Setup
Initial Set-Up Guide: New API User
Create the CodeBot Role in SuccessFactors. Typical names are “CodeBot Role” Reference CodeBot Permissions Document to find all the necessary permissions for CodeBot functionality. Create the CodeBot Group in SuccessFactors and assign CodeBot Role to that Group Typical names are “CodeBot Group” Add the CodeBot user to Manage RSome readersIP Restrictions for API User
Go to Password and Login Policy Settings Click Set API login exceptions (https://downloads.intercomcdn.com/i/o/948432656/95062c931c93b3fe8Some readersProxy Server
CodeBot for SAP SuccessFactors is a tool designed to automate and streamline workflows for various tasks within a system. By default, CodeBot uses random IP addresses to log into the system and execute tasks. However, some companies impose security measures that restrict access to their systems from unknown or random IPs. This creates a challenge for customers who need to use CodeBot but face difficulties due to these security restrictions. To overcome this obstacle, CodeBot introduced a proxyFew readersCodeBot Role Permission Ver 1.0
The following Role Based Permissions (RBPs) are required to be granted to the CodeBot user for the respective modules. CodeBot Employee Central Permissions Manage Foundation Objects Import Foundation Data Access Manage Organization, Pay, and Job Structures page Import/Export Corporate Data Model Import/Export Country/Region-Specific XML for Corporate Data Model Employee Central API Employee Central Foundation OData API (read-only) Employee Central HRIS OData APIPopularStarting with CodeBot
There are 6 parts to the CodeBot orientation process. If easier, feel free to use this form to share information with the CodeBot team. Picking a Company Admin The Company Admin adds users, sets user permissions, and adds instances. Typically, the Company Admin for CodeBot also has some admin permissions for SAP SuccessFactors. Our recommendation is to have multiple Company Admins. Company Admins can changeSome readersAdding an Instance Full Process Instructions
Video tutorial here: https://www.youtube.com/watch?v=JNhKBeVtwO8&t=2s PART ONE - In SAP SuccessFactors, please create the following. Create a CodeBot Role - the typical name is "CodeBot Role" Permissions here: https://help.sfcodebot.com/en/article/codebot-role-permission-ver-10-kn05ex/ Create the CodeBot Group - the typical name is "CodeBot Group" Create the CodeBot user - the typical user name is "codebotuser" Set API User login exceptions for IP Address restrictionsSome readersIAS SSO Configuration for CodeBot
To run executions in SAP SuccessFactors environments that are SSO via IAS, please have your IAS admin see the instructions below... Select Corporate Identity Providers from the left navigation. Create New IDP, and Provide Name (https://storage.crisp.chat/users/helpdesk/website/f4f7a9031a674PopularManage OAuth 2 Instructions for OData
Manage OAuth 2 Instructions for API KEY and pem Certificate. Navigate to Manage OAuth2. Register Client. (https://storage.crisp.chat/users/helpdesk/website/1e10b18933448e00/78Some readers
Troubleshooting & Understanding Errors
Workbook "Stuck"
In this article, you will get to know about a situation where your workbook gets "Stuck". The reasons are mentioned below: 1. AWS (Amazon Web Services) or Office 0365 or Google sheet Outage: This can be a reason for Stuck Workbook as the bot works with Amazon, so this can happen whenever there is an outage. Another reason can be office 0365 outage, or Google sheets outage. However, you will be notified about that. 2. CodeBot under maintenance: The second reason canFew readersHow to Update Your IAS URL for CodeBot: A Step-by-Step Guide
When working with CodeBot for SAP SuccessFactors, it is essential to ensure that your IAS (Identity Authentication Service) URL is correctly configured to avoid any unexpected redirects. If you find yourself being redirected to the ‘’Profile Management’’ page during an iteration, it’s a clear sign that your IAS URL needs to be updated. This article will guide you through the process of updating the IASFew readersNew Error Statuses for CodeBot
(https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/screenshoFew readersTroubleshooting Access to SuccessFactors Instance via CodeBot with Super Domain
Issue Overview: When attempting to access your SuccessFactors instance through SF CodeBot using different URL. One may encounter issues such as: Being unexpectedly redirected to the login page or dashboard after login attempts. Receiving permission errors in the logs, even though it can be accessible manually to navigate to the intended screen. These issues generally occur because the URL being accessed by CodeBot is incorrectly configured or outdated. In particular, the system mayFew readersPopup (No records set to Pending)
CodeBot for SAP SuccessFactors is a powerful tool specifically designed to help customers automate their configuration processes efficiently and effectively, all without the need to log into their instances. This feature is particularly beneficial for organizations that require a streamlined approach to managing their configurations, allowing users to focus on more strategic tasks rather than the intricacies of manual updates. When you are preparing to add data from a workbook to your SAP SucceFew readers
Knowledge Base
MFA (Multi-Factor Authentication) for S-ID/Universal ID/IAS
Multi-factor authentication (MFA) is a multi-step account login process that requires users to enter more information than just a password. For example, along with the password, users might be asked to enter a code sent to their email, answer a secret question, or scan a fingerprint. This article will you help you in setting up MFA. log in to your SAP instance by entering your credentials. (https://storage.crisp.chat/users/helpdesk/website/b578874a13583000/36d6afcd-4fea-4e37-ad3PopularChange SuccessFactors Instance Language
Differences in language settings can potentially lead to errors when generating a workbook. To prevent such errors, we recommend adjusting your instance's language to a common option. The following steps outline how to modify the instance language: Step 1. Login to your SuccessFactors instance and navigate settings under profile. Step 2. Once you are in settings, click on "Change Language"Some readersCodeBot SSO and General Log-In Information
Please see the attached document for all the various SSO and IAS setups that CodeBot can accommodate. NOTE: if your environment has a different login procedure than seen below, please meet with our team and we will help set up CodeBot. Attachment icon CodeBot SSO Explained (1).pptxSome readersCodebot MFA Setup using Microsoft Authenticator
To set up Multi-Factor Authentication (MFA) using the Microsoft Authenticator app, follow these steps: Download the Microsoft Authenticator App: Ensure you have the Microsoft Authenticator app installed on your mobile device. You can download it from the App Store (iOS) or Google Play Store (Android). Open the App: Launch the Microsoft Authenticator app on your mobile device. Add a New Account: Tap the '+' icon in the upper right corner of the app to add aSome readersConfigure Codebot SSO in Successfactors Provisioning
Access to Successfactors provisioning, click on SSO settings. Select For SAML based SSO:Some readersSSO Access to CodeBot Platform
This form gives our team all the info we need to set up the SSO process for both logging into CodeBot, as well as running executions in SAP SuccessFactors from CodeBot. Please note, often the client IT department needs to be involved in these steps. We have added instructions to the form to help this process along. Link to the form and screenshots are attached below. (https://codebotforsapsuccessfactors.formstack.com/forms/sso) (https://storage.crisp.chat/users/helpdesk/Some readersSetting UP MFA in CodeBot
Setting up multi factor is easy in CodeBot. Here are the steps: Enter your username and password and click submit, this will redirect you to the MFA page where you will see a QR code. Scan that QR code in your phone's google authenticator or Microsoft authenticator. On your google authentFew readersWhitelisting Microsoft 0365
This article aims to offer comprehensive guidance on the process of whitelisting Microsoft 0365 to ensure seamless functionality within your organization. Whitelisting is an essential step in maintaining network security while allowing specific applications and services to operate without interruption. If you come across an error message while using Microsoft 0365, it may indicate that certain domains are being blocked by your network’s security settings. In such cases, it is important to takeFew readersHow to Whitelist the Crisp Chatbox for Enhanced Customer Support
To ensure that your customers can access the Crisp Chatbox without interruptions when using CodeBot for SAP SuccessFactors, it is essential to take proactive measures by whitelisting Crisp on your network. Refer to the Article below: https://help.crisp.chat/en/article/how-can-i-whitelist-crisp-servers-wobj05/Few readersCreation of long IAS URL
When we are in the process of creating the URL, it's important to consider the existence of an Identity Provider (IDP) such as Azure or Okta. For instance, if we have a setup involving Azure to Identity and Access Services (IAS) to Salesforce (SF), or Okta to IAS to SF, we can generate this URL. By using the appropriate credentials, including the password, we will be able to access the IAS. The URL is broken down as follows: https://avb08tmnq.accounts.ondemand.com/saml2/idp/ssosp=https://www.sFew readers
Company Admins
Company Admin Manual
Admin Manual Companies- Companies are client organizations. In CodeBot, the company creates a specific environment for users and instances, as well as workspaces and iterations. The Company Environment is 100% self-contained: users, instances, workspaces, and iteSome readersAdding an Instance in CodeBot (Link to form)
If you are a Company Admin, you can add the instances yourself in the Admin Center. This video provides instructions on the process: Adding an Instance as a Company Admin If you are not a Company Admin, you can either request the instance from your company admin, or fill out the form below: Please note, after submitting the form, the instance will be ready in 2-10 business days. https://codebotforsapsuccessfactors.formstack.com/forms/addingSome readersAssigning Upgrade Workbook Permissions
In this article you will learn how to assign permissions to a user as a company admin. Step 1: Navigate to the Admin dashboard, select users. (https://downloads.iSome readersReport By Iteration - For Company Admins
As a Company Admin, you can view all the executions along with their hours. First, navigate to the ''Admin Dashboard'' and click on ''Report by Iterations'' Choose the relevant options from the dropdown menus, input the required dates, then click search. You'll then see the total hours displayed as shown below. (https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image11uvSome readersAdding a User in your CodeBot Account
With the help of CodeBot for SAP SuccessFactors, add new users quickly. Below is the form attached for your reference. This form allows you to add new users and clearly set their permissions. https://codebotforsapsuccessfactors.formstack.com/forms/adduser (https://downloads.intercomcdn.com/i/o/740583134/806ee27Few readers