Employee Central - Employee Delta Export Microsoft Excel Add- In

[Vidushi]

It’s often a challenge to view the latest changes done in the employee Records. Employee central "Employee delta Export Tool Microsoft excel Add in" can be used to show before & after snapshot of edited data in the excel sheet.This tool is very powerful, handy & easy to implement that can be used to capture the new Hires, Data changes, Rehires & Deleted data.

To enable Employee delta export tool for Microsoft excel following steps need to be performed—

1. Role based Permissions

Following permissions are required to retrieve the data from backend. Admin user should be created & should have the below permissions

• Manage System Properties --> Pick list Management and Pick lists Mappings Set Up


• General User Permission -->SFAPI User Login


• Employee Central API -->Employee Central Foundation SOAP API, Employee Central HRIS SOAP API


• Employee Central Foundation OData API


• Employee Central HRIS OData API


• Manage Integration Tools


• Admin access to OData API


• Manage Employee Delta Exporting Templates

2  Install the Add-in

Once the Permissions are added to the role go to Action search --> Employee delta Export.

Install the Excel Add-in on your computer.

 



 

Once the Excel Add In in installed the Multi-sheet report will look like as follows—



Enter the Report Start date , Time & Legal Entity etc. as a filter.

3. Define the URL

Go To Systems Sheet & define the URL as follows, Also enter the company Id & User Name.



4. Run Report – Once the URL is set up Report is ready to run. Go to SuccessFactors -->Get Data



 

Following screen will appear. Enter the password



Report will get executed & pull the records as per the selection criteria & populate data in the template.

 Example – Address

[former_member58037]

Thanks for sharing ?

 

[Vidushi]

?

 

[Kathy_Scott]

Vidushi, can you provide more details on setting up the URL? I have this pointed to the URL for my company's production instance of SuccessFactors and have triple checked permissions and have not been successful in logging in.

[Vidushi]

Hi Kathy,

Sorry for late reply. Are you getting any error? if so please share the screen shot.

 

Thanks & Regards

 

Vidushi

 

 

[former_member111380]

Note: you *MUST* also set the filters for Period Start Date and Period End Date too on the Selection tab, otherwise you will not get the effective dated records for Pay Comp Recurring.

Period Start Date	1/09/2019
Period End Date	31/12/2021

[former_member111380]

unhide rows 1 and 2, and if you want to see the persons first name and last name even if they are starting in the future:  (otherwise the name will be blank)   I am not sure why SAP didn’t do this by default.

change all sheets that have the first_name and last_name like this, otherwise you will not see who it is that is starting or terminating in the future effective date:

personal_information[start_date <= ‘%Now%’ && (end_date >= ‘%Now%’ || not(end_date))]/first_name

to

personal_information[(end_date >= ‘%Now%’ || not(end_date))]/first_name


all you do is take out the start date filter portion.

[ShahiNiket]

Hi Vidushi,

Thanks for sharing, i just analyzed that this only work for the USER who has Login Method as PWD, for SSO it doesn't works, can you please tell where i am missing or if any additional permissions needs to be granted?

 

Thanks!!

[Vidushi]

HI Shahi,

Sorry for delay,it works with LoginMethod as SSO. You should have an API User cretaed with password to extract data from Employee Central.

 

Thanks

 

Vidushi

[leecharlson]

Hi Vidushi,

I hope you are still monitoring this blog. Can you advise on what the problem might be when it says that the backend server did not respond in time? Clicking yes in the error below shows a log in screen with api keys and not the credentials dialog that is on the blog. Thanks in advance.

 

Sincerely,

Charlson

 

[Kelly_Sherwood]

Hi

We are currently using the Delta report for payroll processing but I have noticed that when you use the period start and end dates, it still pulls in the future dated hires outside of this period.  Although it only show the DOB and NI and email as these are non dated sections.  This issue is when the new hire falls in the period start and end date, it does not then show the new hire on the New Tab, as the report sees that it was already reported on in the last delta report.  This is causing issues with payroll.  The Delta manual explains how it should work but the actual report is working differently.  I have contacted SAP and they said this is how it works and there is nothing they can do.

Please can I ask has anyone experienced the same issue and have they found a workaround?

Kind regards

Kelly