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H2 2020 SAP SuccessFactors Release Latest Goal Management Features and Integration
SAP SuccessFactors H2 2020 release updates finds us with several admin-opt “latest” versions including Home page, Goal Management and Continuous Performance Management (CPM). Here we will focus on the latest version of Goal Management and discuss how it fits into the new home page and how it integrates with CPM. See my earlier blog post for more information on performance management updates and my blog post for what’s new in CPM.

There is a new admin opt-in for the latest version of Goal Management. The latest version of Goal Management provides users with a streamlined view of goals to make it easier to access and manage. Performance Goals and Development Goals are now housed within Goal Management and have improved integration with CPM. Access to Goal Management contains both plans with a tab for each as seen in the example below.

New Goal Management View with Both Goal Plans

For managers, the new look is especially helpful. It is easy to navigate to direct report’s plans or any other users in their target population. They can swap between between their reports and within the two plans. An example the manager’s goal plan view is seen below.

Manager View of Goal Plans

Latest Goal Plan Features

The latest version of Goal Management still allows for the following existing functionality:
- Creation of personal goals.
- Development goals can have competencies and learning activities added.
- Receipt of goal notifications.
- Edit, view, and delete all goals except group goals v1.
- Access to other’s goal plans with proper role-based permission.
- Existing integration with other modules.
New functionality includes:
- Personal goals not yet at the completed stage and approaching or past due date can appear on the latest home page.
- Linked achievements for the latest version of CPM may be created and viewed here rather than having to go out of the goal plan and navigating to CPM.
- Activities can be added directly to goals and linked activities may also display. An example of activities tied to a goal is shown below.
Add Activity to Goal

However, only the latest version of Goal Management may be used with the latest version of CPM.

Latest Goal Management Limitations

Since this is a new version for Goal Management, there is some goal plan functionality not yet available including:
- Mass import of goals.
- Ability to cascade and assign goals.
- Use of Group and Team Goals.
- Changing goal plan states within goal plan.
- Use of metric lookup tables.
- Use of Coaching Advisor for development goals.
- Assigning custom learning activities to development goals.
- OData APIs.
- Some mobile features which will be identified shortly.
Attributes that may be Configured

Listed below are the the goal plan XML attributes that may be configured in the latest Goal Management:
- max-goals
- max-weight
- max-weight-per-obj
- min-goals
- min-weight
- min-weight-per-obj
- new-obj-share-status-public
- show-total-goalscore
Unsupported Goal Plan Field Types

Additionally, there are some goal plan field types that are not supported:
- Bool
- Checkbox
- Comment
- Link
- Table
- Text when used for achievement text, actual achievement text, object plan field 1, go to url
Changes to Goal Plan Fields with Latest Version of Goal Management
- Name field is required with a maximum length of 500 characters.
- Description and metric fields have a maximum 1000 character limit.
- State. For use on the latest version of the home page, set the final enum value of the state field to “complete” in order to trigger the change of the goal state which enables incomplete goals to appear on the latest home page.
- When using weight, if min-weight-per-obj and max-weight-per-obj attribute values are not met, goal creation is not possible.
- For development goals, competencies can only be used in conjunction with Job Profile Builder.
- Cannot select a single competency to link to a development goal in the UI.
You may convert existing goal plan templates but the goal plan field types that are not supported will not appear in converted goal plans.

After the upgrade, goal plan templates will need to be converted. Convert a template only once and and one at a time. Only convert the goal plans in use. Goal plans not converted will be read-only. Once converted, the goal plan templates may be used in the latest version of Goal Management.

Mobile Apps Limitations

There are some limitations using the latest version of Goal Management in mobile apps. For Performance and Development goals:
- Cannot delete a goal from the goal card.
- Cannot enter a negative number in the number field type.
- Cannot revert back to the legacy view to see unsupported fields.
For Development goals:
- Unable to search for a specific competency.
- Unable to display the number of competencies on the goal card.
- Unable to add competencies by library or category.
- No integration with Learning.
Latest Goal Plan on latest Home Page

The latest Goal Management may be used in the latest version of the home page. There is a new admin opt-in for the redesigned home page. It is available for early adopters in both Preview and Production. Any existing legacy home page custom tiles or permissions are not impacted by the new page. An example of the new Home page is shown below.

Latest Home Page

The view is less cluttered with customized user and organization content. Tiles are replaced with cards and are system generated and more interactive. The page is divided into three sections:
1. Quick Actions. For frequent or quick actions.
2. For You Today. Dynamically generated user content. Displays any recently added goals and CPM activities.
3. Organization Updates. Contains custom organization content.
The new Home page shows content from Goal Management, Continuous Performance Management, and Continuous Feedback. On the latest home page, you can view personal goals when the state of these goals is not yet complete and these goals are approaching their due dates or already overdue.

The latest version of the home page handles only personal goals in the following manner:
- Updates of goals on the home page appear on for those manually created, modified or deleted.
- Goals from an import are not reflected on the home page.
- Performance goals appear based on status, if not yet complete and 15 days before due date.
- Development goals appear based on status, if not yet complete and 30 days before due date.
- Overdue Performance and Development goals will display.
Goals in “For You Today” section

Performance and development goals disappear from the new home page when:
- Goals are completed.
- Goals are deleted.
- Goal due dates are past the due dates configured on the goal plan template.
To-do items list can be opened and acted upon in a side panel on any page. You can take action on each to-do directly from the side panel.Overdue to-do items are indicated in red.

Is the upgrade right for you?

After upgrading to the latest version of Goal Management, you cannot reverse the update, so be sure to fully understand what features you will be gaining and losing. It is wise to fully test in a preview instance before committing to an upgrade to production.

Because there are some substantial limitations to the latest version, it may be premature to upgrade but it is at least worthwhile to anticipate how Goal Management is changing and to gain an better understanding of how modules continue to be more tightly integrated with each release.

Do you need help with your H2 2020 release? Download our support services brochure or email us at info@worklogix.com to see how we can help!
October 19, 2020
What’s New for Recruiting (RCM/RMK) in H2 2020
As of October 9, 2020, SAP has released their documentation for the H2 2020 release. You can view the full set of documentation in the What’s New Viewer here. As a reminder, preview release will be October 16 and production will be released November 20^th. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. For tips on how to manage a release, check out or blog here. For your convenience, we’ve summarized the highlights of what’s new for 2020 within Recruiting (RCM/RMK) below!

Email Verification with One-Time Password for New Candidate Account

This new functionality will request the candidate to enter a one-time password sent via email (provided by candidate). Once candidate enter the one-time password on the Create account page then candidate will be able to continue with account creation process. This new feature also prevents the exposure of existing candidates’ email addresses to attackers and keeps your candidate accounts secure. It also provides an improved email verification experience for the candidate.

** Please note that this is an opt-out feature meaning that you will need to disable this functionality if you or your client do not want to use this feature.

If your company enables the “Use email as external applicant user ID” functionality, the following will occur:
1. External candidate provides an email address when creating an account.
2. SAP SuccessFactors generates and sends a one-time password (OTP) to the provided email address.
3. External candidate inputs the one-time password to continue the account creation process.
OData Support for Position Generic Object on Job Requisition and Job Offer

You can now create and update a job requisition for multiple positions using the Job Requisition OData API. You can also create and update a job offer for a position using the Job Offer OData API.

The Job Requisition and Job Offer OData APIs now support business rules with Position.

Filter by Brand in Recruiting Advanced Analytics

Using Advance Analytics, you can filter and drill down by specific brand.

Add to Talent Pool from Inline Resume Viewer

Recruiters can now add candidates to talent pools via the Inline Resume Viewer in SAP SuccessFactors Recruiting, where recruiters could see details about the candidates’ background and interests.

Logo Component for Career Site Custom Headers

There is now a way to add a logo to a custom header for your career site pages in its own logo component rather than the Image component, so that you can specify logos that are optimized to display in desktop and mobile display settings.

There are two ways to add a logo into a header: Using the regular logo tab for headers, and the new method of adding a logo component in a custom header. This allows the use of different sizes logos for custom headers for different display settings, such as desktop and mobile.

Career Site Meta Images for Social Media Posts

Meta images can now be added using Career Site Builder to associate them with your career site in social media posts.

Third-party sites, like Facebook, LinkedIn, Twitter, and Microsoft Teams, allow you to associate an image when you post a link and information for your career site. Meta Image setting is located in Appearance Styles -> Global Styles -> (Brand) -> Main, this will allow to specify one image per brand. Each available brand can have separate meta image; otherwise Career Site Builder uses the meta image specified on default brand.

Google Tag Manager and Google Analytics in All Career Site Pages

Google Tag Manager and Google Analytics IDs can now be used in all career site pages, including those that are administered in SAP SuccessFactors Recruiting, such as the Job Application, Candidate Profile, Login, and Create an Account pages.

To enable the settings, navigate to Settings -> Site Configuration in Career Site Builder.

SEO Settings in Career Site Builder

By default, Career Site Builder generates a Top Jobs page that lists links to search results pages based on the most frequently searched terms. You can now refine your search-engine optimization settings and have better control over how you present jobs in your career site. In addition, you can demote specific terms to display at the end of the result set, or prevent search engines from indexing the auto-generated pages created by the Top Jobs page as well as the Top Jobs page itself. These settings now can be controlled by Career Site Builder administrators
- Terms to Demote – terms you include in this field are automatically demoted to the end of the result set.
- Terms to Avoid – when you add terms in this field, Career Site Builder adds a noindex value to prevent search engines from indexing them, and also suppresses them from being part of the Top Jobs results.
- Noindex Top Jobs – Career Site Builder adds a noindex value to these auto-generated pages, as well as to the Top Jobs page itself.
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.
October 19, 2020
H2 2020 SAP SuccessFactors – Employee Central New Features and Enhancements.
SAP SuccessFactors has some exciting new features for your Employee Central. They can be found in detail here (S-User ID required). Filter on Solutions for Employee Central to review all of the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.

Highlighting some of the interesting points on the new features and the Enhancements released in H2 2020 Employee Central.

Lets drill down based on the configurational type Universal, Admin opt-in and Admin opt-out.
New Features added with the configuration Type: Universal

Using any mobile browser, Enrolments and claim employee benefits can be done.

Using changeWfRequestApprover, you can change the approver of a workflow step through API, apart from the Manage Workflow Requests tool.

The duration to pull the data from the Employee Central CompoundEmployee API fields last_modified_on or snapshot_date is limited to a maximum of 3 months.

Moving all the hire-related permission settings into one category “Manage Hires” is more efficient while granting access to HR admins and managers.

Delete assignments/ Edit dates within a temporary work schedule assignment is now available with regular work schedule pattern.

To trigger the workflow, new business scenario: Trigger Workflows option is available under the Employee Central Core category on the Configure Business Rules page.

New Day View includes cross-midnight absences and planned working times for Team Absence Calendar. Employees/ managers can view absences and planned working times.

New Features added with the configuration Type: Admin Opt-in

Qualtrics surveys with Benefits to get feedback from your employees when they add a benefit during a cart-based enrollment action, such as for New Hires, Rehires, or the Company Open Enrollment process.

Simplified process for sending a survey in an email.

Intelligent Services events to send employee information to Qualtrics, so that you can send a Qualtrics survey via email to them when they are assigned to concurrent employment.

Intelligent Services events to send employee information to Qualtrics, so that you can send a Qualtrics survey via email to them when their manager changes.

Intelligent Services events to send employee information to Qualtrics, so that you can send a Qualtrics survey via email to them to find out why they’re leaving the organization.

Customized Configuration of New Hire:

You can create templates where you specify only the blocks needed for the type of employment you are hiring for, meaning that you can add, remove, and rearrange the order of the blocks as well as add standard and custom MDF objects to the configuration.

https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/2011/en-US/7c87858cc3384c67b5cb923587005502.html

New Job option ‘ Create or Update Benefit Enrollments for Employee Master Data Changes’ is available to process the records of the employees who have changes in their master data. Existing ‘Benefits Auto Enrollment Job’ processes runs for all the employees even when there are no changes as per the eligibility rule.

Rules must be configured for the master data objects maintained in the benefit eligibility.

Create Benefit Tracker for Employment Info Changes ()

Create Benefit Tracker for Employment Info Changes with Effective Date ()

Create Benefit Tracker for Personal Info Changes ()

Create Benefit Tracker for Personal Info Changes with Effective Date ()

Custom data block ” Live Profile User Information” can be added to your People Profile to display and manage additional information about contingent workers. Not required to import data using Employee Central Imports or OData APIs to modify information that’s not available on the contingent worker’s profile.

Address Validation: Added validation mapping for all address fields for Brazil and Belgium. Legal entities in Brazil and Belgium are required to store the addresses of employees and their dependents in a way that is legally compliant.

Local Version of Ghana and Suriname includes National ID, Personal Document Types, Personal Information, Job Information, Disability Information, Dependents Information, Home Address and Corporate Address.

Added a new option to allow the data replication when employees are flagged for a payroll correction run (Matchcode W).

Now, configure the Internal Job History block in the People Profile as a read-only to view a summarized version of an employee’s job history at the company. Based on the rule scenario configured, job history for an employee will be displayed and only visible to the HR Admin.

Accruals Transfer date can be adjusted automatically in the following scenarios:

Unauthorized leave

Leave without pay

https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/2011/en-US/50252735bfe84d8cbd606df49d604432.html

New Features added with the configuration Type: Admin Opt-Out

Work Permit Importing on Centralized Services – Now validation is based on the business keys to ensure their uniqueness, adopt the Full Purge mode, and import data based on user ID, instead of person ID. The shift from the legacy approach to this new one to importing work permits improves data quality and reduces maintenance costs.

https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/2011/en-US/47e77878716b49369d31534ca3c642bf.html

Enhancements in H2 2020 Release:

Filter option has been enhanced on the OData Entities: Custom string fields’ custom-string1, custom-string2, and custom-string3 can be included in the filter while querying the Employee Central OData APIs PerPerson and EmpEmployment.

Integration of Position Management with SAP Fieldglass: No manual effort of creating and attaching a business rule to map fields. When you create an Fieldglass requisition from position organization chart, the entire position object is now passed to SAP Fieldglass.

Enhancements to the Deduction Start Date: Options in the Deduction Start Date field is changed across benefit types. The options available for the Deduction Start Date field are

As of Enrollment Effective Date

Always Next Pay Period

Next Pay Period Based on Pay Check Issue Date.

Event Reason drop down field is introduced while Hiring or Rehiring Contingent Workers.

‘onChange Rules’ can be executed across blocks when an employee is transferred within your organization using the Manage Pending Hires tool. You can also trigger changes based on rules set for fields across blocks. For example, when there’s a transfer leading to a change in the company code, the pay group is changed based on ‘onChange’ rules in your instance.

Scheduled job belonging to Off Cycle Event Batch and Employee Data Imports are cancelled if there are at least 100 failures reported within a span of 90 days.

The rules ‘check_Bank_Uniqueness, validateMainPaymentMethod_PaymentInfo and proposeIBAN_PaymentInfoDetails’ are being removed from the pre-delivered content for Payment Information.

To have more accurate address data for customers in Thailand, new fields are added and existing fields are modified.

Administrators can configure a rule function to split advance leave payment across fiscal years.

NAF Office Number Home Address information is removed due to a requirement change in Norway. Removed the <Region> field from the Home and Corporate Address content because this is not required in address content for Norway.

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

Also, check out this interesting article about the Job Profile Builder.

Do you need help implementing or supporting your SAP SuccessFactors Modules? Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.
October 19, 2020
H2 2020 SAP SuccessFactors Learning Management System Updates
New major updates in Admin Opt-in Configuration Type

Reply-To Email Address Change Option

New Reply-To email address field, which lets you enter an e-mail address different from the administrator and user e-mail addresses. It is populated based on the data configured in the Application Notification Admin Email, or the Application Notification User Email fields.

Support for IAS Identity Management

IAS Identity Management authentication is in limited availability, only to customers who sign up for the early adopter program. Native logon, and BizX platform authentication for external users will be migrated to IAS authentication in upcoming releases.

Course Home Redesign for Blended Content

Blended content for course home is enabled by selecting Admin System Administration Configuration System Configuration LMS Admin EnableCourseHomeBlended=true

NEW MAJOR UPDATES IN Universal CONFIGURATION TYPE

Language Support for Personalized Recommendations

The newly supported languages are:
- Bulgarian
- Catalan
- Croatian
- Danish
- Finnish
- Greek
- Hungarian
- Italian
- Japanese
- Korean
- Malay
- Norwegian
- Polish
- Romanian
- Serbian
- Slovak
- Slovenian
- Swedish
- Turkish
- Ukrainian
Supporting additional languages in recommendations meets the requirements of customers for whom English isn’t the primary language. This leads to a better adoption of Learning as well.

Add New Items

Add New for learning items has been incorporated in the new UI along with improved user experience and brings parity between the functionalities of the old UI and the new one.

Some of its highlights are:
- All the fields in Add New of Items including custom fields reflect the settings done in Entity Configuration.
- The settings done in User Settings reflect in the New Item page.
- All the required data are validated before the item is created.
- The Revision Number field can accept values that are up to 90 characters long.
Virus Scan for .zip Connector Files

.zip connector files are scanned for viruses before they’re processed and file will be rejected or delete if a virus is detected and it is the security enhancement feature.

Sensitive Data Safeguards

Currently, if custom fields are mapped to SPD fields in SAP SuccessFactors Learning, a designated administrator or group of administrators are notified. And when the SAP SuccessFactors User Connector or User Sync is run, no new data is saved, and the existing data is deleted after seven days.

Limit for Maximum Report Runtime

Maximum time for a report to run has been set to 24 hours. By setting a limit, customers can fairly use their reporting resources. The selected values enable reports to run for a definite amount of time and to block reports that can cause system instability, or waste system resources by running indefinitely.

Enhanced Security for Plateau Report Designer

Users can access PRD from Learning Administration in Admin Center of SAP SuccessFactors, and generate a new password to log in to the tool.

Printed Exams in Assessments

Administrators can select Menu Print Exam to configure assessments for printing, so that the student can be administered the exam in hard copy format, and their scores can be entered manually by the administrator using the scoring interface.

Multiple Contents for Imported Open Content Network Course

The OCN Synchronization is an existing job that periodically updates OCN courses with newly added content. Once the course is updated, the ReassignOCNCourseItemToStudentApmJob runs and assigns the new content to the learners of the course. The system notifies the learners through email about the assignment of newly added content. Multiple contents can be added to an OCN course and these contents are automatically assigned to the assigned learners of the OCN course.

Removal of Flash-Based Administration User Interface

Adobe Flash-based administration user interface is no longer available and administrator experience offered by the SAP Fiori interface is now consistant with the rest of the SAP SuccessFactors product suite.

To Learn More

Overall there are 34 items being changed or enhanced in this release for LMS and we didn’t cover every detail here. For more information, check out the What’s New Viewer here.

Do you need help managing your SuccessFactors Release cycles? Email info@worklogix.com or download our support services brochure to see how we can help!
October 19, 2020
H2 2020 SAP SuccessFactors Performance Management Release Updates

What’s New

There are new universal and admin opt-in features in the H2 2020 Performance Management release along with a large number of universal features. We will start with what’s new. There are two admin opt-in updates and two universal 360 related updates.

New Admin Opt-ins

There are two new admin opt-ins available and we will look at them both.

Latest Version of Goal Management

The latest version of Goal Management provides users with an upgraded user interface with a comprehensive view of goals and development goals. This streamlined tool also enables access to the latest version of Continuous Performance Management (CPM) to create and view linked activities.

A notable change is combining performance goals and development goals within the navigation menu. Development goals now appear as a tab within Goal Management. An example is shown below.

Development Plan Tab

For both plans, the view is cleaner and more visually appealing. Goals are more prominently displayed and may be viewed by status as well. You can see what the new goal plan looks like below.

Linked achievements for the latest version of Continuous Performance Management (CPM) may be viewed here rather than having to go out of the goal plan and navigating to CPM. Activities can be added directly to goals and linked activities may also display. An example of activities tied to a goal is shown below.

Linked Goal Activities

For managers, the new look is especially helpful. It is easy to navigate to direct report’s plans or any other users in their target population. An example the manager’s goal plan view is seen below.

Manager View of Goal Plans

Job Profile Builder Support for Writing Assistant and Coaching Advisor

The other new admin opt-in feature pertains to competencies when Job Profile Builder (JPB) is used. Previously, to use Writing Assistant and Coaching Advisor for competencies in a performance form, the Teasers and Tunings were added to a competency library via an import file in Provisioning.

Now this task may be accomplished in the UI with the tool “Manage Writing Assistant and Coaching Advisor“. This update fills a gap between JPB and Job Description Manager. Within this tool, a competency library overview page will display. After selecting the library and finding the competency to update, teasers and tunings can be added to the performance details. An example is shown below.

Adding Teasers when JPB is Enabled

This new feature enables users without Provisioning access to create and modify the writing assistant and coaching advice content.

New Universal Updates

There are two new universal updates for H2 2020 both for 360 Reviews.

Advanced Search of Universal People Search Available in 360 Reviews – SAP Fiori Version

Advanced Search of Universal People Search is now available for 360 reviews. When searching for employees, when the “Find Employee” dialog box appears, there will be advanced search options. This search can be used in the “Add Participants” dialog box, in the “Send a Copy” dialog box and in the “360 Executive Review” page. The updated search screen is displayed below.

Advanced Search of Universal People Search

Detailed 360 Report in 360 Reviews – SAP Fiori Version

There is a revised version of the Detailed 360 Report. It has cleaner and easier to read layout. An example is shown below.

Detailed 360 Report

The settings are now housed at the top of the report and fonts are bigger and brighter for the gap values. Comments are more visible and appear beside ratings.

There is a radar chart to display competencies and ratings on the Graphical Summary tab. The print set up dialog box now offers an option to print specific views.

Admin Opt-in Updates

There are three admin opt-in updates available: New Competency Picker in Forms, Qualtrics Surveys for Steps in Performance Reviews and Customized Labels for Calculated Rating and Manual Rating in Customized Weighted Rating Section. Since there are sever

New Competency Picker in Forms

This opt-in is available when Job Profile Builder (JPB) is enabled and is used when adding competencies to a performance form. The new competency picker is used on PM forms to find competencies to add. Competencies can be found using a hierarchy structure and a search option. Competences can be selected by competency library or job roles and using keywords search. An example is shown below.

Add Competencies

Qualtrics Surveys for Steps in Performance Reviews

If you are using Qualtrics surveys in your performance process, the current version only allows the survey to appear after the employee signature step. In the new version, you may select which steps and for which roles the survey should display. The survey can be used for single role, iterative, and collaboration steps.

Customized Labels for Calculated Rating and Manual Rating in Customized Weighted Rating Section

The labels for the calculated rating and the manual rating in the Customized Weighted Rating section can now be customized using an XML file. In the previous version, the labels for the calculated rating and the manual rating were hardcoded as Calculated Form Rating and Overall Form Rating.

Universal Updates

There are several universal updates for Performance Management. Many revolve around the Customized Weighted Rating Section of a performance form. We will look at these but first we will look at the other universal updates.

Message to Remind Users Before Removing Signers

In a performance form that allows for a signer to be removed, there is now a reminder in the Remove Signer confirmation pop-up. The message is to remind users that by removing a singer, the form automatically routes to the next step. If that is not the user’s intent, they need to add a new signer before removing the current signer. An example of the new reminder is shown below.

Message Added to Remove Signer

New Feedback Data in Goal Plans

Feedback from Continuous Performance Management (CPM) is now available to display in performance and development goals plans. The CPM achievements column for a goal currently shows the count of achievements tied to a goal. With the latest version of CPM, achievement related feedback will also display. In the CPM achievements column, clicking on the count will now display the feedback topic title along the topic title and three sets of questions/answers from the Achievements tab.

New Feedback Data in Performance Management Forms

The CPM achievements column in the performance and development goal sections of a PM form currently shows the count of achievements tied to a goal. With the latest version of CPM, achievement related feedback will also display. In the CPM achievements column for a goal, clicking on the count will now display the feedback topic title along with the three related feedback question/answers.

If any achievements or feedback is deleted in CPM, the data is also deleted from PM forms, including completed forms.

You can check out my blog on the H2 2020 CPM Release Updates to see what else is new.

The remaining universal updates that we will discuss pertain to a very specific summary section of a performance form: Customized Weighted Rating.

Removal of Enable Customized Rating Calculation from Form Template Settings

“Enable Customized Rating Calculation” no longer appears in Form Template Settings as seen in the example below.

Current Method to Enable Customized Rating Calculation

“Enable Customized Rating Calculation” was a prerequisite to enable the calculation.

In the new version, simply adding the Customized Weighted Rating section to a form template acts as the prerequisite to enable the calculation of the overall customized weighted rating.

Enable Customized Weighted Rating

The business rules that trigger the calculation must also be configured.

Rating Scale for Customized Weighted Rating Section

In the previous version, the rating scale for the Customized Weighted Rating section used the same rating scale as the other rating section. In the new version, the Customized Weighted Rating section has its own rating scale.

“Unrated” and “Too New to Rate” in Previous Ratings of Customized Weighted Rating Section

In the previous version, “Unrated” and “Too New to Rate” were not in the Previous Ratings table of the Customized Weighted Rating section of a PM form and just displayed as 0. In the new version, “Unrated” and “Too New to Rate” are displayed in the Previous Ratings table of the Customized Weighted Rating section and both are ignored in the calculation of the overall customized weighted rating.

Allow Override of Unrated Manual Rating for Customized Weighted Rating Section

In the Customized Weighted Rating section of a form template, there is now the option to override the unrated manual rating. The option, Allow Override of Unrated Manual Rating has been added so this summary section can work like the others as seen in the example below.

Allow Override Unrated

In the previous version, the unrated manual rating displayed as Unrated. In the new version, the unrated manual rating can be overridden by the calculated rating.

Too New to Rate in Customized Weighted Rating Section

Like the other summary sections, there is now the option to provide a label to explain why an employee is not rated. An example using the current summary section is displayed below.

Unable to Rate Label

The summary section example above shows the Unable to Rate field will be available as an option in the Customized Weighted Rating section of a form template.

Calculated Rating from Customized Weighted Rating Section in Ad Hoc Reports

If you are using the calculated rating in the Customized Weighted Rating section of a form template, ad hoc reports use the unadjusted calculated rating from the performance template summary section instead. An example of creating an ad hoc and selecting rating columns is shown below.

Unadjusted Calculated Overall Performance Rating

In the new release, when creating an ad hoc report, when this same field is selected, the Unadjusted Calculated Overall Performance Rating from the Customized Weighted Rating section is used. This means reporting will accurately reflect the ratings in the performance forms. This is especially important when the template has both the Summary section and the Customized Weighted Rating section. The calculated rating from the Customized Weighted Rating section overrides the unadjusted calculated rating from the Summary section.

Customized Weighted Rating Section and Ratings Displayed in En Route Folder

In the prior version, when a form with the Customized Weighted Rating section was in the En Route folder, this section’s ratings were not in sync with the in-progress form. In the new version, the Customized Weighted Rating section section of a form will display in the En Route folder and will be synced with the in-progress form. The Previous Ratings table of the section will contain the ratings from the previous steps for the login role and by other roles.

Calculated Rating from Customized Weighted Rating Section in Bin View

There is a another feature available when a calibration template is based on a performance form template that contains a Customized Weighted Rating section. Currently, when the data source for a calibration template is a performance form template with this summary section, either the manual or the calculated rating can be calibrated. However, the calculated rating cannot be displayed in the Bin view of a calibration session.

With the latest release, the calculated rating from the Customized Weighted Rating section may display in the Bin view if this calculated rating comes form a PM form and the “Show calculated rating in addition to manual rating (only applicable to Bin view)” setting is enabled. An example is displayed below.

Calculated Rating Option for Bin View

Label for Rating Scale Scores in Previous Ratings of Customized Weighted Rating Section

In order to get a clear picture of what the numeric rating means, labels are now visible. In the previous version, the ratings in the Previous Ratings table in the Customized Weighted Rating section were displayed only as numeric values.

An example is shown below.

Numeric Rating in Prior Version

In the new version, the ratings in the Previous Ratings table of the Customized Weighted Rating section are displayed as numeric values with corresponding text labels. If rating numeric values are mapped to labels in the manual rating scale, the label display next to the rating’s numeric value. If no labels were mapped, the rating will continue to just display its numeric value.

And example is shown below.

Customized Rating Section with Rating Labels

There is a checkbox in the form template for this section: “Hide numeric rating values (only show text labels)” similar to other summary sections.

If a rating’s numeric value is mapped to a certain label for the manual rating’s rating scale scores, the corresponding label can be displayed next to the rating’s numeric value in the Previous Ratings table. Otherwise, the rating is displayed as its numeric value.

There is an added checkbox for this form section in ” Manage Templates“. There is the option to hide numeric rating values and only show text labels.

Customized Weighted Rating Section in Print and Save as PDF

In prior versions, the section calculated rating details were not displayed in the printed or saved performance form. Now the calculated rating details of the Customized Weighted Rating section of a performance form will be included in the printed or PDF version of the form.

To Learn More

All in all, there are over 20 items being changed or enhanced in this release for Performance Management and we didn’t cover every detail here. For more information, check out the What’s New Viewer here.

Do you need help managing your SuccessFactors Release cycles? Email info@worklogix.com to see how we can help!

October 14, 2020
H2 2020 SAP SuccessFactors – Compensation and Variable Pay Features
SAP SuccessFactors has some exciting new features for your Compensation & Variable Pay Solutions. 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 will be October 16 and production will be released November 20^th.

After reviewing all the changes, we narrowed the list down to the Highlights for H2 2020 Compensation & Variable Pay & Reward and Recognition:

1. New Layouts for Statement Templates
- Additional flexibility has been added for standard compensation statements
  - The new layouts are available for Compensation, Variable Pay, and Combined statement templates to support right-to-left (RTL) compliance. Previously, Compensation fields were always displayed to the right of text section in statements. This will allow for a more custom look and feel to better suit your needs.
  - The new statement template layout increases usability and improves user experience with Compensation statements. See my earlier blog post for other tips on optimizing standard statements.
After selecting template from SuccessStore, you will now you have the flexibility to display Compensation fields to the right, left, or below the text section of statements.

2. Promotion Planning and Job Selector Within Compensation Template
- You can now enable promotion planning and job selector functionality at the compensation template level.
  - When you select Enable Promotion Planning, the system displays three parameters related to job selector functionality: Enable Promotion Planning, Editable Job Family, Editable Job Role, and Reloadable Final Job Fields.
End users can Enable Promotion Planning directly in the template instead of the XML

3. Configuration of Calculated Pay Range on the Basis of Post-Promotion Information
- A new setting has been added to allow you to directly maintain the post promotion fields to be used when calculating the final pay range for a promoted employee. In most cases, the final pay range is based on post-promotion information.
  - Previously this was done only in the XML.
  - Check out this demo SAP provided.
Post Promotion attribute to be used to determine final pay range can be defined in Settings

4. Promotion Data Available in Compensation Report
- New functionality was created to allow users to create worksheet reports containing promotion-based information for employees. The system exports data from Employee Central for EC-enabled templates and from job selector fields within compensation for worksheets that aren’t EC-enabled.
  - Previously you would have to manually go employee-by-employee through your worksheets to review promotion information, which can be time consuming for large groups of employees.
  - Click here for details on the Role-Based Permissions that are needed for this report.
Promotion report can be found under Admin Center –> Compensation –> select template –> Manage Worksheets

5. Role-Based Permission to Control Import of Executive Review Information
- You can now use Role-Based Permissions (RBP) to control who can import data into Executive Review. You can allow access to every template or specify individual templates to which the RBP applies.
  - Previously when you enabled compensation excel offline edit, all users with Executive Review access would have seen the Import button.
You can now control who has access to Import into Executive Review and which templates they can do this for

6. Currency Views Availability Field Added to Compensation Plans
- Users can now select which currency views are available per template.
  - This functionality was previously only available for Variable Pay plans and Total Compensation plans.
Currency Views allow users to toggle between Functional, Planner, or User (Local) Currency

7. Configure Compensation Worksheets to Display Multiple Columns for Collapsed Groups
- Users can now configure the system to display multiple columns for a collapsed group on a compensation worksheet.
  - This allows greater flexibility when setting up the worksheet and can allow for better look and feel for end users while saving real estate.
In the example above, several columns appear in the collapsed groups instead of just one

8. Compensation Provisioning Settings Available on Company Settings Page
- You can now configure fields on the Display Settings and Settings pages that you previously needed to set by modifying through the XML file.
  - Enable YouCalc widget on compensation form
  - Enable Compensation Profile
  - Enable Form View in Executive Review
  - Enable Decentralized Administration
Additional company settings added for compensation administrators to access

9. XML Attributes for Compensation Added to Display Settings Page
- You can now configure fields on the Company Settings page that you previously needed to set by modifying through Provisioning.
  - Default Sorting
  - Employees Per Page (now up to 100 employees per page)
  - Display Format and Color Bar (Compa-Ratio)
Additional settings added for compensation administrators to access

10. Multi-Select Filtering Supported Within Compensation When Publishing Employees in Employee Central
- You can select multiple filtering reportable fields when using the Publishing Selected Employees in Employee Central functionality.
  - This allows for increases flexibility when publishing data back to EC.
Multiple fields can now be selected to publish by

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

Do you need help implementing or supporting your SAP SuccessFactors Compensation or Variable Pay system? Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.
October 14, 2020
H2 2020 SAP SucessFactors Calibration Release Updates

As of October 9, 2020, SAP has released their documentation for the H2 2020 release. You can view the full set of documentation in the What’s New Viewer here. As a reminder, preview release will be October 16 and production will be released November 20^th. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. For tips on how to manage a release, check out or blog here. For your convenience, we’ve summarized the highlights of what’s new for 2020 within Calibration below!

With the H2 2020 release, there are additional features introduced for the latest version of Calibration. There are new universal and admin opt-in features along with five universal updates. We will review the updates starting with what’s new.

New Admin Opt-in Features

There are three admin opt-in features that provide additional access to employee information to make better decisions when calibrating ratings along with some enhanced admin functionality.

Access to Comments from Other Calibration Sessions

Currently within a calibration session, reviewers have access to subject’s comments on the session detail page. Based on the calibration role permissions, the reviewers may add, edit, delete or view comments. An example of the current functionality is shown below.

Current Subject Comment

With the new release, it is possible to reference comments from prior sessions. Seeing comments from prior sessions gives the session reviewers a more complete picture of subjects in order to make more objectively.

This option is set in the Advanced tab of “Manage Calibration Templates” as seen in the example below. Enabling “Roll up comments from the other sessions based on the same template” will give calibration reviewers access to comments from prior sessions.

Roll up Comments Setting

As seen in the example below, when adding or viewing subject comments during a session, the comment dialog box will now contain two tabs: “From This Session” and “From Other Sessions“. Comments for the current session may be added, edited, deleted or viewed. Other session comments are view only.

.

Prior Sessions Comments

However, comments from prior sessions will only display in the new tab if the other sessions use the same calibration template.

Replace Facilitator that becomes Inactive

There is a new setting that will be available in “Manage Calibration Settings”. Enabling “Choose a user to replace a calibration session’s only facilitator who has been inactive” will allow a new facilitator to replace the sole facilitator of a session who becomes inactive. Once a replacement facilitator is identified and the inactive user is purged, the facilitator is automatically replaced for the session.

Omit “Too New to Rate” from Rating Options using Employee Profile

On the Global Settings tab within “Manage Calibration Settings“, there is a new option that may be enabled. “Remove ‘Too New to Rate’ from rating options for the rating types from People Profile data” will omit “Too New to Rate” as an rating option when selecting Employee Profile as the data source for ratings. This will be apparent on the Data tab within “Manage Calibration Templates” when Employee Profile is selected as the data source for ratings to be calibrated. With this setting, “Too New to Rate” will not be displayed as a rating option.

New Admin Opt-in Feature

Odata API for Session Comments

A new OData API entity called “CalibrationSubjectComment” is now available so comments are exposed for interfacing. A query can be used to get a single comment made for a calibration subject using comment ID or to get all comments made in a calibration session. An example of the URI for getting all session comments is shown below.

https://<API-Server>/odata/v2/CalibrationSubjectComment?$format=json

Universal Update Features

We will now review the four universal features found in the latest release.

Access to Subject Comments

Currently, there is a comments column in the List View of a calibration session as seen below. If a comments icon appears for a subject, the reviewer would click on the icon and would be able to see existing comments. If the session reviewer also has “Write” permission, they could also add a comment. The vertical dots menu for each subject would be used to get to the link to add a comment as shown below.

Current Comment Column in List View

The comments column appears in the Subjects List for Executive Review as seen below.

Current Comment Column in Subjects List View

In both views, the column would contain a comment icon if there was a comment for the subject.

In the latest release, it will be easier to view and add comments. The comments column which houses a comment bubble will no longer be used in the List view of a calibration session or in the Subjects List within Executive Review. An example of the new comment feature is shown below.

New Comments

In the new release, the comment icon will appear with the subject name along with the comment count regardless of a user having any comments. If comments exist for a subject there will be a number count next to the icon. To add or view a comment, click the comment icon.

The Calibration History block on People Profile will display the comment icon with the comment count for each subject as well.

Autocomplete Search of Universal People Search

The Calibration module has adopted autocomplete search. This allows the admin in the “Manage Calibration Sessions” page and calibration users in the session list page and session details page to use the autocomplete search of the Universal People Search.

The current calibration sessions list page search options are seen below.

Current Calibration Session List Search Options

With the new release, there will be an “Add People” icon which enables the autocomplete search of Universal People Search. An example is shown below.

Search Options

Start typing to search for a name in the module search box. The system predicts names you are searching for. All matches will display as separate entries to choose from.

Enhanced Experience using Matrix Grid Views

The current matrix grid view within a calibration session is shown below. To see the talent card of a subject in a zoomed out cell, the “more” icon for a subject would need to be clicked and then “Open Talent Card” selected.

Current Zoomed Out Matrix Grid View

Available in full-screen and normal modes in the new release, the cards will be visible in zoomed out cells. There will be a scroll bar when a cell is too small to see all of the people cards. This feature makes it easier to compare subjects in zoomed in and out cells. An example of the new functionality is shown below.

New Zoomed Out Matrix View

Select Permission Model Obsolete

Within provisioning, in the “Enable Calibration” section of Company Settings, the option to select the permission model will no longer exist.

Current Permission Model Options

Now that all customers are using role-based permissions, the default permission model option is no longer viable so this selection will no longer appear.

Calculated Rating from Customized Weighted Rating Section in Bin View

There is a another feature available when a calibration template is based on a performance form template that contains a Customized Weighted Rating section. Currently, when the data source for a calibration template is a performance form template with this summary section, either the manual or the calculated rating can be calibrated. However, the calculated rating cannot be displayed in the Bin view of a calibration session.

With the latest release, the calculated rating from the Customized Weighted Rating section may display in the Bin view if this calculated rating comes form a PM form and the “Show calculated rating in addition to manual rating (only applicable to Bin view)” setting is enabled. An example is displayed below.

Show Calculated Rating in Bin View

Wrap Up

The latest release improves managing calibration sessions for the admin and improves the calibration reviewer experience.

Do you need help managing your SuccessFactors Release cycles? Email info@worklogix.com to see how we can help!

October 13, 2020
H2 2020 SAP SuccessFactors Continuous Performance Management Release Updates
As of October 9, 2020, SAP has released their documentation for the H2 2020 release. You can view the full set of documentation in the What’s New Viewer here. As a reminder, preview release will be October 16 and production will be released November 20^th. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. For tips on how to manage a release, check out or blog here. For your convenience, we’ve summarized the highlights of what’s new for 2020 within Continuous Performance Management below!

The latest version of Continuous Performance Management (CPM) was restricted in the H1 2020 release and now will be generally available. The H2 2020 release builds on the redesign of the user interface for CPM that began this year.

There are four new admin opt-ins, two universal updates and one admin opt-in update available when using the latest version of CPM. We will start by reviewing what’s new.

New Admin Opt-ins

Latest Version of Continuous Performance Management using Upgrade Center

The upgrade to the latest version of CPM must be done as an admin opt-in using Upgrade Center. There are some features are automatically applied when upgrading:
- Activities View- which uses a Kanban board for activity management.
- Meeting View – to manage conversations.
- Achievements View – with a new layout that shows activities linked to achievements.
- Ability to link activities to development goals as well performance goals.
- Activities must be used to create achievements.
When upgrading to the latest version, all current CPM users are impacted. It is worth noting if you are contemplating the move to the latest version of CPM, once the latest version is enabled, you can’t go back.

Once the upgrade to the latest version of CPM is completed, there are some additional admin opt-in features that may be enabled.
- “Discussion Topics” replaces “Other Topics“. Any existing content within “Other Topics” gets converted to “Discussion Topics“.
- There is also a new feature called “Meeting Notes“.
- Multiple roles is a new permission based feature which allows users to have 1:1 meetings with anyone in their organization.
- “Enable Activity-Feedback Linking ” to link activities and activities tagged as achievements to feedback.
- Use of the latest version of Continuous Feedback.
- “Disable Deleting Feedback” is a carryover from the prior version that is now available in the latest release which prevents a user from deleting any existing feedback.
Several features are no longer available with the latest version of CPM:
- Achievement Feedback
- Achievement Linking to Goals
- Achievement Linking to Development Goals
- Coaching
Link Activities to Development Goals in Continuous Performance Management

Another new admin opt-in available for CPM is the ability to link an activity to a development goal. In the H1 2020 release of the latest version of CPM, only performance goals could be linked to activities. An example of creating an activity and linking to a development goal is shown below.

Link Activity to Development Goal

Some additional functionality is available as well:
- In addition to viewing activities by status and by goal, the Activities view will now have a tab for development goals.
- When viewing an activity in the Activity Details view, the development goal linked to the activity will display.
- Linked development goals will display in the Meeting view and in the Meeting History page.
- Linked development goals in the Activities Kanban board may have name and details edited.
- Goal linkage may be changed in the Activities Details page.
- Integration with the Career Development Plan and the Development Goals section of a Performance Management form when an activity is tagged as an achievement to a development goal.
Goal Management

If you are using the latest version of Goal Management, Development will no appear in the navigation menu. Instead, performance goals and development goals are housed together within Goals with a tab for each. An example is shown below.

Access to Development Goals via Goals

The integration between Goals and CPM allows users to create and view activities within Goal Management. As it already functions for goals, it will now be possible to create and view activities in the Development Goal view.

Multiple Role Support for Continuous Performance Management

The final new admin opt-in feature allows roles beyond the manager/employee hierarchical relationship to use CPM. Currently CPM is limited to the view between a manager and their direct reports. The new Multiple Roles feature allows a user to invite someone else to share a CPM view which contains access to the Achievement, Activity, and Discussion Topic views.

This feature involves a concept called “Channels”. A user invites another user to a channel which contains the CPM Activity view and a Meeting view. An example is shown below.

CPM Channels

This feature enables users to have ongoing conversations with those they work with but are outside the traditional employee/manager roles. Users can view achievements and drilldown into individual activities. The Multiple Roles option needs to be enabled in CPM configuration view to use this.

Admin Opt-in Updates

Latest Version of Continuous Feedback for Continuous Performance Management

There is an improved process to request and provide feedback when using the latest version of CPM. Continuous Feedback is not housed within CPM but instead is found in the navigation menu. An example is shown below.

Continuous Feedback

There are tabs for feedback received, feedback given, and feedback requests sent. There are also buttons to ask for feedback and to give feedback.

New is the use of a topic and questions when requesting and giving feedback. Feedback is more targeted and based on questions asked of the feedback provider. Users could select from standard provided questions, admin created questions or allows users to write their own questions.

An example is requesting feedback is shown below.

Crafting Feedback Questions

This flexibility enables users to get constructive feedback on specific topics rather than receiving generic feedback.

Feedback details may also be viewed. An example is shown below.

Feedback Details

Filtering of feedback has also been enhanced. Feedback may be filtered by linked activities, shared feedback or feedback by date range. An example is seen below.

Filter Feedback

Universal Updates

There is two universal updates for latest version of CPM that relates to feedback.

CPM Feedback Data in Goal Plans

Feedback from CPM is now available to display in the performance and development goals plans. The CPM achievements column for a goal currently shows the count of achievements tied to a goal. With the latest version of CPM, achievement related feedback will also display. In the CPM achievements column, clicking on the count will now display the feedback topic title along the topic title and three sets of questions/answers from the Achievements tab.

CPM Feedback Data in Performance Management Forms

The CPM achievements column in the performance and development goal sections of a PM form currently shows the count of achievements tied to a goal. With the latest version of CPM, achievement related feedback will also display. In the CPM achievements column for a goal, clicking on the count will now display the feedback topic title along with the three related feedback question/answers.

Wrap Up

We have now seen what new features you can look forward to utilizing with the latest version of CPM.

Do you need help managing your SuccessFactors Release cycles? Email info@worklogix.com or download our support services brochure to see how we can help!
October 13, 2020
What’s New for Onboarding in H2 2020

As of October 9, 2020, SAP has released their documentation for the H2 2020 release. You can view the full set of documentation in the What’s New Viewer here. As a reminder, preview release will be October 16 and production will be released November 20^th. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. For tips on how to manage a release, check out or blog here. For your convenience, we’ve summarized the highlights of what’s new for 2020 Onboarding below!

Compliance

Not surprisingly for Onboarding, most of the feature enhancements revolve around compliance. The biggest news is the release of compliance forms for the USA (I-9, E-Verify, W-4. SWF and standard forms). There were some customers in the USA hesitant to jump into Onboarding 2.0 until this happened. In addition, you can also create custom compliance forms if any happen to be missing for you country. Problem solved!

Onboarding is also now included in the platform-wide features of Data Purge, Read Audit, Change Audit, and Information Report. There was a major overhaul of the Read Audit report screen to assign specific fields as sensitive across most modules (see below screenshot), and onboarding is included in this. You can use the new screen to pick which fields you deem are sensitive instead of the system only assuming ethnicity, minority, and ssn are sensitive.

New Read Audit Configuration Screen Where you can choose which fields are sensitive

Additionally, there’s a ton of features to organize and enhance compliance usability. There’s now a way to add a compliance step to your standard workflow for the onboarding process (see below). Compliance forms can also now be categorized based on document type. Email notifications can also now be sent based on compliance-related events.

Adding a compliance step to the Process Variant Manager

SAP has also added reporting on compliance in People Analytics that allows you to query on the status of compliance forms.

Business Rules

Business Rules continue to expand their usefulness in Onboarding as well. You can now directly edit the event reason in onboarding using a business rule (before you had to make a custom recruiting field for event reason).

Another neat new feature is the ability to customize the user id and employee id formats that get generated automatically. This is accomplished using a business rule and will allow administrators to organize the ids to follow helpful conventions rather than just being entirely up to the system.

Business rules can also be tied to email events for additional categories as well now too (Suite Mapping Error, Nudge Assignment, and Manage Assets Upload Categories). Attachments can also be added to email notifications as well.

All in all, there’s 16 items being changed/enhanced in this release for Onboarding and we didn’t cover every detail here. For more information, check out the What’s New Viewer here.

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

October 13, 2020
What’s New for Succession and Development in H2 2020

As of October 9, 2020, SAP has released their documentation for the H2 2020 release. You can view the full set of documentation in the What’s New Viewer here. As a reminder, preview release will be October 16 and production will be released November 20^th. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. For tips on how to manage a release, check out or blog here. For your convenience, we’ve summarized the highlights of what’s new for 2020 within Succession and Development below!

Writing Assistant and Coaching Advisor for Job Profile Builder

The biggest news for these modules we’ve seen is that the Job Profile builder now supports the Writing Assistant and Coaching Advisor (see below). This was a big gap that is finally being closed. We had some customers who wanted to use both the Job profile builder and the Writing Assistant and Coaching Advisor. This required creating all of the content for the Coaching Advisor and Writing Assistant in the legacy competency library config screens and then switching on the Job Profile builder and hoping everything got converted OK. If there was a mistake somewhere or something you wanted to add to the Coaching Advisor or Writing assistant…well then there wasn’t a way to fix it without turning off the Job Profile builder. Now this gap is closed and a profile job profile builder compatible maintenance screen for the Writing Assistant and Coaching Advisor exists. Woohoo!

Writing Assistant

Talent Search

Another significant enhancement we’ve seen is to the talent search. Now at the top of the screen there’s a checkbox to toggle between AND/OR logic when searching for background information (see below). We are wondering how this compliments / replaces the “Make All Criteria Optional” button that already existed under the settings menu. You can also add up to 6 criteria within each background element. There’s also a new competency picker in the talent search. The export feature was also enhanced to allow you to reorder and choose which fields can be exported. More fields can also be exported now under Advanced Information and Ratings & Competencies.

Talent Search Showing New Check Box for Before and After

Calibration

Calibration sessions got a neat enhancement where you can now view comments from other calibration sessions so long as they use the same template (see below)! We can see this becoming very useful to organizations that manage multiple sessions across large organizations. This was also enhanced in the Odata API where a new object, “CaibrationSubjectComment”, is available so that these comments are exposed for interfacing.

Calibration Comments Between Sessions

In addition, you can also use autocomplete when searching for people in calibration. Also, if you are attempting to purge a user who happens to be the only facilitator for a session you can now replace the user with an active user and then continue with the purge.

Career Worksheets and Career Explorer

Within Career Worksheets and the Career explorer we’ve seen some nice usability improvements. For example, the ability to remove recommended roles in the career explorer. Users can now remove a recommendation if they no longer wish to see it. This is a nice feature that can help encourage employees to keep looking for other roles instead of just constantly throwing something irrelevant at them. Aside from this, the career worksheet also got a security enhancement where the worksheet is only viewable if the employee is in the user’s target population. The progress bar also swapped colors as shown below. The bars will also show up now for not applicable / too new to rate competencies (they were hidden before).

Before:

After:

But that’s not all!

Development templates and Continuous Performance Management also got another integration point. Now when a user

Matrix views (9-box) also got visual /usability updates. For example, you can now remove the “Too New to Rate” option. You can also view the people cards for employees even when you are zoomed out of their box. You can also select reporting levels in the Matrix Grid Report.

You can now also hide contingent workers in the Succession Org Chart. The “Add Successor” icon also appears now even when there is no successor exists.

Talent pool nominations can also now be approved or rejected. Nomination history for talent pools is also available via the Odata API and People Analytics Stories.

All in all, there’s over 25 items being changed/enhanced in this release and we didn’t cover every detail here. For more information, check out the What’s New Viewer here.

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

October 12, 2020