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ERP Wizard (Amit Parmar)

In this course, you'll dive into the essentials of securing your SuccessFactors environment. You'll explore the Role-Based Permission (RBP) framework, master the basics of Employee Central, and gain a deep understanding of HR security. Additionally, you'll learn to effectively manage users and roles, create and administer permission groups, and configure permission roles to ensure your organization's data is protected. Perfect for HR professionals and administrators aiming to secure their SAP SuccessFactors systems with confidence.

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In this course, you'll dive into the essentials of securing your SuccessFactors environment. You'll explore the Role-Based Permission (RBP) framework, master the basics of Employee Central, and gain a deep understanding of HR security. Additionally, you'll learn to effectively manage users and roles, create and administer permission groups, and configure permission roles to ensure your organization's data is protected. Perfect for HR professionals and administrators aiming to secure their SAP SuccessFactors systems with confidence.

1. Introduction: Overview of the course and key learning outcomes.

2. What is SuccessFactors, its different modules: Introduction to SuccessFactors and its core modules.

3. Navigating Home Page, Admin Center, Tiles, and Favourites: Guide to navigating the SuccessFactors interface.

4. How SuccessFactors Security Works: Overview of SuccessFactors security mechanisms.

5. How RBP Framework Works?: Explanation of the Role-Based Permission (RBP) framework.

6. Providing Access to RBP Framework: Steps to grant access to the RBP framework.

7. Understanding Permission Groups: Insights into setting up and managing permission groups.

8. Understanding Permission Roles: Overview of permission roles and their configuration.

9. Granted-Target Group Assignments: Explanation of assigned roles and target groups.

10. Understanding Permissions & Its Types: Exploration of different permission types within SuccessFactors.

11. MDF Objects: Overview of Metadata Framework (MDF) objects.

12. Common SF Permissions: Guide to commonly used SuccessFactors permissions.

13. Tools for Troubleshooting RBPs: Introduction to tools for troubleshooting Role-Based Permissions.

14. Create User (Basic Import in SuccessFactors): Steps to create users through basic import.

15. Reporting on RBPs: Techniques for generating reports on RBPs.

16. Business Rules' Effect on Permissions: Understanding how business rules impact permissions.

17. Customizing Homepage Tiles, Org Updates: Guide to personalizing homepage tiles and organizational updates.

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What's inside

Learning objectives

  • Sap successfactors security
  • Administration of users and security related issues
  • Master role based permissions framework
  • Permission groups & permission roles
  • Employee central basics

Syllabus

By the end of this section students will be able to confidently navigate the platform and understand its core concepts and components.
What is SuccessFactors? Overview & First look.
Read more
How SF Security works - RBP framework explained
Getting Ready - How to get access to manage RBPs
By the end of this section on Role-Based Permissions in SuccessFactors, students will be able to set up and manage role-based permissions effectively.
Steps involved in RBP Setup (Example: HR Administrator)
Manage Permisson Groups - Static Groups
Manage Permission Groups - Dynamic Groups
Manage Permission Roles
Creating Role - HR Administrator
Manage Permission Roles - Assign Groups to Roles
What is "Proxy Now"?
Testing the Role - HR Administrator
By the end of this section, students will be able to troubleshoot and resolve common issues related to user permissions, using tools available.
Troubleshooting - View User Permissions
Troubleshooting - User Role Search
Create User - Basic User Import
Admin Centre – Useful Security admin pages

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Designed for professionals in human resources (HR) who need to secure SAP SuccessFactors
Teaches how to effectively manage users and roles, create permission groups, and configure permission roles
Provides an in-depth understanding of Employee Central
Demonstrates how to apply the Role-Based Permission (RBP) framework to safeguard data
Offers clear and practical guidance on SuccessFactors security

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in SAP Successfactors Security - Master Role Based Permissions with these activities:
Volunteer for an HR Security Project
Contribute to the HR security community by volunteering for a project that involves implementing or improving security measures, gaining practical experience and making a meaningful impact.
Show steps
  • Identify HR security organizations or initiatives that offer volunteer opportunities.
  • Contact the organizations and express your interest in volunteering.
Develop a Solution for User Role Management
Create a comprehensive solution for managing user roles within your organization, ensuring secure and efficient access to sensitive data.
Show steps
  • Review current user roles and identify areas for improvement.
  • Design a new user role management system that addresses the identified gaps.
  • Implement the new system and train users on its usage.
Show all two activities

Career center

Learners who complete SAP Successfactors Security - Master Role Based Permissions will develop knowledge and skills that may be useful to these careers:

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