Scope of Work

This guide will help you integrate Grayscale with SAP SuccessFactors with your new AI Assistant.

Integration Steps

Configure SMS Consent Management
Assign Permissions to Integration User
Create Job Application Template Report
Customize AI Assistant Design

Configure SMS Consent Management

Search for and select Manage Templates
From the Recruiting Management tab, select Candidate Profile
Click on the name of the profile template you want to edit
On the main Template Settings page, scroll to the bottom of the screen. Select the button {N} Fields defined. Click to modify
Add a new Custom Field – collect values for Field ID & Picklist ID (make note of case structure)
1. Field id: Grayscale_sms_consent
2. Field Type: picklist
3. Field Label: [Enter SMS Consent Question Verbiage]
  1. Example:
    “Would you like to opt-in to receiving text messages from the recruiter for this role in relation to the hiring process – such as interview requests, reminders, etc.?
  2. For more examples, see SMS Consent Question Examples
4. Field Description (optional):
  1. Example:
    "Note: Selecting “no” will not eliminate you from consideration for this role. Message frequency may vary. Message and data rates may apply, depending on your mobile phone service plan. At any time you can get more help by replying HELP to these texts, or you can opt out completely by replying STOP. Privacy Policy (link) | Terms of Service (link)"
5. Required: True*
  1. *Our recommendations on configuring this field is to mark this field required – but can be left optional if it would otherwise disrupt your existing workflow.
6. Anonymize: False
7. Is Sensitive: False
8. Picklist id: Select an appropriate Yes/No picklist option for your organization
Click Done
From the top menu bar, click Publish
Confirm the changes by clicking Yes

Note: Some warnings may be displayed relating to the existing profile configuration, but the changes will have been applied.

Assign Permissions to the Integration User

To ensure Grayscale has access to the required data, assign specific permissions to the integration user in SAP SuccessFactors. You can either create a new user or if you already have a Grayscale Integration User you can add the permissions there.

Create or Select a Role
- Go to Admin Center > Manage Permission Roles.
- Create a new role (e.g., “Grayscale Integration”) or select an existing one.
Assign Permissions
Within the role, go to Permissions and locate the permissions under their respective categories as outlined below

User Permissions
Recruiting Permissions	OData API Application Create OData API Application Update OData API Application Export OData API Candidate Create OData API Candidate Export OData API Candidate Update OData API Interview Central Create/Update OData API Requisition Export OData API Application Create and Update Validation Bypass for Required Fields Candidate Tagging Permission
Administrator Permissions
Employee Central API	Employee Central Foundation OData API (read only)
Manage System Properties	Picklist Management and Picklists Mappings Set Up

Create Job Application Template Report

In SAP, navigate to Reporting
Click New > select Table
Choose Single Domain > select Recruiting V2
Enter Report Name: Job Application Templates > click Save
Select Columns from the top progress bar > click Select Columns
Select Application Templates > add the following columns > click Done
1. Application Template ID
2. Application Template Name
Click Save > Generate
Download CSV > click Close