Do you use SAP SuccessFactors to manage your onboarding and other HR processes? With this integration, you can send new hires to SAP SuccessFactors from your Tellent Recruitee account with only a few clicks.
If the SAP SuccessFactors integration isn’t enabled in your account yet, please follow the instructions under Setting up the integration first.
Send new hires to SAP SuccessFactors
Go to the hired candidate's profile. Open the dropdown menu ("..." icon) and choose Send to SAP SuccessFactors
2. Select the phone number and email. Check the first name and last name information before sending.
⚠️ Important: Due to the complexity of the integration, we added "Optional fields" in the first iteration and there will further development consideration based on customer feedback.
3. You can send additional information by clicking "Optional fields"
4. The candidate's profile will now have a SAP SuccessFactors badge so you and your team members can see whether a profile has already been sent to SAP SuccessFactors.
5. In SAP SuccessFactors, you can find the candidate by searching for their name in the main search bar.
Setting up the integration
In SAP SuccessFactors:
Prerequisites
⚠️ Important: Please make sure to reserve 30-60 minutes of deep focus work to complete the setup in a complete manner
Please carefully read the following to make sure you are able to complete the setup:
You are an Admin of your SAP SuccessFactors instance. If you are not an admin, you will not 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.
The OData v2 API is available and enabled on your SuccessFactors instance (it is by default, so this is usually not something to worry about).
Overview
Fundamentally, there are 3 main steps you have to complete to set up the integration:
1. You have to create a new user and a permission group for that user,
2. You have to create a new permission role and then assign that to the newly-created permission group,
3. You have to generate the API credentials for that permission role.
The rest of this document is a step-by-step walkthrough of everything you need to know and do to set up the integration.
Find your API domain
Your API domain will depend on which region you are based in. To find it, you have to:
Open the SuccessFactors API URLs list.
Filter for production environments (unless you're trying to connect a preview instance).
Once the filter is applied, find your location and select the API domain. If you are, for example, based in Germany, your production URL would be https://api012.successfactors.eu/
💡 Tip: The resulting “API Server” URL will often look similar to the SuccessFactors domain you log in on (the API for pmsalesdemo8.successfactors.com is located at apisalesdemo8.successfactors.com)
📌 Note: Please note that this is a workaround, as there is no direct way to get the API domain via the SuccessFactors UI on your own. SAP shares in their help center that you should reach out to your SAP consultant to get the proper API domain.
Your API endpoint will depend on where your SAP SuccessFactors instance is located. It can be in one of several data centers. Please contact your SAP SuccessFactors representative if you are unsure of which data center to use. You'll find the endpoints in the Related Information section.
Find your Company ID
Click on the profile picture in the top right and then on "Show version information":
Copy the value right next to Company ID:
Create a new user
In the search bar, search for: "Import Employee Data" and click on it.
Click on "Import data" and then select "Download Template":
Click on the field next to "Select an entity" and then on "Basic Import":
Click on the "Generate Template" button.
You will receive a .csv file to download. It contains two rows.
Add an additional row and fill out at least these fields
- Status: active
- User ID: SFAPI_INTEGRATION (for example, any value possible)
- Username: SFAPI_INTEGRATION (for example, any value possible)
- First name: API (for example, any value possible)
- Last name: Integration (for example, any value possible)
- Email: integration+user@example.com (any value possible - doesn't have to be a valid email)
- Manager: NO_MANAGER
- HR: NO_HR
- Default locale: en_US
Your CSV should now look something like this example CSV.
⚠️ Important: Make sure to generate your own .csv template and don't download the example CSV, as your SuccessFactors instance will be configured differently.
Now click on "Download Template" and then on "Import Data" to switch back.
Click on the field next to "Select an entity" and then on "Basic Import".
Click on the "Browse" and select your .csv file to upload.
Click on the "Validate Import File Data" button.
If you see the "Validation Successful" dialog, click on the "Import" button.
You should now see this success dialog.
Please keep the .csv file open in the background, as you will need to reference it later.
You can ensure the creation succeeded by searching for the employee name (first name and last name) or username and seeing it under the "People" section.
📌 Note: It can sometimes take a few minutes for the user to show up in the search.
9. Once the user shows up in the search, you can move on to creating the permissions group.
Create a permissions group
Search for "Manage Permission Groups" and click on it.
On the new page, click the "Create New" button.
Give the group a "name" (no specific name is required) and click on "Pick a category".
Select the category option "Username".Search for your user you created in previous steps by entering its username and ticking the box next to it.
Click "Done".
You should now see your user in the people pool.
Click "Done".
In Tellent Recruitee:
To enable this integration, follow the steps below. Your role in Tellent Recruitee must have the Manage integrations permission.
1. Go to Marketplace > Categories > HRIS and select SAP SuccessFactors to Integrate.
2. Read the information and confirm by clicking Accept and integrate.
3. Read the information about the required data for the integration setup and confirm by clicking Continue.
4. Enter the API domain retrieved in this step and click Continue.
5. Enter the company ID retrieved in this step and click Continue.
6. Enter the user ID created in this step and have this screen open to add relevant permissions in SAP SuccessFactors. Return to SAP SuccessFactors.
In SAP SuccessFactors:
Create a permission role
Search for "Manage Permission Roles" and click on it.
Click on Create
Enter a name for the permission role and click Next
Assign the correct permissions to the permission group. To do this, go through the following steps:
1. Review and select the necessary permissions from the connector screen from this step (step 6).
2. Make sure that all the permissions are selected in SAP SuccessFactors.
💡 Tip: It is helpful to use the search option and find the high-level permission option (e.g., "Manage User" which contains "User Account OData Entity") to retrieve all the sub-permissions.
3. Example permission selected in SAP SuccessFactors:
4. When all the permissions are selected, click Next on the "Add permissions" screen.
5. Review all permissions on the "Preview" screen and click Save
6. Dialog will appear "You have created a permission role. Do you want to continue to assign this role?" Click Yes.
7. On the "Basic information" screen, add a Name for the role assignment and leave Status as Active. Click Next.
8. On the "Grant access to" screen, select "From groups" and select a group created in this step.
9. Review the information on the "Preview" screen and click Save
Generate new OAuth2 client credentials
Search for "Manage OAuth2 Client Applications" and click on it.
In the new window, click on "Register Client Application"
In the new window, enter a name and a valid URL (this can be any URL, you can enter any value you want - it should start with 'https://') for the application, then click the "Bind to Users" checkbox and click "OK"
Enter the USERID of the user that you created earlier
Do not click "Generate X.509 Certificate" but instead, go back to the Tellent Recruitee connection screen
Click Continue on the screen with permissions and user_id. Copy the certificate from the connection's next screen:
Paste the certificate and click "Register."
Now, click on "View" in the row at the very top.
Get the API key
Now paste the API key and the name of the API user into the connection flow.
Click on "Set up integration"
Tellent Recruitee and SAP SuccessFactors are now integrated.
Under Settings, you can select who can view and send profiles to SAP SuccessFactors, and remove the integration.
What personal data does Recruitee send to SAP SuccessFactors?
Tellent Recruitee sends the candidate’s first name, last name, email address, phone number SAP SuccessFactors.
There are additional fields that are sent when the "Optional fields" options are added in the dialog.
📌 Recruitee does not save any personal data from SAP SuccessFactors