For tips on how to manage a release, check out our blog here.
Of major note, Profile Preview and Spotlight are now universally available as part of the latest People Profile experience. They are now standard without any opt-ins needed providing the latest People Profile is enabled.
Keep reading to discover more of what is now available.
Enhancements to Profile Preview and Spotlight of the Latest People Profile
Updates to the Home Page Experience
The Home Page has been enhanced with better use of space, less scrolling, with a consolidated list of tasks. There are new options, such as banner cards,analytic cards and personalization settings. There is improved design of custom content.
New Home Page
Profile Header Updated
The category list has been updated and the profile header automatically collapses as you scrolled down the categories
Header Collapsed and Pinned
Only the employee’s photo, display name, login name, and job title remain visible at the top of the page when the categories are collapsed,
Three Additional Fields May be Added to the Profile Header
It is now possible to add 3 fields in the header of the full profile, such as gender pronouns, or alternate name. These additional fields will be read-only. The fields to select from are the same as those available for the Employee Information card in Full Profile.
Additional Fields Added to Profile Header
Quick Access to Profile Preview
To easily get to the Profile Preview from the Full Profile page or any card’s details page, click the “Show employee details” icon next to the user name.
Access to Profile Preview using Icon
Upload Background Images
Employees may upload their own background images, not just from the image library.
Analytic Cards on the Home Page
There are now 2 analytic cards available that may be displayed on the Home Page: Upcoming Absences and Time Sheet Status. These display charts may be enabled and would appear in the Explore More section on the latest home page.
Analytic Cards on the Home Page
Manager’s Full Profile Contains Direct Report Count and Team Size
Direct reports view include photos, names and titles.
Manager’s Full Profile View with Direct Reports and Team Size
Advanced People Search
Enhanced People Search features now apply to the global header and Directory Search. The experience includes facets, filters and more searchable fields.
The Global Header People Search uses the enhanced Autocomplete Search.
Directory Search incorporates the enhanced Advanced Search, allowing users to search for employees with specific criteria.
Directory Search
On the search criteria page, users can search for employees using keywords like name, assignment ID, job title, and location. Alternatively, they can use the search widget for more advanced search criteria.
User Search
Option to Delete Scheduled Job on My Jobs Page
Scheduled jobs for all report types, except Canvas reports, can be deleted directly from the My Jobs page. Simply choose the ellipses button under the “Action” column and then select “Delete”.
Delete Scheduled Job
Visual Changes Across the Platform
Throughout the system there are text, icon and label changes. Here are just a few of the updates.
More clear label for admin Settings page to identify when using system email notifications
System Email Notifications
Team Members can be displayed for Active or Inactive employees
Team Member Selection
Creating a Refresh RBP Model job request now has helpful information that this job will refresh all RBP permissions
Job Request Information
Using the Instance Refresh Tool, the instance refresh can now only be scheduled 3 months in advance, down from 6 months
System Refresh 3 Months in Advance
When viewing the Org Chart, the gear icon pop up now is labeled “Display Settings“. Previously it was labeled “Display Options“
New Label for Gear Icon
Scheduled Job Manager Supports Time Zones
A time zone may be selected when creating a job request in the Scheduled Job Manager admin tool. A new field, Time Zone, has been added to the Job Occurrence section on the Create Job Request page.
Time Zone Selection when Scheduling Job
New Deeplink Parameters for Full Profile Navigation
There are more parameters in deep links to directly access the Full Profile cards.
cardId=<card Id>: link to go directly to a card’s detail page
mdfObjectType=<custom MDF object type, to access a custom MDF object card
backgroundElementId=<custom Background Element Id>to go to a Background Information card’s details page
Delegation Request Card on Home Page
When using the latest home page experience, delegatees can now manage delegation requests directly from the Home Page with a new to-do card feature.
Delegation Requests on Home Page
The Delegation Request card contains details of the delegation request, including the delegator’s profile picture, the name of the performance form, the valid period of the task, and the employee’s name whose form needs review. A request can be accepted or rejected directly from the card.
To learn more and get more details about the updates, 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.
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.
Here are some of the highlights of the release for Succession.
Show Person-Based Nominations on Talent Card and People Profile
An employee’s nominations from all their employments, including nominations to positions and talent pool nominations will be available on the Succession talent card. For this view, Global Assignment or Concurrent Employment must be enabled and in Nominations Setup, select “Show person-based nominations for employees with global assignments or concurrent employments”.
Then users with proper permissions can view all nomination records of an employee.This will provide a extensive view of nominations across multiple employments for an employee.
Succession Card Nominations for Multiple Employment
Nominations will also display on the legacy and latest People Profile.
Nominations in People Profile
Access Inactive Employees in Talent Pools Based On Target Population
There is a new setting which enables access to inactive nominees in an user’s target population for talent pool nominations permissions. In Nominations Setup, enable “Include inactive users in target population of talent pool nominations permissions”.
This enables inactive employees to be visible in talent pools while applying target population.
When the setting is enabled, Inactive employees in the target population appear in:
Talent pools
Position card in the Talent Pools section
Talent card in the Talent Pool Nominations section
Latest People Profile in the Talent Pool Nominations card or in the legacy People Profile in the Current Nominations block
Talent search results for talent pools
Admin Tool Matrix Grid Rating Scales Universally Available
The Matrix Grid Rating Scales admin tool is now available in all systems. Before the update, it was available only when the Matrix Grid Reports feature was enabled in Provisioning. Removing the restriction, the tool is now available for matrix grids on the Performance Management form and those in the Trend Information and Overview blocks in the legacy People Profile.
Enhanced Suggested Successors Feature
The Suggested Successors feature now supports using the skills and competency proficiency levels from Growth Portfolio. Users may also view a role readiness explanation for each suggested successor.
Role Readiness Explanation
The attributes required by the position’s role are grouped into two sections: “matched” and “unmatched”. The grouping is ased on whether the suggested successor’s current ratings meet the expected ratings of these attributes.
Filter Position Tile View with Foundation Objects
Foundation Objects can be used to filter position tiles displayed in the the Position Tile view.
This requires the setting to include Foundation Objects in filters and adding Foundation Object fields as searchable fields to the Position object. Then Foundation Objects will show up as available filters in the Position Tile view.
Adding Foundation Type Filters for Position Tiles
In Succession Settings, enable “Include Generic Objects and Foundation Objects in filters in the Position Tile view”.
Separate Permission Control for Viewing Nomination History
Role-based permissions can now be used to control whether users who can nominate successors or view talent pool nominees are allowed to access the history of successor or talent pool nominations. This provides more specific access control over nomination history data.
Succession Planners permissions to view nomination history is now separate from Succession Planning Permission and View Talent Pool Nominations permissions.
Child permissions have been added:
View Nomination History, which allows users who nominate successors ability to view the nomination history on the position card, Succession talent card and in the People Profile
View Talent Pool Nomination History, which allows users who view talent pool nominees to also view the nomination history in the talent pool details page and the People Profile
Permissions Needed
If a user already has Succession Planning Permission or View Talent Pool Nominations parent permission, the corresponding nomination history permission is automatically granted.
Sort Succession Org Chart by Position or Employee Title
Additional sorting options are now available for same-level nodes in the Succession Org Chart. In addition to the incumbent’s username, can be sorting can also be done alphabetically by position title or employee title.
Succession Org Chart Sorted by Position Title
The title-based sorting is helpful when comparing succession plans for similar positions or roles. The order remains the same when incumbents change.
To enable this sorting:
MDF or legacy position-based nomination method
In the Org Chart Configuration>Succession Org Chart, “Sort Succession Org Chart by position title” is selected
For the role-person nomination method
In the Org Chart Configuration>Succession Org Chart, “Sort Succession Org Chart by employee title” is selected
AI-Assisted Successor Recommendation
If you have purchased AI units license, are using Talent Intelligence Hub and enabled Growth Potential, succession planners can use the power of AI generative capabilities to view a list of recommended successors based on their skills, competencies, and work experience.
With the Suggested Successor setting enabled, weights can be configured for skills and competencies and work experience.
Successor Recommendations Settings
When settings for both are set, generative AI uses the following data to recommend successors:
Position-related job families, roles and profile in Job Profile Builder
Skills and competencies in the Growth Portfolio
Job information and external work experience in People Profile
In the Suggested Successors list, hover over an employee and use the Add button to nominate them as a successor. Once the employee is nominated, they are removed from this suggested list. Users can also choose the information icon to view why the employee is suggested in a popover dialog. The dialog contains up to four sections:
Detailed Successor Recommendations
For greater details, 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.
Automatic Channel Creation for Matrix Relationships
There is a new option on the Continuous Performance Management Configuration admin page, Enable matrix managers and matrix reports to be shown as people selections for Channels by default. When enabled, users identified as matrix managers or matrix reports are automatically added to the Channels list in Continuous Performance Management for the user.
Configuration Required
Each matrix manager/matrix report will have a 1:1 channel automatically created. On the Continuous Performance page, these channels will be grouped into two new categories: Matrix Managers and Matrix Reports.
Previously these channels were not automatically created nor categorized into groups. This enhancement reduces manual work and makes matrix relationships easy to see and manage.
Channel List
Bulk Channel Invitations
Users can now send bulk invitations for 1:1 meeting channels on the Continuous Performance page.
The feedback requestor may use the basic search and now the advanced search to find and select multiple employees as invitation recipients, without a limit on the total number of selections. Previously, only certain basic search criteria were available and users could select only one feedback provider at a time.
Advanced Search Options
For this to work, the option Enable Multiple Role Support must be enabled in the Continuous Performance Management Configuration admin tool.
There is also a new email notification, Delivery Status of Multiple Roles 1:1 Meeting Invitations, to update on the delivery status of each invitation. The feedback requestor receives the follow-up email if the results of the mass delivery can’t be immediately displayed in a pop-up message or if any delivery fails. This notification is enabled by default.
Delete Channels
Users and administrators are now able to delete channels as needed. There are new delete channel related email notifications are well.
Users can now delete the channels that they own. However, channels involving a user’s current direct reports and matrix reports can’t be deleted.
There are two options:
Single deletion: select the trash bin icon which appears when hovering over a channel item in the list, or select the Delete Channel button in the channel details page.
Delete Channels
Bulk deletion: Choose Select and then the Delete Channels button on the header of the channel list. In the Delete Channels page, select and delete up to 50 channels in one time. Declined channel invitations can also be deleted.
Bulk Deletion
An administrator can now search and delete the channels and declined channel invitations in the new Delete Channels admin tool. However, the employee-manager and employee-matrix manager relationships cannot be deleted.
Admin Delete Channels Tool
New Email Notifications for Deleted Channels
There are new deleted channel email notifications now available and are enabled by default.
Channel Deletion Notification to Owners: channel owners are notified when the administrator deletes a channel for them.
Channel Deletion or Move Notification to Participants: channel participants are notified when a channel is deleted or moved to Hidden Channels.
Channel Deletion Notification to Administrators: administrators are notified of the deletion result of each channel. A deletion job will run in Provisioning when more than 50 channels need to be deleted at once. If an administrator chooses to delete 50 or fewer, the result immediately pops up in a message, then the system won’t send the email.
User Experience Enhancements
The Channel list now has a header with up to six categories:
Manager
Matrix Managers
Direct Reports
Matrix Reports
Other Channels
Hidden Channels
Channel List
This allows users to easily locate channels based on different job relationships.
A more consistent avatar experience
Users who have no access to the channel list can see their manager’s avatar on the header of Activities view, together with their own one.
View of Manager Avatar
Streamlined Navigation
All items on the Channels list are clickable which provides a more consistent experience. There is a chevron icon on each item for navigation to the right-side panel, where the invitation messages are displayed.
Channel List Navigation
Text and Icon Changes
The icon for deletion of the Declined channel invitations is now a trash bin which is visible when a user hovers on the channel list items.
The channel invitation icon button is replaced by the text button Invite.
Channel List Features
View Received Feedback from the Redesigned Activity Details Screen in Mobile Apps
Users can view and access the feedback they received about an activity from the Activity Details screen, now in improved detail.
Here users can access details of each activity related feedback message in the Feedback Received list. Details include the name, profile photo, and job title of a feedback sender, and the date when the feedback was received.
Selecting a row takes the user to the associated Feedback Details screen. Previously users could only see the count of feedback messages received for an activity. And when choosing a number, the users saw a screen that listed all feedback they received instead of the feedback related to the specific activity.
Feedback Details
Further Enhancements to the Activity Detail Screen
The Activity Details screen has been enhanced with new sections to provide at a glance details.
Activity start date and modification dates are in the section.
There is a new section for linked goals
Activity updates- there is now a separate screen to add activities. The Edit Update screen was renamed Edit Activity Update.
SAP SuccessFactors has released new features for your People Analytics solution. They can be found in detail here (S-User ID required). Filter on Solution for People Analytics to review all the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.
Preview release was available on April 28 with the production release scheduled for June 2. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. New to the release process? For tips on how to manage a release, check out our blog here.
After reviewing all of the changes in this release, we narrowed the list down to the 1H 2023SAP SuccessFactors People Analytics Top 3 Features:
Availability of Optimized View Mode in Story Reports
Users can now see an optimized story experience in the visualization of Story reports.
The optimized view mode is automatically enabled in the new stories that are built using the optimized design mode. Existing stories can be duplicated and then the optimized view mode can be enabled in the copied version.
Undo and Redo functionality lets users reverse or restore actions in Story reports
Optimized Loading Time for Workforce Analytics Reports
Load time has been reduced for Workforce Analytics reports since the widgets now appear on the screen as they are ready.
Previously, the screen would not render until all widgets were ready to view.
Dynamic Teams Data Available in Story Reports
Users can create a Story report with new data from Dynamic Team, Dynamic Team Member, Objective, Objective Status, Key Result, Key Result Comment, or Key Result Contributor.
After necessary role based permissions are setup, users can report on the usage of Dynamic Teams across the organization.
Dynamic Teams can now be added in the Query Designer
SAP SuccessFactors has released new features for your Compensation solution. They can be found in detail here (S-User ID required). Filter on Solution for Compensation to review all the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.
Preview release was available on April 28 with the production release scheduled for June 2. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. New to the release process? For tips on how to manage a release, check out our blog here.
After reviewing all of the changes in this release, we narrowed the list down to the 1H 2023SAP SuccessFactors Compensation Top 5 Features:
Planner Audit Feature for Compensation Planner
Compensation planners can now review field history changes made to compensation, variable pay, and total compensation worksheets.
Managers will be able to see changes to enabled fields on their worksheets via the link for Export Change History.
To enable fields for Planner Audit, go to Compensation Home – Template Name – Plan Setup – Design Worksheet
Compensation Plan Template Versions
Admins can now view the change history including Modified Date and Modified By for Compensation, Variable Pay, and Total Compensation templates.
Admins can download previous versions of the templates to assist in troubleshooting issues.
Role based permissions must be set in order to access export template history – Administrator – Manage Compensation and VarPay – Enable Export of Plan Template Versions
Advanced Executive Review Filters Are Now on by Default
Users can now select which fields are included in the Executive Review filter. This includes the standard fields of department, division, and location, as well as the 15 custom fields.
Filters can be saved and shared with other users.
Actions for all plans – Company Settings – Manage Company Settings – Enable advanced executive review filters is now checked by default
Recall Reward Statements When Worksheet Reverts
Statements are typically made visible when worksheets are in the Completed step of the route map. This enhancement automatically recalls generated statements when the worksheets are routed back from Completed Status.
This ensures that a statement is not viewed when it is not in Completed status as it may have needed to be updated with corrected information.
In order for this functionality to work for Variable Pay, the Include only Completed Variable Pay worksheets setting must be checked
Assignment Details in Bonus Payment Detail Report on Executive View
The Bonus Payout Detail Report download in the Executive Review now includes assignment level information for individual and team standard fields.
Assignment level custom fields are also included in the download.
Bonus Payout Details export now contains assignment level fields
SAP has announced the latest updates and changes for SuccessFactors for the first half of 2023.
Preview release is available on April 28 with the production release 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.
Latest Goal Management
General Availability – Universal
Latest Goal Management Now Generally Available
The latest Goal Management is now generally available. It does require an upgrade which cannot be undone. It is best to familiarize yourself with the latest features available and limitations before doing the upgrade.
Latest Goal Management
Once enabled, the latest version is automatically applied to the modules that are integrated with Goal Management. This includes as Performance Management, 360 Reviews,Continuous Performance Management, Career Development and the latest home page.
In prior releases, there were several limitations to the features available in the latest Goal Management. The 1H 2023 release addresses several these restrictions. We will review the most important updates.
Copy goals or create goals from a goal library.
Use milestones in goal plans
Use Advanced People Search to Assign or Cascade Goals using the latest Goal Management
View audit history for goals
Use legal scan
Dynamic Teams Integration with latest Goal Management
Latest Goal Management Updates for iOS and Android Mobile Apps
Create Goals from a Goal Library using the latest Goal Management
One of the best new features of the latest version of Goal Management is the ability to use goal libraries when creating goals. Previously, goals could only be created from scratch or copied from another goal plan.
With proper permissions, when clicking the Create Goal button, the user can now select the “Create from Library” option.
Create Goals from Goal Library
A users can select up to 10 personal goals from a predefined goal library at once.
Manage Milestones for Goals
It is now possible to use milestones (sub-goals) on goal plans. Milestones can be used for personal and team goals.
Milestones on Goal Plans
Use Advanced People Search to Assign or Cascade Goals using the latest Goal Management
When assigning a team goal or cascading a personal goal, the people search was limited to Name. Now an advanced people search is now available. The search now includes department, location, and division.
Advanced Search to Cascade Goals
View Audit History for Goals
When read permission for goal fields is granted, users can now keep track of goal changes. Anytime a goal is created, copied, cascaded, assigned, modified, deleted, or replaced, an audit record is created.
Audit Goal History
Users will be able to see a list of any changes were made. This includes identify who made the changes, and when. A before/after comparison for modified or replaced goals will display previous values and the new values for changed fields.
Details on Audit History
Comments, activities, and learning activities changes are not captured in the Audit History.
Use Legal Scan in the Latest Goal Management
The Legal Scan feature is now available and allows users to check whether their inputs for text and textarea goal fields are in compliance with legal requirements. Comment field are not included.
Dynamic Teams Integration with latest Goal Management
A new major feature integrates Dynamic Teams with Goal Management. This allows team members to link the their dynamic team’s objectives to their performance goals. Dynamic Teams has to be configured and the Enable Linking to Performance Goals setting turned on.
Team members identified as contributors to one key result (ORK) can link a dynamic team’s objective to personal goals.
Contributors may
Use the “display more actions” menu to open the Link to Goals side panel, where you can see linked goals or add a new one.
Use the ‘ Link to goals’ icon to open the Link Goals dialog to select a goal plan and the goals you to link to the objective.
A Linked OKRs section in the goal details has an option to View Details about the linked OKRs in a dialog.
Linked OKRs in Goal Plan
Additional requirements to use this feature include:
Being a member of a dynamic team that has defined its objectives and key results.
Being as a contributor to at least one of the key results for the objective you want to link.
Have permission to view the goal plan that includes the goal you want to link the objective to.
Latest Goal Management Updates for iOS and Android Mobile Apps
Many of the capabilities in the latest Goal Management had not been available for mobile users. The latest release address many of these limitations:
Create Goals from a Goal Library in iOS and Android Mobile Apps
Copy Goals from Goal Plans in iOS and Android Mobile Apps
Leave Comments on Goals in iOS and Android Mobile Apps
Manage Milestones for Goals in iOS and Android Mobile Apps
Performance Management
Updates to performance forms are minimal. We will look at a few of these.
User Experience Enhancements to Performance Management Forms
There have been enhancements to the user experience for PM forms which we will discuss.
Goal Section Updates
In the goal section some enhancements have been made:
Goal Details tab now appears first among all available tabs for a goal. Previously, the first tab was Achievements.
The Goal Name is now in bold font.
Goals on performance form
Page Anchoring
Previously, when the PM form page refreshed, users were anchored to the top of the page. Now when users perform an action on the form page, they’re now anchored to the location where the action was performed.
Toast Messages
Toast Messages provide feedback to users about an action they have taken.
For example, adding or deleting a goal, competency, or learning activity on the form page, a toast message will display confirming the action was performed.
Toast Message
Automatically Fix Document Transfer and Change Engine Issues Caused by RBP Refresh Failures
The Document Transfer and Change Engine issues caused by a RBP refresh failures can now be fixed automatically on a daily basis.
To enable the automatic fixing, select Automatically Fix Document Transfer and Change Engine Issues under Admin Center Performance Management Feature Settings.
Continuous Performance Management
General Availability – Universal
Hide Prior Feedback from the New Manager That Was Requested or Given By the Former Manager
A major update for Employee Central (EC-enabled) instances allows the admin to automatically hide feedback from former managers in Continuous Performance Management (CPM).
Previously, when an employee inherits a new manager, or a manager provides feedback to the employee and leaves the company, the employee had the option to manually hide or delete that feedback from their new manager.
The feature automates the process of hiding feedback given or requested by the prior manager when a manager transfer occurs. The admin will now have the option on the CPM configuration page to automatically hide prior feedback requested.
CPM Configuration
Visibility of Edit and Delete Actions for Continuous Performance Goal Cards Based on User Permissions
Continuous Performance Management goal actions are aligned with Goal Plan action permissions for Goal Management. Employees now have more control over their Performance Goals by creating, editing, or deleting directly in Continuous Performance Management (CPM). When integrated with Goal Management, changes to Performance Goals by the CPM user are reflected in the user’s Goal Plan.
The permissions for available actions on a goal in Continuous Performance Management experience respect Goal Plan configuration. In the previous version of CPM, users were shown both Edit and Delete options for goals. Now employees see actions for edit, delete or edit and delete for Goal cards based on their granted permissions.
There are three different access views of the Goal card: Edit, Delete, Edit and Delete. With this release, the user is only shown the options that they have permissions to use. Previously, Goal cards shown in My Activities view of Continuous Performance allowed all users access to edit or delete actions for the goal.
Now on the My Activities view with the employee’s permission to only edit goals, the Edit icon is what they will see on the Goal cards.
Edit Goals
When an employee’s permission only allows to delete a goal, the delete icon is the only action available on the Goal cards on the My Activities view.
Delete Goals
To modify an Activity linked to a Goal, select that Activity. This opens a new view with Activity Details. Separate Edit and Delete options are available for the selected Activity.
Activity Link to Goal
Use Continuous Feedback in the SAP SuccessFactors App in Microsoft Teams
When SAP SuccessFactors and Microsoft 365 are integrated, a new feature enables allows Continuous Feedback of the latest Continuous Performance Management within Microsoft Teams.
Within Teams, users can enter the SAP SuccessFactors app from the app bar or the compose message area of any chat and perform these tasks:
Request feedback: users can send a feedback request to others to ask for feedback on their performance at work
Give feedback: users who receive a feedback request can provide their feedback and send it back to the requester
Continuous Feedback from Microsoft Teams
Then find and select the person to collect feedback from. Fill in the questions to ask.
Questions for Feedback Provider
Receiver is then notified and can reply in the SF app.
Replacement of Continuous Performance Management Legacy Version with the Continuous Performance Management Latest Version
The legacy version of Continuous Performance Management (CPM) reached end of maintenance on May 20, 2022 and will be deleted as of May 24, 2024.
The replacement is the latest version of CPM is currently available in the Upgrade Center. If no action is taken, your company will be automatically upgraded to the latest version after the deletion date.General Availability – Admin Opt-Ins
Calibration
General Availability – Universal
New Filter Options in Calibration Session
There are now six more filter options to narrow down employees to be displayed in a calibration session.
The new filter options are:
Discussed
Country
New to Position
Future Leader
Key Position,
Matrix Managed
Additional Filters for Calibration Session Employee Search
Discussed is predefined as a default filter. To use the other five filters, enable in Filter Fields from Admin Center >Manage Calibration Settings>Search and Filter Fields.
Calculated Performance Management Ratings Available in List View
You can now view calculated ratings of employees for all performance rating elements in the List view of a calibration session.
By enabling the new admin option Show Calculated Rating from Performance Management in List View at Admin Center >Manage Calibration Templates>Views>List View, calculated ratings of employees can be shown in the List view.
When manual rating for performance elements are enabled, calculated ratings display in the same column as manual ratings. Previously, only manual ratings were shown for the rating element.
When calculated rating for performance elements is enabled, calculated ratings display in the same column as rating labels. Previously, calculated ratings were shown as rating labels defined in rating scales.
Calculated Ratings in Calibration List View
Improved Format of E-mail Notifications Regarding Calibration Rating Changes
Next is a minor update generally available. Columns are left-aligned in e-mail notifications about rating changes in finalized calibration sessions. This update is easier to read. Previously the header and data were not aligned.
Updated Calibration Rating Changes Email
Calibration Configuration Available in Configuration Center
You can now view, download, and transport parts of Calibration configurations using Configuration Center.
Configuration Center
360 Reviews
There are very minor 360 Review updates. Highlights are described below.
Participants are now loaded on demand in the Evaluation Summary section of 360 Reviews forms.
Previously when a 360 form was opened, all participants were all loaded at once. In rare cases where a form had a great number of participants, there was potential to cause performance issues.
With the latest release, if a form has fewer than 100 participants, all the participants are loaded when the form is opened. If the form has more than 100 participants, the first 100 are loaded but users can scroll down to the bottom of the list to trigger further loading.
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.
If you’re using 360 Reviews v11 Version, you should migrate to 360 Reviews – SAP Fiori Version.
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.
Update to the Expiration Duration of Reset Password Link
Link expiration duration for the Set Welcome Password and Reset Password link expiration (in days) option is now set to 1 day by default.
The Set Welcome Password and Reset Password link expiration (in days) option is now disabled for editing. This option is available in the Password and Login Policy Settings: Applied to External Candidates and Agencies page.
This update enhances the privacy of Agency user accounts and external candidate accounts.
Improved Special Character Support in Job Searches
Keyword and location searches in career sites enabled by Career Site Builder now recognize special characters and treat them as if they were regular characters, so that search results are the same whether the term you use includes special characters or not.
The following table shows an example of how search functionality now treats “Quebec”:
Term Used in Job Posting
Search Query
Search Result
Québec
Quebec
Returns job postings that list both Québec and Quebec.
Quebec
Québec
Returns job postings that list both Québec and Quebec.
The following special characters are recognized for both keyword and location searches, and are treated as if they were unaccented:
é – accent acute
è – accent grave
ë – umlaut
ê – circumflex
ç – cedilla
ñ – tilde
ø – streg
ð – eth (capital form Ð)
å – bolle
æ – ligature
œ – ligature
ē – macron
č – háček
ŭ – crescent
This enhancement to improve the search experience for the candidate, as well as to provide more flexibility for persons writing job requisitions.
New Recruiting Career Site Details for SSL Certificate Expiration Email Reminders
The SSL certificate expiration email reminders are improved with additional details that help administrators identify the specific Recruiting career site certificate that is set to expire.
The email reminders now include the following details:
RCM Company ID
Career Site Builder Site ID
Site Name
Career Site URL
This enhancement to make it easier for administrators to easily identify which career site is associated with the expiring SSL certificate email reminder.
Enhanced Search Functionality for Redesigned Applicant Workbench
The redesigned Recruiting Applicant Workbench now provides an improved user experience for searching, filtering, and displaying applicants who have applied for specific jobs.
You can now filter the applicants using:
Background elements configured in your candidate profile template. For example, previous employment, education, and so on.
Applicant first name and last name.
Fields defined in your application templates and candidate profile.
Keyword search in resume and cover letter.
Facet counts for picklist items, such as Country, where you can see the number of applicants.
For example, you can easily find the list of applicants:
Who currently live in New York and previously worked for the ABC organization.
Who have proficiency in speaking and writing in the French language.
Whose resume contains keywords, such as Java, Python, User Assistance, and so on.
Note:
The Latest Applicant Workbench is available only for customers who have joined the Early Adopter Care (EAC) Program for Recruiting. Find more details at the Customer Community link in the Related Information section: Early Adopter Care for Applicant Workbench Management – Registration is now open!
New Qualtrics Feedback Opportunity for Recruiting Application Status Change
You can use Intelligent Services events to send information to SAP SuccessFactors Recruiting.
Manage Qualtrics Integrations in the Admin Center now includes the Application Status Change option in the Event Name field’s dropdown list for Recruiting.
Here’s a screenshot of the enhanced feature.
This enhancement was delivered so customers would have a way to get feedback from candidates when their application status changed. This, in turn, can help organizations make appropriate corrections or adjustments to the Recruiting process.
Replacement of Google Universal Analytics for Career Sites
Google is replacing Universal Analytics with Google Analytics 4. Career Site Builder administers should update their configuration settings by July 1, 2023, when all standard Universal Analytics properties stop processing new hits.
Key Dates
Future dates are subject to change.
Milestone
Date
Definition
End of Development
December 9, 2022
The deprecation milestone after which SAP stops enhancing a product or part of a product. You can continue to use the software, but you should begin planning for a time when it will no longer be available for use. We still fix high-priority bugs.
End of Maintenance
December 9, 2022
The deprecation milestone after which SAP does not fix bugs or deliver patches for the software. SAP continues to answer your how-to questions. We strongly encourage you to adopt an alternative method for your business scenario.
Deleted
July 1, 2023
The deprecation milestone when a feature is no longer available for productive use. You should now be using an alternative method for your business scenario.
Deprecation Details
Career Site Builder has a new Google Analytics 4 ID field, in SettingsSite ConfigurationSite Information. After you configure your Google Analytics 4 account, you can enter this account’s identification number in the new field. Doing so ensures that new hits continue to be processed for your career site after Google retires Universal Analytics on July 1, 2023.
If you’ve been using Universal Analytics for your career site, the existing Google Analytics ID field will continue to be available in Career Site Builder during this transition period. To reduce confusion between the old and new fields, we’ve revised the label of the retiring field from Google Analytics ID to Google Analytics (Universal Analytics) ID.
In Conclusion
We have now covered the highlights of the Recruiting related updates for 2H 2022.
Worklogix Blog 