3 Setting the foundation01 Introduction To MasteryC6_ChangeEngineConfig

,IntroductiontoMasteryTraining,ChangeEngineConfiguration,2012.SuccessFactors,Inc.,AnSAPCompany.Allrightsreserved.Nopartofthisdocumentmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,withouttheexpresswrittenpermissionofSuccessFactors.Thissoftwareiscommercialcomputersoftwaredevelopedexclusivelyatprivateexpense.ThesoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplicationordisclosurebytheU.S.GovernmentissubjecttorestrictionsassetforthinDFARS252.227.7202-3orFAR52.227-19,asapplicable.DeveloperisSuccessFactors,Inc.,AnSAPCompany,1500FashionIslandBlvd,Suite300,SanMateo,CA94404.RwizisatrademarkofEnterpriseInformationResources,Inc.TheproductdescribedhereinincludessoftwaredevelopedbytheApacheSoftwareFoundation(/).Allotherbrandandproductnamesthatarementionedhereinarethetrademarksorregisteredtrademarksoftheirrespectiveholders.Allexamples,includingthenamesofpeopleintheexamplesorscreenshotsarefictitious.Noassociationwithanyrealperson(livingordeceased),company(existingcurrentlyorinthepast),oreventsshouldbeinferredfromanyexamplewhatsoever.InformationinthisdocumentissubjecttochangewithoutnoticeanddoesnotrepresentacommitmentonthepartofSuccessFactors.SuccessFactors,Inc.,anSAPCompany1500FashionIslandBlvd,Suite300SanMateo,CAUSA,Agenda,ConfigureChangeEngineOverview,ChangeEngineOverview,ChangeEnginegivessystemadministratorstheabilitytosetuprulesinthesystemthatperformactionsbasedonemployeedatachangesUsedforperformanceand360reviewformsThistrainingstepsbrieflythroughthebasicoptionsofchangeengineconfiguration,PermissiontoAccessChangeEngineConfiguration,GrantChangeEnginePermission,OnlyafewsuperadminsshouldbegrantedaccesstoestablishtheChangeEngineconfigurations.UndertheManageEmployeessection,clickSetUserPermissionsandselectAdministrativePrivileges.VerifytheManageadministrativesecuritythroughindividualusersoptionisselectedatthetopofthescreen.Entercriteriatosearchfortheuserwhosepermissionyouwanttodefine.ClickSearchUsers.,1,3,2,4,GrantChangeEnginePermission(cont.),SelecttheuserwhoshouldhavetheaccesstoChangeEngineConfiguration.ClickSystemPropertiestoexpandthepermissiongroup.LocateandchecktheChangeEngineConfigurationcheckbox.SelectSaveAdminPermissionforSelectedUsers.,5,8,6,7,CreateRules,OverviewofChangeEngineRules,Systemadministratorswillbeabletodevelopruleswithtriggersandactionstodeterminehowactiveperformancereviewand360formswillbehavewhenemployeedatachangesduringthereviewcycle.Employeedatamayincludechangesto:ManagerJobCodeLocations,UndertheCompanyProcesses&Cycles,clickCompanySettingsandselectConfigureChangeEngine.Note:YoumusthaveChangeEngineConfigurationpermissiontoseethislink.Selecttheruletobeestablishedintheleftnavigationwindow.Theassociatedactionsdisplayinthemiddleoftherightnavigationwindow.ChecktheappropriateActions.,CreateaChangeEngineRule,1,3,2,Ifthereareotherrulestobeset,clickSaveandclickthelinkintheRulescolumntoselectthenextrule.ClickImDonetoreturntotheAdminmenu.Rulesareonlyenabledifthereareactionsselectedandsaved.,CreateaChangeEngineRule(cont.),Todisablearule,selecttherulefromtheleft,uncheckallActions,andsave.,4,5,6,AvailableActions,AvailableActions,Arulecanonlyhaveonetrigger,butcanhavemultipleactionsBecausearuleandtriggerarecurrentlyassociatedonetoone,rulesarenamedafterthetrigger,Action1:AutoCompleteOldForms,Availableforallthreerulesanddoesnotapplyto360formsInsertsanewroutemapstepintoeachPMformwheretheemployeewiththedatachangeislistedasthesubjectoftheformOldmanagercanprovidefinalcomments/ratingsandsendtheformtocompletionAllotherroutemapstepswillbeskippedaftertheinsertedstepPermissionscanbeapplied,duringconfiguration,tothisnewroutemapstepasthestepwillalwayshavethestepIDofAutocompletestep,Action2:DisableautosyncinOldForms,AvailableforallthreerulesandapplytobothPMand360formsChangesthegoalautosyncattributefromtruetofalseTheautosyncattributecontrolsthesynchronizationofgoalsbetweenGoalManagementandareviewformUsefuliftheemployeeismovingtoanewpositionwherethegoalswillbedifferent,Action3:KeepFormswithOldManager,AvailablefortheManagerChangeruleandwillapplytobothPMand360formsMakesallfuturemanagerstepsownedbytheoldmanagerAppliestoalluserroles(EH,EMM,EX,etc.)CannotbeusewithAutocompleteoldformsaction,Action4:SendCopyofOldFormtoNewManageronCompletion,OnlyavailablefortheManagerChangeruleandwillapplytobothPMand360formsPlacesacopyofthecompletedforminthenewmanagersCompletedfolderUsefulinconjunctionwiththeKeepformswitholdmanageractionNewmanagerwillbecopieduponformcompletion,BestPractices,BestPractices,ChangesmadetotheemployeedataviatheEmployeeProfilewillnottriggertheEmployeeChangeEngineactionsTheEmployeeChangeEnginecannotbeusedwiththeexistingdocumentstransferoptionsWhenevertheoldtransferoptionsareused,theywillalwaystakeprecedenceovertheChangeEngineactions,Formoreinformation,accessandreviewtheChangeEngined