Worklogix Blog

Tag: SAP SuccessFactors

  • Highlights of SAP Successfactors Performance Management for 2H 2025

    Learn what’s currently available for the latest Performance and Goal Management with the 2H 2025 SAP SuccessFactors Release.

    Preview release was on October 13 and production will be released November 14-16.

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

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

    The SAP SuccessFactors 2H 2025 release focuses on enhancing the user experience and leveraging AI.  For your convenience, we’ve summarized the highlights of what’s new for the second half of 2025 release for Performance Management below.

    Performance Management

    Replacement of Legacy Performance Management Form Experience with Latest Experience

    The latest experience of Performance Management forms is replacing the legacy one, which will reach end of development on November 14, 2025 and will be deleted on November 20, 2026.

    The latest experience was automatically enabled in the Preview environment for customers using the latest Goal Management in the 1H 2025 release. This is not the case in the Production environment, the latest experience wasn’t enabled by default.

    The latest experience has the key features in the legacy version with an enhanced user experience, a more flexible layout, more business rule scenarios, and generative AI features if the AI user license is purchased.

    Enhancements to Latest Experience of Performance Management Forms

    Some of the new features now available:

    • EZ rater
    • Goal comments and learning activities available when printing form
    • Forms can be printed in custom layout
    • “Print” button available for form snapshot
    • Additional fields are available on side panel: unofficial rating, expected rating, rating gap
    • Goal status colors display in form (if configured)
    • Help text added for rating field for competency with behaviors
    • Warning message to appear if proxy user does not have access to missing form content
    • Read only forms will not show action buttons

    Mass Route Ungrouped Forms to a Specific Step

    Using the “Route Form” action, forms may be mass routed to a specific step when they are using the same template and route map. In the past, only a group of forms from the same launch could be mass routed, not forms across launches for the same template.

    Within the “Route Form” action, search for the forms by specifying the template or uploading form IDs. In the search results, select the forms you wish to move

    “Route Forms” action

    Once the forms are selected, they can be mass routed using the Move the form to a specific step option in the “Select An Action” step of the routing process.

    Move ungrouped forms to a specific step

    Enhanced AI-Assisted Writing in Performance Management

    With the purchase of the AI units license, the AI-assisted writing actions, Generate Comments and Improve My Feedback are now available for goals, as well as skills, competencies, and behaviors.

    When a goal is assigned a rating, users can access the two actions in the comment box for that goal, from the context menu of the AI-assisted writing tool.

    New Business Rules

    There are some new business rules that may be configured when using the latest experience for Performance Management:

    • Conditional Field Visibility, Editability, Required/Optional
      • Create business rules to set specific form fields to visible or hidden, editable or read-only, and required or optional, when certain conditions are met
      • Creating conditional rules provide flexibility to show form fields differently based on user input. For example, a manager giving a certain rating would require a comment
    • Add Review Steps upon Form Routing
      • Business rules may be configured to add steps to the Modify stage of the form based on meeting certain conditions. For example, a certain rating by a manager can trigger an additional step to add another reviewer to the process.
      • These steps are pre-configured in route maps and marked as Hidden Until Rule Execution. When the conditions defined in the rule are met, and the form with a hidden step is being routed forward, the rule is executed, making the step visible on the form.
      • All step types are supported
    New Business Rules

    Add link to People Profile Card View from Performance form

    Links can be configured to the latest People Profile cards in the form template when the full profile of the latest People Profile is enabled.

    In the Manage Templates admin tool, you can use the new configuration “[[CARDLINK|<cardId>|<displayName>]]” in the description section of a field to a add card link to a form template.

    Add card link to a section within the performance template

    This allows the ability to link to a card in the latest People Profile when working within an employee’s form where they can view and edit the profile.

    Link in form to card within People Profile

    Card links to add include: badges, tags, goals, performance history, nominations, calibration history, trend information.

    Access to Manage Templates to update, download and edit XML templates

    A great new feature allows templates to be downloaded, viewed, edited and added via “Manage Templates”. This removes the need to use Provisioning to update the form template XML.

    This permission is applicable to performance form templates, 360 form templates, goal plan templates, and development goal plan templates. You can download templates and view template revisions without any configurations.

    This does require an update to a role’s role-based permission to a upload new templates and update existing ones. Care should be given to users that will receive this access.

    Manage Templates Role Based Permission for Upload and Update XML Templates

    Once the role has permission to upload and update XML templates, the user can upload new templates, update existing templates, view historical XML and download the templates via Manage Templates.

    Upload and Update Templates in Manage Templates

    Goal Management

    Here are some of the highlights of updates for Goal Management.

    Purge Goals by Goal ID

    The admin tool, Data Retention Management, has been used for data purge requests. For goal management, it has been used to purge performance and development goals by selecting the goal plan template in the purge request. This meant the process purged goal data for a specific user’s goal plan, and not just purging a single goal on the plan.

    Create Purge Request

    Now there is greater flexibility in purging user performance and development goals. In the latest version, the “Purge method” lists two options for purging goals: Purge by goal plan template and the new Purge by goal ID.

    Purge by Goal ID or Goal Template

    To purge specific goals, use the “Purge by goal ID” purge method. You can download the sample CSV file to get the proper file columns.

    Purge by goal ID

    You will need to populate a CSV file with the goal ids. Goal IDs can be found by creating a goal management ad hoc report that lists the goal plan template goal name, goal owner and the goal ID.

    Sample Purge file by Goal ID

    Once the goals to be purged are identified, add the goal IDs to the CSV file and upload to the purge request.

    The existing method, to purge by goal plan template will purge all data associated with the template.

    Import Goals for Target Population

    Within a role based permission role, in the Administrator Permissions section>Manage Goals, there is now an option to specify a target population to import goals for.

    Import Goal by Target Population

    Previously, a role having permission to import goals would be able to import goals for any active users.

    Now if attempting to import goals for users outside their target population, there would be an error message in the goal import email notification.

    Minor Goal Management Enhancements

    There are some minor goal management enhancements in this release which streamline the goal management experience for users.

    • For the confirmation message and button label in the confirmation dialog for Edit Performance Goal, Create Performance Goal, Edit Team Goal, Create Team Goal, Edit Development Goal, and Create Development Goal pages. the confirmation dialog was “Are you sure you want to discard the changes?”, and the corresponding button label was “Keep Going”.
      • This has now changed to “If you’ve made any changes, they won’t be saved. Are you sure you want to discard them?” and the “Keep Going” label is changed to “Cancel”.
    Updated Cancellation Confirmation Message
    • On the Goals landing page, the warning messages for goal number and weight limits are now displayed as message strips. This highlights to users the defined limits of goal number and total goal weight.
    Goal Warning Messages
    • On the Goals landing page, the goal filter component no longer uses status colors
    Goal Status Without Colors
    • Assigning Team Goals – users can select all loaded goals during the goal selection step in the Assign Team Goal and Cascade Goal dialogs. The number of goals is now increased to 100 from 20, and the checkbox is renamed “Select All Loaded Goals”
    • Update to Sharing, Unsharing Team Goals – users with the Share Team Goals permission can now share and unshare team goals with anyone in the organization
    • A more user friendly error message displays when saving goal plan template, it shows the cause of the error and provides a solution
    Goal Plan Save Error
    • Consistency in use of “More”: on the Goals landing page and Manage Team Goals page, the button label “More” is changed to “Show More “
    “Show More” replaces “More”

    360 Reviews

    Here are some notable updates for 360 Reviews.

    Add Link to Detailed 360 Report in Email Notifications

    A link can be added to the Detailed 360 Report in the “360 Document Complete Notification” email template by using a new tag [[PM360_DETAILED_REPORT_URL]].

    When this tag is added to the 360 Document Complete Notification email template, users have immediate access to Detailed 360 Reports from their email.

    New Token for 360 Document Complete Notification

    How the tag is rendered depends on whether the option Enable HTML email notifications is selected in Company System and Logo Settings:

    • If selected, the tag appears as a clickable phrase: Detailed 360 Report for {subject user’s full name}.
    • If not selected, it’s resolved as a clickable URL, preceded by an introductory text: For an overview of raters’ feedback, view {URL}.

    New switch to hide Radar Charts on 360 Detailed Reports

    In the Advanced Settings for a 360 template in Manage Templates, there is a new option to hide radar charts on the Detailed 360 Report. The switch “Hide Radar Charts on Detailed 360 Report” is turned off by default.

    Advanced Settings – Option to Hide Radar Charts on Detailed 360 Report

    Minor 360 Review Enhancements

    There are new visual and functional enhancements in this release.

    • The spacing of Competency and Objective sections have been improved
    • When adding back deleted participants during the Evaluation stage, participant’s original category information is retained and pre-filled in the Add Participants dialog
    • The Suggestions for Improvement section in Assisted 360 Reviews Insights now includes links to generate development goals
    • Error messages now explain the issue and provide troubleshooting.when users open, send, save, or perform other actions on a form
    • Information about behaviors (names, descriptions, ratings) is now used as input for generating comments

    Multiple Review Reminders for Upcoming 360 Review Steps

    You can now schedule several reminder notifications to prompt participants before a 360 review step is due.

    In Manage Templates, in the Advanced Settings for a 360 template, there is a new option, “Series Due Notification Dates (days before due date)“. Using this option enables you to schedule multiple reminders when using step due notifications for the template.

    You may set a series of reminders before a step due date. Simply enter the number of days prior to the step due date to define how many days in advance reminders are sent. Separate each number of days with a comma.

    New Series Due Notification Dates

    Using this option overrides any settings for the existing option Default Due Notification Date (in days), which supports only a single reminder.

    To learn more, see the full set of documentation in the What’s New Viewer here.

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

  • My top curiosities going into SuccessConnect 2025

    My top curiosities going into SuccessConnect 2025

    Please note: the opinions and comments expressed below are solely my own and do not reflect the views of SAP, SAP SuccessFactors, or the SAP Confidant Program.

    In a few weeks, many colleagues and I within the HR Tech industry will attend SAP SuccessFactors’ annual conference, SuccessConnect 2025 in Las Vegas. This year will prove to be a good one, as there are several recent events that will shape the portfolio for years to come.

    Selfie during this year’s SAPPHRIE conference in Orlando

    I have listed some of my top curiosities below. Please feel free to add comments to indicate some of your own questions or expand on any of my thoughts.

    1. Strategic direction of Talent Acquisition The acquisition of SmartRecruiters was recently closed, so how will this shape Talent Acquisition in the years to come for SuccessFactors customers? For those customers currently implementing SuccessFactors Recruiting or those who were looking to do so in the months to come, what will the guidance be from SAP? Certainly integrations will become a main discussion item, as pre-delivered integrations will need to be created and maintained in order for these two systems to sync. It will be interesting how these two solutions will co-exist within the SAP HCM eco-system… I feel like we are back 30 years ago, revisiting ‘best of breed’ vs ‘best-of-suite’, especially with all the recent acquisition news between SAP and Workday.
    2. Talent Intelligence Hub (TIH) Over the last year, I have been fortunate to work with several customers on TIH scoping, visioning, and implementation. Still in its (relative) infancy, this framework is extremely important to support Talent processes across the SAP SuccessFactors suite. Since TIH stores/maintains the skill and competency catalogs for the organization, it’s critical to get TIH design correct from the start (e.g. ensuring that you choose your rating scale since it’s irreversible!). A few important holes remain in the solution including:
      • When will advanced permissions be added to make rolling out to employee self service and manager self service viable? I’ve seen 1H 2026 from community blogs but let’s hope we hear officially from Product Management soon. We need this improvement in order to make permissions more specific to a particular set of competencies / skills. Could we expect permissions to use the Tag as the way to discern? Let’s wait to see what Product comes up with.
      • When will custom attribute types (not just the standard ones, i.e., skills and competencies) be available throughout all functionalities in Talent (e.g. career worksheet). Custom attributes are already integrated into the Job Profile Builder (JPB) but only integrate to the Growth Portfolio and not many of the legacy features yet.
    3. Onboarding 2.0 “Oh ONB 2.0, where shall I begin with thee?” This is a special module. Special kudos to the SAP Product Management team for delivering constant improvements in the recent years. This module has been a challenge to implement but features are slowly catching up with the ONB 1.0 offering.
      • Many are interested to see what’s in store over the next few releases, particularly in the US Compliance area (e.g. Form I-9, E-Verify WTPA for NY and CA).
      • User experience continues to be a challenge with this product but I understand improvements are on the way so we shall see!
      • How will SmartOnboard play into the onboarding space? Will be interesting, as ONB 2.0 is extremely tethered to Employee Central.
      • Earlier this year, I wrote a blog Top 5 tips when Implementing SAP SuccessFactors Onboarding 2.0 it’s a quick read and could help some out!
    4. Report Stories continue to be a challenge for customers to adopt. Between issues with IAS syncing and overall end user experience, customers have been struggling to adopt. SAP has been offering training which I recommend for customers still needing assistance. FYI, People Intelligence in SAP Business Data Cloud (BDC) is not replacing Report Stories (or ad hoc, for that matter). We know Ad Hoc was resurrected but we can eventually expect a new date. I am interested to hear more about People Intelligence and BDC during the conference.
    5. Can AI within SAP SuccessFactors gain traction in 2026? So far, AI use cases (for my implementations at least) have been discussed but not implemented. I believe 2026 will be the year where customers finally start moving the needle to use AI in SuccessFactors Talent Management. Currently, most customers are still trying to grapple with the foundational aspects of Talent with TIH, Opportunity Marketplace, and the rest of CTD (Career and Talent Development) and AI is mostly considered a “phase 2 item”. Let’s see if that changes in 2026.

    Please let me know if you’ll be attending SAP Connect 2025 in person, send me an email info@worklogix.com  and let me know!

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

    Worklogix

  • Highlights of SAP SuccessFactors Latest Goal Management for 2H 2024

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

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

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

    Hide “Create from Scratch” Option for Goal Creation

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

    Create Goal Options

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

    <switches>

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

     </switches>

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

    Copy Goals on Behalf of Others

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

    Configuration Requirements

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

    Goal Modification Email Notification Jobs in Admin Center

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

    Create Goal Modification Notification

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

    Link and Unalign Goals

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

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

    Goal Plan Template Cascade/Align Permissions

    In the goal plan template XML:

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

    Minor Enhancements for latest Goal Management

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

    Weights for Team Goals on Goal Cards

    Weights are now displayed for team goals on goal cards.

    Weights on Team Goals

    Comments on PDF

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

    Print Comments

    Inactive Users in People Search for Goal Plans

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

    Search for inactive users

    Goal Details Page Updates

    There are enhancements to the goal details page.

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

    Roll-up Calculation for Cascaded and Linked Goals

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

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

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

    AI-Assisted Goal Creation Enhancements

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

    Updates include:

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

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

  • Highlights of SAP SuccessFactors Performance Management for 2H 2024

    Learn what’s currently available for 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. 

    Delegation Available for Performance Reviews

    Managers can now delegate their performance review tasks to others for a specific time period. It also allows administrators to create delegations on behalf of managers.

    From Settings, go to the Delegation tab, this will display a Delegation page where a user can:

    • Create a delegation request for themselves
    • View and manage the delegations they created and those created by administrators on their behalf
    • Accept or decline the delegation requests they received
    • Go to the delegated task they accepted

    Delegation will not display on the side panel if the user does not have the permission to use it.

    A Sent and Received tab will be visible.

    Delegations Page

    On the view for the delegatee, they can see any delegation requests and accept or decline requests.

    Delegation Requests Received

    On the Admin Center Delegation Management page, an administrator can:

    • Create a delegation request for users
    • View and manage the delegations they created on others’ behalf
    Admin Features

    Delegation Steps

    Create Delegation – a request to delegate is initiated by a manager or an admin. The validity period and form template must be identified in the request.

    Respond to Delegation – the delegatee receives a notification to act as a delegate. Within Settings, clicking the Delegation tab, details about the request are shown and they may choose to accept or decline the request. The requestor is notified of their decision.

    Perform Delegated Task – a Go to Task button is visible on the Delegation page during the validity period. The delegatee can perform the action on the form. The original manager sees the form in their inbox as read-only.

    Edit or Cancel Delegation – The delegator may edit the validity period of the delegation or cancel the request.

    Complete Delegated Task – The delegatee completes the task and the form moves to the next step in the route map.

    Delegation Related Email Notifications

    Email notifications are automatically generated in the following steps of the delegation process:

    • Delegation Created/Pending Action notification goes to the delegatee
    • Delegation Accepted or Declined notification goes to the delegator and delegatee
    • Delegation Canceled Manually notification goes to the delegator and delegatee
    • Delegation Request Auto-Canceled due to Inactivity notification goes to the delegator and delegatee
    • Delegation Expired notification goes to the delegator and delegatee

    Requirements for Delegation

    Delegation must be enabled within Company System and Logo Settings. A number of days to automatically cancel a delegation request if no action is taken by the delegatee must be set as well.

    Enable Delegation in Company System and Logo Settings

    Permissions for Delegating Performance Review Tasks

    To allow all managers to delegate, permissions need to be added to their role. If you wish to allow administrators to delegate on manager’s behalf, the admin role will need additional permissions as well.

    First let’s review the various roles in a delegation scenario.

    • Initiators: managers and administrators
    • Delegators: managers
    • Delegatees: managers’ peers and those directly above them
    • Employees: managers’ direct reports

    Based on the roles, we will need to add delegation permissions to the various permission roles.

    Admin Role:

    • Administrator Permissions>Manage Delegation>Delegation Management
    • User Permissions >Delegation>Create Delegation Based on Form Templates

    Delegators Role:

    • User Permissions >Delegation>Delegator-Delegatee Relationship, defines who can be selected as the delegatees of a delegator during the delegation creation process.
    • User Permissions >Delegation>Delegator-Employee Relationship, defines who can be selected as the delegatees of a delegator during the delegation creation process.

    Create Performance Reviewer (Delegation) Role

    A permission role needs to be created as well, this allows users can access the Performance Management forms delegated to them from the Delegation page. Do not assign the role. It’s expected to be inactive.

    Required to allow access of forms from the delegation page:

    • User Permissions>General User Permission>User Login
    • User Permissions>Performance>Performance Management Access

    Optional

    To add, edit or delete goals on the PM form: User Permissions>Goals>Goal Plan Permissions

    To view People Profile blocks through links on the form: User Permissions>Employee Data>View (identify the elements to view)

    To restrict access to inactive users’ forms: User Permissions>Performance>Restrict Data Access of Inactive Users’ Forms

    Delegation Role with Required Permissions

    When the delegatee goes to their delegated form, the system automatically grants them the role’s permissions, with the form subject (employee) being the target population.

    Enhancement to the Latest My Forms Page for PM Forms

    If you are using the latest My Forms Page, there are some improvements for the user’s experience. The My Forms page has updates to form creation, form lists and filters.

    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 dropdown list of forms is now grouped by under 360 Reviews and Performance Management. Each heading lists the number of forms available for the category.

    Create Form Templates

    Form Lists

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

    Form List View with Number of Forms

    Filters

    • Standard and custom filter visibility can be controlled by role. All filters display by default but can be hidden using role based permissions. Enable Use RBP to control visibility of filters on the latest My Forms page in Performance Management Feature Settings.
    Performance Management Feature Settings

    Then, grant users the User Permissions  Performance  Form Filters permission to show all or certain filters to them.

    Form Filter Permissions
    • A All or Reports Only filter is available for users with direct reports, matrix reports or HR reports
    • The Template filter is now dynamic and changes based on templates of forms in a folder, previously all templates were listed
    • There is a reset button to clear filters
    Filters

    Performance Management Text Changes

    If you aren’t using Talent Intelligence Hub, the filters have been renamed from Attributes to Competencies and Tags to Categories.

    Relabeled Filters

    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 Succession Planning for 2H 2024

    Learn what’s currently available for Succession Planning 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. 

    Easier Experience of Nominating Talent Pool Members to a Position

    Succession planners can now add successors directly from the talent pool sections on the position card in the Succession Org Chart or in the Position Tile view. This applies to positions associated with talent pools.

    Before the latest release, the user had to navigate to the employee’s talent card to begin the nomination process, including searching for the position. Now when the user selects the “Add as successor” button for a member of a talent pool, the Named Successors section expands to view more details before nominating the employee to the position.

    Add a Successor from a Talent Card

    Succession Text Changes

    There are some minor visual changes for Succession. Previously the search box in Talent Search didn’t have a label. Now the search box is labeled Keywords: and the placeholder text has been changed to Enter your keywords.

    Updated Talent Search

    On the details page of a talent pool, the field to filter the talent pool nominees did not have a label and was in the same line as other filters. Now it is labeled Nominee with Search for nominee in the placeholder text.

    Talent Pool Nominees Filter

    Now, this field is labeled as Nominee and has placeholder text and it is now placed above other filters.

    Succession Notification Card Available in Microsoft Teams

    If you are using the integration of SAP SuccessFactors and Microsoft 365, there is a new notification card available for users to review and approve pending nominations to a talent pool.

    Talent Pool Nominee Notification

    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.T

  • 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.

  • 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.