SuccessFactors AI – Joule – Automate the Practice HXM

 SAP introduced the following use case categories for each conversational type:

• Employee self-service (ESS)

Employees can view, change, create, or delete their own personal information through ESS cases.

• Manager self-service (MSS)

Managers with proper permissions are able to trigger MSS cases to view, change, create, or delete direct reports' information.

• Worker

Users with proper permissions can view information about their colleagues and co-workers through Worker cases.

You can find the recommended scenarios (ESS, MSS, or Worker) for each use case as the best practice in the transactional and navigational use case tables.

Joule supports three conversational types: transactional, navigational, and informational.

• Transactional: Assists users in efficient completion of their tasks on the conversational user interface, saving their time from going to corresponding pages to complete tasks.

In transactional conversation, Joule can provide users with the information they need to complete their tasks. Depending on your integrated SAP Solution, you could request feedback from your manager by telling Joule "I want to request feedback from my manager" or request to view your purchase orders by telling Joule "Show me my current purchase orders".

• Navigational: Helps users navigate to the functionality they're looking for without having to go through multiple links to reach a destination.

In a navigational conversation, Joule can direct users to pages where they can find the information they need or get their job done or specific applications to perform tasks.

• Informational: Helps users retrieve necessary information 

In an informational conversation, Joule can provide access to important documents and policies for users. 

Transactional Activities

Module	Activity	More Description	Owner
Employee Central	Generate compensation insights	Before using the case in Joule, make sure you've enabled the AI-assisted person insights feature and required permissions. For more details	MSS
Employee Central	Approve time off requests	When the Prevent Quick Approval for Workflow permission is enabled for approvers, they cannot approve the request directly in Joule. Instead, they have to use the View Details link to open the workflow details page to approve the request.	MSS
		For more information, refer to Time Management on the Home Page.
Employee Central	Approve time sheets	When the Prevent Quick Approval for Workflow permission is enabled for approvers, they cannot approve the request directly in Joule. Instead, they have to use the View Details link to open the workflow details page to approve the request.	MSS
		For more information, refer to Time Management on the Home Page.
Employee Central	Approve Employee Central workflow requests	When the Prevent Quick Approval for Workflow permission is enabled for approvers, they cannot approve the request directly in Joule. Instead, they have to use the View Details link to open the workflow details page to approve the request.	MSS
		For more information, refer to Workflows on the Home Page.
Employee Central	Approve foundation object workflow requests	Joule supports approvals for foundation objects including Location Group, Pay Range, Geo Zone, and Pay Component.	MSS
Employee Central	Create position	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Actions templates for positions.	MSS
Employee Central	Change position	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Actions templates for positions.	MSS
Employee Central	View addresses	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
			MSS
			Worker
Employee Central	Change addresses	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	Create addresses	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	Delete addresses	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	View email addresses	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
			MSS
			Worker
Employee Central	Change email addresses	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	Create email addresses	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	Delete email addresses	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	View emergency contacts	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
			MSS
			Worker
Employee Central	Change emergency contacts	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	Create emergency contacts	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	Delete emergency contacts	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	View phone numbers	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
			MSS
			Worker
Employee Central	Change phone numbers	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	Create phone numbers	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	Delete phone numbers	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	View job relationships	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
			MSS
			Worker
Employee Central	Change job relationships	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	MSS
Employee Central	Create job relationships	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	MSS
Employee Central	Delete job relationships	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	MSS
Employee Central	Change cost center	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	MSS
Employee Central	Change chosen name	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	Change contract end date	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	MSS
Employee Central	Change job	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	MSS
Employee Central	Change legal name	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	Change location	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	MSS
Employee Central	Change probation	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	MSS
Employee Central	Change pronouns	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
Employee Central	Change working time	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	MSS
Employee Central	Promotion	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	MSS
Employee Central	Transfer	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	MSS
Employee Central	View cost center	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
			MSS
Employee Central	View job	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
			MSS
Employee Central	View legal name	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
			MSS
			Worker
Employee Central	View location	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
			MSS
			Worker
Employee Central	View marital status	Before using the case in Joule, make sure you've configured the corresponding Employee Central Quick Action templates.	ESS
			MSS
Employee Central	View holiday calendar	Users can check holidays for periods up to 12 months. If the requested period exceeds 12 months, Joule provides information for only the first 12 months of that period.	ESS
			MSS
			Worker
Employee Central	View time off	Users can check time off records for periods up to 12 months. If the requested period exceeds 12 months, Joule provides information for only the first 12 months of that period.	ESS
			MSS
Employee Central	View leave balance	Time types are configured by customers, so Joule is not able to recognize a user’s query regarding a specific time type, for example, view annual leave balance. Instead, Joule provides information about leave balance for all time types.	ESS
			MSS
People Profile	View birthday	Users have the permission to view the Date of Birth item under User Permissions  Employee Data  Employee Profile.	ESS
			MSS
People Profile	View department	Users have the permission to view the Department item under User Permissions  Employee Data  Employee Profile.	ESS
			MSS
			Worker
People Profile	View division	Users have the permission to view the Division item under User Permissions  Employee Data  Employee Profile.	ESS
			MSS
			Worker
People Profile	View direct manager	Users have the permission to view the Manager item under User Permissions  Employee Data  Employee Profile.	ESS
			Worker
People Profile	View display name		ESS
			MSS
			Worker
People Profile	View direct reports	Users have the permission to view the Manager item under User Permissions  Employee Data  Employee Profile.	MSS
			Worker
People Profile	View email addresses	Users have the permission to view the Email item under User Permissions  Employee Data  Employee Profile.	ESS
			MSS
			Worker
People Profile	View hire date	Users have the permission to view the Hire Date item under User Permissions  Employee Data  Employee Profile.	ESS
			MSS
People Profile	View job code	Users have the permission to view the Job Code item under User Permissions  Employee Data  Employee Profile.	ESS
			MSS
People Profile	View location	Users have the permission to view the Location item under User Permissions  Employee Data  Employee Profile.	ESS
			MSS
			Worker
People Profile	View peers	Users have the permission to view the Manager item under User Permissions  Employee Data  Employee Profile.	ESS
			Worker
People Profile	View pronouns	Users have the permission to view the Pronouns item under User Permissions  Employee Data  Employee Profile.	ESS
			MSS
			Worker
People Profile	View phone number	Users have the permission to view the following items under User Permissions  Employee Data  Employee Profile:	ESS
			MSS
		Fax	Worker
People Profile	View team's hire dates	Users have the permission to view the Hire Date item under User Permissions  Employee Data  Employee Profile.	MSS
People Profile	View title	When the Assignment Display Header is configured, users have the permission to view the Assignment Display Header item under User Permissions  Employee Data  Employee Profile.	ESS
			MSS
		Otherwise, users have the permission to view the Title item under User Permissions  Employee Data  Employee Profile.	Worker
People Profile	View timezone	Users have the permission to view the Time Zone item under User Permissions  Employee Data  Employee Profile.	ESS
			MSS
			Worker
Platform	View worker		Worker
Platform	Approve MDF workflow requests	We support approvals for both custom and predelivered MDF objects, such as Position object. To learn more about MDF, refer to What Is the Metadata Framework?.	MSS
		When the Prevent Quick Approval for Workflow permission is enabled for approvers, they cannot approve the request directly in Joule. Instead, they have to use the View Details link to open the workflow details page to approve the request.
Platform	View job profile approvals	For more information, refer to Job Profile Builder on the Home Page.	MSS
Recruiting	View job requisition approvals	For more information, refer to Recruiting on the Home Page.	MSS
Recruiting	View job offer approvals	For more information, refer to Recruiting on the Home Page.	MSS

Data Centers Supported by Joule

Joule supports the following data centers:

Region Name	Region	Infrastructure Provider	Application Identifier	Subprocessor Region
Australia (Sydney)	AP10	Amazon Web Services (AWS)	das-application!b36397	Australia
Europe (Frankfurt) EU access only	EU11	Amazon Web Services (AWS)	das-application!b7331	Europe
Europe (Frankfurt)	EU10	Amazon Web Services (AWS)	das-application!b188376	Europe
Europe (Frankfurt)	EU30	Google Cloud Platform (GCP)	sb-das-application!b7641	Europe
Europe (Netherlands)	EU20	Microsoft Azure	sb-das-application!b61066	Europe
US (Virginia)	US10	Amazon Web Services (AWS)	das-application!b170816	US
US East (VA)	US21	Microsoft Azure	sb-das-application!b18572	US
US Central (IA)	US30	Google Cloud Platform (GCP)	sb-das-application!b19666	US
Japan (Tokyo)	JP10	Amazon Web Services (AWS)	das-application!b15448	JP