Performance review periods can extend over several months, and during this time, organizational changes such as reassignments or department shifts may occur. One common scenario involves a manager transition: a situation where an employee’s manager moves to a different department or role. This raises an important question: What happens to the employee’s in-progress performance form? Should the form remain with the original manager, or should it transfer to the new manager?
This article explores the impact of manager changes on performance forms and the system settings that determine which manager will have access to these forms. We will first outline the various trigger events that can cause a manager change, and then discuss the settings within the Performance Management (PM) form template that govern the transfer process.
Manager changes can be triggered by several actions, each of which can prompt a document transfer based on predefined rules. These trigger events include:
Manual Change: Executed via Admin tools under Manage Users > Documents Transfer.
Automated FTP Employee File Import: Transfers are configured during the initial setup of the FTP process and remain unchanged unless manually adjusted.
Manual Employee File Import: This option allows for different settings with each import, potentially leading to varied results.
Employee Change Engine: Beyond standard manager changes, this engine can trigger document transfers based on other criteria such as job code or location changes.
We will examine these trigger events in greater detail later. For now, we turn to the advanced settings within the PM form template that control the outcomes of such changes.
PM Form Template Advanced Settings
The advanced settings within a performance form template provide several options to manage what occurs when a manager change takes place during the review process.
Automatic Manager Transfer Options
These settings are designed to ensure a seamless transition and appropriate document handling. The following are key settings available:
Automatic Insertion of new manager as next document recipient if not already: This option automatically inserts the new manager as the next document recipient, ensuring continuity in the review process. The original manager is removed from future steps.
Automatic Inbox Document Transfer to New Manager: If the form is in the original manager’s inbox at the time of the change, it will be transferred to the new manager’s inbox. The original manager retains a copy, which will not be updated with new information.
Automatic En Route Document Transfer to New Manager: Similar to the inbox transfer, this setting moves the form from the original manager’s En Route folder to the new manager’s folder, again leaving a static copy with the original manager.
Automatic Completed Document Copy to New Manager: This option ensures that all completed documents are copied to the new manager’s Completed folder, providing them with a comprehensive view of the employee’s review history.
Hide Visibility After Manager Transfer: When enabled, this setting removes the original manager’s visibility of the form once it has been transferred, thereby restricting access to only the new manager.
Do Not Transfer Documents
Also found in the form template advanced settings, selecting this option means forms will not transfer when the manager changes regardless of any other settings configured elsewhere.
Document Transfer Tools
Once the appropriate settings have been enabled within the form template, several tools are available to trigger the document transfer upon a manager change. These include:
Employee Import: The employee import function allows for manager updates and works in conjunction with the automatic transfer settings to ensure smooth transitions.
HRIS Sync: This tool updates the manager on the effective date of the Job Info record and synchronizes the change to the appropriate user data.
Manage User: For one-off situations, this tool enables the manual update of an individual employee’s data, prompting a document transfer as needed.
Best Practices and Considerations
Handling manager changes during performance reviews requires careful consideration to maintain the integrity of the review process. It is crucial to align the system settings and transfer tools with your organization’s specific needs and workflows. For instance, the Employee Change Engine can be used to ensure that forms remain with the original manager until the review is completed, avoiding disruptions during critical evaluation periods.
Additionally, enabling the Automatic Fixing of Document Transfer and Change Engine Issues feature can help mitigate risks associated with RBP refresh failures, ensuring that document transfers are not blocked due to system errors.
Conclusion
Manager changes during performance reviews can present challenges, but with the appropriate settings and tools, organizations can effectively manage these transitions. By ensuring that performance forms are properly transferred and that review processes are uninterrupted, businesses can maintain consistency and fairness in employee evaluations.
For assistance in implementing or supporting your SAP SuccessFactors system, please contact us at info@worklogix.com. You can also download our support services brochure or visit our implementation page for more information.
Receive Reminders of Learning Assignments in Microsoft Teams
In Teams, the SAP SuccessFactors app sends adaptive cards to its bot chat on the following occasions:
Employees have learning assignments due in the next 30 days.
Managers have a learning assignment to approve.
On the cards, they can view details about the learning assignment or take quick actions of approving or declining.• Instructors Learning Administrators can make the rest of their necessary currency changes through the Admin UI. Learning objects with currencies that can be updated using the Admin UI, found under Finance: • Prepaid Accounts • Coupons Learning objects with currencies that can be updated using the Admin UI, found under References -> Physical Resources: • Materials • Custom Resources • Equipment • Facilities • Locations.
Learning Integration with Talent Intelligence Hub
A new automatic process job, Attributes Synchronization is scheduled to run daily to synchronize attributes from Talent Intelligence Hub to SAP SuccessFactors Learning. You can change this default schedule period only after the integration is complete.
Existing Capabilities Synchronization and Competency Connector – SF are disabled, and you can’t schedule recurring jobs.
You can use the new entity, Attributes from the Learning Activities menu to view the synced attributes and its associations.
In the Talent Intelligence Hub integrated tenant, the legacy Competencies entity doesn’t appear in the menu by default. However, if necessary you can edit the visibility of this entity.
You can refine your search using the new search field, Attributes on the items, programs, and tasks search pages.
If the proficiency rating scale isn’t configured in Center of Capabilities, rating in SAP SuccessFactors Learning receives a default five-point proficiency level scale. This configuration applies only to customers who are migrating from Center of Capabilities. The default proficiency level scale is configurable. However, you can’t modify this scale after you enable Growth Portfolio in your tenant.
Role-Based Permission Prerequisites
You have the Edit Competency and View Competency permissions to access the Attributes page.
You have the Edit Attributes Synchronization automatic process permission to access the Attributes Synchronization page.
You have the Search Security Domain permission to modify the security domain of the Attributes Synchronization job and the Edit Competency and View Competency permissions to run the job.
What’s Changed
How It Looks Now
In an integrated tenant, the Learning Activities menu includes a new entity, Attributes.
In an integrated tenant, a new search field, Attributes appears on the items, tasks, and programs search pages. We included only the program search page in this section.
How It Looked Before
In a preintegrated tenant, the Learning Activities menu had the Competencies entity.
In a preintegrated tenant, the Competencies field appeared on the items, programs, and tasks search pages. We included only the program search page in this section.
Enhanced Course Home
Managers can use the Register Others action on the Class Details page to register their employees for a class and they can use the Assign to Others action on the Item Details page to assign an item to their employees.
Managers can view Program details and Curricula requirements on the employee’s view. Viewing Item Details isn’t available to managers from the employee’s view.
Users can add a comment to the approver when submitting an approval request for a course that has an associated price.
Administrators can associate attributes with items. Users will see a terminology change in the Course Home experience, the Competencies tab name is now updated to Attributes for all users. A link to details on this terminology change is provided in the Related Information section at the bottom of this page.
Users can edit Special Requests for a class registration until the registration closing date, or until the start date of the class if a registration closing date wasn’t defined.
Administrators can configure instructional messages that display when users register for a course that has a price.
When a user launches a course from a program, they’re returned to the Program Details page after completing or closing the item. They can also navigate back to the program at any time by using the navigation at the top of the page. Users see Program instead of Library and can select the link to return to the Program Details page.
If a user chooses the Disagree option when viewing AICC content, a message displays to inform them that they won’t receive credit and provides the option to cancel and make a different selection or to continue and not receive credit.
Removal of Free-Form Email Sender From Send Email Notification
We’ve removed the Free-form option from the Send email notification from field for the Send Email Notification Tool on the Application Administration page. If your environment was configured to use the Free-form option, it has been updated to the default Admin option. As a result of this change, administrators can no longer enter an ad hoc email address in the From field of the Send Email Notification page.
For the Send Email Notification Tool, the Free-form sender option has been removed from Learning AdministrationSystem AdministrationConfigurationGlobal Application SettingsMail.
As a result of this change, you can no longer enter an ad hoc email address in the From field of the Send Email Notifications page. You can access this page from several places in the application, for example: Learning AdministrationPeopleUsersActionsSend Email Notification.
We’ve removed the ability for administrators to send email notifications from ad hoc email addresses to enhance system security.
Unsupported Platform Native Logins Warning and Report
We added a monthly warning message for administrators that appears when a platform user native login has occurred during the last thirty days. To help identify platform user native logins, we also added the ability to download the Unsupported Platform Native Logins Report from the Environment page in SuccessFactors Learning.
The warning message (outlined in red below) now appears to administrators monthly upon login if a platform user native login has occurred during the last thirty days. The new warning will appear in addition to the Native Login Deprecation warning if applicable.
To help identify native logins, we’ve added the Unsupported Platform Native Logins Report, which returns a list of Platform users who have accessed Learning through Native Login. You can download this report from System AdministrationEnvironmentDownloadUnsupported Platform Native Logins.
We added the Unsupported Platform Native Logins Report and warning message so you can identify users who are authenticating through native login instead of Platform.
Audit Information For Assessments
We’ve added audit information for user-taken assessments. You can now create change audit reports that include create, update, and delete audit information for the following:
Quizzes
Quiz Answer Choices
Quiz Questions
Quiz Objectives
Exam Settings
We’ve added audit information for assessments to meet compliance requirements for our customers.
Deprecation of Copy User
Deprecation Details
The Copy User menu item will be removed from the following page: Learning AdministrationPeopleUsersActionsCopy.
The copy user functionality will be deprecated because it is an artifact of Plateau products and does not work correctly in SAP SuccessFactors Learning.
Webex Meeting Center REST API Support for Virtual Learning
SAP SuccessFactors Learning now supports REST APIs for Webex Meeting Center. We also now support Webex Control Hub.
Webex has deprecated their XML-based API solution for Webex Meeting Center. We delivered these features in order to continue providing virtual learning capabilities for our customers who use Webex as a VLS vendor.
Configuration Requirements
You have enabled the vleEnabled setting(Learning AdministrationSystem AdministrationConfigurationSystem ConfigurationLMS_ADMINvleEnabled=true).
You have downloaded the webex_rest configuration file in Support Downloads.
With this update, your existing Webex configuration file can no longer be used for virtual learning sessions where Webex Meeting Center is the vendor. In order to continue using Webex Meeting Center, you must create a new VLS configuration file in Learning (System AdministrationConfiguration VLS Configuration).
Purge Data of Integrated External Learners from HXM Suite
You can now purge data of all integrated external learners from HXM Suite using the Upgrade Center after the migration to SAP Cloud Platform Identity Authentication Service (IAS) is complete.
If you perform the Purge Integrated External Learners upgrade from Upgrade Center, all integrated external learners and their associated data are permanently removed from the system and cannot be recovered.
Here is a screenshot where you can perform the upgrade.
We provided this upgrade so that customers can run a full purge of all integrated external learners data.
To Learn More
Overall there are 35 items being changed or enhanced in this release for LMS and we didn’t cover every detail here. For more information, What’s New Viewer here.
Over the past few months, we have been asked from customers about considerations of going live with SuccessFactors Compensation (or SuccessFactors Variable Pay) before implementing Employee Central.
Below are the main considerations when doing so:
Configuration – The configuration of the module is largely the same whether implemented with EC or not. That said, some retrofit would be needed if deployed earlier than EC.
Data – Decisions on certain data definitions (e.g., Location, Division, and Department) are needed regardless of deployment. If implemented within a non-EC environment first, those foundational decisions would need to be made at that time.
Automation – Components such as eligibility and manager changes are heavily dependent on data updates. If deployed as non-EC, automation may lag depending on the frequency of data update.
Employee/Planner Experience – the employee experience will be the same to the end users regardless of deployment approach
“Publish” – At the end of the process, an EC-enabled template provides automatic updates to employees’ pay-related information. For non-EC, the data would be exported to Excel/CSV for an upload/update to the source system. (If your HRIS system is SAP HCM, there are some standard integrations you can implement. Check out the SAP Help link here.
Compensation Statement – Compensation statements can be issued regardless of method. They will look-and-feel the same.
Worklogix partners with clients to plan, configure, develop and integrate HR products and custom applications. We have assembled a global team with years of experience implementing HCM solutions. Our team is dedicated to understanding your business challenges, helping you leverage your technology and implement solutions that deliver results.
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.
Let’s quickly take a glance on what’s there on 2H 2022 Employee Central.
Configuration Type: Universal
Full-Time Equivalent (FTE) validation.
Watch over on “Full-Time Equivalent (FTE)” validation because system is not going to perform a Full-Time Equivalent (FTE) validation check for positions that have more than 1000 target FTEs for the below scenarios.
Save Job Information through Centralized services, either through import or on the Job Information history.
Save a position target FTE with a value greater than 1000.
Employee Central API Permissions are no longer required!
Employee central entities “EmpEmployment and EmpJob” Permissions are only required to access the Employee Central Service Center.
Below Permissions settings will help to view a tickets in Ask HR.
User > Employee Central Effective Dated Entities > Job Information
Select permission View for items Job Information Actions and Company.
User > Employee Data >Employment Details
Select permission View for item Employment Details MSS.
Enhancement in Time Sheet UI required custom fields
Restrictions in creating required custom fields on the EmployeeTimeSheet and TimeSheetValuationResults objects
Required custom fields on the EmployeeTimeSheetEntry and Allowance objects are restricted to the below primitive data types:
String
Number
Decimal
Time
DataTime
Date
Boolean
End of Development Time
Benefits Auto Enrollment Job – End of development on May 20, 2022 and will be deleted on May 19, 2023.
Old time sheet – Maintenance end on December 9, 2022 and will be deleted on May 19, 2023.
Savings Plan related fields – End of Development on December 9, 2022 and will be removed on May 19, 2023.
HTTP Basic authentication with SAP Cloud for Customer – End of Development on May 20, 2022 and will be Deleted on Nov 17, 2023.
Employee Central Payroll endpoint URL subscriptions
New Event Subscription Management tool supports the following events
Employee Hire
Employee Rehire
Employee Termination
Payroll Data Maintenance Task Configuration Change
New subscriptions can no longer be created; Existing subscriptions related to Employee Central Payroll will be automatically migrated to Event Subscription Management.
Configuration Type: Admin Opt-out
Centralized Support on the UI action save.
Yeah!!! Now, Centralized Support has extended their hands on saving the following action on UI, based on role-based permission.
Admin Center > Company System and Logo Settings >
History UI of Compensation Information and Recurring Pay Components
Global Assignments
Employment Details
Contact Information
Employment Details for a Higher Duty or Temporary Assignment
By default, Saving changes on UI and data imports for Emergency Contacts are enabled. No role based permission required.
Centralized Services Support through MSS.
Using role-based permission, centralized services now support making changes to an employee’s records when changes are made in the Manager Self-Service (MSS).
Change Job and Compensation Info
Company System and Logo Settings > Enable Centralized Services to Save Changes on the Manager Self-Service UI for Change Job and Compensation Info.
Termination Information
Company System and Logo Settings > Enable Centralized Services to Save Changes on the Manager Self-Service UI for Termination Details.
New Key Property in OData API EmpWorkPermit.
In order to maintain multiple work permit of employee with same document details, the new composite business key ‘issueDate‘ has been introduced.
Whenever the employee work permits is renewed, we can create a new record without touching the old one.
Configuration Type: Admin Opt-in
We can validate employee’s and their dependents addresses using SAP DQM Microservices that is hosted on SAP BTP (SAP Cloud Platform) which requires X.509 Certificate authentication, that the customers would manually adopt.
The DQM Microservices in SAP BTP account must be configured on Cloud Foundry and download the X.509 Certificate.
The downloaded X.509 Certificate needs to be uploaded in .pem format in the Security Center.
Set up the OAuth Configuration in the Security Center against the OAuth Configuration tile.
Configure the Destination Settings in the Security Center.
WBS Element can be used as a standard field without having to maintain the WBS Element as a custom field. Using WBS Element as a standard field, you can replicate the complete WBS Element information from SAP S/4HANA to SAP SuccessFactors Employee Central. You can also migrate WBS Element from a custom field to the standard field.
Admin Center > Manage Permission Roles > Industry Features > Download Employee Cost Assignment Migration Data
New token ‘TIME_OFF_STATUS’ is available for e-mail notifications on Time Off, which helps to differentiate the email notification by the status of the absence.
In Conclusion
We have now covered the highlights of the Employee Central related updates for 2H 2022.
Update to the Expiration Duration of Reset Password Link
Link expiration duration for the Set Welcome Password and Reset Password link expiration (in days) option is now set to 1 day by default.
The Set Welcome Password and Reset Password link expiration (in days) option is now disabled for editing. This option is available in the Password and Login Policy Settings: Applied to External Candidates and Agencies page.
This update enhances the privacy of Agency user accounts and external candidate accounts.
Improved Special Character Support in Job Searches
Keyword and location searches in career sites enabled by Career Site Builder now recognize special characters and treat them as if they were regular characters, so that search results are the same whether the term you use includes special characters or not.
The following table shows an example of how search functionality now treats “Quebec”:
Term Used in Job Posting
Search Query
Search Result
Québec
Quebec
Returns job postings that list both Québec and Quebec.
Quebec
Québec
Returns job postings that list both Québec and Quebec.
The following special characters are recognized for both keyword and location searches, and are treated as if they were unaccented:
é – accent acute
è – accent grave
ë – umlaut
ê – circumflex
ç – cedilla
ñ – tilde
ø – streg
ð – eth (capital form Ð)
å – bolle
æ – ligature
œ – ligature
ē – macron
č – háček
ŭ – crescent
This enhancement to improve the search experience for the candidate, as well as to provide more flexibility for persons writing job requisitions.
New Recruiting Career Site Details for SSL Certificate Expiration Email Reminders
The SSL certificate expiration email reminders are improved with additional details that help administrators identify the specific Recruiting career site certificate that is set to expire.
The email reminders now include the following details:
RCM Company ID
Career Site Builder Site ID
Site Name
Career Site URL
This enhancement to make it easier for administrators to easily identify which career site is associated with the expiring SSL certificate email reminder.
Enhanced Search Functionality for Redesigned Applicant Workbench
The redesigned Recruiting Applicant Workbench now provides an improved user experience for searching, filtering, and displaying applicants who have applied for specific jobs.
You can now filter the applicants using:
Background elements configured in your candidate profile template. For example, previous employment, education, and so on.
Applicant first name and last name.
Fields defined in your application templates and candidate profile.
Keyword search in resume and cover letter.
Facet counts for picklist items, such as Country, where you can see the number of applicants.
For example, you can easily find the list of applicants:
Who currently live in New York and previously worked for the ABC organization.
Who have proficiency in speaking and writing in the French language.
Whose resume contains keywords, such as Java, Python, User Assistance, and so on.
Note:
The Latest Applicant Workbench is available only for customers who have joined the Early Adopter Care (EAC) Program for Recruiting. Find more details at the Customer Community link in the Related Information section: Early Adopter Care for Applicant Workbench Management – Registration is now open!
New Qualtrics Feedback Opportunity for Recruiting Application Status Change
You can use Intelligent Services events to send information to SAP SuccessFactors Recruiting.
Manage Qualtrics Integrations in the Admin Center now includes the Application Status Change option in the Event Name field’s dropdown list for Recruiting.
Here’s a screenshot of the enhanced feature.
This enhancement was delivered so customers would have a way to get feedback from candidates when their application status changed. This, in turn, can help organizations make appropriate corrections or adjustments to the Recruiting process.
Replacement of Google Universal Analytics for Career Sites
Google is replacing Universal Analytics with Google Analytics 4. Career Site Builder administers should update their configuration settings by July 1, 2023, when all standard Universal Analytics properties stop processing new hits.
Key Dates
Future dates are subject to change.
Milestone
Date
Definition
End of Development
December 9, 2022
The deprecation milestone after which SAP stops enhancing a product or part of a product. You can continue to use the software, but you should begin planning for a time when it will no longer be available for use. We still fix high-priority bugs.
End of Maintenance
December 9, 2022
The deprecation milestone after which SAP does not fix bugs or deliver patches for the software. SAP continues to answer your how-to questions. We strongly encourage you to adopt an alternative method for your business scenario.
Deleted
July 1, 2023
The deprecation milestone when a feature is no longer available for productive use. You should now be using an alternative method for your business scenario.
Deprecation Details
Career Site Builder has a new Google Analytics 4 ID field, in SettingsSite ConfigurationSite Information. After you configure your Google Analytics 4 account, you can enter this account’s identification number in the new field. Doing so ensures that new hits continue to be processed for your career site after Google retires Universal Analytics on July 1, 2023.
If you’ve been using Universal Analytics for your career site, the existing Google Analytics ID field will continue to be available in Career Site Builder during this transition period. To reduce confusion between the old and new fields, we’ve revised the label of the retiring field from Google Analytics ID to Google Analytics (Universal Analytics) ID.
In Conclusion
We have now covered the highlights of the Recruiting related updates for 2H 2022.
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