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SAP Best Practices for SAP SuccessFactors Recruiting

Document Version: 2H 2024 – 2024-10-09

People Profile Maintenance in SAP

SuccessFactors: Test Script
© 2024 SAP SE or an SAP affiliate company. All rights reserved.

THE BEST RUN

Content

1 People Profile Maintenance in SAP SuccessFactors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.1 System Access and Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.2 Business Conditions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

3 Overview Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

4 Test Procedure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
4.1 Maintain My Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
4.2 Review and Maintain Employee’s Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

5 More Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
5.1 Process Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Succeeding Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

People Profile Maintenance in SAP SuccessFactors: Test Script

2 PUBLIC Content
1 People Profile Maintenance in SAP
SuccessFactors

The detailed procedure for testing the scope item People Profile Maintenance in SAP SuccessFactors after
solution activation is described in the following. Each process step is covered in its own section.

The data contained in the employee’s profile is grouped into blocks. It is used in further processes, like for
example performance management, development management, recruiting, and compensation. Depending on
the modules (applications) enabled in the SAP SuccessFactors instance, different blocks may be visible in
the People Profile. Several blocks might also be filled with data from these applications, like for example
Performance History, or Performance-Potential Historical Matrix Grid Placement Trend that related to
performance or succession.

The employee can maintain his or her own People Profile. The employee’s manager can view and maintain the
profiles on behalf of his or her direct reports.

Care should be taken when edit permissions are given to the employee group: in case the customer uses the
SAP SuccessFactors Employee Central module or any other Core HR application, the data transferred from
this application, like for example Personal Information, should not be editable in the People profile! Only talent
related data, contained in so-called background elements, should be editable.

People Profile Maintenance in SAP SuccessFactors: Test Script

People Profile Maintenance in SAP SuccessFactors PUBLIC 3
2 Prerequisites

This section summarizes all prerequisites needed to conduct the test in terms of system, user, master data,
organizational data, and other test data and business conditions.

Your SAP SuccessFactors instance must be configured with People Profile set up with appropriate permissions
for employees to write to their own People Profile and for managers to view and maintain the People Profiles on
behalf of their direct reports.

2.1 System Access and Roles

The test is conducted in the following systems:

System Details

SAP SuccessFactors <Provide details on how to access the system, for example system client or URL>

Use the following standard test users or assign roles to testers, respectively:

Business
Role Business Role Description Business Role ID Log On

Employee Users who can review/maintain their own SFCC Employee on For testing purposes, proxy as the role
People Profile. Self using superuser role

Manager Users who can review/maintain the People SFCC Manager on Di- For testing purposes, proxy as the role
Profile of their team members. rect Report using superuser role

2.2 Business Conditions

Before this scope item can be tested, the organizational structure and employee master data of your company
should be created in your system.

People Profile Maintenance in SAP SuccessFactors: Test Script

4 PUBLIC Prerequisites
3 Overview Table

The scope item People Profile Maintenance in SAP SuccessFactors consists of several process steps
provided in the table below:

Process Step Business Role Transaction Expected Results

Maintain My Profile [page Employee Company Instance The employee has updated his or her talent pro-
6]
URL file.

Review and Maintain Employ- Manager Company Instance The manager has updated the profile of a direct
ee’s Profile [page 8]
URL report.

People Profile Maintenance in SAP SuccessFactors: Test Script

Overview Table PUBLIC 5
4 Test Procedure

This section describes test procedures for each process step that belongs to this scope item.

The test should take around 20 minutes.

4.1 Maintain My Profile

Purpose

The People Profile captures the necessary information to support the SAP SuccessFactors HCM Suite. The
Employee maintains his or her profile in SAP SuccessFactors.

 Caution

If the SAP SuccessFactors Employee Central module or any other core HR application is used to manage
your company's core HR data and processes, the employee is allowed to maintain only talent and
development related data.

If you only use People Profile to manage your company's employee data, the employee can maintain all
employee related data in his or her profile.

As examples, we describe the maintenance of education and language skills data.

 Note

In case these two blocks are not available in the People Profile, you can edit any other talent-related block
for which you have editing permissions. The procedure is the same as the one described in the procedure
table below.

 Note

You could go to People Profile by clicking Account Navigation for <your name> button and choose Public
Profile, on the next page choose Full Profile at the top right corner.

People Profile Maintenance in SAP SuccessFactors: Test Script

6 PUBLIC Test Procedure
Procedure

Test
Step Pass /
# Test Step Name Instruction Expected Result Fail

1. Log on Log on to SAP SuccessFactors instance with the The Home page is dis-
Employee role. played.

2. Access your People Choose Home Employee Files from the menu in Your People Profile is
Profile the top left corner. displayed.

3. Check Header in- Check the information displayed below your name in the
formation header, such as Location and email.

4. Edit your Header Choose on the Header on the right side of the screen. Its
information expanded and you can choose to Update Profile Picture,
Update Background Image.

Select the appropriate option and maintain data as appro-

priate. Save your data.

5. Go to Profile Sec- Navigate to Profile section. This defaults the Profile

tion screen containing sev-
eral subsections and
blocks.

6. Add Education Re- In the Education subsection, choose the Add icon located The Education dialog
in the right top corner of the Formal Education block.
cord box is displayed, con-
taining the fields to be
 Note
maintained.
You can also edit existing formal education informa-
tion by selecting the Edit icon.

7. Enter Education In- Fill in the mandatory fields indicated by an asterisk and
formation any additional data as appropriate:

From Date: select from calendar help

End Date: select from calendar help

School: enter school name as appropriate

Major: select from dropdown

Degree: select from dropdown

To add an additional record, select Add at the bottom of

the dialog box.

8. Save Education In- When done, choose Save. The education informa-
formation
tion is saved.

People Profile Maintenance in SAP SuccessFactors: Test Script

Test Procedure PUBLIC 7
Test
Step Pass /
# Test Step Name Instruction Expected Result Fail

9. Add Language In the Language Skills subsection, choose the Add icon in The Language Skills di-
Skills Record the right top corner of the Language Skills block. alog box is displayed,
containing the fields to
 Note be maintained.

You can also edit the existing language skills informa-

tion by selecting the Edit icon.

10. Enter Language Enter data as appropriate:

Skills
Language: select from dropdown

Speaking Proficiency: select from dropdown

Reading Proficiency: select from dropdown

Writing Proficiency: select from dropdown

 Note
To add an additional record, choose Add at the bot-
tom of the dialog box.

11. Save Language Choose Save. The language skills in-

Skills formation is saved.

4.2 Review and Maintain Employee’s Profile

Purpose

The Manager reviews the profile of the employee as maintained by the same. In addition, he or she maintains
the profile in SAP SuccessFactors on behalf of his or her subordinated employees.

 Note

If the SAP SuccessFactors Employee Central module or any other Core HR application is used to manage
your company's core HR data and processes, the Manager is allowed to review and maintain only talent and
development related data.

If you only use People Profile to manage your company's employee data, the manager can review and maintain
all employee related data in his or her profile.

People Profile Maintenance in SAP SuccessFactors: Test Script

8 PUBLIC Test Procedure
As an example, we describe the maintenance of honors and awards data.

 Note

If the Honors/Awards block is not available in the People Profile, you can edit any other talent-related block
for which you have editing permission. The procedure is the same as the one described in the procedure
table below.

 Note

You could go to People Profile by clicking Account Navigation for <your name> button and choose Public
Profile, on the next page choose Full Profile at the top right corner.

Procedure

Test
Step Pass /
# Test Step Name Instruction Expected Result Fail

1. Log on Log on to SAP SuccessFactors instance with the The Home page is dis-
Manager role. played.

2. Go to your People Choose Home Employee Files from the menu in Your People Profile is
Profile the top left corner. displayed.

3. Find & Employee From <your name> dropdown select the employee of The Employee Files
interest located below Direct Reports. screen for the particular
employee is displayed.

4. Go to & Employ- Navigate to the Profile section. This defaults the Profile
ee’s Profile screen of the employee,
containing several sub-
sections and blocks.

5. View People Pro- View the data available in the different blocks. For exam-
file ple, view the Language Skills and Education data the em-
ployee has maintained.

6. Edit Honors/ In the Honors/Awards subsection, choose the Add icon in The Honors/Awards di-
Awards Block the right top corner of the Honors/Awards block. alog box is displayed,
containing the fields to
 Note be maintained.

You can also edit the existing awards information by

selecting the Edit icon.

People Profile Maintenance in SAP SuccessFactors: Test Script

Test Procedure PUBLIC 9
Test
Step Pass /
# Test Step Name Instruction Expected Result Fail

7. Enter Hon- Fill in the mandatory fields indicated by an asterisk and

ors/Awards Infor- any additional data as appropriate:
mation
Honors or Award: enter honor or award name the em-
ployee receives.

Description: enter the description of the honor or award.

Institution: enter the name of the institution which issues

the honor or award.

Issue Date: select from the calendar.

To add an additional record, select Add on the bottom of

the dialog box.

8. Save Hon- When done, choose Save. The honors orawards in-
ors/Awards Infor- formation is saved.
mation

People Profile Maintenance in SAP SuccessFactors: Test Script

10 PUBLIC Test Procedure
5 More Information

5.1 Process Integration

5.1.1 Succeeding Processes

After completing the activities in this test script, you can continue testing the following business processes:

Process Business Condition

Talent Management The data maintained in the employee’s profile can be used in various talent management proc-
Processes esses, such as recruiting, compensation, performance and goals, succession, and so on.

People Profile Maintenance in SAP SuccessFactors: Test Script

More Information PUBLIC 11
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People Profile Maintenance in SAP SuccessFactors: Test Script

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People Profile Maintenance in SAP SuccessFactors: Test Script
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