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.
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