2 Getting Started01 Introduction To MasteryA_IntroMod2a_AdminSystemIntro

1、,IntroductiontoMasteryTraining,GettingStarted:AdminandSystemIntroduction,2012.SuccessFactors,Inc.,AnSAPCompany.Allrightsreserved.Nopartofthisdocumentmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,withouttheexpresswrittenpermissionofSuccessFactors.Thissoftwareiscommercialcom

2、putersoftwaredevelopedexclusivelyatprivateexpense.ThesoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplicationordisclosurebytheU.S.GovernmentissubjecttorestrictionsassetforthinDFARS252.227.7202-3orFAR52.227-19,asapplicable.DeveloperisSuccessFactors,Inc.,AnSAPCompany,1500FashionIslandBl

3、vd,Suite300,SanMateo,CA94404.RwizisatrademarkofEnterpriseInformationResources,Inc.TheproductdescribedhereinincludessoftwaredevelopedbytheApacheSoftwareFoundation(/).Allotherbrandandproductnamesthatarementionedhereinarethetrademarksorregisteredtrademarksoftheirrespectiveholders.Al

4、lexamples,includingthenamesofpeopleintheexamplesorscreenshotsarefictitious.Noassociationwithanyrealperson(livingordeceased),company(existingcurrentlyorinthepast),oreventsshouldbeinferredfromanyexamplewhatsoever.Informationinthisdocumentissubjecttochangewithoutnoticeanddoesnotrepresentacommitmentonth

5、epartofSuccessFactors.SuccessFactors,Inc.,anSAPCompany1500FashionIslandBlvd,Suite300SanMateo,CAUSA,Objectives,GettingStartedwithSuccessFactorsAdministration,SuccessFactorsAdministration,Throughtheadministrationinterface,customersmay:OverseethedailymanagementoftheapplicationQuicklyconfigureandimpleme

6、ntsystemfeaturesCustomizetheenvironmenttoreflectandcommunicatetheorganizationsbusinessprocesses,SettingUpandStartingProcesses,Administratorsareresponsibleforstartingprocessesandinitiatingactivitiesatkeyperformancemilestones.SuccessFactorsprovidesadministratorswiththetoolsneededtolaunchandmanagetheir

7、processes:UseSuccessFactorsAdministrationtomaintainthesystemafterinitiallaunchandtotailortheinstancetothecompanystypicalHRevents,ManagingChange,Muchoftheadministratorsworkisdonebymaintainingthesystemaftertheinitiallaunchofthesystem(GoLive).Throughouttheyear,administratorswilluseSuccessFactorsAdminis

8、trationtoregularlymakechangestotheusers,forms,andpermissionsbasedupontypicalHReventswithintheorganization.,EngagingUsersandMeasuringSuccess,AdministratorswillcustomizetheirSuccessFactorsinstanceandusereportingtoolstotrackandmeasuretheimpactoftheperformanceactivities.,CustomersRoleasanAdministrator,A

9、dministratorRolesandResponsibilities,SystemIntroduction:AccessingandNavigating,SystemIntroduction,SuccessFactorsinterfaceenablesadministratorstoprovidecustomizedcontent,includingchangesettings,updatecontent,andcustomizecontentfortheirusersonthespotwithon-pageeditingandotherfeatures.Beforewelookatthe

10、administrativeoptionsindetail,letsreviewtheapplicationtoprovidecontexttotheadministrativerole.Administratorsareabletoperformavarietyofactionsaroundthesystem.Thissectionoutlinesthemodules,features,andareasoftheapplication.,AccessingandNavigating,WhenuserslogintoSuccessFactors,theHomepagedisplaysFromt

11、heHomepage,userscanaccess:To-DoListPortletsMenuOptionsOtherOptionsHelp&Tutorials,HomePage:To-DoList,CentralizesalltaskstobecompletedbythemanageroremployeeTasksareorganizedbyperformanceprocessanddateandmaybeviewedbytheprocessorlistedbytheduedatefortheparticularstepintheprocessTasksrequiringactionsare

12、activelinksthattakeuserstotherequestedactionorform,HomePage:Portlets,DisplayadditionalinformationinportalsontheHomepageCanbecustomizedtoincludeinformationusersneedonlyoneclickawayClickanddragportalstorearrangeasdesired,HomePage:MenuOptions,ToolsandresourcesareorganizedintomoduleslistedinthemainmenuL

13、istsallmodulesavailabletousersGeneralmenuselectionsinclude:Goals(orObjectives,dependingonyourconfiguration)PerformanceDevelopmentAdditionallinksmaybeavailabledependingonyourroleand/orsystemconfiguration:Managersmayhaveaccesstoadditionaltabs(Compensation,Succession,Recruiting,Reports,etc.)Additionali

14、nformationincludesresourcesformanagersandemployeesavailableinCompanyInfoandEmployeeFilestabs,HomePage:Options,Optionsallowuserstomanagetheirpersonalsettingsandpreferencesincluding:PasswordsNotificationsLanguageFormsProxyGroupsMobileToaccessoptions,clicktheWelcomemessageandselectOptionsfromthedrop-do

15、wnmenu,AccessAdminTools,AccessAdminTools,SelectAdminToolsfromtheWelcomeorthemaindrop-downmenuAdministrationTools:ProvidetoolsadminsneedtoworkinSuccessFactorsAregroupedtogetherbyprocessandsegmentedineachgroupbymodule,SetAdminFavorites,AddthetasksyouperformmostoftenClickAddtoMyFavoritestoaddtasktoyour

16、MyFavoriteslist,BasicSearch,Searching,Thesearchfunctionalityandfilteroptionsarecommonthroughouttheadminenvironment.Theseoptionsareusedtoselectspecificusersorgroupsofuserstoapplyactivitiesto.Formanyactivities,youwillbeaskedtospecifywhethertoapplytoanindividualuserortoagroupofusers.Besuretoselecttheap

17、propriatechoicewhenperformingtheactivity.,BasicSearch,1.Usethesearchcontrolstolocateanindividualorgroupofindividualswithinyouruserpopulation.,2.Activitiesbeingperformedforindividualuserswillhaveuserspecificsearchoptions.Usethefilteroptionstolimittheresultset.,3.EnterthenameoftheindividualorUserIDtol

18、ocateanindividual.,4.ClickSearchUserstolisttheindividual(s)matchingyourfilters.,AdminToolsSearch,Searchisconsistentwhereapplicable:,AdditionalTrainingResources,HelpandTutorials,IfenabledinSuccessFactors,onlinehelpisavailabletousersbyclickingtheHelp&Tutorialslink,AdminResources&Materials,NewAdminPrimer,AccessAdminToolsandclickHelp&TutorialsNewAdminPrimerpullstogetheralltheimportantinformationyoullneedtogetstartedasaSuccessFactorsAdministrator,CustomerCommunity,SuccessFactorsTraining,FromtheSuccessFactorswebsite,navigatetoEventsTrainingRegisterf