2361536 - How to add a custom field for selecting users in a portlet - Employee Central

How to add a custom-field in a portlet, such as Personal Information or Job Information (Global or Country-Specific), that retrieves the employees from the system.

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

• SAP SuccessFactors Employee Central
• SAP SuccessFactors HXM Suite

1. Navigate to Admin Center -> Manage Business Configuration
2. Select the portlet to which the custom field should be added
3. Select an unused custom string from the drop down and provide a valid label and enable the filed
   
4. Click on Details link on the right hand side of the row
5. Select Employee for Type of Reference Object and Edit for Visibility field
   
   
6. Click on Done followed by Save
7. Provide permissions for this field.
8. Test the field in UI.
   
   

Please Note: 

• This custom field will retrieve only active users in the instance to be selected;
• If you have selected and employee in this field that became inactive after, the information will not bee erased - it needs to be manually removed. Keeping the inactive employee value will cause an error message to be triggered - as per KBA 3343020 - Error when updating a user's Job Information or Terminating a user: Worker X is invalid. Enter an Active user ID as of date Y and try again
• For the user to be displayed/retrieved in the field, they need to have a record of the referred HRIS Element maintained in the system. Example: If the custom-field is created in Personal Information, the user needs to have a Personal Information record maintained in the system / If the custom-field is created in Job Information, the user needs to have a Job Information record maintained in the system. Otherwise they will not be retrieved even if active.
• The field can also be restricted with target permissions, as per KBA  2513637 - Role-Based Permissions: Restrict "Worker" type fields to display only users that are in the Permissioned Users Target Population
• To have the Job Title displaying below the employee name when selecting it, you will need to configure the standard field "Job Title" in the instance and grant the user making the changes the permission to "View Current". After that the Job Title should be visible under the employee name when searching any worker type fields.

3343020 - Error when updating a user's Job Information or Terminating a user: Worker X is invalid. Enter an Active user ID as of date Y and try again

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SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HCM Suite all versions