Symptom
Users need guidance on enabling the Manage Templates tool in Recruiting Management (RCM) to perform configuration-related actions and minor template modifications without editing XML-based templates directly.
Environment
SAP SuccessFactors Recruiting Management
Reproducing the Issue
- Attempt to access the Manage Templates tool in Recruiting Management without enabling the feature.
- Observe that the tool is not visible or accessible under Admin Tools.
Cause
The Manage Templates tool is not enabled in Provisioning or Upgrade Center, and permissions are not granted in Role-Based Permissions (RBP).
Resolution
First a user needs to enable Manage Templates for RCM in Provisioning, or enabled it via Upgrade Center.
- Provisioning Settings:
- Login to Provisioning
- Navigate to Company Settings
- Check the option "Manage Templates for RCM" under option Manage Templates → Click Save
Note: Please contact your partner for this part, or raise a ticket with SAP Support for enabling it from back end.
Please see the article 2258199 regarding the change request process and download the approval document for the request item "Manage Template for Recruiting".
Then provide the proper permissions to the user:
- How to grant permission in RBP instance:
After enabling it from provisioning, grant permission to make it visible under Admin Tools in the Instance
Note: this can be done by Customer.
- Navigate to Admin Center ->Manage Permission Roles.
- Go to the role you want to provide the access to → Permission
- Go to Manage Recruiting -> Check the option "Manage Recruiting Templates"
- Click on Done
- Login and Logout for changes to reflect
Note: The RBP Manage Recruiting Templates will only become available to select, once users have enabled the setting "Manage Templates for RCM" in Provisioning.
Keywords
SF, SuccessFactors, Recruiting Management, RCM, Manage Templates, Role-Based Permissions, RBP, configuration, XML templates, enable, permissions, Admin Center, modify templates, update templates, recruiting templates, manage recruiting , KBA , LOD-SF-RCM-ADM , Admin Center, RBP, Permissions and Settings , How To
SAP Knowledge Base Article - Public