HR891: SAP SuccessFactors Agent Performance Management

Course announcements

Through discussion, demonstration, and simulations, this course will familiarize you with the features and functions of SAP SuccessFactors Agent Performance Management (APM).
You will learn the basic skills needed to implement, configure, and administer APM, and perform basic processes to manage agent compensation.
You will also learn about the Data Model, Data Integrity & Validation, and voucher processing.

Learning outcomes

This course will prepare you to:

Summarize the benefits and features of APM
Navigate the APM 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 APM
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 Agent Performance Management

Introduction to Agent Performance Management

Configuration and Setup

Configuring Security
Customizing the APM User Interface
Other Configuration Settings
The APM Data Model

Managing Producers, Brokers and Vendors

Producers, Brokers and Vendors
Brokers vs Producers
Producer Credentials

Customers, Policies and Ownership

Managing Customers
Managing Policies
Producer Ownership

Data Integration

The APM Integration Portal
The Data Import Process
Posting a File
Import Formats
File Sweeps
Commission Schedules
Transactions
Running Payouts
Voucher Processing
RunLists
Multithreading
Statements, Reporting, and Extracts

Audience

Application Consultant
System Administrator

Course Based on Software Release

SAP SuccessFactors Agent Performance Management 2411

Notes

When this training is delivered as a 3 to Run training on demand, please note that exercises will be done in simulations built in SAP Enable Now and we will not provide live system accesses.

Course information

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SAP SuccessFactors Agent Performance Management