SAP SuccessFactors 1H 2022 What’s New in Succession and Career Development

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

Preview release was on April 15 and production will be released May 20. 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 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.

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

SAP SuccessFactors 2H 2021 What’s New in Career Development

SAP has announced the latest updates and changes for SuccessFactors for the second half of 2021.

Preview release will be October 15 and production will be released November 19.  You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here

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

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.

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!

Implementing the SuccessFactors Career Worksheet

This guide is to help system administrators with Provisioning access to understand and configure the Career Worksheet template.

Career Worksheet

Enabling the Career Worksheet In Provisioning

To get started, let’s handle the settings needed in Provisioning. You should already have enabled Goal Management Suite (Total Goal Management) and Development Plan V12. In order for the Career Worksheet to be used in the Career Development module, My Goals Tab and Career Worksheet V12 must be enabled in Company Settings.

Company Settings to enable to use Career Worksheet and Career Paths

To use these features, Version 12 UI framework (Revolution), Enable Generic Manager and Enable the Attachment Manager should be enabled as well.

Configuring the Career Worksheet

The Career Worksheet is based on a template found in Provisioning. The Career Worksheet template is found under the Managing Plan Template section and may be seen by clicking on the Import/Update/Export Career Worksheet Templates link.

Templates within Managing Plan Template

If the Career Worksheet Template is not found, you may download the Career Worksheet XML from a sales demo and then import into your company.

Company without Career Worksheet XML

Once you see the Career Worksheet template, export it to tailor the features to your organization’s needs. The Career Worksheet XML may be updated to change field labels, define the rating scale, choose which features to switch on and set permissions.

Career Worksheet Template

Career Worksheet Template Elements

Let’s explore the Career Worksheet XML to get an understanding of the elements and their purpose.

Career Worksheet XML

Look for the first field-definition tag. It will follow tags for text replacement, behaviors, and self-assessment.

Field Definition Ids follow self-assessment tag

The standard field-definition ids are:

  • Competency name
  • Last rated form
  • Last rated date
  • Last rating
  • Development goals
  • Readiness Meter

The field definitions within the Career Worksheet XML are highlighted below:

Field definitions within the Career Worksheet

No custom fields are allowed in the Career Worksheet XML.

All of the field elements are required with the exception of the readiness meter. It is recommended to use the readiness meter, without it, the target roles will not display the percentage of how ready an employee is for a role.

Field definitions and the Career Worksheet

The fields defined in the Career Worksheet XML are related to the competencies for a role.

The first field definition id: competency_name. The name of the competency required for the targeted role.

View of competency_name field definition id

Each competency that is required for the targeted role is displayed on the Career Worksheet.

Required competencies for the targeted role

Field definition id: last_rated_form. The name of the form where the competency rating was pulled from.

The name of the form where the rating comes from is displayed beneath the competency gap graph.

Name of form where competency rating comes from

Field definition id: last_rated_date.  The date on which the competency was last rated.

Used in conjunction with last_rating_form, it displays the date that the form was completed.

Date of form completion where competency rating comes from

Field definition id: gap_graph.  Image that shows the gap between the expected rating for a competency compared to the employee’s actual competency rating.

Gap graph for each competency on Career Worksheet

Field definition id: last_rating. The user’s latest competency rating.

The system uses the latest rating information in the system as the default. You can also specify a specific form or a couple of forms as the source of the existing ratings. We are concentrating of the use of the role readiness form as the source.

Be sure to reference the same rating scale that is used in the Role Readiness template. Otherwise the Career Worksheet will not have the readiness meter populate after an evaluation is completed.

Rating scale should match scale used in Role Readiness template

The rating is pulled from the form that is identified in the Role Readiness Assessment Template as the source.

Rating scale referenced in Role Readiness Template XML

The competency rating is represented in the gap graph for each competency.

Gap graph shows actual rating and expected rating rating for each competency

When hovering over the graph, the actual employee numeric competency rating will display along with the expected competency rating. The graph is based on the competency rating scale used in the form.

Hover to see the last rating and the expected rating for each competency

Field definition id: development_goals. This field is used to show the number of existing development goals for each competency along with a button to create a new development goal.  Use of this field requires that a development plan template with competencies is loaded.  The worksheet will use the default development plan.

Existing development goals count display with ability to add new development goal

In order to use this, there must be an active development plan template with a competency field defined.

Competency used on development plan

On the Career Worksheet, you may expand a competency to see any development goals the employee has already associated with the competency. If configured in the development plan, the employee may edit or delete the competency.

Development goal associated with a competency

Field definition id: readiness_meter.   The percentage rate of readiness for the target roles based on calculation of actual competency rating and expected competency rating.

Until a role readiness assessment form is completed,  the target roles’ meters will show that the role is not ready.

View of readiness meters for targeted roles prior to initial role assessment completed

Once the initial role assessment is completed, all of the targeted roles will have the readiness meter show the percentage of how ready the employee is for the role based on the competencies needed for the role.

Role Readiness Meters for targeted roles
Career Worksheet Permissions

The ability to view the content of the Career Worksheet and the actions that a role may perform are set in the Career Worksheet template.

Now that the Career Worksheet fields have been reviewed, let’s move on the permissions for these fields.

Career Worksheet Field Permissions

The visibility of the fields on the Career Worksheet are influenced by the Read permissions in the template.

Write permissions for any fields on the template are ignored because the template does not support write permissions for the fields.

The competency_name permission allows the user to see the name of the role’s competencies. If read access is not granted to competency_name but is granted for the last_rated_date and last_rated_form fields, the competency name will show on worksheet as “undefined”.

Example of no read permission for competency_name field:

View of worksheet without read permission for competency_name field.

Names of competencies will be undefined without competency_name field read permission

Competencies required for a role are shown as undefined rather than by the name of the competencies.

The development_goals permission allows user to see the development goals associated with each competency.  The read and write permissions for development goals come from the development plan template.

The last_rating read permission is needed to view the gap graph for each competency.

The last_rated_date permission displays date of the most recent rating for each competency.

The last_rated_form permission displays form name for the most recent rating for each competency.

A role must have permission for both last_rated_date and last_rated_form in order to see the source and date of the rating.

Example of read permission without last_rate_date

Without read permission for both fields, date and form name do not display.

The readiness_meter read permission allows the “Readiness” percentage to display for each of the targeted job roles.

Readiness percentage displays because of readiness_meter read permission

Example of read permission for all fields for employee, manager hierarchy and HR roles.

All roles should be able to read the readiness meter.  Without the read permission for role set to “*”, the readiness meter will not populate after the role assessment is completed.

Read permission for Readiness Meter
Switches

There is a section within the XML to add switches that will control some of the features. The switches tag should be inserted prior to the text-replacement tag.

Switch for Proportional Calculation
Switch for Job Profile Builder Profile

When Job Profile Builder is used and job profiles are defined, turn on the sync switch in Career Worksheet template xml. 

This is done by setting the disable-jpb-profile-in-csw switch to “off”.

Switch to sync future role details with job profile from JPB

When the sync is on (value on switch is set to “off”), the future role details in the career worksheet come from Job Profile Builder Job Profile shows for future role when you hover mouse on i icon, as below:

Job role details
Switch for Position Count per Role

For each targeted role, it is possible to see the number of openings using the “hide-position-count” switch set to “off”.

Count of number of openings for target role

The default value is “off”, however, this position count only works for Legacy Position Nomination Method for Succession so the switch should be set to “on” to hide the count.

Switch to hide position count
Switch for Development Goals

When competencies are included in the worksheet, a switch may be set to allow the competency descriptions to display.

Information icon for competency
Competency description
Switch for Competency Rating Calculation

To use the role readiness meter, you need to define how role readiness is calculated. There are two calculation types: averaging competency readiness or summing up the number of ready competencies.

Either calculation type requires the employee’s current competency ratings which can come from the latest rating from the performance review, average rating from 360 form or role readiness form. The default rating is the latest rating in the system

The default rating calculation switch is “off” which calculates role readiness using a score of either 1, for those competencies where a user met the expected rating, or 0, for those competencies where a user did not meet the expected rating.

For a proportional calculation for role readiness, add the switch for new_role_readiness_calculation with value “on”. 

When the switch is set to “on”, each competency rating is weighted as a percentage of the expected rating. The average of each of the competencies rating those percentages determines role readiness.

The system calculates readiness for each required competency for a role, and then calculates an average of the competency readiness.

Switch for proportional calculation

If no switch is included, the default calculation is summing up the number of ready competencies.

Switch to launch form for current role

The Career Worksheet XML can be configured to allow employees to launch the Role Readiness Assessment form for their current role. This is accomplished with the following switch added to the Career Worksheet XML.

<switch for=”show-self-assessment-in-current-role-tab”  value=”on” />

Switch for allow form to launch for current role

Will also need to identify the form to use when creating a current-self-assessment tag.

Tag to identify form to open

Once the Career Worksheet XML is imported in Provisioning with these updates, the Current Roles tab will contain a link to evaluate readiness.

Current roles tab with evaluate readiness

Click the link to open the form for the current role.

Current role Role Readiness Assessment form
Identify source of ratings

The default rating is the latest rating in the system. It is possible to identify a specific form or forms as the existing ratings source. First find the form ids in Provisioning>Form Template Administration.

Form ids for rating sources

Next add <assessment-filters> tag to the Career Worksheet XML to identify the form to be used as the rating source.

Tag to identify form as the source of ratings
Action Permissions in the Template

The action permissions for create, delete and private access need to be defined.

The ability to view the content of the Career Worksheet and the actions that a role may perform are set in the Career Worksheet template.

Create permission allows users to add Job Roles to the Job Roles I’m Considering section of the Career Worksheet.   This permission is also necessary for the Suggested Roles tab to be visible.

At the minimum, the employee role should be able to add targeted roles to the Career Worksheet. Based on your organization, you may decide that the manager or HR may add roles to the worksheet.

Delete permission allows a user to remove a targeted role from the job roles that they are considering.

At the very least, the employee role should be able to delete targeted roles from their Career Worksheet.

“X” allows employee to remove a target role from Career Worksheet

Private-access permission allows users to see the content in the “Job Roles I’m Considering” section of the Career Worksheet.

In addition, the Career Worksheet template will need to have the Share permission enabled. At the least, the employee role should be permissioned to allow sharing of a role in their plan.

Share permission for employee role
Additional Settings

For each targeted role and current role, there is an count of the number of employees for each targeted role and current role.

Count of employees in a role
To see employee count

When this feature is on, and the Employee Directory to be enabled in Provisioning, there will be a link to see the list of employees in this role.

Indicator that shows number and listing of employees in a role

If the directory is not enabled, you will see the number of employees but there will be no link to the list.

If you don’t wish to see the employee count for the number of employees in a targeted role, the Career Worksheet XML will need to be updated to change cws-people-role from “true” to “false”.

Additional Configuration in Career Worksheet XML for Role Readiness Form

A link to the role readiness form within the Career Worksheet enables an employee to launch the form and rate the needed competencies for a future role.  To enable linking to the correct form, the role readiness form id must be identified within the Career Worksheet XML. 

The Role Readiness Assessment form id may be found in Provisioning within the Form Template Administration section.

Form Template Administration section in Provisioning

Go into Form Template Administration to see all of the form templates. Find the form id associated with the form that will be used to identify readiness for a role.

Using the form id associated with the Role Readiness Assessment template, add the self-assessment tag which includes the role assessment form id to the Career Worksheet XML.

The tag which includes the form id is inserted before the first field definition tag. 

Self-assessment tag follows text replacement and behavior tags

If the form is used for multiple languages, include an entry for each locale with the Role Readiness Assessment form ID. You may have multiple entries using the same form id ut only but only one self-assessment form may be specified.  

Multiple locales for Role Readiness Assessment form in Career Worksheet XML

Without the  self-assessment tag in the Career Worksheet XML, the “Evaluate your Readiness” link will not appear in Career Worksheet.

Career Worksheet access also allows a user to the “User Search” permission and to make the details of the Career Worksheet publicly available. The content will be restricted based on the Career Worksheet template permissions, so do not give all roles (*) read access to all Career Worksheet fields as shown below.

To prevent users from seeing the details of any other user’s Career Worksheet, the permissions should be restricted in the Career Worksheet template. Limit the read permission for these fields to just the employee, manager and HR roles.

Read permission limited to employee, manager hierarchy and HR roles

Once the updates have been made to the Career Worksheet XML, import the template in order for the updates to be reflected in the Career Worksheet.

Succession Data Model Updates

There is an indicator on the Career Worksheet which enables the employee to display any future role on their profile as a potential career move. On the Job Roles I’m Considering sub-tab, there would be a checkbox to make the future role public in their profile.   This may be selected for each of the roles under consideration. 

View of Career Worksheet with “Make public in Live Profile” option

When the indicator is set for any of the target roles, the role will be visible on the employee’s profile is the background element is set up in the Succession Data Model, configured in People Profile and role based permissions granted.

Target role displaying on profile

Any or all of the future roles can be set to display on their profile.

Indicator for each target role to appear on the profile

Select each targeted role and set the indicator in order for the role to appear on the profile.

In order to enable this feature, the Succession Data Model must be exported from Provisioning in order to have the “preferredNextMove” background element added. The future job role on the Career Worksheet is used in the title field on the background element and is what will display in the profile.

Preferred Next Move background element

The background element’s Title field is required.  Any additional fields that you wish to  include on the background element should not be required.   These additional fields are not displayed on the Career Worksheet.  When the targeted role is selected on the Career Worksheet, it will then appear on the employee’s profile in the Preferred Next Move block.   But any additional fields would be blank until the employee enters information.  However these fields would not be seen on the Career Worksheet. It is probably best then to use only the Title field on the background element for Career Worksheet purposes and use another background element for Career Goals fields.

You may also relabel the background element; Future Roles, Career Goals, or any other name that is meaningful to your organization.

Here is an example of the background element that contains additional fields that are not required.

Preferred Next Move Background Element with Optional Fields

Any additional fields would appear on the block in the profile where they could be updated but would not reflect in the Career Worksheet.

Additional fields in Preferred Next Move block on Profile

Once the data element is added and the data model re-imported, the profile within the instance needs to include this element. Go to Configure People Profile to include this block.

Add block to Profile

Add background element permission to any role that may edit or view this block on the profile.

Employee role permission to edit Future Career Interests
Role Based Permissions for Employee

In addition to the field permission granted to users within the template, the user will also need access to the Career Worksheet and access to the content of the Career Worksheet in the Development module.

  • Career Development Plan Access Permission allows access to Development.
  • Career Worksheet Access Permission allows access to the Career Worksheet.
  • Career Worksheet Suggested Roles Access Permission allows access to the Career Worksheet Suggested Roles tab.

Grant the required role-based permission so that the permitted roles can access Career Worksheet under Development.

The employee role will need access to Career Development. Under the Career Development Planning User Permission, enable Career Development Plan Access Permission, Career Worksheet Access Permission, and Career Worksheet Suggested Roles Access Permission.

The employee role will need access to Career Development. Under the Career Development Planning User Permission section, enable Career Development Plan Access Permission, Career Worksheet Access Permission, and Career Worksheet Suggested Roles Access Permission.

In addition to the Career Development Plan permissions, the employee will need access to the Career Worksheet. When the employee opens the Career Worksheet tab, they are not authorized to view the career worksheet plan without it. Under Goals, select the Goal Plan Permissions for the Career Worksheet.

Permission for Employee role to access the Career Worksheet

The target population of the “Goal Plan Permissions” is ignored when viewing the Career Worksheet.

Target population for a role

Career Worksheet access also allows a user to the “User Search” permission but the content will be restricted based on the Career Worksheet template permissions. To prevent users from seeing the details of any other user’s Career Worksheet, the permissions should be restricted in the Career Worksheet template.

Performance Management Access permission is needed as well. Without it, “Evaluate your readiness” link will not appear on Career Worksheet when targeted roles exist.

Now that the Career Worksheet is configured and permissioned, you are ready to create a Role Readiness Assessment form to be used within the worksheet. Check out the guide to set up the Role Readiness Assessment for more details.

For more information about the Career Worksheet and other talent management modules in SAP SuccessFactors, check out our book here!

Do you need help with your career worksheet or SuccessFactors Development implementation? Contact us at: info@worklogix.com