Worklogix Blog

Tag: 360 Reviews

  • Highlights of SAP Successfactors Performance Management for 2H 2025

    Learn what’s currently available for the latest Performance and Goal Management with the 2H 2025 SAP SuccessFactors Release.

    Preview release was on October 13 and production will be released November 14-16.

    For greater details, you can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

    For tips on how to manage a release, check out our blog here. 

    The SAP SuccessFactors 2H 2025 release focuses on enhancing the user experience and leveraging AI.  For your convenience, we’ve summarized the highlights of what’s new for the second half of 2025 release for Performance Management below.

    Performance Management

    Replacement of Legacy Performance Management Form Experience with Latest Experience

    The latest experience of Performance Management forms is replacing the legacy one, which will reach end of development on November 14, 2025 and will be deleted on November 20, 2026.

    The latest experience was automatically enabled in the Preview environment for customers using the latest Goal Management in the 1H 2025 release. This is not the case in the Production environment, the latest experience wasn’t enabled by default.

    The latest experience has the key features in the legacy version with an enhanced user experience, a more flexible layout, more business rule scenarios, and generative AI features if the AI user license is purchased.

    Enhancements to Latest Experience of Performance Management Forms

    Some of the new features now available:

    • EZ rater
    • Goal comments and learning activities available when printing form
    • Forms can be printed in custom layout
    • “Print” button available for form snapshot
    • Additional fields are available on side panel: unofficial rating, expected rating, rating gap
    • Goal status colors display in form (if configured)
    • Help text added for rating field for competency with behaviors
    • Warning message to appear if proxy user does not have access to missing form content
    • Read only forms will not show action buttons

    Mass Route Ungrouped Forms to a Specific Step

    Using the “Route Form” action, forms may be mass routed to a specific step when they are using the same template and route map. In the past, only a group of forms from the same launch could be mass routed, not forms across launches for the same template.

    Within the “Route Form” action, search for the forms by specifying the template or uploading form IDs. In the search results, select the forms you wish to move

    “Route Forms” action

    Once the forms are selected, they can be mass routed using the Move the form to a specific step option in the “Select An Action” step of the routing process.

    Move ungrouped forms to a specific step

    Enhanced AI-Assisted Writing in Performance Management

    With the purchase of the AI units license, the AI-assisted writing actions, Generate Comments and Improve My Feedback are now available for goals, as well as skills, competencies, and behaviors.

    When a goal is assigned a rating, users can access the two actions in the comment box for that goal, from the context menu of the AI-assisted writing tool.

    New Business Rules

    There are some new business rules that may be configured when using the latest experience for Performance Management:

    • Conditional Field Visibility, Editability, Required/Optional
      • Create business rules to set specific form fields to visible or hidden, editable or read-only, and required or optional, when certain conditions are met
      • Creating conditional rules provide flexibility to show form fields differently based on user input. For example, a manager giving a certain rating would require a comment
    • Add Review Steps upon Form Routing
      • Business rules may be configured to add steps to the Modify stage of the form based on meeting certain conditions. For example, a certain rating by a manager can trigger an additional step to add another reviewer to the process.
      • These steps are pre-configured in route maps and marked as Hidden Until Rule Execution. When the conditions defined in the rule are met, and the form with a hidden step is being routed forward, the rule is executed, making the step visible on the form.
      • All step types are supported
    New Business Rules

    Add link to People Profile Card View from Performance form

    Links can be configured to the latest People Profile cards in the form template when the full profile of the latest People Profile is enabled.

    In the Manage Templates admin tool, you can use the new configuration “[[CARDLINK|<cardId>|<displayName>]]” in the description section of a field to a add card link to a form template.

    Add card link to a section within the performance template

    This allows the ability to link to a card in the latest People Profile when working within an employee’s form where they can view and edit the profile.

    Link in form to card within People Profile

    Card links to add include: badges, tags, goals, performance history, nominations, calibration history, trend information.

    Access to Manage Templates to update, download and edit XML templates

    A great new feature allows templates to be downloaded, viewed, edited and added via “Manage Templates”. This removes the need to use Provisioning to update the form template XML.

    This permission is applicable to performance form templates, 360 form templates, goal plan templates, and development goal plan templates. You can download templates and view template revisions without any configurations.

    This does require an update to a role’s role-based permission to a upload new templates and update existing ones. Care should be given to users that will receive this access.

    Manage Templates Role Based Permission for Upload and Update XML Templates

    Once the role has permission to upload and update XML templates, the user can upload new templates, update existing templates, view historical XML and download the templates via Manage Templates.

    Upload and Update Templates in Manage Templates

    Goal Management

    Here are some of the highlights of updates for Goal Management.

    Purge Goals by Goal ID

    The admin tool, Data Retention Management, has been used for data purge requests. For goal management, it has been used to purge performance and development goals by selecting the goal plan template in the purge request. This meant the process purged goal data for a specific user’s goal plan, and not just purging a single goal on the plan.

    Create Purge Request

    Now there is greater flexibility in purging user performance and development goals. In the latest version, the “Purge method” lists two options for purging goals: Purge by goal plan template and the new Purge by goal ID.

    Purge by Goal ID or Goal Template

    To purge specific goals, use the “Purge by goal ID” purge method. You can download the sample CSV file to get the proper file columns.

    Purge by goal ID

    You will need to populate a CSV file with the goal ids. Goal IDs can be found by creating a goal management ad hoc report that lists the goal plan template goal name, goal owner and the goal ID.

    Sample Purge file by Goal ID

    Once the goals to be purged are identified, add the goal IDs to the CSV file and upload to the purge request.

    The existing method, to purge by goal plan template will purge all data associated with the template.

    Import Goals for Target Population

    Within a role based permission role, in the Administrator Permissions section>Manage Goals, there is now an option to specify a target population to import goals for.

    Import Goal by Target Population

    Previously, a role having permission to import goals would be able to import goals for any active users.

    Now if attempting to import goals for users outside their target population, there would be an error message in the goal import email notification.

    Minor Goal Management Enhancements

    There are some minor goal management enhancements in this release which streamline the goal management experience for users.

    • For the confirmation message and button label in the confirmation dialog for Edit Performance Goal, Create Performance Goal, Edit Team Goal, Create Team Goal, Edit Development Goal, and Create Development Goal pages. the confirmation dialog was “Are you sure you want to discard the changes?”, and the corresponding button label was “Keep Going”.
      • This has now changed to “If you’ve made any changes, they won’t be saved. Are you sure you want to discard them?” and the “Keep Going” label is changed to “Cancel”.
    Updated Cancellation Confirmation Message
    • On the Goals landing page, the warning messages for goal number and weight limits are now displayed as message strips. This highlights to users the defined limits of goal number and total goal weight.
    Goal Warning Messages
    • On the Goals landing page, the goal filter component no longer uses status colors
    Goal Status Without Colors
    • Assigning Team Goals – users can select all loaded goals during the goal selection step in the Assign Team Goal and Cascade Goal dialogs. The number of goals is now increased to 100 from 20, and the checkbox is renamed “Select All Loaded Goals”
    • Update to Sharing, Unsharing Team Goals – users with the Share Team Goals permission can now share and unshare team goals with anyone in the organization
    • A more user friendly error message displays when saving goal plan template, it shows the cause of the error and provides a solution
    Goal Plan Save Error
    • Consistency in use of “More”: on the Goals landing page and Manage Team Goals page, the button label “More” is changed to “Show More “
    “Show More” replaces “More”

    360 Reviews

    Here are some notable updates for 360 Reviews.

    Add Link to Detailed 360 Report in Email Notifications

    A link can be added to the Detailed 360 Report in the “360 Document Complete Notification” email template by using a new tag [[PM360_DETAILED_REPORT_URL]].

    When this tag is added to the 360 Document Complete Notification email template, users have immediate access to Detailed 360 Reports from their email.

    New Token for 360 Document Complete Notification

    How the tag is rendered depends on whether the option Enable HTML email notifications is selected in Company System and Logo Settings:

    • If selected, the tag appears as a clickable phrase: Detailed 360 Report for {subject user’s full name}.
    • If not selected, it’s resolved as a clickable URL, preceded by an introductory text: For an overview of raters’ feedback, view {URL}.

    New switch to hide Radar Charts on 360 Detailed Reports

    In the Advanced Settings for a 360 template in Manage Templates, there is a new option to hide radar charts on the Detailed 360 Report. The switch “Hide Radar Charts on Detailed 360 Report” is turned off by default.

    Advanced Settings – Option to Hide Radar Charts on Detailed 360 Report

    Minor 360 Review Enhancements

    There are new visual and functional enhancements in this release.

    • The spacing of Competency and Objective sections have been improved
    • When adding back deleted participants during the Evaluation stage, participant’s original category information is retained and pre-filled in the Add Participants dialog
    • The Suggestions for Improvement section in Assisted 360 Reviews Insights now includes links to generate development goals
    • Error messages now explain the issue and provide troubleshooting.when users open, send, save, or perform other actions on a form
    • Information about behaviors (names, descriptions, ratings) is now used as input for generating comments

    Multiple Review Reminders for Upcoming 360 Review Steps

    You can now schedule several reminder notifications to prompt participants before a 360 review step is due.

    In Manage Templates, in the Advanced Settings for a 360 template, there is a new option, “Series Due Notification Dates (days before due date)“. Using this option enables you to schedule multiple reminders when using step due notifications for the template.

    You may set a series of reminders before a step due date. Simply enter the number of days prior to the step due date to define how many days in advance reminders are sent. Separate each number of days with a comma.

    New Series Due Notification Dates

    Using this option overrides any settings for the existing option Default Due Notification Date (in days), which supports only a single reminder.

    To learn more, see the full set of documentation in the What’s New Viewer here.

    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.

  • Highlights of SAP SuccessFactors 360 Reviews for 2H 2024

    Learn what’s currently available for 360 Reviews with the 2H 2024 SAP SuccessFactors Release.

    For greater details, you can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

    For tips on how to manage a release, check out our blog here. 

    Enhancements to the latest My Forms Page for 360 Reviews

    There are some improvements for the user’s experience when using the latest My Forms page. The My Forms page has updates to form creation, form lists and filters which is also applicable to PM forms.

    Form Creation

    The Create Form button is now only visible for users that have permission to create at least one PM or 360 form.

    The template dropdown list of forms is now grouped by two categories: 360 Reviews and Performance Management. Each heading lists the number of forms available for the category.

    Create Form Template List

    Form Lists

    The number of forms is included in the forms list title.

    Number of Forms

    Filters

    There are a few changes to the filters available on the My Forms page.

    Limit Filter Visibility by Role

    The standard and custom filters that are seen can be limited based on the user’s role. By default all the filters are shown but can be role based permissions can limit their visibility. To do this , enable Use RBP to control visibility of filters on the latest My Forms page in Performance Management Feature Settings.

    Setting to Control Filters

    Then by role, grant User Permissions>Performance>Form Filters permission to show all or specific filters.

    Permission for Filters

    All or Reports Only filter

    This filter is only available for users with direct reports, matrix reports or HR reports.

    The Template filter is now dynamic

    Options for the Template filter are based on templates of forms in a folder.

    Reset button to clear filters

    The user can reset filters at any time.

    These new features are shown below.

    Filter Options

    Custom Learning in 360 Review Forms

    In conjunction with the latest Goal Management, custom learning activities can now be added, edited, or deleted on 360 Reviews forms.

    Add custom learning activity

    You must ensure that a development goal plan is linked to the form and the plan contains a learning activity template with custom learning activities.

    Enhanced AI-Assisted Writing in 360 Reviews

    There is a AI-assisted writing tool to help generate comments and improve feedback. Both use the context menu of the tool.

    To use this the following requirements must be met:

    • AI-Units license has been purchased
    • AI Services Administration  Assisted Writing with Text Analyzer has been enabled in Admin Center
    • Consent given for the AI Usage Acknowledgment Statement

    Improve My Feedback

    When comments are entered, feedback can be provided in a more concise manner and is related to a competency rating or skill. The user can go through multiple iterations of the updated feedback to find the comments with the best fit.

    Generate Comments

    When there are no comments entered for a competency or skill, six topics are dynamically generated. The user can select one of the topics and have detailed competency or skill related comments created.

    Improve My Feedback

    AI-Assisted Insights into Detailed 360 Reports

    An additional feature when using AI is related to the Detailed 360 reports. A new Overall Insights for 360 Report section has been created. Here you will find a Generate Insights button. The insights relate to the overall form feedback as well as comments for specific competencies or skills.

    Overall Insights

    The overall insights contain the following:

    • Employee Summary which provides a high-level overview of the employee’s performance
    • Key Points to identify strengths and weaknesses of the employee
    • Suggestions for Improvement
    Overall Insights

    Analysis of Skills or Competencies

    There is a View All Comments link which provides a summarized analysis for a skill or competency.

    Sections include:

    • Key Topics
    • Growth Area Suggestions
    • Summary of performance based on ratings and comments
    Skill or Competency Insight

    This view provides more detail about a specific skill or competency and provides guidance for areas of growth.

    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.

  • SAP SuccessFactors 1H 2023 What’s New in Performance Management

    SAP SuccessFactors 1H 2023 What’s New in Performance Management

    SAP has announced the latest updates and changes for SuccessFactors for the first half of 2023.

    Preview release is available on April 28 with the production release scheduled for June 2. You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

    For tips on how to manage a release, check out our blog here. 

    Latest Goal Management

    General Availability – Universal

    Latest Goal Management Now Generally Available

    The latest Goal Management is now generally available. It does require an upgrade which cannot be undone. It is best to familiarize yourself with the latest features available and limitations before doing the upgrade.

    Latest Goal Management

    Once enabled, the latest version is automatically applied to the modules that are integrated with Goal Management. This includes as Performance Management, 360 Reviews,Continuous Performance Management, Career Development and the latest home page.

    In prior releases, there were several limitations to the features available in the latest Goal Management. The 1H 2023 release addresses several these restrictions. We will review the most important updates.

    • Copy goals or create goals from a goal library.
    • Use milestones in goal plans
    • Use Advanced People Search to Assign or Cascade Goals using the latest Goal Management
    • View audit history for goals
    • Use legal scan
    • Dynamic Teams Integration with latest Goal Management
    • Latest Goal Management Updates for iOS and Android Mobile Apps

    Create Goals from a Goal Library using the latest Goal Management

    One of the best new features of the latest version of Goal Management is the ability to use goal libraries when creating goals. Previously, goals could only be created from scratch or copied from another goal plan.

    With proper permissions, when clicking the Create Goal button, the user can now select the “Create from Library” option.

    Create Goals from Goal Library

    A users can select up to 10 personal goals from a predefined goal library at once.

    Manage Milestones for Goals

    It is now possible to use milestones (sub-goals) on goal plans. Milestones can be used for personal and team goals.

    Milestones on Goal Plans

    Use Advanced People Search to Assign or Cascade Goals using the latest Goal Management

    When assigning a team goal or cascading a personal goal, the people search was limited to Name. Now an advanced people search is now available. The search now includes department, location, and division.

    Advanced Search to Cascade Goals

    View Audit History for Goals

    When read permission for goal fields is granted, users can now keep track of goal changes. Anytime a goal is created, copied, cascaded, assigned, modified, deleted, or replaced, an audit record is created.

    Audit Goal History

    Users will be able to see a list of any changes were made. This includes identify who made the changes, and when. A before/after comparison for modified or replaced goals will display previous values and the new values for changed fields.

    Details on Audit History

    Comments, activities, and learning activities changes are not captured in the Audit History.

    Use Legal Scan in the Latest Goal Management

    The Legal Scan feature is now available and allows users to check whether their inputs for text and textarea goal fields are in compliance with legal requirements. Comment field are not included.

    Dynamic Teams Integration with latest Goal Management

    A new major feature integrates Dynamic Teams with Goal Management. This allows team members to link the their dynamic team’s objectives to their performance goals. Dynamic Teams has to be configured and the Enable Linking to Performance Goals setting turned on.

    Team members identified as contributors to one key result (ORK) can link a dynamic team’s objective to personal goals.

    Contributors may

    • Use the “display more actions” menu to open the Link to Goals side panel, where you can see linked goals or add a new one.
    • Use the ‘ Link to goals’ icon to open the Link Goals dialog to select a goal plan and the goals you to link to the objective.

    A Linked OKRs section in the goal details has an option to View Details about the linked OKRs in a dialog.

    Linked OKRs in Goal Plan

    Additional requirements to use this feature include:

    • Being a member of a dynamic team that has defined its objectives and key results.
    • Being as a contributor to at least one of the key results for the objective you want to link.
    • Have permission to view the goal plan that includes the goal you want to link the objective to.

    Latest Goal Management Updates for iOS and Android Mobile Apps

    Many of the capabilities in the latest Goal Management had not been available for mobile users. The latest release address many of these limitations:

    • Create Goals from a Goal Library in iOS and Android Mobile Apps
    • Copy Goals from Goal Plans in iOS and Android Mobile Apps
    • Leave Comments on Goals in iOS and Android Mobile Apps
    • Manage Milestones for Goals in iOS and Android Mobile Apps

    Performance Management

    Updates to performance forms are minimal. We will look at a few of these.

    User Experience Enhancements to Performance Management Forms

    There have been enhancements to the user experience for PM forms which we will discuss.

    Goal Section Updates

    In the goal section some enhancements have been made:

    • Goal Details tab now appears first among all available tabs for a goal. Previously, the first tab was Achievements.
    • The Goal Name is now in bold font.
    Goals on performance form
    Page Anchoring

    Previously, when the PM form page refreshed, users were anchored to the top of the page. Now when users perform an action on the form page, they’re now anchored to the location where the action was performed.

    Toast Messages

    Toast Messages provide feedback to users about an action they have taken.

    For example, adding or deleting a goal, competency, or learning activity on the form page, a toast message will display confirming the action was performed.

    Toast Message

    Automatically Fix Document Transfer and Change Engine Issues Caused by RBP Refresh Failures

    The Document Transfer and Change Engine issues caused by a RBP refresh failures can now be fixed automatically on a daily basis.

    To enable the automatic fixing, select Automatically Fix Document Transfer and Change Engine Issues under Admin Center Performance Management Feature Settings.

    Continuous Performance Management

    General Availability – Universal

    Hide Prior Feedback from the New Manager That Was Requested or Given By the Former Manager

    A major update for Employee Central (EC-enabled) instances allows the admin to automatically hide feedback from former managers in Continuous Performance Management (CPM).

    Previously, when an employee inherits a new manager, or a manager provides feedback to the employee and leaves the company, the employee had the option to manually hide or delete that feedback from their new manager.

    The feature automates the process of hiding feedback given or requested by the prior manager when a manager transfer occurs. The admin will now have the option on the CPM configuration page to automatically hide prior feedback requested.

    CPM Configuration

    Visibility of Edit and Delete Actions for Continuous Performance Goal Cards Based on User Permissions

    Continuous Performance Management goal actions are aligned with Goal Plan action permissions for Goal Management. Employees now have more control over their Performance Goals by creating, editing, or deleting directly in Continuous Performance Management (CPM). When integrated with Goal Management, changes to Performance Goals by the CPM user are reflected in the user’s Goal Plan.

    The permissions for available actions on a goal in Continuous Performance Management experience respect Goal Plan configuration. In the previous version of CPM, users were shown both Edit and Delete options for goals. Now employees see actions for edit, delete or edit and delete for Goal cards based on their granted permissions.

    There are three different access views of the Goal card: Edit, Delete, Edit and Delete. With this release, the user is only shown the options that they have permissions to use. Previously, Goal cards shown in My Activities view of Continuous Performance allowed all users access to edit or delete actions for the goal.

    Now on the My Activities view with the employee’s permission to only edit goals, the Edit icon is what they will see on the Goal cards.

    Edit Goals

    When an employee’s permission only allows to delete a goal, the delete icon is the only action available on the Goal cards on the My Activities view.

    Delete Goals

    To modify an Activity linked to a Goal, select that Activity. This opens a new view with Activity Details. Separate Edit and Delete options are available for the selected Activity.

    Activity Link to Goal

    Use Continuous Feedback in the SAP SuccessFactors App in Microsoft Teams

    When SAP SuccessFactors and Microsoft 365 are integrated, a new feature enables allows Continuous Feedback of the latest Continuous Performance Management within Microsoft Teams.

    Within Teams, users can enter the SAP SuccessFactors app from the app bar or the compose message area of any chat and perform these tasks:

    • Request feedback: users can send a feedback request to others to ask for feedback on their performance at work
    • Give feedback: users who receive a feedback request can provide their feedback and send it back to the requester
    Continuous Feedback from Microsoft Teams

    Then find and select the person to collect feedback from. Fill in the questions to ask.

    Questions for Feedback Provider

    Receiver is then notified and can reply in the SF app.

    Replacement of Continuous Performance Management Legacy Version with the Continuous Performance Management Latest Version

    The legacy version of Continuous Performance Management (CPM) reached end of maintenance on May 20, 2022 and will be deleted as of May 24, 2024.

    The replacement is the latest version of CPM is currently available in the Upgrade Center. If no action is taken, your company will be automatically upgraded to the latest version after the deletion date.General Availability – Admin Opt-Ins

    Calibration

    General Availability – Universal

    New Filter Options in Calibration Session

    There are now six more filter options to narrow down employees to be displayed in a calibration session.

    The new filter options are:

    • Discussed
    • Country
    • New to Position
    • Future Leader
    • Key Position,
    • Matrix Managed
    Additional Filters for Calibration Session Employee Search

    Discussed is predefined as a default filter. To use the other five filters, enable in Filter Fields from Admin Center >Manage Calibration Settings>Search and Filter Fields.

    Calculated Performance Management Ratings Available in List View

    You can now view calculated ratings of employees for all performance rating elements in the List view of a calibration session.

    By enabling the new admin option Show Calculated Rating from Performance Management in List View at Admin Center >Manage Calibration Templates>Views>List View, calculated ratings of employees can be shown in the List view.

    When manual rating for performance elements are enabled, calculated ratings display in the same column as manual ratings. Previously, only manual ratings were shown for the rating element.

    When calculated rating for performance elements is enabled, calculated ratings display in the same column as rating labels. Previously, calculated ratings were shown as rating labels defined in rating scales.

    Calculated Ratings in Calibration List View

    Improved Format of E-mail Notifications Regarding Calibration Rating Changes

    Next is a minor update generally available. Columns are left-aligned in e-mail notifications about rating changes in finalized calibration sessions. This update is easier to read. Previously the header and data were not aligned.

    Updated Calibration Rating Changes Email

    Calibration Configuration Available in Configuration Center

    You can now view, download, and transport parts of Calibration configurations using Configuration Center.

    Configuration Center

    360 Reviews

    There are very minor 360 Review updates. Highlights are described below.

    Participants are now loaded on demand in the Evaluation Summary section of 360 Reviews forms.

    Previously when a 360 form was opened, all participants were all loaded at once. In rare cases where a form had a great number of participants, there was potential to cause performance issues.

    With the latest release, if a form has fewer than 100 participants, all the participants are loaded when the form is opened. If the form has more than 100 participants, the first 100 are loaded but users can scroll down to the bottom of the list to trigger further loading.

    Deprecation of 360 Reviews v11 Version

    The 360 Reviews v11 version will reach the end of maintenance on May 19, 2023 and will be deleted on November 17, 2023.

    If you’re using 360 Reviews v11 Version, you should migrate to 360 Reviews – SAP Fiori Version.

    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.

  • SAP SuccessFactors 1H 2023 Minor Visual Enhancements in Performance Management & Career Development

    SAP SuccessFactors 1H 2023 Minor Visual Enhancements in Performance Management & Career Development

    SAP has announced the latest updates and changes for SuccessFactors for the first half of 2023.

    Preview release is on April 28 with production release on June 2. You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

    For tips on how to manage a release, check out our blog here. 

    For your convenience, we’ve summarized the highlights of 1H 2023 minor visual enhancements for Performance Management and Career Development.

    Visual Enhancements

    There were several minor visual enhancements in this release. The visual enhancements for this release provide a more user friendly and consistent experience.

    There are four types of changes:

    1. Text changes (labels, error messages, or roll-over texts)
    2. Iconography (new or changed icons)
    3. Interaction pattern (new position of interaction, new order of list, new or changed buttons)
    4. Styling (layout, spacing, or other design changes)

    We will review some of the more notable visual enhancements for Performance Management, 360 Reviews, Continuous Performance Management, Calibration and Mentoring.

    Performance Management

    Search for users to send completed form to

    • Each set of filters is now below its category name
    • The Search Users button is below all the filters
    Search Users

    Create New Form from Performance Inbox

    When launching a performance form from a user’s inbox, the date fields are now indented and right aligned.

    Form Launch

    Form Inbox Tooltips

    In the Performance inbox, the tooltip for the icon in the Employee column is “View more information about <employee name>”,

    Employee Info Tooltip

    The tooltip for the icon in the Action column is “Add <form title> to Outlook”.

    ActionTooltip

    Cancel button placement updated

    The button to cancel an action has been moved to the right.

    This change applies to almost all user interfaces in Performance Management, including: Add Objectives from Objective Plans dialog, Send to Next Step page, Ask for Feedback dialog, Stack Ranker page, Comment dialog, Legal Scan dialog, and Print Setup dialog.

    Here are some examples.

    Adding objectives tot a PM form.

    Return to Form button placement

    Ask for Feedback dialog

    Ask for Feedback Cancel button placement

    Stack Ranker

    Stack Ranker Cancel button placement

    Goal in the goal section or Competency in the competency section

    • The first column header is Goal in the goal section or Competency in the competency section of a performance form. Previously Expand All and Collapse All were inthe first column table header
    • The Expand All and Collapse All options now appear in the top-left corner above the table
    Goal section layout

    360 Reviews

    Cancel button placement updated for 360 Reviews

    The Cancel button has been moved to the right for 360 Reviews.

    Changes include opened 360 Reviews form, Goal Weights dialog, Add Participants dialog, Send Back dialog, Find Employee dialog, and Add Competencies dialog.

    Here are some examples.

    Canceling an opened 360 Reviews form

    Cancel button placement on 360 Review

    Canceling a participant search

    Cancel confirmation to next step

    Cancel button on Confirmation

    Continuous Performance Management

    The icon for the Request Feedback on the latest home page has two intersecting talk balloons.

    Request Feedback Quick Action

    Previously the icon had talk balloons that included a question mark and an exclamation mark.

    Achievements on Mobile Device

    On the Android app, the Visible to my manager switch and the Mark as Achievement switch have wider tracks, and new color mappings.

    Achievements on Android

    Career Development – Mentoring

    Successful Enrollment Message

    When users sign up for an open enrollment or unsupervised program as a mentee there is a “success” message. The message has been enhanced to now include a reminder for the user that they can contact preferred mentors directly if they don’t hear from the mentors for an extended period of time.

    Mentoring Enrollment Message

    Mentor Participation Approval Request

    The Mentor Participation Approval Requests have been updated.

    The Approve and Decline buttons are now closer to the message text. The buttons used to be at the bottom of the page.

    Mentor Participation Request

    Confirmation for Joining Mentoring Program

    When signing up for a mentoring program and a user decides to Save for Later, there is now a confirmation message pop up for them to confirm if they want to save the draft for joining the program for later.

    Join Mentor Program Confirmation

    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.

  • SAP SuccessFactors 1H 2023 What’s New in Career Development

    SAP SuccessFactors 1H 2023 What’s New in Career Development

    SAP has announced the latest updates and changes for SuccessFactors for the first half of 2023.

    Preview release is on April 28 with the production release is scheduled for June 2. You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

    For tips on how to manage a release, check out our blog here. 

    For your convenience, we’ve summarized the highlights of what’s new for 1H 2023 Career Development below.

    Career Development

    There are a few universal updates for Career Development that are reviewed below.

    Career Worksheet – General Availability

    Career Development Configurations Available in Configuration Center

    You can now view, download, and transport Career Development configurations using Configuration Center.

    Configuration Center

    New Action Available in Action Search

    On a career worksheet, View my current role in Career Worksheet action is now available for use in the global search box. Users can enter the exact text of the action or select from suggested actions to navigate to the Career Worksheet page.

    Current Role Action

    The new action takes users directly to a selected page and eliminates multiple steps to get there.

    Career Worksheet Data in Story Reports Now Limited to Target Population

    The Career Worksheet data that users can view in Story reports, including current and target roles, is now limited to their target population.

    Changed Permission for Users to Show Target Roles in People Profile

    Now a user only needs View permission (User Permissions>Employee Data>Preferred Next Move) in order to select the Make public in Live Profile checkbox in Career Worksheet to show target roles in People Profile.

    Previously, View and Edit permissions were required. Now a user can select the option to show a role in Career Worksheet. The role then appears in the Career Goals block in People Profile.

    Link to Career Goal Block

    Mentoring – General Availability – Universal

    Approvals for Mentoring Requests on the Latest Home Page

    In an open enrollment or unsupervised mentoring program, Mentors can now accept or decline the mentoring requests sent by mentees in the Approvals section on the latest home page.

    Accept or Decline Mentoring Requests

    View More Recommended Mentors

    When a user signs up for a mentoring program as a mentee, they can now view up to 100 recommended mentors. Previously, only 10 mentors were recommended.

    While signing up and choosing Show Recommended Mentors, now there will be two rows of recommended mentor cards with the View More link below the cards.

    Recommended Mentors

    Customize Mentoring Email Notifications

    For any customized program type created with text replacement for a Mentoring programs, email notifications for a specific program type may be customized in Email Notification Templates Settings as well.

    Customize Mentoring Emails

    Approvals for Mentoring Requests on the Latest Home Page in iOS and Android Mobile Apps

    SAP SuccessFactors Mobile users can now search for mentors from a recommended mentoring program they haven’t joined in Opportunity Marketplace. Previously, they had to join the program first.

    When a user wants to invite someone they found to be their mentor, choose Submit Request on the Mentor or Bookmarks page. They will be prompted with a message guiding them to join the program first.

    Mobile Message when Joining

    After joining the program, users can submit a mentoring request to their preferred mentor directly on the page.

    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.

  • SAP SuccessFactors 2H 2022 What’s New in Performance Management

    SAP SuccessFactors 2H 2022 What’s New in Performance Management

    SAP has announced the latest updates and changes for SuccessFactors for the second half of 2022.

    Preview release was on October 28 and production will be released December 9. You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

    For tips on how to manage a release, check out our blog here. 

    Highlights are identified by module and the type of change.

    Universal- for modules enabled, universal means no steps are required to have access to the new functionality. These features are automatically made available.

    Admin Opt-In – the admin must enable the new feature, usually in Admin Tools

    Admin Opt-Out – the admin must disable the new feature, usually in Admin Tools

    Provisioning Opt-In and Opt-Out require a Partner or Product Support request
    For your convenience, we’ve summarized the highlights of what’s new for 2H 2022 Performance Management below.

    Latest Goal Management

    The updates are for the latest Goal Management are admin opt-ins. The new features are described below. These features are also now available in iOS and Android mobile apps.

    General Availability – Admin Opt-Ins

    Copy Goals from Goal Plans using the latest Goal Management

    Users can now copy personal goals from their own goal plans as a new option to create goals.

    Requirements to use this feature include:

    • The TGM/CDP Goal Transfer Wizard feature is enabled
    • The create permission is granted in XML configurations
    • The write permission for goal fields is granted

    Leave Comments on Goals when using the latest Goal Management

    Users can now add, edit, or delete comments on their own goals or those of their direct reports. In legacy Goal Management, comments are shown in the goal list or on the goal editing page.

    Copy form Goal Plan

    In the latest Goal Management, the updated comment feature is supported and comments are shown on the goal details page.

    Comments Section on Goal Details

    Comments can also be managed in Performance Management forms, 360 Reviews forms, and Career Development.

    Team Goals Now Available when using the latest Goal Management

    Users can now create, manage, and be assigned team goals in the latest Goal Management.

    Users may:

    • Create, edit, or delete team goals
    • Access team goals from their own goal plan
    • Assign/unassign team goals to people from their team or people found via search
    • Share/unshare team goal ownership with others
    • If configured, users can manage team goals assigned to them in Continuous Performance Management.
    Team Goal Landing Page

    Users can also manage team goals assigned to them in Performance Management forms, 360 Reviews forms, and Continuous Performance Management.

    Group Goals are no longer supported.

    These new features are available in iOS and Android Mobile Apps as well.

    Performance Management

    The majority of the performance management updates involve Multi-Rater 360 forms and Calibration. However there are a few goal and performance related updates that we will begin with.

    General Availability – Universal Updates

    SMART Goal Wizard not available when using the latest Goal Management

    It will not be possible to use the SMART Goal Wizard when adding a goal to a performance form. This feature currently is not supported. Even if you enable the SMART Goal Wizard setting in Form Template Settings this option will not appear when adding a goal.

    Enhanced OData Entities for Querying Development Goal Sections on Forms

    You can now use APIs to query development goal sections and goal items on Performance Management forms. The FormContent, FormPMReviewContentDetail, FormObjective, FormObjectiveDetails, and FormObjectiveSection APIs. Previously these APIs were used to query performance goal sections and goal items only

    General Availability – Admin Opt-In

    Confirmation prior to Sending Forms

    When users send a form, a message popup appears and allows them to confirm the action.

    In the advanced settings for the template, there will be a new option to enable the new experience as seen below.

    New Setting Available

    A pop-up will appear for a user that is sending a form back or forward a step to allows the user to confirm the action. It is also applicable when signing a form, rejecting form or sending a copy of a completed form.

    In the route map on the form, clicking Actions in the current step, will display a dropdown list.

    Actions on Route Step

    Selecting the action will cause a pop-up to display.

    Confirmation Pop-up

    Continuous Performance Management

    General Availability – Universal

    Updated Character Count for Continuous Feedback Topic Field

    In the previous version, when users chose the “send” button on a form, a confirmation page appeared.

    The character count for the Continuous Feedback topic field to 200 characters.

    Replacement of Continuous Performance Management Legacy Version with the Continuous Performance Management Latest Version

    The legacy version of Continuous Performance Management (CPM) will reach End of Maintenance on May 20, 2022 and will be retired as of May 24, 2024. The replacement is the latest version of CPM, initially released in 2H 2020, that is currently available in the Upgrade Center. If no action is taken, your company will be automatically upgraded to the latest version after the retirement date.

    General Availability – Admin Opt-Ins

    New Quick Action to Give Feedback on the Latest Home Page

    Employees can now choose to Give Feedback from the Quick Actions section on the latest home page.When the Give Feedback is selected, the user can search and select one person, input a topic, and provide feedback to the other user.

    Give Feedback from Quick Actions

    Once selected, the user may select the person, feedback topic, and questions.

    Selections for Feedback

    OData v4 API Continuous Feedback for the Latest Version of Continuous Performance Management

    You can now use the Continuous Feedback OData v4 API with the latest version of Continuous Performance Management.

    The OData v4 API for Continuous Feedback has been added to support third-party integrations and extensions for the latest version of Continuous Performance Management (CPM).

    Calibration

    General Availability – Universal

    Remove Subjects from Calibration Sessions

    There is a new admin tool, Remove Subjects from Calibration Sessions, used to search for the sessions where an employee has been included as a calibration subject.

    When the employee is included in many sessions, you narrow down the search results by selecting a calibration template name. Then, only the sessions created with the specified template are listed.

    Remove Subjects from Calibration Sessions

    General Availability – Admin Opt-In

    More Gender Values in Calibration Views

    Male and Female were supported for visualization in Calibration Views. Now there are the other three standard values: Unknown, Undeclared, and Others.

    The gender icon is displayed next to the employee’s name. When the gender of an employee hasn’t been specified in the system yet, it will be indicated as No Selection.

    Gender Icons

    The gender bars in the matrix grid view are now rendered in different colors:

    • Male: Violet
    • Female: Green
    • Undeclared: Blue
    • Unknown: Dark Blue
    • Others: Red
    • No Selection: Grey
    Matrix Grid View

    Enhancement to Guidelines Enforcement During Mass Finalization

    There are more guidelines enforcement scenarios that are supported when you finalize multiple sessions at one time.

    • More than one rating is included in a guideline defined with a rating group
    • An operator other than “=” is configured in a guideline defined with a rating range
    • Not all ratings have a guideline

    No longer are guidelines enforced only when finalizing an individual calibration session. With the latest release, multiple sessions can be finalized as long the distribution of subjects doesn’t meet one of the above-mentioned definitions. Distributions would need to be adjusted in order to finalize all of the sessions.

    Previously, these guidelines were enforced only when you finalized individual sessions.

    360 Reviews

    There are several updates for 360 Reviews. Highlights are described below.

    General Availability – Universal

    Hide Route Map on 360 Reviews Forms

    Similar to PM forms, a route map may be collapsed on the form.

    This is done through the advanced settings of the 360 Review template by selecting “Hide Route Map on the Form”. Once enabled, when viewing the form, clicking on Hide Route Map will hide the route map from view on the form.

    Visible Route Map

    Clicking on Hide Route Map will collapse the route map from view on the form.

    Click Show Route Map

    Hidden Route Map

    Required Fields Marked on 360 Reviews Forms

    Fields defined as required are now identified with red asterisks on forms in the Evaluation stage. This now matches how required fields display in PM forms.

    Updated Messages for Users Approving or Routing Forms Using Unsupported Tools

    In the Approve Form or Route Signature Stage Form tool, once users enter document IDs and chose the buttons to approve or route forms, they weren’t informed that these tools don’t work for 360 Reviews forms.

    Now if a user tries to approve or route 360 Reviews forms using unsupported tools in Admin Center, a message will display reminding them that these tools aren’t supported and are shown the correct tool to use.

    Messaging when Routing using Unsupported Tools

    “competency-filter” Attribute Supported in 360 Reviews Forms

    The competency-filter attribute can be used to control what competencies users from different participant categories can view and rate on 360 Reviews.

    Within the meta-cat element in the meta section of the form XML, define different participant categories in order to:

    After the form is launched, in the Show Assignments dialog, participants belonging to the categories allowed to rate a competency are automatically selected for that competency. However, users can still select any competencies for a participant that weren’t initially included in the competency-filter defined for the participant’s category.

    If a participant’s category is changed in the Modify stage, the participant’s competency assignment will be automatically updated to comply with the new category’s competency-filter.

    If a participant is added in the Evaluation stage, the participant’s competency assignment will follow the competency-filter defined for the participant’s category.

    If a competency is added to the form, filters including or not including this competency will apply to related competency assignments.

    Disable Page Setup When Printing 360 Reviews Forms

    It is now possible to prevent a user from specifying to print the Summary View or 360 Executive Review form. Instead the form will be printed in its entirety.

    In Form Template Settings there is a new option – Disable Page Setup. When enabled, users aren’t allowed to specify the sections to print and the entire form will print.

    Print Setup without Section Option

    Show Behaviors in Summary Section by Enabling Rate-by-Behavior

    When behaviors are associated with competencies, it is now possible to show behavior names and ratings in the Summary section.

    To enable rate-by-behavior, set use-behavior to true and behavior-mode-opt to 0. In the Summary section, add the show-behaviors-in-summary element.

    Purge Data of External Users in 360 Reviews

    There is a new purge request, DRTM 360 Reviews – External User Purge used to delete data of external users no longer needed in 360 Reviews forms.

    The External User Purge for 360 Reviews can be defined by the following purge rules.

    • A specified number of days have passed since the user declined a form
    • A specified number of days have passed since the user submitted a form
    • A specified number of days have passed and the user hasn’t responded to a form
    • A specified number of days have passed since the user who has never been involved in any form was added to the system

    To successfully purge a user’s data who has multiple 360 Reviews forms, each form must satisfy one of the first three criteria.

    360 Reviews External User Purge Request

    Deprecation of 360 Reviews v11 Version

    The 360 Reviews v11 version will reach the end of maintenance on May 19, 2023 and will be deleted on November 17, 2023.

    360 Reviews v11 Version is being depreciated because 360 Reviews – SAP Fiori Version is generally available and includes the majority of features and functions that were available in 360 Reviews v11. In addition the SAP Fiori version has an enhanced user experience and updated visualizations.

    If you’re using 360 Reviews v11 Version, please migrate to 360 Reviews – SAP Fiori Version.

    Career Development

    There are a few universal updates for Career Development that are reviewed below.

    Career Worksheet – General Availability – Universal

    Enhanced Competency Gap Graph in Career Worksheet

    Previously, the gap graph was shown only when a competency had both a last rating and expected rating. With the latest release, if a competency has either a last rating or expected rating, a horizontal bar graph for ratings is shown below the competency.

    In the example below, the competency has an expected rating shown in blue with no last rating.

    Gap Graph

    In the previous version, no horizontal bar graph was available if both ratings were not available.

    Career Worksheet – General Availability – Admin Opt-Ins

    Career Explorer Now Generally Available

    Previously, Career Explorer was only available for customers in an Early Adopter Care (EAC) program. It is now generally available.

    Career Explorer recommends career opportunities to employees based on the career paths of people who are similar to them in the organization. It provides a means for employees to find relevant opportunities in their organization outside their hierarchy, career moves of people who are similar and paths that they may not have considered.

    For a recommended role, an employee can expand the card to see a career path in a lineage chart and view job profiles and recommendation reasons. The role may be added to Career Worksheet to do gap analysis for personal skills, or dislike the role to further personalize subsequent recommendations.

    Recommended roles are refreshed every two weeks or when there are enough delta changes to the data. This allows employees to visit the Career Explorer page regularly to explore new recommendations.

    Career Explorer Page

    Mentoring – General Availability – Universal

    Country/Region Picklist Available for Mentoring Matching Questions

    A “Country/Region” picklist is now available in the question category to use for automatic matching. Matching rules can be created to allow mentees to define their preferred country/region when signing up for a program, and mentors’ country/region information is pulled from their profile data.

    Country/Region Picklist for Mentoring

    Mentoring Program Available in Cross Domain Table Reports

    Mentoring Program is now available as a domain in Cross Domain reports in Table reports. This can be used with Performance Management, Goal Management and Employee Profile domains to gather mentoring program related data.

    In Conclusion

    We have now covered the highlights of the PM related updates for 2H 2022.

    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.