SAP SuccessFactors configuration documentation that matches your live system
SuccessFactors configuration documentation
Most SuccessFactors systems are documented once, at go-live, and then drift. A few releases later the design documents describe a system that no longer exists, and every change starts with someone working out how the configuration really behaves. EC Experts rebuilds configuration documentation from the live system and keeps it current as part of managed services.
Why documentation drifts
Urgent fixes are made in production and never written back to the workbook.
Each SAP release adds or changes features, and nobody records which ones you switched on.
Providers change, and the knowledge leaves with the people.
What we document
Foundation objects, generic objects and the business rules that drive them.
Workflows and approval chains, with who approves what.
Role-based permissions: roles, groups and target populations.
Integrations: what moves between SuccessFactors and payroll, finance and identity systems, and on what schedule.
Picklists, fields and the reports HR relies on.
How it stays current
Under our managed services, configuration changes go through a ticket with a reason and an approver, and the documentation is updated as part of closing it.
Before each semi-annual release, we record which new features you adopt and what they change in your configuration.
When you take over from another provider
If the documentation you inherit is missing or out of date, we rebuild it from the live system and share it with you before we change anything.
Frequently asked questions
Can you document a SuccessFactors system someone else implemented?
Yes. We rebuild the configuration documentation from the live system, review it with your HR and IT teams, and hand it over in a form both can read.
Do we own the documentation?
Yes. It is the record of your system, and it stays with you if you change providers.
How is it kept up to date?
Under our managed services, the documentation is updated when each configuration ticket closes, and each SAP release is reviewed for what it changes in your setup.
Find out how far your documentation has drifted
Our services
- HCM Advisory SAP SuccessFactors strategy, readiness assessments and workforce technology roadmaps for Canadian enterprises and federal programs.
- Implementation End-to-end SAP SuccessFactors implementation: Employee Central, EC Payroll, Talent, with the same senior team from design to go-live.
- Support & Managed Services Managed services for SAP SuccessFactors that the CHRO and the CIO can both check: each release tested against your configuration, every change on record, and a takeover from another provider when you need one.
- SmartRecruiters for SAP SuccessFactors Design, implementation, integration and adoption of SmartRecruiters for SAP SuccessFactors customers, with responsible AI governance.
- Insights Practitioner perspectives on SAP SuccessFactors, Employee Central, change management and HR technology strategy.