Request and manage external trainings in SAP SuccessFactors Learning with customization
Reduce manual effort and increase efficiency in external training management within SAP SuccessFactors Learning by enabling configurable forms, validations, and dynamic workflows that ensure consistent, high-quality data and streamlined approval processes. Employees can submit and track requests transparently, while HR and managers gain real-time visibility into training status and history through role-based reporting.
Overview
Filter and track external trainings at a glance
Users get a complete overview of which external training courses are pending, approved, or rejected. Employees can see exactly who is currently handling their approval process, making it easy to maintain a clear status overview of all ongoing external training courses.
Enhance operational efficiency through smart request validation
Employees can easily submit and track requests, attach relevant documents, and benefit from automated validations and tailored value lists that improve data quality and reduce errors.
Gain traceability for managers and HR with configurable approval processes
HR and managers gain real-time transparency through role-based reporting and status tracking, while flexible workflow logic allows organizations to adapt approval steps based on criteria like budget thresholds or organizational structure.
Improve operational agility with proxy management
Support proxy access for managers to act on behalf of their direct reports and manage external training requests, encouraging business continuity during absences, reducing administrative delays, and improving the responsiveness and efficiency of training processes.
Streamline communication to enable faster response times
Email notifications can be automatically triggered by specific actions within processes and tailored to meet individual business requirements. This allows organizations to deliver timely, relevant communication to employees, managers, and HR, improving responsiveness, consistency, and overall user experience while reducing manual effort.
Details
Solution type
Extensions and Add-ons
Industry
Automotive, Industrial Manufacturing, Chemicals, Banking, Cross-Industry
Compatibility
Works with
This product is compatible with or enhances the functionality of these SAP solutions but doesn't require them.
Features
Manage and review external training requests
Streamline the management of employee requests by consolidating key information and reducing administrative effort. By supporting status-based filtering and easy navigation to detailed views, this central dashboard improves process efficiency and enhances transparency.
Create and submit learning requests outside the organization with modern forms
Simplify request creation with a smart form. This feature enhances efficiency by enabling users to submit external training requests through a configurable layout. By using validation rules and dynamic field visibility, the system eliminates input errors before submission.
Monitor and process pending approval requests
A clear view of all pending approval requests from direct reports enables approvers to quickly review details and take action. The provided informations in the request improves decision efficiency, reduces processing time, and supports timely, well-informed decisions.
Access manager reports for external training requests
A comprehensive view of all requests from direct reports allows managers to filter by multiple criteria, export data to Microsoft Excel, and access detailed request views for better-informed decisions. Integration with other systems are also possible but not scope of the standard solution.
Enable HR reporting and analysis on all employee requests
HR administrators can monitor employee requests with configurable filters, reporting, Microsoft Excel export, and optional integrations with other systems. Additional integrations are not part of the standard scope.
Plans and pricing
All plans include:
- Dashboard which empowers employees to filter and monitor the status of external training requests at a glance
- Role-Based Workflows which provide managers and HR real-time transparency
- Configurable Approval Steps and Request Fields which adapts approval workflows based on organizational structures
- Automated Notifications which streamlines communication and accelerates response times through action-triggered emails
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Technical Information
Technical details
| Solution type | Extensions and Add-ons |
| Category | Talent Management |
| Industry | Automotive, Industrial Manufacturing, Chemicals, Banking, Cross-Industry |
| Works with |
|
Deployment and operations
The following information is provided by the publisher and applies to the latest app version available on the SAP Store. SAP does not control these policies and procedures; the publisher is solely responsible for the accuracy of the provided information.
| Deployment |
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| Globalization |
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Security and compliance
The following information is provided by the publisher and applies to the latest app version available on the SAP Store. SAP does not control these policies and procedures; the publisher is solely responsible for the accuracy of the provided information.
| Security |
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| Compliance |
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| Privacy policy |
SAP's privacy policy is not applicable to the use of this app. Please refer to the privacy policy provided by this app's partner. |
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Resources
Solution Demo Video
Orbis People Blog: Requesting External Training in SAP SuccessFactors
One Pager for the Application
Publisher
ORBIS People GmbH
ORBIS People is your partner for digital HR processes—whether you use SAP HCM, focus on SAP HCM for SAP S/4HANA, or are transitioning to SAP SuccessFactors. We guide you every step of the way, from jointly developing your customized HR IT strategy to its effective implementation, and provide you with ongoing support.
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