Blog

  • SAP SuccessFactors H1 2021 Employee Central Release Updates

    SAP SuccessFactors H1 2021 Employee Central Release Updates

    Interested in what’s new for Employee Central for H1 2021? There’s quite a few enhancements! In this quick blog we run through the major release updates that caught our attention the most.

    As of April 9, 2021, SAP has released the documentation for the H1 2021 release.  The preview release will be April 16 and the move to production will be May 21st.  You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here.  New to the release process? For tips on how to manage a release, check out our blog here

    Qualtrics Integration

    Increasing the integration between Qualtrics and SuccessFactors has been a priority for SAP – we’ve seen multiple integrations across modules and now there’s a few more for EC. SAP has added 4 email survey integrations based on intelligent services to trigger in the below events:

    • Employee Rehire
    • First Time Manager
    • Transition from Individual Contributor to Manager
    • Transition from Manager to Individual Contributor

    These surveys can be very insightful to find out if employees are comfortable in their new roles and identify where they might need help!

    BizX Talent Integration / Succession Data Model

    Integration with the BizX Talent side of SuccessFactors has also been improved. In particular, SAP has made it possible to run a full HRIS sync (that pushes data from EC to BizX) based on individual user ids.

    In addition, they’ve made it easier to view what the HRIS mapping looks like in the Manage Business Configuration Screen with an overview screen of all of the mappings in one location. Previously you had to dig through all of the fields individually to find this information! Check out the screenshot below:

    Overview of HRIS Sync Mappings

    Admins can also now export the Succession Data Model and Country/Region_specific Succession Data models from Admin Center (previously only partners could do this in provisioning). Simply give the new permission “Export Succession Data Model or Export Country-Specific Succession Data Model” permission and you’ll get access to the screen shown below:

    New Export Succession Data Model Screen

    These enhancements help make the integration between employee central and the talent modules more clear cut.

    Business Rule Scenarios

    Multiple new business rule scenarios are now available that allow you to:

    • Configure cross-entity rules triggered from a source entity with changes executed on the target entity
    • Calculate Full Time Equivalent for a user
    • Create business validations / raise alert messages for HRIS elements

    These enhancements contribute to the ongoing effort to increase the flexibility and robustness of business rules.

    SAP Integration

    If you sync your HRIS data with SAP, you’ll be happy to know there are 10 enhancements to this integration including:

    • A comparison tool that compares configuration between EC instances
    • An enhancement considering the purging status of ERP communication data while replicating employee communication data from EC
    • The ability to select specific foundation objects by object ID ad choose log or list view when viewing the Foundation Object Transfer Report
    • In Define Employee Data Settings for EC instance, the field names have been changes to “Standard Mapping (PERNR)” and “Standard Mapping (CP)” for clarity
    • The Enhanced Work Schedule Rule Transfer Report was updated with a new BAdi to maintain the external code of work schedule rules
    • Better data replication that considers purged data
    • Replication of inactive employees that were terminated in EC before the full transmission start date
    • Sample contract elements (IT0016) content
    • Replication of OM data infotypes even when relationship data (IT1001) can’t be replicated
    • Organizational assignment data that was marked as status “Failed” will change to “Outdated” once the next replication job runs

    These enhancements help to make the interface more robust and reliable for customers wishing to replicate employee data to on-premise SAP.

    Global Benefits

    Enhancements and automations came to the global benefits functionality as well. Let’s take a quick look at these:

    • When an employee has a job change that affects their benefits eligibility, this can now trigger an intelligent service event to create or update benefit enrollments
    • When benefit master data changes, a new automatic enrollment job now exists to handle creating and updating enrollments
    • A new pension / retirement savings plan type has been introduced called “Workplace” that offers additional contribution options

    Once again, we see how the system continues to provide helpful automations and features to make this functionality more simple and robust to use.

    Reporting

    Custom fields are now allowed in story reports. The fields can be seen within the query designer.

    Conclusion

    The SAP SuccessFactors Employee Central product continues to grow and become increasingly more robust! This does not represent all of the enhancements in the H1 2021 release – only the highlights we found most compelling. Check out the What’s New Viewer here for the complete list of enhancements.

    See this great article for useful information on how to prepare for a SAP SuccessFactors Regular Release.

    Contact info@worklogix.com for any assistance supporting and implementing your SAP SuccessFactors Modules, or download our support services brochure.

  • What’s New for Recruiting  in 1H 2021

    What’s New for Recruiting in 1H 2021

    As of April 9, 2021, SAP has released the documentation for the H1 2021 release.  The preview release will be April 16 and the move to production will be May 21st.  You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here.  New to the release process? For tips on how to manage a release, check out our blog here

    For your convenience, we’ve summarized the highlights of 2 legacy items that will require your attention if there are still used in your current SAP SuccessFactors implementation and 6 features for 2021 Recruiting.

    Migration of Legacy Quickcard to Latest Quickcard

    If you are using this feature for recruiting. You will need to move to the latest quickcard, the legacy Quickcard will be retired/deleted as of May 21st. Transition to the latest quick card will help to maintain consistency with the SAP SuccessFactors Quickcard. Additionally, the latest Quickcard improves user experience with the updated user experience.

    Deprecation of Legacy Picklists Management

    The legacy Picklist Management tool reached end of maintenance on December 31, 2018 and will be retired/deleted on November 18, 2021.

    Support for Posting Jobs to Twitter and Jobvite from Job Postings is Deleted

    The ability for posting jobs to Twitter and Jobvite from Job Postings is deleted as of May 21, 2021.

    SSL Certificate Renewal Reminders for Career Sites

    After a nice long and relaxing weekend. You come back to the office Monday morning and your career site is down because the SSL certificate has expired and now as you struggle to get the career site back up and running again your stress level is at it’s peak again. Well hopefully you will never experience these feelings again with this new feature.

    SAP SuccessFactors Recruiting now proactively reminds organizations when their career site’s SSL certificate needs to be renewed.

    To avoid career sites from becoming unreachable due to an expired SSL certificate, Career Site Builder offers two reminder methods: A pop-up dialog that appears when logging in to Career Site Builder, as well as the ability to enable email reminders for admin users.

    Content Security Policy for Career Sites

    Career Site Builder has introduced the Content Security Policy setting, which enables an HTTP header to automatically disallow external domains and only allow the browser to render resources from your domain. This will protect your career site against cross-site scripting attacks.

    The content security policy is designed to guard against cross-site scripting (XSS) attacks through the use of a Content-Security-Policy HTTP response header that lets you control the resources allowed to load for a web page. The headers are used in career site pages owned by the organization.

    Enhanced External Password Policy Configuration

    The enhancement includes increasing the minimum password length and limiting the lock-out threshold. The enhanced external password policy impacts:

    • External candidates creating an account for the first time. 
    • Existing external candidates trying to change their passwords. For example, password reset and forgot password. 
    • Agency users trying to change their passwords.

    Ability to Edit Existing Category Page Names in Career Site Builder

    Career Site Builder administrators can now edit category names directly, without having to contact Professional Services, an implementation partner, or SAP Support.

    In the previous version, the Name field became readonly after the category page was created and saved. Changing a category name was performed in the backend Command Center tool by Professional Services, an implementation partner, or SAP Support.

    New Job Status Available in Job Postings Table

    You can now see a new job status, Invalid Fields, in the job postings table when the job board’s system sends back error messages because of one or more incorrectly populated fields while posting a job.

    See this great article for useful information on how to prepare for a SAP SuccessFactors Regular Release.

    Contact info@worklogix.com for any assistance supporting and implementing your SAP SuccessFactors Modules, or download our support services brochure.

  • H1 2021 SAP SuccessFactors Compensation Features

    H1 2021 SAP SuccessFactors Compensation Features

    SAP SuccessFactors has some exciting new features for your Compensation Solution. They can be found in detail here (S-User ID required).  Filter on Solutions for Compensation to review all of the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.

    As a reminder, preview release was April 16th and production will be released May 21st.  

    After reviewing all the changes, I narrowed the list down to the Highlights for H1 2021 Compensation:

    1. Ability to Configure Force Comments on Compensation Worksheets

    • Previously configuring forcing comments had to occur within the XML, now it can be done within Comp Admin Tools.
    • You can navigate to Design Worksheet – Define Standard Validation Rules to configure this functionality. The Force Comments feature is optional. When configured, you control whether users must enter comments under the following conditions:
      • An employee doesn’t receive a raise. Managers didn’t enter a value in a field configured to force comments.
      • An employee receives a raise. Managers entered a value in a field configured to force comment.
      • An employee receives a raise that is outside guidelines. Managers entered a value that doesn’t comply with guidelines in a field configured with force comments
    Force Comments rules can now be configured via Admin Tools

    2. Salary Validation Rules Added to Compensation Worksheets

    • Previously configuring Salary Validation Rules had to occur within the XML, now it can be done within Comp Admin Tools.
      • You define rules to compare amounts using either compa-ratio or range penetration benchmarks. Configure what action the system takes when amounts exceed threshold percentages for lump sum amounts or fall below or exceed threshold percentages for merit amounts.
    Salary rules can now be configured via Admin Tools

    3. Compensation Worksheets Support Five Custom Validations

    • With this release, you can define up to five custom validations for fields in Compensation templates and configure how the system responds when validations fail, with either a warning or an error. The system processes the worksheet only after the error is corrected.
      • Previously, the maximum number of validations per template was three. This is especially helpful if you have complex calculations or are using 1 form for multiple plans.
    Example of custom validation. Now users can define up to 5 custom validations.

    4. Current and Final Pay Ranges Configurable Through the Compensation Column Designer

    • You can now configure minimum, midpoint, and maximum values for current and final pay ranges through Compensation template’s column designer.
      • Previously, these fields weren’t available in the template configuration. There were two fields (Current Pay Range and Final Pay Range) in the min-mid-max format.
      • With this release, minimum, midpoint, and maximum are available as independent fields.
    Separate columns exist now for Salary Range fields

    5. Update Lookup Table Formulas and References When Cloning Compensation Templates

    • Now when cloning Compensation templates, you can update lookup tables and references at the same time. A new section has been added to the Copy Plan Templates page, enabling you to view and edit the custom formulas and references from lookup tables on the original template.
      • Previously, you had to manually search through the original template’s XML file, looking for all lookup tables associated with it.
    Cloning compensation templates allows for updating lookup tables and references

    6. Administrative Permissions for Individual Compensation Templates

    • A new Role-based Permission has been added to assign administrative permissions on a template level.
      • Previously, access had to be granted to all or no templates.
    Template access can be granted per individual template

    7. Filter Enhancements Added to Compensation Executive Reviews

    • Enhanced filtering was added to Executive Review, new filters include:
      • Filter based on standard or custom reportable columns
      • Filter on compa-ratio and range penetration
      • Filter on Compensation planners
      • Filter based on entry in Comments fields
      • Filter based on promotions
    • To enable enhanced filtering, you must select the Enable Advanced Executive Review Filters option on the Actions for all Plans – Company Settings page.
    Enhanced Filter capabilities now exist in Executive Review

    8. Compensation and Variable Pay Reports are now available for download in Report Center

    • You can now download the reports from the My Jobs page within View Schedules in Report Center.
      • Previously, report outputs (i.e. Executive Review exports) were available for download on the Scheduled Reports page in classic view. This caused confusion for users on how to get to their reports by having to direct them to Switch to Classic View.
      • You can review my other blog post for more changes to Reporting for this release.
    Executive Review export can now be accessed via My Jobs

    9. Application of Eligibility Rules for Individual Compensation Worksheets After Launching

    • You can now reapply eligibility rules to a specific Compensation worksheet that you have already launched.
      • In previous releases, you could only reapply eligibility rules to all worksheets.
    Eligibility can now be applied to individual worksheet updates

    10. Publish Compensation Employees to Employee Central by Import Using CSV File

    • The Publish Selected Employees in Employee Central page has a new option, Import Employees. This allows publishing by importing them from a CSV file
      • Previously, you could publish multiple employees, but you needed to search and select them individually.
    Publishing can now be done based on an imported file

    Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

  • H1 2021 SAP SuccessFactors Analytics/Reporting Features

    H1 2021 SAP SuccessFactors Analytics/Reporting Features

    Photo by PhotoMIX Company from Pexels

    SAP SuccessFactors has some exciting new features for your Analytics & Reporting Solutions. They can be found in detail here (S-User ID required).  Filter on Solutions for Analytics to review all of the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.

    As a reminder, preview release will be April 16th and production will be released May 21st.  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 the changes, we narrowed the list down to the Highlights for H1 202SAP SuccessFactors Analytics/Reporting Features:

    1. Calibration, Succession, and Compensation and Variable Pay Reports Now Available for Download in Report Center
      • Previously, the reports were available for download on the Scheduled Reports page in classic view. This caused confusion for users on how to get to their reports by having to direct them to Switch to Classic View.
      • You can now download the reports from the My Jobs page within View Schedules in Report Center.
    Reports can now be accessed via My Jobs

    2. All User Info Fields Are Now Available in Story Reports

    • You no longer need to set a User Info field as Reportable to make it available in Story reports.
    • All the User Info fields are now automatically available for reporting using Stories in People Analytics.

    3. Stories in People Analytics for SAP SuccessFactors Learning

    • You can now create, access, and share Learning stories in People Analytics for generating custom Learning reports.
    • You can also have the data of SAP SuccessFactors Learning and other modules side-by-side in the same story and link them to apply common filters on them.
    Stories in People Analytics for SAP SuccessFactors Learning

    4. Increase in Number of Columns Supported in Queries of Story Reports

    • The number of columns that you can select while creating a query has been increased from 30 to 120.
    • You can now create complex or detailed queries that involve more than 30 columns.

    5. UI Enhancements for Stories in People Analytics

    • The UI enhancements on the viewer mode include:
      • An updated Display menu, which now has the Tab Bar, and the Comment Mode options. By default, the page dropdown view appears. The multiple pages in tab view now appear when you select the Tab Bar option.
      • Separate File and Edit menus.
      • Removal of the Data menu. The refresh option has moved into the Edit menu and the edit prompt option has moved into the Tools menu.
    Enhancements to UI to improve usability

    Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

  • What’s New in Onboarding H1 2021

    What’s New in Onboarding H1 2021

    It’s that time of year! As of April 9, 2021, SAP has released the documentation for the H1 2021 release.  The preview release will be April 16 and the move to production will be May 21st.  You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here.  New to the release process? For tips on how to manage a release, check out our blog here

    In the SAP SuccessFactors Onboarding H1 2021 release, we’ve mainly seen updates to compliance forms and processes as well as some user experience enhancements and security Features. Let’s take a look at what’s new in the Onboarding module below!

    Compliance Forms & Processes

    As expected, SAP continues to expand the number of compliance forms supported. In this release SAP has included these forms:

    In addition, reporting information is also now available for I-9 and E-Verify data so that you can create Stories in in People Analytics using the information.

    Also important on the compliance front: Russian Personally Identifiable Information (PII) data will also now be stored in the Russian data center from Day 1. For more details, take a look at the help guide here: https://help.sap.com/viewer/c94ed5fcb5fe4e0281f396556743812c/2105/en-US/d9e6b7923a9049a6a742f13d05b28d5a.html

    User Experience

    In addition to compliance features, there’s some nice enhancements to user experience. Of all the modules, I think onboarding is one of the more confusing to navigate as an admin user and these enhancements help address this issue. Let’s take a look!

    First, users can now navigate directly to the onboarding dashboard from the global navigation (early adoption feature). I personally liked this one because when I first started with Onboarding, I was used to the main page of every module being accessible through the navigation menu – onboarding was the only one where you had to click on a home page tile instead. I think this will provide some nice consistency for users.

    In addition to easier navigation to the dashboard, its features have also been enhanced. Here’s a list of the new feaures:

    • New Hire Search – allows onboarding users to type a name to search through new hires
    • Checklist Task – can now be viewed under “New Hire Tasks”, items can be added for a specific user using the “Delegated” drop down (delegates can also be notified via email when the task is assigned to them), and under “View Details” users can edit the checklist tasks,
    • I-9 – corrections to section 1 can now be initiated from the “New Hire Details” action menu
    • E-Verify – view details from the “E-Verify Case Details” link on the “New Hire Details” screen
    User Search
    Correct I-9 from the Action Menu

    Its great to see the dashboard getting some new features to make transitioning between screens easier!

    Next, the locale for external users of Onboarding will now be updated automatically based on their recruiting settings. This is a common sense win. Locale can also be set when manually adding users via the “Add New Hire to Onboarding” screen. If no value is specified in either scenario, the locale will default to the default language set in provisioning.

    Security Features

    In addition to compliance enhancements and improvements to usability, there’s a few cool security features worth mentioning.

    First, the target population for the external user target population can now be based on the division, department, and location of the user. This allows organizations to have multiple admins specific to division, department, and/or location rather than just admins who can see the whole new user population.

    Next, on the new hire side, the external user visibility tool lets you make objects visible to new hires. This gives a level of flexibility to administrators they previously had to contact SAP to modify. For a full list of objects and how to configure, check out this link: https://help.sap.com/viewer/c94ed5fcb5fe4e0281f396556743812c/2105/en-US/5df8a72caabf4848a145b74f0516cff8.html

    Last, read access audit logs for onboarding have been enhanced to show context and reason why sensitive fields were accessed (e.g. through the UI, or APIs, or a downloaded document). This is designed to give auditors better understanding of why data was accessed.

    Wrap up

    I hope you’ve enjoyed this quick review of the latest Onboarding features available in the H1 2021 release! Do you need help managing your SuccessFactors Release cycles?  Download our support services brochure or email info@worklogix.com to see how we can help!

  • SAP SuccessFactors H1 2021 Release Updates for Succession

    SAP SuccessFactors H1 2021 Release Updates for Succession

    Photo by Sigmund on Unsplash

    It’s finally here! As of April 9, 2021, SAP has released the documentation for the H1 2021 release.  The preview release will be April 16 and the move to production will be May 21st.  You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here.  New to the release process? For tips on how to manage a release, check out our blog here

    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!

    Do you need help managing your SuccessFactors Release cycles?  Download our support services brochure or email info@worklogix.com to see how we can help!

  • What’s New in the 1H 2021 SAP SuccessFactors Career Development Release

    What’s New in the 1H 2021 SAP SuccessFactors Career Development Release

    Want to learn what is coming soon in SAP SuccessFactors Career Development? The latest updates for H1 2021 have been announced.

    As of April 9, 2021, SAP has released their documentation for the H1 2021 release.  You can view the full set of documentation in the What’s New Viewer here.  As a reminder, preview release will be April 16 and production will be released May 21st.  For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here.  For tips on how to manage a release, check out our blog here.  For your convenience, we’ve summarized the highlights of what’s new for 2021 Career Development below.

    There are five universal updates related to Mentoring and one for Development Goals. Let’s take a look!

    Mentoring

    The mentoring features are related to the mentor program sign up process and are designed to improve the user experience.

    Key Questions Indicated

    In the sign up sheet, required entries are noted by a red asterisk. This ensures the mentees complete these fields prior to looking at the recommended mentors. Answering the key questions will improve the recommended mentors match.

    Answers to questions will be saved but preferred mentors are not saved.

    Save Sign Up Program to Complete Later

    There may be times when an employee starts to enroll in a mentoring program but is not ready to commit. Maybe they need to consider their mentoring preferences further or need to check in with their manager first. The employee may start to fill out the sign up form, save it and come back to it later to make any updates prior to signing up.

    There will be a “Save for Later” button that will display within the program sign up page.

    Once saved, the program will appear on either the Invitations or Open Enrollment tab, whichever is applicable.

    The program visible on the tab and can be easily be identified with an icon and “Saved for later” text.

    Identify Mentor Requests

    While filling out the sign up form, mentors that are selected from the recommended list will display a green check mark on the mentor cards.

    Confirm Sign up

    A mentee will see a confirmation popup when they are completing a program sign up. This gives the mentee the opportunity to confirm signing up for a mentor program. By clicking the “Complete Signup” button, the mentee is enrolled and mentor requests are submitted.

    Your Mentor Requests

    The Mentoring Page will contain a new section that tracks any mentor requests that a mentee has made. The “Your Mentor Requests” section allows a mentee to see the status of their mentor requests. Pending requests will appear as well as any declined requests and reasons. This feature is only applicable to open enrollment and unsupervised programs. Supervised programs rely on a matching program instead.

    Mentees may also cancel any pending mentor requests.

    Admin Opt-Ins for Mentoring

    There is one admin opt-in available to for Mentoring.

    Qualtrics Surveys for End of Mentoring Relationships

    Qualtrics Surveys may now be used with Mentoring. The survey can be used when a mentor program participant opts to end the mentoring relationship. Based on how the program was configured, either the mentor or the mentee may cancel the mentoring relationship. A survey will pop up after a participant ends the mentoring relationship.

    An email survey is sent to the other participant in the mentor relationship.

    The feedback provided in the survey results are seen by the program owner and may be helpful when designing new mentoring programs.

    In order to take advantage of this feature, Manage Qualtrics Integrations from the SAP SuccessFactors Admin Center needs to be set up.

    Development Goals

    Learning OData V4 Service

    There is a new Learning OData V4 service. When using transcript or legacy learning activities, learning activities may be created and updated in mass to be associated with development goals and competencies.

    Do you need help managing your SuccessFactors Release cycles?  Download our support services brochure or email info@worklogix.com to see how we can help!

  • What’s New in the 1H 2021 SAP SuccessFactors Calibration Release

    What’s New in the 1H 2021 SAP SuccessFactors Calibration Release

    What’s New in Calibration?

    As of April 9, 2021, SAP has released their documentation for the H1 2021 release.  You can view the full set of documentation in the What’s New Viewer here.  As a reminder, preview release will be April 16 and production will be released May 21st.  For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here.  For tips on how to manage a release, check out our blog here

    For your convenience, we’ve summarized the highlights of the 7 new universal features for 2021 Calibration along with the an admin opt-in. Let’s start with the universal features.

    Universal

    Distribution Range and Group of Ratings in Guidelines

    When defining your Calibration template and Performance was selected as the data source on the Data tab, previously an individual percentage could be set for each rating with one rating in a guideline.

    It is now possible to create a distribution range for ratings including a group of ratings in a guideline.

    In addition to an individual rating, a group of ratings can be used when creating a guideline. As an added bonus, more operators besides “=” can be used:

    • <
    • <=
    • >
    • >=
    • is between

    This allows you to set a distribution range for ratings and also include a group of ratings in a guideline with different operators.

    Group Ratings and Distribution Ranges in Bin View

    Here is a feature that works with the new distribution ranges and groups of ratings in guidelines. When a guideline includes an individual rating with a distribution range, in Bin View, you can see the number of subjects in a range that can be added or removed from the bin to meet the guidelines. A warning message will display above the bins if a guideline includes a group of ratings.

    You may modify the total number of subjects for groups of ratings to meet the guidelines. You may also adjust the number of subjects displayed as a range within a bin.

    Dashboard and Executive Review Bar Charts

    Working in tandem with the new distribution range and groups of ratings that can be configured in guidelines, there is a new UI for bar charts for the Dashboard view and the Executive Review view. The bar charts identify actual distribution for each rating from the rating scale. Blue and orange bars are used to identify the distribution that matches or does not match the guideline.

    Hover over the chart to see target vs. actual distribution if any of these conditions are met:

    • A rating appears more than once in multiple guidelines.
    • Not all ratings are configured in all guidelines.
    • There is more than one rating in a guideline.
    • There is more than “equal” configured in a guideline.

    When none of these conditions are met, the bar charts will still display the actual distribution and the guideline.

    Filters in Manage Calibration Settings

    Within Manage Calibration Settings, the “Search Results Fields” tab has been relabeled as “Search and Filter Fields”.

    On this tab, the existing columns has been relabeled:

    • “Include Field” is now “Include Search Results Fields”
    • “Make Default” is now “Default Search Results Fields”

    There is a new column, “Filter Fields”, applies to all views of a calibration session and allows you to identify the default filters.

    There are also new filter fields: Name, First Name, Middle Name, Last Name, Title, Username, Email, Gender, Level, and Status.

    Manager Created Calibration Sessions

    It is now easier for a manager to create his team calibration session. Previously a manager could identify the template, session name and number of reporting levels when creating the session. Now the manager has more options. Session co-facilitators may be chosen, the default co-facilitators changed and the direct reports may also be participants rather than just subjects. The default co-facilitators option will only appear if the admin opt-in on Manage Calibration Settings is used. It will be explained in the admin opt-in section at the end of this blog.

    Deep Links to Performance Management

    Within a calibration session view, it is now possible to use a deep link to view a performance form:

    /sf/viewPMFormFromCAL

    Also to use a deep link to edit a performance form:

    /sf/editPMFormFromCAL

    Appending the deep link to the application server address will go to a Performance Management form in calibration views as well.

    My Jobs Downloads

    Previously Calibration 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.

    Admin Opt-In

    There is one admin opt-in for Calibration which we touched upon when looking at manager created calibration sessions.

    Specify Default Facilitators for Manager-Initiated Calibration Sessions

    A manager initiated calibration session can now have default facilitators. To set this up, a user who has access to Manage Calibration Settings would go to the Global tab and use the setting: Choose one or more users as default facilitators for a new manager calibration session to identify active users to default as facilitators.

    This can be useful to specify an HR manager to act as a co-facilitator in order to access a manager initiated session.

    When creating a session, the New Session dialog window will display the default facilitators but can be edited by the manager.

    We have now reviewed what is coming soon for Calibration.

    Do you need help managing your SuccessFactors Release cycles?  Download our support services brochure or email info@worklogix.com to see how we can help!

  • SAP SuccessFactors Job Profile Builder Talent Management Integration

    SAP SuccessFactors Job Profile Builder Talent Management Integration

    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!

  • Cataloging Skills in the Job Profile Builder

    Cataloging Skills in the Job Profile Builder

    Photo by cottonbro from Pexels

    Introduction

    The Job Profile Builder is a valuable tool that helps companies categorize their positions into groups of jobs. Each job profile contains descriptions of what functions that job performs, qualifications needed to perform the job, etc. For more information on the Job Profile Builder in general, see our article Job Profile Builder: An Introduction.

    In this article, we go into further detail on how to catalog skills within job profiles. As a company explores what jobs to create and how to catalog their jobs, one of the most important distinguishing characteristics to identify those jobs are the skills and qualifications needed for the job.

    Adding Skills in Manage Job Profile Content

    The list of available skills for jobs in SAP SuccessFactors are defined in the “Manage Job Profile Content” screen (just type “Manage Job Profile Content” in the search bar and if you have admin access and the screen name will come up for you to select). You can see in the screenshot below the list of available types of content SAP allows you to create slot populate on a job profile.

    Types of Job Profile Content

    You can edit the list of available items within each of the categories shown above. Some of these categories are pretty obvious on how to populate with options. For example “Education – Degree” and “Education – Major” would pretty obviously contain lists of degrees and majors that are relevant to the company. The same can be said for certifications and interview questions. Interview questions you create here will show to recruiters. Certifications is where you would list of the certifications relevant to your company’s industry. However, some of these other items can be a little more difficult to understand. A prime examples is “Skill”. This is a very broad term. So how do we go about creating a list of available skills?

    If you click “Skill” from the drop down shown above, you will see a list of the skills currently cataloged in your system as shown below.

    Job Profile Content Skills View

    Now, we will take a look at how to add a skill from the library as a demonstration of what makes for a good skill in the SAP SuccessFactors Job Profile Builder. From the screen shown above, we can click the “Add Skills from SuccessStore” link. The screen will update as shown below.

    Adding a SuccessStore skill based on job family and role

    There are two ways to browse through the catalog of skills. The first way shown above is through families and roles. This method associates the skills to a particular role within the standard SuccessStore catalog. You can learn more about job families and roles in Job Profile Builder: An Introduction. We recommend that if you want to add skills for a standard role within the catalog, that you add them from the “Set up Families and Roles” screen instead as shown below. This will actually add the role and family itself along with the skills instead of just the skill with no role.

    Adding all mapped skills when adding a Job Role

    The second way to add skills is shown below is to browse through skills that are not assigned to a particular job role but are organized through categories and groups by choosing “Unassigned Skills Browsed by Category” in the drop down in the upper left corner of the screen. You can simply think of categories and groups as two levels of organization to catalog your skills: categories being the highest level which contain groups and groups containing the individual skills. To choose a skill, click a category and then a group, and then click the name of skill(s) you want to add and click “add” as shown below. It might seem a little confusing as to why SAP created both a role taxonomy and a skill category taxonomy to search through skills, but when you consider that not everyone uses the standard roles library from the SuccessStore it makes sense to have another way to categorize skills.

    Adding a SuccessStore skill based on Category and Group

    When you return to the main screen as shown below, you will see the skill added to your local catalog of skills. You can then click the gear icon and choose “Edit” to look at the specific contents of the skill.

    Selecting a skill in your library to edit

    Here in the “Edit: Skill” screen shown below you can see all the predefined content for the skill from the SuccessStore. SAP SuccessFactors skills consist of a skill name, a library name, a category, and a group to help organize the skill into a taxonomy. Getting into the detail of the specific skill, we see the definition and then 5 different proficiency levels (1 being the most basic and 5 being the most advanced – this scale is pre-set and cannot be changed). Looking at the fields and values on this screen, you can start to get an idea of how skills can be useful to define exactly what skills are required and at what specific level and what criteria define that level when interviewing someone for a job posting or guiding someone towards promotion or working with someone to remediate job performance. Now that you have a good understanding of what a skill looks like, you can continue to add or edit skills in the screen shown above. To add a skill from scratch, click the “Create Skill” link in the upper right corner of the screen. This will also take you to the screen shown below but with all the fields blank.

    Creating and editing skills

    Adding Skills to Job Profiles

    Once we have a list of skills defined, we can start to add them to our individual job profiles (or if you downloaded the predefined skills when you downloaded the SuccessStore job family and role, the skill will already be there when you create the profile). For info on how to create a job profile see Job Profile Builder: An Introduction. You can see in the screenshot below, when we look at an existing job profile or create a new one in the “Manage Job Profiles” screen, the skills show up in the area specified for Skills in the job profile template. You can mouse over the skills section to add or edit skills. For each skill added you will also need to specify the proficiency level expected for the job. So for example we have added the “Account Manager” role and all associated skills to our library in one of our earlier screenshots. When we create a new profile for the role, the skill “Account Management” is automatically added at level 3 proficiency, “Building and Managing Teams” at level 3, etc.

    Skill assignments within a job profile

    Conclusion

    By now you should have a good understanding of what Job Profile Builder Skills are and how to create them on your own, pull standard skills from the SuccessStore library, and add them to a profile. With some good examples shown here and available on the SuccessStore, you should be able to start building your own library of skills specific to your company needs and associate them to your job profiles and roles. Adding these skills can be valuable for recruiters looking for guidance on what to look for in a candidate, or for employees looking to develop themselves for their next role.

    For more information on the job profile builder and other talent management modules, check out our book here!

    Do you need help setting up your Job Profile Builder? Contact us at info@worklogix.com.