SAP Knowledge Base Article - Public

2087940 - Explanation of User Roles (E, EM, EMM, EX etc.) and How Roles are Used in Forms & Routing Maps in all Modules - BizX Platform

Symptom

This document provides information on the role names commonly used in form templates, route maps, goal plan templates, etc. As well as information on what roles are used in recruiting, and what roles are used in Job Description Manager (JDM 1.0).

Environment

  • SAP SuccessFactors HCM Suite
  • SAP SuccessFactors Performance & Goals Management
  • SAP SuccessFactors Career Development Plan
  • SAP SuccessFactors Recruiting Management
  • SAP SuccessFactors Job Description Manager (JDM v1.0)

Resolution

The following are the role codes & role names used throughout modules for route maps, templates, access permissions, etc:

*(asterisk) = everyone

cascader = person who is cascading a goal

E = employee/owner

EA = employee's second manager

EB = employee's direct report of second manager

EC = employee's custom manager

ED = employee's direct report

EDD = employee's second level direct report

EDDD = employee's third level direct report

ED+ = any level of employee's direct reports below in the reporting hierarchy

EH = employee's HR representative

EHM = employee's HR representative's manager

EHM+ = employee's HR representative's manager and levels above in the reporting hierarchy

EJ / EJ = is a role given to an Educational Representative

EL / EL = is a role given to Learning Administrators

EM = employee's manager

EMD = employee's manager's direct reports, i.e. coworkers/peers (only supported for TGM and CDP)

EMH = employee's manager's HR representative

EMM = employee's second level manager (manager's manager)

EMMM = employee's third level manager

EM+ = employee's manager and levels above in the reporting hierarchy

EP = all employee's matrix managers

ER = direct report of custom manager

ET = Calibration Facilitator: The relationship only applies to facilitators (not to owner or participant).

EX = employee's matrix manager

EY = direct report of matrix manager

F = form reviewer (goal access restricted through a form only)
F = F is also used in JDM and means "Job Family Expert" when applied in JDM

G = hiring manager in recruiting

GM = hiring manager's manager

J = super user (recruiting)

O = originator when relative to JDM or Performance
O = For Employee Central Users O can also refer to Other Role - A role to be used in the workflow only. Cannot be pre-defined. Is selected by using the “search” function.

OM = originator's manager

OP = originator parent (for use when aligning private goals)

OC = originator child (for use when aligning private goals)

R = recruiter in recruiting

S = sourcer in recruiting

T = recruiting Co-ordinator

U = specific user (requires username) - workflow only

V = approver

 

Step Roles Available for a Route Map

C / EM / E = collaborative step between employee and their manager
C / E / EM / EP = collaborative step among employee, their manager and all employee's matrix managers
E = employee
EH = employee's HR Rep.
EHM = employee's HR Rep's manager
EM = employee's manager
EP = all employee's matrix managers
EX = employee's first matrix manager
G = Hiring Manager in Recruiting
I / F = Job Family Expert (used by Health Care)
I / EM / E = iteration step between employee and their manager
I / E / EM / EP = iteration step among employee, their manager and all employee's matrix managers
O = Originator (only supported in PMv11, not above - PMU-1254 )
OM = Originator's manager (only supported in PMv11, not above - PMU-1254 )
R = Recruiter in Recruiting
S = Sourcer in Recruiting
T = Primary Coordinator in Recruiting
U = specific user

 

Roles for Recruiting - Used for Permissions

J = super user (recruiting)
R = Recruiter in Recruiting
T = Primary Coordinator in Recruiting
G = Hiring Manager in Recruiting
S = Sourcer in Recruiting
O = Originator

 

Roles Exclusive to GM

cascader = person who is cascading a goal

 

Roles Exclusively for JDM

F = Job Family Expert
O = Originator

NOTE: JDM also uses all other standard roles for forms

 

The role-name element in action-permission, field-permission and button-permission elements specifies a role. The following role-name values are allowed:

* = all users
F = form reviewer (applicable on form views only)
E = employee/owner
Exxx = employee/owner relative role (see below)

 

Additional Information on "Employee/Owner Relative Roles"

"E" may be followed by any combination of "M", "D", and "H" with optional modifiers "+", "*", "?" to specify complex employee relative roles.

M = employee's manager
D = employee's direct report
H = employee's HR representative

On the below scenario, "X" is one of "M", "D", or "H", as defined above:

  • X? = X is optional (zero or one of X)
  • X* = zero or more of X
  • X+ = one or more of X

As an example, here are a few common roles:

EM = employee's manager
EX = employee's matrix manager
EA = employee's 2nd manager
ED = employee's direct report
EB = employee 2nd manager's direct report
EH = employee's HR rep
EM+ = employee's manager, manager's manager, etc...
ED+ = employee's direct and indirect reports
EMM = employee's manager's manager (only)
EMD = employee's manager's direct reports (coworkers) including the employee.

NOTE: The time it takes to resolve a role is relative to it's length. The modifiers can drastically increase the time to resolve an access right. And although using more than one modifier in a role name is supported, it can seriously hinder performance.

For visual demonstration of roles and relationships, you can review the document attached to this article.

Keywords

administrative domain domains permission access to role employee CDP PMGM PM GM employee profile EP JDMv1.0 v1.0 , KBA , sf bizx performance management , sf bizx system/platform , sf bizx compensation , LOD-SF-PM , Performance Management , LOD-SF-GM , SAP SF Goal Management , LOD-SF-CDP , Career Development Planning , How To

Product

SAP SuccessFactors HCM Core all versions

Attachments

SF Roles in SF Employee Centric System - Customer.pdf