Today more and more customers are adopting a full SuccessFactors Solution. From Employee Central to Compensation, Recruitment to Onboarding to Employee Central, Performance / Goal Management to Compensation and many more. As the implementation guidebooks provided by SuccessFactors gives us in-depth configuration solution for each individual modules, many a times integration between modules are not as detailed. A very common integration in SuccessFactors today would be Employee Central to Recruitment.
In this blog, I’ll go through a more detailed end to end step of defining the Recruiting Management integration to Position Management, configuring Business Rules, Position to Requisition field mapping and how to create a Job Requisition.
Prerequisites
RCM to EC Integration must be enabled in Provisioning
Requisition Template ID has already been defined
Enable Position Management in Employee Central
Enable Manage Requisition in Position Org Chart
Configuring Integration with Recruiting Management from EC
Once both modules have been configured, we must enable the integration switch. Go to Admin Tools -> Employee Files -> Position Management Settings.
- Under the Integration tab ensure Use Recruiting Integration is defined as “Yes”
- Business Rule “GetReqTemplateID” is used to define which template ID is used when Requisition is triggered.
- Business Rule “MapReqFields” is used to define the mapping between Position and Requisition fields.
Configuring Business Rules
Now we must configure 2 business rules for this integration to work. The first to derive the Template ID use for the job requisition create and the second to determine the field mapping between position and job requisition.
Here is my example of the get template ID rule.
Please ensure the following base object parameters are maintained.
In my scenario above, it is a simple case of having 1 universal template for all job requisition. For some customers, hourly wage or intern positions may require a different template.
The next rule I’ve created is to map the position fields into requisition.
Please ensure the following base object parameters are maintained.
Requisition Field must be populated with the correct Template field value (highlighted in yellow).
Field value is defined as the EC field (highlighted in red)
Access SFAPI Data Dictionary
One way for us to ensure the requisition fields are correctly defined in our mapping business rule is through the SFAPI Data Directory.
Go to Company Setting -> SFAPI Data Dictionary.
Scroll until you find JobRequisition.
Expand node.
Yellow Column captures the Template Field which needs to match the Requisition Field in our business rule.
Green Column captures the Requisition Field Label used on the Recruitment Requisition Form.
Create Job Requisition
Once all configurations have been completed, it is now time to test.
To create a requisition, go to Home -> Organization Info -> Position Org Chart (ensure that you are logged in is a Recruiter).
Select position in which Job Requisition required, click position and select Create Job Requisition.
Specify Date of New Job Requisition and execute Create Job Requisition.
Now click on the generate Req ID to access the Requisition Form.
Now compare the fields defaulted on the Requisition Form against the Position Information.
Summary
The integration between SuccessFactors EC – Position Management and Recruitment Management certainly brings a benefit from a process stand point. Through a 3 step process of activating the integration switch, configuring 2 business rules; one to derive the template ID and the other to define the mapping, we are able to create a requisition directly from a position in the Position Org Chart. I’m truly excited to see what new features would be release by SuccessFactors each quarter.
Be sure to look out for my next blog about integrating Job Profile Builder with Requisitions.
Thank you,
Leon Lee
www.veritasprime.com | www.helpmycloud.com
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