Worklogix Blog

Tag: Latest Goal Management

  • 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 Latest Goal Management for 2H 2024

    Learn what’s currently available for the latest Goal Management 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. 

    Hide “Create from Scratch” Option for Goal Creation

    When creating on goal on a goal plan using the latest Goal Management, it is possible to create a performance goal from scratch, copy a goal from another goal plan or create a goal from a goal library. The options are shown below.

    Create Goal Options

    The Create from Scratch goal option for performance goals may be hidden. To hide this option, there is a switch to set in the goal plan template XML:

    <switches>

    <switch for=” turnoff-add-personal-goal-button” value=”on” />

     </switches>

    Once the switch is set to turn off this button, the option to create goals from scratch will no longer appear.

    Copy Goals on Behalf of Others

    In the latest Goal Management, managers can now go to a user’s goal plan and copy personal goals on the user’s behalf. The Copy from Goal Plan option is available only for the latest goal plan.

    Configuration Requirements

    • Using the latest Goal Management
    • The TGM/CDP Goal Transfer Wizard feature is enabled
    • Users are assigned more than one goal plans
    • The create permission for goals is granted in the goal plan template XML

    Goal Modification Email Notification Jobs in Admin Center

    You can now create a job request for the goal modification email in Scheduled Job Manager. It no longer has to be set up in Provisioning.

    Create Goal Modification Notification

    The date range displayed in Admin Center aligns with your browser’s time zone, but the job synced to Provisioning remains in the UTC+0 time zone.

    Link and Unalign Goals

    In the latest Goal Management, It is now possible for users to link their performance goals with another user’s goals or unalign goals In their own goal plan:

    • Choose the Link Goal option on a goal card and follow the on-screen instructions.
    • Go to another user’s goal plan, choose the Link with Mine option on a goal card, and complete the linking steps.

    Goal Plan Template Cascade/Align Permissions

    In the goal plan template XML:

    • Grant cascade-align permission for roles to link goals
    • Grant unalign-parent or unalign-child permission for roles to unalign goals

    Minor Enhancements for latest Goal Management

    Some enhancements for the latest Goal Management have been added to make it easier to use.

    Weights for Team Goals on Goal Cards

    Weights are now displayed for team goals on goal cards.

    Weights on Team Goals

    Comments on PDF

    Users can now include comments in the PDF output for goals.

    Print Comments

    Inactive Users in People Search for Goal Plans

    Inactive users may now be included in search results in People Selector and their goals may be edited.

    Search for inactive users

    Goal Details Page Updates

    There are enhancements to the goal details page.

    • The left-hand sections of the goal details page can be collapsed.
    Collapse Goal Sections
    • Audit history is now a new section on the right side of the page instead of a button to click to view the audit history.
    Audit History in Right Panel
    • All milestone fields are visible and the milestone table can be scrolled horizontally.
    Milestone Fields
    • For milestones, the Show more button expands to display all of the content of the milestone fields that are configured as textarea type. This eliminates the need to click the Manage Milestones button to see all the text.
    Show more for Milestones
    • Users can now search for assignees on the Team Goal Details page.
    Assignee Search on Team Goals Page
    • On the Goal Alignment pop up, headers have been updated to show Aligned With with a count and the aligned on date.
    Goal Alignment Headers
    • On the landing page, the tab names for Performance goals and Development goals now use the plural form.
    Goal Tab Names
    • There is no limit to the number of goals that can be displayed in the personal and team goal list views.
    • When creating reports for master team goals, there is a new Co-owner Username column. This is available in both Story reports and Table reports.
    New Column for Reporting
    • In audit history, “Shared” and “Unshared” are now supported as new action types for team goals.
    New Action Types for Team Goals

    Roll-up Calculation for Cascaded and Linked Goals

    Roll-up calculations can now be used for cascaded and linked goals in the latest Goal Management.

    Bizx-actual, bizx-target, and bizx-pos fields can be set to average or sum using the rollup-calc-type attribute.The sum or average values for these fields are automatically calculated across cascaded and linked goals based on your configuration. These values are then reflected in source goal details.

    When a parent goal is cascaded or linked, two audit records are generated for it, one record indicates the action type (“Cascaded” or “Linked,”) while the other record shows “Modified” due to changes in the roll-up fields.

    AI-Assisted Goal Creation Enhancements

    If you have purchased the AI units license, have enabled the latest Goal Management, and have assisted goal creation is enabled and properly configured, you will experience a more engaging AI-assisted goal creation experience.

    Updates include:

    • Updated AI tag: On the goal creation page, the tag for fields with content generated by AI is now “AI-generated content”, replacing the previous “AI-enhanced content”.
    • Improved content comparison: the Compare Generated Content page has been eliminated. It is replaced by the AI-assisted writing tool to enhance content at the field level.
    • Enhanced prompt template: The prompt template automatically applies goal plan configurations, such as start, due, and maxlength, to AI-generated goals.
    • Custom fields: Custom fields of text and textarea types are now supported for performance goals. You specify the context by providing meaningful text for <field-description>. This allow AI to generate more better suggestions for your goals.

    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.

  • SAP SuccessFactors 1H 2022 What’s New in Performance Management

    SAP SuccessFactors 1H 2022 What’s New in Performance Management

    SAP has announced the 1H 2022 SuccessFactors release information.

    Preview release is 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. 

    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 1H 2022 Performance Management below.

    Performance Management

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

    General Availability – Universal Updates

    Restrict Data Access of Inactive Users’ Forms

    This enhanced was designed to comply with data privacy and protection standards.

    Currently there is no way to limit a user’s access to inactive employee forms. With this release, there is a role permission that may be enabled which restricts the data in an inactive user’s PM form.

    To set this up, open a permission role that should have the restriction.

    Under User Permissions>Performance>Restrict Data Access of Inactive Users’ Forms

    With this permission set, users with this permission role will not be able to access the data of inactive users’ forms in the following areas:

    • Home Page (only can review performance related To-Dos but not form pages)
    • Stack Ranker
    • Team Overview
    • Form OData APIs that include form subject information

    Use Capability Picker in Performance & Goals

    The previous “New Competency Picker”, now the Capability Picker, has a new UI which includes employees’ competencies, behaviors, and skills within an organization.

    The Capability Picker can be used to add competencies in competency sections on PM forms.

    To this use, Job Profile Builder must be enabled. In Performance Management Feature Settings in Admin Center, Enable Capability Picker must be selected.

    New Columns for Performance Management in Story Reports

    In Story reports for Performance Management, users can now include feedback comments in the Ask For Feedback table as seen below.

    Ask For Feedback Comments Columns

    These are the Ask for Feedback comments provided by internal and external users through emails.

    In addition, manual overall performance rating, manual overall performance rating description, and locale specific manual overall performance rating description are available in the Performance table.

    Rating Columns

    Enhanced Signed Date Column in Story Reports

    Signing a form using Route Form and Sign Form, the Signed Date column in Story reports now shows the date and time when the form was signed using the time of tenant preferred time zones. Only the latest record is shown in the reports if users have signed the form multiple times.

    Form Signed Date and Time

    Enhanced OData Entity FormAuditTrail

    The FormAuditTrail API has been updated with a permission check. This API can be used to access all audit trail records of forms in the system. Otherwise, users can only access audit trail records of forms in their folders.

    Permission is needed to access all audit trail records of forms in the system and the permission role should include Administrator Permissions> Manage Documents>Admin Access to Forms OData API permission.

    General Availability – Admin Opt-Ins

    There is a performance management related admin opt-in that is applicable for CPM achievements and feedback on a performance form.

    View Achievements and Feedback on Forms on iOS and Android Mobile Apps

    Performance reviewers with iOS and Android SAP SuccessFactors mobile apps, achievements and feedback linked to employees’ goals on performance forms can now viewed.

    On the goal item page, there will be an Achievements row as seen in the example below.

    Goal item on PM form

    Achievement details may be viewed by clicking Achievements for the goal. If the employee had any achievements linked to a goal, they would appear as seen below.

    Achievements linked to a goal

    If there is any feedback for an achievement, it will noted with the number of feedback given.

    Feedback Indicator for an Achievement

    Clicking the feedback indicator, reviewers can view feedback for the achievement.

    Feedback for an achievement

    To take advantage of this feature, the latest version of CPM must be enabled.

    Reviewers will have to the View permission for User Continuous Performance Management Achievement in their permission role.

    Permission to View Achievements

    360 Reviews

    There are several 360 Reviews – SAP Fiori Version updates. One is also applicable to 360 Reviews v11.

    General Availability – Universal Updates

    Participants Able to Recall Completed Forms

    A participant may recall a 360 Reviews form after providing feedback and submitting it. However this recall feature available for raters but is not applicable to process owners, managers, employees, HR representatives, or approvers.

    A Recall button will appear in the action column of the Evaluation Summary section of the form.

    Recall 360 Form by Participant

    Using the Recall button moves the form back to the participant’s inbox.

    Select Multiple Employees on Advanced Search Dialog

    Previously, managers were only able to select/add one employee from the search results at a time. To add more, filters had to redefined for each selection.

    Managers can now select multiple employees from a search done on the Advanced Search Dialog and add them all to the Participant List at once.

    Multi select employees

    Refill the Participant List After Declines Occur

    Process owners may now add alternative participants to the participant list if some of the initially added participants have declined to evaluate.  This helps ensure that process owners get enough feedback for evaluations.

    In order to use this feature, in the advanced settings of the 360 form template, all check boxes should be deselected for the option Hide the Decline to Participate button on the 360 Form for as seen below.

    Deselect Hide Button

    In the advanced settings of the 360 form template, select at least one role for the option Enable Add New Participants after 360 Evaluation starts for. This allows the selected role to add participants after the evaluation has begun.

    Enable adding a Participant

    Form Titles Editable in 360 Reviews

    It is now possible for users to edit titles of 360 Reviews forms received in their Performance Inbox folder. Already available in 360 Reviews v11, it is now available in the SAP Fiori Version as well.

    In the advanced settings of the 360 form template, select the option Enable form title editability in Form info page (V10) or Enable form title editability in the Form (V10), depending on where you want to change titles.

    Process Owners Able to See Participants on Anonymous Forms

    Process owners now can see the participants who have given evaluation feedback even on anonymous 360 Reviews forms.  This provides participant information such as employee name, email, division, department, location, manager and category.

    The Evaluation Summary will still show “anonymous” for each rater, but the Rater List will show rater names instead of “anonymous”.

    Rater List with Names

    In order to use this feature of a Multi-rater form, some set up is needed.

    • The 360 template to be used should have Anonymous 360 configured in Provisioning >Form Template Administration.
    Anonymous 360 Form Attributes
    • Within Form Template Settings for the form, on Show Participants in Status Summary (Applicable to Anonymous 360’s only) needs to be enabled.
    Enable Show Participants in Status Summary

    Improved Reminders Buttons

    The Reminder icon in the Evaluation Summary section has been transformed into a button. Previously the Actions column contain a reminder icon as seen below.

    Recall icon

    This has been replaced with a Recall button in the Actions column. Users can now send reminders to those who have not given feedback yet; to a one or multiple participants. There is a new Send Reminder to All button will send a reminder to any rater that has not given feedback yet (a status of Pending). The user will also receive a confirmation of this action before reminders are sent.

    Send Reminder Buttons

    Add “First Matrix Manager” and “All Matrix Managers” as Default Rater Categories 360 Reviews v11 and 360 Reviews – SAP Fiori Version

    Within the Manage Templates tool or by editing the XML form template, First matrix manager and All matrix managers are now options as default rater categories in both 360 Reviews v11 and 360 Reviews – SAP Fiori Version.  When selected, the employee’s first matrix manager or all matrix managers will then show on the rater list by default when a 360 Review form is launched.

    All Matrix Managers Role

    The feature saves users from manually adding a first matrix manager or all matrix managers as raters after the form is launched.

    Enforce Start Date in Route Map

    A feature currently available for PM forms is now available for 360 forms.

    Within the route map associated with the 360 template, select the Enforce start date option and then enter the start date for the step. This may be done for any step in the Modify and Evaluation stages on the route map.

    Before the step start date, forms are read-only, but participants can open the forms to check the details.

    Support for Learning Activities in Development Goal Section in 360

    It is now possible to use Learning activities in the Development Goal section of a 360 Review form. A user may view details of a learning activity, add LMS learning activities, and delete LMS learning activities or Transcript-enabled custom learning activities.

    In Provisioning>Company Settings make sure to select the option: Transcript — requires “Version 11 UI framework (ULTRA)”.

    Show Behavior Descriptions When Not Rating by Behavior

    If competencies have behaviors associated with them, behavior descriptions may be included in the Competency section of a 360 multi-rater form, even if the behaviors are not being rated.

    Competency Behaviors

    When including behaviors, the behavior name displays but descriptions are hidden by default. Clicking the arrow button will show the behavior’s description.

    In order to use behaviors on the form, the XML form template needs to have behavior-mode-opt in the competency-sect set to a non-zero value (1, 2, 4 or 5) and use-behavior should be false.

    General Availability – Admin Opt-Ins

    Hide the Nonremovable Checkbox in 360 Reviews – SAP Fiori Version

    You can now hide the Nonremovable for Raters checkbox on a 360 Reviews form if it’s not needed.

    Nonremovable by Raters Checkbox

    In the advanced settings of the 360 form template, enable the Hide the Nonremovable checkbox on a form in the Modify stage.

    Previously, the checkbox always appeared on a form, even if a rater was not permitted to use it for editing linked skills.

    Deprecation of 360 Reviews v11 Version

    November 18, 2022 is the end of maintenance for 360 Reviews v11 and will be deleted on May 20, 2023.

    360 Reviews – SAP Fiori Version has been Generally Available and now includes the majority of features and functions that were available in 360 Reviews v11.

    It is recommended if you’re using 360 Reviews v11 Version to migrate to 360 Reviews – SAP Fiori Version.

    Goal Management

    General Availability – Universal Updates

    There are no universal updates for Goal Management.

    General Availability – Admin Opt-Ins

    Create and Edit Goals in Non-Goal Management Modules

    When the latest Goal Management is enabled, you can try out the latest Goal Management to create and edit goals through an embedded dialog.

    When you create or edit a goal in the following modules, you’ll be prompted with a dialog with brand new UIs offered by the latest Goal Management:

    • Career Development
    • Continuous Performance Management
    • 360- Multi-Rater
    • People Profile
    • Performance Management
    • Succession
    Goal Creation

    Calibration

    General Availability – Universal Updates

    There are several universal updates for a calibration session.

    Manager Template Permission for Creating Calibration Sessions

    It is now possible to identify which calibration templates managers can access when they create calibration sessions.  The new permission, Manager Template Permission for Creating Sessions, is added under User Permissions >Calibration for a permission role.

    Permission for Manager Calibration Sessions

    Total of Expected Number of Subjects Equals Actual Number of Subjects

    Logic has been enhanced for subject distribution in scenarios where the guidelines are defined with rating groups or when not all ratings have a distribution guideline.

    When the guidelines are defined with rating groups or only part of the ratings have distribution guideline, but these are not met:

    • Ratings are included once in the guidelines
    • All guidelines are defined with “=” operator
    • Total of distribution guidelines is 100%

    The system sums up the decimal parts and distributes the whole numbers to the ratings if there are decimal parts in the calculated results. This is done to ensure the total number of expected subjects for all ratings is equal to the actual number of subjects in the session.

    Enhancement to Guidelines Enforcement

    Distribution guidelines have been enhanced to support more guideline scenarios. Finalizing sessions individually, enforcement is now supported in three more guideline scenarios.

    Distribution Guidelines are set in the Data tab of Manage Calibration Templates.

    The enhancement only applies to finalizing sessions individually.

    • Guideline is defined in a rating group when there is one more than one rating
    • Guideline is defined with a rating range with an operator other than “=”
    • Not all ratings have a guideline

    When the distribution of subjects doesn’t meet the guidelines for any these scenarios, the session cannot be finalized.

    More User Information of Calibration Subject Available in Story Reports

    You can now include the name and external user ID of a session subject in a Story report. The first and last names and external user ID are supported in the auto-joins for calibration subjects. This makes it easier to get calibration subject information.

    Subject Name Columns

    General Availability – Admin Opt-Ins

    Qualtrics Feedback Opportunity for Calibration Session Finalization

    Manage Qualtrics Integrations in the Admin Center now includes the Calibration Session Finalization option in the Event Name field’s drop-down list for Talent.

    Calibration Session Finalization

    Intelligent Services events can be used to send employee information to Qualtrics so when an employee finalizes a calibration session, a Qualtrics feedback survey may be sent via email.

    Calibration, Intelligent Services and Integration Center must be enabled and a Qualtrics Employee Experience license for Lifecycle projects is required.

    Continuous Performance Management (CPM)

    The legacy version of Continuous Performance Management (CPM) will reach End of Maintenance on May 20, 2022 and will be retired as of May 19, 2023.

    The latest version of CPM, initially released in 2H 2020 is available in the Upgrade Center. If no action is taken, your company will be automatically upgraded to the latest version after the retirement date.

    In Conclusion

    We have now covered the highlights of the PM related updates for 1H 2022. See our blog for 1H 2022 Career Development 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 Performance Management

    SAP SuccessFactors 2H 2021 What’s New in Performance Management

    SAP has announced the 2H 2021 SuccessFactors release information.

    Preview release is on 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. 

    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 2021 Performance Management below.

    Performance Management

    There is not much in the way of new functionality, just one universal update.

    General Availability – Universal Updates

    Configuration Center Support For Performance Management Form Templates

    You can now view, download, and transport Performance Management form templates across tenants using Configuration Center. Prior to this release, only Feature Configuration was available under General Configuration for Performance Management. Now System Configuration and Manage Templates are available.

    New PM Configuration In Configuration Center

    General Availability – Admin Opt-Ins

    The admin opt-ins require the latest version of the home page.

    PM Related Updates “For You Today” Section of the Latest Home Page

    When the latest home page is used, a “For You Today’ card will appear for PM tasks.

    You can enable to-do tasks on the latest home page in the Upgrade Center.

    The tasks are:

    • “Review Employee Performance” task available for managers
    • “Review Employee Performance” task available for employees

    To give managers a view of the form that need their review, cards are grouped into Direct Reports, Matrix Reports, and Other on the stack view. An example is shown below.

    For You Today Performance Tasks

    Users can go directly to the performance review forms from this card to complete the tasks.

    Goal Management

    There is one universal update for Goal Management. The majority of the new functionality is for the latest version of Goal Management. With each release more and more features become available.

    General Availability – Universal Updates

    View, download, and transport Goal Management configurations using Configuration Center.

    It is now possible to use Configuration Center for Goal Management to view configurations, download configurations, and transport configurations across tenants. Configuration Center permission is required.

    The view feature enables the admin to view configuration as well as see the username who made changes with a date and timestamp.

    The download feature is useful to take a backup of your application’s configurations as well as for troubleshooting by an Implementation Partner or Customer Support.

    The export feature can be used to export configuration in order to copy from the preview system to production.

    With this release, after selecting the Talent configuration area, Goal Management is visible. The admin can then select the features to download.

    Goal Management in Configuration Center

    After selection, the admin goes to the “Transport Mode” tab to initiate the download process.

    Upon completion, the configuration bundles is downloaded in ZIP format. Configuration types are available as separate files.

    Latest Goal Management

    With each release, the latest version of Goal Management has functionality added that is already available in the current version,

    Now supported in the latest version of Goal Management:

    • Beta Goal Import
    • Changing goal plan states in Goals
    • User search
    • Matrix relationships

    Now available in the latest version of Goal Management:

    • Spell Check
    • Legal Scan
    • Advanced user search by criteria


    We will look at the new supported functions that are available for those using the latest Goal Management. We will start with the universal updates.

    Early Adopters – Universal Updates

    Mass Import Personal Goals in Latest Goal Management

    It is now possible to use the “Import Performance Goals” for the latest version of Goal Management.

    Change Goal Plan States in Latest Goal Management

    It is now possible to update the goal plan state in the latest version of Goal Management. The ability to lock and unlock goal plans will be available and provides visibility of the goal plan state using the latest version of GM.

    Goal plan states are used to control the action and field permissions before and after a goal plan is approved. Users with the “change-state” permission in the goal plan XML can now change the goal plan state in a more straightforward manner.

    An example using goal plan states in the latest version of a goal plan is shown below. The current state has a dropdown list.

    Latest Goal Management Goal Plan Current State

    In addition, employees will be able to receive email notifications when their goal plan state changes. The notifications will include who changed the goal plan state and what the current goal plan state is.

    Enhanced People Selector in Latest Goal Management

    When using the latest version of goals management, the people selector will include matrix manager and matrix reports. If these matrix roles have permission, they will have access to view goal plans.

    An example of the people selector in a goal plan is shown below.

    People Selector with Matrix Manager and Reports

    If these matrix roles have permission, they will have access to view goal plans.

    360 Reviews

    General Availability – Universal Updates

    View, download, and transport 360 Reviews configurations using Configuration Center

    Similar to the Goal Management being available in Configuration Center, it is now possible to use Configuration Center for 360 Reviews to view configurations, download configurations, and transport configurations across tenants. Configuration Center permission is required cross tenants.

    Before this release, 360 was not available in Configuration Center Now when selecting the Talent configuration area, 360 is visible. The admin can then select the features to download fro the Transport Mode tab.

    360 in Configuration Center

    Add External Participants When Users Have No Search Permissions

    Users without permission to search for external users may now add them as form participants by email address. Users can enter the email address of an external user in the “Add a New External Participant” dialog box.

    If the external user already exists in the system, the First Name and Last Name fields are automatically filled and users can select “Add” to add the external user as a participant.

    An example is shown below.

    Add External Participant

    General Availability – Admin Opt-Ins

    360 Reviews Tasks on the Latest Home Page

    When the latest home page is used, a “For You Today’ card will appear for 360 Review tasks:

    • “Complete 360 Evaluation task” available for managers
    • “Complete Your 360 Evaluation task” available for employees

    Found on the latest Home Page, for any 360 forms for an employee, manager or raters, there is a card to prompt the user to review and complete the 360 Reviews form in the Performance inbox.

    For You Today Card for 360

    Users can go directly to the 360 review form from this card.

    Calibration

    General Availability – Universal Updates

    There is a universal update for a calibration session.

    Set max rating change span

    In “Manage Calibration Templates”, if your data source is “Performance”, it is now possible to set a maximum rating change span. This setting can be found on the “Advanced” tab.

    Once the span is set, if you make rating changes in the session, the following rules apply:

    • If the rating change made doesn’t exceed the maximum rating change span, the rating will be changed
    • If the rating change exceeds the maximum rating change span, an error message displays and the rating reverts to the original rating.

    Shown below is the Calibration Template “Advanced Settings” tab.

    Set Maximum Rating Change Span

    Continuous Performance Management (CPM)

    There are only admin opt-ins for this release of Continuous Performance Management.

    General Availability – Admin Opt-Ins

    New Qualtrics Survey for Continuous Performance Management

    It is possible to integrate Qualtrics surveys with Continuous Performance Management. This integration allows you to collect feedback from employees after 1:1 sessions with their managers.

    To use this feature:

    • CPM must be enabled
    • Qualtrics license for website and app feedback projects required
    • “Manage Qualtrics Integrations” feature is enabled in Upgrade Center

    The Qualtrics account is used to create the survey and view survey feedback.

    An employee will be prompted to complete the survey. An example is shown below.

    Start Survey within CPM

    The user will see questions to answer.

    Survey Questions

    Once completed, the admin may view the survey feedback.

    Early Adopter – Admin Add -Ins

    Enhanced Achievement Experience for Continuous Performance Management

    This feature is only available if the latest version of CPM is used.

    Achievements can be the default view on the CPM landing page, which enables quick access to achievements. The admin would have to select “Achievements view” as the default on the “Continuous Performance Management Configuration” page. An example is shown below.

    Set Default View

    When a user accesses CPM, the default view will now be the Achievements tab.

    Achievements tab default view

    Feedback Integration with Microsoft Outlook

    Continuous feedback may be enabled from a Microsoft Outlook add-in to make giving feedback easier.

    In order to use this feature:

    • Latest version of CPM must be enabled
    • SAP SuccessFactors user attributes are mapped to Microsoft Active Directory
    • Continuous Feedback outlook integration is enabled and the manifest file downloaded
    • SAP SuccessFactors user attributes mapped to Microsoft Active Directory.

    The employee will see an option to give feedback.

    CPM Feedback within Outlook
    Start Giving Feedback

    The feedback questions display and enable the employee to provide feedback.

    Feedback Questions

    Upon submission, a confirmation message displays. An example is shown below.

    Completion of Providing Feedback

    Depreciation

    Deprecation of 360 Reviews v11 Version

    November 18, 2022 is the end of maintenance for 360 Reviews v11 and will be deleted on May 20, 2023.

    We have now covered the highlights of the PM related updates for 2H 2021. See our blog for 2H 2021 Career Development 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!