How to Develop an End-to-End Custom Application from Scratch Using SuccessFactors Metadata Framework and the Advanced Reporting Tool

  • by Atul Bakliwal, Service Delivery Leader for SuccessFactors/SAP HR, IBM India
  • Riishi Riitambhar, Technical/Functional Consultant
  • June 22, 2016
Learn how to exploit the Metadata Framework functionality and enhance the out-of-the-box solution by creating custom objects to manage employee records. See how to maximize the reporting capabilities of the Online Report Designer (ORD) tool by using these new objects. These objects can then be used to create, update, and delete warnings for the employee, and then you can attach workflows to these generic objects.
Learning Objectives

Reading this article, you will learn how to:

  • Create generic objects to store employee information in the back end with Employee Central’s Metadata Framework
  • Create user interface (UI) objects to capture the data
  • Link generic objects to UI objects to integrate the front-end screen and back-end data
  • Define role-based permissions to control the access of the generic object
  • Use SuccessFactors Advanced Reporting tool to create reports for custom objects
Key Concept
Operational Data Store (ODS) is one of the key data sources for Employee Central data. All SuccessFactors Employee Central Advanced Reporting customers have live data replication between SuccessFactors Business Execution (BizX) and the Advanced Reporting tool. In SuccessFactors, the replication between the two is continuously running and the data is replicated automatically in a matter of minutes. However, when the traffic is high it could take up to a few hours at times for the replication to complete because of the job wait time.

The Metadata Framework functionality gives SuccessFactors users the capacity to build end-to-end applications to meet business-specific requirements not available in an out-of-the-box system. This includes the ability to create their own rules, validations, and business logic to both standard and custom objects. The functionality is primarily available in Employee Central, but is also partially available in the Succession and Compensation modules as of now.

This is part two to our previous HR Expert article, “Enhance Return on Investment by Customizing SuccessFactors Employee Central Using the Metadata Framework.” Here we provide further insight into the flexibility of the Metadata Framework. We also take a deeper look at the Advanced Reporting tool’s capabilities using the objects created via the Metadata Framework. In this article, we use an example of creating this custom functionality in SuccessFactors and displaying it in the users’ portals.

Scenario: Create Custom Functionality from Scratch in SuccessFactors and Display It in the Portal

In this scenario, the HR department is looking to develop an end-to-end warning process for the organization that captures and tracks the warnings issued to employees as part of its HR records. You also need to include a workflow mechanism before a warning letter is issued to the employee.

Atul Bakliwal

Atul Bakliwal is a seasoned, pragmatic SAP ERP HCM/SuccessFactors leader with over 20 years of deep expertise in solutioning, planning, managing, and delivering multi-faceted global implementations. He currently works for IBM India as a Service Delivery Leader for SuccessFactors/SAP ERP HCM, managing multiple implementations and AMS projects of various sizes and complexities in the SuccessFactor/SAP HR space.

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Riishi Riitambhar

Riishi Riitambhar is technical/functional consultant with over 12 years of experience in the area of HCM applications built on SAP ERP HCM and SAP SuccessFactors. His special areas of focus include SAP positive Time Management and Payroll integration. Riishi's SuccessFactors Employee Central experience includes extensive implementation experience of Metadata Framework, workflows, and business rules.

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