SAP Knowledge Base Article - Public

2341158 - Provisioning set up - best practices - Recruiting Management

Symptom

Which Provisioning settings are required? What is the recommended state of Provisioning settings?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP SuccessFactors Recruiting Management

Resolution

In order to activate Recruiting, following features have to be enabled:

1.png

This option enables recruiting and activates other Recruiting settings in Provisioning.

Following features are critical for Recruiting enablement:

Option name Description
Question Object Management Required to enable Recruiting.
Enable Stack Ranker style Interview Assessments If Interview Central is enabled in the instance, this switch enables the toolbar that shows which candidates rank highest. A dropdown menu enables the end user to select comparisons on overall interview rating and rating by competency.
Enable Candidate Workbench

Required. Enables a significant improvement in user interface and functionality on the application list page.
Encourage existing clients to enable this switch in test mode, review the differences, and then enable it in Production. This switch is scheduled to become universal and it is better for clients to opt-in before that happens.

Agency advanced ownership setting
Ownership for requisition.
Ownership for duration

 Sets the period of time when an agency is listed as the owner of a candidate in the database.
Attachment Storage Allocation Upper limit to the attachment storage space allocated to the instance. (Recommended 1000G)
Attachment user limit Upper limit to he attachment storage space allocated to the individual user. (Recommended: No limit)
Attachment max file size The maximum size of a single attachment that can be uploaded. This value is not designed to scale to media files like video and audio. (Recommended 5M)
Attachment Limit Notification Monitor Period Super admins and admins who have access to the File Storage Management feature in Admin Tools receive a notification when the company has hit a threshold of 75% of their total Attachment Storage Allocation. When the notification is turned on, the system runs a job every X days (1,3,5,7) to trigger the e-mail reminder. (Recommended: 7)

How to import/download/update RCM templates

There are four basic Recruiting Templates: Job Requisition template (or Job Requisition Data Model: JRDM), Application Template (or Candidate Data Model: CDM), Candidate Profile Template (CPT) and Offer Detail Template. Please note that the best practice is to always back-up the previous versions of the XML templates, when modifying them: Download a template, copy the downloaded file and modify only one XML file.

In order to download/edit/update Job requisition template:

  1. Navigate to Provisioning > Managing Recruiting
  2. Click Import/Update/Export Job Requisition Template:
    2.jpg
  3. Download the relevant template by clicking the "Export" button:
    3.jpg
  4. In order to import a Job requisition template click Choose File - select the XML file from your local machine and click "Upload":
    4.jpg
  5. If you wish to update an existing template, please make sure that the data in the template-name tag matches the template name of an already uploaded JRDM, e.g.:

    <template-name><![CDATA[Manager Requisition]]></template-name>

    If you are uploading a template with the existing name, the template will be overwritten in Provisioning.

In order to download/edit/update Application template:

  1. Navigate to Provisioning > Managing Recruiting
  2. Click Edit Job Requisition Application Template:
    5.jpg
  3. Download the relevant template by clicking the "Export" button:
    6.jpg
  4. In order to import a Job requisition template click Choose File - select the XML file from your local machine and click "Upload":
    7.jpg

  5. If you wish to update an existing template, please make sure that the data in the template-name tag matches the template name of an already uploaded CDM, e.g.:

    <template-name><![CDATA[Candidate Detail Info Template]]></template-name>

    If you are uploading a template with the existing name, the template will be overwritten in Provisioning.

In order to download/edit/update Candidate profile template:

  1. Navigate to Provisioning > Managing Recruiting
  2. Click Edit Candidate Profile Template:
    8.jpg
  3. In order to upload the template for the first time past the ready XML text and click Save Form:
    9.jpg
  4. In order to edit the existing Candidate Profile Template make changes in the XML text and Save Form
  5. In order to download the Candidate Profile Template select the full text from the text editor, copy it, paste in an application without formatting (e,g, notepad or Notepad++) and save with the .xml extension

In order to download/edit/update Offer detail template:

  1. Navigate to Provisioning > Managing Recruiting
  2. Click Import/Update/Export Offer Detail Template:
    10.jpg
  3. Download the relevant template by clicking the "Export" button:
    11.jpg
  4. In order to import a Job requisition template click Choose File - select the XML file from your local machine and click "Upload":
    12.jpg

  5. If you wish to update an existing template, please make sure that the data in the template-name tag matches the template name of an already uploaded Offer Detail Template, e.g.:

    <template-desc><![CDATA[Offer Detail Template]]></template-desc>

    If you are uploading a template with the existing name, the template will be overwritten in Provisioning.

NOTE: if the template name is changed before uploading it, a new and separate template will be created and the existing one will not be overwritten. 

Keywords

KBA , LOD-SF-RCM , Recruiting Management , How To

Product

SAP SuccessFactors Recruiting all versions