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 below:

FAQsVersion 7

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.

 ID Ref. Title QRG QRG
Video .mp4
PC & Android
replay only
- Summary Guides & Actions
Branch  Branch Line Manager Guide - New HR Processes and Emails 1 N/A
Branch  How to log onto SuccessFactors and your Post Office email - Branch colleague briefing 1 N/A
Branch  SuccessFactors Expenses and New Email for Teams  - Information and actions for Branch Managers 1 N/A
Support Centre  Support Centre Line Manager Guide - New HR online activities 1 N/A
Supply Chain  Supply Chain Line Manager Guide - SuccessFactors Expenses and New Email 1 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 1 N/A
- General SuccessFactors Information    
   Login to SF  1
   Getting started with SuccessFactors - Dashboard Overview (All) 1 N/A
   Introduction to SuccessFactors - System Overview (All)    
   Email and SuccessFactors Access (All) 1  
V1  Careers Portal in SuccessFactors (All) 1
V2  Playing Sound from a Webpage (All) 1 N/A
V3  Adding a Picture to Your Profile (All) 1 N/A
V4  Substitution Management - Adding a Manager (Line Mgr) 2
V10  Printing / Downloading a Candidate CV (Recruiting Mgr) 1
V14  Setting up SuccessFactors on Mobile 1 N/A
V16  Approvals Tile Management (Line Mgr / Hiring Mgr / HRSC) 1
V17  Viewing & Managing Pending Requests (All) 1
V22  Non-Recurring Payments screen in Profile Explanation (Line Mgr) 1 N/A
Admin1  Password Reset for Candidates & Agencies (Recruiting Admin) 1
 - Recruitment & Onboarding
1.01  Creating Job Requisition from Org Chart - Decision Tree (Hiring Mgr) 2 N/A
1.01 STAN  Creating a STANDARD Job Requisition from the Org Chart (Hiring Mgr) 4
1.01 BRAN  Creating a BRANCH Job Requisition from the Org Chart (Hiring Mgr) 2
    - Raising a Branch Requisition (Hiring Mgr) 3 N/A
    - Approving a Branch Requisition 1 N/A
1.01 BLANK  Creating a Job Requisition from a BLANK form (Hiring Mgr) 2  
1.01b  Approving a Job Requisition (Approver) 1
1.01d  Posting a Job Requisition (Recruiting Mgr) 1
1.01e  Editing a Job Requisition (Hiring Mgr) 1
1.01f  Checking Requisition Progress (Hiring Mgr) 1
1.01h  Rejecting a Job Requisition (Approver) 1
1.03  Managing Interview Slots availability (Interviewer) 1
1.03a  Interview Scheduling (Hiring Mgr / Recruiting Mgr / Interviewer) 1
1.03b  Interview Central (Hiring Mgr) 1
1.03c  Screen & Select Candidates for Assessment (Hiring Mgr / Recruiting Mgr) 1
1.03d  CV Viewer - Rotator (Hiring Mgr) 1
1.05  Agency provide candidates for vacancy (TBC) 1 N/A
1.07a  Onboarding New Employee (Hiring Mgr) 1 N/A
- General Management Info    
V8  Directory Search (Line Mgr / Hiring Mgr / Recruiting Mgr) 1
- Managing Overtime, Variable Pay and Leavers    
1.11  Promotion Reversion (Line Mgr) 1
3.01  Process Non-Recurring Payments (Monetary Wage Type Components instruction) (Line Mgr) 2
3.01a  Edit Non-Recurring Payments (Line Mgr / HRSC) 1
3.02  Change Job and Compensation Info form - Decision Tree (Line Mgr) coming soon 1 N/A
3.02a  Amend Contract - People Change (Line Mgr) 2
3.03  Process Overtime Payments through Non-Recurring Payments (Line Mgr) 2
NEW  Variable Pay Top Tips 1 N/A
3.05  Changing a Team Members' Payrate (Line Mgr) 1
4.01  Process Leavers - Termination (Line Mgr) 1
4.07  Carry out Level 99 checks - Blocker (HRSC) 1 N/A 
7.03  Add Recurring Deductions (HRSC) 1
7.19  Change Cost Centres (Line Mgr) 1
10.02  Managing Work Permits / Right to Work / Work Permit Renewals (Line Mgr) 1
- Managing Conduct & Appeals    
5.07a  Managing a Conduct Appeal Request (HRSC) 1
5.07b  Assigning the Appeals Manager Delegate to Employee Profile (HRSC) 1
5.12  Recording the Outcome of a Conduct Case (Line Mgr) 1
5.13  Appealing against a Conduct Issue (Team Member) 1
5.14  Accepting a Conduct Appeal Delegation Request (Line Mgr / HRSC) 1
5.15  Closing a Conduct Issue (Line Mgr) 1
5.16  Raising an Appeal Issue (Team Member) 1   
V18  Manage Absence & Attendance Warnings (Line Mgr) 1
- Managing Leave / Absence    
6.01  Request Annual Leave (All) 1
6.01a  Changing a Team Members Leave of Absence (Line Mgr) 1
6.02  Manage Sick Absence (Line Mgr) 2
6.02a  Manage Sick Absence - Return to Work (Line Mgr) 1
6.02b  Manage Sick Absence - Long-Term Sick Absence with Undetermined End Date (Line Mgr) 2
6.02c  Manage Recurring Absence (Line Mgr) 1
6.03  Manage Special Leave (Team Member) 1
6.04  Manage Maternity Leave (Line Mgr) 1
6.07  Manage Union Leave (Team Member) 1
6.08  Manage Paternity Leave (Line Mgr) 1
6.09  Manage Adoption Leave (Line Mgr) 1
6.10  Purchase Annual Leave (All) 1
6.10a  Amend or Cancel Purchased Annual Leave (All) 1
6.12  Amend or Cancel Leave Request (Team Member) 1
6.13  Manage Shared Parental Leave (Line Mgr) 1
6.14  Manage Keep in Touch Days (Line Mgr) 1
V12  Holiday Accruals / Carry over / Adjust Leave (Line Mgr) 3
- Managing Personal Information    
7.01  Change Personal Details (Team Member) 1
7.02  Change Bank Account Details (Team Member) 1
V9  Flexible Work Application (All) 1
V15  Viewing your Payslips / P60 (All) 1
- Learning    
L-1.00  Learning - Changing the default Homepage 1 N/A
L-2.00  Learning - Accessing course collections from the default Homepage 1 N/A
L-3.00  Learning - Printing course certificates 1 N/A
L-4.00  Learning - Search & self-select courses (Course items ONLY) 1 N/A
L-4.01  Learning - Search & self-select courses (Curricula items ONLY) 1 N/A
L-5.00  Learning - Assign Learning as a Manager to a Team Member 1 N/A


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.