About This Integration
This integration automates the user account management processes in Empuls based on the employee data available in SuccessFactors. With this integration:
Add new employees to Empuls automatically once their SuccessFactors profile is created.
Edit existing employee data in Empuls simply by updating their SuccessFactors profile.
Remove exited employees from Empuls based on their exit date in SuccessFactors.
Rest assured, once this integration is enabled, the data will be synchronised between Empuls and your SuccessFactors account every 24 hours, ensuring you always have the most up-to-date information.
Prerequisites for this integration
Please get in touch with your SAP account manager and request them to share the below client details for your SuccessFactors account:
'uri' : Unique Identifier
'username': User name
'password': Password
Also, the below key map needs to be configured for the credentials shared above.
SuccessFactors Key Map = { Email: 'email', First Name: 'first_name', Last Name: 'last_name', City: 'city', Department: 'department', Designation: 'designation', Country: 'country', Joining Date: 'joining_date', Employee ID: 'emp_id', Date of Birth: 'dob', Manager Email: 'manager_email', Grade Name: 'grade_name', HR Email: 'hr_email', Employee Status: 'employee_status' }
Once the API is configured by the dedicated SuccessFactors team, you can confidently proceed with the integration by following the steps below.
How to set up this integration?
Step 1: Log in to your Empuls account
Step 2: Click on "Settings" from the left-hand menu
Step 3: Navigate to the "Other Settings" section and click "Integrations."
Step 4: Navigate to the HRMS Applications section and click on the SuccessFactors app
Step 5: Click the "Add SuccessFactors" button to start the integration
Step 6: Enter your SuccessFactors credential, including SuccessFactors URL, username, and password. Click the "Test Connection & Proceed" button to verify the connection with your SuccessFactors account.
Step 7: This step allows you to select the data you wish to upload to your Empuls account.
Select the data fields to be imported to Empuls. All the fields are selected by default. You may uncheck the boxes to unselect specific fields. For example, Uncheck the Work Contact Number fields if you do not wish to share this information with Empuls. A few fields, like the First Name, Email ID, and Status, are mandatory and thus cannot be unchecked.
Map the data fields on your SuccessFactors account to the correct fields on Empuls to configure the platform per your needs.
Select the date format for the Date of Joining & Date of Birth fields to ensure that dates are updated correctly on Empuls.
Step 8: Download data to validate
Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.
Step 9: In this step, you can choose between two data sync options:
Run Date Sync Once Now: Select this option to launch your Empuls immediately. This will create accounts for all employees and send invites.
Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.
Click on Save & Finish to complete your integration setup.