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.

Overview

Estimated, overall setup time: 20 minutes.

Fundamentally, there are 2 main steps you have to complete to set up the integration:

1. Configure the job requisition template
2. Configure the assessment stages for a given job requisition

Configure the job requisition template

1. Search for Reassign Job Requisitions
2. Go to Recruiting Management and click Job Requisition
3. Click on the job requisition template that belongs to your jobIf you don't know which template your job requisition is based on, follow the steps here for an easy way to find out
4. Click on Field Definitions
   1. Search for assessment and make sure there's a field with
      Field-ID: assessment
      Field Type: derived
      Otherwise, create one
   2. Search for hardStopStatus and make sure there's a field with
      Field-ID: hardStopStatus
      Field Type: picklist
      Picklist ID: jobReqStatus
      Otherwise, create one
5. Go back and click on the Field Permissions
   
   1. Click on Add field permission
   2. Select the following properties
      Description: assessment
      Permission Type: Write Permission
      Permission Role Name: All
      Reference ID: assessment
      Permission Status: pre-approved
      
      and click Done
      
6. Feature Permissions
   1. Go to General Settings > Application Status Configuration
   2. Click on the Feature Permissions
   3. Click on Add feature permission
   4. Enter Show assessment info on candidate in the Description
      Select All on the Permission Role Name
   5. Select assessmentIntegration as the Feature Permission Type
      
   6. Select the stage of the recruiting process in which this should be shown (e.g. the assessments)
      This setting will control in which stage the assessment section can be seen on a candidate.
      
      You can create this for as many stages as you wish
7. Click Publish

Configure the assessment stages

1. Search for View Job Requisitions
2. Go to the job you want to configure
   Please make sure the job requisition belongs to the job template you configured earlier. Read here how to view the template of a job requisition
   
3. Scroll to the very bottom to the assessment association section and click Add more assessments
4. Configure the assessment tests for different stages, then click Save Changes

Find out which template is used for a job requisition

1. Search for Reassign Job Requisitions
2. Type in the ID of the Job Requisition and click on the suggestion
   Then click Search
3. The template name will be shown here