SAP SuccessFactors 1H 2023 What’s New in People Analytics / Reporting

SAP SuccessFactors has released new features for your People Analytics solution. They can be found in detail here (S-User ID required).  Filter on Solution for People Analytics 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 available on April 28 with the production release scheduled for June 2. 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 of the changes in this release, we narrowed the list down to the 1H 2023 SAP SuccessFactors People Analytics Top 3 Features:

  • Availability of Optimized View Mode in Story Reports
    • Users can now see an optimized story experience in the visualization of Story reports.
    • The optimized view mode is automatically enabled in the new stories that are built using the optimized design mode. Existing stories can be duplicated and then the optimized view mode can be enabled in the copied version.
Undo and Redo functionality lets users reverse or restore actions in Story reports
  • Optimized Loading Time for Workforce Analytics Reports
    • Load time has been reduced for Workforce Analytics reports since the widgets now appear on the screen as they are ready.
    • Previously, the screen would not render until all widgets were ready to view.
  • Dynamic Teams Data Available in Story Reports
    • Users can create a Story report with new data from Dynamic Team, Dynamic Team Member, Objective, Objective Status, Key Result, Key Result Comment, or Key Result Contributor.
    • After necessary role based permissions are setup, users can report on the usage of Dynamic Teams across the organization.
Dynamic Teams can now be added in the Query Designer

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 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 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 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 Compensation

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 2022 SAP 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.

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.

2H 2022 SAP SuccessFactors Learning Management System Updates

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 Administration  Users  Custom 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 Administration  System Administration  Configuration  VLS 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 Administration  Configuration  Entity Configuration  Select Entity  User  Global 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 AdministrationConfigurationSystem ConfigurationBIZX 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 Content  Content Packages  Content Tab  Edit 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.

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

What’s New in SuccessFactors Onboarding 2.0 H2 2022

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 9th. 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 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.

Country Specific / Compliance Form Updates

There continues to been large numbers of compliance form updates in the system – so many in fact that SAP will stop tracking these individually in the What’s New Viewer. You can now look these up in a new location here: https://help.sap.com/docs/SAP_SUCCESSFACTORS_ONBOARDING/d099b9437bda4e8aa965c3591c282d83/88a5dd3b98e34ea9ab28e27d2c4362ee.html

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.

Contact info@worklogix.com for any assistance supporting and implementing your SAP SuccessFactors Modules, or download our support services brochure.

SAP SuccessFactors 2H 2022 What’s New in Succession and Career Development

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 9th. 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 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.

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 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 Compensation

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 2022 SAP 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

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.