Workflows in LMS

-

 


If you want to set up a Training Approval Process in SAP SuccessFactors Learning, you can do so in following 4 simple steps:

1) Create an Approval Role, and 2) Assign the Role to User(s)
3) Create Approval Process, and 4) Apply it to Items/Classes.

Create Approval Role

Navigate to References > System Administration > Approval Roles, Click Add New, Enter the Approval Role ID and Description, and Click Add. Close the window. 



Assign the Approval Role to a User

Navigate to People > Users, Search for the user record, Click the user ID to access it, and then Choose Approval Roles tab. Select the role you created before and assign it to the user. The next thing you have to do is to select the Security Domain (to restrict the role to a specific part of the organization). Choose Apply Changes. 



Create Approval Process

Go to References > System Administration > Approval Processes, Click Add New. Enter Process ID & Name, and Select (relevant) Secruity Domain. Click Next, Enter Step Name and Select Approval Role (you created earlier). Choose Next to add another step, and repeat the same activitiy i.e. add an Approval Role. Click Finish when you don't have to add any other role, and click Create Process and Ok on the next scree. Close the window. 


Apply the Approval Process to an Item

Go to Learning Activities > Items. Search for and select the Item which needs to have approval process. Select Item Details tab, select Yes for Approval Required, and select the approval process. Choose save. 



Can you think what will happen next?

That's it :-)

Comments

Post a Comment

Popular posts from this blog

How to add Custom Help Text on Job Requisition fields

-
Image
  To help Recruiting Users, you can add help text on different fields of a Job Requisition.  The steps are very simple.  1. Go to Manage Recruiting Custom Help Text. You can use Action Search to reach to the page. You should have the necessary permissions.  2. Select the field, add text, and choose Save. 3. To test the help text, go to Recruiting and select any existing Job Requisition, or create a new one as shown in the first image. You should be able to see the text. Interesting feature, isn't it? Happy learning!
Read more

Creating Live Slides using Presentations Feature

-
Image
  Have you explored the Presentations Feature within SAP SuccessFactors ? It allows HR users creating LIVE slides out of Talent Data, without having a need to create & run a report and then to download & format data to use in a presentation.  Here are the steps: 1) Access the feature from the main navigation menu i.e. Home > Presentations .  2) Click on + icon on top right side of the Presentations screen.  3) Give your presentation a name and choose OK . 4) You may Hide Instructions by clicking on the link. 5) Click on the Presentation Menu on top right side of the screen, and choose an action, such as Add a Live Slide . 6) Select an option to create a live slide of your choice.  7) Enter a user name and select/deselect Include Matrix Reports , as requried. Click Add Live Slide . 8) Create other slides, as/if needed, and select any of the options on top right side of the screen to View Slide Sorter or Timeline , or to Start Presentation Mode...
Read more