Worklogix Blog

Tag: Release Updates

  • Highlights of SAP SuccessFactors Career Development for 2H 2024

    Learn what’s currently available for Career Development with the 2H 2024 SAP SuccessFactors Release.

    For greater details, you can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

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

    Enhancement to latest Development Goals

    Users can now view audit history for custom learning activities linked to development goals. Certificates may be uploaded to custom learning activities as well.

    Adding or editing a custom learning activity generates an audit history record. The learning activity history shows the type of change, the date of the change, the before and after values of any changed fields, and who made the change. However, a custom learning activity linked to a development goal is not logged in the learning activity’s audit history.

    Linked Learning Activity History

    Users can upload certificates to a completed custom learning activity, providing the Certifications field is configured in the learning activity template.

    View and Upload Certificates

    Prevent Removal of Learning Activities from completed Development Goals

    In the latest version of Development Goals, it is now possible to prevent users from removing learning activities after their development goals are completed.

    In the General Settings of the development goal plan templates in Manage Templates, you will now see an option to prevent the removal of learning activities from completed development goals.

    Prevent Learning Activity Removal in Manage Templates

    Updates for Career Worksheet

    Allow More Roles to Launch Role Readiness Forms in Career Worksheet

    If you are still using the legacy version of Career Worksheet, the template can now be configured to allow more roles to launch the Role Readiness form. Up until now, only an employee could launch the form for themselves.

    Launching Role Readiness Form

    The <permission for=”launch-assessment-form”> setting has to be added in the Career Worksheet template with the roles identified that can launch the Role Readiness form.

    Minor Visual Changes for Career Explorer

    There are some visual updates made for Career Explorer that are shown below.

    The messages on the page description has been enhanced.

    Page Description Messages
    • The Remove Role button is now labeled Not Interested and is now located in the more actions list on the role card.
    • If there is no job role linked to a job code, the info icon on the role card has been changed to a warning icon, and the tooltip has been changed to There’s no job role linked to this recommended job code, so you can’t view job profile or add it as a target role.
    • If there is no job profile defined for a job role, the message is: No job profile is available for this job role. However, users can still add the role as a target role in the View Job Profile dialog.
    Text Changes for Career Explorer

    Explore Recommended Roles in latest Career Worksheet

    Users can now see recommended roles in both card and chart views.

    In Growth Portfolio, select Explore Career Options which opens a page of recommendations.

    Career Explorer

    The page has four sections which are shown below.

    Top Matches – the systems suggests matches based on:

    • Skill and attribute ratings
    • Skills and attributes that are associated with a core or critical tag in Growth Portfolio or marked as Passionate

    Next Career Move – displays the next role in the Career Path

    Trending Roles – suggests roles with open positions

    Roles of People Like You – suggests roles from Career Explorer, if enabled

    View More Role Information in latest Career Worksheet

    In the latest Career Worksheet, employees have greater visibility into their current, target and recommended roles. Information about job family, incumbents, and organizational career paths are now available.

    On the Growth Portfolio page, there is a Roles and Aspirations section where job family information is displayed.

    Roles and Aspirations section of Growth Portfolio

    On the Role Details page, this information is also available. Here they can also view the number of current employees in the About This Role section. A list of employees in this role displays when the user clicks on the [Number] Employees in This Role. If there are more than 20 employees, users can choose A View All option that appears and the entire list is shown on the Directory Search page.

    Role Details page

    Similar to the legacy Career Worksheet, the latest version now also allows the user to choose a career path, select a role card and see the details page of the selected role. A role’s peer roles can also be seen through the role card.

    Roles Cards in a Career Path

    Navigate Career Path

    A chart view of recommended roles can be seen by selecting Navigate Career Paths on the Explore Career Options page.

    Navigate Career Paths

    The employee’s current role is the starting point. Recommended roles include organizational path roles from organizational career paths and personalized path roles that are tightly match with the employee.

    There are organizational path and personal path role cards. The organizational path role cards show details on peer roles. The personalized path cards show why certain roles were recommended for them. Recommendation reasons can include same job family, popular role, progression role or open position.

    The view also allows switching between current roles. For employees with more than one current role, they may select any of those roles to see the recommendations for that role.

    Updates for Mentoring

    There are some new features for Mentoring as well.

    Manage Administrator Permissions for Mentoring Programs

    It is now possible to limit which administrators can manage specific mentoring programs. Go to Manage Mentoring Programs. Within the Administrator Permission Configuration, select a mentoring program and the identify the target administrators who can manage it.

    Mentoring Program Admin Permissions

    Change Participants in In-Progress Mentoring Programs

    Program participants for in-progress open enrollment and unsupervised programs may now be added or removed by the mentoring admin or mentoring program owner.

    Remove mentors from mentoring program

    Mentors and mentees may also be added to in-progress unsupervised programs.

    Mentoring Matched Date Now Available in Reporting

    It is now possible to report on the matched date for mentors and mentees in mentoring programs in Table and Story reports. This is helpful to report on the duration of mentoring relationships.

    Mentoring Notification Cards Available in Microsoft Teams

    If you are using the integration of SAP SuccessFactors and Microsoft 365, there are two new Mentoring notification card available for users.

    Mentors are notified to approve or decline employee requests to be a mentor. Mentoring requests from a mentee can also received by a potential mentor.

    Mentoring Notification Cards

    Updates for AI

    AI-Assisted Career Highlights

    With the latest Development Goal and AI enabled, employees can see development actions they can take towards their target role.

    Using the Generate button on the Boost your career with AI-powered insights! section of a target role’s details page you will see:

    • Summary which gives an overview of the employee’s current role and target role
    • Suggestions for Improvement which identifies three growth areas for skills and career development with suggestions for:
      • Skills and attributes in the category
      • Keywords of learning courses
      • Ideal mentor’s position
      • Suggested development goal with the ability to create a development goal
    AI Powered Insights

    Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

  • Highlights of SAP SuccessFactors Calibration for 2H 2024

    Learn what’s currently available for Calibration with the 2H 2024 SAP SuccessFactors Release.

    For greater details, you can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

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

    Export Calibration Sessions to an XLSX File

    Before the latest release, a calibration sessions could only be exported to an XLS file with 256 columns. Now a session can be exported to a XLSX file which supports up to 16,384 columns.

    Set Numerical Distribution for Calibration Templates

    Previously, distribution guidelines for ratings were percentage-based only. Now numerical distribution rating guidelines can also be set up in Calibration templates. A target number of subjects may be specified for each rating.

    Numerical and percentage distribution guidelines in the Data tab of the calibration template under Admin Center >Manage Calibration Templates.

    Setting Distribution Guidelines

    Things to note about numerical guidelines:

    • Numerical and percentage-based guidelines can be set for the same rating with the numerical guideline taking priority.
    • Several numerical distribution guidelines can be set for a rating, but for the same total number of subjects, you can have only one guideline.
    • In each numeric guideline, a range may be set or the “equal” operator may be used
    Numerical Distribution Operators
    Numerical Distribution Guidelines

    When templates have identical rating types and scales, the configured distribution guidelines can be retained during template switching.

    New Setting for Configuring Autosave

    There is a new setting in the Manage Calibration Settings admin tool called Enable Autosave.

    Enable Autosave

    Changes made in a Calibration session are automatically saved after 30 seconds of inactivity. If this feature is disabled, users need to manually save any unsaved changes.

    Turn Off Email Notification for Rating Changes during Session Finalization

    It is now possible to turn off an the email notification Notify Calibration Rating Changes during Session Finalization.

    When disabled, managers will no longer receive emails about changes to their employees’ ratings after sessions are finalized.

    This setting is found under Admin Center>Email Notification Templates Settings.

    Disable Rating Change Notification

    Background Information Displayed for Concurrent Employment in Talent Card

    Previously in a calibration session when viewing the talent card for employees with concurrent employments, only background information related to the corresponding user ID was shown. The background information was displayed based on persons for global assignment, but based on users for concurrent employment.

    Now the background information is displayed based on persons for both concurrent employment and global assignment. The talent card now displays all records of background information about a person under each employment.

    Latest View of Talent Cards

    Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

  • Highlights of SAP SuccessFactors 360 Reviews for 2H 2024

    Learn what’s currently available for 360 Reviews with the 2H 2024 SAP SuccessFactors Release.

    For greater details, you can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

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

    Enhancements to the latest My Forms Page for 360 Reviews

    There are some improvements for the user’s experience when using the latest My Forms page. The My Forms page has updates to form creation, form lists and filters which is also applicable to PM forms.

    Form Creation

    The Create Form button is now only visible for users that have permission to create at least one PM or 360 form.

    The template dropdown list of forms is now grouped by two categories: 360 Reviews and Performance Management. Each heading lists the number of forms available for the category.

    Create Form Template List

    Form Lists

    The number of forms is included in the forms list title.

    Number of Forms

    Filters

    There are a few changes to the filters available on the My Forms page.

    Limit Filter Visibility by Role

    The standard and custom filters that are seen can be limited based on the user’s role. By default all the filters are shown but can be role based permissions can limit their visibility. To do this , enable Use RBP to control visibility of filters on the latest My Forms page in Performance Management Feature Settings.

    Setting to Control Filters

    Then by role, grant User Permissions>Performance>Form Filters permission to show all or specific filters.

    Permission for Filters

    All or Reports Only filter

    This filter is only available for users with direct reports, matrix reports or HR reports.

    The Template filter is now dynamic

    Options for the Template filter are based on templates of forms in a folder.

    Reset button to clear filters

    The user can reset filters at any time.

    These new features are shown below.

    Filter Options

    Custom Learning in 360 Review Forms

    In conjunction with the latest Goal Management, custom learning activities can now be added, edited, or deleted on 360 Reviews forms.

    Add custom learning activity

    You must ensure that a development goal plan is linked to the form and the plan contains a learning activity template with custom learning activities.

    Enhanced AI-Assisted Writing in 360 Reviews

    There is a AI-assisted writing tool to help generate comments and improve feedback. Both use the context menu of the tool.

    To use this the following requirements must be met:

    • AI-Units license has been purchased
    • AI Services Administration  Assisted Writing with Text Analyzer has been enabled in Admin Center
    • Consent given for the AI Usage Acknowledgment Statement

    Improve My Feedback

    When comments are entered, feedback can be provided in a more concise manner and is related to a competency rating or skill. The user can go through multiple iterations of the updated feedback to find the comments with the best fit.

    Generate Comments

    When there are no comments entered for a competency or skill, six topics are dynamically generated. The user can select one of the topics and have detailed competency or skill related comments created.

    Improve My Feedback

    AI-Assisted Insights into Detailed 360 Reports

    An additional feature when using AI is related to the Detailed 360 reports. A new Overall Insights for 360 Report section has been created. Here you will find a Generate Insights button. The insights relate to the overall form feedback as well as comments for specific competencies or skills.

    Overall Insights

    The overall insights contain the following:

    • Employee Summary which provides a high-level overview of the employee’s performance
    • Key Points to identify strengths and weaknesses of the employee
    • Suggestions for Improvement
    Overall Insights

    Analysis of Skills or Competencies

    There is a View All Comments link which provides a summarized analysis for a skill or competency.

    Sections include:

    • Key Topics
    • Growth Area Suggestions
    • Summary of performance based on ratings and comments
    Skill or Competency Insight

    This view provides more detail about a specific skill or competency and provides guidance for areas of growth.

    Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

  • Highlights of SAP SuccessFactors Continuous Performance Management for 2H 2024

    Learn what’s currently available for Continuous Performance Management with the 2H 2024 SAP SuccessFactors Release.

    For greater details, you can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

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

    Automatic Channel Creation for Matrix Relationships

    There is a new option on the Continuous Performance Management Configuration admin page, Enable matrix managers and matrix reports to be shown as people selections for Channels by default. When enabled, users identified as matrix managers or matrix reports are automatically added to the Channels list in Continuous Performance Management for the user.

    Configuration Required

    Each matrix manager/matrix report will have a 1:1 channel automatically created. On the Continuous Performance page, these channels will be grouped into two new categories: Matrix Managers and Matrix Reports.

    Previously these channels were not automatically created nor categorized into groups.  This enhancement reduces manual work and makes matrix relationships easy to see and manage.

    Channel List

    Bulk Channel Invitations

    Users can now send bulk invitations for 1:1 meeting channels on the Continuous Performance page.

    The feedback requestor may use the basic search and now the advanced search to find and select multiple employees as invitation recipients, without a limit on the total number of selections. Previously, only certain basic search criteria were available and users could select only one feedback provider at a time.

    Advanced Search Options

    For this to work, the option Enable Multiple Role Support must be enabled in the Continuous Performance Management Configuration admin tool.

    There is also a new email notification, Delivery Status of Multiple Roles 1:1 Meeting Invitations, to update on the delivery status of each invitation. The feedback requestor receives the follow-up email if the results of the mass delivery can’t be immediately displayed in a pop-up message or if any delivery fails. This notification is enabled by default.


    Delete Channels

    Users and administrators are now able to delete channels as needed. There are new delete channel related email notifications are well.

    Users can now delete the channels that they own. However, channels involving a user’s current direct reports and matrix reports can’t be deleted.

    There are two options:

    • Single deletion: select the trash bin icon which appears when hovering over a channel item in the list, or select the Delete Channel button in the channel details page.
    Delete Channels
    • Bulk deletion: Choose Select and then the Delete Channels button on the header of the channel list. In the Delete Channels page, select and delete up to 50 channels in one time. Declined channel invitations can also be deleted.
    Bulk Deletion

    An administrator can now search and delete the channels and declined channel invitations in the new Delete Channels admin tool. However, the employee-manager and employee-matrix manager relationships cannot be deleted.

    Admin Delete Channels Tool

    New Email Notifications for Deleted Channels

    There are new deleted channel email notifications now available and are enabled by default.

    • Channel Deletion Notification to Owners: channel owners are notified when the administrator deletes a channel for them.
    • Channel Deletion or Move Notification to Participants: channel participants are notified when a channel is deleted or moved to Hidden Channels.
    • Channel Deletion Notification to Administrators: administrators are notified of the deletion result of each channel. A deletion job will run in Provisioning when more than 50 channels need to be deleted at once. If an administrator chooses to delete 50 or fewer, the result immediately pops up in a message, then the system won’t send the email.

    User Experience Enhancements

    The Channel list now has a header with up to six categories:

    • Manager
    • Matrix Managers
    • Direct Reports
    • Matrix Reports
    • Other Channels
    • Hidden Channels
    Channel List

    This allows users to easily locate channels based on different job relationships.

    A more consistent avatar experience

    Users who have no access to the channel list can see their manager’s avatar on the header of Activities view, together with their own one.

    View of Manager Avatar

    Streamlined Navigation

    All items on the Channels list are clickable which provides a more consistent experience. There is a chevron icon on each item for navigation to the right-side panel, where the invitation messages are displayed.

    Channel List Navigation

    Text and Icon Changes

    • The icon for deletion of the Declined channel invitations is now a trash bin which is visible when a user hovers on the channel list items.
    • The channel invitation icon button is replaced by the text button Invite.
    Channel List Features

    View Received Feedback from the Redesigned Activity Details Screen in Mobile Apps

    Users can view and access the feedback they received about an activity from the Activity Details screen, now in improved detail.

    Here users can access details of each activity related feedback message in the Feedback Received list. Details include the name, profile photo, and job title of a feedback sender, and the date when the feedback was received.

    Selecting a row takes the user to the associated Feedback Details screen. Previously users could only see the count of feedback messages received for an activity. And when choosing a number, the users saw a screen that listed all feedback they received instead of the feedback related to the specific activity.

    Feedback Details

    Further Enhancements to the Activity Detail Screen

    The Activity Details screen has been enhanced with new sections to provide at a glance details.

    • Activity start date and modification dates are in the section.
    • There is a new section for linked goals
    • Activity updates- there is now a separate screen to add activities. The Edit Update screen was renamed Edit Activity Update.
    Add and Edit Activities



    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.

  • 1H 2023 SAP SuccessFactors Learning Management System Updates

    Major updates are as follows:

    Receive Reminders of Learning Assignments in Microsoft Teams

    In Teams, the SAP SuccessFactors app sends adaptive cards to its bot chat on the following occasions:

    • Employees have learning assignments due in the next 30 days.
    • Managers have a learning assignment to approve.

    On the cards, they can view details about the learning assignment or take quick actions of approving or declining.• 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.

    Learning Integration with Talent Intelligence Hub

    • A new automatic process job, Attributes Synchronization is scheduled to run daily to synchronize attributes from Talent Intelligence Hub to SAP SuccessFactors Learning. You can change this default schedule period only after the integration is complete.
    • Existing Capabilities Synchronization and Competency Connector – SF are disabled, and you can’t schedule recurring jobs.
    • You can use the new entity, Attributes from the Learning Activities menu to view the synced attributes and its associations.
    • In the Talent Intelligence Hub integrated tenant, the legacy Competencies entity doesn’t appear in the menu by default. However, if necessary you can edit the visibility of this entity.
    • You can refine your search using the new search field, Attributes on the items, programs, and tasks search pages.
    • If the proficiency rating scale isn’t configured in Center of Capabilities, rating in SAP SuccessFactors Learning receives a default five-point proficiency level scale. This configuration applies only to customers who are migrating from Center of Capabilities. The default proficiency level scale is configurable. However, you can’t modify this scale after you enable Growth Portfolio in your tenant.

    Role-Based Permission Prerequisites

    • You have the Edit Competency and View Competency permissions to access the Attributes page.
    • You have the Edit Attributes Synchronization automatic process permission to access the Attributes Synchronization page.
    • You have the Search Security Domain permission to modify the security domain of the Attributes Synchronization job and the Edit Competency and View Competency permissions to run the job.

    What’s Changed

    How It Looks Now

    In an integrated tenant, the Learning Activities menu includes a new entity, Attributes.

    In an integrated tenant, a new search field, Attributes appears on the items, tasks, and programs search pages. We included only the program search page in this section.

    How It Looked Before

    In a preintegrated tenant, the Learning Activities menu had the Competencies entity.

    In a preintegrated tenant, the Competencies field appeared on the items, programs, and tasks search pages. We included only the program search page in this section.

    Enhanced Course Home

    • Managers can use the Register Others action on the Class Details page to register their employees for a class and they can use the Assign to Others action on the Item Details page to assign an item to their employees.
    • Managers can view Program details and Curricula requirements on the employee’s view. Viewing Item Details isn’t available to managers from the employee’s view.
    • Users can add a comment to the approver when submitting an approval request for a course that has an associated price.
    • Administrators can associate attributes with items. Users will see a terminology change in the Course Home experience, the Competencies tab name is now updated to Attributes for all users. A link to details on this terminology change is provided in the Related Information section at the bottom of this page.
    • Users can edit Special Requests for a class registration until the registration closing date, or until the start date of the class if a registration closing date wasn’t defined.
    • Administrators can configure instructional messages that display when users register for a course that has a price.
    • When a user launches a course from a program, they’re returned to the Program Details page after completing or closing the item. They can also navigate back to the program at any time by using the navigation at the top of the page. Users see Program instead of Library and can select the link to return to the Program Details page.

    If a user chooses the Disagree option when viewing AICC content, a message displays to inform them that they won’t receive credit and provides the option to cancel and make a different selection or to continue and not receive credit.

    Removal of Free-Form Email Sender From Send Email Notification

    We’ve removed the Free-form option from the Send email notification from field for the Send Email Notification Tool on the Application Administration page. If your environment was configured to use the Free-form option, it has been updated to the default Admin option. As a result of this change, administrators can no longer enter an ad hoc email address in the From field of the Send Email Notification page.

    For the Send Email Notification Tool, the Free-form sender option has been removed from Learning Administration  System Administration  Configuration  Global Application Settings  Mail.

    As a result of this change, you can no longer enter an ad hoc email address in the From field of the Send Email Notifications page. You can access this page from several places in the application, for example: Learning Administration  People  Users  Actions  Send Email Notification.

    We’ve removed the ability for administrators to send email notifications from ad hoc email addresses to enhance system security.

    Unsupported Platform Native Logins Warning and Report

    We added a monthly warning message for administrators that appears when a platform user native login has occurred during the last thirty days. To help identify platform user native logins, we also added the ability to download the Unsupported Platform Native Logins Report from the Environment page in SuccessFactors Learning.

    The warning message (outlined in red below) now appears to administrators monthly upon login if a platform user native login has occurred during the last thirty days. The new warning will appear in addition to the Native Login Deprecation warning if applicable.

    To help identify native logins, we’ve added the Unsupported Platform Native Logins Report, which returns a list of Platform users who have accessed Learning through Native Login. You can download this report from System Administration  Environment  Download  Unsupported Platform Native Logins.

    We added the Unsupported Platform Native Logins Report and warning message so you can identify users who are authenticating through native login instead of Platform.

    Audit Information For Assessments

    We’ve added audit information for user-taken assessments. You can now create change audit reports that include create, update, and delete audit information for the following:

    • Quizzes
    • Quiz Answer Choices
    • Quiz Questions
    • Quiz Objectives
    • Exam Settings

    We’ve added audit information for assessments to meet compliance requirements for our customers.

    Deprecation of Copy User

    Deprecation Details

    The Copy User menu item will be removed from the following page: Learning Administration  People  Users  Actions  Copy.

    The copy user functionality will be deprecated because it is an artifact of Plateau products and does not work correctly in SAP SuccessFactors Learning.

    Webex Meeting Center REST API Support for Virtual Learning

    SAP SuccessFactors Learning now supports REST APIs for Webex Meeting Center. We also now support Webex Control Hub.

    Webex has deprecated their XML-based API solution for Webex Meeting Center. We delivered these features in order to continue providing virtual learning capabilities for our customers who use Webex as a VLS vendor.

    Configuration Requirements

    • You have enabled the vleEnabled setting(Learning Administration  System Administration  Configuration  System Configuration  LMS_ADMIN  vleEnabled=true).
    • You have downloaded the webex_rest configuration file in Support Downloads.
    • With this update, your existing Webex configuration file can no longer be used for virtual learning sessions where Webex Meeting Center is the vendor. In order to continue using Webex Meeting Center, you must create a new VLS configuration file in Learning (System Administration  Configuration   VLS Configuration).

    Purge Data of Integrated External Learners from HXM Suite

    You can now purge data of all integrated external learners from HXM Suite using the Upgrade Center after the migration to SAP Cloud Platform Identity Authentication Service (IAS) is complete.

    If you perform the Purge Integrated External Learners upgrade from Upgrade Center, all integrated external learners and their associated data are permanently removed from the system and cannot be recovered.

    Here is a screenshot where you can perform the upgrade.

    We provided this upgrade so that customers can run a full purge of all integrated external learners data.

    To Learn More

    Overall there are 35 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!

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

    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 SuccessFactors 1H 2023 What’s New in Performance Management

    SAP has announced the latest updates and changes for SuccessFactors for the first half of 2023.

    Preview release is available on April 28 with the production release scheduled for June 2. You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

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

    Latest Goal Management

    General Availability – Universal

    Latest Goal Management Now Generally Available

    The latest Goal Management is now generally available. It does require an upgrade which cannot be undone. It is best to familiarize yourself with the latest features available and limitations before doing the upgrade.

    Latest Goal Management

    Once enabled, the latest version is automatically applied to the modules that are integrated with Goal Management. This includes as Performance Management, 360 Reviews,Continuous Performance Management, Career Development and the latest home page.

    In prior releases, there were several limitations to the features available in the latest Goal Management. The 1H 2023 release addresses several these restrictions. We will review the most important updates.

    • Copy goals or create goals from a goal library.
    • Use milestones in goal plans
    • Use Advanced People Search to Assign or Cascade Goals using the latest Goal Management
    • View audit history for goals
    • Use legal scan
    • Dynamic Teams Integration with latest Goal Management
    • Latest Goal Management Updates for iOS and Android Mobile Apps

    Create Goals from a Goal Library using the latest Goal Management

    One of the best new features of the latest version of Goal Management is the ability to use goal libraries when creating goals. Previously, goals could only be created from scratch or copied from another goal plan.

    With proper permissions, when clicking the Create Goal button, the user can now select the “Create from Library” option.

    Create Goals from Goal Library

    A users can select up to 10 personal goals from a predefined goal library at once.

    Manage Milestones for Goals

    It is now possible to use milestones (sub-goals) on goal plans. Milestones can be used for personal and team goals.

    Milestones on Goal Plans

    Use Advanced People Search to Assign or Cascade Goals using the latest Goal Management

    When assigning a team goal or cascading a personal goal, the people search was limited to Name. Now an advanced people search is now available. The search now includes department, location, and division.

    Advanced Search to Cascade Goals

    View Audit History for Goals

    When read permission for goal fields is granted, users can now keep track of goal changes. Anytime a goal is created, copied, cascaded, assigned, modified, deleted, or replaced, an audit record is created.

    Audit Goal History

    Users will be able to see a list of any changes were made. This includes identify who made the changes, and when. A before/after comparison for modified or replaced goals will display previous values and the new values for changed fields.

    Details on Audit History

    Comments, activities, and learning activities changes are not captured in the Audit History.

    Use Legal Scan in the Latest Goal Management

    The Legal Scan feature is now available and allows users to check whether their inputs for text and textarea goal fields are in compliance with legal requirements. Comment field are not included.

    Dynamic Teams Integration with latest Goal Management

    A new major feature integrates Dynamic Teams with Goal Management. This allows team members to link the their dynamic team’s objectives to their performance goals. Dynamic Teams has to be configured and the Enable Linking to Performance Goals setting turned on.

    Team members identified as contributors to one key result (ORK) can link a dynamic team’s objective to personal goals.

    Contributors may

    • Use the “display more actions” menu to open the Link to Goals side panel, where you can see linked goals or add a new one.
    • Use the ‘ Link to goals’ icon to open the Link Goals dialog to select a goal plan and the goals you to link to the objective.

    A Linked OKRs section in the goal details has an option to View Details about the linked OKRs in a dialog.

    Linked OKRs in Goal Plan

    Additional requirements to use this feature include:

    • Being a member of a dynamic team that has defined its objectives and key results.
    • Being as a contributor to at least one of the key results for the objective you want to link.
    • Have permission to view the goal plan that includes the goal you want to link the objective to.

    Latest Goal Management Updates for iOS and Android Mobile Apps

    Many of the capabilities in the latest Goal Management had not been available for mobile users. The latest release address many of these limitations:

    • Create Goals from a Goal Library in iOS and Android Mobile Apps
    • Copy Goals from Goal Plans in iOS and Android Mobile Apps
    • Leave Comments on Goals in iOS and Android Mobile Apps
    • Manage Milestones for Goals in iOS and Android Mobile Apps

    Performance Management

    Updates to performance forms are minimal. We will look at a few of these.

    User Experience Enhancements to Performance Management Forms

    There have been enhancements to the user experience for PM forms which we will discuss.

    Goal Section Updates

    In the goal section some enhancements have been made:

    • Goal Details tab now appears first among all available tabs for a goal. Previously, the first tab was Achievements.
    • The Goal Name is now in bold font.
    Goals on performance form
    Page Anchoring

    Previously, when the PM form page refreshed, users were anchored to the top of the page. Now when users perform an action on the form page, they’re now anchored to the location where the action was performed.

    Toast Messages

    Toast Messages provide feedback to users about an action they have taken.

    For example, adding or deleting a goal, competency, or learning activity on the form page, a toast message will display confirming the action was performed.

    Toast Message

    Automatically Fix Document Transfer and Change Engine Issues Caused by RBP Refresh Failures

    The Document Transfer and Change Engine issues caused by a RBP refresh failures can now be fixed automatically on a daily basis.

    To enable the automatic fixing, select Automatically Fix Document Transfer and Change Engine Issues under Admin Center Performance Management Feature Settings.

    Continuous Performance Management

    General Availability – Universal

    Hide Prior Feedback from the New Manager That Was Requested or Given By the Former Manager

    A major update for Employee Central (EC-enabled) instances allows the admin to automatically hide feedback from former managers in Continuous Performance Management (CPM).

    Previously, when an employee inherits a new manager, or a manager provides feedback to the employee and leaves the company, the employee had the option to manually hide or delete that feedback from their new manager.

    The feature automates the process of hiding feedback given or requested by the prior manager when a manager transfer occurs. The admin will now have the option on the CPM configuration page to automatically hide prior feedback requested.

    CPM Configuration

    Visibility of Edit and Delete Actions for Continuous Performance Goal Cards Based on User Permissions

    Continuous Performance Management goal actions are aligned with Goal Plan action permissions for Goal Management. Employees now have more control over their Performance Goals by creating, editing, or deleting directly in Continuous Performance Management (CPM). When integrated with Goal Management, changes to Performance Goals by the CPM user are reflected in the user’s Goal Plan.

    The permissions for available actions on a goal in Continuous Performance Management experience respect Goal Plan configuration. In the previous version of CPM, users were shown both Edit and Delete options for goals. Now employees see actions for edit, delete or edit and delete for Goal cards based on their granted permissions.

    There are three different access views of the Goal card: Edit, Delete, Edit and Delete. With this release, the user is only shown the options that they have permissions to use. Previously, Goal cards shown in My Activities view of Continuous Performance allowed all users access to edit or delete actions for the goal.

    Now on the My Activities view with the employee’s permission to only edit goals, the Edit icon is what they will see on the Goal cards.

    Edit Goals

    When an employee’s permission only allows to delete a goal, the delete icon is the only action available on the Goal cards on the My Activities view.

    Delete Goals

    To modify an Activity linked to a Goal, select that Activity. This opens a new view with Activity Details. Separate Edit and Delete options are available for the selected Activity.

    Activity Link to Goal

    Use Continuous Feedback in the SAP SuccessFactors App in Microsoft Teams

    When SAP SuccessFactors and Microsoft 365 are integrated, a new feature enables allows Continuous Feedback of the latest Continuous Performance Management within Microsoft Teams.

    Within Teams, users can enter the SAP SuccessFactors app from the app bar or the compose message area of any chat and perform these tasks:

    • Request feedback: users can send a feedback request to others to ask for feedback on their performance at work
    • Give feedback: users who receive a feedback request can provide their feedback and send it back to the requester
    Continuous Feedback from Microsoft Teams

    Then find and select the person to collect feedback from. Fill in the questions to ask.

    Questions for Feedback Provider

    Receiver is then notified and can reply in the SF app.

    Replacement of Continuous Performance Management Legacy Version with the Continuous Performance Management Latest Version

    The legacy version of Continuous Performance Management (CPM) reached end of maintenance on May 20, 2022 and will be deleted as of May 24, 2024.

    The replacement is the latest version of CPM is currently available in the Upgrade Center. If no action is taken, your company will be automatically upgraded to the latest version after the deletion date.General Availability – Admin Opt-Ins

    Calibration

    General Availability – Universal

    New Filter Options in Calibration Session

    There are now six more filter options to narrow down employees to be displayed in a calibration session.

    The new filter options are:

    • Discussed
    • Country
    • New to Position
    • Future Leader
    • Key Position,
    • Matrix Managed
    Additional Filters for Calibration Session Employee Search

    Discussed is predefined as a default filter. To use the other five filters, enable in Filter Fields from Admin Center >Manage Calibration Settings>Search and Filter Fields.

    Calculated Performance Management Ratings Available in List View

    You can now view calculated ratings of employees for all performance rating elements in the List view of a calibration session.

    By enabling the new admin option Show Calculated Rating from Performance Management in List View at Admin Center >Manage Calibration Templates>Views>List View, calculated ratings of employees can be shown in the List view.

    When manual rating for performance elements are enabled, calculated ratings display in the same column as manual ratings. Previously, only manual ratings were shown for the rating element.

    When calculated rating for performance elements is enabled, calculated ratings display in the same column as rating labels. Previously, calculated ratings were shown as rating labels defined in rating scales.

    Calculated Ratings in Calibration List View

    Improved Format of E-mail Notifications Regarding Calibration Rating Changes

    Next is a minor update generally available. Columns are left-aligned in e-mail notifications about rating changes in finalized calibration sessions. This update is easier to read. Previously the header and data were not aligned.

    Updated Calibration Rating Changes Email

    Calibration Configuration Available in Configuration Center

    You can now view, download, and transport parts of Calibration configurations using Configuration Center.

    Configuration Center

    360 Reviews

    There are very minor 360 Review updates. Highlights are described below.

    Participants are now loaded on demand in the Evaluation Summary section of 360 Reviews forms.

    Previously when a 360 form was opened, all participants were all loaded at once. In rare cases where a form had a great number of participants, there was potential to cause performance issues.

    With the latest release, if a form has fewer than 100 participants, all the participants are loaded when the form is opened. If the form has more than 100 participants, the first 100 are loaded but users can scroll down to the bottom of the list to trigger further loading.

    Deprecation of 360 Reviews v11 Version

    The 360 Reviews v11 version will reach the end of maintenance on May 19, 2023 and will be deleted on November 17, 2023.

    If you’re using 360 Reviews v11 Version, you should migrate to 360 Reviews – SAP Fiori Version.

    Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

  • SAP SuccessFactors 1H 2023 Minor Visual Enhancements in Performance Management & Career Development

    SAP SuccessFactors 1H 2023 Minor Visual Enhancements in Performance Management & Career Development

    SAP has announced the latest updates and changes for SuccessFactors for the first half of 2023.

    Preview release is on April 28 with production release on June 2. You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

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

    For your convenience, we’ve summarized the highlights of 1H 2023 minor visual enhancements for Performance Management and Career Development.

    Visual Enhancements

    There were several minor visual enhancements in this release. The visual enhancements for this release provide a more user friendly and consistent experience.

    There are four types of changes:

    1. Text changes (labels, error messages, or roll-over texts)
    2. Iconography (new or changed icons)
    3. Interaction pattern (new position of interaction, new order of list, new or changed buttons)
    4. Styling (layout, spacing, or other design changes)

    We will review some of the more notable visual enhancements for Performance Management, 360 Reviews, Continuous Performance Management, Calibration and Mentoring.

    Performance Management

    Search for users to send completed form to

    • Each set of filters is now below its category name
    • The Search Users button is below all the filters
    Search Users

    Create New Form from Performance Inbox

    When launching a performance form from a user’s inbox, the date fields are now indented and right aligned.

    Form Launch

    Form Inbox Tooltips

    In the Performance inbox, the tooltip for the icon in the Employee column is “View more information about <employee name>”,

    Employee Info Tooltip

    The tooltip for the icon in the Action column is “Add <form title> to Outlook”.

    ActionTooltip

    Cancel button placement updated

    The button to cancel an action has been moved to the right.

    This change applies to almost all user interfaces in Performance Management, including: Add Objectives from Objective Plans dialog, Send to Next Step page, Ask for Feedback dialog, Stack Ranker page, Comment dialog, Legal Scan dialog, and Print Setup dialog.

    Here are some examples.

    Adding objectives tot a PM form.

    Return to Form button placement

    Ask for Feedback dialog

    Ask for Feedback Cancel button placement

    Stack Ranker

    Stack Ranker Cancel button placement

    Goal in the goal section or Competency in the competency section

    • The first column header is Goal in the goal section or Competency in the competency section of a performance form. Previously Expand All and Collapse All were inthe first column table header
    • The Expand All and Collapse All options now appear in the top-left corner above the table
    Goal section layout

    360 Reviews

    Cancel button placement updated for 360 Reviews

    The Cancel button has been moved to the right for 360 Reviews.

    Changes include opened 360 Reviews form, Goal Weights dialog, Add Participants dialog, Send Back dialog, Find Employee dialog, and Add Competencies dialog.

    Here are some examples.

    Canceling an opened 360 Reviews form

    Cancel button placement on 360 Review

    Canceling a participant search

    Cancel confirmation to next step

    Cancel button on Confirmation

    Continuous Performance Management

    The icon for the Request Feedback on the latest home page has two intersecting talk balloons.

    Request Feedback Quick Action

    Previously the icon had talk balloons that included a question mark and an exclamation mark.

    Achievements on Mobile Device

    On the Android app, the Visible to my manager switch and the Mark as Achievement switch have wider tracks, and new color mappings.

    Achievements on Android

    Career Development – Mentoring

    Successful Enrollment Message

    When users sign up for an open enrollment or unsupervised program as a mentee there is a “success” message. The message has been enhanced to now include a reminder for the user that they can contact preferred mentors directly if they don’t hear from the mentors for an extended period of time.

    Mentoring Enrollment Message

    Mentor Participation Approval Request

    The Mentor Participation Approval Requests have been updated.

    The Approve and Decline buttons are now closer to the message text. The buttons used to be at the bottom of the page.

    Mentor Participation Request

    Confirmation for Joining Mentoring Program

    When signing up for a mentoring program and a user decides to Save for Later, there is now a confirmation message pop up for them to confirm if they want to save the draft for joining the program for later.

    Join Mentor Program Confirmation

    Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

  • SAP SuccessFactors 1H 2023 What’s New in Career Development

    SAP SuccessFactors 1H 2023 What’s New in Career Development

    SAP has announced the latest updates and changes for SuccessFactors for the first half of 2023.

    Preview release is on April 28 with the production release is scheduled for June 2. You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

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

    For your convenience, we’ve summarized the highlights of what’s new for 1H 2023 Career Development below.

    Career Development

    There are a few universal updates for Career Development that are reviewed below.

    Career Worksheet – General Availability

    Career Development Configurations Available in Configuration Center

    You can now view, download, and transport Career Development configurations using Configuration Center.

    Configuration Center

    New Action Available in Action Search

    On a career worksheet, View my current role in Career Worksheet action is now available for use in the global search box. Users can enter the exact text of the action or select from suggested actions to navigate to the Career Worksheet page.

    Current Role Action

    The new action takes users directly to a selected page and eliminates multiple steps to get there.

    Career Worksheet Data in Story Reports Now Limited to Target Population

    The Career Worksheet data that users can view in Story reports, including current and target roles, is now limited to their target population.

    Changed Permission for Users to Show Target Roles in People Profile

    Now a user only needs View permission (User Permissions>Employee Data>Preferred Next Move) in order to select the Make public in Live Profile checkbox in Career Worksheet to show target roles in People Profile.

    Previously, View and Edit permissions were required. Now a user can select the option to show a role in Career Worksheet. The role then appears in the Career Goals block in People Profile.

    Link to Career Goal Block

    Mentoring – General Availability – Universal

    Approvals for Mentoring Requests on the Latest Home Page

    In an open enrollment or unsupervised mentoring program, Mentors can now accept or decline the mentoring requests sent by mentees in the Approvals section on the latest home page.

    Accept or Decline Mentoring Requests

    View More Recommended Mentors

    When a user signs up for a mentoring program as a mentee, they can now view up to 100 recommended mentors. Previously, only 10 mentors were recommended.

    While signing up and choosing Show Recommended Mentors, now there will be two rows of recommended mentor cards with the View More link below the cards.

    Recommended Mentors

    Customize Mentoring Email Notifications

    For any customized program type created with text replacement for a Mentoring programs, email notifications for a specific program type may be customized in Email Notification Templates Settings as well.

    Customize Mentoring Emails

    Approvals for Mentoring Requests on the Latest Home Page in iOS and Android Mobile Apps

    SAP SuccessFactors Mobile users can now search for mentors from a recommended mentoring program they haven’t joined in Opportunity Marketplace. Previously, they had to join the program first.

    When a user wants to invite someone they found to be their mentor, choose Submit Request on the Mentor or Bookmarks page. They will be prompted with a message guiding them to join the program first.

    Mobile Message when Joining

    After joining the program, users can submit a mentoring request to their preferred mentor directly on the page.

    Do you need help implementing or supporting your SAP SuccessFactors system?  Contact info@worklogix.com for assistance, download our support services brochure, or visit https://www.worklogix.com/implementation.html for additional information.

  • SAP SuccessFactors 2H 2022 What’s New in Compensation

    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.