SuccessFactors

Audience: Administrators

Overview

SAP SuccessFactors provides cloud-based software for human capital management.

SuccessFactors data can be imported directly into OrgChart. The following is a list of frequently asked questions pertaining to SuccessFactors's compatibility with OrgChart.

FAQ

1. Q: How do I set up my connection to SuccessFactors?

   A: Refer the following sections to set up a SuccessFactors connection.

2. Q: Can I pull photos from SuccessFactors into my org charts?

   A: Yes. Refer the following section on SuccessFactors Photo Configuration for more information.

3. Q: Can I limit the fields that an OrgChart administrator is able to pull from SuccessFactors?

   A: Yes. Consult your SuccessFactors System Administrator for more information. Permissions in SuccessFactors can be configured to limit which fields can be queried.

4. Q: What fields can I pull from SuccessFactors?

   A: Almost any field associated with a user can be pulled from SuccessFactors. Fields from any table can be included in a query, as long as they are linked to the base resource table (typically the User Resource Table).

5. Q: Can I merge data from a secondary source with SuccessFactors data?

   A: Yes. For example, you can include additional information from an Excel or CSV merge file.

6. Q: Can I embed org charts (generated from SuccessFactors data) into my intranet?

   A: Yes. You can embed live charts in your intranet – these charts can be set to auto-sync with SuccessFactors. Set and forget.

7. Q: Can I add open requisition from SuccessFactors into my org charts?

   A: Yes.

8. Q: Can I filter which records are included in my org charts?

   A: Yes.

9. Q: Do I need SuccessFactors Employee Central for this integration?

   Yes. If you do not have SuccessFactors Employee Central, you will need to work with your SuccessFactors Representative before initiating this integration.

SuccessFactors Configuration

OrgChart can import data directly from SAP SuccessFactors via the ODATA REST API.

In order to connect to SuccessFactors in OrgChart, you must have the following information provided by your SuccessFactors System Administrator.

• Server

• User ID

• Password

• Org Code

SuccessFactors Connector Setup

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

2. .The Data sources panel is displayed. Under the Main data sources heading click on connector icon and then click on SuccessFactors connector.

2. Enter the Server, User ID, Password, and Org Code provided by your SuccessFactors System Administrator.

3. Enter "User" in the Resource Table textbox (under the Configure SuccessFactors Connection header).

Note

The User Resource Table integrates best with OrgChart. While it is possible to use a different Resource Table, it may lead to integration problems and is not recommended.

4. Enter the SupervisorID (as it is labeled in your SuccessFactors data configuration) in the SupervisorID textbox. This information is derived from whichever table contains the hierarchy information (typically the Managers table).

Note

Reference the Chart Settings: Mapping panel to to determine what OrgChart will set as the label for the hierarchy field in an alternative setup.

5. Enter Query Parameters. If you do not know your SuccessFactor's data configuration (i.e., the tables and picklists from your SuccessFactor's instance), please contact your SuccessFactors support rep.

Note

Your SuccessFactors data configuration might require the $orderby=userId Query Param. The $orderby=userId Query Param ensures that OrgChart does not interpret the SuccessFactors data incorrectly.

6. Click on the validate option to test that the credentials provided are valid.

7. Click on Save.

8. Click on the Configure Mapping button, and then click on Save Changes.

9. Click on the yellow Load Mapping button.

10. Ensure that OrgChart has mapped the fields correctly, and then click on Save, and then Refresh.

PICKLIST MAPPING

Picklist Mapping is a Merge Connector that updates your data.

If the data query (configured in steps 1-3) returns unexpected values for certain fields, you must create a Picklist Mapping that tells OrgChart how to convert picklist values into labels. For example, if your query for Employee Status returns "500," instead of "Active," you must provide the proper Picklist Mapping to return the desired value.

To create a Picklist Mapping:

1. Click on the  icon under the Merge Data heading, and then double-click on the SuccessFactors icon.

2. Enter the Server, UserID, Password, and Org Code provided by your SuccessFactors System Administrator.

3. Type "Picklist" in the Resource Table textbox, and then click on Save. The Picklist Mapping box appears.

4. Enter the Query Params. Query Params vary depending upon your SuccessFactors data configuration. Consult your SuccessFactors System Administrator for the Picklist ID's.

5. Enter the Picklist Mapping for the SuccessFactors fields which returned unexpected values in the initial query. For example, {'ecEmailType':'emailType'}. The mapping block structure will have key/value pairs.
            a. Each Key is a Picklist ID from the prior step.

            b. Each Value is the corresponding OrgChart Field Name.

6. Click on Save, and then Refresh. 

SuccessFactors Photo Configuration

OrgChart can pull photos directly from SuccessFactors. The following article provides step-by-step instructions for pulling SuccessFactors photos into OrgChart.

Creating a SuccessFactors Photo formula

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

2. Navigate to Fields & Formulas, click on the Create Formula button and select Static Formula.

3. Enter a name for the formula (i.e. Photo) in the Formula Name text box, then click on the + plus icon and select the Concatenate operation.

4. Click on the Add new value button.

5. Click on the Type dropdown and select Text type and then enter /sfsf/ in the Value text box.

6. Click on Add new value button again click on the Type dropdown menu, and then select the Field Lookup option.

7. Click on the Value dropdown menu, and then select userId or employeeId.

8. Click on Save, and then Refresh.