SuccessFactors is known for its friendly user interface and how easy it makes the business of HR. But, did you know that if you have a good consultant or are confident in your own ability to enhance the solution, you can customize not only the look-and-feel of the product and how you see or use your data?

 

SuccessFactors Tip and Trick of the Month:

Opt for these 5 new Admin opt-in features in the latest release

The upcoming 1611 release makes many improvements and enhancements available to you.  We’ve selected impactful new features that you can implement yourself!  They include the rehire process, enabled attachments, work permit workflow support, and more.

Step 1: Read this brief blog by an AspireHR SuccessFactors expert to learn how to easily enable new functionality, as well as why each piece is important to you.

Step 2: Contact us for more support!

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PREVIOUS TIPS AND TRICKS:

Running more effective and efficient project status meetings

Applying the spirit of SuccessFactors’ streamlined design as an inspiration, you can streamline your project status discussions so that you spend more time working productively.  With just a few simple tweaks to your procedure, your meetings can be more effective, more efficient, and actually enjoyable!

Step 1: Read this short blog by an AspireHR Project Management expert that recommends easy ways to up your meetings game.

Step 2: Contact us for more support!

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How to auto-create worksheets for new Compensation Managers

A common challenge you may encounter in SuccessFactors is having to manually create a worksheet for new Compensation Managers whose employees may or may not already appear on another Compensation Manager’s worksheet.  Empowering your managers to assign or reassign employees without involving the HR department saves man-hours and provides autonomy.

Step 1: Read this short blog by an AspireHR SuccessFactors expert that walks you through how to auto-create worksheets for Compensation Managers and offer an improved workflow.

Step 2: Contact us for more SuccessFactors platform support!

SuccessFactors Compensation

 

 

 

 

 

 

 

 

 

 

Troubleshooting candidate profile aesthetics in SuccessFactors

A common challenge you may encounter in SuccessFactors Recruiting is a candidate profile page that doesn’t offer your job candidates a polished first impression.  This can happen through small visual cues like columns that are too narrow and cause your prompts to run over onto the next line or a picklist that has too much white space in the default drop-down position.

Step 1: Watch this short video by an AspireHR SuccessFactors expert as he walks you through resolving these issues by knowing how to reformat columns and picklist values.

Step 2: Contact us for more SuccessFactors platform support!

SuccessFactors Candidate Profile

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Creating talent review presentations in SuccessFactors

Did you know that you can use SuccessFactors to create and share talent review presentations that pull live data from within the secure system? You can:

  • Upload a template that includes your company branding or start from scratch and design your own.
  • Choose the type of slide you want from a selection that includes performance potential matrix, Succession org chart, Compensation review, position tile, and more!
  • Interact with select real-time employee data as you present.
  • Securely share a talent review presentation with other decision makers in the organization.

Step 1: Watch this short video by an AspireHR SuccessFactors expert as he steps you through the process.

Step 2: Contact us for more SuccessFactors platform support!

SuccessFactors Talent Management

 

 

 

 

 

 

 

 

 

 

Field-based permissioning for SuccessFactors Compensation Forms

Common challenges you may encounter when manipulating Compensation forms are:

  • managing which fields are hidden, visible, or editable by specific criterion or groups
  • allowing different permission levels per form template
    • For example, hiding the compa-ratio from your managers, but allowing your HR team to view it

Fortunately, these issues are easily resolved by knowing how to change field level permissions levels in the Admin tool.  Watch this brief video tip to learn how to manage who can and cannot see/edit fields in your compensation forms.

Step 1: Watch this short video by an AspireHR SuccessFactors expert as he steps you through the process.

Step 2: Contact us for more SuccessFactors platform support!

SuccessFactors Compensation

 

 

 

 

 

 

 

 

 

 

 

How to use quotation marks as text delimiters when importing a CSV file

A common challenge you may encounter when importing data into SuccessFactors may stem from text fields that contain extra commas.  Getting this data into your system can be tricky and mistakes can mean that employees with incorrect data fields, like home address, may miss important mailed communications and tax forms.

Fortunately, these problems are easily resolved by knowing how to use quotation marks as text delimiters. Follow this simple tip to learn how to easily format your import files.

Step 1: Watch this short video by an AspireHR SuccessFactors expert as he steps you through the process.

Step 2: Contact us for more SuccessFactors platform support!

SuccessFactors reporting

 

 

 

 

 

 

 

 

 

 

 

Uploading a Picklist with Special Characters to SuccessFactors and Viewing a Picklist in Microsoft Excel

Learn how to resolve common configuration errors within your SuccessFactors system that stem from:

  • special characters that cause incorrectly uploaded picklists
  • correctly viewing picklists with special characters in Microsoft Excel

Step 1:Watch this short video by an AspireHR SuccessFactors expert as she steps you through the process.

Step 2: Contact us for more SuccessFactors platform support!

SuccessFactors picklist

 

 

 

 


Creating custom help text for Recruiting

Custom help text in Recruiting can explain information fields to candidates and provide better information to your recruiter.

Step 1: Watch this short video by an AspireHR SuccessFactors Recruiting expert as she steps you through the process.

Step 2: Contact us for more SuccessFactors platform support!

SuccessFactors Recruiting

 


Creating custom badges for Employee Profile in the Admin tool

In SuccessFactors Employee Profile, creating custom badges can be as easy as awarding them!

Step 1: Watch this short video by an AspireHR SuccessFactors Employee Profile expert that walks you through creating custom badges.

Step 2: Contact us for more SuccessFactors platform support!

SuccessFactors badges

 


Time Off Requests in Employee Central

Step 1: Read this article by an AspireHR SuccessFactors Employee Central expert that discusses the different viewing options available to managers and employees for time off.

Step 2: Contact us for more SuccessFactors platform support!

SuccessFactors Time

 

Improving Item Icons in Learning

Step 1: Watch this short video by an AspireHR SuccessFactors Learning expert that provides step-by-step instructions on how to activate thumbnail photos.

Step 2: Contact us for more SuccessFactors platform support!

SuccessFactors Learning