SAP SuccessFactors Assessment

Permissions Required for Vendor Assessment in SAP SuccessFactors

Please add the integration user to the SAP SF API login exceptions list

Add a Vendor for Assessment

Go to Manage Assessment Vendors, Click “Export” to download the CSV file. Add your vendor with a unique clientId and mark it as active by entering Y in the active column.

Please select a updated file to import the Assessment Vendor List into SAP SuccessFactors.

Upload the assessment vendor packages

You can upload Assessment Vendor Packages from Provisioning > Managing Recruiting > Import/Export Assessment Vendor Packages. Prepare a CSV file with the required columns and values, as illustrated in the image.

• vendorId: Identifies the assessment vendor (vendorId has to be the same as clientId)
• packageCode: Identifies an assessment package to use for the order.
• shortName: Shortened name of the package for use on the candidate summary page.
• Label: Language in which the assessment is displayed

Choose file to import the Assessment Vendor List in SAP SF.

Create a subscriber

Go to the Event Notification Subscription page. Under the Subscriber tab, add a subscriber using your Subscriber Id and Client Id. Note that your clientId should match the one uploaded with your vendor’s name in the previous step.

Set up an external event to get notification

Navigate to the External Event tab and click the + Add New button to create a new external event.

Select the values for the specified field:

• Event Type: Select rcm_assessment_alert_v2
• Subscriber: Select the subscriber you created in the previous step.
• Protocol: Select SOAP_OVER_HTTP_HTTPS
• Endpoint URL: Enter the endpoint URL provided by StackOne, which will be used to receive assessment order requests.
• Authentication: Select NO

The Endpoint URL must contain the query parameter externalTriggerToken, which you will receive from the StackOne Connection Hub. This token verifies requests from SAP SF for the specific vendor.

To save the configuration for the External Event, click the Save button.

Go to Manage Templates

Navigate to Admin Center and search for Manage Templates

Navigate to the Recruiting Management tab, select Job Requisition, and choose the template that is in use for the specific job requisition, such as Standard Job Requisition.

How to Locate the Job Requisition Template Name

Add assessment field in template

Please add the following field that will be visible within the Job Requisition and allow you to select an assessment.

• assessment: This field enables the recruiter to select a specific assessment to associate with the job requisition.

You can specify the standard field `assessment` using the Job Requisition XML as well.

Go to Manage Templates

To add or update feature permissions, navigate to the specific Job Requisition Template > Application Status Configuration, select Feature Permissions Defined, and then click on Add Feature Permission from the modal.

• Feature Permission Description: [Operators with below roles can see Assessment detail report for the applicant when the application is in Phone Screen Status]
• Feature Permission Type: Select assessmentIntegration
• Feature Permission Role Name: Select All
• Feature Permission Status: Select the talent pipeline stage from dropdown on which you want to initiate the assessment.

You can add multiple feature permissions for assessmentIntegration for the specific talent pipeline stage.

You can specify the feature permissions for `assessmentIntegration` using the Job Requisition XML as well.

After adding the feature permissions, click on Publish to save your changes.

When an assessment is configured in Default or New Applicant, the assessment is triggered when the candidate applies for the job. Immediately after applying and passing the prescreening questions, the candidate will be redirected to an assessment vendor site. After completing the assessment, the candidate will be redirected back to the career site.

Go to Job Requisition

Navigate to specific Job Requisition, hover over the specific requisition title to open the Actions menu and then select View or Edit Requisition.

Click on the link labeled as Add More Assessments to add an assessment association row where you can select below details

• Status: Select Stage where you have setup the assessment integration feature, as described in the prior step.
• Vendor: Select your vendor.
• Assessment: Select the assessment package that the recruiter wants to send to the candidate.
• Email Template: Select the email template that will be sent to the candidate once the assessment is triggered.

If the fields are not visible after you have added the fields and set the permissions in the previous steps

Send assessment to the candidate

Navigate to the specific Job Requisition and click on Candidates. Select the candidate, then choose the Move Candidate option from the Take Action menu.

Choose Assessment or particular stage on that you want to trigger the assessment from the dropdown menu, then click Apply Updates to move the candidate forward.

Assessment will be automatically triggered when a candidate moves successfully. You will see an ‘Initiated’ message in the Assessment portlet for that candidate’s application.

If you see an ‘Initiation Failed’ message, you can re-trigger the assessment from the Take Action menu

To access the assessment you requested

The assessment request will be displayed in the candidate’s application within the Assessment portlet

To access the result of an assessment

Navigate to the stage where the assessment was triggered. The results will be available in the Assessment portlet within the candidate’s application.