# Configuring SuccessFactors SaaS Picklists

SailPoint aggregates data from the SuccessFactors connector based on the picklist configuration. SailPoint provides a default picklist but you can add additional custom or standard attributes.

A picklist is a configurable set of options or selection lists used to populate a data input field having one or more predefined values in the SuccessFactors system.

> [!NOTE]
>
> Assign the following permissions to the service user along with the existing permissions to download the picklist-values.csv file.
>
> Admin Center Permissions:
>
> - Monitor Scheduled Jobs
> - Manage Scheduled Jobs

> [!NOTE]
>
> **Screenshot**
>
> [![Picklist Configuration](<https://documentation.sailpoint.com/connectors/successfactors/saas/help/img/picklist_configuration.png>)](<https://documentation.sailpoint.com/connectors/successfactors/saas/help/img/picklist_configuration.png>)

> [!CAUTION]
>
> The figure shows the default values to fetch data. You cannot change the **Event Name &amp; Status** or **Picklist Configuration Name** fields. Changing these values may cause the connector to not work properly. If you need to modify the **Option IDs** or **Picklist IDs** from the default to match your tenant configuration, refer to [Exporting and Verifying the Picklist Values](<#exporting-and-verifying-the-picklist-values>).

If you delete a default entry or need to modify an entry to match your default tenant configuration, complete the following steps:

1. Select **Add Another** to add a default value that may have been deleted.
2. Do one of the following:

   - For **ODATA Options ID Mapping**, enter the **Event Name &amp; Status** for lifecycle events or employee status based on which connector aggregates the data, and the **Option ID** associated with the event and employee status picklist.
   - For **Picklist ID Mapping**, enter the **Picklist Configuration Name** and associated SuccessFactors **Picklist ID**.
3. To **Aggregate Termination Date by Employee Status**, enter the status codes separated by a comma. For more information on termination statuses, refer to [Termination Date](<#termination-date>).
4. Select **Save**.

## Default Event Name and Status Values

Use the following table to re-enter the default values for **Event Names &amp; Status**.

> [!NOTE]
>
> The following values are provided as examples. The values may be different for your organization. Provide the values that apply to your environment.

| Event Name &amp; Status | Option IDs |
| --- | --- |
| SCWK | 30768 |
| EmplStatus-InActiveOptionIds | 4601,4602,4598,4600 |
| Hire | 3669 |
| Rehire | 3676 |
| EmplStatus-ActiveOptionIds | 4595,4603,4596,4597,4599 |

For example:

```xml
<entry key="odataEventOptionIdMap">
    <value>
        <Map>
            <entry key="EmplStatus-ActiveOptionIds" value="4595,4603,4596,4597,4599"/>
            <entry key="EmplStatus-InActiveOptionIds" value="4601,4602,4598,4600"/>
            <entry key="Hire" value="3669"/>
            <entry key="Rehire" value="3676"/>
            <entry key="SCWK" value="30768"/>
        </Map>
    </value>
</entry>
```

## Default Picklist Configuration Name Values

Use the following table to re-enter your organization's default Picklist Option ID names by matching the values in the Picklist ID column with those in the Picklist Configuration Name column.

> [!NOTE]
>
> The **Picklist Configuration Name** can't be changed or added in the Default Picklist Configuration map, whereas the **Picklist ID** should match the values present in your environment.

| Picklist Configuration Name | Picklist ID |
| --- | --- |
| employeeTypePicklist | employee-type |
| employeeStatusPickList | employee-status |
| employeeClassPickList | EMPLOYEECLASS |

For example:

```xml
<entry key="picklistConfigMap">
    <value>
        <Map>
            <entry key="employeeClassPickList" value="EMPLOYEECLASS"/>
            <entry key="employeeStatusPickList" value="employee-status"/>
            <entry key="employeeTypePicklist" value="employee-type"/>
        </Map>
    </value>
</entry>
```

## Picklist Sets and Values

The following tables list the default picklist sets and values used in this connector.

### For Life Cycle Events

| ^picklistId | OptionID | external\_code | en\_US |
| --- | --- | --- | --- |
| Event | 3669 | H | Hire |
| Event | 3676 | R | Rehire |
| Event | 30768 | SCWK | SCWK |

### For Employee Status

| ^picklistId | OptionID | external\_code | en\_US |
| --- | --- | --- | --- |
| employee-status | 4595 | A | Active |
| employee-status | 4596 | U | Unpaid Leave |
| employee-status | 4597 | P | Paid Leave |
| employee-status | 4598 | R | Retired |
| employee-status | 4599 | S | Suspended |
| employee-status | 4600 | T | Terminated |
| employee-status | 4601 | F | Furlough |
| employee-status | 4602 | O | Discarded |
| employee-status | 4603 | D | Dormant |

## Exporting and Verifying the Picklist Values

Export the picklist values from your SuccessFactors managed system and compare the values to the default values listed on [Configuring Picklists](<https://documentation.sailpoint.com/connectors/successfactors/saas/help/picklist_configuration.html>). If the default values set in the SuccessFactors connector are not aligning with the managed system values, then the corresponding account is not aggregated.

> [!NOTE]
>
> For the most up-to-date and detailed instructions for obtaining picklist values, refer to [Exporting Picklists in the SAP Help Portal](<https://help.sap.com/viewer/aeb30e94eab54aa798af9c3f3b4bf40c/2105/en-US/fd1aec0ede1747b59562d4d96c8f96dd.html>).

Perform the following procedure to export picklist values:

1. In SuccessFactors, go to **Admin Center**.
2. Search for and select **Import and Export Data**.

   The **Import and Export Data** page displays.
3. In the **Select the action to perform** dropdown, select **Export Data**.
4. In the **Select Generic Object** dropdown, select Picklist or Picklist-Values. Keep the default settings for the other settings.
5. Select **Export**.

   A new job request is submitted for the picklist export.
6. Search for and select **Scheduled Job Manager**.

   The **Scheduled Job Manager** page displays.
7. Refresh your browser until the job is complete and is present in the jobs list. Once the job is complete, select the **Download Status** of the respective job name to download the .zip file.
8. Extract the downloaded .zip file.

   This .zip file contains the Picklist-Values.csv.

   - **For Life Cycle Events** - Search for the **event** associated with the `picklistId` and use the `OptionId` value as required.
   - **For Employee Status** - Search for the **Employee Status** associated with the `picklistId` and use the `OptionId` value as required.

> [!NOTE]
>
> If the default values set in this connector don't align with the managed system values as described, then the corresponding account is not aggregated.

## Employee Status

In the SuccessFactors source, the identity status connected to an account is based on the employee status as specified. The default statuses are:

| Enabled | Disabled |
| --- | --- |
| Active | Furlough |
| Dorman | Discarded |
| Unpaid Leave | Retired |
| Paid Leave | Terminated |
| Suspended |  |

> [!IMPORTANT]
>
> If additional employee statuses other than the default values are present on the SuccessFactors managed system, they must be added to `EmplStatus-ActiveOptionIds` or `EmplStatus-InactiveOptionIds`. Otherwise, the records corresponding to the missing option ID are not aggregated.

## Termination Date

By default, this connector aggregates termination dates for the following employee statuses:

- **F** - Furlough
- **R** - Retired
- **T** - Terminated

To aggregate termination dates based on other PicklistID employee statuses - such as **Suspended** and **Discarded** - add the comma-separated list of external code values to the **Aggregate Termination Date by Employee Status** field on the **Picklist Configuration** page. For a full list of the Employee Status codes, refer to [Picklist Sets and Values](<#picklist-sets-and-values>).

To find external code values associated with the PicklistID employee status:

1. In the SuccessFactors managed system, go to the **Admin Center**.
2. Search for "Picklist Center".
3. Select the option **Export all picklist(s)** to generate a .csv file containing the picklist values.

## Improving Performance for Get Account Operations

Make the following changes to improve performance when you run a Get Account operation:

- Skip authorization/permissions checks during Get Account operations.
- Reference data mapping for the following attributes is saved after the aggregation. These saved values are used during Get Account operations:

  > **Note**
  >
  > If there are any changes to the values of any of the following attributes, perform the aggregation again.

  - EmployeeClass
  - EmployeeType
  - business phone
  - employeeStatus
  - AssignmentType
  - division
  - businessunit
  - company
  - cost center