SuccessFactors is designed very intuitive and navigation is quick an easy, especially with the new Reimagined Home Page:
Nevertheless, at some point you might want to add custom quick-links and short-cuts to navigate within SF or jump externally or change labels to make daily use of SuccessFactors even more easy for your users.
This blog showcases and gives ideas how to customize your Latest Home Page.
1. Enable the Reimagined Home Page
You need to perform the Upgrade New Experience for the Home Page in Upgrade Center for your SuccessFactors.
Path: Action Search >> Upgrade Center >> All Modules >> search for "experience"
There are additional upgrades you can run, like Learning or Onboarding Data on the Latest Home Page, to enable module specific content on the Latest Home Page.
Once Upgrade is run, you need to grant the following two permissions in Manage Permission Roles:
to End User: Access the Latest Home Page (General User Permissions >> Access the Latest Home Page)
to Admins: Manage the Latest Home Page (Manage System Properties >> Manage the Latest Home Page)
The Latest Home Page will be enabled right away and prefilled with content and Quick Actions based on enabled modules in your SuccessFactors and dependent on user permissions.
Good to know: The headlines, like “Quick Actions”, “Surveys”, “Organizational Updates”, etc. as well as the banner-text (“Good morning!”) can be customized or even made invisible via Manage Languages Tool (Actions Search >> Manage Languages).
From now on you can customize the Banner Image in Theme Manager. Under Theme Manager >> Fine Tune >> Home Page (Latest) >> Desktop banner image you can now choose to either use the Banner defined under Manage Home Page >> Banner Image or you can upload a Banner specific for the Theme and hereby override the Banner in the Home Page settings. This will give you more flexibility
2. Add custom “Favorites”
The “Favorites” section is prepopulated with useful shortcuts. Further admins can configure custom links and control the visibility using Target Groups.
Use Case: An Admin wants to create SAP Blog as well as Customer Community Link for company Key Users to optain latest information easily.
Path:Action Search >> Manage Home Page >> Favorites >> + or edit pen
Target Groups can be selected, edited or created on the fly.
Once created, those custom links will appear to Target Group Users in the “Available” Section and can be selected individually.
Good to know:
Standard available Favorites for the users are dependent on their Permissions and can be controlled likewise
The selected favorite links are personalized by end users only and cannot be defaulted for all users
3. Add Custom Cards to appear on the Home Page
Provide your users with short cuts to internal menus or external resources directly on the home page using Custom Cards.
Use Case: An Admin wants to provide a direct short cut to new applications from the Home Page for Managers
Path:Action Search >> Manage Home Page >> Organizational Update >> Add Card or edit pen
Custom Cards for the New Home Page work same as Custom Tiles for legacy Home Page.
To create e.g. a Custom Card redirecting to a SF internal menu, you would need to select “Target” = URL and insert the corresponding URL of the SF internal menu (e.g. Recruiting Job Req Overview).
Further you can create Custom Cards based on Business Rules.