To connect your SAP SuccessFactors account to this application you must set up a new admin user. Please follow the instructions below.
Before you start
Before you begin, please make sure you have access to create groups and roles. If you are not an admin for SAP SuccessFactors, reach out to your company’s HR Operations department to grant you admin privilege. If they are having issues, feel free to share the link above.
Instructions
This guide outlines how to add an administrator in SAP SuccessFactors. The process consists of 4 steps:
- Create a permission group for your user
- Create a permission role that has access to Compensation data
- Assign the permission role to the newly created user
- Verify that permissions have been changed
Step 1: Create a static permission group
1. In the Admin Center, search for Manage Permission Groups.
2. Click Import Static Groups to create or modify a group.
3. Select Full Replace to create a new group.
4. Download a blank CSV template after you've chosen an import type. The Full Replace template has two column headers, GROUPNAME and USERID.
5. Only one user will be accessing SuccessFactors for now. Please input the Group Name and User ID provided in Finch connect into the blank CSV template (in one row).
6. Select the file with your data by clicking Choose File.
7. Click Validate File to validate file format, file size, etc.
8. If the validation is successful, click Upload to import the CSV file.
Note: If your file has errors, they will display at the top of the Import Static Group window.
Step 2: Create a permission role
1. Go to the Admin Center.
2. In the Tools Search field, select Manage Permission Roles.
3. To add a Permission Role, click the Create New button. The Permission Role Detail page opens.
4. In the Role Name field, type a name describing what the role allows you to do. We suggest External Admin.
5. In the Description field, provide a statement describing what the role allows the user to do. Add a note about when the role was created and by whom.
6. In the Permission Settings section, click the Permission button to specify the permission you want to assign to the role. The Permission Settings window opens.
7. On the left side of the page, you'll see the different permission categories. Click a permission category to reveal the different permissions.
8. Select the checkboxes next to the permissions you'd like to grant to the role. Go to the Administrator Permissions section and click Select All in Manage Compensation.
9. Click the Done button when you finish marking your selections.
10. In the Grant this role to section of the Permission Detail screen, click Add.
11. To ensure that your developer has access to view all employees’ compensation data, please specify Everyone as target population for the role and click Select.
12. Click Done to assign this role to the defined users. You are taken back to the Permission Role Detail page.
13. Click Save Changes to complete creating the role.
Step 3: Assign permissions to your new user
1. Go to the Admin Center.
2. In the Tools Search, look for Manage Permission Roles.
3. Select the permission role you just created, External Admin.
4. In the Grant this role to section of the Permission Detail screen, click Add.
5. When the Grant this role to screen displays, select Permission Group.
6. Click Select to select the access group you wish to assign to this permission role, which is the group name you just set up.
7. Click Done to assign this role to the defined users. You are taken back to the Permission Role Detail page.
8. Click Save Changes to complete creating the role.
Step 4: Verify that permissions have changed
1. Go to Administration Tools.
2. In the Manage Employees portlet, select Set User Permissions.
3. In the Set User Permissions section, select View User Permissions.
4. In the Advanced Search, enter the user name you just created.
5. Click View Permission next to the user name.
6. A list of permissions is displayed along with the roles that grant those permissions. We should have admin-level access for all actions in Manage Compensation. To learn more about the role, click the pop-up window icon next to the role name.
Note: If Manage Compensation permissions is not displayed alongside the user name, please try the steps above again.
FAQs
💡 Why do I need to provide admin permissions to Finch?
💡 Where can I learn more able Role-Based Permissions in SAP SuccessFactors?