SAP SuccessFactors 2H 2022 What’s New in Employee Central

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

Let’s quickly take a glance on what’s there on 2H 2022 Employee Central.

Configuration Type: Universal

Full-Time Equivalent (FTE) validation.

Watch over on “Full-Time Equivalent (FTE)” validation because system is not going to perform a Full-Time Equivalent (FTE) validation check for positions that have more than 1000 target FTEs for the below scenarios.

  1. Save Job Information through Centralized services, either through import or on the Job Information history.
  2. Save a position target FTE with a value greater than 1000.

Employee Central API Permissions are no longer required!

Employee central entities “EmpEmployment and EmpJob” Permissions are only required to access the Employee Central Service Center.

Below Permissions settings will help to view a tickets in Ask HR.

  • User > Employee Central Effective Dated Entities > Job Information
    • Select permission View for items Job Information Actions and Company.
  • User > Employee Data >Employment Details
    • Select permission View for item Employment Details MSS.  

Enhancement in Time Sheet UI required custom fields

Restrictions in creating required custom fields on the EmployeeTimeSheet and TimeSheetValuationResults objects

Required custom fields on the EmployeeTimeSheetEntry and Allowance objects are restricted to the below primitive data types:

  • String
  • Number
  • Decimal
  • Time
  • DataTime
  • Date
  • Boolean

End of Development Time

  • Benefits Auto Enrollment Job – End of development on May 20, 2022 and will be deleted on May 19, 2023.
  • Old time sheet – Maintenance end on December 9, 2022 and will be deleted on May 19, 2023.
  • Savings Plan related fields – End of Development on December 9, 2022 and will be removed on May 19, 2023. 
  • HTTP Basic authentication with SAP Cloud for Customer – End of Development on May 20, 2022 and will be Deleted on Nov 17, 2023.

Employee Central Payroll endpoint URL subscriptions

New Event Subscription Management tool supports the following events

  • Employee Hire
  • Employee Rehire
  • Employee Termination
  • Payroll Data Maintenance Task Configuration Change

New subscriptions can no longer be created; Existing subscriptions related to Employee Central Payroll will be automatically migrated to Event Subscription Management.

Configuration Type: Admin Opt-out

Centralized Support on the UI action save.  

Yeah!!! Now, Centralized Support has extended their hands on saving the following action on UI, based on role-based permission.

Admin Center > Company System and Logo Settings >

  • History UI of Compensation Information and Recurring Pay Components
  • Global Assignments
  • Employment Details
  • Contact Information
  • Employment Details for a Higher Duty or Temporary Assignment

By default, Saving changes on UI and data imports for Emergency Contacts are enabled. No role based permission required.

Centralized Services Support through MSS.

Using role-based permission, centralized services now support making changes to an employee’s records when changes are made in the Manager Self-Service (MSS).

  • Change Job and Compensation Info
    • Company System and Logo Settings > Enable Centralized Services to Save Changes on the Manager Self-Service UI for Change Job and Compensation Info.
  • Termination Information
    • Company System and Logo Settings > Enable Centralized Services to Save Changes on the Manager Self-Service UI for Termination Details.

New Key Property in OData API EmpWorkPermit.

In order to maintain multiple work permit of employee with same document details, the new composite business key ‘issueDate‘ has been introduced.

Whenever the employee work permits is renewed, we can create a new record without touching the old one.

Configuration Type: Admin Opt-in

  • We can validate employee’s and their dependents addresses using SAP DQM Microservices that is hosted on SAP BTP (SAP Cloud Platform) which requires X.509 Certificate authentication, that the customers would manually adopt.
    • The DQM Microservices in SAP BTP account must be configured on Cloud Foundry and download the X.509 Certificate.
    • The downloaded X.509 Certificate needs to be uploaded in .pem format in the Security Center.
    • Set up the OAuth Configuration in the Security Center against the OAuth Configuration tile.
    • Configure the Destination Settings in the Security Center.
  • WBS Element can be used as a standard field without having to maintain the WBS Element as a custom field. Using WBS Element as a standard field, you can replicate the complete WBS Element information from SAP S/4HANA to SAP SuccessFactors Employee Central. You can also migrate WBS Element from a custom field to the standard field.
    • Admin Center > Manage Permission Roles > Industry Features > Download Employee Cost Assignment Migration Data
  • New token ‘TIME_OFF_STATUS’ is available for e-mail notifications on Time Off, which helps to differentiate the email notification by the status of the absence.

In Conclusion

We have now covered the highlights of the Employee Central 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 People Analytics

SAP SuccessFactors has released new features for your Analytics solution. They can be found in detail here (S-User ID required).  Filter on Solution for 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 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 Analytics Top 3 Features:

  • Granular Proxy Rights for Reporting
    • Users can choose the Report Center reports that a proxy user can access and the tasks in reporting that a proxy user can perform on behalf of the account holder. 
    • Instead of the proxy rights being all or nothing, users can decide on an individual basis what reports a user can access and what reporting actions a user can perform as a proxy.
  • Status of Sync Report Center Search Jobs on the Scheduled Job Manager Page
    • Users have the ability to check the status of the sync jobs initiated from the Sync Report Center Search page in the Job Monitor and the Job Scheduler tabs on the Scheduled Job Manager page.
    • Role-based permission changes Manage Dashboards / Reports –>  Manage Report Center are required to access Admin Center –> Sync Report Center Search.
  • Manage Favorite Reports from the Report Center Page
    • Users can use Report Center to add or remove favorite reports that are available on the home page.
    • For the favorite reports to appear on the latest home page, ensure that Favorite Reports quick action is enabled in Admin Center –> Manage Home 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.

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.

SAP SuccessFactors 1H 2022 What’s New in People Analytics

SAP SuccessFactors has some exciting new features for your Analytics & Reporting solutions. They can be found in detail here (S-User ID required).  Filter on Solutions 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.

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 Analytics/Reporting Features:

  • View Tile Reports Quick Action from the Latest Home Page
    • View Tile Reports quick action enables users to view Tile reports that are available in Analytics, based on permissions.
  • New Permission to Access Tile Reports from the Latest Home Page
    • The newly added Access Tiles from Home Page permission on the Reports Permission tab enables users to view Tile reports from the latest home page.
    • After the initial one-time migration, users can enable or disable the Access Tiles from Home Page permission for roles to manage their access to the View Tile Report quick action.
Quick Action – View Tile Reports has been added to Latest Home Page
  • Learning Queries in Story Reports has increased Number of Columns
    • The number of columns for Learning queries has been increase to 120 from 30.
  • Change of Behavior of Tabs on the View Schedules Page in Report Center
    • The View Schedules page in Report Center now displays user’s previously selected tab, instead of its default tab. This will remember the tab the user was last working on instead of returning to the default My Jobs tab.
  • Enhanced Signed Date Column in Story Reports
    • Story reports now shows the date and time when the form was signed.
Signed Date and Time appears in Story Report details

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 Platform H1 2022 Release Updates

Photo by Kyle Tran on Unsplash

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

Preview release was on April 15 and production will be released May 20. You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

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

For your convenience, we’ve summarized the highlights of what’s new in the 1H 2022 Platform release below.

Overview

SAP continues to invest in numerous updates into the platform, topping most of the other modules for the past few releases. Due to the large number of updates (89 in this release!), we’ve highlighted only some of the most significant changes below. We’ve categorized the updates based on who the affected audience for each change: User Experience Updates, Admin Updates, and System Updates.

User Experience

SAP continues to remind customers that the Universal release of the Latest Homepage will be in June 3rd for preview and June 24th for production environments. If you haven’t reviewed the changes and opted-in, you should do so now and plan your communication strategy so your users aren’t caught wondering why their homepage changed!

SAP also continues to add more quick actions to the latest homepage, thus increase its usefulness as a quick way to access needed areas of the system without having to click through navigation. The actions added include “Candidate Talent Pools”, “Learning Administration”, “Mobile Activation”, “View Company Documents”, and “View Tile Reports”. The homepage also now allows for grouping of custom cards within the Organizational Updates section as seen in the screenshot below:

Screenshot of Card Groupings within the Organizational Updates Section

You can also see an example of the new half sized custom cards in the screenshot above.

There are also various updates to the opportunity marketplace including allowing Assignment offer approvals, allowing assignment owners to see descriptions of capabilities including proficiency levels when creating assignments and applicants to see their own capability details. The capability picker also got updates you can read about in our blog here: https://worklogix.blog/2022/04/17/sap-successfactors-1h-2022-whats-new-in-succession-and-career-development/

The org chart also got a nice update where you can change the order of direct reports below a manager. Check out the configuration steps here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/780a0273693342c79ded9930b9057110.html

You can also now turn on a data privacy consent form for uploading photos that is shown to users as in the example screenshot below:

Screenshot of data privacy consent message for employee photos

Also related to photos- you can now have just one photo for a person on global assignment with multiple employments.

After many years of service, quickcards have finally got an upgrade across the system. This gives a better look and feel consistent across the platform. An example is shown below:

Updated Quickcard

Admin Updates

Do you still love to use the old admin page like me? I’m sorry to say the nostalgic use of the OneAdmin page will end on May 20th this year. Time to start using the NextGen admin page.

SAP also continues to increase the list of jobs available to monitor in the Scheduled Job Manager. You can check out the list of jobs here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/55e3deb65bf14190b102ff7ad1f803fc.html

Are you an admin that loves unstucking stuck workflows or resolving HR data issues? You might be interested in the new custom fields you can add to admin alerts! Check out the list here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/055e9cd78d2543d283fd556cbca2132d.html You can also now see the name of the current approver for stalled workflows within admin alerts.

If you are a security or compliance admin, you’ll be happy to know you can now perform read and change audit reports on multiple users for up to 30 days now. The storage limit has also been increased from 1GB to 10GB.

The still evolving transport system in SuccessFactors also got an enhancement in the form of Bundle Management in Configuration Center. You can now create bundles, edit them, and even share them with others! Checkout the screenshot below:

New Bundle Management Feature Screenshot

There’s also now a handy import history report available for download in the Configuration Center as well!

The Check tool has now been integrated into the instance refresh too. Admins will now get an email that includes a summary of check tool results when a refresh is processed and can also download an error log. The list of items the check tool checks has also been updated. The detailed list can be found here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/354e3d1428d8493d89dfb7487e5dcedf.html

Security admins will also be glad there’s a new potentially neck-saving notification when they change a role that impacts a large number of users. Don’t worry – you can select the threshold of users so you aren’t getting unwanted pop-ups! Checkout the configuration steps here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/c7b923c87ca3494c8416349431fa8a49.html

The RBP admin screen also got a new facelift! You have the option to turn this one on by selecting the option on the old screen. Check it out below!

New RBP Admin Screen

System Updates

Access to APIs based on HTTP Basic Authentication will no longer be supported on November 17 2023. This gives customers about a year and a half to adapt any existing interfaces that log on to the APIs directly to OAuth 2.0.

The APIs will now also start to be throttled. Probably a smart move on the part of SAP to keep system stability, but but news if you have interfaces that make lots of calls. Don’t worry – the limit is now 40 requests per second so you’d have to be doing A LOT of calls to be affected.

The APIs have also been enhanced with more linking between a variety of entities. Check the main What’s New Viewer page for specifics.

Wrap Up

We have now covered the Platform update highlights for 1H 2022! SAP continues to invest greatly in the platform to expand the overall capabilities of the system, concentrating on consistent and enhanced user experience while giving admins more helpful tools.

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 Onboarding H1 2022 Release updates

Photo by Longxiang Qian: https://www.pexels.com/photo/photo-of-people-boarding-airliner-1710482/

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

Preview release was on April 15 and production will be released May 20. You can view the full set of documentation in the What’s New Viewer here. For full details on the release cycle, check out the SAP SuccessFactors official product updates blog.

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

For your convenience, we’ve summarized the highlights of what’s new for 1H 2022 Onboarding below.

Overview

In this update we see SAP continuing to streamline the onboarding experience. From helpful to-do tasks and a few features that help smooth out the rehire process, SAP continues to pay more attention to details now that the latest onboarding product has begun to stabilize. We’ve divided up the new functionality in the latest release into 3 sections based on who is using the system and their visibility to the updates: “Onboarding Experience”, “Admin Updates”, and “System Updates”.

Onboarding Experience

In this section, we cover updates that are visible to new hires /rehires/managers/HR or affect their perceived onboarding experience. First, the Latest Home Page now shows 3 cards in the “For You Today” section relevant for Onboarding Tasks. The cards are “Data Review”, “Manager Activities” and “Compliance”. An example is shown below:

Example of 3 cards in the “For You Today” section of the Latest Home Page

Within the “Data Review” card, users will see the “Review New Hire Data”, “Review Offboarding Data” and “Complete Rehire Verification” tasks. Within the “Compliance” card, users will see the “Complete Form I-9” and “Complete Form I-9 Signature” tasks. Within the “Manager Activities” card, users will see the “Set Goals for New Hires”, “Recommend Links for New Hires”, “Write Welcome Message”, “Assign a Buddy”, “Schedule Onboarding Meetings”, “Recommend People for New Hires”, “Prepare for New Hire’s Day 1″, Update New Hire’s Day 1 Locations”, “Request Equipment for New Hires” and “E-Sign Employee Documents” tasks for Onboarding. Also within the “Manager Activities card, users will see the “Announce Termination to Coworkers”, “Write Farewell Message”, “Create Knowledge Transfer Plan”, “Complete Knowledge Transfer”, “List Assets to Return”, “Schedule Offboarding Meetings”, “Track Return of Assets”, and “E-Sign Employee Documents” tasks related to Offboarding. This allows for quick access for managers and employees/new hires to complete their needed tasks.

Last, external hires can now also authenticate using IAS before day 1. This allows for a more consistent login experience between onboarding and when they are a full employee. You can read through the exact configuration requirements here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/736b4c0e36fd46108cc6313c88a57722.html

Admin Updates

In this section, we cover those updates most relevant to system or HR admins. First is an update to the rehire process. Rehire can be a painful process if you don’t catch the fact that someone is a rehire during the recruiting and onboarding process. Not identifying a rehire properly can lead to miscalculation of benefits, giving away new hire bonuses unjustly, or even hiring blacklisted candidates mistakenly. This functionality helps fix just that problem! Now, when you use onboarding with SAP SuccessFactors recruiting, the system can automatically choose matching profiles as shown in the screenshot below.

Image of Employment Record Match and Selection during Onboarding Process

This feature can be turned on using the switch on the “Onboarding General Settings” page as shown in the screenshot below:

Onboarding General Settings Page showing where Rehire Settings can be updated

You will also need to make sure you have the needed permissions and configuration settings listed here: https://help.sap.com/doc/62fddbd651204629b46bbccbabf886ba/cloud/en-US/58849ff3c0a44d6a991c22ec5df52abb.html

Additionally on the latest home page, users can now view an onboarding guide that includes onboarding meetings organized by their managers and orientation meetings organized by their HR admins.

Screenshot of “For You Today” section on the Latest Home Page as well as View Onboarding Meetings within Your Onboarding Guide

There also now more compliance forms available for end users to fill out including the Starter Checklist for the Welch locale for the UK, the CC-305 Voluntary Self-Identification of Disability for the USA, DR 0004 Colorado Employee Withholding Certificate for the USA, and the WI – 221 Nonresident Military Spouse Withholding Exemption for the USA.

System Updates

In this section, we briefly cover items that the system handles automatically or are less visible to general users and admins. First, with the SAP Master Data Integration, workforce integration now replicates rehired employees only after manage pending hire is completed (before manage pending hire didn’t have to be completed). This allows for better data integrity so that only needed employees are sent to SAP Master data.

Secondly, the Compliance Metadata Sync, Onboarding Process Closure, and Where to Go Sync jobs have been decoupled from one job into three. This allows for better troubleshooting and more precise issue correction when one of the individual jobs fails and/or needs to be re-run. These jobs exist in provisioning so this update is transparent to all users except partners and SAP.

Wrap Up

From new cards on the homepage and simplified authentication to a simplified rehire process, we continue to see SAP making the onboarding process more smooth for all types of hires as well as HR and System Admins!

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!