Aggregating Additional SuccessFactors SaaS Attributes

Configure additional account schema attributes for the SuccessFactors SaaS connector.

Aggregating Additional Schema Attributes Using SFAPI

This connector supports the aggregation of additional schema attributes.

In the SuccessFactors managed system, on the Additional Attribute Mapping panel, in the Schema Attribute field, enter the name of the additional attribute. In the Navigation Path (SFAPI Path) field, enter the navigation path of the attribute as defined in SFAPI (SuccessFactors Data API). For example:

/person/employment_information/job_information/pay

To aggregate the value of the additional schema attributes for an account:

1. Add the entry key of the schema attribute and its respective path. For the navigation path, perform the following steps:

   • On the SuccessFactors managed system, go to Admin Centre > SFAPI Data Dictionary.
   • Search for CompoundEmployee in the list.
   • Expand the CompoundEmployee entity that displays the attribute fields with their respective information.
   • Search for the attribute you want to add. Its path will be displayed in the Name field.

   For example:

   Label: Nationality

   Path: /person/personal_information/nationality

   This is the SFAPI path that must be copied and entered in the Navigation Path (SFAPI Path) field in the source UI.

2. Add the same attribute name entry in the source account schema. For more information on adding account schema attribute, refer to Adding Attributes to a Source Schema.

Additional Information

To aggregate additional information types associated with supported entities such as personal_information, address_information, email_information, or phone_information, you can configure a path in the attribute mapping.

For example, there are two address information types in the following node. The first is type home and second is type Payroll.

<address_information>
    <address_type>home</address_type>
    <country>ARG</country>
</address_information>

<address_information>
      <address_type>Payroll</address_type>
      <country>AUS</country>
</address_information>

If you want to fetch the country for Payroll, then set the navigation path / SFAPI path as follows:

/person/address_information[address_type= "Payroll"]/country

This connector aggregates the PrimaryEmailAddress. To aggregate a different type of email address, set the navigation path as follows:

/person/email_information[email_type="O"]/email_address

where O indicates the Office email address type.

Additional Attributes with XPath

This connector supports the SFAPI path value in XPath 2.0 format to aggregate additional attributes.

The supported additional attributes are part of following entities:

To aggregate the value of additional account schema attributes for Compound Employee API sub-structures, you must add the attribute name to the account schema and the corresponding navigational path. The following Compound Employee API substructures are standard:

• person
• personal_information
• address_information
• phone_information
• email_information
• person_relation
• employment_information
• job_information
• compensation_information
• paycompensation_recurring
• paycompensation_non_recurring
• payment_information
• accompanying_dependent
• alternative_cost_distribution
• job_relation
• direct_deposit
• national_id_card
• deduction_recurring
• deduction_non_recurring
• global_assignment_information
• ItDeclaration
• dependent_information
• personal_documents_information
• EmployeeDataReplicationElement
• associated_employee_information
• emergency_contact_primary
• DRTMPurgeStatusOverview

You can include additional sub-structures by providing the sub-structure name in the Include Compound Employee API Entities field on the SuccessFactors managed system. To add multiple entities, separate the names with commas. For example: WorkOrder, SecondaryAssignments.

This connector can aggregate additional account schema attributes for user management. These attributes belong to the user entity whose Navigation Target property is blank.

User attributes must use the user prefix. For example, user.city.

To include additional attributes in aggregation processes using XPath:

1. On the SuccessFactors managed system, go to Admin Center.

2. Search for and select SFAPI Data Dictionary.

   The SFAPI Data Dictionary page displays.

3. Search for and expand the CompoundEmployee entity to display the attribute fields.

4. Find the required attribute and the path displayed under the Name field and copy the path. For example:

   Label: Nationality

   Name (Path): /person/personal_information/nationality

   The Name path is the required field value for Navigation Path (SFAPI Path).

5. On the SuccessFactors managed system, in the Additional Attribute Mapping sub-panel, set the following:

   Attributes	Description
   Include Compound Employee API Entities	Enter the name of Compound Employee API extended sub-structures/Entities (separated by comma) to query for additional attributes.
   Attribute Mapping	Define the schema attribute name along with navigation path that connector will aggregate from the SuccessFactors managed system.

Specifying Values from Multiple Sub-Structures

By default, this connector aggregates the values without applying logic. It fetches the value that matches the specified SFAPI path. If an attribute value includes multiple sub-structures and you want to aggregate the data from a specific entity, you can provide the XPath 2.0 value.

Use Case 1:

You want to aggregate the country value for address_type, but address_type has multiple values, such as home or payroll. To specify the payroll address, set the Navigation Path (SFAPI Path) as follows:

/person/address_information[address_type= "Payroll"]/country

Use Case 2:

By default, this connector aggregates the PrimaryEmailAddress. If you want to return specific email addresses, such as the Office type email address, set the Navigation Path (SFAPI Path) as follows:

/person/email_information[email_type="O"]/email_address

where O represents that the email address is an Office type.

Use Case 3:

An employee is being promoted and you want to aggregate information based on the future position to trigger approvals by the future manager. In this use case, the employee has two sets of job information - the current and future. To fetch the future manager information, set the Navigation Path (SFAPI Path) as follows:

/person/employment_information/job_information[xs:date(start_date) ge current-date()]/manager_person_id_external

Use Case 4:

A user has concurrent assignments and you want aggregate the primary position. To aggregate only the primary position, set the Navigation Path (SFAPI Path) as follows:

/person/employment_information[not(SecondaryAssignmentPeriod)]/job_information[xs:date(start_date) le current-date() and xs:date(end_date) ge current-date()]/position

Future Actions

The Future Actions attribute stores information about Future Actions in the following JSON format:

{"Actions": [{"ActionType" : "<ActionCode>","ActionReason" : "<Action Reason value>","ActionStartDate" : "<Start date>","ActionEndDate" : "<End date>"}]}

For example, you can use the following:

{"Actions": [{"ActionType" : "SCWK","ActionReason" : "Start CWK","ActionStartDate" : "2018-08-26","ActionEndDate" : "2018-09-08"}]}

Adding Custom Attributes From SFAPI Data Dictionary

This connector can aggregate additional schema attributes.

In the SuccessFactors source UI, on the Additional Attribute Mapping panel, in the Schema Attribute field, enter the name of the additional attribute. In the Navigation Path (SFAPI Path) field, enter the navigation path of the attribute as defined in SFAPI (SuccessFactors Data API). For example:

/person/employment_information/job_information/pay

To aggregate the value of the additional schema attributes for an account:

1. Add the entry key of schema attribute and its respective path. For the navigation path, perform the following steps:

   • On the SuccessFactors managed system, navigate to Admin Centre > SFAPI Data Dictionary.
   • Search the CompoundEmployee in the list.
   • Expand the CompoundEmployee entity that displays the attribute fields with their respective information.
   • Search for the attribute you want to add. Its path will be displayed in the Name field.

   For example:

   Label: Nationality

   Path: /person/personal_information/nationality

   This is the SFAPI path that must be copied and entered in the Navigation Path (SFAPI Path) field in the source UI.

2. Add the same attribute name entry in the SuccessFactors source account schema. For more information on adding account schema attribute, refer to Adding Attributes to a Source Schema.

Additional Information

If there are multiple information types associated with supported entities like personal_information, address_information, email_information, phone_information, then to aggregate the data from the specific type of information, you can configure a path in the attribute mapping.

For example, there are two address information types in the following node. The first is "home" and second is "Payroll".

<address_information>
    <address_type>home</address_type>
    <country>ARG</country>
</address_information>

<address_information>
      <address_type>Payroll</address_type>
      <country>AUS</country>
</address_information>

If you want to fetch the country from Payroll, set the Navigation Path (SFAPI Path) as follows:

/person/address_information[address_type= "Payroll"]/country

This connector aggregates the "PrimaryEmailAddress". To aggregate different type of email address, set the Navigation Path (SFAPI Path) as follows:

/person/email_information[email_type="O"]/email_address

where O indicates the email address for Office.

Additional Attributes with XPath

This connector supports the SFAPI path value in XPath 2.0 format to aggregate the additional attributes.

The supported additional attributes are part of following entity:

To aggregate the value of additional account schema attributes for Compound Employee API sub-structures, you must add the attribute name to the account schema and the corresponding navigational path. The following Compound Employee API substructures are standard:

• person
• personal_information
• address_information
• phone_information
• email_information
• person_relation
• employment_information
• job_information
• compensation_information
• paycompensation_recurring
• paycompensation_non_recurring
• payment_information
• accompanying_dependent
• alternative_cost_distribution
• job_relation
• direct_deposit
• national_id_card
• deduction_recurring
• deduction_non_recurring
• global_assignment_information
• ItDeclaration
• dependent_information
• personal_documents_information
• EmployeeDataReplicationElement
• associated_employee_information
• emergency_contact_primary
• DRTMPurgeStatusOverview

You can include additional sub-structures by providing the sub-structure name in the Include Compound Employee API Entities field on the SuccessFactors source UI. To add multiple entities, separate the names with commas. For example: WorkOrder, SecondaryAssignments.

The SuccessFactors SaaS connector provides support for the aggregation of additional account schema attributes for user management that belongs to the user entity with Navigation Target property as blank.

User attributes must use the user prefix. For example, user.city.

On the SuccessFactors managed system:

1. Go to Admin Center.
2. Search for and select SFAPI Data Dictionary. The SFAPI Data Dictionary page is displayed.
3. Search for and expand the CompoundEmployee entity to display the attribute fields.

4. Find the required attribute and the path displayed under the Name field and copy the path. For example:

   Label: Nationality

   Name (Path): /person/personal_information/nationality

   The name path is the required field value for Navigation Path (SFAPI Path).

5. On the SuccessFactors source UI, in the Additional Attribute Mapping sub-panel, set the following:

   Attributes	Description
   Include Compound Employee API Entities	Enter the name of Compound Employee API extended sub-structures/Entities (separated by comma) to query for additional attributes.
   Attribute Mapping	Define the schema attribute name along with navigation path that connector will aggregate from the SuccessFactors managed system.

Specifying Values from Multiple Sub-Structures

By default, the SuccessFactors SaaS connector aggregates the values without applying logic. It fetches the value that matches the specified SFAPI path. If an attribute value is including multiple sub-structures and you want to aggregate the data from a specific entity, you can provide the XPath 2.0 value.

Use Case 1:

If you want to aggregate the country value for address_type but address_type could have multiple values such as home or payroll. To specify the payroll address, set the Navigation Path (SFAPI Path) as follows:

/person/address_information[address_type= "Payroll"]/country

Use Case 2:

By default, this connector aggregates the PrimaryEmailAddress. If you want to return specific email addresses, such as the Office type email address, set the Navigation Path (SFAPI Path) as follows:

/person/email_information[email_type="O"]/email_address

where O represents that the email address is for Office.

Use Case 3:

An employee is being promoted and you want to aggregate information based on the future position to trigger approvals by the future manager. In this use case, the employee has two sets of job information - the current and future. To fetch the future manager information, set the Navigation Path (SFAPI Path) as follows:

/person/employment_information/job_information[xs:date(start_date) ge current-date()]/manager_person_id_external

Use Case 4:

A user has concurrent assignments and you want aggregate the primary position. To aggregate the primary position, set the Navigation Path (SFAPI Path) as follows:

/person/employment_information[not(SecondaryAssignmentPeriod)]/job_information[xs:date(start_date) le current-date() and xs:date(end_date) ge current-date()]/position

Adding Attributes From ODATA API Data Dictionary

The SuccessFactors SaaS connector can aggregate additional account schema attributes to manage users that belong to the user entity. The connector can aggregate additional account schema attributes for user and employee data using the /User, /EmpJob, and /EmpEmployment ODATA APIs.

Find the supported attributes you want to add:

1. In SuccessFactors, go to Admin Center.
2. Search for and select ODATA API DATA Dictionary.
3. Search for User, EmpJob, or EmpEmployment. This displays the list of supported attributes.

4. Copy the attribute name.

   Note

   In the ODATA API Dictionary, the attribute must be configured as sap:visible true to be included in aggregation.

Add the attribute name to the account schema:

1. In SailPoint, go to Connections > Sources and then select SuccessFactors SaaS from the list.
2. Go to Import Data and then select Account Schema.
3. Select Add New Attribute.
4. In the Name, add the name of the attribute copied from SuccessFactors.
5. Select Save.

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