2144710 - What does each checkbox in admin privileges apply to exactly? - Platform

SAP Knowledge Base Article - Public

2144710 - What does each checkbox in admin privileges apply to exactly? - Platform

Symptom

What does each checkbox in admin privileges apply to exactly?

Environment

  • Platform

Resolution

What does each checkbox in admin privileges apply to exactly?

 

Manage Users
Grants permissions to manage user accounts, such as reset employee passwords, reset employee accounts, and change employee information.

This Permission...

Allows the Employee To Do This...

Reset User Passwords

Reset employees' passwords

Employee Import

Update user data by uploading a file with the changes to SuccessFactors

Employee Export

Update user data by updating the existing user data file

Documents Transfer

Transfer forms from an employee's previous manager to a new manager

Goal Transfer

Transfer existing goals from one employee to another

Send System Message Email Notification

Send a system email message

Reset User Account

Reset a locked account

SuccessFactors locks an account when the employee exceeds the number of

allowable login attempts set in your password policy. Once the account is locked,            

the employee will not be able to log in again until the account is reset.

Set User Status

Set employee account to active or inactive

Change User Email Notification

Start or stop email notifications for an employee

Email notifications can be stopped only if they aren't mandatory company-wide.

Change User Information

Change employee information, such as name, email address, or location

Manage User

Update employee information, such as the name of the manager and form transfer options, and add new employees

Matrix Manager and Custom Manager Import

Upload matrix manager and custom manager relationships to SuccessFactors

Use this function to add or remove multiple relationships, or tune the display of matrix and custom reports on the Organization Chart.

Matrix Manager and Custom Manager Export

Download matrix manager and custom manager relationships

Use this function to add or remove multiple relationships, or tune the display of matrix and custom reports on the Organization Chart.

 

 

Manage Security
Grants permissions to manage access level of features available to other employees.

This Permission...

Allows the Employee To Do This...

Default User Permissions

Define permissions that all existing and new employees have

Default User Group Assignment

Assign employees to the Default User Group

Administrative Privileges

Define Administrative privileges for all employees

Human Resources Privileges

Determine which employees can perform various HR functions, such as filter forms by department or approve multiple forms at one time.

Detailed Reporting Privileges

Specify the divisions, departments, locations, and HR jurisdictions for which employees can see reports

Dashboard/List View/Spotlight View Permission

Define Dashboard, List View Reports, and Spotlight View Reports permissions for all employees

Manager Dashboard Permission

Define Manager Dashboard permissions for all employees

Permission to Create Forms

Define employees' permissions to create forms

Permission to Create Notes

Define employees' permissions to create notes

Mass Create Group Permission

Define employees' permissions to define a group of employees who will receive a mass-created form

Spreadsheet Report Permission

Grant and revoke employees' permissions to view Spreadsheet Reports

Proxy Management

Make proxy assignments, look up existing proxy relationships, and change proxy settings for the company

Manage Support Access

Grant authorized SuccessFactors representatives access to a employee's account to troubleshoot problems with the account

Talent Search Access

Define employees' permissions to access talent search

 

 

 

Form Template Administration
Grants permissions to manage form templates.

This Permission...

Allows the Employee To Do This...

Form Templates

Create, edit, enable, and disable form templates

Routing Maps

Create and edit routing maps of forms

Rating Scales

Create and edit rating scales

Mass Create Form Instances

Create and distribute multiple instances of the same form at once. For example, launch an annual review for an entire division.

Set Corporate Goals

Create goals that all employees in the company will have

Schedule Mass Form Creation

Specify the time when mass-created forms should be sent. For example, launch a New Hire evaluation 90 days after the employee's hire date.

 

Managing Competencies and Skills
Grants permissions to work with competencies, skills, Legal Scan libraries, and job families and roles.

This Permission...

Allows the Employee To Do This...

Competency and Skill Libraries

Edit and create competencies and skills in existing competency libraries

Employees who have both this permission and the Families and Roles permission will also be able to associate skills and competencies with job roles.

Families and Roles

Edit and create job families and job roles

Employees who have both this permission and the Competency and Skill Libraries permission will also be able to associate job roles with skills and competencies.

Legal Scan Library

Edit and create words and phrases in the existing Legal Scan Library

Legal Scan Library Import

Upload new Legal Scan Libraries to SuccessFactors

Importing Families and Roles

Upload new job families and job roles to SuccessFactors

Importing Competency Libraries

Upload new Competency libraries to SuccessFactors

Importing Skills Libraries

Upload new skill libraries to SuccessFactors

 

 

System Properties
Grants all employees permissions to customize your company-specific settings, including password policies, logo displays, online Help content, and bulletin board messages.

For more information about customizing company settings, click here.

This

Permission...

Allows the Employee To Do This...

Company

Process

Create, edit, and delete company processes

Data Privacy Consent

Statement Settings

Edit the content and manage settings of the Data Privacy Consent Statement

Bulletin Board Message Settings

Create and send bulletin board messages

Password Policy Settings

Define the password policy for logging in to SuccessFactors to meet your company's security requirements.

Company System and Logo Settings

Add your company logo to display on the SuccessFactors login page and at the top of each form

E-Mail Notification Templates Settings

Select and customize email notifications

Process Guide Setting

Give employees access to your customized Process Guide if you're using one

Help Link Settings

Specify whether employees see the SuccessFactors Help system or your customized Help system if you're using one

Text Replacement

Modify some of the words used by default in Goal Plans, forms, and instructions for routing forms with terms that fit your company needs

Quick Link Settings

Create and modify Quick Links

Company Dictionary

Add and remove words from the company dictionary, upload files to use as the company dictionary and download the company dictionary.

Change Engine Configuration

Specify what happens with in-progress Performance and 360 Review forms when employee data changes.

 

 

Managing Documents
Grants permissions to approve, sign, and re-route forms.

For more information about managing forms, click here.

This Permission...

Allows the Employee To Do This...

Modify Document Route Map

Add, re-order, or remove routing steps of the workflow of a form

Delete Documents

Delete forms from the system

Restore Deleted Documents

Restore forms that were previously deleted

Approve Document

Complete the current step of a form in the Modify stage and move the form to the next step

Sign Document

Sign a form in the Signature stage and move it to the next signer

Route Document

Move a form in the Modify stage to any step in any stage

Route Signature Stage Document

Route a form from the Signature stage back to the Modify stage

Route Completed Documents

Move a Completed form back to another stage

Complete/Decline 360 document

Complete of decline a 360 form on behalf of one rater

 

Dashboards/Reports
Grants permissions to configure Dashboards and reports.

This Permission...

Allows the Employee To Do This...

Processes and Forms

Create and edit processes and forms used in Dashboards

Rating Scales

Create and edit rating scales used in Dashboards

Performance Management Date Range

Select the date range for the forms that are being included in the report

Threshholds

Define the top and bottom threshhold for reports and Dashboards. For example, specify that a rating at the bottom half of the rating scale should be shown in red, or a form that's 75% completed should be shown in green.

Trending

Specify whether the previous period should show on Dashboards

Filtering Options

Specify filtering options for Dashboards, such as which fields are displayed

Individual Portlets

Configure individual portlets

Dashboards

Create and edit Dashboards

Portlet Permissions

Specify which portlets are available to employees

List Views

Specify which List Views are available to employees

 

Manage Goals
Grants permissions to work with goals of all employees and to import and export goals.

This Permission..

Allows the Employee To Do This...

Add Group Goal Creation

Create Group Goals.

Import Goals

Upload a flat text file (such as a CSV file) to import goals into SuccessFactors.

Export user and goal plan permission association

Download the Goal Plan association file.

 

 

Keywords

KBA , LOD-SF-PLT , Foundational Capabilities & Tools , How To

Product

SAP SuccessFactors HCM Core all versions