HR891: SAP Agent Performance Management Administration

Course announcements

Through discussion, demonstration, and simulations, this course will familiarize you with the features and functions of SAP Agent Performance Management. You will learn the basic skills needed to implement, configure, and administer Agent Performance Management, and perform basic processes to manage agent compensation. You will also learn about the data model, data integrity and validation, and voucher processing.

Learning outcomes

This course will prepare you to:

Summarize the benefits and features of SAP Agent Performance Management
Navigate the SAP Agent Performance Management User Interface
Use the data dictionary
Search for various types of data
Create a user and assign them to a security group
Customize user interface elements
Create field validations and dependencies
Manage global features
Configure languages
Use the SQL Workbench
Identify the key tables and fields in SAP Agent Performance Management
Understand the concepts of brokers, producers and vendors
Manage producer records
Create and manage credentials
Create and manage customer and policy data
Use match rules to identify policy ownership
Navigate the Integration Portal
Create an import file to manually import data
Post an import file
Manually resolve import and posting errors
Create an Import Format
Create a File Sweep process
Create a Commission Schedule
Use Global Transaction Defaults
Import and post transactions
Run the Payout process
Create manual adjustments and bonuses
Identify the key components of the voucher functionality.
Differentiate statements, reporting, and extracts

Content

Overview of SAP Agent Performance Management

Introduction to SAP Agent Performance Management

Configuration and Setup

Configuring Security
Managing user authentication with IAS
Customizing the User Interface
Configuring Forms
Using the SQL Workbench

Managing Producers, Brokers and Vendors

Producers, Brokers and Vendors
Managing Producer Credentials

Managing Customers, Policies and Ownership

Managing Customers
Managing Policies
Managing Producer Ownership

Integrating Data

Navigating the Integration Portal
Exploring the Data Import Process
Posting a File
Creating Import Formats
Creating File Sweeps
Managing Commission Schedules
Creating and Posting Transactions
Managing Payouts
Using Pre-Computation and Post-Computation Compliance
Processing Vouchers
Using RunLists
Describing the Purpose of Multithreading
Creating Statements, Reporting, and Extracts

Audience

Application Consultant
System Administrator

Course Based on Software Release

SAP Agent Performance Management 2609

Course information

SAP SUCCESSFACTORS APM 2411

None

None

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SAP Agent Performance Management Administration