SAP SuccessFactors 2H 2021 What’s New in Performance Management

SAP has announced the 2H 2021 SuccessFactors release information.

Preview release is on October 15 and production will be released November 19.  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 here

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 2021 Performance Management below.

Performance Management

There is not much in the way of new functionality, just one universal update.

General Availability – Universal Updates

Configuration Center Support For Performance Management Form Templates

You can now view, download, and transport Performance Management form templates across tenants using Configuration Center. Prior to this release, only Feature Configuration was available under General Configuration for Performance Management. Now System Configuration and Manage Templates are available.

New PM Configuration In Configuration Center

General Availability – Admin Opt-Ins

The admin opt-ins require the latest version of the home page.

PM Related Updates “For You Today” Section of the Latest Home Page

When the latest home page is used, a “For You Today’ card will appear for PM tasks.

You can enable to-do tasks on the latest home page in the Upgrade Center.

The tasks are:

  • “Review Employee Performance” task available for managers
  • “Review Employee Performance” task available for employees

To give managers a view of the form that need their review, cards are grouped into Direct Reports, Matrix Reports, and Other on the stack view. An example is shown below.

For You Today Performance Tasks

Users can go directly to the performance review forms from this card to complete the tasks.

Goal Management

There is one universal update for Goal Management. The majority of the new functionality is for the latest version of Goal Management. With each release more and more features become available.

General Availability – Universal Updates

View, download, and transport Goal Management configurations using Configuration Center.

It is now possible to use Configuration Center for Goal Management to view configurations, download configurations, and transport configurations across tenants. Configuration Center permission is required.

The view feature enables the admin to view configuration as well as see the username who made changes with a date and timestamp.

The download feature is useful to take a backup of your application’s configurations as well as for troubleshooting by an Implementation Partner or Customer Support.

The export feature can be used to export configuration in order to copy from the preview system to production.

With this release, after selecting the Talent configuration area, Goal Management is visible. The admin can then select the features to download.

Goal Management in Configuration Center

After selection, the admin goes to the “Transport Mode” tab to initiate the download process.

Upon completion, the configuration bundles is downloaded in ZIP format. Configuration types are available as separate files.

Latest Goal Management

With each release, the latest version of Goal Management has functionality added that is already available in the current version,

Now supported in the latest version of Goal Management:

  • Beta Goal Import
  • Changing goal plan states in Goals
  • User search
  • Matrix relationships

Now available in the latest version of Goal Management:

  • Spell Check
  • Legal Scan
  • Advanced user search by criteria


We will look at the new supported functions that are available for those using the latest Goal Management. We will start with the universal updates.

Early Adopters – Universal Updates

Mass Import Personal Goals in Latest Goal Management

It is now possible to use the “Import Performance Goals” for the latest version of Goal Management.

Change Goal Plan States in Latest Goal Management

It is now possible to update the goal plan state in the latest version of Goal Management. The ability to lock and unlock goal plans will be available and provides visibility of the goal plan state using the latest version of GM.

Goal plan states are used to control the action and field permissions before and after a goal plan is approved. Users with the “change-state” permission in the goal plan XML can now change the goal plan state in a more straightforward manner.

An example using goal plan states in the latest version of a goal plan is shown below. The current state has a dropdown list.

Latest Goal Management Goal Plan Current State

In addition, employees will be able to receive email notifications when their goal plan state changes. The notifications will include who changed the goal plan state and what the current goal plan state is.

Enhanced People Selector in Latest Goal Management

When using the latest version of goals management, the people selector will include matrix manager and matrix reports. If these matrix roles have permission, they will have access to view goal plans.

An example of the people selector in a goal plan is shown below.

People Selector with Matrix Manager and Reports

If these matrix roles have permission, they will have access to view goal plans.

360 Reviews

General Availability – Universal Updates

View, download, and transport 360 Reviews configurations using Configuration Center

Similar to the Goal Management being available in Configuration Center, it is now possible to use Configuration Center for 360 Reviews to view configurations, download configurations, and transport configurations across tenants. Configuration Center permission is required cross tenants.

Before this release, 360 was not available in Configuration Center Now when selecting the Talent configuration area, 360 is visible. The admin can then select the features to download fro the Transport Mode tab.

360 in Configuration Center

Add External Participants When Users Have No Search Permissions

Users without permission to search for external users may now add them as form participants by email address. Users can enter the email address of an external user in the “Add a New External Participant” dialog box.

If the external user already exists in the system, the First Name and Last Name fields are automatically filled and users can select “Add” to add the external user as a participant.

An example is shown below.

Add External Participant

General Availability – Admin Opt-Ins

360 Reviews Tasks on the Latest Home Page

When the latest home page is used, a “For You Today’ card will appear for 360 Review tasks:

  • “Complete 360 Evaluation task” available for managers
  • “Complete Your 360 Evaluation task” available for employees

Found on the latest Home Page, for any 360 forms for an employee, manager or raters, there is a card to prompt the user to review and complete the 360 Reviews form in the Performance inbox.

For You Today Card for 360

Users can go directly to the 360 review form from this card.

Calibration

General Availability – Universal Updates

There is a universal update for a calibration session.

Set max rating change span

In “Manage Calibration Templates”, if your data source is “Performance”, it is now possible to set a maximum rating change span. This setting can be found on the “Advanced” tab.

Once the span is set, if you make rating changes in the session, the following rules apply:

  • If the rating change made doesn’t exceed the maximum rating change span, the rating will be changed
  • If the rating change exceeds the maximum rating change span, an error message displays and the rating reverts to the original rating.

Shown below is the Calibration Template “Advanced Settings” tab.

Set Maximum Rating Change Span

Continuous Performance Management (CPM)

There are only admin opt-ins for this release of Continuous Performance Management.

General Availability – Admin Opt-Ins

New Qualtrics Survey for Continuous Performance Management

It is possible to integrate Qualtrics surveys with Continuous Performance Management. This integration allows you to collect feedback from employees after 1:1 sessions with their managers.

To use this feature:

  • CPM must be enabled
  • Qualtrics license for website and app feedback projects required
  • “Manage Qualtrics Integrations” feature is enabled in Upgrade Center

The Qualtrics account is used to create the survey and view survey feedback.

An employee will be prompted to complete the survey. An example is shown below.

Start Survey within CPM

The user will see questions to answer.

Survey Questions

Once completed, the admin may view the survey feedback.

Early Adopter – Admin Add -Ins

Enhanced Achievement Experience for Continuous Performance Management

This feature is only available if the latest version of CPM is used.

Achievements can be the default view on the CPM landing page, which enables quick access to achievements. The admin would have to select “Achievements view” as the default on the “Continuous Performance Management Configuration” page. An example is shown below.

Set Default View

When a user accesses CPM, the default view will now be the Achievements tab.

Achievements tab default view

Feedback Integration with Microsoft Outlook

Continuous feedback may be enabled from a Microsoft Outlook add-in to make giving feedback easier.

In order to use this feature:

  • Latest version of CPM must be enabled
  • SAP SuccessFactors user attributes are mapped to Microsoft Active Directory
  • Continuous Feedback outlook integration is enabled and the manifest file downloaded
  • SAP SuccessFactors user attributes mapped to Microsoft Active Directory.

The employee will see an option to give feedback.

CPM Feedback within Outlook
Start Giving Feedback

The feedback questions display and enable the employee to provide feedback.

Feedback Questions

Upon submission, a confirmation message displays. An example is shown below.

Completion of Providing Feedback

Depreciation

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.

We have now covered the highlights of the PM related updates for 2H 2021. See our blog for 2H 2021 Career Development release features.

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!

H2 2020 SAP SuccessFactors Release Latest Goal Management Features and Integration

SAP SuccessFactors H2 2020 release updates finds us with several admin-opt “latest” versions including Home page, Goal Management and Continuous Performance Management (CPM). Here we will focus on the latest version of Goal Management and discuss how it fits into the new home page and how it integrates with CPM. See my earlier blog post for more information on performance management updates and my blog post for what’s new in CPM.

There is a new admin opt-in for the latest version of Goal Management. The latest version of Goal Management provides users with a streamlined view of goals to make it easier to access and manage. Performance Goals and Development Goals are now housed within Goal Management and have improved integration with CPM. Access to Goal Management contains both plans with a tab for each as seen in the example below.

New Goal Management View with Both Goal Plans

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. They can swap between between their reports and within the two plans. An example the manager’s goal plan view is seen below.

Manager View of Goal Plans

Latest Goal Plan Features

The latest version of Goal Management still allows for the following existing functionality:

  • Creation of personal goals.
  • Development goals can have competencies and learning activities added.
  • Receipt of goal notifications.
  • Edit, view, and delete all goals except group goals v1.
  • Access to other’s goal plans with proper role-based permission.
  • Existing integration with other modules.

New functionality includes:

  • Personal goals not yet at the completed stage and approaching or past due date can appear on the latest home page.
  • Linked achievements for the latest version of CPM may be created and 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.
Add Activity to Goal

However, only the latest version of Goal Management may be used with the latest version of CPM.

Latest Goal Management Limitations

Since this is a new version for Goal Management, there is some goal plan functionality not yet available including:

  • Mass import of goals.
  • Ability to cascade and assign goals.
  • Use of Group and Team Goals.
  • Changing goal plan states within goal plan.
  • Use of metric lookup tables.
  • Use of Coaching Advisor for development goals.
  • Assigning custom learning activities to development goals.
  • OData APIs.
  • Some mobile features which will be identified shortly.

Attributes that may be Configured

Listed below are the the goal plan XML attributes that may be configured in the latest Goal Management:

  • max-goals
  • max-weight
  • max-weight-per-obj
  • min-goals
  • min-weight
  • min-weight-per-obj
  • new-obj-share-status-public
  • show-total-goalscore

Unsupported Goal Plan Field Types

Additionally, there are some goal plan field types that are not supported:

  • Bool
  • Checkbox
  • Comment
  • Link
  • Table
  • Text when used for achievement text, actual achievement text, object plan field 1, go to url

Changes to Goal Plan Fields with Latest Version of Goal Management

  • Name field is required with a maximum length of 500 characters.
  • Description and metric fields have a maximum 1000 character limit.
  • State. For use on the latest version of the home page, set the final enum value of the state field to “complete” in order to trigger the change of the goal state which enables incomplete goals to appear on the latest home page.
  • When using weight, if min-weight-per-obj and max-weight-per-obj attribute values are not met, goal creation is not possible.
  • For development goals, competencies can only be used in conjunction with Job Profile Builder.
  • Cannot select a single competency to link to a development goal in the UI.

You may convert existing goal plan templates but the goal plan field types that are not supported will not appear in converted goal plans.

After the upgrade, goal plan templates will need to be converted. Convert a template only once and and one at a time. Only convert the goal plans in use. Goal plans not converted will be read-only. Once converted, the goal plan templates may be used in the latest version of Goal Management.

Mobile Apps Limitations

There are some limitations using the latest version of Goal Management in mobile apps. For Performance and Development goals:

  • Cannot delete a goal from the goal card.
  • Cannot enter a negative number in the number field type.
  • Cannot revert back to the legacy view to see unsupported fields.

For Development goals:

  • Unable to search for a specific competency.
  • Unable to display the number of competencies on the goal card.
  • Unable to add competencies by library or category.
  • No integration with Learning.

Latest Goal Plan on latest Home Page

The latest Goal Management may be used in the latest version of the home page. There is a new admin opt-in for the redesigned home page. It is available for early adopters in both Preview and Production. Any existing legacy home page custom tiles or permissions are not impacted by the new page. An example of the new Home page is shown below.

Latest Home Page

The view is less cluttered with customized user and organization content. Tiles are replaced with cards and are system generated and more interactive. The page is divided into three sections:

  1. Quick Actions. For frequent or quick actions.
  2. For You Today. Dynamically generated user content. Displays any recently added goals and CPM activities.
  3. Organization Updates. Contains custom organization content.

The new Home page shows content from Goal Management, Continuous Performance Management, and Continuous Feedback. On the latest home page, you can view personal goals when the state of these goals is not yet complete and these goals are approaching their due dates or already overdue.

The latest version of the home page handles only personal goals in the following manner:

  • Updates of goals on the home page appear on for those manually created, modified or deleted.
  • Goals from an import are not reflected on the home page.
  • Performance goals appear based on status, if not yet complete and 15 days before due date.
  • Development goals appear based on status, if not yet complete and 30 days before due date.
  • Overdue Performance and Development goals will display.
Goals in “For You Today” section

Performance and development goals disappear from the new home page when:

  • Goals are completed.
  • Goals are deleted.
  • Goal due dates are past the due dates configured on the goal plan template.

To-do items list can be opened and acted upon in a side panel on any page. You can take action on each to-do directly from the side panel.Overdue to-do items are indicated in red.

Is the upgrade right for you?

After upgrading to the latest version of Goal Management, you cannot reverse the update, so be sure to fully understand what features you will be gaining and losing. It is wise to fully test in a preview instance before committing to an upgrade to production.

Because there are some substantial limitations to the latest version, it may be premature to upgrade but it is at least worthwhile to anticipate how Goal Management is changing and to gain an better understanding of how modules continue to be more tightly integrated with each release.

Do you need help with your H2 2020 release? Download our support services brochure or email us at info@worklogix.com to see how we can help!