2258199 - SAP SuccessFactors Recruiting Management - Provisioning Configuration Changes

Symptom

The following subset of Provisioning Configuration Changes should be made/enabled/disabled by your Implementation Partner and may require follow-up actions or implementations. In situations where you are not already engaged with a Partner and there is no associated implementation effort, SAP Support can make minor provisioning configurations including enabling/disabling specific minor features, on behalf of a customer.

Environment

SAP SuccessFactors Recruiting Management

Resolution

You can open a case with SAP Product Support to request any of the following features to be enabled. Please follow the Case Creation Template described below.

Case Creation Template for Customers

Select the corresponding Product Function & Support Component;
Subject: [Provisioning Switch Request] Please enable/disable switch XYZ for Product Function ABC;
Description:
1. <List the switches from the table above> and specify required value if applicable;
2. I confirm that I fully read & understood the documentation related to the feature(s) and the consequences related to enabling/disabling the feature(s);
3. Requester Information: <Provide your full name & email address>;
Provide the approval form (You can find the forms below associated to each change).

Any switch enablement or change NOT listed as supported by Product Support will be entitled as an action supported only by Partners or Professional Services team.

Here some examples when Professional Services or Partners are engaged:

Creating something new;
Implementing a new functionality or feature;
Changing an existing system logic, e.g., field-permission, RBP, Manage Languages;
New integrations with third-partie
Any required custom XML change not supported through admin tools.

Reaching out to Partners:

Find SAP Partners - SAP Partner Finder;
KBA: 2116056 - Partner Support - Resources & Tools.

*Each Partner may determine the types of services they offer for customers. For more information, you can contact the Partner directly.

Reaching out to Professional Services:

DIRECT customers ONLY should reach out to their CEE or SAP Account Executive;
INDIRECT customers should contact their Implementation Partner, or an SAP Account Executive.

Template changes are available via Manage Templates in Admin Center

Manage Templates: The Manage Templates tool is an Admin Tool which provides a wizard-like user interface to perform various configuration-related actions and minor template modifications without the need to modify the XML-based templates directly. The Manage Templates tool provides a solution that is intuitive and easy to use, while configuring Recruiting Management.

Product Support can only be engaged if an XML change is not supported by Manage Templates but the change must be provided and the XML template must be provided in the ticket. The list of changes not supported by Manage Templates are listed below in the table.

Also, here are some examples of supported changes via Manage Templates:

sm-mapping updates : 2644262 - Modifying sm-mapping fields via Manage Templates Feature
Forward with Data Intact : 2644399 - Making a field Forward candidates with Data Intact through Manage Templates Feature
Mobile configuration for Job Requisition Fields : 2644478 - Adding / Removing Mobile fields via Manage Templates Feature
Updating Candidate Summary Display Options : 2644290 - Updating Candidate Summary Display option via Manage Templates Feature. For more information, please see the RCM implementation Guide section: Configuring the Candidate Summary display options using Manage templates. Implementation Guide
Modifying permissions for already existing field definitions : 2644504 - Updating permissions via Manage Templates Feature. Please verify if you are using MultiStage Application.
Editing instruction text : 2644612 - Updating Instruction text in templates through Manage Templates Feature
Update permissions for Employee referral in RCM : 2644733 - Update permissions for Employee Referral via Manage Templates Feature
Enabling / modifying Interview Central or Interview Scheduling access : 2644576 - Modifying Interview Central or Interview Scheduling access via Manage Templates Feature
Change the required field type : 2644556 - Making a field mandatory via Manage Templates Feature
Overrides : 2644550 - Updating an override field in the application XML via Manage Template Feature

CHANGES SUPPORT BY PRODUCT SUPPORT TEAM:

Please be aware of the points below before engaging the Support Team:

Please make sure to read the description of each change;
This services are only applicable to customers who does not have a Partner Consultant. Partners have access to the Provisioning (Back end) so they will not need this service;
Make sure that you provide the information needed to complete the change;
Customer approval form should be attached to the case so our Support team can complete your task in a faster manner. Without the Approval form fill and sign, our support team will not be able to proceed.

XML Changes (Job Application, Candidate Profile & Job Requisition) (Changes not supported by Manage Templates):

XML Change

Details

Product Function

Support Component

Create New XML Template

Manage Templates does not allow Users to upload a new XML template, as only changes to existing templates are allowed. To upload a new XML template, you can raise a ticket to the SAP Product Support team requesting to upload the new XML template. Please note that this request is only for a new template and not for new versions of existing templates.

When opening the support ticket, please provide the acceptance form that can be downloaded from the link below and the new XML version. The support team will not make the change or review it. Support will only upload the new template that needs to be provided by the customer. If the template contains any error and upload is not possible, the error information will be provided back to the customer and the ticket will be closed. It is the customer's responsibility to review the changes and ensure the XML template has no issues when uploading. If the customer still needs help to overcome the error, a partner needs to be engaged as the support team is not able to provide guidance on custom changes.

Note: Always perform the change first in a test/dev environment, run some tests related to the change to ensure it will not have any negative impact.

Please download form here

Recruiting Management

LOD-SF-RCM-SCR

Instruction Label changes

Note: If you want to use HTML as part of the instruction field label, but the mime type attribute is not configured to accept it you can ask support team to just add this attribute: mime-type="text-html". This is required in order to the system to interpretate HMTL tags but as of today, manage templates does not have the ability to add such attribute.

Please download form here

Recruiting Management

LOD-SF-RCM-SCR

Instruction Field Header Attribute Changes

To make the instruction field appear as a section header, the field attribute "header" must be set as "true". As of now, Manage Templates does not support this action and the changes must be doen directly from the backend.

For more information about this attribute change, please refer to the KBA: 3216763 - How to Make an Instruction Field Appear Section Header in the Job Requisition - Recruiting Management

Please download from here

Recruiting Management

LOD-SF-RCM-SCR

XML Template Upload due to Manage Templates limitation

As of today, Manage templates does not offer all same capabilities as uploading XML templates directly from the back-end. If you try to perform an action and it is not available in Manage Templates, you can raise a ticket to the SAP Support team to upload a new template version.

When opening the support ticket, please provide the acceptance form that can be downloaded from the link below and the new XML version. The support team will not make the change or review it, support will only upload a new template version that needs to be provided by the customer. If the template contains any error and upload is not possible, the error information will be provided back to the customer and the ticket will be closed, it is the customer's responsibility to review the changes and ensure the XML template has no issues when uploading if the customer still needs help to overcome the error a partner needs to be engaged as the support team is not able to provide guidance on custom changes.

Required: The limitation in Manage Templates must be declared else this request will be rejected. Limitation must be valid, if a required entry in Manage Templates is trying to be avoided this is not a limitation.

Note: Always perform the change first in a test/dev environment, run some tests related to the change to ensure it will not have any negative impact.

Please download form here

Recruiting Management

LOD-SF-RCM-SCR

Limiting the available users in the Operator field types (Recruiting Groups)

An operator and operatorTeam field types: the client may not want to allow recruiting users to select from any active BizX user. By specifying a group-name attribute, you limit the available users in this field to only users defined in this Recruiting Group. These changes are now available under Admin Centre Manage templates. The group-name attribute is an optional attribute and is only supported on fields that are type="operator" or type="operatorTeam". Add the attribute group-name="X" to the operator field definition in the Job Requisition Template, where X is the name of the Recruiting Group created by the customer in Admin Centre.

For more information, please see the kba below:

2644604 - Limiting the available users in the Operator field types (Recruiting Groups) via Manage Templates Feature

Please download form here

Recruiting Management

LOD-SF-RCM-SCR

Provisioning Changes:

Change or Feature Main Switch	Feature Sub-Switch	Documentation Link and Details	Product Function	Support Component
Service Provider Settings	Recruiting Marketing Settings	Security key provided to PLT to restore after instance refresh or done when there is an issue with Recruiter Sync. Otherwise, not done by Product Support as it id part of the implementation. KB Article: 2794889 - Change Requests for Recruiting Marketing Sites Delivered by Product Support - Recruiting Marketing	Recruiting Marketing	LOD-SF-RMK-SCR
Managing Recruiting	Configure Recruiting Marketing Datacenter URL	Done by Product Support only after refresh if configuration wasn't restored properly. KB Article: 2794889 - Change Requests for Recruiting Marketing Sites Delivered by Product Support - Recruiting Marketing	Recruiting Marketing	LOD-SF-RMK-SCR
Make a Field Reportable		KB Article: 2081508 - Custom Reportable Recruiting Fields - Recruiting Management. Please download form here Note: If you would like to make a field reportable (field from the offer template), please be make sure that the switch "Do not pull updated job application and job requisition field data on the offer approval when an offer approval is edited or a new version is created" is not enabled or otherwise, the value that is currently in the offer will not be visible anymore. See KBA 3310127	Recruiting Management	LOD-SF-RCM-SCR
Create a custom token		KB Article: 2436541 - How to create Custom Tokens for Custom and Standard Fields Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Enhanced People Search		Product Support will be able to disable this switch. Implementation Guide: Enhanced Universal People Search. Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Manage Template for Recruiting		KB Article: 2157630 - Enabling Manage Templates in Recruiting - Recruiting Management. Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Increase size of attachments		When an increase size of attachments is needed, Product Support will be able to increase the size to the highest limit. This functionality does not involved any cost. Implementation Guide: Configuring Document Attachment Settings Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Add a new status in Provisioning		Implementation Guide: Applicant Status in SAP SuccessFactors. Customers need to provide the following: Name of the status Type name Category Note: SAP Product support will only add a maximum of 5 statuses, if more statuses are needed then a partner should be involved. Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Resume Parsing		Implementation Guide: Configuring Resume Parsing Resume Parsing feature has different steps, Product Support team will only enable the feature in the back end which is the first step. Any other steps, will need to be completed by the customer due that the steps are in Admin Centre. Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Enable Merge Duplicate Candidates		Merge Candidate Feature switch will be enabled by Product Support team. Implementation Guide: Enabling the Merging of Duplicate Candidate Profiles. Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Enable/Disable Employee Referral Program		Employee referral feature has different steps, Support team will only enable the feature in the back end which is the first step. Any other steps, will need to be completed by the customer due that the steps are in Admin Centre. Implementation Guide: Enabling and Configuring Employee Referral. Please download form here To disable the feature, the support team will only disable the option in the back end. NOTE: If the customer is using RMK + ICS* after disabling the feature it is required to reload the site in the back end.*	Recruiting Management	LOD-SF-RCM-SCR
Enable Assessment Integration		Enable Assessment Integration referral feature has different steps, Product Support team will only enable the feature in the back end which is the first step. Any other steps, will need to be completed by the customer due that the steps are in Admin Centre. KB Article: 2805333 - Enable Assessment Integration - Recruiting Management. Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Import/Export Assessment Vendor Packages		Support can import/export Vendor Packages provided by customers. Please make sure that the correct file with the correct information is provided as Support will not be responsible for verifying the file's content. Implementation Guide: Integrating Recruiting with Third-Party Vendors for Candidate Assessment. KB Article: 2081528 - Importing New Assessment Vendor Packages - Recruiting Management. Please download form here. NOTE: Any others implementation/configuration steps will need to be handled by the customer/Implementation Partner.	Recruiting Management	LOD-SF-RCM-SCR
Remove or add additional recipients (email id) for the existing schedule job		Support will be able to modify the email address of all the schedule jobs already created for the RCM Module except RCM Entity Anonymization. If you required to make changes for RCM Entity Anonymization, please contact your Partner so they will be able to complete your request. Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Increase the maximum number of results in the Candidate Summary page		KB Article: 2435590 - How to increase the maximum number of (items) candidates per page that can be found in candidate search from 150 to 1000 - Recruiting Management Note: It is important to inform that this functionality must be used carefully. Support the handling of more than 150 candidates in the candidate summary page is a beta functionality that may slow down the system when selecting more than 150 candidates. It is recommended to be used in cases where the number of candidates is considerably high, where having the candidates list divided in different pages would cause significant productivity impact. Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Enable/Disable Job Alerts		If necessary, support team can also enable/disable job alerts. Check this article 2146027 for more details on this process. If you need more information about how job alerts work for RCM and RMK, review this article 2081237. Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Enable/Disable Email Job to Friend		Provisioning > Company Settings > Checkboxes to deactivate the Feature: Disable Internal Email Job to Friend from Recruiting Management Disable External Email Job to Friend from Recruiting Management Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Disable OpenText Integration		Provisioning > Company Settings > checkbox to deactivate the feature Enable OpenText Integration Note : It is required to be enabled only for customers who are using Third Party Document storage (OpenText) for SuccessFactors(Enabling Document Management) If they are not using any third party storage, its safe to disable Please download form here	Recruiting Management	LOD-SF-RCM-SCR
Recruiting Security Field Set Up		Provisioning > Managing Recruiting section > Recruiting Security Field Set Up Provide the following in the case: Approval in the case to perform this change (doesn't require a signed form) List of fields to be enabled/disabled in Recruiting Security Field Set Up	Recruiting Management	LOD-SF-RCM-SCR
Enable inline viewing of resumes(Inline Resume Viewer)		KB Article: 2241854 - How to Enable the Inline Resume Viewer - RCM	Recruiting Management	LOD-SF-RCM-SCR

IMPORTANT:

Upon completion of the requested configuration changes you are required to thoroughly test to ensure the content has been coded to specifications and all functionality behaves accordingly and to expectations including all the way to printing and reporting if applicable;
Only you, the customer, will ever know if something is wrong. What is right for one customer can be wrong for another;
Every option we have is right for someone, and is why we simply would not know what was "right or wrong" for you.

Keywords

sf, success factors, recruiting managemenat, RCM, SCR, software change request, single, multi stage, email, referral, job search, display, language, instructions, label, manage templates, XML, Provisioning, status, partner, mobile field, alerts, document, attachment, assessment vendor, candidate summary, search maximum, recruiting security field, header, footer, desciption, scr recruiting, rcm , KBA , LOD-SF-RCM-SCR , Software Changes, Services, Provisioning etc. , How To

Product

SAP SuccessFactors Recruiting all versions

Attachments

countrylist.txt
Reside PII in Russia option.docx
Updating the time of the existing scheduled Job .docx

2258199 - SAP SuccessFactors Recruiting Management - Provisioning Configuration Changes

Symptom

Environment

Resolution

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