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SAP SuccessFactors: How do I set up assessment test packages?

  • Updated

Workday doesn't allow automating the creation of assessment test packages, which is why they have to be created manually.

Prerequisites

  • You are an Admin of your SAP SuccessFactors instance. If you are not an admin, you won't even be able to search for and access the configuration pages that are described later on.
    • Alternatively: Please contact your SuccessFactors Admin and have them take over the integration setup process.
  • You need to have access to the SAP Provisioning environment. Usually, this access is only granted to your SAP implementation consultant.

Overview

Estimated, overall setup time: 30 minutes.

Fundamentally, there are 3 main steps you have to complete to set up the integration:

  1. Enable the assessment functionality for your SAP instance
  2. Create a new assessment vendor
  3. Create the assessment packages

Enable the assessment integration

The following steps can only be done in the SAP Provisioning environment. This is an environment that only your SAP implementation consultant has access to.

  1. Log into SAP Provisioning
  2. Select the company you want to edit the settings for
  3. Go to Company Settings
  4. Search for EnableAssessmentIntegration (requires candidate Workbench) and make sure the checkbox is ticked
  5. Click the Save button at the top of the Recruiting section
  6. Enter your company ID and confirm the changes

Add a new assessment vendor

  1. Log into SAP SuccessFactors
  2. Search for Manage Assessment Vendors and click on the task
  3. Choose the Export radio button and click Submit
  4. Open the downloaded file
  5. You should see a list similar to the example below:

    Example Assessment Vendor List

  6. Scroll to the very bottom of this list
  7. Add a new entry that consists only of Uppercase letters and Underscores

    E.g. to add an assessment vendor called Example Assessment, use EXAMPLE_ASSESSMENT

    It's very important that you put the letter Y (Yes) into the "active" column. Otherwise this assessment vendor will not be accessible at later stages of the process. 
  8. Save the file and upload it by clicking Import and then Submit
  9. You should now see this message

Add assessment packages

The following steps can only be done in the SAP Provisioning environment. This is an environment that only your SAP implementation consultant has access to.

  1. Log into SAP Provisioning
  2. Select the company you want to edit the settings for
  3. Scroll down to the Manage Recruiting section
    Click on Import/Export Assessment Vendor Packages 
  4. Select Export and click Submit
  5. Open the file
  6. The sheet should be empty and have the same columns as this example sheet
  7. Fill out the columns of the sheet as follows:
    • vendorId: the id of the vendor you created in an earlier step
    • packageCode: this is the ID for this test package in your system. It's the same as theidyou use with the "set packages" endpoint
    • reportPackageCode: you can just fill this with vendorId 1 / vendorId 2
    • comparisonGroupId: leave this empty
    • shortName: the name of the assessment
    • en_US: the name of the assessment as it should be displayed to the user
    • en_DEBUG/de_DE/es_ES: these can be left empty. Fill them out if you want the assessment names to be translated into different languages

      You can find a filled-out example of this here
  8. Save the file and upload it by clicking Import and then Submitmceclip11.png
  9. You should now see this confirmation screen

 

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