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This blog is part of the series Understanding Joule in 8 Baby Steps Please check the previous blogs, before proceeding.
In this blog, we will dive deep into Joule's integration with SAP SuccessFactors.
Let’s first quickly recap what we learnt so far:
- Joule is an advanced, generative AI copilot.
- It is embedded into various SAP applications, for example SAP S/4HANA, SAP SuccessFactors etc.
- Users ask their queries in the natively integrated Joule client embedded in SAP cloud solutions, such as S/4HANA, SuccessFactors etc.
- Joule analyses the prompt, provides a much richer query to the LLM, and finally returns a secure, accurate, and appropriate response back to the user.
- Technically, Joule is a service running on SAP BTP in a Cloud Foundry environment.
- Users can access Joule through a diamond icon in the top right-hand corner of the SAP user interface, regardless of the specific system.
- Joule uses SAP Cloud Identity Services for authentication and authorization.
- Joule supports 4 interaction patterns - Informational, Navigational, Transactional, Analytical
Below image summarizes Joule's integration with SuccessFactors.
Joule in SuccessFactors
By integrating Joule with SAP SuccessFactors, organizations can leverage it’s capabilities for various HR tasks. For example, Joule can help customers get AI-driven insights, automate HR tasks, and provide instant access to key information.
Here are some of the questions you can ask Joule in SuccessFactors.
🔹How many vacation days do I have left?
🔹Show my performance goals for this quarter.
🔹What are the learning courses recommended for my role?
🔹Show me top-rated employees in my team.
How to Integrate Joule with SuccessFactors?
The SAP Discovery Centre mission Activate Joule for SAP SuccessFactors outlines all the steps required to set up Joule with SAP SuccessFactors.
Let’s have a quick look on these steps.
1. Check Prerequisites
SAP BTP Account with Joule
Verify Joule entitlements in your SAP BTP Global Account. If the Joule entitlement is missing, contact your SAP Account Executive.
SAP Build Work Zone, Standard Edition
Joule uses navigation service component of SAP Build Work Zone, standard edition to resolve intent based navigation targets and configure additional content providers.
Once customers sign up for Joule, they will be provided the Foundation Plan of SAP Build Work Zone, Standard Edition. Validate that the following 2 plans are available in SAP BTP global account.
SAP SuccessFactors License
Ensure you have a valid SAP SuccessFactors license and understand the Data Centers supported by Joule.
SAP Cloud Identity Services
Joule uses SAP Cloud Identity Authentication and Identity Provisioning services to handle the provisioning of identities and their authorizations to SuccessFactors, SAP Build Work Zone, standard edition and Joule.
To set up a Joule instance that works across different SAP systems, they must be integrated with the same SAP Cloud Identity Service tenant.
Assign the required roles
To activate Joule with SuccessFactors, you need below roles.
- SAP BTP Global Account Administrator and a BTP Subaccount Administrator
- SAP SuccessFactors Administrator
- SAP Cloud Identity Services Administrator
2. Register SuccessFactors in SAP BTP
Register your SAP SuccessFactors System in SAP BTP Global Account using SAP BTP System Landscape – formations.
3. Configure Subaccount in SAP BTP
To activate Joule, you need to configure a subaccount, enable cloud foundry and do few additional configurations. Establish the trust between IAS tenant that is configured for SuccessFactors with SAP BTP subaccount.
4. Run Booster
In SAP BTP, a "Booster" is a wizard-based, interactive setup guide. You need to run the booster “Setting up Joule”.
5. Post Booster Configurations
Finally, you need to do some configurations after booster is successfully executed.
Now you can open SuccessFactors and access Joule by clicking on diamond icon on top right corner.
This is in nutshell - Joule in SuccessFactors!
What's Next?
Blog #6 - Document Grounding in Joule [Will be published soon]
Meanwhile, you may read the blog Joule, SAP’s Generative AI Copilot
