Step-by-Step Guide to Setting Up Joule with SAP SuccessFactors

[Chetann_Nagpal]

SAP is at the forefront of AI innovations, with Joule - SAP's AI assistant - revolutionizing the management of HR tasks within SuccessFactors. Joule provides intelligent support for HR processes, facilitating quick answers, task automation, and streamlined decision-making.

This blog presents a practical guide on deploying Joule in SAP SuccessFactors. The instructions are clear and accessible for both functional and technical teams.

Before You Begin Ensure that you have:

• An active SAP SuccessFactors License that includes access to SAP Joule.
• A global account in SAP Business Technology Platform (BTP).
• Successfully integrated SuccessFactors with SAP Cloud Identity Services for secure user logins.

Step 1: Establish Trust Between SAP BTP and Identity Authentication This setup allows Joule to authenticate users through Identity Authentication.

• Log in to the SAP BTP Cockpit.
• Go to Security → Trust Configuration.
• Establish Trust by adding your IAS tenant as a trusted identity provider.

Step 2: Configure User Attributes in IAS Joule requires basic user details like first name, last name, and email for personalization.

• Navigate to the IAS Administration Console.
• Select User Management → User Attributes.
• Define and map attributes such as email, firstName, and lastName.

Step 3: Launch Joule Booster in SAP BTP Use SAP's automated booster to simplify Joule configuration.

• Access the SAP BTP Cockpit with global admin privileges.
• Click on Boosters.
• Locate and start the "Setting up Joule" booster.
• Follow the steps to choose the subaccount and review entitlements.

Step 4: Add Trusted Domains in IAS for SuccessFactors Enable secure communication between SuccessFactors and Joule.

• In the IAS Admin Console, go to Applications & Resources → Applications.
• Select the SAP SuccessFactors application.
• In the Trust tab, add the domain utilized by your SuccessFactors system.

Step 5: Assign Joule Access via Permission Roles in SuccessFactors Grant relevant permissions to users for Joule access.

• Log in to SuccessFactors and navigate to Admin Center.
• Manage Permission Roles.
• Choose roles requiring Joule access.
• Activate Joule Access checkbox under User Permissions.

Step 6: Test and Confirm Integration Ensure Joule functions correctly post-setup.

Test Procedures:

• Log in to SAP SuccessFactors with appropriate permissions.
• Locate the Joule icon or chat assistant.
• Engage with Joule by inputting queries to validate responses.

In Conclusion By adhering to these steps, you can seamlessly integrate Joule into SAP SuccessFactors, enhancing HR workflows with AI capabilities. This integration amplifies user engagement and efficiency through intelligent insights and automation, whether for full deployment or a pilot group.

Review the official SAP docs here.

Joule 

[kavya11]

Hi Chetann_Nagpal ,

Please note that according to our Rules of Engagement: "If you want to publish content that was helped/created by GenAI, you must add the user tag  GenAI Assisted Content." The GenAI user tag has been added as we detected AI-generated content in your post. Thank you for your contribution in the SAP Community!

Best regards,

 Kavya