For your convenience, we’ve summarized the highlights of what’s new for 2H 2022 Succession and Career Development below.
Succession
On the Succession side of the house, the Succession Org Chart and position tiles received a functional enhancement to now be able to show the Job Title, Job Level, and Department in the header of the position tile. The options to turn these on is in the Org Chart Configuration screen in admin tools.
Enhancements to Calibration
There have been multiple enhancements to calibration sessions that impact Performance as well as Succession and Development. Specifically, you can now remove subjects from all calibration sessions where before you could only remove from inactive or setup statuses.
Additionally, there’s been enhancements to the enforcement of distribution guidelines so that more guidelines enforcement scenarios are supported when more than one session is finalized at a time. Specifically, you can now include more than one rating in the guideline, you can use operators other than “=”, and not all ratings may have a guideline. Before, these were only supported when you finalized sessions individually.
Reporting
Multiple new options are available in reporting on the Succession and development modules as well. The Career Worksheet is now available in Story Reports.
Mentoring data is also available now for Story Reports and Cross Domain Table Reports. This can be helpful for example if you wanted to cross domains of employee profile with mentoring to see which departments have mentors and mentees and which do not.
Career Development
SAP continues to catch up the old features of the old development module with the new look and feel.
Development Goals
For example, you can now copy goals from an old plan again. The comments feature is also now available in the latest goal management on the goal details page. In addition to Development Goals, this feature is also available for performance and 360 forms. To use this, you must add the comments field in the XML.
Career Worksheet and Career Explorer
The Career Worksheet now visually shows the gaps between target and actual competency levels for a role.
The career explorer is also generally available now with AI powered recommendations. It provides a hierarchy career path that allows for recommendations the employee may not have thought of pursuing based on career moves of people similar to them and/or roles from outside their hierarchy. The feature can also be a data source for the new opportunity marketplace.
You can also see why the system made such recommendations:
Mentoring
You can now add Country/Region as a matching category criteria for mentors and mentees. This option comes available so long as you have the country/region standard field setup in your data model.
Wrap Up
We have now covered the highlights of the Succession and Career Development related updates for 2H 2022.
Highlights are identified by module and the type of change.
Universal- for modules enabled, universal means no steps are required to have access to the new functionality. These features are automatically made available.
Admin Opt-In – the admin must enable the new feature, usually in Admin Tools
Admin Opt-Out – the admin must disable the new feature, usually in Admin Tools
Provisioning Opt-In and Opt-Out require a Partner or Product Support request For your convenience, we’ve summarized the highlights of what’s new for 2H 2022 Performance Management below.
Latest Goal Management
The updates are for the latest Goal Management are admin opt-ins. The new features are described below. These features are also now available in iOS and Android mobile apps.
General Availability – Admin Opt-Ins
Copy Goals from Goal Plans using the latest Goal Management
Users can now copy personal goals from their own goal plans as a new option to create goals.
Requirements to use this feature include:
The TGM/CDP Goal Transfer Wizard feature is enabled
The create permission is granted in XML configurations
The write permission for goal fields is granted
Leave Comments on Goals when using the latest Goal Management
Users can now add, edit, or delete comments on their own goals or those of their direct reports. In legacy Goal Management, comments are shown in the goal list or on the goal editing page.
Copy form Goal Plan
In the latest Goal Management, the updated comment feature is supported and comments are shown on the goal details page.
Comments Section on Goal Details
Comments can also be managed in Performance Management forms, 360 Reviews forms, and Career Development.
Team Goals Now Available when using the latest Goal Management
Users can now create, manage, and be assigned team goals in the latest Goal Management.
Users may:
Create, edit, or delete team goals
Access team goals from their own goal plan
Assign/unassign team goals to people from their team or people found via search
Share/unshare team goal ownership with others
If configured, users can manage team goals assigned to them in Continuous Performance Management.
Team Goal Landing Page
Users can also manage team goals assigned to them in Performance Management forms, 360 Reviews forms, and Continuous Performance Management.
Group Goals are no longer supported.
These new features are available in iOS and Android Mobile Apps as well.
Performance Management
The majority of the performance management updates involve Multi-Rater 360 forms and Calibration. However there are a few goal and performance related updates that we will begin with.
General Availability – Universal Updates
SMART Goal Wizard not available when using the latest Goal Management
It will not be possible to use the SMART Goal Wizard when adding a goal to a performance form. This feature currently is not supported. Even if you enable the SMART Goal Wizard setting in Form Template Settings this option will not appear when adding a goal.
Enhanced OData Entities for Querying Development Goal Sections on Forms
You can now use APIs to query development goal sections and goal items on Performance Management forms. The FormContent, FormPMReviewContentDetail, FormObjective, FormObjectiveDetails, and FormObjectiveSection APIs. Previously these APIs were used to query performance goal sections and goal items only
General Availability – Admin Opt-In
Confirmation prior to Sending Forms
When users send a form, a message popup appears and allows them to confirm the action.
In the advanced settings for the template, there will be a new option to enable the new experience as seen below.
New Setting Available
A pop-up will appear for a user that is sending a form back or forward a step to allows the user to confirm the action. It is also applicable when signing a form, rejecting form or sending a copy of a completed form.
In the route map on the form, clicking Actions in the current step, will display a dropdown list.
Actions on Route Step
Selecting the action will cause a pop-up to display.
Confirmation Pop-up
Continuous Performance Management
General Availability – Universal
Updated Character Count for Continuous Feedback Topic Field
In the previous version, when users chose the “send” button on a form, a confirmation page appeared.
The character count for the Continuous Feedback topic field to 200 characters.
Replacement of Continuous Performance Management Legacy Version with the Continuous Performance Management Latest Version
The legacy version of Continuous Performance Management (CPM) will reach End of Maintenance on May 20, 2022 and will be retired as of May 24, 2024. The replacement is the latest version of CPM, initially released in 2H 2020, that is currently available in the Upgrade Center. If no action is taken, your company will be automatically upgraded to the latest version after the retirement date.
General Availability – Admin Opt-Ins
New Quick Action to Give Feedback on the Latest Home Page
Employees can now choose to Give Feedback from the Quick Actions section on the latest home page.When the Give Feedback is selected, the user can search and select one person, input a topic, and provide feedback to the other user.
Give Feedback from Quick Actions
Once selected, the user may select the person, feedback topic, and questions.
Selections for Feedback
OData v4 API Continuous Feedback for the Latest Version of Continuous Performance Management
You can now use the Continuous Feedback OData v4 API with the latest version of Continuous Performance Management.
The OData v4 API for Continuous Feedback has been added to support third-party integrations and extensions for the latest version of Continuous Performance Management (CPM).
Calibration
General Availability – Universal
Remove Subjects from Calibration Sessions
There is a new admin tool, Remove Subjects from Calibration Sessions, used to search for the sessions where an employee has been included as a calibration subject.
When the employee is included in many sessions, you narrow down the search results by selecting a calibration template name. Then, only the sessions created with the specified template are listed.
Remove Subjects from Calibration Sessions
General Availability – Admin Opt-In
More Gender Values in Calibration Views
Male and Female were supported for visualization in Calibration Views. Now there are the other three standard values: Unknown, Undeclared, and Others.
The gender icon is displayed next to the employee’s name. When the gender of an employee hasn’t been specified in the system yet, it will be indicated as No Selection.
Gender Icons
The gender bars in the matrix grid view are now rendered in different colors:
Male: Violet
Female: Green
Undeclared: Blue
Unknown: Dark Blue
Others: Red
No Selection: Grey
Matrix Grid View
Enhancement to Guidelines Enforcement During Mass Finalization
There are more guidelines enforcement scenarios that are supported when you finalize multiple sessions at one time.
More than one rating is included in a guideline defined with a rating group
An operator other than “=” is configured in a guideline defined with a rating range
Not all ratings have a guideline
No longer are guidelines enforced only when finalizing an individual calibration session. With the latest release, multiple sessions can be finalized as long the distribution of subjects doesn’t meet one of the above-mentioned definitions. Distributions would need to be adjusted in order to finalize all of the sessions.
Previously, these guidelines were enforced only when you finalized individual sessions.
360 Reviews
There are several updates for 360 Reviews. Highlights are described below.
General Availability – Universal
Hide Route Map on 360 Reviews Forms
Similar to PM forms, a route map may be collapsed on the form.
This is done through the advanced settings of the 360 Review template by selecting “Hide Route Map on the Form”. Once enabled, when viewing the form, clicking on Hide Route Map will hide the route map from view on the form.
Visible Route Map
Clicking on Hide Route Map will collapse the route map from view on the form.
Click Show Route Map
Hidden Route Map
Required Fields Marked on 360 Reviews Forms
Fields defined as required are now identified with red asterisks on forms in the Evaluation stage. This now matches how required fields display in PM forms.
Updated Messages for Users Approving or Routing Forms Using Unsupported Tools
In the Approve Form or Route Signature Stage Form tool, once users enter document IDs and chose the buttons to approve or route forms, they weren’t informed that these tools don’t work for 360 Reviews forms.
Now if a user tries to approve or route 360 Reviews forms using unsupported tools in Admin Center, a message will display reminding them that these tools aren’t supported and are shown the correct tool to use.
Messaging when Routing using Unsupported Tools
“competency-filter” Attribute Supported in 360 Reviews Forms
The competency-filter attribute can be used to control what competencies users from different participant categories can view and rate on 360 Reviews.
Within the meta-cat element in the meta section of the form XML, define different participant categories in order to:
After the form is launched, in the Show Assignments dialog, participants belonging to the categories allowed to rate a competency are automatically selected for that competency. However, users can still select any competencies for a participant that weren’t initially included in the competency-filter defined for the participant’s category.
If a participant’s category is changed in the Modify stage, the participant’s competency assignment will be automatically updated to comply with the new category’s competency-filter.
If a participant is added in the Evaluation stage, the participant’s competency assignment will follow the competency-filter defined for the participant’s category.
If a competency is added to the form, filters including or not including this competency will apply to related competency assignments.
Disable Page Setup When Printing 360 Reviews Forms
It is now possible to prevent a user from specifying to print the Summary View or 360 Executive Review form. Instead the form will be printed in its entirety.
In Form Template Settings there is a new option – Disable Page Setup. When enabled, users aren’t allowed to specify the sections to print and the entire form will print.
Print Setup without Section Option
Show Behaviors in Summary Section by Enabling Rate-by-Behavior
When behaviors are associated with competencies, it is now possible to show behavior names and ratings in the Summary section.
To enable rate-by-behavior, set use-behavior to true and behavior-mode-opt to 0. In the Summary section, add the show-behaviors-in-summary element.
Purge Data of External Users in 360 Reviews
There is a new purge request, DRTM 360 Reviews – External User Purge used to delete data of external users no longer needed in 360 Reviews forms.
The External User Purge for 360 Reviews can be defined by the following purge rules.
A specified number of days have passed since the user declined a form
A specified number of days have passed since the user submitted a form
A specified number of days have passed and the user hasn’t responded to a form
A specified number of days have passed since the user who has never been involved in any form was added to the system
To successfully purge a user’s data who has multiple 360 Reviews forms, each form must satisfy one of the first three criteria.
360 Reviews External User Purge Request
Deprecation of 360 Reviews v11 Version
The 360 Reviews v11 version will reach the end of maintenance on May 19, 2023 and will be deleted on November 17, 2023.
360 Reviews v11 Version is being depreciated because 360 Reviews – SAP Fiori Version is generally available and includes the majority of features and functions that were available in 360 Reviews v11. In addition the SAP Fiori version has an enhanced user experience and updated visualizations.
If you’re using 360 Reviews v11 Version, please migrate to 360 Reviews – SAP Fiori Version.
Career Development
There are a few universal updates for Career Development that are reviewed below.
Career Worksheet – General Availability – Universal
Enhanced Competency Gap Graph in Career Worksheet
Previously, the gap graph was shown only when a competency had both a last rating and expected rating. With the latest release, if a competency has either a last rating or expected rating, a horizontal bar graph for ratings is shown below the competency.
In the example below, the competency has an expected rating shown in blue with no last rating.
Gap Graph
In the previous version, no horizontal bar graph was available if both ratings were not available.
Career Worksheet – General Availability – Admin Opt-Ins
Career Explorer Now Generally Available
Previously, Career Explorer was only available for customers in an Early Adopter Care (EAC) program. It is now generally available.
Career Explorer recommends career opportunities to employees based on the career paths of people who are similar to them in the organization. It provides a means for employees to find relevant opportunities in their organization outside their hierarchy, career moves of people who are similar and paths that they may not have considered.
For a recommended role, an employee can expand the card to see a career path in a lineage chart and view job profiles and recommendation reasons. The role may be added to Career Worksheet to do gap analysis for personal skills, or dislike the role to further personalize subsequent recommendations.
Recommended roles are refreshed every two weeks or when there are enough delta changes to the data. This allows employees to visit the Career Explorer page regularly to explore new recommendations.
Career Explorer Page
Mentoring – General Availability – Universal
Country/Region Picklist Available for Mentoring Matching Questions
A “Country/Region” picklist is now available in the question category to use for automatic matching. Matching rules can be created to allow mentees to define their preferred country/region when signing up for a program, and mentors’ country/region information is pulled from their profile data.
Country/Region Picklist for Mentoring
Mentoring Program Available in Cross Domain Table Reports
Mentoring Program is now available as a domain in Cross Domain reports in Table reports. This can be used with Performance Management, Goal Management and Employee Profile domains to gather mentoring program related data.
In Conclusion
We have now covered the highlights of the PM related updates for 2H 2022.
For your convenience, we’ve summarized the highlights of what’s new for 1H 2022 Succession and Career Development below.
Career Development
General Availability – Universal Updates
Use Capability Picker in Job Profile Builder, Performance & Goals, and Succession & Development
Users can now use the Capability Picker to add competencies in Job Profile Builder, Performance & Goals, and Succession & Development.
Capability Picker replaces New Competency Picker, with a new UI that includes employees’ competencies, behaviors, and skills within an organization.
Career Development
Users can use the Capability Picker to add competencies to development goals in the latest Goal Management.
The latest Goal Management must be be enabled and development goal plan XML the show-competency-browser switch is configured.
Succession Planning
Capability Picker can be used to select competencies by competency libraries or job roles and search for competencies using keywords.
Job Profile Builder must be enabled.
In the Talent Search Settings in Admin Center, select Enable Capability Picker.
Here is an example of Capability Picker with a search box and a hierarchy structure of capabilities.
Adding Capabilites
New Actions Available in Action Search
Additional Mentoring, Development Goals, and Career Worksheet actions are now available in the global search box.
Users can enter the text of an action or select from suggested actions to get to the selected product page.
Sign up for mentoring programs
Review and update mentoring activities
Update status of development goals
Add learning activities to development goals
Delete development goals
Search for target roles in Career Worksheet
Launch role readiness assessment in Career Worksheet
Create development goals in Career Worksheet
Add learning activities in Career Worksheet
These new actions take users directly to product pages.
Action Searches
0% Expected Rating Now as the Lowest Rating in Career Worksheet
If a competency’s expected rating is set as 0% in Manage Job Profile Content, the expected rating now appears as the lowest rating in the rating gap chart in Career Worksheet.
Previously if no expected rating was set, “N/A” would display as seen below.
Prior Version with N/A Expected Rating
With the latest release, it is now possible to differentiate between “N/A” and 0% expected rating.
New Zero Expected Rating
Job Profile Builder must be enabled.
Enhanced Permission Control for Viewing Roles and Competencies
Before this release, users could view all the roles and competencies regardless of user permissions in Career Development.
Now users can only view the roles and competencies to which they have permissions in Career Development.
This permission control has been enhanced for viewing job roles and competencies within multiple features in Career Development:
Development Goals
Career Worksheet
Career Path
Mentoring
Users within the target population for certain job roles and competencies can view the roles and competencies on Career Development pages.
Job Profile Builder must be enabled.
Permission control is applicable in Development Goals, Career Worksheet, Career Path V2, and Mentoring. More details are explained below.
Development Goals
Creating, editing and viewing development goals in Career Development or People Profile, users can view the competencies based on their permissions. If behaviors are mapped to competencies, the same permission control applies.
Using OData APIs when creating, updating, deleting or querying,development goals, users can create, update, delete or query the competencies that they have permission for.
Career Worksheet
Users can view their current roles and suggested roles that they have permission for.
Browsing or searching for job roles, user can view the job families and roles that they have permission for.
Viewing the career path of current or target roles, users can view the job roles to which they have permissions.
Users can view all competencies and behaviors (if configured) of the current and target roles in the gap analysis charts based on their permissions.
When creating development goals for competencies, users can view the competencies in the goal creation dialog box based on their permissions.
Users can add learning activities to the competencies based on their permissions.
In Suggested Roles when filtering job roles by competency, users can view and select the competencies to which they have permissions.
Career Path V2
Users can view the job roles to which they have permissions. Administrators can manage the job roles to which they have permissions.
Mentoring
Program participation may be limited by selecting dynamic groups. Upon sign up to a mentoring program, the users within the groups can view and select picklist options only for their group in the signup form.
General Availability – Admin Opt-Ins
Create and Edit Goals in Non-Goal Management Modules
It is now possible to try out the latest Goal Management in non-Goal Management modules:
Career Development
Succession
Performance Management
Multi-Rater
People Profile
Continuous Performance Management
Creating or editing a goal in one of these modules, the user is prompted with a dialog with new UIs offered by the latest Goal Management.
Creating Goal
Mentoring
General Availability – Universal Updates
There are several universal updates for Mentoring.
Cancel Request and End Mentoring on Manage My Opportunities
On the Manage My Opportunities page, users can now cancel the mentoring request that they made directly in Opportunity Marketplace, without navigating to other product pages.
Cancel Mentoring Request
If a mentee is already connected to a mentor it is now possible for them to end the mentoring relationship on their My Opportunities tab.
End Mentoring Relationship
Text Replacement for Mentoring in Opportunity Marketplace
User created customized mentoring text is now available in Opportunity Marketplace.
This includes mentoring, mentoring program, mentor, mentee, including plurals and uppercases at the program level.
Previously:
Mentor Labels
Now:
Customized Labels
Recommended Mentors and Mentoring Programs Available on iOS and Android Mobile Apps
In iOS and Android SAP SuccessFactors Mobile apps, employees may get recommended mentors and mentoring programs in the Connect with People section.
Mentor Details Page in Opportunity Marketplace
Opportunity Marketplace now has a Mentor Details page. Users can perform a variety of tasks such as viewing details of recommended mentors, bookmarking mentors, submitting and canceling mentoring requests, checking mentoring status, and ending mentoring relationships.
Mentor Details Page
Mentoring – Admin Opt-Ins
Qualtrics Feedback Opportunity for Mentoring Program Completion
Intelligent Services events can be used to send employee information to Qualtrics in order to send a Qualtrics feedback survey to all of the mentoring program participants when the program ends.
Manage Qualtrics Integrations in the Admin Center now includes the Complete a Mentoring Program option in the Event Name field’s drop-down list for Talent.
To use this feature requires a Qualtrics Employee Experience license so that you can create Lifecycle projects. You also need to integrate SAP SuccessFactors with Qualtrics, and enable Intelligent Services and Integration Center.
Succession
Enhanced Permission Control for Searching Positions by Roles and Families
In the previous version, you could access all the job families and roles regardless of permissions.
In the current version, you can only view the job families and roles to which you have permission when browsing positions.
Browsing job roles to find the position to nominate a successor to will be limited to the job families and roles that the user has permissions for.
The permission control applies to the following scenarios:
Opening a nomination dialogue through the nomination section in Succession Talent Cards.
Opening a nomination dialogue through the nomination block in People Profile.
Job Profile Builder must be enabled.
Wrap Up
We have now covered the highlights of the Career Development and Succession related updates for 1H 2022. See our blog for 1H 2022 PM release features.
There are not a lot of new features for Career Development in this release. There are some updates for Mentoring and for early adopters, the latest version of Goal Management and Career Explorer have new functionality.
For your convenience, we’ve summarized the highlights of what’s new for 2H 2021 Career Development below.
Mentoring
General Availability – Universal Updates
The universal updates for Mentoring relate to mentoring email notifications.
Improved Email Notifications
With the new release, there are changes to some of the mentoring email notifications. Some links have been added or removed and some of the messages have been made more concise.
The mentor invitation email notification has been updated. Now there is a link that goes directly to the mentoring program to accept the invitation to participate. An example is shown below.
Mentor Invitation to Participate
The program link has been removed from the email notification that goes out to pending mentees when their requested mentor becomes unavailable. Here is an example of the new email notification.
Mentor Unavailable Notification
Stop Email Notifications to Matched Mentees About Mentor Availability
Currently any mentee that is linked to a mentor will received an email notification when the mentor becomes unavailable as a recommended mentor for new mentees.
Similarly, when the mentor becomes available again, the mentees already in a relationship with a mentor would be notified. An example is shown below.
Emails to Current Mentees regarding Mentor Availability
Sending a notification to existing mentees when their mentor becomes unavailable caused confusion. It was not clear to existing mentees that their mentor was still available to them.
Mentees already accepted by a mentor will no longer be notified when the mentor becomes available or unavailable as a recommended mentor to others joining the program. The existing mentees will still have the mentor relationship but any employees searching for a mentor will not see the unavailable mentor to select from.
General Availability – Admin Opt-Ins
If you are using the latest Home Page, managers will be able to approve or decline employee requests to be a mentor. A new approval card will show on the home page which identifies when the request was submitted and identifies the mentoring program. The manager can approve or reject the request directly from this card.
An example is shown below.
Mentor Approval Card
Latest Version Development Goal Plan
Early Adopter – Universal Updates
For early adopters using the latest version of Goal Management there a few new features that we will discuss briefly.
Mass Import Personal Goals
For early adopters using the Latest Goal Management, it is now possible to mass import personal goals into development plan through Admin Center. This functionality was not available previously for the latest version of goal management.
Improved People Selector
Users with the appropriate role based permissions will be able to search for people by name and access their goal plans.
People Selector will now include additional hierarchical relationships: a user’s matrix manager and matrix reports.
Improved People Selector
Career Explorer
Early Adopter – Universal Updates
Career Explorer is only available for customers in an Early Adopter Care (EAC) program.
Exclude Job Roles from Data Sync
With the new release, there is a universal feature that allows job roles to be excluded from data sync between your system and the People Connection. This means those job roles will not be recommended to employees in Career Explorer.
Accessed from Admin Center, go to “Manage People Connection Integration”. Select “Manage Job Roles for Data Sync”.
The new “Manage Job Roles for Data Sync” screen is seen below.
Select Job Roles to Exclude
Display Long Job Role Names in Recommended Role Card
Currently, long job role names will truncate in the recommended role card as seen below.
Truncate Job Role Names
With the new release, longer names of job roles can be displayed in full using two lines as seen below.
Complete Job Role Names
We have now covered the highlights of the Career Development related updates for 2H 2021. See our blog for 2H 2021 PM release features.
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