SAP SuccessFactors 2H 2022 What’s New in Performance Management

SAP has announced the latest updates and changes for SuccessFactors for the second half of 2022.

Preview release was on October 28 and production will be released December 9. You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

For tips on how to manage a release, check out our blog here

Highlights are identified by module and the type of change.

Universal- for modules enabled, universal means no steps are required to have access to the new functionality. These features are automatically made available.

Admin Opt-In – the admin must enable the new feature, usually in Admin Tools

Admin Opt-Out – the admin must disable the new feature, usually in Admin Tools

Provisioning Opt-In and Opt-Out require a Partner or Product Support request
For your convenience, we’ve summarized the highlights of what’s new for 2H 2022 Performance Management below.

Latest Goal Management

The updates are for the latest Goal Management are admin opt-ins. The new features are described below. These features are also now available in iOS and Android mobile apps.

General Availability – Admin Opt-Ins

Copy Goals from Goal Plans using the latest Goal Management

Users can now copy personal goals from their own goal plans as a new option to create goals.

Requirements to use this feature include:

  • The TGM/CDP Goal Transfer Wizard feature is enabled
  • The create permission is granted in XML configurations
  • The write permission for goal fields is granted

Leave Comments on Goals when using the latest Goal Management

Users can now add, edit, or delete comments on their own goals or those of their direct reports. In legacy Goal Management, comments are shown in the goal list or on the goal editing page.

Copy form Goal Plan

In the latest Goal Management, the updated comment feature is supported and comments are shown on the goal details page.

Comments Section on Goal Details

Comments can also be managed in Performance Management forms, 360 Reviews forms, and Career Development.

Team Goals Now Available when using the latest Goal Management

Users can now create, manage, and be assigned team goals in the latest Goal Management.

Users may:

  • Create, edit, or delete team goals
  • Access team goals from their own goal plan
  • Assign/unassign team goals to people from their team or people found via search
  • Share/unshare team goal ownership with others
  • If configured, users can manage team goals assigned to them in Continuous Performance Management.
Team Goal Landing Page

Users can also manage team goals assigned to them in Performance Management forms, 360 Reviews forms, and Continuous Performance Management.

Group Goals are no longer supported.

These new features are available in iOS and Android Mobile Apps as well.

Performance Management

The majority of the performance management updates involve Multi-Rater 360 forms and Calibration. However there are a few goal and performance related updates that we will begin with.

General Availability – Universal Updates

SMART Goal Wizard not available when using the latest Goal Management

It will not be possible to use the SMART Goal Wizard when adding a goal to a performance form. This feature currently is not supported. Even if you enable the SMART Goal Wizard setting in Form Template Settings this option will not appear when adding a goal.

Enhanced OData Entities for Querying Development Goal Sections on Forms

You can now use APIs to query development goal sections and goal items on Performance Management forms. The FormContent, FormPMReviewContentDetail, FormObjective, FormObjectiveDetails, and FormObjectiveSection APIs. Previously these APIs were used to query performance goal sections and goal items only

General Availability – Admin Opt-In

Confirmation prior to Sending Forms

When users send a form, a message popup appears and allows them to confirm the action.

In the advanced settings for the template, there will be a new option to enable the new experience as seen below.

New Setting Available

A pop-up will appear for a user that is sending a form back or forward a step to allows the user to confirm the action. It is also applicable when signing a form, rejecting form or sending a copy of a completed form.

In the route map on the form, clicking Actions in the current step, will display a dropdown list.

Actions on Route Step

Selecting the action will cause a pop-up to display.

Confirmation Pop-up

Continuous Performance Management

General Availability – Universal

Updated Character Count for Continuous Feedback Topic Field

In the previous version, when users chose the “send” button on a form, a confirmation page appeared.

The character count for the Continuous Feedback topic field to 200 characters.

Replacement of Continuous Performance Management Legacy Version with the Continuous Performance Management Latest Version

The legacy version of Continuous Performance Management (CPM) will reach End of Maintenance on May 20, 2022 and will be retired as of May 24, 2024. The replacement is the latest version of CPM, initially released in 2H 2020, that is currently available in the Upgrade Center. If no action is taken, your company will be automatically upgraded to the latest version after the retirement date.

General Availability – Admin Opt-Ins

New Quick Action to Give Feedback on the Latest Home Page

Employees can now choose to Give Feedback from the Quick Actions section on the latest home page.When the Give Feedback is selected, the user can search and select one person, input a topic, and provide feedback to the other user.

Give Feedback from Quick Actions

Once selected, the user may select the person, feedback topic, and questions.

Selections for Feedback

OData v4 API Continuous Feedback for the Latest Version of Continuous Performance Management

You can now use the Continuous Feedback OData v4 API with the latest version of Continuous Performance Management.

The OData v4 API for Continuous Feedback has been added to support third-party integrations and extensions for the latest version of Continuous Performance Management (CPM).

Calibration

General Availability – Universal

Remove Subjects from Calibration Sessions

There is a new admin tool, Remove Subjects from Calibration Sessions, used to search for the sessions where an employee has been included as a calibration subject.

When the employee is included in many sessions, you narrow down the search results by selecting a calibration template name. Then, only the sessions created with the specified template are listed.

Remove Subjects from Calibration Sessions

General Availability – Admin Opt-In

More Gender Values in Calibration Views

Male and Female were supported for visualization in Calibration Views. Now there are the other three standard values: Unknown, Undeclared, and Others.

The gender icon is displayed next to the employee’s name. When the gender of an employee hasn’t been specified in the system yet, it will be indicated as No Selection.

Gender Icons

The gender bars in the matrix grid view are now rendered in different colors:

  • Male: Violet
  • Female: Green
  • Undeclared: Blue
  • Unknown: Dark Blue
  • Others: Red
  • No Selection: Grey
Matrix Grid View

Enhancement to Guidelines Enforcement During Mass Finalization

There are more guidelines enforcement scenarios that are supported when you finalize multiple sessions at one time.

  • More than one rating is included in a guideline defined with a rating group
  • An operator other than “=” is configured in a guideline defined with a rating range
  • Not all ratings have a guideline

No longer are guidelines enforced only when finalizing an individual calibration session. With the latest release, multiple sessions can be finalized as long the distribution of subjects doesn’t meet one of the above-mentioned definitions. Distributions would need to be adjusted in order to finalize all of the sessions.

Previously, these guidelines were enforced only when you finalized individual sessions.

360 Reviews

There are several updates for 360 Reviews. Highlights are described below.

General Availability – Universal

Hide Route Map on 360 Reviews Forms

Similar to PM forms, a route map may be collapsed on the form.

This is done through the advanced settings of the 360 Review template by selecting “Hide Route Map on the Form”. Once enabled, when viewing the form, clicking on Hide Route Map will hide the route map from view on the form.

Visible Route Map

Clicking on Hide Route Map will collapse the route map from view on the form.

Click Show Route Map

Hidden Route Map

Required Fields Marked on 360 Reviews Forms

Fields defined as required are now identified with red asterisks on forms in the Evaluation stage. This now matches how required fields display in PM forms.

Updated Messages for Users Approving or Routing Forms Using Unsupported Tools

In the Approve Form or Route Signature Stage Form tool, once users enter document IDs and chose the buttons to approve or route forms, they weren’t informed that these tools don’t work for 360 Reviews forms.

Now if a user tries to approve or route 360 Reviews forms using unsupported tools in Admin Center, a message will display reminding them that these tools aren’t supported and are shown the correct tool to use.

Messaging when Routing using Unsupported Tools

“competency-filter” Attribute Supported in 360 Reviews Forms

The competency-filter attribute can be used to control what competencies users from different participant categories can view and rate on 360 Reviews.

Within the meta-cat element in the meta section of the form XML, define different participant categories in order to:

After the form is launched, in the Show Assignments dialog, participants belonging to the categories allowed to rate a competency are automatically selected for that competency. However, users can still select any competencies for a participant that weren’t initially included in the competency-filter defined for the participant’s category.

If a participant’s category is changed in the Modify stage, the participant’s competency assignment will be automatically updated to comply with the new category’s competency-filter.

If a participant is added in the Evaluation stage, the participant’s competency assignment will follow the competency-filter defined for the participant’s category.

If a competency is added to the form, filters including or not including this competency will apply to related competency assignments.

Disable Page Setup When Printing 360 Reviews Forms

It is now possible to prevent a user from specifying to print the Summary View or 360 Executive Review form. Instead the form will be printed in its entirety.

In Form Template Settings there is a new option – Disable Page Setup. When enabled, users aren’t allowed to specify the sections to print and the entire form will print.

Print Setup without Section Option

Show Behaviors in Summary Section by Enabling Rate-by-Behavior

When behaviors are associated with competencies, it is now possible to show behavior names and ratings in the Summary section.

To enable rate-by-behavior, set use-behavior to true and behavior-mode-opt to 0. In the Summary section, add the show-behaviors-in-summary element.

Purge Data of External Users in 360 Reviews

There is a new purge request, DRTM 360 Reviews – External User Purge used to delete data of external users no longer needed in 360 Reviews forms.

The External User Purge for 360 Reviews can be defined by the following purge rules.

  • A specified number of days have passed since the user declined a form
  • A specified number of days have passed since the user submitted a form
  • A specified number of days have passed and the user hasn’t responded to a form
  • A specified number of days have passed since the user who has never been involved in any form was added to the system

To successfully purge a user’s data who has multiple 360 Reviews forms, each form must satisfy one of the first three criteria.

360 Reviews External User Purge Request

Deprecation of 360 Reviews v11 Version

The 360 Reviews v11 version will reach the end of maintenance on May 19, 2023 and will be deleted on November 17, 2023.

360 Reviews v11 Version is being depreciated because 360 Reviews – SAP Fiori Version is generally available and includes the majority of features and functions that were available in 360 Reviews v11. In addition the SAP Fiori version has an enhanced user experience and updated visualizations.

If you’re using 360 Reviews v11 Version, please migrate to 360 Reviews – SAP Fiori Version.

Career Development

There are a few universal updates for Career Development that are reviewed below.

Career Worksheet – General Availability – Universal

Enhanced Competency Gap Graph in Career Worksheet

Previously, the gap graph was shown only when a competency had both a last rating and expected rating. With the latest release, if a competency has either a last rating or expected rating, a horizontal bar graph for ratings is shown below the competency.

In the example below, the competency has an expected rating shown in blue with no last rating.

Gap Graph

In the previous version, no horizontal bar graph was available if both ratings were not available.

Career Worksheet – General Availability – Admin Opt-Ins

Career Explorer Now Generally Available

Previously, Career Explorer was only available for customers in an Early Adopter Care (EAC) program. It is now generally available.

Career Explorer recommends career opportunities to employees based on the career paths of people who are similar to them in the organization. It provides a means for employees to find relevant opportunities in their organization outside their hierarchy, career moves of people who are similar and paths that they may not have considered.

For a recommended role, an employee can expand the card to see a career path in a lineage chart and view job profiles and recommendation reasons. The role may be added to Career Worksheet to do gap analysis for personal skills, or dislike the role to further personalize subsequent recommendations.

Recommended roles are refreshed every two weeks or when there are enough delta changes to the data. This allows employees to visit the Career Explorer page regularly to explore new recommendations.

Career Explorer Page

Mentoring – General Availability – Universal

Country/Region Picklist Available for Mentoring Matching Questions

A “Country/Region” picklist is now available in the question category to use for automatic matching. Matching rules can be created to allow mentees to define their preferred country/region when signing up for a program, and mentors’ country/region information is pulled from their profile data.

Country/Region Picklist for Mentoring

Mentoring Program Available in Cross Domain Table Reports

Mentoring Program is now available as a domain in Cross Domain reports in Table reports. This can be used with Performance Management, Goal Management and Employee Profile domains to gather mentoring program related data.

In Conclusion

We have now covered the highlights of the PM related updates for 2H 2022.

Do you need help managing your SuccessFactors Release cycles?  Download our support services brochure or email info@worklogix.com to see how we can help.

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