For your convenience, we’ve summarized the highlights of what’s new for 2H 2022 Succession and Career Development below.
Succession
On the Succession side of the house, the Succession Org Chart and position tiles received a functional enhancement to now be able to show the Job Title, Job Level, and Department in the header of the position tile. The options to turn these on is in the Org Chart Configuration screen in admin tools.
Enhancements to Calibration
There have been multiple enhancements to calibration sessions that impact Performance as well as Succession and Development. Specifically, you can now remove subjects from all calibration sessions where before you could only remove from inactive or setup statuses.
Additionally, there’s been enhancements to the enforcement of distribution guidelines so that more guidelines enforcement scenarios are supported when more than one session is finalized at a time. Specifically, you can now include more than one rating in the guideline, you can use operators other than “=”, and not all ratings may have a guideline. Before, these were only supported when you finalized sessions individually.
Reporting
Multiple new options are available in reporting on the Succession and development modules as well. The Career Worksheet is now available in Story Reports.
Mentoring data is also available now for Story Reports and Cross Domain Table Reports. This can be helpful for example if you wanted to cross domains of employee profile with mentoring to see which departments have mentors and mentees and which do not.
Career Development
SAP continues to catch up the old features of the old development module with the new look and feel.
Development Goals
For example, you can now copy goals from an old plan again. The comments feature is also now available in the latest goal management on the goal details page. In addition to Development Goals, this feature is also available for performance and 360 forms. To use this, you must add the comments field in the XML.
Career Worksheet and Career Explorer
The Career Worksheet now visually shows the gaps between target and actual competency levels for a role.
The career explorer is also generally available now with AI powered recommendations. It provides a hierarchy career path that allows for recommendations the employee may not have thought of pursuing based on career moves of people similar to them and/or roles from outside their hierarchy. The feature can also be a data source for the new opportunity marketplace.
You can also see why the system made such recommendations:
Mentoring
You can now add Country/Region as a matching category criteria for mentors and mentees. This option comes available so long as you have the country/region standard field setup in your data model.
Wrap Up
We have now covered the highlights of the Succession and Career Development related updates for 2H 2022.
Highlights are identified by module and the type of change.
Universal- for modules enabled, universal means no steps are required to have access to the new functionality. These features are automatically made available.
Admin Opt-In – the admin must enable the new feature, usually in Admin Tools
Admin Opt-Out – the admin must disable the new feature, usually in Admin Tools
Provisioning Opt-In and Opt-Out require a Partner or Product Support request For your convenience, we’ve summarized the highlights of what’s new for 2H 2022 Performance Management below.
Latest Goal Management
The updates are for the latest Goal Management are admin opt-ins. The new features are described below. These features are also now available in iOS and Android mobile apps.
General Availability – Admin Opt-Ins
Copy Goals from Goal Plans using the latest Goal Management
Users can now copy personal goals from their own goal plans as a new option to create goals.
Requirements to use this feature include:
The TGM/CDP Goal Transfer Wizard feature is enabled
The create permission is granted in XML configurations
The write permission for goal fields is granted
Leave Comments on Goals when using the latest Goal Management
Users can now add, edit, or delete comments on their own goals or those of their direct reports. In legacy Goal Management, comments are shown in the goal list or on the goal editing page.
Copy form Goal Plan
In the latest Goal Management, the updated comment feature is supported and comments are shown on the goal details page.
Comments Section on Goal Details
Comments can also be managed in Performance Management forms, 360 Reviews forms, and Career Development.
Team Goals Now Available when using the latest Goal Management
Users can now create, manage, and be assigned team goals in the latest Goal Management.
Users may:
Create, edit, or delete team goals
Access team goals from their own goal plan
Assign/unassign team goals to people from their team or people found via search
Share/unshare team goal ownership with others
If configured, users can manage team goals assigned to them in Continuous Performance Management.
Team Goal Landing Page
Users can also manage team goals assigned to them in Performance Management forms, 360 Reviews forms, and Continuous Performance Management.
Group Goals are no longer supported.
These new features are available in iOS and Android Mobile Apps as well.
Performance Management
The majority of the performance management updates involve Multi-Rater 360 forms and Calibration. However there are a few goal and performance related updates that we will begin with.
General Availability – Universal Updates
SMART Goal Wizard not available when using the latest Goal Management
It will not be possible to use the SMART Goal Wizard when adding a goal to a performance form. This feature currently is not supported. Even if you enable the SMART Goal Wizard setting in Form Template Settings this option will not appear when adding a goal.
Enhanced OData Entities for Querying Development Goal Sections on Forms
You can now use APIs to query development goal sections and goal items on Performance Management forms. The FormContent, FormPMReviewContentDetail, FormObjective, FormObjectiveDetails, and FormObjectiveSection APIs. Previously these APIs were used to query performance goal sections and goal items only
General Availability – Admin Opt-In
Confirmation prior to Sending Forms
When users send a form, a message popup appears and allows them to confirm the action.
In the advanced settings for the template, there will be a new option to enable the new experience as seen below.
New Setting Available
A pop-up will appear for a user that is sending a form back or forward a step to allows the user to confirm the action. It is also applicable when signing a form, rejecting form or sending a copy of a completed form.
In the route map on the form, clicking Actions in the current step, will display a dropdown list.
Actions on Route Step
Selecting the action will cause a pop-up to display.
Confirmation Pop-up
Continuous Performance Management
General Availability – Universal
Updated Character Count for Continuous Feedback Topic Field
In the previous version, when users chose the “send” button on a form, a confirmation page appeared.
The character count for the Continuous Feedback topic field to 200 characters.
Replacement of Continuous Performance Management Legacy Version with the Continuous Performance Management Latest Version
The legacy version of Continuous Performance Management (CPM) will reach End of Maintenance on May 20, 2022 and will be retired as of May 24, 2024. The replacement is the latest version of CPM, initially released in 2H 2020, that is currently available in the Upgrade Center. If no action is taken, your company will be automatically upgraded to the latest version after the retirement date.
General Availability – Admin Opt-Ins
New Quick Action to Give Feedback on the Latest Home Page
Employees can now choose to Give Feedback from the Quick Actions section on the latest home page.When the Give Feedback is selected, the user can search and select one person, input a topic, and provide feedback to the other user.
Give Feedback from Quick Actions
Once selected, the user may select the person, feedback topic, and questions.
Selections for Feedback
OData v4 API Continuous Feedback for the Latest Version of Continuous Performance Management
You can now use the Continuous Feedback OData v4 API with the latest version of Continuous Performance Management.
The OData v4 API for Continuous Feedback has been added to support third-party integrations and extensions for the latest version of Continuous Performance Management (CPM).
Calibration
General Availability – Universal
Remove Subjects from Calibration Sessions
There is a new admin tool, Remove Subjects from Calibration Sessions, used to search for the sessions where an employee has been included as a calibration subject.
When the employee is included in many sessions, you narrow down the search results by selecting a calibration template name. Then, only the sessions created with the specified template are listed.
Remove Subjects from Calibration Sessions
General Availability – Admin Opt-In
More Gender Values in Calibration Views
Male and Female were supported for visualization in Calibration Views. Now there are the other three standard values: Unknown, Undeclared, and Others.
The gender icon is displayed next to the employee’s name. When the gender of an employee hasn’t been specified in the system yet, it will be indicated as No Selection.
Gender Icons
The gender bars in the matrix grid view are now rendered in different colors:
Male: Violet
Female: Green
Undeclared: Blue
Unknown: Dark Blue
Others: Red
No Selection: Grey
Matrix Grid View
Enhancement to Guidelines Enforcement During Mass Finalization
There are more guidelines enforcement scenarios that are supported when you finalize multiple sessions at one time.
More than one rating is included in a guideline defined with a rating group
An operator other than “=” is configured in a guideline defined with a rating range
Not all ratings have a guideline
No longer are guidelines enforced only when finalizing an individual calibration session. With the latest release, multiple sessions can be finalized as long the distribution of subjects doesn’t meet one of the above-mentioned definitions. Distributions would need to be adjusted in order to finalize all of the sessions.
Previously, these guidelines were enforced only when you finalized individual sessions.
360 Reviews
There are several updates for 360 Reviews. Highlights are described below.
General Availability – Universal
Hide Route Map on 360 Reviews Forms
Similar to PM forms, a route map may be collapsed on the form.
This is done through the advanced settings of the 360 Review template by selecting “Hide Route Map on the Form”. Once enabled, when viewing the form, clicking on Hide Route Map will hide the route map from view on the form.
Visible Route Map
Clicking on Hide Route Map will collapse the route map from view on the form.
Click Show Route Map
Hidden Route Map
Required Fields Marked on 360 Reviews Forms
Fields defined as required are now identified with red asterisks on forms in the Evaluation stage. This now matches how required fields display in PM forms.
Updated Messages for Users Approving or Routing Forms Using Unsupported Tools
In the Approve Form or Route Signature Stage Form tool, once users enter document IDs and chose the buttons to approve or route forms, they weren’t informed that these tools don’t work for 360 Reviews forms.
Now if a user tries to approve or route 360 Reviews forms using unsupported tools in Admin Center, a message will display reminding them that these tools aren’t supported and are shown the correct tool to use.
Messaging when Routing using Unsupported Tools
“competency-filter” Attribute Supported in 360 Reviews Forms
The competency-filter attribute can be used to control what competencies users from different participant categories can view and rate on 360 Reviews.
Within the meta-cat element in the meta section of the form XML, define different participant categories in order to:
After the form is launched, in the Show Assignments dialog, participants belonging to the categories allowed to rate a competency are automatically selected for that competency. However, users can still select any competencies for a participant that weren’t initially included in the competency-filter defined for the participant’s category.
If a participant’s category is changed in the Modify stage, the participant’s competency assignment will be automatically updated to comply with the new category’s competency-filter.
If a participant is added in the Evaluation stage, the participant’s competency assignment will follow the competency-filter defined for the participant’s category.
If a competency is added to the form, filters including or not including this competency will apply to related competency assignments.
Disable Page Setup When Printing 360 Reviews Forms
It is now possible to prevent a user from specifying to print the Summary View or 360 Executive Review form. Instead the form will be printed in its entirety.
In Form Template Settings there is a new option – Disable Page Setup. When enabled, users aren’t allowed to specify the sections to print and the entire form will print.
Print Setup without Section Option
Show Behaviors in Summary Section by Enabling Rate-by-Behavior
When behaviors are associated with competencies, it is now possible to show behavior names and ratings in the Summary section.
To enable rate-by-behavior, set use-behavior to true and behavior-mode-opt to 0. In the Summary section, add the show-behaviors-in-summary element.
Purge Data of External Users in 360 Reviews
There is a new purge request, DRTM 360 Reviews – External User Purge used to delete data of external users no longer needed in 360 Reviews forms.
The External User Purge for 360 Reviews can be defined by the following purge rules.
A specified number of days have passed since the user declined a form
A specified number of days have passed since the user submitted a form
A specified number of days have passed and the user hasn’t responded to a form
A specified number of days have passed since the user who has never been involved in any form was added to the system
To successfully purge a user’s data who has multiple 360 Reviews forms, each form must satisfy one of the first three criteria.
360 Reviews External User Purge Request
Deprecation of 360 Reviews v11 Version
The 360 Reviews v11 version will reach the end of maintenance on May 19, 2023 and will be deleted on November 17, 2023.
360 Reviews v11 Version is being depreciated because 360 Reviews – SAP Fiori Version is generally available and includes the majority of features and functions that were available in 360 Reviews v11. In addition the SAP Fiori version has an enhanced user experience and updated visualizations.
If you’re using 360 Reviews v11 Version, please migrate to 360 Reviews – SAP Fiori Version.
Career Development
There are a few universal updates for Career Development that are reviewed below.
Career Worksheet – General Availability – Universal
Enhanced Competency Gap Graph in Career Worksheet
Previously, the gap graph was shown only when a competency had both a last rating and expected rating. With the latest release, if a competency has either a last rating or expected rating, a horizontal bar graph for ratings is shown below the competency.
In the example below, the competency has an expected rating shown in blue with no last rating.
Gap Graph
In the previous version, no horizontal bar graph was available if both ratings were not available.
Career Worksheet – General Availability – Admin Opt-Ins
Career Explorer Now Generally Available
Previously, Career Explorer was only available for customers in an Early Adopter Care (EAC) program. It is now generally available.
Career Explorer recommends career opportunities to employees based on the career paths of people who are similar to them in the organization. It provides a means for employees to find relevant opportunities in their organization outside their hierarchy, career moves of people who are similar and paths that they may not have considered.
For a recommended role, an employee can expand the card to see a career path in a lineage chart and view job profiles and recommendation reasons. The role may be added to Career Worksheet to do gap analysis for personal skills, or dislike the role to further personalize subsequent recommendations.
Recommended roles are refreshed every two weeks or when there are enough delta changes to the data. This allows employees to visit the Career Explorer page regularly to explore new recommendations.
Career Explorer Page
Mentoring – General Availability – Universal
Country/Region Picklist Available for Mentoring Matching Questions
A “Country/Region” picklist is now available in the question category to use for automatic matching. Matching rules can be created to allow mentees to define their preferred country/region when signing up for a program, and mentors’ country/region information is pulled from their profile data.
Country/Region Picklist for Mentoring
Mentoring Program Available in Cross Domain Table Reports
Mentoring Program is now available as a domain in Cross Domain reports in Table reports. This can be used with Performance Management, Goal Management and Employee Profile domains to gather mentoring program related data.
In Conclusion
We have now covered the highlights of the PM related updates for 2H 2022.
I’ve implemented and supported many SAP SuccessFactors systems across my 15+ year career. One repeated issue I’ve come across throughout these years is how to catalog skills, competencies, and the like in a systematic way that allows employers to record, categorize, evaluate and search through employees who have specific skills at specific skill levels. Imagine starting a new project or opening a new plant and being able to see who out in your existing talent pool has the skills you need to success instead of hiring new full time talent or contractors. Up until recently, the only way SAP SuccessFactors customers have had to do this out of the box has been the employee profile which lacks the rigid structure needed to really properly catalog skills.
As the SAP SuccessFactors product as continued to expand, SAP has set out to solve this problem. SAP’s answer to the problem of how to record, categorize, evaluate and search through employee skills, competencies, and the like in a systematic way is the Center of Capabilities.
The Center of Capabilities provides a framework where the skills, competencies, and other similar employee attributes that matter to your organization can be cataloged and assigned to employees. The framework consists of two main components: the Capabilities Library and the Capabilities Portfolio. As you might expect, the library contains the listing of all capabilities (skills, competencies, etc.) that are important to your organization. The portfolio shows which particular skills, competencies, etc. are assigned to individuals or job roles (for more information on job roles, check out our blog Introduction to the Job Profile Builder or our book that covers this and more talent management topics). Let’s take a closer look at these two components of the Center of Capabilities.
The Capabilities Library
A Capabilities Library stores a collection of related skills / competencies / attributes. For smaller organizations you may have only one library divided into a few major categories. For larger organizations you may have multiple libraries each containing a single relevant functional area further divided into smaller categories and even groups beneath those. In addition, behaviors can also be added to competencies. Two examples are below, the first a snippet of a simple single company-wide library, and the second a snippet of a larger company collection of libraries with competencies that also contain behaviors (note that as of writing this blog, only competencies are supported in the library, but the long term plan appears to be to include more types of capabilities):
Library: ACME Company Library
Category: Finance
Competency: Analytical Approach
Competency: Financial Responsibility
Library: Information Technology
Category: IT Project Management
Group: Project Planning
Competency: Achieving Deadlines
Behavior: Clearly lists key/critical dates
Behavior: Provides consistent status reports
Competency: Being Adaptable to Changes in Plan
Behavior: Takes in New Requirements following change control procedures
Behavior: Adjusts project plan using proven estimation techniques
Group: Meeting Facilitation
Competency: Listening to Others
Behavior: Implements active listening techniques
Behavior: Records key group member discussion points into meeting notes
Competency: Guiding Others to Desired Outcomes
Behavior: Understands and interjects when meeting is becoming derailed
Behavior: Facilitates agreement between meeting participants
Category: Systems Administration
Group: Configuring Systems
Competency: Following Change Control Procedures
Behavior: Reviews change control procedure documentation
Behavior: Listens to and implements architectural review board feedback
The screenshot below shows a sample of what a competency with behaviors assigned looks like within the Library. You can access the library via the “Manage Center of Capabilities” screen (make sure you assign this permission first as well as end user permissions – you can find more details in the admin guide at help.sap.com).
The Capabilities Portfolio
The capabilities portfolio is what ties an individual to a set of capabilities from the library via their job role. Capabilities can be assessed via a performance form. Each capability has a proficiency rating scale assigned to them that determines what their scores can be. Before you can use the portfolio, you’ll have to use the setup wizard pictured below in the “Manage Center of Capabilities” screen to setup the rating scale / proficiency levels. You will also need to associate which performance forms will show the proficiency history.
Once your setup is complete, you can select “Capabilities Portfolio” from the main navigation to look at your capabilities. As capabilities are rated via performce forms, they are updated here. You can look at the capabilities of another by searching for their name and selecting “Go to -> Capabilities Portfolio” from the action menu.
Conclusions
As of right now, the “Center of Capabilities” is mostly a rebrand of the existing competency library. However, taking a look at the SAP release roadmap, we can see that subsequent releases should prove to have more functionality that will expand the functionality beyond the initial limits of the legacy competency library. Speaking with contacts at SAP, the vision is to have the Center of Capabilities serve as the location where HR resources can find out all kinds of information about what individuals within the organization can do for it and conversely empower individuals to seek other opportunities in the organization that need their unique capabilities.
Do you need help setting up the Center of Capabilities? Contact us at info@worklogix.com!
For your convenience, we’ve summarized the highlights of what’s new for 2021 Performance Management below.
The updates for Performance Management are primarily targeted for 360 Reviews so we will start with those. The PM form updates will be discussed after these features have been reviewed. Calibration updates can be found in our separate blog here.
What’s New for 360 Forms – Fiori Version
Here are the 10 universal updates made for the Fiori version of 360 forms to provide the same features that are available 360 Reviews v11.
Add Approvers in 360 Reviews
Approvers may now be added in the Modify stage.
Development Goal Section Available in 360 Reviews
A development goal section may be added to a 360 Review form template. These enables employees the opportunity to add and edit development goals.
Display a Data Table for a Chart
Within a 360 Executive Review and Detailed 360 Report, a user may select the table icon on a chart to see a data table. This provides text equivalents for non-text content.
Display External Users in Search Results When Adding Participants
It is now possible to add external users as participants without having to disable the system setting Hide External Users from search results.
EZ Rater Available in 360 Reviews
When enabled, the EZ Rater option provides a more condensed list view for rating goal and competencies.
Form History Available in 360 Reviews
Prior performance and 360 forms are now available within a 360 Review. The History button will display options to view either form type if available.
More Form Actions Available in 360 Reviews
Additional action options are now available for 360 forms. Information about the form may be viewed and the form may be deleted.
Print Preview Available in 360 Reviews
When the user clicks the Print button, a popup displays a preview of the form. This provides the user the opportunity to select the entire form or selected sections to print.
Stack Ranker Available in 360 Reviews
Stack Ranker can be enabled which allows side by side ranking of employee competencies. Ratings may be modified and comments added.
Section Descriptions Fully Displayed by Default
Now section descriptions are fully displayed by default and can be collapsed. Clicking Show Less to hide content. Previously sections were collapsed and the user had to click Show More to see the content.
What’s New for PM Forms
There are 5 universal updates for PM forms.
Customized Weighted Rating Supported in Import Overall Scores
Previously it was only possible to import overall scores into the Objective Competency Summary, and Performance Potential Summary, and Summary sections. The new release enables you to update overall scores for the Customized Weighted Rating section.
On the import file, use <PERFORMANCE> rating in the CSV file. The rating field is also used to update the Summary and Performance Potential section overall rating. If there is more than one PERFORMANCE rating, there is a priority for updating. The section order for uploading from high to low is:
Customized Weighted Rating
Performance Potential Summary
Summary
Deep Link to Performance Management Forms
There is now a deeplink available to access a performance form: /sf/openFormByDocId
New OData V2 API Entity FormCustomizedWeightedRatingSection
There is a new OData V2 API Entity: FormCustomizedWeightedRatingSection. It can be used to get the Customized Weighted Rating section details of a performance form in order to update the manual ratings section of the performance form.
Target Population in Role-Based Permissions for Import Overall Scores
This update pertains to the Customized Weighting Rating import that we just covered. Role based permissions may now be used to restrict users to importing scores for only their target population.
Select a role in Manage Permission Roles. Go to Permission>Administrator Permissions>Manage Document and select “Import Overall Scores Only for Target Population” and “Include All Employees” which allows granted users to update manual overall scores for all employees.
Live Profile Section Deleted
A Live Profile section can no longer be added to PM forms. Information in the existing section is no longer available. A link to People Profile can be used on the form instead.
What’s New in Continuous Performance Management (CPM)
There are some new early adapter features for the latest version of Continuous Performance Management (CPM). They are admin opt-in or opt-out features. We won’t cover these here since the latest version is not widely enabled. When the latest version of CPM is enabled, these email reminder notifications will become obsolete: Conduct 1:1 Meeting, Update Status, along with Activity and Achievement reminder notifications.
The latest version will handle notifications differently since multiple roles can be used and meeting channels can be created. Requests and meeting notifications can be created for anyone in the user’s meeting channel.
We have now covered the highlights of the PM related updates for H1 2021. See our blog for Calibration release features.
In this release, we saw a wide range of enhancements across the Talent modules – some specific to Succession and others that lay across the modules but help out succession planners. Let’s take a look at what’s new in the Succession module below!
Succession Management Specific Changes
Let’s start with what’s new just for Succession Management before we take a look at some general talent improvements that are relevant to Succession.
Nomination History
The main new feature exclusive to Succession Management is the ability to view nomination history in the talent card and in the people profile. Users will with Succession Planning permission can click a history icon on these screens to see a list of positions for which the employee has been nominated and information about the nomination history for each including the date, nominator, readiness level, status, change type, and notes. The information includes deleted nominations as well.
Nomination History View
Hide Pending Nominations for Talent Pools
Succession configurators have had the ability to hide pending nominations from succession planners for some time now, but the ability was only extended to position nominations. Now, this feature works for talent pool nominations as well. This configuration setting remains in the same in Admin Center -> Nomination Setup.
Form-Based Nomination Deleted
Another update specific to succession with this release is that form-based succession nomination will be completely deleted as of May 21,2021. This was a legacy method of approving nominations – if you never used it, then don’t worry because no action is required. If you are still using forms to approve nominations, you have little time left to switch to the newer permission-based method!
General Talent Management Updates Relevant to Succession
There are also numerous updates across the talent modules in general that affect not only Succession, but also Performance, Goals, Development, and/or Calibration. Let’s take a look at these briefly below.
Editing Talent Info Directly on a Talent Card
It seems like every customer for whom I’ve implemented Succession has asked why they need to switch between the employee profile view and other views to edit talent information. Why can’t customers just change the information right on the talent card that shows up across the different views that contain the talent card? This way data like impact of loss or risk of loss can be updated when the user has the contextual information they need to make the decision. Well now, customers can!
Users can now click the icon shown below to open a popup that allows these fields to be changed.
Editing Information on a Talent Card
My Jobs Downloads
Previously Succession (and other talent reports) could be downloaded from the Scheduled Reports page in Classic View. Reports may now be downloaded from My Jobs page within Report Center. This eliminates the need to switch to Classic View prior to downloading.
A report with multiple files can be downloaded in a compressed .zip file or downloaded individually.
Numerous Calibration Session Improvements
There are a variety of calibration session feature that have been added/updated as well. For example specifying default facilitators or allowing managers to more easily create calibration sessions for their teams. For more information on these improvements, check out our blog on What’s in in H1 2021 SAP SuccessFactors Calibration Release.
That’s a Wrap!
That’s all of the updates for H1 2021! We hope you found this blog informative!
SAP SuccessFactors Job Profile Builder (JPB) is a tool used to create and maintain job profiles associated to job roles. Job profile content can be used when creating job requisitions but it can be used for much more. JPB is integrated with many HCM modules and the key that ties all of these modules to Job Profile Builder is job roles.
The job profile components can be used in many modules. These components are useful in many areas of SuccessFactors including:
Performance Management
Career Development
Succession
Employee Profile
First, let’s look at a job profile. Job Profiles are tied to job roles within a job family. The profile can include education, skills and competencies to associate with a job role. This information can get pulled into a req and the position associated with a job will inherit its properties.
An example of a job profile is shown below.
Job Profile
Competencies are a very critical component of a job role. The competencies are selected from a competency library, most notably the SuccessFactors 2.1 Competency Library. Once the job roles are created, competencies are selected to map to roles. Positions associated with a job will then have these competences that can included as requirements on a job req or a way for an employee to track progress on goals.
As you see below, for a role, a competency library is selected and then competencies can be added.
Mapping Competencies to a Job Role
Job codes, skills, competencies and talent pools can be mapped to a job role. Job codes associated with the roles will inherit the skills and competencies. An example is shown below.
The job role below has a job code, 8 competencies, 4 skills and a talent pool mapped to it.
Job Role with Mappings
This means that all positions associated with a job code will then have the associate skills and competencies.
Performance Management Any job related competencies can be included on performance form template. This allows an employee to be rated on their job specific competencies.
When a form is generated, all competencies associated with the employee’s role will be pulled in when a performance form is generated.
Role Competencies on PM Form
Development Goal Plans
Development goals can have have competencies added. This is especially useful when using Career Worksheet which we will look at next,
Competencies on Development Goal
Career Worksheet The Career Worksheet is a component of Career Development and is used by an employee to discover development opportunities based on roles that may wish to grow in to. The Career Worksheet is also dependent on job roles and their job role definitions, mapped competencies and expected competency proficiency ratings.
Job profiles will appear throughout the career worksheet, when browsing roles, viewing suggested roles, viewing career paths to name a few.
The employee selects future or targeted roles to view along with the job role’s associated competencies. The worksheet identifies competency gaps which highlight development areas that the employee needs to work on. The worksheet also illustrates how ready an employee is for the targeted role based on their competency proficiency. The worksheet may also be used to view career paths and suggested future roles.
Competency mappings to roles are the sole source of competencies listed on the career worksheet. Only ratings from completed forms are displayed in the career worksheet.
A job role will require a number of competencies and each competency should have an expected proficiency level rating. An employee’s readiness for the role depends on whether the employee’s proficiency rating for the competencies meets the expected ratings.
The system uses the Career Worksheet readiness calculation to compute a competency match score which compares the employee’s competency rating with the expected rating for the role.
An employee can browse career paths and suggested roles from their Career Worksheet. Employees can proactively prepare for that next step. By discovering the competencies and skills needed to exceed in a job role, the employee can create development goals that align with a targeted role. This gives employees a sense of empowerment to develop skills, behaviors and competencies to prepare for future roles.
Suggested Roles
Suggested roles can be based on career paths or through an algorithm based on a set of criteria. The suggested roles can be a combination of competencies, targeted roles, career path and roles selected by peer. Clicking within any role will will display the job profile, Selecting a role will add it to the employee’s career worksheet in order gauge their readiness for the role.
Suggested Roles
Clicking the plus sign will add the role the employee’s career worksheet.
The employee can view job roles based on job family. Selecting any will add the role to career worksheet.
View
Career Path
Once a target role is selected, the career path for the role can be viewed. This gives the employee a chance to see the job role progression. Job profiles for the roles in the path may be viewed as well.
On the Career Worksheet, the job profile of a targeted role may be viewed.
Career Path for Target Role
All of the job roles that have been configured for a career path will display. The targeted role will be highlighted. Clicking on the information icon give the employee a view of the job profile which can be used to help them decide if that is a job they may like to grow into.
Job Profile
Role Readiness Form
The Role Readiness form is launched from the Career Worksheet by the employee and is used to rate how proficient they are in the competencies needed for any future roles that they selected. The form is used to help employees plan their career development and identify areas of development needed for the future roles.
Role Readiness Form
Readiness Meter
Once the form has been completed, the readiness meter on the career worksheet will show how ready the employee is for the targeted role.
Readiness Meter
Gap Graphs
There is a gap graph for each competency comparing the last competency rating of record for the employee with the expected rating for that role. All job roles mapped to a competency will be included. The graph shows the actual competency rating from the latest rating form against the expected rating for the competency.
For any large gaps for the competencies, the employee may decide to add a development goal to help them become more proficient. This will add the development goal to their development plan. The development goal will also show the linked competencies.
Succession
Job roles can be tied to talent pools. When a talent pool is mapped to a job role, all positions tied to the job code will then become members of the talent pool. Talent pools associated with a position display in the position card when accessed from the Succession Org Chart or Position Tile view.
An employee’s talent card will also show the talent pools their position is associated with as seen below.
Talent Pool on Talent Card
The Position card will also show talent pool successors.
Position and role information may be viewed as well. Within the Succession Org Chart, when viewing a position, the associated job role details may be viewed. Clicking ‘View Role Details’ will open the job profile associated with the role.
Role Details
Employee Profile
The skill profile is linked to JPB.
Employees can add skills whick can be used for employee development and succession planning,
Skill Profile
Conclusion
I hope you can see that Job Profile Builder can be used beyond Recruitment. The job profiles created can be extremely useful in developing the people within your organization and not just for finding new talent.
For more information on the Job Profile Builder and Talent Management Integrations, check out our book here!
As year-end approaches, it is common for many companies to take a second look at their employee performance and goal setting processes. In the past few weeks, I’ve been helping multiple companies revamp their employee performance processes. While some are just tweaking current forms and processes, others are considering including a new and often enlightening process – 360 evaluations.
What is a 360 evaluation?
The idea behind a 360 evaluation is to get a picture of how others view your performance from all angles. This means that in addition to getting feedback from your manager (top down), you also get feedback from your own direct reports (bottom-up), peers (side), and even external sources (vendors, business partners, customers, etc.).
Why do companies implement 360 evaluations?
Receiving feedback from a variety of sources helps create a more complete picture of how an employee is performing and/or perceived to be performing from different angles. 360 evaluations can help uncover trends and gaps in these different angles. For example, a manager may consider an employee a top performer, but when feedback is asked from peers or external sources on an anonymous basis, the employee might get different feedback (“He’s always on top of his own tasks, but sometimes at the expense of the team as a whole when we need his support”). Similarly, an employee may not be considered a top performer by a manager, but feedback from others could reveal a lot of solid performance feedback into which the manager never previously had sight (E.g. “She’s been so helpful in getting my career on the right path and helping me with work tasks at the expense of her own!”). Allowing this feedback to come to light can help employees and managers work to truly improve employee performance. We’ll take a look in a moment at how SAP SuccessFactors 360 evaluations aid in attaining this kind of feedback.
Walk-through of a 360 form in SAP SuccessFactors
360 forms are launched just like performance forms are. However, it is important to note that 360 forms use a separate screen for launching (don’t worry, this screen pretty much works the same as the other launch forms screen you are used to. After picking a target population, the admin can launch just like a normal performance form.
Search bar showing separate launch screen for 360 forms
360 forms will also show up in the performance inbox like other performance forms, but with a different icon. It is important to recognize that 360 forms use a template type than regular performance forms and get treated slightly differently in these respects.
View of Performance Inbox with both 360 and regular performance reviews
Once the first person in the route map gets the form (in this case the employee), they need to choose who will be involved in the evaluation. The system can be configured to default in people for categories like direct reports, manager, and peers.
Employee nominates raters step of 360 review
Users also have the option to add external participants as shown below by simply providing a first name, last name, and email and then choosing in what category the person should be included.
Adding an external participant
Once the user is finished adding participants, there is usually an approval step prior to the evaluations being sent out. Evaluations can be designed using sections similar to those you are used to seeing in a standard performance review form. There are sections for objectives, competencies, as well as an introduction and a section for the subject’s information. Unlike regular performance forms that can be configured heavily on the online editor in “Manage Templates”, 360 forms can only be fully setup by partners or SAP (though much of the config is done in the online editor).
For internal participants, the evaluation is sent to the user’s performance inbox like the typical performance reviews where they can then open the form as shown below.
360 Review Form Sent to Evaluator
In the case of external participants, after approval of the evaluators, an email is sent with a link that allows external users to access the form. This can be a security consideration for some organizations since the link is only as secure as the receiving email system.
After all evaluations have been completed, the form is put in the completed status and the employee / manger / etc can view the results depending on permission settings. You can see an example completed performance form below.
Completed Review showing Anonymous ratings
One key advantage of the 360 form in SuccessFactors over the typical annual performance review is that the 360 feedback comments and ratings can be made anonymous. Obviously the user would know who their manager is, or they might be able to derive who the other evaluators are based on category if there are only one or two – so the forms allow you to configure minimum counts in each category as well as rollups to combine categories to help keep anonymity. The user can click on the link for each reviewer to see the details of each review and create an HTML or PDF printout of the details as shown below.
Printed Detail of Individual Review Feedback
The form also has a nice detailed report showing the combined feedback comments and overall ratings by category. This can help the employee and manager understand where any gaps between self and manager evaluation ratings may exist along with other types of ratings from other categories. For examplem we can see below there is a large gap between the manager’s perception and the employee and other’s perception of “Prioritizing and Organizing Work”. Perhaps the manager is getting too much priority and the employee needs to focus on the work the team as a whole needs completed!
Wrap Up
After this quick walkthrough, hopefully you can now see the advantage of 360 forms as an insightful tool to get employee performance feedback from a variety of sources and understand what a typical end-to-end 360 process looks like.
For more information about 360 forms and other talent management modules in SAP SuccessFactors, check out our book here!
Do you need help implementing or changing your 360 form or other performance and goals processes? Contact us at info@worklogix.com.
With so many jobs lost, we all need to hunker down and concentrate on keeping our current jobs until things get better right? Nothing could be further from the truth!
Realizing the Need
Just last week, I had a call with a customer who wanted to re-examine their Succession Management process. They had the system set up. They didn’t really use it. Then COVID hit. Like many companies, the organization underwent a lot of changes and left a lot of resource gaps. Now they are realizing they could have been better prepared and are looking to quickly ramp back up their succession process. They are not alone.
Throughout this year, I’ve had the pleasure of serving on HR.com‘s advisory board for Internal Mobility, Succession, and Career Development. The organization just recently published the results of the cross-industry study we board members helped create. From what I see, the survey results are consistent with what I am seeing in the example I described above. Let’s take a closer look at the facts!
First off, most organizations recognize they don’t have an effective succession management and/or planning process in place. In addition to only 40% of companies agreeing or strongly agreeing that their process is effective as shown below, another survey question revealed that only 26% have a succession management system in place.
Source: HR.com’s Internal Mobility Webinar Nov 5, 2020
Furthermore, the survey also found that only about 1 in 5 companies have considerable job mobility within the organization.
Source: HR.com’s Internal Mobility Webinar Nov 5, 2020
At the same time, companies realize that business continuity (e.g. keeping the lights on!) is the most important reason to promote succession management and internal mobility.
Source: HR.com’s Internal Mobility Webinar Nov 5, 2020
Recognizing The Gap
So let’s get this straight, companies recognize that Succession and Internal Mobility are important, but they don’t currently have good systems and processes in place to support them. So why don’t more companies get their Succession Management systems and processes up and running? The problem is, most organizations don’t consider Succession Management important to the organization.
Source: HR.com’s Internal Mobility Webinar Nov 5, 2020
The gap here is that the process really is important for the reasons these companies have already realize and just not acted up (remember what we said about keeping the lights on?). And many companies right now are starting to realize this the hard way during COVID as employees leave both voluntarily and involuntarily and large resource gaps are being felt because of this process gap. I can only attribute this trend to “perception” since the facts point to a real need here. I think it is time to end this perception!
Is It Worth The Investment?
If I invest in a Succession and Development Management strategy, is it really going to work? The answer is “Yes!” The survey found overwhelmingly that those organizations who are internal mobility leaders, it is easier for employees to move to new positions. Making it easy for employees to move from one position to another makes it easier to fill critical roles with people your organization already knows and trusts rather than going through the expense and risk of recruiting externally (which many companies are still unable to do at all at the moment with some still experiencing hiring freezes).
Source: HR.com’s Internal Mobility Webinar Nov 5, 2020
OK, I get it, I need Succession and Internal Mobility! How do I get started?
There’s a ton of ways! We’ve talked a lot about Succession Management – which involves tagging which roles are critical to the organization and identifying how to fill those roles. This can help you define who to develop and what they need to develop. But of course, that means investing in employee development itself! Not surprisingly, the survey found a similar trend here. Almost half of companies reported they did not have a development process or program!
Source: HR.com’s Internal Mobility Webinar Nov 5, 2020
What’s more frightening, is that during the Pandemic, when the concentration should be on developing the fewer employees many companies are trying to make more effective, the opposite seems to be happening. 47% of companies saw decreases in employee development.
Source: HR.com’s Internal Mobility Webinar Nov 5, 2020
At the same time, employee demand for development opportunities has increased! 75% of companies saw that employees are looking for development opportunities!
Source: HR.com’s Internal Mobility Webinar Nov 5, 2020
Once again, there is a huge disconnect which helps explain further why many company strategies are out of alignment with the needs. Only once employees are able to develop their skills and competencies in order to meet the needs of critical roles will they will be ready to start filling those critical roles.
There are a lot of specific strategies companies are using the promote internal mobility and fill their succession management strategies. To find out more information about the different approaches companies are taking to implement their Succession and Development Strategies, you can download the full survey at HR.com or contact info@worklogix.com to talk more about your strategy!
For more information about Succession Management and other talent management modules in SAP SuccessFactors, check out our book here!
There are new universal and admin opt-in features in the H2 2020 Performance Management release along with a large number of universal features. We will start with what’s new. There are two admin opt-in updates and two universal 360 related updates.
New Admin Opt-ins
There are two new admin opt-ins available and we will look at them both.
Latest Version of Goal Management
The latest version of Goal Management provides users with an upgraded user interface with a comprehensive view of goals and development goals. This streamlined tool also enables access to the latest version of Continuous Performance Management (CPM) to create and view linked activities.
A notable change is combining performance goals and development goals within the navigation menu. Development goals now appear as a tab within Goal Management. An example is shown below.
Development Plan Tab
For both plans, the view is cleaner and more visually appealing. Goals are more prominently displayed and may be viewed by status as well. You can see what the new goal plan looks like below.
Linked achievements for the latest version of Continuous Performance Management (CPM) may be 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.
Linked Goal Activities
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. An example the manager’s goal plan view is seen below.
Manager View of Goal Plans
Job Profile Builder Support for Writing Assistant and Coaching Advisor
The other new admin opt-in feature pertains to competencies when Job Profile Builder (JPB) is used. Previously, to use Writing Assistant and Coaching Advisor for competencies in a performance form, the Teasers and Tunings were added to a competency library via an import file in Provisioning.
Now this task may be accomplished in the UI with the tool “Manage Writing Assistant and Coaching Advisor“. This update fills a gap between JPB and Job Description Manager. Within this tool, a competency library overview page will display. After selecting the library and finding the competency to update, teasers and tunings can be added to the performance details. An example is shown below.
Adding Teasers when JPB is Enabled
This new feature enables users without Provisioning access to create and modify the writing assistant and coaching advice content.
New Universal Updates
There are two new universal updates for H2 2020 both for 360 Reviews.
Advanced Search of Universal People Search Available in 360 Reviews – SAP Fiori Version
Advanced Search of Universal People Search is now available for 360 reviews. When searching for employees, when the “Find Employee” dialog box appears, there will be advanced search options. This search can be used in the “Add Participants” dialog box, in the “Send a Copy” dialog box and in the “360 Executive Review” page. The updated search screen is displayed below.
Advanced Search of Universal People Search
Detailed 360 Report in 360 Reviews – SAP Fiori Version
There is a revised version of the Detailed 360 Report. It has cleaner and easier to read layout. An example is shown below.
Detailed 360 Report
The settings are now housed at the top of the report and fonts are bigger and brighter for the gap values. Comments are more visible and appear beside ratings.
There is a radarchart to display competencies and ratings on the Graphical Summary tab. The print set up dialog box now offers an option to print specific views.
Admin Opt-in Updates
There are three admin opt-in updates available: New Competency Picker in Forms, Qualtrics Surveys for Steps in Performance Reviews and Customized Labels for Calculated Rating and Manual Rating in Customized Weighted Rating Section. Since there are sever
New Competency Picker in Forms
This opt-in is available when Job Profile Builder (JPB) is enabled and is used when adding competencies to a performance form. The new competency picker is used on PM forms to find competencies to add. Competencies can be found using a hierarchy structure and a search option. Competences can be selected by competency library or job roles and using keywords search. An example is shown below.
Add Competencies
Qualtrics Surveys for Steps in Performance Reviews
If you are using Qualtrics surveys in your performance process, the current version only allows the survey to appear after the employee signature step. In the new version, you may select which steps and for which roles the survey should display. The survey can be used for single role, iterative, and collaboration steps.
Customized Labels for Calculated Rating and Manual Rating in Customized Weighted Rating Section
The labels for the calculated rating and the manual rating in the Customized Weighted Rating section can now be customized using an XML file. In the previous version, the labels for the calculated rating and the manual rating were hardcoded as Calculated Form Rating and Overall Form Rating.
Universal Updates
There are several universal updates for Performance Management. Many revolve around the Customized Weighted Rating Section of a performance form. We will look at these but first we will look at the other universal updates.
Message to Remind Users Before Removing Signers
In a performance form that allows for a signer to be removed, there is now a reminder in the Remove Signer confirmation pop-up. The message is to remind users that by removing a singer, the form automatically routes to the next step. If that is not the user’s intent, they need to add a new signer before removing the current signer. An example of the new reminder is shown below.
Message Added to Remove Signer
New Feedback Data in Goal Plans
Feedback from Continuous Performance Management (CPM) is now available to display in performance and development goals plans. The CPM achievements column for a goal currently shows the count of achievements tied to a goal. With the latest version of CPM, achievement related feedback will also display. In the CPM achievements column, clicking on the count will now display the feedback topic title along the topic title and three sets of questions/answers from the Achievements tab.
New Feedback Data in Performance Management Forms
The CPM achievements column in the performance and development goal sections of a PM form currently shows the count of achievements tied to a goal. With the latest version of CPM, achievement related feedback will also display. In the CPM achievements column for a goal, clicking on the count will now display the feedback topic title along with the three related feedback question/answers.
If any achievements or feedback is deleted in CPM, the data is also deleted from PM forms, including completed forms.
You can check out my blog on the H2 2020 CPM Release Updates to see what else is new.
The remaining universal updates that we will discuss pertain to a very specific summary section of a performance form: Customized Weighted Rating.
Removal of Enable Customized Rating Calculation from Form Template Settings
“Enable Customized Rating Calculation” no longer appears in Form Template Settings as seen in the example below.
Current Method to Enable Customized Rating Calculation
“Enable Customized Rating Calculation” was a prerequisite to enable the calculation.
In the new version, simply adding the Customized Weighted Rating section to a form template acts as the prerequisite to enable the calculation of the overall customized weighted rating.
Enable Customized Weighted Rating
The business rules that trigger the calculation must also be configured.
Rating Scale for Customized Weighted Rating Section
In the previous version, the rating scale for the Customized Weighted Rating section used the same rating scale as the other rating section. In the new version, the Customized Weighted Rating section has its own rating scale.
“Unrated” and “Too New to Rate” in Previous Ratings of Customized Weighted Rating Section
In the previous version, “Unrated” and “Too New to Rate” were not in the Previous Ratings table of the Customized Weighted Rating section of a PM form and just displayed as 0. In the new version, “Unrated” and “Too New to Rate” are displayed in the Previous Ratings table of the Customized Weighted Rating section and both are ignored in the calculation of the overall customized weighted rating.
Allow Override of Unrated Manual Rating for Customized Weighted Rating Section
In the Customized Weighted Rating section of a form template, there is now the option to override the unrated manual rating. The option, Allow Override of Unrated Manual Rating has been added so this summary section can work like the others as seen in the example below.
Allow Override Unrated
In the previous version, the unrated manual rating displayed as Unrated. In the new version, the unrated manual rating can be overridden by the calculated rating.
Too New to Rate in Customized Weighted Rating Section
Like the other summary sections, there is now the option to provide a label to explain why an employee is not rated. An example using the current summary section is displayed below.
Unable to Rate Label
The summary section example above shows the Unable to Rate field will be available as an option in the Customized Weighted Rating section of a form template.
Calculated Rating from Customized Weighted Rating Section in Ad Hoc Reports
If you are using the calculated rating in the Customized Weighted Rating section of a form template, ad hoc reports use the unadjusted calculated rating from the performance template summary section instead. An example of creating an ad hoc and selecting rating columns is shown below.
Unadjusted Calculated Overall Performance Rating
In the new release, when creating an ad hoc report, when this same field is selected, the Unadjusted Calculated Overall Performance Rating from the Customized Weighted Rating section is used. This means reporting will accurately reflect the ratings in the performance forms. This is especially important when the template has both the Summary section and the Customized Weighted Rating section. The calculated rating from the Customized Weighted Rating section overrides the unadjusted calculated rating from the Summary section.
Customized Weighted Rating Section and Ratings Displayed in En Route Folder
In the prior version, when a form with the Customized Weighted Rating section was in the En Route folder, this section’s ratings were not in sync with the in-progress form. In the new version, the Customized Weighted Rating section section of a form will display in the En Route folder and will be synced with the in-progress form. The Previous Ratings table of the section will contain the ratings from the previous steps for the login role and by other roles.
Calculated Rating from Customized Weighted Rating Section in Bin View
There is a another feature available when a calibration template is based on a performance form template that contains a Customized Weighted Rating section. Currently, when the data source for a calibration template is a performance form template with this summary section, either the manual or the calculated rating can be calibrated. However, the calculated rating cannot be displayed in the Bin view of a calibration session.
With the latest release, the calculated rating from the Customized Weighted Rating section may display in the Bin view if this calculated rating comes form a PM form and the “Show calculated rating in addition to manual rating (only applicable to Bin view)” setting is enabled. An example is displayed below.
Calculated Rating Option for Bin View
Label for Rating Scale Scores in Previous Ratings of Customized Weighted Rating Section
In order to get a clear picture of what the numeric rating means, labels are now visible. In the previous version, the ratings in the Previous Ratings table in the Customized Weighted Rating section were displayed only as numeric values.
An example is shown below.
Numeric Rating in Prior Version
In the new version, the ratings in the Previous Ratings table of the Customized Weighted Rating section are displayed as numeric values with corresponding text labels. If rating numeric values are mapped to labels in the manual rating scale, the label display next to the rating’s numeric value. If no labels were mapped, the rating will continue to just display its numeric value.
And example is shown below.
Customized Rating Section with Rating Labels
There is a checkbox in the form template for this section: “Hide numeric rating values (only show text labels)” similar to other summary sections.
If a rating’s numeric value is mapped to a certain label for the manual rating’s rating scale scores, the corresponding label can be displayed next to the rating’s numeric value in the Previous Ratings table. Otherwise, the rating is displayed as its numeric value.
There is an added checkbox for this form section in ” Manage Templates“. There is the option to hide numeric rating values and only show text labels.
Customized Weighted Rating Section in Print and Save as PDF
In prior versions, the section calculated rating details were not displayed in the printed or saved performance form. Now the calculated rating details of the Customized Weighted Rating section of a performance form will be included in the printed or PDF version of the form.
To Learn More
All in all, there are over 20 items being changed or enhanced in this release for Performance Management and we didn’t cover every detail here. For more information, check out the What’s New Viewer here.
Do you need help managing your SuccessFactors Release cycles? Email info@worklogix.com to see how we can help!
As of October 9, 2020, SAP has released their documentation for the H2 2020 release. You can view the full set of documentation in the What’s New Viewer here. As a reminder, preview release will be October 16 and production will be released November 20th. 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 or blog here. For your convenience, we’ve summarized the highlights of what’s new for 2020 within Calibration below!
With the H2 2020 release, there are additional features introduced for the latest version of Calibration. There are new universal and admin opt-in features along with five universal updates. We will review the updates starting with what’s new.
New Admin Opt-in Features
There are three admin opt-in features that provide additional access to employee information to make better decisions when calibrating ratings along with some enhanced admin functionality.
Access to Comments from Other Calibration Sessions
Currently within a calibration session, reviewers have access to subject’s comments on the session detail page. Based on the calibration role permissions, the reviewers may add, edit, delete or view comments. An example of the current functionality is shown below.
Current Subject Comment
With the new release, it is possible to reference comments from prior sessions. Seeing comments from prior sessions gives the session reviewers a more complete picture of subjects in order to make more objectively.
This option is set in the Advanced tab of “Manage Calibration Templates” as seen in the example below. Enabling “Roll up comments from the other sessions based on the same template” will give calibration reviewers access to comments from prior sessions.
Roll up Comments Setting
As seen in the example below, when adding or viewing subject comments during a session, the comment dialog box will now contain two tabs: “From This Session” and “From Other Sessions“. Comments for the current session may be added, edited, deleted or viewed. Other session comments are view only.
.
Prior Sessions Comments
However, comments from prior sessions will only display in the new tab if the other sessions use the same calibration template.
Replace Facilitator that becomes Inactive
There is a new setting that will be available in “Manage Calibration Settings”. Enabling “Choose a user to replace a calibration session’s only facilitator who has been inactive” will allow a new facilitator to replace the sole facilitator of a session who becomes inactive. Once a replacement facilitator is identified and the inactive user is purged, the facilitator is automatically replaced for the session.
Omit “Too New to Rate” from Rating Options using Employee Profile
On the Global Settings tab within “Manage Calibration Settings“, there is a new option that may be enabled. “Remove ‘Too New to Rate’ from rating options for the rating types from People Profile data” will omit “Too New to Rate” as an rating option when selecting Employee Profile as the data source for ratings. This will be apparent on the Data tab within “Manage Calibration Templates” when Employee Profile is selected as the data source for ratings to be calibrated. With this setting, “Too New to Rate” will not be displayed as a rating option.
New Admin Opt-in Feature
Odata API for Session Comments
A new OData API entity called “CalibrationSubjectComment” is now available so comments are exposed for interfacing. A query can be used to get a single comment made for a calibration subject using comment ID or to get all comments made in a calibration session. An example of the URI for getting all session comments is shown below.
We will now review the four universal features found in the latest release.
Access to Subject Comments
Currently, there is a comments column in the List View of a calibration session as seen below. If a comments icon appears for a subject, the reviewer would click on the icon and would be able to see existing comments. If the session reviewer also has “Write” permission, they could also add a comment. The vertical dots menu for each subject would be used to get to the link to add a comment as shown below.
Current Comment Column in List View
The comments column appears in the Subjects List for Executive Review as seen below.
Current Comment Column in Subjects List View
In both views, the column would contain a comment icon if there was a comment for the subject.
In the latest release, it will be easier to view and add comments. The comments column which houses a comment bubble will no longer be used in the List view of a calibration session or in the Subjects List within Executive Review. An example of the new comment feature is shown below.
New Comments
In the new release, the comment icon will appear with the subject name along with the comment count regardless of a user having any comments. If comments exist for a subject there will be a number count next to the icon. To add or view a comment, click the comment icon.
The Calibration History block on People Profile will display the comment icon with the comment count for each subject as well.
Autocomplete Search of Universal People Search
The Calibration module has adopted autocomplete search. This allows the admin in the “Manage Calibration Sessions” page and calibration users in the session list page and session details page to use the autocomplete search of the Universal People Search.
The current calibration sessions list page search options are seen below.
Current Calibration Session List Search Options
With the new release, there will be an “Add People” icon which enables the autocomplete search of Universal People Search. An example is shown below.
Search Options
Start typing to search for a name in the module search box. The system predicts names you are searching for. All matches will display as separate entries to choose from.
Enhanced Experience using Matrix Grid Views
The current matrix grid view within a calibration session is shown below. To see the talent card of a subject in a zoomed out cell, the “more” icon for a subject would need to be clicked and then “Open Talent Card” selected.
Current Zoomed Out Matrix Grid View
Available in full-screen and normal modes in the new release, the cards will be visible in zoomed out cells. There will be a scroll bar when a cell is too small to see all of the people cards. This feature makes it easier to compare subjects in zoomed in and out cells. An example of the new functionality is shown below.
New Zoomed Out Matrix View
Select Permission Model Obsolete
Within provisioning, in the “Enable Calibration” section of Company Settings, the option to select the permission model will no longer exist.
Current Permission Model Options
Now that all customers are using role-based permissions, the default permission model option is no longer viable so this selection will no longer appear.
Calculated Rating from Customized Weighted Rating Section in Bin View
There is a another feature available when a calibration template is based on a performance form template that contains a Customized Weighted Rating section. Currently, when the data source for a calibration template is a performance form template with this summary section, either the manual or the calculated rating can be calibrated. However, the calculated rating cannot be displayed in the Bin view of a calibration session.
With the latest release, the calculated rating from the Customized Weighted Rating section may display in the Bin view if this calculated rating comes form a PM form and the “Show calculated rating in addition to manual rating (only applicable to Bin view)” setting is enabled. An example is displayed below.
Show Calculated Rating in Bin View
Wrap Up
The latest release improves managing calibration sessions for the admin and improves the calibration reviewer experience.
Do you need help managing your SuccessFactors Release cycles? Email info@worklogix.com to see how we can help!
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