5 Good Occasions to start Documenting Your SAP SuccessFactors Instance

Implementing changes is challenging in general, and implementing these across organizations and teams is faced with common conflicts like lack of planning and continuity. Through the years, solutions have emerged and SAP SuccessFactors has been one of the successful giants to provide majority of the needs of companies when it comes to implementing HR. 

If you’re an SAP SuccessFactors user and you have access in the Instances, here are few occasions to consider documenting the steps you make: 

1. During Implementation

Starting documentation during the implementation process can help ensure that all stakeholders have a clear understanding of the processes, data flows, and system configuration. This can help prevent misunderstandings and reduce the time required to troubleshoot issues. 

2. Before Go-Live

Before launching your SuccessFactors system, it’s essential to document your configurations, customizations, and integration points to ensure that all stakeholders have a clear understanding of the system’s design and can quickly identify issues that arise post-launch. 

3. After Major Upgrades

Major upgrades can bring significant changes to your SuccessFactors system, and documenting these changes can help ensure that everyone is on the same page. This can help avoid issues that arise due to misunderstandings or lack of communication. 

4. New Hires in HRIT or HR Ops

When new team members join your team, providing them with documentation about your SuccessFactors system can help them understand how to use the system and reduce the time required for training. 

5. Process Changes

Whenever you optimize your process or make significant changes to your business processes or the way you use your SuccessFactors system, it’s a good idea to update your documentation to reflect these changes. This can help ensure that everyone is aware of the changes and can adapt their workflows accordingly.