SAP SuccessFactors has released new features for your Compensation solution. They can be found in detail here (S-User ID required). Filter on Solution for Compensation to review all the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.
Preview release was on October 28 and production will be released December 9. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. New to the release process? For tips on how to manage a release, check out our blog here.
After reviewing all the changes, we narrowed the list down to the 2H 2022SAP SuccessFactors Compensation Top 5 Features:
Reward Statement Generation Report
Compensation Administrators can now download a csv file that will show which employees had a statement generated for them and which did not.
This feature can be found under the Plan you are generating statements for by navigating to Complete Compensation Cycle –> Reward Statements –> Manage Statement Templates and select the Reward Statement Generation Report icon.
Additional Column Fields with Help Text When Designing Plan Worksheets
Compensation Administrators can now configure help text for up to 50 column fields when designing Compensation, Variable Pay, and Total Compensation templates.
Previously, this was limited to 10 but was extended to allow end users more visibility to useful information describing each column when needed.
Share Option for Advanced Executive Review Filters
Users will now be able to see a Share button that allows the ability to create and use filters that can be shared across the organization.
In order for users to be able to share, Role-Based Permissions need to be updated by navigating to Administrator Permissions –> Manage Compensation and VarPay –> Enable Sharing Executive Review Filters permission.
Prevent Concurrent Mass Update Jobs for Compensation
An error message will show if the Compensation Administrator tries to submit a job that is already running. This applies to:
Update Compensation Forms for Template
Apply Eligibility Rule
This is helpful to provide Compensation Administrators better visibility to the status of pending requests and help prevent data loss.
Display Template ID in the Template Settings Page
The Template ID can now be found on the Settings tab for Compensation, Variable Pay, and Total Compensation Plan templates.
Previously, this information could only be found in Provisioning or by downloading the template and reviewing the xml code.
New minor & major updates in Admin Opt-in Configuration Type
Country Currency Changed to EURO for Croatia
The local currency in Croatia, HRK (Croatian Kuna) will be changed to the euro on January 1, 2023.
Learning Administrators can use various tools to update data due to currency changeover:
Learning connectors
Import Data tool
Admin UI SAP SuccessFactors Learning connectors will enable Learning Administrators to update their data to reflect currency changes
Learning objects with currencies that can be updated using the import tool: • Instructors Learning Administrators can make the rest of their necessary currency changes through the Admin UI. Learning objects with currencies that can be updated using the Admin UI, found under Finance: • Prepaid Accounts • Coupons Learning objects with currencies that can be updated using the Admin UI, found under References -> Physical Resources: • Materials • Custom Resources • Equipment • Facilities • Locations.
Enhanced Course Home
The new Course Home experience now supports items with a classification of Other, such as task checklists. In addition, the following features are supported for all applicable item classifications:
Jam integration
Selection of missing approvers when registering
We also updated behavior for previously released item classifications. For instructor-led training, the class details now display the timezone. For online courses that are launched in a new window, the Refresh after done button no longer displays.
The complete list of supported features by item classification is available on the SAP SuccessFactors Learning Course Home page. A link is provided in the Related Information section at the bottom of this page.
The remaining features required to achieve parity are as follows:
Government reporting
Users with an external shopping cart
Associated competencies
Manager view
Approval comments when registering for a class
If you don’t use one of those features, the new Course Home experience is considered to have parity.
We’re continuing to add functionality to the new Course Home experience because our customers have asked for an updated user experience.
In the current version, setting enableCourseHomeBlended=true provides the new Course Home experience for external courses, online courses, instructor-led training, courses that are instructor-led with online content (blended), and items with a classification of Other. The enableCourseHome setting is no longer available.
Certificate-Based Authentication for Learning APIs (Inbound mTLS)
In order to support this change the security certificate now displays for Technical Adminstrators on the System Administration > Security > Adminstrators > Certificate tab. The certificate information displayed here is only used for SAP Cloud Identity Services API based integrations.
We also added the Learning URL for mTLS communication to the System Administration > Environment page.
We provided certificate-based authentication to support a more secure method for our API integrations.
Custom Field in User Profile for Alternate Microsoft Azure Email Address
Administrators can now add an alternate Microsoft Azure email address to a custom field in the user profile.
We configured the custom fields in user profiles so they now recognize an alternate Microsoft Azure email address. This enhancement ensures attendance is properly processed for virtual time slots where Microsoft Teams is the vendor.
Configuration Requirements
If users have an alternate email address in Microsoft Azure, administrators must provide it in the user profile for Microsoft Teams virtual time slot attendance to be properly processed. You don’t need to provide any additional information if the user’s Microsoft Azure email address matches the one in their SuccessFactors Learning user profile.
You can add an alternate Microsoft Azure email address to any unused custom field in the user profile, but you must use the same custom field in every user profile (Learning AdministrationUsersCustom Fields). For example, if you designate custom field number 10 for one user’s Microsoft Azure email address, you must also use custom field number 10 for the same purpose in all other user profiles.
You need to specify which custom field contains the alternate email address in the VLS configuration for Microsoft Teams (Learning AdministrationSystem AdministrationConfigurationVLS Configuration).
Enhanced Qualtrics Feedback Opportunity for Learning Assignment Completion
In addition to the User ID field , the Learning integration now sends data from the following fields to Qualtrics.
In the current version, Intelligent Services Center automatically submits additional data from Learning to Qualtrics that includes fields such as completion status (to indicate whether the learner passed or failed an assignment). It also sends the Learning Item ID, which allows admins to create surveys for specific courses.
Email Survey Settings for Learning
This integration sends email to employees to obtain feedback through a Qualtrics survey when they complete an assignment in SAP SuccessFactors Learning.
Qualtrics Email Feedback for Learning Completion
Configure SAP SuccessFactors Learning and Intelligent Services to send employee information to Qualtrics, so that you can send employees surveys in email to find out how they feel a Learning assignment they just completed.
Creating this integration requires:
SAP SuccessFactors Learning.
A Qualtrics account that includes a Employee Experience license for Lifecycle projects.
Enabling Intelligent Services.
Enabling Integration Service Registration Center.
You use your Qualtrics account to create surveys and view their results. All the settings to configure the contents and schedule for the email survey are performed in Qualtrics.
To add Qualtrics feedback opportunities, enable and integrate Qualtrics with your SAP SuccessFactors system. Refer to Integrating SAP SuccessFactors with Qualtrics for details.
New minor & major updates in Universal Configuration Type
SuccessFactors Platform Token Server Support for Public Learning APIs
Learning-only users authenticated by Identity Authentication can now use the SuccessFactors platform token server to validate authentication for public APIs.
This enhancement improves API support by enabling user migration from the SuccessFactors Learning token server to the platform token server.
Requesting an Access Token
With a SAML assertion, you can now call API /oauth/token to request an access token for authentication with the API server.
If both instance-level and user-level IP restrictions are set, a user can access these APIs if either condition is met.
The API returns the token type, expiration time in seconds, and the token value you can use to authorize API requests. An access token expires in 24 hours after it’s generated.
Automatic Updates for Learning Assignments and Approvals on the Latest Home Page
Whenever you change the successFactorsLearningEnabled, baseURL, or successFactorsCompanyID settings in the BizX Configuration file, the system triggers a background job to update the learning assignments and learning approvals cards on the latest home page.
If change the integration, the new data may take up to a few hours to update. The cards are updated when the job is completed.
In the current version, when you change the integration, a background job runs automatically to display learning assignments and learning approvals on the latest home page.
Global User ID Display on User Details Page
To have the Global User ID display on the User Details page you need to select the System AdministrationConfigurationEntity ConfigurationSelect EntityUserGlobal User ID checkbox on the Entity Configuration page. This field displays on the User Details page as read-only.
We added the ability to display the Global User ID so you can verify if a user is created in SuccessFactors platform at the same time they are created in Learning.
Learning Integration Status Confirmation
Learning and platform systems are on the same data center. The only exceptions are when the platform tenant is in DC04 and the Learning tenant is in DC08, or when the Learning tenant is a validated tenant.
The existing configuration values on the System Administration > Configuration > System Configuration > BIZX page are valid.
When updating an existing integration, SuccessFactors platform Provisioning has Enable SuccessFactors Learning integration available.
We streamlined the application for clearer usability by enabling you to update the integration configurations in SuccessFactors Learning.
Configuration Requirements
Enable SuccessFactors Learning integration in Provisioning should be enabled only after updating the integration from the Learning Administrator. We added this guardrail to ensure that a currently enabled integration in SuccessFactors platform is not inadvertently changed.
Learning Assessments for Content Packages
You can now select an assessment in the Exam field on the ContentContent PackagesContent TabEdit page. This replaces the legacy exam functionality for content packages that was previously removed. Previous legacy exam associations are preserved, and can be used as a point of reference for new assessment associations.
In SAP SuccessFactors Learning, an assessment is a generic term for measuring users’ understanding or mastery of content. We offer different kinds of assessments for different purposes. When you choose the right assessment, you can do a better job of measuring users’ mastery while doing less work to manage the assessment.
Using Quiz Assessments to Easily Create a Simple Test of Users’ Knowledge
Features of quizzes:
Multiple question types:
True/False
Multiple choice – Single Answer and Multiple Answer
Drag and drop ordering
Fill in the blank (free text)
Translation support with ability for users to take a quiz in their language of preference
Import/Export of quizzes and quiz questions
Feedback to users based on correct/incorrect responses to questions
Pretest and post-test messages for test takers
Reporting on quiz results and usage
Using Exam Assessments to Create Powerful Tests of Users’ Knowledge
Features of Exams:
Exams have all quiz features in terms of support for question types, images, translations, feedback, pretest and posttest messages.
Exam questions are shared among exams. If you create a question in the question library, it can be used in any exam in your system; conversely, exam questions automatically become part of the question library, allowing for centralized question management.
Questions have revisions to keep up with changing standards. For example, if a governing body changes regulations and you need to keep up with the change, you can revise the question to keep pace. We support reporting at the version level.
Question variants test the same knowledge in different ways from user to user (to prevent cheating) or in repeated exam attempts by the same user (to eliminate guessing and ensure learning effectiveness). For example, a question can be asked with a true/false question or with a fill in the blank question.
Objective pools enable testing for specific learning objectives and analyzing learning effectiveness (Kirkpatrick Level 2 Evaluations). For example, you might want to test financial regulations as a whole, but you might also want to know how well users met an ethics objective. This feature, along with variants, enhances the randomization capabilities of exams.
To Learn More
Overall there are 17 items being changed or enhanced in this release for LMS and we didn’t cover every detail here. For more information, What’s New Viewer here.
For your convenience, we’ve summarized the highlights of what’s new for 2H 2022 Onboarding 2.0 below.
New Hire Enhancements
New Hires got enhancements to their email notifications. Welcome emails will now get sent after completing the New Hire Data review step if the onboarding process is restarted after onboarding initiation but before New Hire Data Review. Before the email never got sent in this scenario (oops!) There’s also new tokens for Legal Entity and Position available for email notifications.
There’s also now a new guided experience for onboarding in SuccessFactors Work Zone. Admins can configure an experience based on the 3 phases of “Before Your First Day”, “Your First Day”, and “Your First Three Months”.
Hiring Manager / Admin Enhancements
The Onboarding Dashboard (New) has been improved with multiple new UI enhancements. For example you can now view contact information of new hires and hiring managers by clicking the business card icons next to their names. Also, notification badges now let you more easily scan how many tasks you have for a particular category. The status shown for each onboarding task is now an interactive button that can take you to the task details page to complete the task. Also, instead of a “View Details” button for each row of data, there is now a > which takes you to the task details page.
Admins can also now preview what a new hire’s data will look like in a form by using a new “Document Template Mapping Preview” MDF object. This allows you to better troubleshoot issues with the onboarding user’s data. You can see in the screenshot below that the incoming data shows as an XML to further help troubleshoot this data:
The UI of the Onboarding General Settings screen and how responsible groups work got enhancements as well. Now, all responsible groups can be displayed – when more than 10 groups are created a “More” option appears to view the extras. Responsible groups can now also be searched by ID or name and sorted by name. Up to 200 people from roles, static users, or dynamic groups can be added to a single responsible group.
It is also important to note that DocuSign has switch to OAuth – so if you use DocuSign for Onboarding or recruiting, you’ll need to update your authentication method (no more basic authentication!). Do this before March 31, 2023!
Croatian Currency will change to the Euro on January 1, 2023
General Process Enhancements / Behind The Scenes Enhancements
At its core, an onboarding system is designed to streamline the onboarding process and make sure accurate data is flowing into the HRIS and other systems to that the new employee’s onboarding and day 1 experience is successful, productive, and easy. We can definitely seem some enhancements that speak to this greater goal in this release!
One helpful process enhancement is that when you complete the New Hire Data Review, it no longer triggers the follow up processes in position such as adapt hierarchy, adapt the to-be-hired status on the position, reclassify or transfer positions, and job relationship sync. Instead this only occurs after hire completion in manage pending hires. I can see where this makes more sense to push down stream in the process and will help data integrity – you generally wouldn’t want to make these kinds of changes until the actual hire (e.g. avoids situations where you’ve changed position data and the person is a no show or the hire is never finally made).
Another helpful process change is that you can now rehire with old employment data within the manage pending hires tool. This is setup for admin users by adding the corresponding permission to their permission role(s).
Data validation also got multiple enhancements. For example, the onChange and onSave events in Employee Central can now access Employment_Info, Comp_Info, Job_Relations_Info, Pay_Component_Recurring, and Pay_Component_NonRecurring. This is great for example if someone is crossboarding and needs to update these entities and trigger subsequent system actions. Another example is that redundant job relationship entries when the job relationship is passed from recruiting to onboarding. You also no longer have to pass dummy data from Recruiting to Onboarding in order to retain original values for dates like original start date, hire date, service date, etc. Country-specific field mappings can also now occur when data is passed from recruiting to onboarding. All of these new data integrity enhancements are activated by turning on the “Enable Enhanced Internal Hire Process” switch on the “Onboarding General Settings” screen.
Cancelling an onboarding process also got simplified. The errors shown when a cancellation is requested are more clear now and less permissions are required in order to be able to cancel (e.g. previously this required OData permissions).
The ability to rehire using old employment data is now generally available (was previously just an early adopter feature).
Integrations / APIs
There is a new helpful field called “isRehireOnOldEmployment” in the createOnboardee OData API function import. The idea is that this field identifies if the person is a rehire so that the system tries to find the old employment record which will then be activated. By exposing this to the apis it allows external ATS systems to use the rehire functionality and not just SuccessFactors Recruiting.
There’s also a new getUserNameOfNewlyHiredEmployee API that gets the username of the of the onboarding new hire. This is a great function in my opinion! Many times the benefit of an onboarding system is that it can allow a new username to be setup and shared across systems so that access to multiple systems is ready to go on day one. Given that the HRIS system is often the system of record for the username, it makes a lot of sense to use this API to provision users across multiple third party systems.
Conclusion
The SAP SuccessFactors Onboarding product continues to grow and become increasingly more robust! This does not represent all of the enhancements in the H2 2021 release – only the highlights we found most compelling. Check out the What’s New Viewer here for the complete list of enhancements.
See this great article for useful information on how to prepare for a SAP SuccessFactors Regular Release.
For your convenience, we’ve summarized the highlights of what’s new for 2H 2022 Succession and Career Development below.
Succession
On the Succession side of the house, the Succession Org Chart and position tiles received a functional enhancement to now be able to show the Job Title, Job Level, and Department in the header of the position tile. The options to turn these on is in the Org Chart Configuration screen in admin tools.
Enhancements to Calibration
There have been multiple enhancements to calibration sessions that impact Performance as well as Succession and Development. Specifically, you can now remove subjects from all calibration sessions where before you could only remove from inactive or setup statuses.
Additionally, there’s been enhancements to the enforcement of distribution guidelines so that more guidelines enforcement scenarios are supported when more than one session is finalized at a time. Specifically, you can now include more than one rating in the guideline, you can use operators other than “=”, and not all ratings may have a guideline. Before, these were only supported when you finalized sessions individually.
Reporting
Multiple new options are available in reporting on the Succession and development modules as well. The Career Worksheet is now available in Story Reports.
Mentoring data is also available now for Story Reports and Cross Domain Table Reports. This can be helpful for example if you wanted to cross domains of employee profile with mentoring to see which departments have mentors and mentees and which do not.
Career Development
SAP continues to catch up the old features of the old development module with the new look and feel.
Development Goals
For example, you can now copy goals from an old plan again. The comments feature is also now available in the latest goal management on the goal details page. In addition to Development Goals, this feature is also available for performance and 360 forms. To use this, you must add the comments field in the XML.
Career Worksheet and Career Explorer
The Career Worksheet now visually shows the gaps between target and actual competency levels for a role.
The career explorer is also generally available now with AI powered recommendations. It provides a hierarchy career path that allows for recommendations the employee may not have thought of pursuing based on career moves of people similar to them and/or roles from outside their hierarchy. The feature can also be a data source for the new opportunity marketplace.
You can also see why the system made such recommendations:
Mentoring
You can now add Country/Region as a matching category criteria for mentors and mentees. This option comes available so long as you have the country/region standard field setup in your data model.
Wrap Up
We have now covered the highlights of the Succession and Career Development related updates for 2H 2022.
Highlights are identified by module and the type of change.
Universal- for modules enabled, universal means no steps are required to have access to the new functionality. These features are automatically made available.
Admin Opt-In – the admin must enable the new feature, usually in Admin Tools
Admin Opt-Out – the admin must disable the new feature, usually in Admin Tools
Provisioning Opt-In and Opt-Out require a Partner or Product Support request For your convenience, we’ve summarized the highlights of what’s new for 2H 2022 Performance Management below.
Latest Goal Management
The updates are for the latest Goal Management are admin opt-ins. The new features are described below. These features are also now available in iOS and Android mobile apps.
General Availability – Admin Opt-Ins
Copy Goals from Goal Plans using the latest Goal Management
Users can now copy personal goals from their own goal plans as a new option to create goals.
Requirements to use this feature include:
The TGM/CDP Goal Transfer Wizard feature is enabled
The create permission is granted in XML configurations
The write permission for goal fields is granted
Leave Comments on Goals when using the latest Goal Management
Users can now add, edit, or delete comments on their own goals or those of their direct reports. In legacy Goal Management, comments are shown in the goal list or on the goal editing page.
Copy form Goal Plan
In the latest Goal Management, the updated comment feature is supported and comments are shown on the goal details page.
Comments Section on Goal Details
Comments can also be managed in Performance Management forms, 360 Reviews forms, and Career Development.
Team Goals Now Available when using the latest Goal Management
Users can now create, manage, and be assigned team goals in the latest Goal Management.
Users may:
Create, edit, or delete team goals
Access team goals from their own goal plan
Assign/unassign team goals to people from their team or people found via search
Share/unshare team goal ownership with others
If configured, users can manage team goals assigned to them in Continuous Performance Management.
Team Goal Landing Page
Users can also manage team goals assigned to them in Performance Management forms, 360 Reviews forms, and Continuous Performance Management.
Group Goals are no longer supported.
These new features are available in iOS and Android Mobile Apps as well.
Performance Management
The majority of the performance management updates involve Multi-Rater 360 forms and Calibration. However there are a few goal and performance related updates that we will begin with.
General Availability – Universal Updates
SMART Goal Wizard not available when using the latest Goal Management
It will not be possible to use the SMART Goal Wizard when adding a goal to a performance form. This feature currently is not supported. Even if you enable the SMART Goal Wizard setting in Form Template Settings this option will not appear when adding a goal.
Enhanced OData Entities for Querying Development Goal Sections on Forms
You can now use APIs to query development goal sections and goal items on Performance Management forms. The FormContent, FormPMReviewContentDetail, FormObjective, FormObjectiveDetails, and FormObjectiveSection APIs. Previously these APIs were used to query performance goal sections and goal items only
General Availability – Admin Opt-In
Confirmation prior to Sending Forms
When users send a form, a message popup appears and allows them to confirm the action.
In the advanced settings for the template, there will be a new option to enable the new experience as seen below.
New Setting Available
A pop-up will appear for a user that is sending a form back or forward a step to allows the user to confirm the action. It is also applicable when signing a form, rejecting form or sending a copy of a completed form.
In the route map on the form, clicking Actions in the current step, will display a dropdown list.
Actions on Route Step
Selecting the action will cause a pop-up to display.
Confirmation Pop-up
Continuous Performance Management
General Availability – Universal
Updated Character Count for Continuous Feedback Topic Field
In the previous version, when users chose the “send” button on a form, a confirmation page appeared.
The character count for the Continuous Feedback topic field to 200 characters.
Replacement of Continuous Performance Management Legacy Version with the Continuous Performance Management Latest Version
The legacy version of Continuous Performance Management (CPM) will reach End of Maintenance on May 20, 2022 and will be retired as of May 24, 2024. The replacement is the latest version of CPM, initially released in 2H 2020, that is currently available in the Upgrade Center. If no action is taken, your company will be automatically upgraded to the latest version after the retirement date.
General Availability – Admin Opt-Ins
New Quick Action to Give Feedback on the Latest Home Page
Employees can now choose to Give Feedback from the Quick Actions section on the latest home page.When the Give Feedback is selected, the user can search and select one person, input a topic, and provide feedback to the other user.
Give Feedback from Quick Actions
Once selected, the user may select the person, feedback topic, and questions.
Selections for Feedback
OData v4 API Continuous Feedback for the Latest Version of Continuous Performance Management
You can now use the Continuous Feedback OData v4 API with the latest version of Continuous Performance Management.
The OData v4 API for Continuous Feedback has been added to support third-party integrations and extensions for the latest version of Continuous Performance Management (CPM).
Calibration
General Availability – Universal
Remove Subjects from Calibration Sessions
There is a new admin tool, Remove Subjects from Calibration Sessions, used to search for the sessions where an employee has been included as a calibration subject.
When the employee is included in many sessions, you narrow down the search results by selecting a calibration template name. Then, only the sessions created with the specified template are listed.
Remove Subjects from Calibration Sessions
General Availability – Admin Opt-In
More Gender Values in Calibration Views
Male and Female were supported for visualization in Calibration Views. Now there are the other three standard values: Unknown, Undeclared, and Others.
The gender icon is displayed next to the employee’s name. When the gender of an employee hasn’t been specified in the system yet, it will be indicated as No Selection.
Gender Icons
The gender bars in the matrix grid view are now rendered in different colors:
Male: Violet
Female: Green
Undeclared: Blue
Unknown: Dark Blue
Others: Red
No Selection: Grey
Matrix Grid View
Enhancement to Guidelines Enforcement During Mass Finalization
There are more guidelines enforcement scenarios that are supported when you finalize multiple sessions at one time.
More than one rating is included in a guideline defined with a rating group
An operator other than “=” is configured in a guideline defined with a rating range
Not all ratings have a guideline
No longer are guidelines enforced only when finalizing an individual calibration session. With the latest release, multiple sessions can be finalized as long the distribution of subjects doesn’t meet one of the above-mentioned definitions. Distributions would need to be adjusted in order to finalize all of the sessions.
Previously, these guidelines were enforced only when you finalized individual sessions.
360 Reviews
There are several updates for 360 Reviews. Highlights are described below.
General Availability – Universal
Hide Route Map on 360 Reviews Forms
Similar to PM forms, a route map may be collapsed on the form.
This is done through the advanced settings of the 360 Review template by selecting “Hide Route Map on the Form”. Once enabled, when viewing the form, clicking on Hide Route Map will hide the route map from view on the form.
Visible Route Map
Clicking on Hide Route Map will collapse the route map from view on the form.
Click Show Route Map
Hidden Route Map
Required Fields Marked on 360 Reviews Forms
Fields defined as required are now identified with red asterisks on forms in the Evaluation stage. This now matches how required fields display in PM forms.
Updated Messages for Users Approving or Routing Forms Using Unsupported Tools
In the Approve Form or Route Signature Stage Form tool, once users enter document IDs and chose the buttons to approve or route forms, they weren’t informed that these tools don’t work for 360 Reviews forms.
Now if a user tries to approve or route 360 Reviews forms using unsupported tools in Admin Center, a message will display reminding them that these tools aren’t supported and are shown the correct tool to use.
Messaging when Routing using Unsupported Tools
“competency-filter” Attribute Supported in 360 Reviews Forms
The competency-filter attribute can be used to control what competencies users from different participant categories can view and rate on 360 Reviews.
Within the meta-cat element in the meta section of the form XML, define different participant categories in order to:
After the form is launched, in the Show Assignments dialog, participants belonging to the categories allowed to rate a competency are automatically selected for that competency. However, users can still select any competencies for a participant that weren’t initially included in the competency-filter defined for the participant’s category.
If a participant’s category is changed in the Modify stage, the participant’s competency assignment will be automatically updated to comply with the new category’s competency-filter.
If a participant is added in the Evaluation stage, the participant’s competency assignment will follow the competency-filter defined for the participant’s category.
If a competency is added to the form, filters including or not including this competency will apply to related competency assignments.
Disable Page Setup When Printing 360 Reviews Forms
It is now possible to prevent a user from specifying to print the Summary View or 360 Executive Review form. Instead the form will be printed in its entirety.
In Form Template Settings there is a new option – Disable Page Setup. When enabled, users aren’t allowed to specify the sections to print and the entire form will print.
Print Setup without Section Option
Show Behaviors in Summary Section by Enabling Rate-by-Behavior
When behaviors are associated with competencies, it is now possible to show behavior names and ratings in the Summary section.
To enable rate-by-behavior, set use-behavior to true and behavior-mode-opt to 0. In the Summary section, add the show-behaviors-in-summary element.
Purge Data of External Users in 360 Reviews
There is a new purge request, DRTM 360 Reviews – External User Purge used to delete data of external users no longer needed in 360 Reviews forms.
The External User Purge for 360 Reviews can be defined by the following purge rules.
A specified number of days have passed since the user declined a form
A specified number of days have passed since the user submitted a form
A specified number of days have passed and the user hasn’t responded to a form
A specified number of days have passed since the user who has never been involved in any form was added to the system
To successfully purge a user’s data who has multiple 360 Reviews forms, each form must satisfy one of the first three criteria.
360 Reviews External User Purge Request
Deprecation of 360 Reviews v11 Version
The 360 Reviews v11 version will reach the end of maintenance on May 19, 2023 and will be deleted on November 17, 2023.
360 Reviews v11 Version is being depreciated because 360 Reviews – SAP Fiori Version is generally available and includes the majority of features and functions that were available in 360 Reviews v11. In addition the SAP Fiori version has an enhanced user experience and updated visualizations.
If you’re using 360 Reviews v11 Version, please migrate to 360 Reviews – SAP Fiori Version.
Career Development
There are a few universal updates for Career Development that are reviewed below.
Career Worksheet – General Availability – Universal
Enhanced Competency Gap Graph in Career Worksheet
Previously, the gap graph was shown only when a competency had both a last rating and expected rating. With the latest release, if a competency has either a last rating or expected rating, a horizontal bar graph for ratings is shown below the competency.
In the example below, the competency has an expected rating shown in blue with no last rating.
Gap Graph
In the previous version, no horizontal bar graph was available if both ratings were not available.
Career Worksheet – General Availability – Admin Opt-Ins
Career Explorer Now Generally Available
Previously, Career Explorer was only available for customers in an Early Adopter Care (EAC) program. It is now generally available.
Career Explorer recommends career opportunities to employees based on the career paths of people who are similar to them in the organization. It provides a means for employees to find relevant opportunities in their organization outside their hierarchy, career moves of people who are similar and paths that they may not have considered.
For a recommended role, an employee can expand the card to see a career path in a lineage chart and view job profiles and recommendation reasons. The role may be added to Career Worksheet to do gap analysis for personal skills, or dislike the role to further personalize subsequent recommendations.
Recommended roles are refreshed every two weeks or when there are enough delta changes to the data. This allows employees to visit the Career Explorer page regularly to explore new recommendations.
Career Explorer Page
Mentoring – General Availability – Universal
Country/Region Picklist Available for Mentoring Matching Questions
A “Country/Region” picklist is now available in the question category to use for automatic matching. Matching rules can be created to allow mentees to define their preferred country/region when signing up for a program, and mentors’ country/region information is pulled from their profile data.
Country/Region Picklist for Mentoring
Mentoring Program Available in Cross Domain Table Reports
Mentoring Program is now available as a domain in Cross Domain reports in Table reports. This can be used with Performance Management, Goal Management and Employee Profile domains to gather mentoring program related data.
In Conclusion
We have now covered the highlights of the PM related updates for 2H 2022.
SAP SuccessFactors has some exciting new features for your Compensation solution. They can be found in detail here (S-User ID required). Filter on Solution for Compensation to review all the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.
As a reminder, preview release was on April 15 and production will be released May 20. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. New to the release process? For tips on how to manage a release, check out our blog here.
After reviewing all the changes, we narrowed the list down to the Highlights for H1 2022SAP SuccessFactors Compensation Features:
Help Text for Column Fields When Designing Plan Worksheets
Info icons can be added to provide additional details to managers as they are completing their planning.
There’s a maximum of 10 fields with help text per template and these can be configured in multiple languages.
Example of info icon being used to explain further what the column is showing
Mass Upload of Spot Awards
An administrator can download a CSV file for a mass upload of awards for Reward and Recognition that contains multiple award programs with multiple nominees.
No approval permission process is provided, the mass upload assumes approval.
Spot Awards can be uploaded in mass
Role-Based Access to Compensation Lookup Tables
Currently an administrator is allowed access to all lookup tables. Permissions can now be set to limit access to specific lookup tables.
Role-based permissions need to be configured to select which tables the role can access.
Enable Role-Based Permissions for Lookup Tables is now available under Company Settings
Plans List in Compensation Home Filtered by Template Type
Compensation Administrators on the Compensation Home view can now search and see results for Compensation, Total Compensation Plan, or Variable Pay plans.
Searching for plan can now be done by template type
New Filter Options for Compensation Plans
In Executive Reviews, planners now have the option to apply Employee Name and Comp Rating filters to their compensation plan.
Employee Name and Compensation Rating have been added to filter options in Executive Review
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 your convenience, we’ve summarized the highlights of what’s new for 1H 2022 Onboarding below.
Overview
In this update we see SAP continuing to streamline the onboarding experience. From helpful to-do tasks and a few features that help smooth out the rehire process, SAP continues to pay more attention to details now that the latest onboarding product has begun to stabilize. We’ve divided up the new functionality in the latest release into 3 sections based on who is using the system and their visibility to the updates: “Onboarding Experience”, “Admin Updates”, and “System Updates”.
Onboarding Experience
In this section, we cover updates that are visible to new hires /rehires/managers/HR or affect their perceived onboarding experience. First, the Latest Home Page now shows 3 cards in the “For You Today” section relevant for Onboarding Tasks. The cards are “Data Review”, “Manager Activities” and “Compliance”. An example is shown below:
Example of 3 cards in the “For You Today” section of the Latest Home Page
Within the “Data Review” card, users will see the “Review New Hire Data”, “Review Offboarding Data” and “Complete Rehire Verification” tasks. Within the “Compliance” card, users will see the “Complete Form I-9” and “Complete Form I-9 Signature” tasks. Within the “Manager Activities” card, users will see the “Set Goals for New Hires”, “Recommend Links for New Hires”, “Write Welcome Message”, “Assign a Buddy”, “Schedule Onboarding Meetings”, “Recommend People for New Hires”, “Prepare for New Hire’s Day 1″, Update New Hire’s Day 1 Locations”, “Request Equipment for New Hires” and “E-Sign Employee Documents” tasks for Onboarding. Also within the “Manager Activities card, users will see the “Announce Termination to Coworkers”, “Write Farewell Message”, “Create Knowledge Transfer Plan”, “Complete Knowledge Transfer”, “List Assets to Return”, “Schedule Offboarding Meetings”, “Track Return of Assets”, and “E-Sign Employee Documents” tasks related to Offboarding. This allows for quick access for managers and employees/new hires to complete their needed tasks.
In this section, we cover those updates most relevant to system or HR admins. First is an update to the rehire process. Rehire can be a painful process if you don’t catch the fact that someone is a rehire during the recruiting and onboarding process. Not identifying a rehire properly can lead to miscalculation of benefits, giving away new hire bonuses unjustly, or even hiring blacklisted candidates mistakenly. This functionality helps fix just that problem! Now, when you use onboarding with SAP SuccessFactors recruiting, the system can automatically choose matching profiles as shown in the screenshot below.
Image of Employment Record Match and Selection during Onboarding Process
This feature can be turned on using the switch on the “Onboarding General Settings” page as shown in the screenshot below:
Onboarding General Settings Page showing where Rehire Settings can be updated
Additionally on the latest home page, users can now view an onboarding guide that includes onboarding meetings organized by their managers and orientation meetings organized by their HR admins.
Screenshot of “For You Today” section on the Latest Home Page as well as View Onboarding Meetings within Your Onboarding Guide
There also now more compliance forms available for end users to fill out including the Starter Checklist for the Welch locale for the UK, the CC-305 Voluntary Self-Identification of Disability for the USA, DR 0004 Colorado Employee Withholding Certificate for the USA, and the WI – 221 Nonresident Military Spouse Withholding Exemption for the USA.
System Updates
In this section, we briefly cover items that the system handles automatically or are less visible to general users and admins. First, with the SAP Master Data Integration, workforce integration now replicates rehired employees only after manage pending hire is completed (before manage pending hire didn’t have to be completed). This allows for better data integrity so that only needed employees are sent to SAP Master data.
Secondly, the Compliance Metadata Sync, Onboarding Process Closure, and Where to Go Sync jobs have been decoupled from one job into three. This allows for better troubleshooting and more precise issue correction when one of the individual jobs fails and/or needs to be re-run. These jobs exist in provisioning so this update is transparent to all users except partners and SAP.
Wrap Up
From new cards on the homepage and simplified authentication to a simplified rehire process, we continue to see SAP making the onboarding process more smooth for all types of hires as well as HR and System Admins!
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.
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 Datecolumn 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.
SAP SuccessFactors has released new features for your overall Compensation solution. They can be found in detail here (S-User ID required). Filter on Solutions for Compensation to review all the latest changes. Under the Description for each, you can click on ‘See More’ to see screenshots and detailed information.
As a reminder, preview release was on October 15 and production will be released November 19. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog here. New to the release process? For tips on how to manage a release, check out our blog here.
After reviewing all the changes, I narrowed the list down to the Highlights for H2 2021Compensation:
1. Create Benchmarking Ranges and Color Values for Compensation Plans Using Display Settings
Compensation administrators can now update benchmark ranges and color settings for Compa-Ratio and Range Penetration in the compensation plan template under Display Settings.
Previously this was done in XML.
Additional settings have been added to allow Compensation Administrators to make changes via configuration
2. Enhanced Default Sorting by Employee Name for Compensation Plan Worksheets
There is now a new setting for sorting of employee names by First Name or Last Name as well as by Ascending or Descending order.
This allows end users to be able to find employees more easily.
Additional settings have been added to enhance usability
3. Enhanced Ability to Add Newly Eligible Employees to Compensation Worksheets
Users can now update settings to add eligible employees, not just new hires, to worksheets for a compensation plan.
These selections must be made on both the Update all worksheets settings and the Update a specific worksheet settings.
Both checkboxes should be selected for updating new hires as well as those newly eligible
4. Guidelines Using Entered or Calculated Values for Compensation Planning
Calculated or editable fields defined in the Design Worksheet can now be used as attributes for Guideline tables in Compensation, Variable Pay, and Total Compensation Plan templates.
This is very helpful for when customers have specific guidelines they wish to use that would have otherwise been difficult to incorporate via a workaround.
Custom columns can be created and then used as part of guideline configuration
5. Show Compensation Recommendations Outside of Guidelines or Salary Range by Using a Filter in Executive Review
Compensation planners can create a filter showing employees with compensation recommendations that are outside of guidelines or salary ranges.
This is now a standard option that doesn’t require any additional configuration.
Filter can be set to show all employees, show only employees within guidelines, or show only employees outside of guidelines
6. Improved Collaboration for Planners in Updating Worksheets
Save & Close button was added to allow easier collaboration for planners updating the same worksheet.
In the previous version, although a planner chose Save to save the updates made to the worksheet, the worksheet remained inaccessible to the other planners until the current planner exited the worksheet.
Save & Close button has been added to allow less restrictions for multiple planners on same worksheet
7. Define Population Views Using Manage Advanced Executive Review Filters
Compensation Administrators can now turn off Executive Review filters that are not relevant to their company.
Some of these additional filters were confusing to end users as they were not being used.
Filters can now be turned off via Company Settings – Manage Advanced Executive Review Filters
8. Enabling Bulk Print Feature in Specific Compensation Plans for Executive Review
Compensation Administrators can now set Enable Bulk Print in Executive Review from Plan Setup in the Settings page.
This change allows for plan specific control over bulk printing.
Enable Bulk Print in Executive Review checkbox is now found under plan specific Settings – General Settings
9. Integration of My Jobs Window for Bulk Print Statements in Executive Review
Users can now view the status and download Bulk Print statements from the My Jobs window that is now integrated with the Executive Review page.
Choosing Check print job status from this window redirects you to the Reporting – Report Center – View Schedules – My Jobs page.
Users now have an easier time navigating and find statements that were bulk printed
10. Publish Report for Detailed Logs on Compensation Publish to Employee Central
Compensation Administrators can now create a detailed report of the publishing status logs for employees and identify the issues during the publishing process for a given template.
The report is available in the Complete Compensation Cycle – Publish Data – Employee Central Publish Report area of the compensation plan.
To view report, Administrator – Manage Compensation – View Employee Central Publish Report permission has to be set in role-based permissions
Worklogix Blog 