
Before you start configuring the Ask HR ticket status schema in your SAP Hybris Cloud for Service tenant ensure
that you have:
● Administration privileges
● In your project scope, selected employee support under Node Service
Tickets always were sent forth and back between an employee and an HR agent. With this solution, we intent to fix
a simple scenario where only HR Agents are involved in ticket processing and we do not differentiate that HR
agents are multiple processors.
Prerequisites:
● You have defined in your project scoping the employee support scenario.
To achieve this,
4. Select the Fine-Tune phase, then select Tickets for Employee Support from the activity list.
Document types represent the ticket types in your application. For the usage of Employee Central Service Center/
Ask HR application you have to use
Life Cycle status represent the status of the ticket from a life cycle perspective and can be Open , In Process or
Completed.
Note
Note that for ASK HR application, you must only select one of the statuses mentioned above.
The Assignment Status tells you whom the ticket is assigned to currently and for Employee Central Service Center
we use the following options:
● Processor Action: The ticket is created by the requestor (employee). The processor (HR Agent) is required to
respond to the ticket, for example, the employee creates a ticket and the first level HR support reacts to the
ticket.
Overall you need to use later in your ticket schema the following status code:
1 – Represent a new ticket that was addressed to agents and is open thus no one is processing the ticket
4 – Represents a ticket where the agent requests further information from the employee.
5 – Represents a ticket where the agent has provided a solution and the employee shall has the option to reject or
confirm the solution.
Z6 – Represents the status code you have to add to the ticket dictionary.
Note
The Ask HR application does not provide reopen feature.
You can only overwrite the description but you have to keep in mind that the description shall only represent the
meaning of each status.
For our new Employee Central Service Center Ask HR application, you have to use the default status code that is
shown in the following screen.
Status Schema:
In addition to using pre-delivered statuses and status schemas for tickets, you can specify your own status
schemas and status handling by mapping them to a valid combination of life cycle status and assignment status.
Include all status according to the recommended sequence into your schema and assign your schema finally to
your document type.
Note
Only the Open Life Cycle Status can be selected as initial status.
You can change the name of a schema and the sort sequence of the assigned statuses, statuses itself, and check
boxes Initial Status and Status Visibility.
To delete a Status Schema, select the line that you want to delete and click Delete.
Note
Only those statuses can be deleted that are not being used.
Service Category
Service categories are used to capture consistent information, to allow reporting and benchmarking, and for
determining service level assignments.
To create and organize service categories and incident categories (subcategories) within service category
catalogs, go to Menu Administrator Service and Social Settings Service Categories .
Note
Note you can only use Service Category and its dependent Incident Category.
Example
Agent Workspace and available Service Categories
How Agents/HR Representative access the Employee Support Workspace can be configured in the SAP Hybris
Cloud for Service system. The work center ‘Employee Support’ is available under work center ‘Service’.
The following screen example shows the Agent Workspace with the Employee Support View.
1. Log on to your SAP Hybris Cloud for Service system with administrative privileges, and navigate to the
‘ADMINISTRATOR’ work center (General settings).
2. Go to section Users and click on Business Roles.
This integration guide describes the integration steps required to integrate SAP Hybris Cloud for Customer with
SuccessFactors Employee Central Service Center using SAP HANA Cloud Integration.
You must follow the detailed guidelines on replicating employee data as mentioned in https://websmp109.sap-
ag.de/~sapidb/012002523100001492392017E/C4C_SFSF_EC_HCI_1702.pdf document.
After you have established the generic Extension between SAP Cloud Platform and your SAP SuccessFactors
instance you need to enable the employee workspace application/ Ask HR application on your onboarded SAP
Cloud Platform extension sub-account.
Prerequisites
● Ensure that your onboarded SAP Cloud Platform extension sub-account is subscribed to our provider
employee workspace applications.
Note
Our employee workspace applications/ Ask HR applications are multi-tenant. Cloud Platform applications
are available as provider accounts hosted by SAP. Consumers do not deploy applications in their sub-
accounts, but simply subscribe to provider applications. As a result, a subscription is created in the
consumer sub-account.
● Ensure that you have SuccessFactors Employee Center Service Center license.
● Create a ticket in the SAP Support portal ticket on component LOD-SF-EC-SRV.
Procedure
Note
A destination defines the back end connectivity and is a URL to which requests are forwarded.
4. To view all required and optional destinations for our employee workspace application you have to:
a. Logon to SAP Cloud Platform Cockpit.
b. Select your Extension Platform Account.
c. Navigate to Applications Subscriptions HTML5 Applications . Click askhr application.
5. You can view all required and optional possible destinations for our employee workspace / Ask HR application.
In column Mapped Subaccount Destination you can find some default names you can use later when you
create the corresponding destinations. We recommend that you use the default names for your destinations
later thus the destinations are automatically mapped without the need to adjust the mapping.
6. To get the employee workspace / Ask HR application running you need to connect the application to your SAP
SuccessFactors instance destination and to your SAP Hybris Cloud for Customer tenant.
a. Logon to your Global platform account to enter the SAP Cloud Platform Cockpit.
b. Select your Extension platform account.
8. Create connectivity to your SAP SuccessFactors Instance. Creating destination ‘BizX_oData’ on extension
account level. Before you start you have to register your application as OAUTH2 client application in your SAP
SuccessFactors instance. To register:
a. Logon to your SuccessFactors instance as admin user.
b. Navigate to Admin Tools to Manage OAUTH2 client application.
c. Create an own entry for your application.
Refer section Appendix: Creating an OAuth2 authorization between SAP Cloud Platform and BiZx [page 35]
for more details.
○ Name = ‘BizX_oData’
○ URL = <check out the SF integration OData guide and choose the right URL belonging to your data
center>
○ Client key = <choose the API key of your Manage OAUTH2 client application –
○ Token Service URL: see comments URL
○ Additional Properties ‘assertionisuser’, you have to enter the same API key as under Client key
○ CompanyID = <Your SuccessFactors company ID example ‘exa1234’ >
1. Login to SuccessFactors Employee Central account, from the Admin Center dropdown, click Custom External
Module.
2. Under Extension Directory click the icon to create an extension.
3. On the Create Extension page, select the SuccessFactors Extensions from the Template Source drop down and
then click the SF Starter Extension.
4. After the extension is created successfully, you must select the App that you deployed in the SAP Cloud
Platform account. To select an App, click the icon appearing under Pages and Apps and then click the New
App button. Select the app and click OK.
5. From the left menu, under Apps, select the app, right-click and select Set as home page.
6. To publish the application, Click the publish icon on the top right.
7. After the application is successfully published, copy the web URL address (to be used later).
8. Login to provisioning, go to company settings and enable the Enable Service Center Add-On. Now, you need to
paste the web URL that you copied in the previous step.
9. Login to SuccessFactors Employee Central, you will now be able to see the ASK HR option on the top. You can
now use this option to create a ticket using the ASK HR application.
This section describes the steps you need to follow to enable Contact HR on ASK HR application on BiZx.
Prerequisites
Ensure that you have administrative privileges to maintain service contact data.
1. Login to BiZx SuccesFactors instance, search and click Manage Permission Roles.
2. On the Permission Role List page, click System admin.
3. On the Permission Role Detail page, click Permissions.
4. On the Permission settings page, click Miscellaneous Permissions. Enable the following in the
ServiceDeskContactSupportInformation Entity box, and click Done:
○ View
○ Edit
○ Import-Export
○ Field Level Overrides
Prerequisites
Procedure
To hide the fields from the User Interface, you must follow the steps below:
5. For each disableContactTab, mention yes for disabling the contacts tab, or no for enabling it. Also, the
disableContactTab values (yes/no) are case-sensitive.
Example: If you want to hide the Contacts Tab, then enter the hideField value as shown below:
Note
By default, if you don’t specify the disableContactTab parameter in the destination parameter, the contact
tab will be visible in the application.
6. Click Save.
Prerequistes
Ensure that your Jam instance is integrated with your BizX instance.
Searching the Knowledge Base is quite a useful approach for an employee who is facing a commonly faced issue,
the solution for which may exist in the configured Knowledge Base. In such a scenario, the employee may search
the Knowledge Base with specific keyword(s) and if the solution exists, there is no need for him to create an HR
ticket. A Knowledge Base could be any one of these:
Ensure that you have a SAP Jam account before you start configuring SAP Jam as your Knowledge Base.
1. To configure SAP Jam account as destination in SAP Cloud Platform, follow the steps listed in https://
help.sap.com/viewer/u_collaboration_dev_help/35d8732602c44bc9816a7e5a28f3f788.html.
Ensure that you have configured destination as sap_jam_odata for SAP Jam, or OpenSearch_Odata for
OpenSearch.
Procedure
To hide the fields from the User Interface, you must follow the steps below:
5. Enter the following hideField values separated by a comma (without space) for each hideField identifier. Also,
the hideField values are case-sensitive.
Table 5:
LastModifiedAt LastModifiedAt
Rating score
Example: If you want to hide Description and Views Count fields on SAP Jam, then enter the hideField value as
shown below:
Note
By default, all the supported fields are visible on the User Interface if the hideField parameter is not
specified in the destination parameters. Display of the Title field is mandatory and you will not be able to
disable it from the User Interface.
6. Click Save.
Prerequisites
1. You must have a testuser account to validate if the ASK HR application is configured to use or not.
The following screen appears if the Knowledge Base as SAP Jam is configured.
The following screen appears if the Knowledge Base as SAP Jam is not configured.
Description
If the SAP Hybris Cloud for Service system stops responding we have a workaround for this.
Workaround
Description
You could face this issue where an employee is not replicated to Cloud for Customer or SAP Jam. This may occur
in case the replication process fails due to data corruption, or the employee was created during the interval when
replication was not happening.
Workaround
● Wait for some time to have the replication handled by the system.
or
● Contact your system administrator.
Description
You may know that the SAP Cloud Platform is down if the ASK HR application fails to load. This may occur if the
SAP Cloud Platform is in the maintenance and it is a planned down time.
Workaround
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