2979275 - SAP SuccessFactors Home Page

Outlined in this KBA is an overview of the Home Page features, as well as a FAQ section. 

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 HCM Suite

Current Limitations for the Home Page:

Custom Cards:

• For Mobile, Custom Card Pop-up is not available.

To-Dos:

• Some To-Do tasks are not shown on the Home Page. See Where To-Do Tasks Appear | SAP Help Portal for further details.
• The To-Dos that aren't available directly on the Home Page can be accessed via the Home Page Shell Bar panel. On mobile, To-Do tasks are accessed via a new tab. See KBA 2979675.

Managing the Home Page:

Administrators can manage the Home Page from Manage Home Page. Manage Home Page allows you to manage your Home Page banner, Favorites, Quick Actions, Surveys and Organizational Updates, and Import Custom Tiles for the Home Page. 

The Home Page includes:

• A Welcome Banner reflecting your organization's brand. The Welcome Banner can be managed from Manage Home Page > Edit Banner Image. There are two separate image uploaders: one for Landscape and one for portrait. There is only one check box for Use default banner image which applies to both landscape and portrait images.
  
  • Note: This is not the same image as in PP3. Additionally you can hide the banner if you don't want to use a banner image at all. See further details in Configuring the Banner Image on the Home Page | SAP Help Portal.

• A Quick Actions section where you can complete your most frequent or important actions. Quick actions allow users to perform a quick task without navigating away from the Home Page. Quick Actions are driven by company features in Provisioning and Upgrade Center. For more details on Managing Quick Actions, see Showing or Hiding Quick Actions on the Home Page | SAP Help Portal. 

• An Approval section where you can approve To-do tasks. You can approve or decline the request, or view more information. More details on  SAP SuccessFactors Home Page | SAP Help Portal. Note: Non-approval To-Do's will display in the For you Today section. 
  
  
• A For You Today section with content that's dynamically generated just for you. The For You Today section contains Engagement Cards which provide the information necessary to perform a task. You can navigate to an application page from Home Page. To navigate to a module page, users can click on a specific page link. Engagement Cards are dynamic and no two users will see the same cards. More details on Engagement cards can be found in KBA 2979181.
  
  
• An Organizational Updates section with custom content for your organization. Organizational Updates contains custom cards very similar to the Home Page tile experience. You can create custom content and employee engagement surveys with Qualtrics from Manage Home Page for the Home Page. Unlike Home Page custom tiles, you can't select the type of custom cards. There aren't any static cards that display icons. All custom cards require an image instead. Custom Tiles from the Home Page can be imported to the Home Page. More details on Organizational Updates can be found in Creating or Editing Custom Cards for the Home Page | SAP Help Portal.

Custom Cards Behavior on Home Page

• Custom Cards on Home Page can be configured based on a new hire's start date (i.e. onboarding cards) where a card needs to show (e.g. 5 days before the new hire’s start date). For more details, see Creating or Editing Custom Cards for the Home Page | SAP Help Portal.

• Now custom cards can be organized into groups on the Home Page under a visible title within the Organizational Updates section. Folders can be created and custom cards can be assigned to specific folders via Manage Organizational Update. For more details, see  Creating and Editing Folders for Custom Cards | SAP Help Portal. 

NOTE: The order you see cards and folders on the Manage Organizational Updates page is the order they appear on the home page.
(You may encounter a situation where the order of items on the Home Page does not appear to match the sequence you have set. It could be that the order is on Masonry layout. To resolve this, we recommend reviewing your configuration settings to determine why the horizontal order was not maintained.)

FAQ (Frequently Asked Questions)

• Is the Home Page available for both Web and Mobile?
  
  • Yes, the Home Page is available for both Web and Mobile. Some Engagement Cards are not available for mobile users. Additional Engagement Cards will be added in future releases. See KBA 2979181.
  • In addition, on the mobile Favorites, we display links that are native to the Mobile application. We don't display links which require us to open up the web application. So it is expected behavior for less Favorites to show in SuccessFactors Mobile app, compared to the web version.
  • SSO will not work in external browser from mobile app. We currently do not support the feature to share authentication and sessionIDs with external browsers. 
• Can the content on the Home Page be customized?
  
  • The nature of content is dynamic. Content is dependent on Provisioning/Upgrade Center and role-based permissions. Cards are generated based on activity within the instance by the end user, and tailored for the end user (besides custom cards).
     
• Where can an enhancement/suggestion or idea for the Home Page be submitted?
  
  • Product improvements/enhancements should be submitted using the influence tool. See KBA 2090228.
  • All additional features/enhancements will be documented within the SAP Help Portal as they become available. General questions can be posted on SAP SuccessFactors Community. 
      
• Is it possible to control which quick actions appear on the Home Page, or can custom Quick Actions tiles be created as part of the current design? 
  
  • Yes, Quick Actions can now be shown or hidden on the Home Page. End users only see those for which they have RBP permissions.
    
    
• What drives the personalized greeting seen in the banner on the Home Page?
  
  • The personalized greeting seen by the user in the banner is driven by the user's time zone. The personalized greeting cannot be hidden from the Home Page.
    
    
• Can the greeting message text be changed on the Home Page ?
  
  • Yes, the plain text can be changed using Manage Languages. See more details in KBA 2576546. Note: The standard label values for those keys are not designed to “expect” customer-supplied data. Any text you supply in the customization will be rendered as plain text.
    
    
• Is it possible to disable the Header Section of the Home Page?
  
  • No, it is not possible to disable the header section. However, you can hide the banner from Manage Home Page.
    
    
• Can the design of the Home Page be customized?
  
  • Only custom cards, banner image, and theme can be customized. See more details on SAP Help Portal: Theme Settings: Home Page | SAP Help Portal 

• Is it possible to customize the Title Color of Pages of in SuccessFactors?
  
  • No, if you go to Theme Manager > Select Theme in question > Theme Preview, you will see that Page Title is designated "Not Customizable". This change was introduced as part of the Horizon visual theme transition and is driven by SAP Central Design guidelines.

• What is the browser equivalent of the What's New card in the mobile app?
  
  • The What's New card in mobile is the equivalent of Organizational Updates in the browser.
• Why is my Survey Card still showing even after completing the survey?
  
  • The survey card will show until the end date of the Survey. This is expected behavior.
    
    
• Can any of the Quick Action Cards be hidden?
  
  • Yes, admins have the ability to control Quick Actions tiles at the company level. Quick Actions are visible based on role-based permissions and system configuration. Administrators choose what tiles to show, but individual users only see the ones relevant to their role. They can see a maximum of 16 Quick Actions total: 14 based on their permission, View Reminders and View Favorites. For more details, see Showing or Hiding Quick Actions on the Home Page | SAP Help Portal. 
    
    
• Can users select which functionalities are available for them in Quick Actions?
  
  • Out-of-the-box Quick Actions are be controlled via RBP. The Favorites tile allows users to control what applications/pages they need quick access to.
    
    
• Do Survey Engagement cards display the same image for all surveys?
  
  • Yes, we have just one image for all survey engagements. A user is not expected to have multiple survey engagement cards.
    
    
• Can we rearrange Custom Cards on the Home Page?
  
  • Yes, you can set the order of custom cards from Manage Home Page.
    
    
• When selecting the target to "All employees" will it exclude external employees?
  • No, it will be applied to all users.
     
• Can we rearrange Engagement Cards on the Home Page?
  
  • The priority of these cards is built into the system design. Within each type of card stack, the urgency for action determines the order of the card.
    
    
• Is HTML supported in the Home Page?
  
  • RAW HTML is supported with the Home Page. NOTE: The card is sanitized before being rendered on the home page. The Home Page does not support the option to disable HTML sanitization.
  • Custom Cards which use HTML tags such as <script> and <iframe> are considered insecure and will be removed as part of HTML sanitization during the import (without corresponding closing tags). See SAP Help Guide for Creating or Editing Custom Cards for the Home Page | SAP Help Portal. 
    
    
• Can the sections be reordered in the Home Page?
  
  • No, the sections cannot be reordered in Manage Home Page. Custom folders can be created to organize the custom cards from the Organizational Updates section. 
    
    
• Are there Custom Tile limitations for the Home Page Custom Cards?
  
  • See KBA 3033503.
• Is it expected to see stacked cards?
  
  • This is by design. Cards in the same category will typically appear as stacked.
  • Only the first 20 cards from the same category will appear stacked. To access more cards, you need to act on the first 20 to remove them and show the others.
    
    • If you consider this a limitation that needs improvement, please raise as enhancement request to our Product Team to evaluate as referred on KBA 2090228.
      
      
• All Employees is the only option on the survey card for Target Group. Is this expected?   
  
  • Yes, All Employees is the only option for the visibility filter currently supported.
    
    
• How is content adjusted based off engagement if we select "Hide for 7 days" on a Card?
  
  • If the user clicks Hide for 7 days, the card will not be shown for 7 days. It will resurface after that if the card is still valid (i.e. if the user hasn’t made any changes in the system).
    
    
• Can the option "Hide for 7 days" be disabled/hidden?
  
  • Currently, it is not possible to remove/disable/hide this option, it is automatically on since 2H2023. 
    
    
• Is changing icons and using image library supported with the Home Page?
  
  • This functionality is not supported with the Home Page.
• In what order are Favorites displayed?
  
  • Favorites are displayed alphabetically.
    
    
• Is it possible to change the color of the star icon and split buttons of 'Favorites'?
  
  • Currently it is not possible to change these settings. However, the favorite text links can be changed via Theme Manager > Portlets > body link text color.
    
    
• What is the maximum number of Custom Cards on the Home Page?
  
  • Admins can maintain up to 100 Custom Cards, 100 Favorites, and 5 Survey Cards.
    
    
• If a user has permission to see multiple Quick Actions, which one takes priority?
  
  • The system takes into account the role: manager-specific Quick Actions take precedence over Individual Contributor-specific Quick Actions. Transactional Quick Actions take precedence over navigational quick access cards.
    
    
• Can we delete/hide the overdue To-Do’s on the Home Page?
  
  • Some cards can be hidden/deleted. The available cards are listed in Disabling and Deleting Home Page Cards.

• Can Custom Cards in the Organizational Updates Section be changed using Theme Manager?
  
  • Custom Cards cannot be themed via Theme Manager. This is by design. Refer to 3129891.
    
    
• A custom card shows blank/white space after the image, can this be removed? 
  
  • The blank space below the image in the custom card is part of design framework and cannot be reduced as there is no specific setting to reduce the space in custom cards. It is part of SF Horizon theming and it is incorporated as part of visual changes.

• Is a Careers card from Recruiting available in the Home Page?
  
  • 3148505
    
    
• How do we get the search bar in the Home Page banner?
  
  • That search bar is only enabled with Digital Assistant integration. This integration is in the Early Adopter phase and is not universally available to customers yet.
    
    
• Which Org Chart (Basic or Position) does the Home Page Org Chart Quick Card point to?
  • The Org Chart Quick Card navigates to the Basic Org Chart. It is not possible at present to change this navigation.
    
    
• Is it possible to create Reminders by manually scheduling the preferred day?
  • Currently it is not possible to manually assign the date you prefer. For each card you can choose 'Remind Me Tomorrow' to temporarily move it from the home page to the Reminders quick action. By doing this, the card will reappear on the home page after 24 hours.
    
    
• Is it possible to have a custom card visible on web browser and hide this card on Mobile version?
  • No, the custom card will be visible on both, mobile and browser or it will be hidden on both.
    
    
• Is third-party To-Do Card supported in the home page?
  • KBA-> 3302416 - Third Party To-Do Integrations on the Latest Home Page

Note: For more FAQ on the Home Page please review the FAQ section on the SAP SuccessFactors Community Innovation Alert.

• SAP SuccessFactors Home Page | SAP Help Portal 
• Creating or Editing Custom Cards for the Home Page | SAP Help Portal
• Showing or Hiding Quick Actions on the Legacy Home Page | SAP Help Portal
• Showing a Survey Card on the Home Page | SAP Help Portal
• Configuring the Banner Image on the Home Page | SAP Help Portal
• KBA 3033503 - Home Page Custom Card Limitations
• KBA 2979181 - For you Today Engagement Cards & Quick Actions on The Home Page
• KBA 2979675 - Home Page To-Do's for Web and Mobile
• KBA 3010659 - [The Latest Home Page ] Error "Fail to save the custom card, please try again later." Displayed When Creating Custom Card from Manage Home Page
• KBA 3129891 - Unable to change theme for Custom Cards on the Latest Home Page

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