H2 2020 SAP SuccessFactors Performance Management Release Updates

What’s New

There are new universal and admin opt-in features in the H2 2020 Performance Management release along with a large number of universal features. We will start with what’s new. There are two admin opt-in updates and two universal 360 related updates.

New Admin Opt-ins

There are two new admin opt-ins available and we will look at them both.

Latest Version of Goal Management

The latest version of Goal Management provides users with an upgraded user interface with a comprehensive view of goals and development goals. This streamlined tool also enables access to the latest version of Continuous Performance Management (CPM) to create and view linked activities.

A notable change is combining performance goals and development goals within the navigation menu. Development goals now appear as a tab within Goal Management. An example is shown below.

Development Plan Tab

For both plans, the view is cleaner and more visually appealing. Goals are more prominently displayed and may be viewed by status as well. You can see what the new goal plan looks like below.

Linked achievements for the latest version of Continuous Performance Management (CPM) may be viewed here rather than having to go out of the goal plan and navigating to CPM. Activities can be added directly to goals and linked activities may also display. An example of activities tied to a goal is shown below.

Linked Goal Activities

For managers, the new look is especially helpful. It is easy to navigate to direct report’s plans or any other users in their target population. An example the manager’s goal plan view is seen below.

Manager View of Goal Plans

Job Profile Builder Support for Writing Assistant and Coaching Advisor

The other new admin opt-in feature pertains to competencies when Job Profile Builder (JPB) is used. Previously, to use Writing Assistant and Coaching Advisor for competencies in a performance form, the Teasers and Tunings were added to a competency library via an import file in Provisioning.

Now this task may be accomplished in the UI with the tool “Manage Writing Assistant and Coaching Advisor“. This update fills a gap between JPB and Job Description Manager. Within this tool, a competency library overview page will display. After selecting the library and finding the competency to update, teasers and tunings can be added to the performance details. An example is shown below.

Adding Teasers when JPB is Enabled

This new feature enables users without Provisioning access to create and modify the writing assistant and coaching advice content.

New Universal Updates

There are two new universal updates for H2 2020 both for 360 Reviews.

Advanced Search of Universal People Search Available in 360 Reviews – SAP Fiori Version

Advanced Search of Universal People Search is now available for 360 reviews. When searching for employees, when the “Find Employee” dialog box appears, there will be advanced search options. This search can be used in the “Add Participants” dialog box, in the “Send a Copy” dialog box and in the “360 Executive Review” page. The updated search screen is displayed below.

Advanced Search of Universal People Search

Detailed 360 Report in 360 Reviews – SAP Fiori Version

There is a revised version of the Detailed 360 Report. It has cleaner and easier to read layout. An example is shown below.

Detailed 360 Report

The settings are now housed at the top of the report and fonts are bigger and brighter for the gap values. Comments are more visible and appear beside ratings.

There is a radar chart to display competencies and ratings on the Graphical Summary tab. The print set up dialog box now offers an option to print specific views.

Admin Opt-in Updates

There are three admin opt-in updates available: New Competency Picker in Forms, Qualtrics Surveys for Steps in Performance Reviews and Customized Labels for Calculated Rating and Manual Rating in Customized Weighted Rating Section. Since there are sever

New Competency Picker in Forms

This opt-in is available when Job Profile Builder (JPB) is enabled and is used when adding competencies to a performance form. The new competency picker is used on PM forms to find competencies to add. Competencies can be found using a hierarchy structure and a search option. Competences can be selected by competency library or job roles and using keywords search. An example is shown below.

Add Competencies

Qualtrics Surveys for Steps in Performance Reviews

If you are using Qualtrics surveys in your performance process, the current version only allows the survey to appear after the employee signature step. In the new version, you may select which steps and for which roles the survey should display. The survey can be used for single role, iterative, and collaboration steps.

Customized Labels for Calculated Rating and Manual Rating in Customized Weighted Rating Section

The labels for the calculated rating and the manual rating in the Customized Weighted Rating section can now be customized using an XML file. In the previous version, the labels for the calculated rating and the manual rating were hardcoded as Calculated Form Rating and Overall Form Rating.

Universal Updates

There are several universal updates for Performance Management. Many revolve around the Customized Weighted Rating Section of a performance form. We will look at these but first we will look at the other universal updates.

Message to Remind Users Before Removing Signers

In a performance form that allows for a signer to be removed, there is now a reminder in the Remove Signer confirmation pop-up. The message is to remind users that by removing a singer, the form automatically routes to the next step. If that is not the user’s intent, they need to add a new signer before removing the current signer. An example of the new reminder is shown below.

Message Added to Remove Signer

New Feedback Data in Goal Plans

Feedback from Continuous Performance Management (CPM) is now available to display in performance and development goals plans. The CPM achievements column for a goal currently shows the count of achievements tied to a goal. With the latest version of CPM, achievement related feedback will also display. In the CPM achievements column, clicking on the count will now display the feedback topic title along the topic title and three sets of questions/answers from the Achievements tab.

New Feedback Data in Performance Management Forms

The CPM achievements column in the performance and development goal sections of a PM form currently shows the count of achievements tied to a goal. With the latest version of CPM, achievement related feedback will also display. In the CPM achievements column for a goal, clicking on the count will now display the feedback topic title along with the three related feedback question/answers.

If any achievements or feedback is deleted in CPM, the data is also deleted from PM forms, including completed forms.

You can check out my blog on the H2 2020 CPM Release Updates to see what else is new.

The remaining universal updates that we will discuss pertain to a very specific summary section of a performance form: Customized Weighted Rating.

Removal of Enable Customized Rating Calculation from Form Template Settings

Enable Customized Rating Calculation” no longer appears in Form Template Settings as seen in the example below.

Current Method to Enable Customized Rating Calculation

Enable Customized Rating Calculation” was a prerequisite to enable the calculation.

In the new version, simply adding the Customized Weighted Rating section to a form template acts as the prerequisite to enable the calculation of the overall customized weighted rating.

Enable Customized Weighted Rating

The business rules that trigger the calculation must also be configured.

Rating Scale for Customized Weighted Rating Section

In the previous version, the rating scale for the Customized Weighted Rating section used the same rating scale as the other rating section. In the new version, the Customized Weighted Rating section has its own rating scale.

“Unrated” and “Too New to Rate” in Previous Ratings of Customized Weighted Rating Section

In the previous version, “Unrated” and “Too New to Rate” were not in the Previous Ratings table of the Customized Weighted Rating section of a PM form and just displayed as 0. In the new version, “Unrated” and “Too New to Rate” are displayed in the Previous Ratings table of the Customized Weighted Rating section and both are ignored in the calculation of the overall customized weighted rating.

Allow Override of Unrated Manual Rating for Customized Weighted Rating Section

In the Customized Weighted Rating section of a form template, there is now the option to override the unrated manual rating. The option, Allow Override of Unrated Manual Rating has been added so this summary section can work like the others as seen in the example below.

Allow Override Unrated

In the previous version, the unrated manual rating displayed as Unrated. In the new version, the unrated manual rating can be overridden by the calculated rating.

Too New to Rate in Customized Weighted Rating Section

Like the other summary sections, there is now the option to provide a label to explain why an employee is not rated. An example using the current summary section is displayed below.

Unable to Rate Label

The summary section example above shows the Unable to Rate field will be available as an option in the Customized Weighted Rating section of a form template.

Calculated Rating from Customized Weighted Rating Section in Ad Hoc Reports

If you are using the calculated rating in the Customized Weighted Rating section of a form template, ad hoc reports use the unadjusted calculated rating from the performance template summary section instead. An example of creating an ad hoc and selecting rating columns is shown below.

Unadjusted Calculated Overall Performance Rating

In the new release, when creating an ad hoc report, when this same field is selected, the Unadjusted Calculated Overall Performance Rating from the Customized Weighted Rating section is used. This means reporting will accurately reflect the ratings in the performance forms. This is especially important when the template has both the Summary section and the Customized Weighted Rating section. The calculated rating from the Customized Weighted Rating section overrides the unadjusted calculated rating from the Summary section.

Customized Weighted Rating Section and Ratings Displayed in En Route Folder

In the prior version, when a form with the Customized Weighted Rating section was in the En Route folder, this section’s ratings were not in sync with the in-progress form. In the new version, the Customized Weighted Rating section section of a form will display in the En Route folder and will be synced with the in-progress form. The Previous Ratings table of the section will contain the ratings from the previous steps for the login role and by other roles.

Calculated Rating from Customized Weighted Rating Section in Bin View

There is a another feature available when a calibration template is based on a performance form template that contains a Customized Weighted Rating section. Currently, when the data source for a calibration template is a performance form template with this summary section, either the manual or the calculated rating can be calibrated.  However, the calculated rating cannot be displayed in the Bin view of a calibration session.

With the latest release, the calculated rating from the Customized Weighted Rating section may display in the Bin view if this calculated rating comes form a PM form and the “Show calculated rating in addition to manual rating (only applicable to Bin view)” setting is enabled. An example is displayed below.

Calculated Rating Option for Bin View

Label for Rating Scale Scores in Previous Ratings of Customized Weighted Rating Section

In order to get a clear picture of what the numeric rating means, labels are now visible. In the previous version, the ratings in the Previous Ratings table in the Customized Weighted Rating section were displayed only as numeric values.

An example is shown below.

Numeric Rating in Prior Version

In the new version, the ratings in the Previous Ratings table of the Customized Weighted Rating section are displayed as numeric values with corresponding text labels. If rating numeric values are mapped to labels in the manual rating scale, the label display next to the rating’s numeric value. If no labels were mapped, the rating will continue to just display its numeric value.

And example is shown below.

Customized Rating Section with Rating Labels

There is a checkbox in the form template for this section: “Hide numeric rating values (only show text labels)” similar to other summary sections.

If a rating’s numeric value is mapped to a certain label for the manual rating’s rating scale scores, the corresponding label can be displayed next to the rating’s numeric value in the Previous Ratings table. Otherwise, the rating is displayed as its numeric value.

There is an added checkbox for this form section in ” Manage Templates“. There is the option to hide numeric rating values and only show text labels.

Customized Weighted Rating Section in Print and Save as PDF

In prior versions, the section calculated rating details were not displayed in the printed or saved performance form. Now the calculated rating details of the Customized Weighted Rating section of a performance form will be included in the printed or PDF version of the form.

To Learn More

All in all, there are over 20 items being changed or enhanced in this release for Performance Management and we didn’t cover every detail here.  For more information, check out the What’s New Viewer here.

Do you need help managing your SuccessFactors Release cycles?  Email info@worklogix.com to see how we can help!

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