Find out ways for an admin to prepare for the launch of yearly performance forms to make it a more meaningful experience for everyone.
The biggest piece of advice; advanced planning is key! Make sure you include the right people in the decision making process early on to improve your performance review process.
You will need to understand the specific performance management needs of your organization. It is imperative to align with the business processes in order to have a successful performance evaluation cycle.
Preparation for the New Plan Year
Set the timeline for the Performance Cycle
Decide on the date range that performance is being evaluated on. Is it based on calendar year, fiscal year, hire date anniversary, or role-based schedule?
Who gets a form? All employees, new hires before a certain date, specific groups of employees?
Include prep time to review last year’s form and make adjustments based on employee and manager feedback
Determine the form launch date
Is there an annual launch for all forms or is launch based on the individual?
Based on the launch date, determined how much time is allotted for each step in the form
Configure the performance template, making sure the form aligns with your organization’s performance cycle, timelines, and evaluation criteria
Start by identifying rules for the form
Can forms be routed back to the prior step?
Do the route map steps have due dates? if so, are forms auto routed to the next step based on step due date?
Can forms be sent to others for feedback?
Can completed forms be sent to others?
Are the instructions clear on the form? Do certain sections need introductory text to guide the employee so they understand what they need to do?
Are there any changes to what is being rated, the rating scale?
Are there new sections to be added to the form?
Any changes to the workflow, any changes to the permissions on which roles can do what and in which step?
Data Tracking and Reporting: Make sure the performance forms are set up to collect data for future reporting and analytics. Use the data for insights into employee performance trends, team dynamics, and organizational development.
Update/Prep the System
Make sure your data is current
Update any reporting relationships so that the forms will flow to the correct employees’ managers. If any managers are on leave, make sure their direct reports have a new reporting relationship.
Make sure any job changes and pending actions are completed so the forms will reflect current titles and reporting relationships.
Test your form in a controlled environment to ensure it works as expected.
Communicate, Communicate, Communicate
Provide communication on the process to managers and employees. Use multiple means of communication. Make sure they are aware of the time frame and what is expected of them each step of the way.
Training
Create training guides for employees and managers alike. Tip sheets, quick reference guides or more detailed references are helpful, especially if you are rolling out a new review process
Conduct manager training sessions. Include how to navigate the system and level set expectations for how to rate employees. Also stress the need to track notes throughout the year in order to be prepared to provide detailed feedback during the process.
Ready for Launch
Review the performance review template one final time and make sure everything is ready to go.
If the template is copied from the prior year, ensure that the correct goal plan is linked to the template and any references to the prior plan year are updated to the new plan year
Make sure the correct route map and rating scale are linked
Make sure the route map has any prior year dates and verbiage updated
Verify step due dates on route map are correct, if using
Make sure the advanced settings reflect the current year
Verify launch date and group of employees that the forms are being launched for
Verify email notifications are enabled and the text contained in the emails is correct and instructional
If forms will auto route to the next step based on the step due date, ensure that the nightly auto route job is set up to run
During the Review Process
Track timely completion of reviews. You can create an ad hoc report to check what steps forms are in. If a step due date is approaching and forms are not moving, it can be a signal to send out communication to remind users to work on their forms.
Provide guidance. Questions will arise and in order to make the process run more smoothly, be prepared to answer questions, route forms and troubleshoot as needed.
Post-Review Follow-up
Once the review cycle is completed, it is time to reflect and prepare for the next cycle.
Gather Analytics on the Review Process
You can track completion rates, ratings distribution, and other key metrics. Use these insights to monitor the success of the performance management process.
Set up custom reports to analyze performance trends across the organization. SuccessFactors provides pre-built reports for evaluating employee performance, ratings, and competencies. This enables you to summarize key findings to leadership.
Customize dashboards and analytics to review performance ratings, goal progress, and development plans at a department or company level.
Collect Feedback on the Review Process
Ask around, what worked and what didn’t? Discover what employees and managers felt bout the form’s usability and effectiveness. Use this feedback to refine your configuration for future cycles.
Prepare for Next Review Cycle
Note updates to make for next year’s template using feedback and changes in the business, employee development needs, or industry best practices.
Regularly assess whether the PM form and process are meeting organizational needs. Be prepared to make adjustments or add new sections based on feedback from users.
Plan for new business needs: As your company evolves, the form may need to adapt, such as adding new competencies, revising goals, or adding new development sections.
By following this checklist, admins can ensure that the year-end performance review process is thorough, efficient, and effective, benefiting both employees and the organization.
For tips on how to manage a release, check out our blog here.
Check out what’s new for Career Development.
Enhancements to the Employee View in the latest Career Worksheet
Employees will see more information on the Role Details page when using the latest Career Worksheet.
Highlights include:
The titles for the Skills and Attributes to Improve and Skills and Attributes You Have sections now include counts
The explanation of how role readiness is calculated displays when selecting the role readiness of a target role
Employee View of Role Readiness
Enhancements to Manager View in Latest Career Worksheet
Managers can also enjoy an enhanced experience when using the latest Career Worksheet.
On the Summary tab of the Team View page in Growth Portfolio, managers have better visibility into employees’ career development, including:
View employees’ unrated skills and attributes
Unrated Skills and Attributes
View employees’ development activities linked to specific skills and attributes
Development Activities linked to Skills and Attributes
View their team’s target roles when granted the private-access permission in the Career Worksheet template.
Option to Disable Legacy Career Worksheet
Once the latest Career Worksheet is enabled, the legacy version may be disabled. Please note, when the legacy version is disabled, the Career Worksheet tab isn’t available in the Development module. If you aren’t using Career Path, Career Explorer or Mentoring, the Development module will not be available in the main navigation menu.
View Development Goals in Latest Career Worksheet
Development goals now appear on a role’s details page in the latest Career Worksheet. However, only development goals from the default development goal plan that have skills or attributes associated with the selected role will be displayed.
The Goal name, associated skills or attributes, and status for each development goal display.
Development Goals on Role Details page
View In-Progress Opportunities in Latest Career Worksheet
Actions and progress that users have made in developing their current or target roles will be viewable.
These in-progress opportunities with skills or attributes associated with the selected role appear in the Opportunities in Progress section. Once an opportunity card is selected, the user is directed to its details page.
In-progress opportunities on role detail page
View Recommended Assignments and Learning Opportunities for Development Goals
The assignments and learning opportunities that match skills and attributes selected for a user’s development goals are now viewable. Users can also link assignments of interest to their development goals.
This feature is available on a user’s own goal details page.
Users can view learning activities not linked to development goals. These activities and learning opportunities can be be added/linked through the Linked Learning section on the goal details page. Assignments then appear in the Linked Assignments section.
Users can bookmark recommended assignments and learning opportunities.
Linked Assignments
Features Now Available with AI units license
With the purchase of the AI units license, there are some additional features available.
AI-Assisted Career Insights for Current Role
Previously available for target roles only, now employees can gain insights into development actions that help them progress in their current role.
There is a new Unlock your potential with AI-powered insights! section on a current role’s details page which includes:
Role name and description
Skills and attributes associated with the role
Current and expected proficiency levels for these skills and attributes
Skills and attributes added to the employee’s Growth Portfolio
AI Career Insights
The insights are grouped into sections:
Summary which is a high-level overview of the employee’s current role
Suggestions for Improvement which identifies two growth areas for upskilling and career development with achievable suggestions for skills and attributes in the category, learning courses keywords, ideal mentor’s position, suggested development goal
Career Directions which are tailored career paths with a link to view recommended job roles
AI-Assisted Writing Available in Custom Learning Activities
Text and Textarea fields for custom learning activities now have AI-assisted writing available.
AI-Assisted Writing
Create Development Goals with AI Based on Roles and Interests
Using AI, users can create personalized goals aligning with specific career roles or skill interests. With the AI-assisted goal creation feature enabled, AI can be used to create development goals based on a current role, target role, or skills and attributes.
Create goals from roles
Create goals from interests
New personalized goal creation options using AI
Data Referenced Section Available in AI-Assisted Career Insights
Using AI, can view information being considered on the Data Referenced section on a target role’s details page in the latest Career Worksheet.
Data Referenced section of target role’s detail page
To learn more and get more details, see the full set of documentation in the What’s New Viewer here.
For tips on how to manage a release, check out our blog here.
Calibration
Auto Activate Calibration Sessions
You may now create job requests to automatically activate Calibration sessions. There is a new setting to enable in Admin Center>>Manage Calibration Templates on the Advanced tab.
A new setting, “Enforce session activation“, has been added under “Auto-activate sessions”. When enabled, if validation errors are found for certain subjects, those subjects will be removed from the corresponding session, allowing the sessions to be activated.
Previously, sessions could not be activated if errors were found for subjects during validation.
Once the Auto-activate sessions option for a template is enabled, set your desired activation date. Next, create the job request at Admin Center>Scheduled Job Manager to auto-activate sessions that use this template. A new job type, Auto-Activate Calibration Sessions on Planned Date, is now available.
Sessions can be auto-activated at the template or session level. If you set an activation date only in the template and do not specify a different date for individual sessions, the sessions will be auto-activated on the date defined in the template.
If you assign a different activation date to individual sessions, that date will take priority. If no activation date is set for either the template or the sessions, the sessions based on the template will not be auto-activated, even if the option is enabled.
When the auto-activation job is completed, you will receive email notifications detailing the results of the activation process. However, if the job runs but finds no sessions to activate, no email notifications will be sent.
Comments from Other Calibration Sessions
In the subject list of a calibration session, the comment icon next to each subject now shows a total count of comments from the current session and other sessions that are based on the same template. When you viewing the comment dialog box,there are separate counts and comments on the From This Session and From Other Sessions tabs.
The counts update automatically when comments are added or deleted from any session.
Comments from this session and other sessions
In order to see this, using Manage Calibration Templates, go the to Advanced tab and select “Enable Roll up comments from the other sessions based on the same template“.
Remove Inactive Subjects from Calibration Sessions
Inactive subjects may now be removed from all calibration sessions using the Remove Subjects from Calibration Sessionsadmin tool. Previously, only active users could be searched for and removed.
Inactive Subjects Removal from Calibration Session
Display Extra Fields in Bin and Matrix Views
The setting “Add an extra field to people card shown in 9-box view” has been updated to “Display extra field for subjects in Bin and Matrix view“. Found under Admin Center>>Manage Calibration Settings >>Global Settings, you can now enable this option and select an extra field to display for subjects in both Bin and Matrix views. Any field that was previously selected for display in the Matrix view will now automatically be visible in the Bin view.
Impact of Using Extra Fields for Views
Track Rating Changes in Calibration Sessions
Rating changes can now be tracked within a calibration session. The update makes it easier to track the rating changes and maintain a record of all adjustments made.
There is a new Rating Change History icon in the upper-right corner of a calibration session. Clicking the icon opens a Rating Change History page.
Here all rating modifications made to subjects within that session are listed. The Old Rating and New Rating columns display the rating label and also includes the corresponding rating value. The user who made the change as well as the modify date/time are noted as well.
View Rating Change History
Bin width adjustments automatically saved
In the Bin view of a calibration session, any adjustments made to the width of each bin are now saved automatically. When accessing the Bin view the next time, the saved widths will be applied. In the past, bin width changes were not saved, and each bin would revert to its default width upon reopening the view.
Changes Auto Saved
Exclude Contingent Workers when Creating Calibration Sessions
Contingent workers can now be automatically removed when you create calibration sessions.
A new setting, Exclude Contingent Workers from Session Creation, is available under Admin Center>Manage Calibration Settings>Global Settings.
Once enabled, contingent workers are automatically removed from the list of participants and subjects when you create sessions using:
Manage Calibration Sessions tool. After searching for users through the org chart or advanced search and then adding the selected users as participants and subjects, a warning message will appear if any contingent workers are included. Message will include which contingent workers been removed
Manager created sessions on the Calibration landing page
Sessions created via a CSV file
For learn more, you can view the full set of documentation in the What’s New Viewer here.
For tips on how to manage a release, check out our blog here.
The SAP SuccessFactors 2H 2025 release focuses on enhancing the user experience and leveraging AI. For your convenience, we’ve summarized the highlights of what’s new for the second half of 2025 release for Performance Management below.
Performance Management
Replacement of Legacy Performance Management Form Experience with Latest Experience
The latest experience of Performance Management forms is replacing the legacy one, which will reach end of development on November 14, 2025 and will be deleted on November 20, 2026.
The latest experience was automatically enabled in the Preview environment for customers using the latest Goal Management in the 1H 2025 release. This is not the case in the Production environment, the latest experience wasn’t enabled by default.
The latest experience has the key features in the legacy version with an enhanced user experience, a more flexible layout, more business rule scenarios, and generative AI features if the AI user license is purchased.
Enhancements to Latest Experience of Performance Management Forms
Some of the new features now available:
EZ rater
Goal comments and learning activities available when printing form
Forms can be printed in custom layout
“Print” button available for form snapshot
Additional fields are available on side panel: unofficial rating, expected rating, rating gap
Goal status colors display in form (if configured)
Help text added for rating field for competency with behaviors
Warning message to appear if proxy user does not have access to missing form content
Read only forms will not show action buttons
Mass Route Ungrouped Forms to a Specific Step
Using the “Route Form” action, forms may be mass routed to a specific step when they are using the same template and route map. In the past, only a group of forms from the same launch could be mass routed, not forms across launches for the same template.
Within the “Route Form” action, search for the forms by specifying the template or uploading form IDs. In the search results, select the forms you wish to move
“Route Forms” action
Once the forms are selected, they can be mass routed using the Move the form to a specific step option in the “Select An Action” step of the routing process.
Move ungrouped forms to a specific step
Enhanced AI-Assisted Writing in Performance Management
With the purchase of the AI units license, the AI-assisted writing actions, Generate Comments and Improve My Feedback are now available for goals, as well as skills, competencies, and behaviors.
When a goal is assigned a rating, users can access the two actions in the comment box for that goal, from the context menu of the AI-assisted writing tool.
New Business Rules
There are some new business rules that may be configured when using the latest experience for Performance Management:
Conditional Field Visibility, Editability, Required/Optional
Create business rules to set specific form fields to visible or hidden, editable or read-only, and required or optional, when certain conditions are met
Creating conditional rules provide flexibility to show form fields differently based on user input. For example, a manager giving a certain rating would require a comment
Add Review Steps upon Form Routing
Business rules may be configured to add steps to the Modify stage of the form based on meeting certain conditions. For example, a certain rating by a manager can trigger an additional step to add another reviewer to the process.
These steps are pre-configured in route maps and marked as Hidden Until Rule Execution. When the conditions defined in the rule are met, and the form with a hidden step is being routed forward, the rule is executed, making the step visible on the form.
All step types are supported
New Business Rules
Add link to People Profile Card View from Performance form
Links can be configured to the latest People Profile cards in the form template when the full profile of the latest People Profile is enabled.
In the Manage Templates admin tool, you can use the new configuration “[[CARDLINK|<cardId>|<displayName>]]” in the description section of a field to a add card link to a form template.
Add card link to a section within the performance template
This allows the ability to link to a card in the latest People Profile when working within an employee’s form where they can view and edit the profile.
Access to Manage Templates to update, download and edit XML templates
A great new feature allows templates to be downloaded, viewed, edited and added via “Manage Templates”. This removes the need to use Provisioning to update the form template XML.
This permission is applicable to performance form templates, 360 form templates, goal plan templates, and development goal plan templates. You can download templates and view template revisions without any configurations.
This does require an update to a role’s role-based permission to a upload new templates and update existing ones. Care should be given to users that will receive this access.
Manage Templates Role Based Permission for Upload and Update XML Templates
Once the role has permission to upload and update XML templates, the user can upload new templates, update existing templates, view historical XML and download the templates via Manage Templates.
Upload and Update Templates in Manage Templates
Goal Management
Here are some of the highlights of updates for Goal Management.
Purge Goals by Goal ID
The admin tool, Data Retention Management, has been used for data purge requests. For goal management, it has been used to purge performance and development goals by selecting the goal plan template in the purge request. This meant the process purged goal data for a specific user’s goal plan, and not just purging a single goal on the plan.
Create Purge Request
Now there is greater flexibility in purging user performance and development goals. In the latest version, the “Purge method” lists two options for purging goals: Purge by goal plan template and the new Purge by goal ID.
Purge by Goal ID or Goal Template
To purge specific goals, use the “Purge by goal ID” purge method. You can download the sample CSV file to get the proper file columns.
Purge by goal ID
You will need to populate a CSV file with the goal ids. Goal IDs can be found by creating a goal management ad hoc report that lists the goal plan template goal name, goal owner and the goal ID.
Sample Purge file by Goal ID
Once the goals to be purged are identified, add the goal IDs to the CSV file and upload to the purge request.
The existing method, to purge by goal plan template will purge all data associated with the template.
Import Goals for Target Population
Within a role based permission role, in the Administrator Permissions section>Manage Goals, there is now an option to specify a target population to import goals for.
Import Goal by Target Population
Previously, a role having permission to import goals would be able to import goals for any active users.
Now if attempting to import goals for users outside their target population, there would be an error message in the goal import email notification.
Minor Goal Management Enhancements
There are some minor goal management enhancements in this release which streamline the goal management experience for users.
For the confirmation message and button label in the confirmation dialog for Edit Performance Goal, Create Performance Goal, Edit Team Goal, Create Team Goal, Edit Development Goal, and Create Development Goal pages. the confirmation dialog was “Are you sure you want to discard the changes?”, and the corresponding button label was “Keep Going”.
This has now changed to “If you’ve made any changes, they won’t be saved. Are you sure you want to discard them?” and the “Keep Going” label is changed to “Cancel”.
Updated Cancellation Confirmation Message
On the Goals landing page, the warning messages for goal number and weight limits are now displayed as message strips. This highlights to users the defined limits of goal number and total goal weight.
Goal Warning Messages
On the Goalslanding page, the goal filter component no longer uses status colors
Goal Status Without Colors
Assigning Team Goals – users can select all loaded goals during the goal selection step in the Assign Team Goal and Cascade Goal dialogs. The number of goals is now increased to 100 from 20, and the checkbox is renamed “Select All Loaded Goals”
Update to Sharing, Unsharing Team Goals – users with the Share Team Goals permission can now share and unshare team goals with anyone in the organization
A more user friendly error message displays when saving goal plan template, it shows the cause of the error and provides a solution
Goal Plan Save Error
Consistency in use of “More”: on the Goals landing page and Manage Team Goals page, the button label “More” is changed to “Show More “
“Show More” replaces “More”
360 Reviews
Here are some notable updates for 360 Reviews.
Add Link to Detailed 360 Report in Email Notifications
A link can be added to the Detailed 360 Report in the “360 Document Complete Notification” email template by using a new tag [[PM360_DETAILED_REPORT_URL]].
When this tag is added to the 360 Document Complete Notification email template, users have immediate access to Detailed 360 Reports from their email.
New Token for 360 Document Complete Notification
How the tag is rendered depends on whether the option Enable HTML email notifications is selected in Company System and Logo Settings:
If selected, the tag appears as a clickable phrase: Detailed 360 Report for {subject user’s full name}.
If not selected, it’s resolved as a clickable URL, preceded by an introductory text: For an overview of raters’ feedback, view {URL}.
New switch to hide Radar Charts on 360 Detailed Reports
In the Advanced Settings for a 360 template in Manage Templates, there is a new option to hide radar charts on the Detailed 360 Report. The switch “Hide Radar Charts on Detailed 360 Report” is turned off by default.
Advanced Settings – Option to Hide Radar Charts on Detailed 360 Report
Minor 360 Review Enhancements
There are new visual and functional enhancements in this release.
The spacing of Competency and Objective sections have been improved
When adding back deleted participants during the Evaluation stage, participant’s original category information is retained and pre-filled in the Add Participants dialog
The Suggestions for Improvement section in Assisted 360 Reviews Insights now includes links to generate development goals
Error messages now explain the issue and provide troubleshooting.when users open, send, save, or perform other actions on a form
Information about behaviors (names, descriptions, ratings) is now used as input for generating comments
Multiple Review Reminders for Upcoming 360 Review Steps
You can now schedule several reminder notifications to prompt participants before a 360 review step is due.
In Manage Templates, in the Advanced Settings for a 360 template, there is a new option, “Series Due Notification Dates (days before due date)“. Using this option enables you to schedule multiple reminders when using step due notifications for the template.
You may set a series of reminders before a step due date. Simply enter the number of days prior to the step due date to define how many days in advance reminders are sent. Separate each number of days with a comma.
New Series Due Notification Dates
Using this option overrides any settings for the existing option Default Due Notification Date (in days), which supports only a single reminder.
To learn more, see the full set of documentation in the What’s New Viewer here.
Performance review periods can extend over several months, and during this time, organizational changes such as reassignments or department shifts may occur. One common scenario involves a manager transition: a situation where an employee’s manager moves to a different department or role. This raises an important question: What happens to the employee’s in-progress performance form? Should the form remain with the original manager, or should it transfer to the new manager?
This article explores the impact of manager changes on performance forms and the system settings that determine which manager will have access to these forms. We will first outline the various trigger events that can cause a manager change, and then discuss the settings within the Performance Management (PM) form template that govern the transfer process.
Manager changes can be triggered by several actions, each of which can prompt a document transfer based on predefined rules. These trigger events include:
Manual Change: Executed via Admin tools under Manage Users > Documents Transfer.
Automated FTP Employee File Import: Transfers are configured during the initial setup of the FTP process and remain unchanged unless manually adjusted.
Manual Employee File Import: This option allows for different settings with each import, potentially leading to varied results.
Employee Change Engine: Beyond standard manager changes, this engine can trigger document transfers based on other criteria such as job code or location changes.
We will examine these trigger events in greater detail later. For now, we turn to the advanced settings within the PM form template that control the outcomes of such changes.
PM Form Template Advanced Settings
The advanced settings within a performance form template provide several options to manage what occurs when a manager change takes place during the review process.
Automatic Manager Transfer Options
These settings are designed to ensure a seamless transition and appropriate document handling. The following are key settings available:
Automatic Insertion of new manager as next document recipient if not already: This option automatically inserts the new manager as the next document recipient, ensuring continuity in the review process. The original manager is removed from future steps.
Automatic Inbox Document Transfer to New Manager: If the form is in the original manager’s inbox at the time of the change, it will be transferred to the new manager’s inbox. The original manager retains a copy, which will not be updated with new information.
Automatic En Route Document Transfer to New Manager: Similar to the inbox transfer, this setting moves the form from the original manager’s En Route folder to the new manager’s folder, again leaving a static copy with the original manager.
Automatic Completed Document Copy to New Manager: This option ensures that all completed documents are copied to the new manager’s Completed folder, providing them with a comprehensive view of the employee’s review history.
Hide Visibility After Manager Transfer: When enabled, this setting removes the original manager’s visibility of the form once it has been transferred, thereby restricting access to only the new manager.
Do Not Transfer Documents
Also found in the form template advanced settings, selecting this option means forms will not transfer when the manager changes regardless of any other settings configured elsewhere.
Document Transfer Tools
Once the appropriate settings have been enabled within the form template, several tools are available to trigger the document transfer upon a manager change. These include:
Employee Import: The employee import function allows for manager updates and works in conjunction with the automatic transfer settings to ensure smooth transitions.
HRIS Sync: This tool updates the manager on the effective date of the Job Info record and synchronizes the change to the appropriate user data.
Manage User: For one-off situations, this tool enables the manual update of an individual employee’s data, prompting a document transfer as needed.
Best Practices and Considerations
Handling manager changes during performance reviews requires careful consideration to maintain the integrity of the review process. It is crucial to align the system settings and transfer tools with your organization’s specific needs and workflows. For instance, the Employee Change Engine can be used to ensure that forms remain with the original manager until the review is completed, avoiding disruptions during critical evaluation periods.
Additionally, enabling the Automatic Fixing of Document Transfer and Change Engine Issues feature can help mitigate risks associated with RBP refresh failures, ensuring that document transfers are not blocked due to system errors.
Conclusion
Manager changes during performance reviews can present challenges, but with the appropriate settings and tools, organizations can effectively manage these transitions. By ensuring that performance forms are properly transferred and that review processes are uninterrupted, businesses can maintain consistency and fairness in employee evaluations.
For assistance in implementing or supporting your SAP SuccessFactors system, please contact us at info@worklogix.com. You can also download our support services brochure or visit our implementation page for more information.
For tips on how to manage a release, check out our blog here.
For your convenience, we’ve summarized the highlights of 1H 2023 minor visual enhancements for Performance Management and Career Development.
Visual Enhancements
There were several minor visual enhancements in this release. The visual enhancements for this release provide a more user friendly and consistent experience.
There are four types of changes:
Text changes (labels, error messages, or roll-over texts)
Iconography (new or changed icons)
Interaction pattern (new position of interaction, new order of list, new or changed buttons)
Styling (layout, spacing, or other design changes)
We will review some of the more notable visual enhancements for Performance Management, 360 Reviews, Continuous Performance Management, Calibration and Mentoring.
Performance Management
Search for users to send completed form to
Each set of filters is now below its category name
The Search Users button is below all the filters
Search Users
Create New Form from Performance Inbox
When launching a performance form from a user’s inbox, the date fields are now indented and right aligned.
Form Launch
Form Inbox Tooltips
In the Performance inbox, the tooltip for the icon in the Employee column is “View more information about <employee name>”,
Employee Info Tooltip
The tooltip for the icon in the Action column is “Add <form title> to Outlook”.
ActionTooltip
Cancel button placement updated
The button to cancel an action has been moved to the right.
This change applies to almost all user interfaces in Performance Management, including: Add Objectives from Objective Plans dialog, Send to Next Step page, Ask for Feedback dialog, Stack Ranker page, Comment dialog, Legal Scan dialog, and Print Setup dialog.
Here are some examples.
Adding objectives tot a PM form.
Return to Form button placement
Ask for Feedback dialog
Ask for Feedback Cancel button placement
Stack Ranker
Stack Ranker Cancel button placement
Goal in the goal section or Competency in the competency section
The first column header is Goal in the goal section orCompetencyin the competency section of a performance form. Previously Expand All and Collapse All were inthe first column table header
The Expand All and Collapse All options now appear in the top-left corner above the table
Goal section layout
360 Reviews
Cancel button placement updated for 360 Reviews
The Cancel button has been moved to the right for 360 Reviews.
Changes include opened 360 Reviews form, Goal Weights dialog, Add Participants dialog, Send Back dialog, Find Employee dialog, and Add Competencies dialog.
Here are some examples.
Canceling an opened 360 Reviews form
Cancel button placement on 360 Review
Canceling a participant search
Cancel confirmation to next step
Cancel button on Confirmation
Continuous Performance Management
The icon for the Request Feedback on the latest home page has two intersecting talk balloons.
Request Feedback Quick Action
Previously the icon had talk balloons that included a question mark and an exclamation mark.
Achievements on Mobile Device
On the Android app, the Visible to my manager switch and the Mark as Achievement switch have wider tracks, and new color mappings.
Achievements on Android
Career Development – Mentoring
Successful Enrollment Message
When users sign up for an open enrollment or unsupervised program as a mentee there is a “success” message. The message has been enhanced to now include a reminder for the user that they can contact preferred mentors directly if they don’t hear from the mentors for an extended period of time.
Mentoring Enrollment Message
Mentor Participation Approval Request
The Mentor Participation Approval Requests have been updated.
The Approve and Decline buttons are now closer to the message text. The buttons used to be at the bottom of the page.
Mentor Participation Request
Confirmation for Joining Mentoring Program
When signing up for a mentoring program and a user decides to Save for Later, there is now a confirmation message pop up for them to confirm if they want to save the draft for joining the program for later.
SAP has announced the latest updates and changes for SuccessFactors for the first half of 2023.
Preview release is on April 28 with the production release is scheduled for June 2. 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.
For your convenience, we’ve summarized the highlights of what’s new for 1H 2023 Career Development below.
Career Development
There are a few universal updates for Career Development that are reviewed below.
Career Worksheet – General Availability
Career Development Configurations Available in Configuration Center
You can now view, download, and transport Career Development configurations using Configuration Center.
Configuration Center
New Action Available in Action Search
On a career worksheet, View my current role in Career Worksheet action is now available for use in the global search box. Users can enter the exact text of the action or select from suggested actions to navigate to the Career Worksheet page.
Current Role Action
The new action takes users directly to a selected page and eliminates multiple steps to get there.
Career Worksheet Data in Story Reports Now Limited to Target Population
The Career Worksheet data that users can view in Story reports, including current and target roles, is now limited to their target population.
Changed Permission for Users to Show Target Roles in People Profile
Now a user only needs View permission (User Permissions>Employee Data>Preferred Next Move) in order to select the Make public in Live Profile checkbox in Career Worksheet to show target roles in People Profile.
Previously, View and Edit permissions were required. Now a user can select the option to show a role in Career Worksheet. The role then appears in the Career Goals block in People Profile.
Link to Career Goal Block
Mentoring – General Availability – Universal
Approvals for Mentoring Requests on the Latest Home Page
In an open enrollment or unsupervised mentoring program, Mentors can now accept or decline the mentoring requests sent by mentees in the Approvals section on the latest home page.
Accept or Decline Mentoring Requests
View More Recommended Mentors
When a user signs up for a mentoring program as a mentee, they can now view up to 100 recommended mentors. Previously, only 10 mentors were recommended.
While signing up and choosing Show Recommended Mentors, now there will be two rows of recommended mentor cards with the View More link below the cards.
Recommended Mentors
Customize Mentoring Email Notifications
For any customized program type created with text replacement for a Mentoring programs, email notifications for a specific program type may be customized in Email Notification Templates Settings as well.
Customize Mentoring Emails
Approvals for Mentoring Requests on the Latest Home Page in iOS and Android Mobile Apps
SAP SuccessFactors Mobile users can now search for mentors from a recommended mentoring program they haven’t joined in Opportunity Marketplace. Previously, they had to join the program first.
When a user wants to invite someone they found to be their mentor, choose Submit Request on the Mentor or Bookmarks page. They will be prompted with a message guiding them to join the program first.
Mobile Message when Joining
After joining the program, users can submit a mentoring request to their preferred mentor directly on the page.
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.
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 1H 2022 Performance Management below.
Performance Management
The majority of the performance management updates involve Multi-Rater 360 forms and Calibration. However there are a few performance related updates that we will begin with.
General Availability – Universal Updates
Restrict Data Access of Inactive Users’ Forms
This enhanced was designed to comply with data privacy and protection standards.
Currently there is no way to limit a user’s access to inactive employee forms. With this release, there is a role permission that may be enabled which restricts the data in an inactive user’s PM form.
To set this up, open a permission role that should have the restriction.
Under User Permissions>Performance>Restrict Data Access of Inactive Users’ Forms
With this permission set, users with this permission role will not be able to access the data of inactive users’ forms in the following areas:
Home Page (only can review performance related To-Dos but not form pages)
Stack Ranker
Team Overview
Form OData APIs that include form subject information
Use Capability Picker in Performance & Goals
The previous “New Competency Picker”, now the Capability Picker, has a new UI which includes employees’ competencies, behaviors, and skills within an organization.
The Capability Picker can be used to add competencies in competency sections on PM forms.
To this use, Job Profile Builder must be enabled. In Performance Management Feature Settings in Admin Center, Enable Capability Picker must be selected.
New Columns for Performance Management in Story Reports
In Story reports for Performance Management, users can now include feedback comments in the Ask For Feedback table as seen below.
Ask For Feedback Comments Columns
These are the Ask for Feedback comments provided by internal and external users through emails.
In addition, manual overall performance rating, manual overall performance rating description, and locale specific manual overall performance rating description are available in the Performance table.
Rating Columns
Enhanced Signed Date Column in Story Reports
Signing a form using Route Form and Sign Form, the Signed Datecolumn in Story reports now shows the date and time when the form was signed using the time of tenant preferred time zones. Only the latest record is shown in the reports if users have signed the form multiple times.
Form Signed Date and Time
Enhanced OData Entity FormAuditTrail
The FormAuditTrail API has been updated with a permission check. This API can be used to access all audit trail records of forms in the system. Otherwise, users can only access audit trail records of forms in their folders.
Permission is needed to access all audit trail records of forms in the system and the permission role should include Administrator Permissions> Manage Documents>Admin Access to Forms OData API permission.
General Availability – Admin Opt-Ins
There is a performance management related admin opt-in that is applicable for CPM achievements and feedback on a performance form.
View Achievements and Feedback on Forms on iOS and Android Mobile Apps
Performance reviewers with iOS and Android SAP SuccessFactors mobile apps, achievements and feedback linked to employees’ goals on performance forms can now viewed.
On the goal item page, there will be an Achievements row as seen in the example below.
Goal item on PM form
Achievement details may be viewed by clicking Achievements for the goal. If the employee had any achievements linked to a goal, they would appear as seen below.
Achievements linked to a goal
If there is any feedback for an achievement, it will noted with the number of feedback given.
Feedback Indicator for an Achievement
Clicking the feedback indicator, reviewers can view feedback for the achievement.
Feedback for an achievement
To take advantage of this feature, the latest version of CPM must be enabled.
Reviewers will have to the View permission for User Continuous Performance Management Achievement in their permission role.
Permission to View Achievements
360 Reviews
There are several 360 Reviews – SAP Fiori Version updates. One is also applicable to 360 Reviews v11.
General Availability – Universal Updates
Participants Able to Recall Completed Forms
A participant may recall a 360 Reviews form after providing feedback and submitting it. However this recall feature available for raters but is not applicable to process owners, managers, employees, HR representatives, or approvers.
A Recall button will appear in the action column of the Evaluation Summary section of the form.
Recall 360 Form by Participant
Using the Recall button moves the form back to the participant’s inbox.
Select Multiple Employees on Advanced Search Dialog
Previously, managers were only able to select/add one employee from the search results at a time. To add more, filters had to redefined for each selection.
Managers can now select multiple employees from a search done on the Advanced Search Dialog and add them all to the Participant List at once.
Multi select employees
Refill the Participant List After Declines Occur
Process owners may now add alternative participants to the participant list if some of the initially added participants have declined to evaluate. This helps ensure that process owners get enough feedback for evaluations.
In order to use this feature, in the advanced settings of the 360 form template, all check boxes should be deselected for the option Hide the Decline to Participate button on the 360 Form for as seen below.
Deselect Hide Button
In the advanced settings of the 360 form template, select at least one role for the option Enable Add New Participants after 360 Evaluation starts for. This allows the selected role to add participants after the evaluation has begun.
Enable adding a Participant
Form Titles Editable in 360 Reviews
It is now possible for users to edit titles of 360 Reviews forms received in their Performance Inbox folder. Already available in 360 Reviews v11, it is now available in the SAP Fiori Version as well.
In the advanced settings of the 360 form template, select the option Enable form title editability in Form info page (V10) or Enable form title editability in the Form (V10), depending on where you want to change titles.
Process Owners Able to See Participants on Anonymous Forms
Process owners now can see the participants who have given evaluation feedback even on anonymous 360 Reviews forms. This provides participant information such as employee name, email, division, department, location, manager and category.
The Evaluation Summary will still show “anonymous” for each rater, but the Rater List will show rater names instead of “anonymous”.
Rater List with Names
In order to use this feature of a Multi-rater form, some set up is needed.
The 360 template to be used should have Anonymous 360 configured in Provisioning >Form Template Administration.
Anonymous 360 Form Attributes
Within Form Template Settings for the form, on Show Participants in Status Summary (Applicable to Anonymous 360’s only) needs to be enabled.
Enable Show Participants in Status Summary
Improved Reminders Buttons
The Reminder icon in the Evaluation Summary section has been transformed into a button. Previously the Actions column contain a reminder icon as seen below.
Recall icon
This has been replaced with a Recall button in the Actions column. Users can now send reminders to those who have not given feedback yet; to a one or multiple participants. There is a new Send Reminder to All button will send a reminder to any rater that has not given feedback yet (a status of Pending). The user will also receive a confirmation of this action before reminders are sent.
Send Reminder Buttons
Add “First Matrix Manager” and “All Matrix Managers” as Default Rater Categories 360 Reviews v11 and 360 Reviews – SAP Fiori Version
Within the Manage Templates tool or by editing the XML form template, First matrix manager and All matrix managers are now options as default rater categories in both 360 Reviews v11 and 360 Reviews – SAP Fiori Version. When selected, the employee’s first matrix manager or all matrix managers will then show on the rater list by default when a 360 Review form is launched.
All Matrix Managers Role
The feature saves users from manually adding a first matrix manager or all matrix managers as raters after the form is launched.
Enforce Start Date in Route Map
A feature currently available for PM forms is now available for 360 forms.
Within the route map associated with the 360 template, select the Enforce start date option and then enter the start date for the step. This may be done for any step in the Modify and Evaluation stages on the route map.
Before the step start date, forms are read-only, but participants can open the forms to check the details.
Support for Learning Activities in Development Goal Section in 360
It is now possible to use Learning activities in the Development Goal section of a 360 Review form. A user may view details of a learning activity, add LMS learning activities, and delete LMS learning activities or Transcript-enabled custom learning activities.
In Provisioning>Company Settings make sure to select the option: Transcript — requires “Version 11 UI framework (ULTRA)”.
Show Behavior Descriptions When Not Rating by Behavior
If competencies have behaviors associated with them, behavior descriptions may be included in the Competency section of a 360 multi-rater form, even if the behaviors are not being rated.
Competency Behaviors
When including behaviors, the behavior name displays but descriptions are hidden by default. Clicking the arrow button will show the behavior’s description.
In order to use behaviors on the form, the XML form template needs to have behavior-mode-opt in the competency-sect set to a non-zero value (1, 2, 4 or 5) and use-behavior should be false.
General Availability – Admin Opt-Ins
Hide the Nonremovable Checkbox in 360 Reviews – SAP Fiori Version
You can now hide the Nonremovable for Raters checkbox on a 360 Reviews form if it’s not needed.
Nonremovable by Raters Checkbox
In the advanced settings of the 360 form template, enable the Hide the Nonremovable checkbox on a form in the Modify stage.
Previously, the checkbox always appeared on a form, even if a rater was not permitted to use it for editing linked skills.
Deprecation of 360 Reviews v11 Version
November 18, 2022 is the end of maintenance for 360 Reviews v11 and will be deleted on May 20, 2023.
360 Reviews – SAP Fiori Version has been Generally Available and now includes the majority of features and functions that were available in 360 Reviews v11.
It is recommended if you’re using 360 Reviews v11 Version to migrate to 360 Reviews – SAP Fiori Version.
Goal Management
General Availability – Universal Updates
There are no universal updates for Goal Management.
General Availability – Admin Opt-Ins
Create and Edit Goals in Non-Goal Management Modules
When the latest Goal Management is enabled, you can try out the latest Goal Management to create and edit goals through an embedded dialog.
When you create or edit a goal in the following modules, you’ll be prompted with a dialog with brand new UIs offered by the latest Goal Management:
Career Development
Continuous Performance Management
360- Multi-Rater
People Profile
Performance Management
Succession
Goal Creation
Calibration
General Availability – Universal Updates
There are several universal updates for a calibration session.
Manager Template Permission for Creating Calibration Sessions
It is now possible to identify which calibration templates managers can access when they create calibration sessions. The new permission, Manager Template Permission for Creating Sessions, is added under User Permissions >Calibration for a permission role.
Permission for Manager Calibration Sessions
Total of Expected Number of Subjects Equals Actual Number of Subjects
Logic has been enhanced for subject distribution in scenarios where the guidelines are defined with rating groups or when not all ratings have a distribution guideline.
When the guidelines are defined with rating groups or only part of the ratings have distribution guideline, but these are not met:
Ratings are included once in the guidelines
All guidelines are defined with “=” operator
Total of distribution guidelines is 100%
The system sums up the decimal parts and distributes the whole numbers to the ratings if there are decimal parts in the calculated results. This is done to ensure the total number of expected subjects for all ratings is equal to the actual number of subjects in the session.
Enhancement to Guidelines Enforcement
Distribution guidelines have been enhanced to support more guideline scenarios. Finalizing sessions individually, enforcement is now supported in three more guideline scenarios.
Distribution Guidelines are set in the Data tab of Manage Calibration Templates.
The enhancement only applies to finalizing sessions individually.
Guideline is defined in a rating group when there is one more than one rating
Guideline is defined with a rating range with an operator other than “=”
Not all ratings have a guideline
When the distribution of subjects doesn’t meet the guidelines for any these scenarios, the session cannot be finalized.
More User Information of Calibration Subject Available in Story Reports
You can now include the name and external user ID of a session subject in a Story report. The first and last names and external user ID are supported in the auto-joins for calibration subjects. This makes it easier to get calibration subject information.
Subject Name Columns
General Availability – Admin Opt-Ins
Qualtrics Feedback Opportunity for Calibration Session Finalization
Manage Qualtrics Integrations in the Admin Center now includes the Calibration Session Finalization option in the Event Name field’s drop-down list for Talent.
Calibration Session Finalization
Intelligent Services events can be used to send employee information to Qualtrics so when an employee finalizes a calibration session, a Qualtrics feedback survey may be sent via email.
Calibration, Intelligent Services and Integration Center must be enabled and a Qualtrics Employee Experience license for Lifecycle projects is required.
Continuous Performance Management (CPM)
The legacy version of Continuous Performance Management (CPM) will reach End of Maintenance on May 20, 2022 and will be retired as of May 19, 2023.
The latest version of CPM, initially released in 2H 2020 is available in the Upgrade Center. If no action is taken, your company will be automatically upgraded to the latest version after the retirement date.
In Conclusion
We have now covered the highlights of the PM related updates for 1H 2022. See our blog for 1H 2022 Career Development release features.
For your convenience, we’ve summarized the highlights of what’s new for 2021 Performance Management below.
The updates for Performance Management are primarily targeted for 360 Reviews so we will start with those. The PM form updates will be discussed after these features have been reviewed. Calibration updates can be found in our separate blog here.
What’s New for 360 Forms – Fiori Version
Here are the 10 universal updates made for the Fiori version of 360 forms to provide the same features that are available 360 Reviews v11.
Add Approvers in 360 Reviews
Approvers may now be added in the Modify stage.
Development Goal Section Available in 360 Reviews
A development goal section may be added to a 360 Review form template. These enables employees the opportunity to add and edit development goals.
Display a Data Table for a Chart
Within a 360 Executive Review and Detailed 360 Report, a user may select the table icon on a chart to see a data table. This provides text equivalents for non-text content.
Display External Users in Search Results When Adding Participants
It is now possible to add external users as participants without having to disable the system setting Hide External Users from search results.
EZ Rater Available in 360 Reviews
When enabled, the EZ Rater option provides a more condensed list view for rating goal and competencies.
Form History Available in 360 Reviews
Prior performance and 360 forms are now available within a 360 Review. The History button will display options to view either form type if available.
More Form Actions Available in 360 Reviews
Additional action options are now available for 360 forms. Information about the form may be viewed and the form may be deleted.
Print Preview Available in 360 Reviews
When the user clicks the Print button, a popup displays a preview of the form. This provides the user the opportunity to select the entire form or selected sections to print.
Stack Ranker Available in 360 Reviews
Stack Ranker can be enabled which allows side by side ranking of employee competencies. Ratings may be modified and comments added.
Section Descriptions Fully Displayed by Default
Now section descriptions are fully displayed by default and can be collapsed. Clicking Show Less to hide content. Previously sections were collapsed and the user had to click Show More to see the content.
What’s New for PM Forms
There are 5 universal updates for PM forms.
Customized Weighted Rating Supported in Import Overall Scores
Previously it was only possible to import overall scores into the Objective Competency Summary, and Performance Potential Summary, and Summary sections. The new release enables you to update overall scores for the Customized Weighted Rating section.
On the import file, use <PERFORMANCE> rating in the CSV file. The rating field is also used to update the Summary and Performance Potential section overall rating. If there is more than one PERFORMANCE rating, there is a priority for updating. The section order for uploading from high to low is:
Customized Weighted Rating
Performance Potential Summary
Summary
Deep Link to Performance Management Forms
There is now a deeplink available to access a performance form: /sf/openFormByDocId
New OData V2 API Entity FormCustomizedWeightedRatingSection
There is a new OData V2 API Entity: FormCustomizedWeightedRatingSection. It can be used to get the Customized Weighted Rating section details of a performance form in order to update the manual ratings section of the performance form.
Target Population in Role-Based Permissions for Import Overall Scores
This update pertains to the Customized Weighting Rating import that we just covered. Role based permissions may now be used to restrict users to importing scores for only their target population.
Select a role in Manage Permission Roles. Go to Permission>Administrator Permissions>Manage Document and select “Import Overall Scores Only for Target Population” and “Include All Employees” which allows granted users to update manual overall scores for all employees.
Live Profile Section Deleted
A Live Profile section can no longer be added to PM forms. Information in the existing section is no longer available. A link to People Profile can be used on the form instead.
What’s New in Continuous Performance Management (CPM)
There are some new early adapter features for the latest version of Continuous Performance Management (CPM). They are admin opt-in or opt-out features. We won’t cover these here since the latest version is not widely enabled. When the latest version of CPM is enabled, these email reminder notifications will become obsolete: Conduct 1:1 Meeting, Update Status, along with Activity and Achievement reminder notifications.
The latest version will handle notifications differently since multiple roles can be used and meeting channels can be created. Requests and meeting notifications can be created for anyone in the user’s meeting channel.
We have now covered the highlights of the PM related updates for H1 2021. See our blog for Calibration release features.
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