SuccessFactors Materials - Post Office users

Welcome to the SuccessFactors support site

Please note: You MUST be logged in to access the documents below!

For the most common questions that have been raised by the community, we have compiled a FAQ document which you can read/download as a PDF by clicking the button right:

As a manager, you may wish to see how to carry out certain actions in the system. You can use the Line Managers Reference Guide in order to do so.

In the table below you will find Quick Reference Guides (QRGs) and video snippets that will assist you in completing specific tasks. Our SuccessFactors system is constantly evolving through regular updates and improvements and you are invited to bookmark this page for easy access in the future. 

If you have any questions or feedback on these guides, please get in touch.

 Ref. Title QRG Video .mp4
PC & Android
replay only
- Summary Guides & Actions
Branch Branch Line Manager Guide - New HR Processes and Emails N/A
Branch How to log onto SuccessFactors and your Post Office email - Branch colleague briefing N/A
Branch SuccessFactors Expenses and New Email for Teams  - Information and actions for Branch Managers N/A
Branch SuccessFactors Annual Leave April 18 - Update for Branches N/A
Support Centre Support Centre Line Manager Guide - New HR online activities N/A
Supply Chain Supply Chain Line Manager Guide - SuccessFactors Expenses and New Email N/A
Supply Chain How to log onto SuccessFactors and Post Office Email - Supply Chain colleague briefing N/A
Supply Chain SuccessFactors Expenses and New Emails for Teams - Information and actions for Supply Chain Managers N/A
Supply Chain SuccessFactors Annual Leave April 18 - Update for Supply Chain N/A
 
- General SuccessFactors Information    
  Login to SF 
  Getting started with SuccessFactors - Dashboard Overview (All) N/A
  Introduction to SuccessFactors - System Overview (All)  
  Email and SuccessFactors Access (All)  
V1 Careers Portal in SuccessFactors (All)
V2 Playing Sound from a Webpage (All) N/A
V3 Adding a Picture to Your Profile (All) N/A
V4 Substitution Management - Adding a Manager (Line Mgr)
V10 Printing / Downloading a Candidate CV (Recruiting Mgr)
V14 Setting up SuccessFactors on Mobile N/A
V16 Approvals Tile Management (Line Mgr / Hiring Mgr / HRSC)
V17 Viewing & Managing Pending Requests (All)
V22 Non-Recurring Payments screen in Profile Explanation (Line Mgr) N/A
Admin1 Password Reset for Candidates & Agencies (Recruiting Admin)
 
 - Recruitment & Onboarding
1.01 Creating Job Requisition from Org Chart - Decision Tree (Hiring Mgr) N/A
1.01 STAN Creating a STANDARD Job Requisition from the Org Chart (Hiring Mgr)
1.01 BRAN Creating a BRANCH Job Requisition from the Org Chart (Hiring Mgr)
    - Raising a Branch Requisition (Hiring Mgr) N/A
    - Approving a Branch Requisition N/A
1.01 BLANK Creating a Job Requisition from a BLANK form (Hiring Mgr)  
1.01b Approving a Job Requisition (Approver)
1.01d Posting a Job Requisition (Recruiting Mgr)
1.01e Editing a Job Requisition (Hiring Mgr)
1.01f Checking Requisition Progress (Hiring Mgr)
1.01h Rejecting a Job Requisition (Approver)
1.03 Managing Interview Slots availability (Interviewer)
1.03a Interview Scheduling (Hiring Mgr / Recruiting Mgr / Interviewer)
1.03b Interview Central (Hiring Mgr)
1.03c Screen & Select Candidates for Assessment (Hiring Mgr / Recruiting Mgr)
1.03d CV Viewer - Rotator (Hiring Mgr)
1.05 Agency provide candidates for vacancy (TBC) N/A
1.07a Onboarding New Employee (Hiring Mgr) N/A
 
- General Management Info    
V8 Directory Search (Line Mgr / Hiring Mgr / Recruiting Mgr)
 
- Managing Overtime, Variable Pay and Leavers    
1.11 Promotion Reversion (Line Mgr)
3.01 Process Non-Recurring Payments (Monetary Wage Type Components instruction) (Line Mgr)
3.01a Edit Non-Recurring Payments (Line Mgr / HRSC)
3.01b Add or Amend a COSA Payment  
3.01c Add or Amend an Annualised Leave Payment  
3.02 Amend Contract - People Change (Line Mgr)
3.03 Process Overtime Payments through Non-Recurring Payments (Line Mgr)
NEW Variable Pay Top Tips N/A
3.05 Changing a Team Members' Payrate (Line Mgr)
4.01 Process Leavers - Termination (Line Mgr)
4.07 Carry out Level 99 checks - Blocker (HRSC) N/A 
7.03 Add Recurring Deductions (HRSC)
7.19 Change Cost Centres (Line Mgr)
10.02 Managing Work Permits / Right to Work / Work Permit Renewals (Line Mgr)
 
- Managing Conduct & Appeals    
5.07a Managing a Conduct Appeal Request (HRSC)
5.07b Assigning the Appeals Manager Delegate to Employee Profile (HRSC)
5.12 Recording the Outcome of a Conduct Case (Line Mgr)
5.13 Appealing against a Conduct Issue (Team Member)
5.14 Accepting a Conduct Appeal Delegation Request (Line Mgr / HRSC)
5.15 Closing a Conduct Issue (Line Mgr)
5.16 Raising an Appeal Issue (Team Member)   
V18 Manage Absence & Attendance Warnings (Line Mgr)
 
- Managing Leave / Absence    
6.01 Request Annual Leave (All)
6.01a Changing a Team Members Leave of Absence (Line Mgr)
6.02 Manage Sick Absence (Line Mgr)
6.02a Manage Sick Absence - Return to Work (Line Mgr)
6.02b Manage Sick Absence - Long-Term Sick Absence with Undetermined End Date (Line Mgr)
6.02c Manage Recurring Absence (Line Mgr)
6.02d Sickness Absence Recording  
6.03 Manage Special Leave (Team Member)
6.04 Manage Maternity Leave (Line Mgr)
6.07 Manage Union Leave (Team Member)
6.08 Manage Paternity Leave (Line Mgr)
6.09 Manage Adoption Leave (Line Mgr)
6.10 Purchase Annual Leave (All)
6.10a Amend or Cancel Purchased Annual Leave (All)
6.12 Amend or Cancel Leave Request (Team Member)
6.13 Manage Shared Parental Leave (Line Mgr)
6.14 Manage Keep in Touch Days (Line Mgr)
V12 Holiday Accruals / Carry over / Adjust Leave (Line Mgr)
 
- Managing Personal Information    
7.01 Change Personal Details (Team Member)
7.02 Change Bank Account Details (Team Member)
V9 Flexible Work Application (All)
V15 Viewing your Payslips / P60 (All)
 
- Learning    
L-1.00 Learning - Changing the default Homepage N/A
L-2.00 Learning - Accessing course collections from the default Homepage N/A
L-3.00 Learning - Printing course certificates N/A
L-4.00 Learning - Search & self-select courses (Course items ONLY) N/A
L-4.01 Learning - Search & self-select courses (Curricula items ONLY) N/A
L-5.00 Learning - Assign Learning as a Manager to a Team Member N/A

 NOTE:

Even though you are able to view the support materials for SuccessFactors above, some actions / tasks may not be available to you as a system user.
This is due to permission settings given to end-users in line with their day-to-day responsibilities and requirements in using the system.