> ## Documentation Index > Fetch the complete documentation index at: https://docs.stackone.com/llms.txt > Use this file to discover all available pages before exploring further. # SAP SuccessFactors Assessment through a third-party vendor > Learn how to set up and configure a third-party assessment vendor in SAP SuccessFactors for integration with StackOne. ## Overview This document outlines the procedure for configuring a third-party assessment vendor within SAP SuccessFactors and integrating it with StackOne. The guide details adding a vendor, uploading assessment packages, and customising job requisition templates to include assessment fields. Finally, it explains how to set up external event notifications to trigger assessments and utilise the StackOne Unified API to return the results to SAP SuccessFactors. ## Partner Requirements There are no formal partnership requirements for assessment vendor integration with SAP SuccessFactors. You must have access to the Provisioning Account to create an integration user and grant the necessary permissions. ### Required Permissions for Vendor Assessment in SAP SuccessFactors If you don't have access to the Provisioning Account, contact your SAP SuccessFactors customer and ask them to follow the instructions below to grant you the necessary permissions. In the Provisioning Account, create an **Integration User** and assign the following permissions to enable effective collaboration with third-party assessment vendors and SAP SuccessFactors. * SFAPI Retrieve Assessment Order Permission * SFAPI Update Assessment Report Permission * Ensure recruiting users are granted the Manage Assessment Vendors permission. * In *Provisioning > Company Settings*, enable the following options: * Enable Assessment Integration * SFAPI * Enable SFAPI Web Services * Grant the following permissions to the SFAPI integration user: * Access to Event Notification Subscription * Retrieve Assessment Order * Update Assessment Report * Enable Assessment Integration (which requires Candidate Workbench) from the Provisioning Account. ## Provider Side Setup ### Add the integration user to the SAP SuccessFactors API login exceptions list Navigate to *Admin Center > Tools > Password & Login Policy Settings > Set API Login Exceptions*, then **Add** the following information: * **Username:** Select the SFAPI integration user. * **Maximum Password Age (days):** Set to -1. * **IP Address Restrictions:** Specify the designated IP addresses or address range for the integration. ### Add your vendor and upload the assessment vendor packages Go to *Manage Assessment Vendors*, Click `Export` to download the CSV file. Add your vendor with a unique `clientId` and mark it as active by entering `Y` in the active column. Add a Vendor Select an updated file to import the Assessment Vendor List into SAP SuccessFactors. Upload a file of vendor If you do not have access to the Provisioning Account, please contact your SAP SuccessFactors customer. Provide them with the CSV file of the assessment vendor package and request that they upload it. Alternatively, you can ask them to follow the instructions below for uploading the file. Assessment vendor packages will be uploaded from *Provisioning Account > Managing Recruiting > Import/Export Assessment Vendor Packages*. Prepare a CSV file with the required columns and values, as illustrated in the image. * **vendorId:** Identifies the assessment vendor (must be the same as the `clientId`). * **packageCode:** Identifies an assessment package for the order. * **shortName:** A shortened name for the package, for use on the candidate summary page. * **Label:** The language in which the assessment is displayed. Import/Export Assessment Vendor Packages Choose the file to import the assessment vendor packages list into SAP SuccessFactors. ### Create a subscriber and set up an external event Go to the *Event Notification Subscription* page. Under the *Subscriber* tab, add a subscriber using your `Subscriber Id` and `Client Id`. Note that your `clientId` must match the one uploaded with your vendor's name in the previous step. Create a Subscriber If multiple subscribers are created using the same `client_id`, an error will occur when sending the assessment notification. Navigate to the *External Event* tab and click `+ Add New` to add a new external event. Add New external event Select the values for the specified fields: * **Event Type:** Select `rcm_assessment_alert_v2`. * **Subscriber:** Select the subscriber you created in the previous step. * **Protocol:** Select `SOAP_OVER_HTTP_HTTPS`. * **Endpoint URL:** Enter the endpoint URL, including the `externalTriggerToken` query parameter, which will be used to receive assessment order requests. ```plaintext theme={null} https://api.stackone.com/external-trigger/sapsuccessfactors_ats?externalTriggerToken= ``` The endpoint URL must include the query parameter `externalTriggerToken`, which you will receive from the StackOne Connection Hub. This token verifies requests from SAP SuccessFactors for that specific vendor. To obtain the **External Trigger Token**, please follow these steps: * [StackOne Configuration](#stackone-configuration) * [ATS User Enablement](#ats-user-enablement) * **Authentication:** Select `NO`. Setup external event Click `Save` to save the configuration for the external event. ### Manage fields for the Job Requisition template Navigate to *Admin Center* and search for *Manage Templates*. Navigate to Job Requisition template Navigate to the *Recruiting Management* tab, select *Job Requisition*, and choose the template in use for the specific job requisition, such as `Standard Job Requisition`. Go to *Recruiting* and select any specific job requisition. Specific Job Requistion Click on the `i` icon to view the Job Requisition Template. JR Info Standard Job Requisition To add or update fields, navigate to the specific *Job Requisition Template*, select `Fields Defined`, and then click `Add Standard Field`. * **Field-ID:** Select `assessment`. * **Field Type:** Select `Derived`. * **Field Label:** Enter a relevant label, such as `Assessment association`. * **Field Description:** Enter a relevant description, such as `Assessmentasso`. * **Required:** Select the checkbox to make this field mandatory, as per your requirement. This approach should only be used if you have permission to upload the Job Requisition template via an XML file; otherwise, you can add the fields manually and click `Publish`. ```XML theme={null} ``` Add a field from JR field template This `assessment` field enables the user to select a specific assessment to associate with the job requisition. ### Manage the permissions for the assessment feature To add or update feature permissions, navigate to the specific *Job Requisition Template* > *General Settings* > *Application Status Configuration*, select `Feature Permissions Defined`, and then click `Add Feature Permission`. * **Feature Permission Description:** Enter a relevant description. * **Feature Permission Type:** Select `assessmentIntegration`. * **Feature Permission Role Name:** Select `All`. * **Feature Permission Status:** Select the talent pipeline stage at which you want to initiate the assessment. You can add multiple feature permissions for `assessmentIntegration` for a specific talent pipeline stage. This approach should only be used if you have permission to upload the Job Requisition template via an XML file; otherwise, you can add the permissions manually and click `Publish`. ```XML theme={null} <\!\[CDATA\[Operators with below roles can see Assessment detail report for the applicant when the application is in Scheduled Status\]\]> <\!\[CDATA\[S\]\]> <\!\[CDATA\[T\]\]> <\!\[CDATA\[O\]\]> <\!\[CDATA\[R\]\]> <\!\[CDATA\[G\]\]> <\!\[CDATA\[Scheduled\]\]> // You can choose any stage from the options provided; for this document, we have selected "Scheduled." <\!\[CDATA\[Operators with below roles can see Assessment detail report for the applicant when the application is in New Application Status \]\]> <\!\[CDATA\[S\]\]> <\!\[CDATA\[T\]\]> <\!\[CDATA\[O\]\]> <\!\[CDATA\[R\]\]> <\!\[CDATA\[G\]\]> <\!\[CDATA\[Default\]\]> ``` After adding the feature permissions, click `Done`, and then click `Publish` to save your changes. Add feature permission from the JR template When an assessment is configured in `Default` or `New Applicant`, it is triggered when the candidate applies for the job. Immediately after applying and passing any prescreening questions, the candidate will be redirected to an assessment vendor site. After completing the assessment, the candidate is redirected back to the career site. ### Assessment fields under Job Requisition Access the specific *Job Requisition* that uses the template where you configured the Assessment in the previous steps. Hover over the job requisition title to open the Actions menu, then select `View or Edit Requisition`. Go to Actions menu To add an Assessment association row, click the `Add More Assessments` link and select the details below. add a row of fields The following fields will be visible on the job requisition: * **Status:** Select the stage where you have set up the assessment integration feature, as described in the previous step. * **Vendor:** Select the vendor, for example, `STACK_ASSESSMENT_TEST`. * **Assessment:** Select the specific assessment package to be sent to the candidate. * **Email Template:** Select the email template to be sent to the candidate once the assessment is triggered. Navigate to *Admin Center* and search for `OData API Metadata Refresh and Export`. OData API Metadata Refresh and Export Click the `Refresh` button next to Cache. Refresh button ## StackOne Configuration Go to the ATS category on the *Integrations* page and enable SAP SuccessFactors. Activate SAP SuccessFactors Fill out the required fields in the **SAP SuccessFactors - Configuration** modal: * **Authentication Type** - Select `Client Application`. * **Integration Category** - Select `Assessments`. Activate SAP SuccessFactors Click `Confirm` or `Save Changes` to enable the SAP SuccessFactors integration, allowing end-users to link their accounts via the StackOne Connector Hub. Navigate to the *Webhooks* page, click `Add webhook`, and complete the form: * **Name:** Enter a recognisable name for your webhook. * **URL:** Enter the URL where the webhook will send notifications of enable events. Add Webhook form Enable the webhook event from the `Events` tab for Assessment, such as `Assessment Order`. Select webhook events ## ATS User Enablement Users can obtain an **External Trigger Token** if they wish to use a different token from another StackOne project. Users can then update the `externalTriggerToken` in the query parameter of the endpoint URL. Please refer to these steps. Navigate to the *Accounts* page or the StackOne Connector Hub to link your SAP SuccessFactors account with StackOne. Link SAP SuccessFactors account You will receive the `External Trigger Token`, which must be passed as a query parameter with the endpoint URL when setting up the external event in SAP SuccessFactors, as outlined in the previous steps. External Trigger Token ## ATS User Experience Navigate to the relevant *Job Requisition*, hover over the requisition title to open the Actions menu, and then select `View or Edit Requisition`. Go to Actions menu Users will see the option to add an Assessment association row. By clicking `Add More Assessments`, users can select the details. add a row of fields The following fields will be visible to users on the job requisition to associate an assessment with it: * **Status:** Select the stage where you have set up the assessment integration feature, as described in the previous step. * **Vendor:** Select the vendor, for example, `STACK_ASSESSMENT_TEST`. * **Assessment:** Select the specific assessment package to be sent to the candidate. * **Email Template:** Select the email template to be sent to the candidate once the assessment is triggered. Navigate to *Admin Center* and search for `OData API Metadata Refresh and Export`. OData API Metadata Refresh and Export Click the `Refresh` button next to Cache. Refresh button Go to the `Candidates` tab located within the Job Requisition section. job requisition candidate tab You will receive the list of candidates who applied for the job. Move candidates to the stage where you previously configured the assessment, as described in the steps. Job requisition talent pipeline If you see the message below in the candidate's application, the assessment will not be sent.
⚠️ **Non Applicant**
**This candidate has been forwarded to this job by \[recruiter] and added to this job but has not yet applied for it.** The assessment will only be sent to the candidate when they apply for the job. The assessment will be sent to the candidate automatically when they are moved to the assessment-configured stage in the talent pipeline. Take Actions menu The `Initiate Assessment` option under the `Take Actions` menu will only be visible if the assessment fails to send, allowing it to be re-initiated. ### Send the test to the candidate from SAP SuccessFactors