SAP SuccessFactors Performance and Goals 2H 2020

142
SAP SuccessFactors Performance and Goals 2H 2020 Hanau, January 2021

Transcript of SAP SuccessFactors Performance and Goals 2H 2020

Page 1: SAP SuccessFactors Performance and Goals 2H 2020

SAP SuccessFactors Performance and Goals 2H 2020Hanau, January 2021

Page 2: SAP SuccessFactors Performance and Goals 2H 2020

Delta Changes 2020/H2

Performance and Goals

Allow Override of Unrated Manual Rating

for Customized Weighted Rating Section

Latest Version of Goal Management

Calculated Rating from

Customized Weighted Rating Section in Ad Hoc Reports

Customized Labels for Calculated Rating and

Manual Rating in Customized Weighted Rating Section

Customized Weighted Rating Section

and Ratings Displayed in En Route Folder

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Delta Changes 2020/H2

Performance and Goals

Customized Weighted Rating Section

in Print and Save as PDF

Customized Weighted Rating Section

and Ratings Displayed in En Route Folder

Label for Rating Scale Scores in Previous Ratings

of Customized Weighted Rating Section

Message to Remind Users Before Removing Signers

New Competency Picker in Forms

Page 4: SAP SuccessFactors Performance and Goals 2H 2020

Delta Changes 2020/H2

Performance and Goals

Removal of Enable Customized Rating Calculation

from Form Template Settings

Rating Scale for Customized Weighted Rating Section

Too New to Rate in

Customized Weighted Rating Section

Unrated and Too New to Rate in Previous Ratings

of Customized Weighted Rating Section

New Feedback Data in Forms

Removal of Limit for

Section Index with EMOS Enabled

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Delta Changes 2020/H2

Performance and Goals

Link Activities to Development Goals

in Continuous Performance Management

Latest Version of Continuous Performance Management

Using the Upgrade Center

Multiple Role Support

for Continuous Performance Management

Latest Version of Continuous Feedback

for Continuous Performance Management

New Feedback Data in Goal Plans

Purge an Inactive User Who is

a Calibration Session's Only Facilitator

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Delta Changes 2020/H2

Performance and Goals

View Comments from Other Sessions

Remove "Too New to Rate" from

Rating Options for the Rating Types from People Profile

Autocomplete Search of

Universal People Search Available in Calibration

Improved User Interface of Matrix Grid View

Retirement of Settings to Select Permission Models

Improved Way of Viewing and Adding Comments

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Delta Changes 2020/H2

Performance and Goals

Advanced Search of Universal People Search

Available in 360 Reviews - SAP Fiori Version

Calculated Rating from

Customized Weighted Rating Section in Bin View

Detailed 360 Report in 360 Reviews - SAP Fiori Version

Job Profile Builder Support

for Writing Assistant and Coaching Advisor

Qualtrics Surveys for Steps in Performance Reviews

Enhanced Goals Card for Multiple Goal Plans

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Delta Changes 2020/H2

Performance and Goals

Latest CPM Available

on iOS and Android Mobile Apps

New OData Entity CalibrationSubjectComment

Link Activities to Development Goals

on iOS and Android Mobile Apps

Updated Team View for Managers

Using iOS and Android Mobile Apps

iOS Mobile App Offers a Qualtrics Survey

for Performance Management Users

Retirement of CPM Coaching

on iOS and Android Mobile Apps

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Delta Changes 2020/H2

Performance and Goals

Centralized Portal for Viewing CPM Feedback

Information Available on iOS and Android Mobile Apps

Various Actions Supported in the Performance Review Objective

Competency Summary Section on iOS and Android Mobile Apps

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Latest Version of Goal Management

Admin Opt-inGoals

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Latest Version of Goal Management

Users can now use the latest version of Goal Management to set up, track, distribute, and manage goals in your organization.

Users can do the following in the latest Goal Management: • Create personal goals• Edit, view, and delete all goals except group goals v1• Add learning activities and competencies to development goals• Create and view activities of the latest Continuous Performance Management, and

view their linked achievements• View goals on the latest home page• View other people's goals based on users' permission• Receive goal notifications

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Latest Version of Goal Management

SAP built this feature to enable managers and employees to benefit from the latest Goal Management in the following scenarios:

• Upgraded user interfaces allow employees to more effectively set up and manage their goals and view their activities.

• A unified entrance to Performance Goal and Development Goal enables seamless navigation.

• Uncluttered goal list views make it easy to spot critical information, glean insights, and apply quick changes.

• The integration with Continuous Performance Management helps managers and employees explore relationships between activities and goals in a broader perspective.

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Latest Version of Goal Management

Supported Features

Users can do the following in the latest Goal Management:• Create personal goals• Edit, view, and delete all goals except group goals v1• Add learning activities and competencies to development goals• Create and view activities of the latest Continuous Performance Management, and

view their linked achievements• Standalone achievements can not be displayed.• View goals on the latest home page• View other people's goals based on users' permission• Receive goal notifications

As an administrator for the latest Goal Management, you can do the following:• Manage templates• Transfer goals between users• Configure email notifications

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Latest Version of Goal Management

Feature Limitations on the Latest Goal Management

For Performance Goals• Team and group goals• Beta Goal Import• Goal library• Initiatives• Adding goals using the goal wizard or by copying from

other goal plan• Cascading and linking goals• Importing or exporting goals• Printing goals to HTML or PDF• Changing goal plan states in Goals

• OData APIs, including those APIs used for solution extensions

• Auto population and Metric Lookup Tables• Tasks, milestones, or targets of subgoals• Layout configuration• Goal audit• Goal Alignment Chart• User search in People Selector• Matrix relationships or peers

Feature Limitations on the Latest Goal Management

For Development Goals• Custom learning activities• Coaching Advisor

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Latest Version of Goal Management

Feature Limitations on Mobile Apps

Some features of the latest Goal Management are not yet applicable to iOS and Android apps.

Features NOT supported for development goals:

• Displaying the number of competencies on a goal card• Searching for a specific competency• Selecting competencies at the library or category level• Integrating with the Learning module

Features NOT supported for performance or development goals:

• Deleting a goal from the goal card• Entering negative numbers for the number field type• Switching back to the legacy view to see unsupported fields that are no longer displayed after

template conversion

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Latest Version of Goal Management

now

The People Selector helps to select easily the person you want to see the Goal or Development Plan.

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Latest Version of Goal Management

before

For a long time, we were used to use this UI. And it was okay. But the new design is light years away. On the other hand, there are a lot of gaps compared to the current Goal plan, that most likely will be closed in a future delta.

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Latest Version of Goal Management

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1) Move between Performance and Development Goals

2) Filter to see all Goals or only some according the Status

3) Open and Close different Goal Sections4) Goal tile to get a fast overview about the Name

of the Goal, the Completion Percentages, Completion Status

5) Change the Completion Status6) Edit or Delete a Goal, Create a CPM Actitvity7) Create a new Goal8) Open and Close the People Selector

8

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Latest Version of Goal Management

Here the Goals are filtered by the “On Track” Status.

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Latest Version of Goal Management

Here you can change the Goal Status in an easy way.

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Latest Version of Goal Management

You can create a Continuous Performance Management Activity right from the Goal Plan.

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Latest Version of Goal Management

The Details of a Goal are presented in a clear form.

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Latest Version of Goal Management

This is how the creation of a Goal looks like in the Latest Version of Goal Management.

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Allow Override of Unrated Manual Rating for Customized Weighted Rating Section

UniversalPerformance

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Allow Override of Unrated Manual Rating for Customized Weighted Rating Section

SAP has added an option called Allow Override of Unrated Manual Rating for the Customized Weighted Rating section in Manage Templates.

If the manual rating is enabled and the option is selected, the calculated rating overrides the unrated manual rating when you send the form to the next step.

This feature provides you with an essential function to allow the calculated rating to override the unrated manual rating.

In the previous version, in the Customized Weighted Rating section, the unrated manual rating was displayed as Unrated.

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Calculated Rating from Customized Weighted Rating Section in Ad Hoc Reports

UniversalPerformance

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Calculated Rating from Customized Weighted Rating Section in Ad Hoc Reports

If the Customized Weighted Rating section in a Performance Management form has a calculated rating, the rating can be reported in the Unadjusted Calculated Overall Performance Rating column in ad hoc reports.

The Customized Weighted Rating section has its own calculated rating, which takes priority over the unadjusted calculated rating from the Summary section.

SAP developed this feature so that ratings in ad hoc reports are consistent with those in the form.

In the previous version, Unadjusted Calculated Overall Performance Rating in ad hoc reports showed the unadjusted calculated rating from the Summary section.

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Customized Labels for Calculated Rating and Manual Rating in Customized Weighted Rating Section

Admin Opt-inPerformance

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Customized Labels for Calculated Rating and Manual Rating in Customized Weighted Rating Section

You can use an XML file to set customized labels for the calculated rating and the manual rating in the Customized Weighted Rating section.

This feature provides you with a flexible way of setting alternative labels for the rating field.

In the current version, in the Customized Weighted Rating section, the labels for the calculated rating and the manual rating can be customized based on your needs.

In the previous version, in the Customized Weighted Rating section, the labels for the calculated rating and the manual rating were fixed as Calculated Form Rating and Overall Form Rating.

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Customized Weighted Rating Section and Ratings Displayed in En Route Folder

UniversalPerformance

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Customized Weighted Rating Section and Ratings Displayed in En Route Folder

The Customized Weighted Rating section is now available in the copy of the form in the En Route folder. The login role's rating and the ratings given by other roles in previous steps are listed in the Previous Ratings table of the section.

After the form goes to the Completed folder, the login role can get a complete view of the ratings that are given by all roles in the Previous Ratings table of the section.

The display of the Customized Weighted Rating section is an essential function supported in the copy of the form in the En Route folder. SAP wanted to support this function.

In the current version, the Customized Weighted Rating section in the copy of the form in the En Route folder is synced with the in-progress form.

In the previous version, the Customized Weighted Rating section in the copy of the form in the En Route folder wasn't synced with the in-progress form.

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Customized Weighted Rating Section in Print and Save as PDF

UniversalPerformance

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Customized Weighted Rating Section in Print and Save as PDF

The Customized Weighted Rating section is included in the printed or saved version of the form when you choose Print or Save as PDF.

Print and Save as PDF are essential functions supported for sections that can be configured in the form template. SAP wanted to support these functions.

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Label for Rating Scale Scores in Previous Ratings of Customized Weighted Rating Section

UniversalPerformance

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Label for Rating Scale Scores in Previous Ratings of Customized Weighted Rating Section

The label for the manual rating's rating scale scores can be displayed in the Previous Ratings table of the Customized Weighted Rating section. Also, SAP has added the Hide numeric rating values (only show text labels) checkbox for the section in Manage Templates.

If a rating's numeric value is mapped to a certain label for the manual rating's rating scale scores, the corresponding label can be displayed next to the rating's numeric value in the Previous Ratings table. Otherwise, the rating is displayed as its numeric value.

SAP developed this feature so that you can understand what the rating's numeric value exactly means.

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Label for Rating Scale Scores in Previous Ratings of Customized Weighted Rating Section

now

before

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Message to Remind Users Before Removing Signers

UniversalPerformance

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Message to Remind Users Before Removing Signers

SAP has added a message to remind users that in the case of removing the current signer, the form is automatically routed to the next step, so they may need to add a new signer before removing one. Additionally, the Current Signer label after the username can now be translated.

SAP built this enhancement to provide users with better guidance on the user interface and thus prevent unexpected results.

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Message to Remind Users Before Removing Signers

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New Competency Picker in Forms

Admin Opt-inPerformance

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New Competency Picker in Forms

Users can now use the new competency picker to add competencies to Performance Management forms. They can select competencies by competency libraries or job roles and search for competencies using keywords.

SAP adopted the new competency picker in Performance Management to achieve a harmonized user experience across modules where users need to add competencies. With a hierarchy structure and a search option, it's easier for users to find the competencies that they're looking for.

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New Competency Picker in Forms

now

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New Competency Picker in Forms

before

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Rating Scale for Customized Weighted Rating Section

UniversalPerformance

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Rating Scale for Customized Weighted Rating Section

You can configure the rating scale for the Customized Weighted Rating section in a Performance Management form.

The ratings given by each role at each step are normalized to the label that applies to the rating scale score for the Customized Weighted Rating section. This information is used to calculate the overall customized weighted rating. If you want to continue to use the form templates created in 1H 2020, you must configure the rating scale for the Customized Weighted Rating section in Manage Templates. This configuration is required so that you can launch forms based on the configured form templates.

Rating scale is a common feature used by other sections in a Performance Management form.

In the current version, the Customized Weighted Rating section has its own rating scale.

In the previous version, the rating scale for the Customized Weighted Rating section was mapped to the rating scale applicable to other sections (Performance Potential Summary section, Objective Competency Summary section, Summary section) with the highest priority in the form.

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Removal of Enable Customized Rating Calculation from Form Template Settings

UniversalPerformance

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Removal of Enable Customized Rating Calculation from Form Template Settings

SAP has removed the setting Enable Customized Rating Calculation from Form Template Settings. Adding the Customized Weighted Rating section in Manage Templates becomes a prerequisite to enable the calculation of the overall customized weighted rating.

This feature provides you with a simplified approach to enable the rating calculation in the Customized Weighted Rating section. The calculation of the overall customized weighted rating is enabled when the following conditions are met:

• You've added the Customized Weighted Rating section in Manage Templates.

• You've correctly configured business rules Trigger Weighted Rating Rule and Configure Weight for Steps and Roles.

In the current version, adding the Customized Weighted Rating section is a prerequisite to enable the calculation of the overall customized weighted rating. The configuration type is Universal.

In the previous version, Enable Customized Rating Calculation was a prerequisite to enable the calculation of the overall customized weighted rating. The configuration type was Admin Opt-in.

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Too New to Rate in Customized Weighted Rating Section

UniversalPerformance

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Too New to Rate in Customized Weighted Rating Section

SAP has added the Unable to Rate field for the Customized Weighted Rating section in Manage Templates. You can type a label that explains the reason that an employee cannot be rated, for example, Too New to Rate.

Too New to Rate is a common type of rating that SAP wanted to support.

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Unrated and Too New to Rate in Previous Ratings of Customized Weighted Rating Section

UniversalPerformance

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Unrated and Too New to Rate in Previous Ratings of Customized Weighted Rating Section

If the overall form rating is Unrated or Too New to Rate, it is displayed as is in the Previous Ratings table of the Customized Weighted Rating section.

Unrated and Too New to Rate are ignored in the calculation of the overall customized weighted rating.

SAP developed this feature so that you can get a clear picture of the original rating given by roles.

In the current version, Unrated and Too New to Rate are displayed in the Previous Ratings table of the Customized Weighted Rating section.

In the previous version, Unrated and Too New to Rate weren’t displayed in the Previous Ratings table of the Customized Weighted Rating section. Instead, they were shown as 0.

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New Feedback Data in Forms

UniversalPerformance

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New Feedback Data in Forms

Feedback data from the latest version of Continuous Performance Management is now available in Performance Management forms. Users can view the topic title and up to three sets of questions and answers on the Achievements tab.

SAP built this enhancement to achieve a harmonized user experience across modules where the feedback feature is used.

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New Feedback Data in Forms

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New Feedback Data in Forms

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Removal of Limit for Section Index with EMOS Enabled

UniversalPerformance

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Removal of Limit for Section Index with EMOS Enabled

When you configure Enforce Maximum Overall Score (EMOS) in the Summary section, there's no limit for the section index of a goal or competency section.

There're cases that customers configure more than 10 sections in their form templates.

EMOS, also known as "Fail one, fail all", allows you to set a maximum possible overall score to be selected by the rater, based on the ratings at the goal or competency level. The rater can't give a score that is higher than you set.

What’s changed

In the current version, there's no limit for the section index of a goal or competency section.

In the previous version, the section index of a goal or competency section must not be greater than 10.

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Latest Version of Continuous Performance Management Using the Upgrade Center

Admin Opt-inCPM

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Latest Version of Continuous Performance Management Using the Upgrade Center

The latest version upgrade requires an administrator opt-in, which can be completed through the Upgrade Center.

Caution: If you choose to upgrade to the latest version, this version is applied to all current users of CPM. In addition, once the latest version is enabled, you can NOT revert back to the previous version.

When you use the Upgrade Center to upgrade to the latest version of Continuous Performance Management, the following experience enhancements and features are automatically applied:

• Activities view: A Kanban board used to facilitate the management of activities.• Meeting view: An area used to structure and support ongoing conversations.• Achievements view: A new card layout that includes all activities tagged as achievements • Ability to link activities to development goals and performance goals: In the latest version of CPM, users can

now link activities not only to performance goals but to development goals as well.

Note

The latest version of CPM requires users to use activities to create achievements. Upon upgrading to the latest version of CPM, any past stand-alone achievements from the previous version automatically migrate to the new achievement view experience.

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Latest Version of Continuous Performance Management Using the Upgrade Center

When you upgrade to the latest version of CPM, the following features are available for opt-in by the administrator:

• Meeting notes (new)• Discussion topics (replaces Other Topics)• Multiple Roles, which give users the ability to have 1:1 meetings with anyone else in their organization

(permission-based)• Continuous Feedback - opting in provides the latest version of Continuous Feedback. All past continuous feedback

from the previous version is automatically migrated to the new experience• Enable Activity-Feedback Linking - opting in to this feature allows users to link activities, as well as activities tagged

as achievements, to feedback• Disable Deleting Feedback - disables the option for any user to delete feedback. (This feature is available as an

option in the previous version as well.)

Note

With the upgrade, the system converts content in the existing Other Topics section to the new Discussion topics. The Discussion Topics view displays the content originally in Other Topics.

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Latest Version of Continuous Performance Management Using the Upgrade Center

When you enable the latest Continuous Performance Management, the following options are no longer available:

• Coaching• Achievement-Goal Linking• Achievement-Development Goal Linking • Achievement Feedback

The latest version of CPM requires users to use activities to create achievements.

The latest version of Continuous Performance Management (CPM) is also available on iOS and Android devices through the latest version of the SAP SuccessFactors mobile App. The latest version of CPM is also mobile responsive, and will work on supported browsers on phone or tablet devices.

This information shall help to make an informed decision before upgrading, all of the changes and important information is provided. The Upgrade Center is a convenient and easy way to move to the latest version.

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Link Activities to Development Goals in Continuous Performance Management

Admin Opt-inCPM

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Link Activities to Development Goals in Continuous Performance Management

Enhanced functionality in the latest version of Continuous Performance Management to give employees the ability to align their activities to development goals.

With the latest Activities view, users can do the following:

• Link an activity to a development goal.• View activities by development goal.• View the link between the activity and the development goal in the Activity Details

view.• View all the linked development goals, by objective, in the Meeting view and in the

meeting history page.• Edit the name and details of any of the linked development goals from the Activities

Kanban board.• Change the link from one goal to another from the Activities detail page.

Note

From the Kanban board, a user isn't able to create a new development goal.

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Link Activities to Development Goals in Continuous Performance Management

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Link Activities to Development Goals in Continuous Performance Management

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Multiple Role Support for Continuous Performance Management

Admin Opt-inCPM

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Multiple Role Support for Continuous Performance Management

SAP has enhanced the solution to allow any role in the organization the ability to use Continuous Performance Management as a way of managing activities and supporting ongoing conversations.

When this feature is enabled and the appropriate permissions are configured, a user can invite another user to a channel. Each channel includes an Activities view for managing activities, as well as a Meeting view to structure and support the 1:1 meeting between both users. The channel owner is the user who invites another user to join a channel.

Note

Channel owners can't invite themselves, their direct reports, or their direct line manager to a channel.

Note

When you enable multiple roles, users may view their achievements on the Achievements page, but drilldown isn’t supported from that page. Drilldown is supported for an individual Activity.

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Multiple Role Support for Continuous Performance Management

With this release, an enhanced Continuous Performance Management allows roles outside of the traditional manager/employee hierarchical relationship to use the features and functions. The expansion of functionality for additional roles was driven, in part, by Customer Influence Ideas and further aided by ongoing customer discussions. As remote work becomes more common, SAP has focused on extending features that allow users to conduct more work tasks online. Many of SAP’s users found value in being able to conduct 1:1 meetings with their manager remotely. Many companies are operating in an agile way, with project leads, mentors, and other matrix type roles requiring a need to have ongoing conversations with colleagues. The multiple roles feature was built to support that business need.

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Multiple Role Support for Continuous Performance Management

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Multiple Role Support for Continuous Performance Management

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Multiple Role Support for Continuous Performance Management

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Multiple Role Support for Continuous Performance Management

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Latest Version of Continuous Feedback for Continuous Performance Management

Admin Opt-inCPM

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Latest Version of Continuous Feedback for Continuous Performance Management

The latest version of Continuous Performance Management has improved the processes for requesting and providing feedback, then to manage that feedback efficiently. Continuous Feedback is now included in the navigation menu.

Continuous feedback offers users a more guided, question-based approach to give or request feedback. When requesting or giving feedback, users provide a topic and ask questions. Questions are provided out-of-the box and can be configured by the administrator. The latest version also allows users to write their own questions. The new experience makes it easier for users to feel comfortable responding with constructive feedback for a specific topic.

The new feedback view provides an updated look with filtering capabilities to help users manage and find feedback more efficiently. Additionally, the new design provides the ability to view feedback you have given to others.

Users want a more guided approach to giving and requesting feedback. This approach makes it easier for users to respond with constructive feedback and then ways to manage the feedback.

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Latest Version of Continuous Feedback for Continuous Performance Management

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Latest Version of Continuous Feedback for Continuous Performance Management

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Latest Version of Continuous Feedback for Continuous Performance Management

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Latest Version of Continuous Feedback for Continuous Performance Management

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Latest Version of Continuous Feedback for Continuous Performance Management

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Latest Version of Continuous Feedback for Continuous Performance Management

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New Feedback Data in Goal Plans

UniversalCPM

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New Feedback Data in Goal Plans

Feedback data from the latest version of Continuous Performance Management is now available in goal plans. When users choose the count in the CPM Achievements column, they can view the topic title and up to three sets of questions and answers.

SAP built this enhancement to achieve a harmonized user experience across modules where the feedback feature is used.

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Purge an Inactive User Who is a Calibration Session's Only Facilitator

Admin Opt-inCalibration

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Purge an Inactive User Who is a Calibration Session's Only Facilitator

When you purge an inactive user who happens to be a calibration session's only facilitator, you can now replace the facilitator with an active user and purge the inactive user.

SAP has added a new option Choose a user to replace a calibration session's only facilitator who has been inactive in the Manage Calibration Settings tool. After you set up a replacement and go to purge an inactive user who is a calibration session's only facilitator, the facilitator is replaced automatically with the replacement and then purged successfully.

SAP built this feature to enable customers to purge an inactive user when the user is a calibration session's only facilitator.

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Remove "Too New to Rate" from Rating Options for the Rating Types from People Profile

Admin Opt-inCalibration

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Remove "Too New to Rate" from Rating Options for the Rating Types from People Profile

You can now remove "Too New to Rate" from rating options for the rating types from People Profile data in calibration sessions.

SAP added a new option Remove "Too New to Rate" from rating options for the rating types from People Profile data in the Manage Calibration Settings tool. After you enable the option, "Too New to Rate" is removed as required.

SAP built this feature because some customers don't need such a rating option for those rating types.

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View Comments from Other Sessions

Admin Opt-inCalibration

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View Comments from Other Sessions

On the comment dialog box opened from a calibration session's detail page, reviewers can now view comments that are made in the other sessions based on the same template of the session.

SAP has added a new option Roll up comments from the other sessions based on the same template in the Manage Calibration Templates tool. After the option is enabled, reviewers can see the following two tabs on the comment dialog box that is opened from a calibration session's detail page:

• From This Session: Includes comments that are made for an employee in the current session. You can add, edit, and delete comments in this tab.

• From Other Sessions: Includes read-only comments that are made for an employee in the other sessions based on the same template of the session. You cannot add comments in this tab.

SAP built this feature to help reviewers view all the comments made for an employee in different levels of calibration sessions, so they can make better informed decisions on employees' ratings.

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View Comments from Other Sessions

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View Comments from Other Sessions

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Autocomplete Search of Universal People Search Available in Calibration

UniversalCalibration

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Autocomplete Search of Universal People Search Available in Calibration

When searching for people, you can now use the autocomplete search of Universal People Search by choosing the Add People icon beside search boxes.

When you’re typing in the search box to search for people, the system can now predict and find relevant people, of whom employments are listed as separate entries for you to select. The feature is available in the following pages:

• The session list page• The session details page• The Manage Calibration Sessions page

SAP supported multiple employments to be searched to improve the search experience.

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Autocomplete Search of Universal People Search Available in Calibration

Page 94: SAP SuccessFactors Performance and Goals 2H 2020

Improved User Interface of Matrix Grid View

UniversalCalibration

Page 95: SAP SuccessFactors Performance and Goals 2H 2020

Improved User Interface of Matrix Grid View

When you zoom in on a cell in the Matrix Grid view, you can now see people cards displayed fully in the cells that are zoomed out.

If the cell size isn’t enough to show all the people cards, a scrolling bar is available for you to see all of the cards. The improvements apply to both full-screen mode and normal mode.

SAP built the improvement for better usability of the Matrix Grid view. With full display of people cards and scrolling bars, reviewers can do comprehensive analysis by comparing people in zoomed-out cells and those in zoomed-in cells more easily.

Page 96: SAP SuccessFactors Performance and Goals 2H 2020

Retirement of Settings to Select Permission Models

UniversalCalibration

Page 97: SAP SuccessFactors Performance and Goals 2H 2020

Retirement of Settings to Select Permission Models

As of 2H 2020 release, the two settings Use the default permission model (Administrative Domain if enabled) and Use role based permission model are no longer available in Provisioning.

SAP removed the two settings because all customers are using Role-Based Permissions model now, and there’s no need for you to choose between default permission model and Role-Based Permissions model.

Page 98: SAP SuccessFactors Performance and Goals 2H 2020

Improved Way of Viewing and Adding Comments

UniversalCalibration

Page 99: SAP SuccessFactors Performance and Goals 2H 2020

Improved Way of Viewing and Adding Comments

In the List View tab and the Subjects List page, you can now click the icon beside a subject to view and add comments. This functionality replaces the former Comment column.

In Calibration History Block, the icon shows at the bottom of each session. The icon appears with the total number of comments that the subject has received in the current session. In the exported PDF file and Excel file, these comments are displayed in the last column.

SAP built the improvement for better usability of the comment function and enable customers to view and add comments more easily.

Page 100: SAP SuccessFactors Performance and Goals 2H 2020

Improved Way of Viewing and Adding Comments

Page 101: SAP SuccessFactors Performance and Goals 2H 2020

Calculated Rating from Customized Weighted Rating Section in Bin View

UniversalCalibration

Page 102: SAP SuccessFactors Performance and Goals 2H 2020

Calculated Rating from Customized Weighted Rating Section in Bin View

The calculated rating from the Customized Weighted Rating section is shown in the Bin view when the following conditions are met:

• The calculated rating from the Customized Weighted Rating section is generated in a Performance Management form.

• The Show Calculated Rating in addition to Manual Rating (only applicable to Bin view) checkbox is selected.

SAP developed this feature so that the Bin view shows the calculated rating from the Customized Weighted Rating section.

In the previous version, the unadjusted calculated rating from the Summary section was shown in the Bin view.

Page 103: SAP SuccessFactors Performance and Goals 2H 2020

Advanced Search of Universal People Search Available in 360 Reviews - SAP Fiori Version

Universal360

Page 104: SAP SuccessFactors Performance and Goals 2H 2020

Advanced Search of Universal People Search Available in 360 Reviews - SAP Fiori Version

When searching for people, you can now use Advanced Search of Universal People Search by choosing the icon in the search box in 360 Reviews - SAP Fiori Version.

After you choose the icon, the Find Employee dialog box appears and offers you advanced search options. You can use the feature in the following places:

The Send a Copy dialog boxThe Add Participants dialog boxThe 360 Executive Review page

SAP added this feature to 360 Reviews - SAP Fiori Version to achieve feature parity with 360 Reviews v11 Version and help users get specific results faster.

Page 105: SAP SuccessFactors Performance and Goals 2H 2020

Detailed 360 Report in 360 Reviews - SAP Fiori Version

Universal360

Page 106: SAP SuccessFactors Performance and Goals 2H 2020

Detailed 360 Report in 360 Reviews - SAP Fiori Version

You can now view a redesigned version of Detailed 360 Report in 360 Reviews - SAP Fiori Version.

The redesigned Detailed 360 Report includes the following improvements:

• Improved user interface:• All setting options are moved to the top in the report.• Comments for sections and items are listed beside corresponding ratings.• Bigger and colored fonts are used to display gap values.

• A radar chart is used to display competencies and ratings: The chart shows item ratings for competencies under the Graphical Summary tab.

• A Print Setup dialog box shows up before printing out the report: It allows you to either print specific views or print all views at one time. Meanwhile, you can choose to show descriptions, comments, and competency behaviors.

SAP redesigned Detailed 360 Report in 360 Reviews - SAP Fiori Version to achieve feature parity with 360 Reviews v11 Version. In addition, the whole new user interface of Detailed 360 Report offers users an enhanced visualization, an optimized information layout, and improved screen readability.

Page 107: SAP SuccessFactors Performance and Goals 2H 2020

Detailed 360 Report in 360 Reviews - SAP Fiori Version

now

Page 108: SAP SuccessFactors Performance and Goals 2H 2020

Detailed 360 Report in 360 Reviews - SAP Fiori Version

before

Page 109: SAP SuccessFactors Performance and Goals 2H 2020

Job Profile Builder Support for Writing Assistant and Coaching Advisor

Admin Opt-inJPB

Page 110: SAP SuccessFactors Performance and Goals 2H 2020

Job Profile Builder Support for Writing Assistant and Coaching Advisor

You are now able to use Writing Assistant and Coaching Advisor when using competencies from Job Profile Builder.

Writing Assistant and Coaching Advisor is a content development tool to help your users give targeted, effective, and meaningful feedback for competencies to the employees.

By enabling Job Profile Builder with Writing Assistant and Coaching Advisor, SAP has now closed a major feature gap between Job Description Manager and Job Profile Builder.

Page 111: SAP SuccessFactors Performance and Goals 2H 2020

Job Profile Builder Support for Writing Assistant and Coaching Advisor

Page 112: SAP SuccessFactors Performance and Goals 2H 2020

Job Profile Builder Support for Writing Assistant and Coaching Advisor

Page 113: SAP SuccessFactors Performance and Goals 2H 2020

Job Profile Builder Support for Writing Assistant and Coaching Advisor

Page 114: SAP SuccessFactors Performance and Goals 2H 2020

Qualtrics Surveys for Steps in Performance Reviews

Admin Opt-inQualtrics

Page 115: SAP SuccessFactors Performance and Goals 2H 2020

Qualtrics Surveys for Steps in Performance Reviews

You can now integrate Qualtrics into your SAP SuccessFactors system to request feedback from employees and managers during the different steps that happen at the end of a performance review.

You can choose to integrate survey opportunities in single role, iterative, and collaboration steps. For example, with a performance review template that contains three steps (employee assessment, manager assessment, and employee signature), you can have a survey after both the employee and manager assessment steps. You can choose to create survey opportunities at one, or multiple, steps.

Customers requested the ability to be able to display surveys in specific steps in the performance review process.

What’s changed

In the current version, you can specify what step you want a survey to appear for.

In the previous version, you could only associate a survey opportunity after the employee signature step.

Page 116: SAP SuccessFactors Performance and Goals 2H 2020

Qualtrics Surveys for Steps in Performance Reviews

Page 117: SAP SuccessFactors Performance and Goals 2H 2020

Qualtrics Surveys for Steps in Performance Reviews

Page 118: SAP SuccessFactors Performance and Goals 2H 2020

Qualtrics Surveys for Steps in Performance Reviews

Page 119: SAP SuccessFactors Performance and Goals 2H 2020

Qualtrics Surveys for Steps in Performance Reviews

Page 120: SAP SuccessFactors Performance and Goals 2H 2020

Qualtrics Surveys for Steps in Performance Reviews

Page 121: SAP SuccessFactors Performance and Goals 2H 2020

Qualtrics Surveys for Steps in Performance Reviews

Page 122: SAP SuccessFactors Performance and Goals 2H 2020

Qualtrics Surveys for Steps in Performance Reviews

Page 123: SAP SuccessFactors Performance and Goals 2H 2020

Enhanced Goals Card for Multiple Goal Plans

Admin Opt-inWork Zone

Page 124: SAP SuccessFactors Performance and Goals 2H 2020

Enhanced Goals Card for Multiple Goal Plans

If you have multiple active or upcoming goal plans, you can choose a goal plan to display its goals on the Goals card.

SAP enhanced the Goals card so that you can view performance goals from different goal plans more conveniently in case of multiple active or upcoming goal plans.

In the current version, you can choose the goal plan to show on the card from the dropdown list if you have multiple active or upcoming goal plans.

In the previous version, you weren’t be able to specify an available goal plan right on the card to show its goals. You needed to select the goal plan by configuring the card parameter in a workspace or from Administration Console.

Page 125: SAP SuccessFactors Performance and Goals 2H 2020

Enhanced Goals Card for Multiple Goal Plans

now before

Page 126: SAP SuccessFactors Performance and Goals 2H 2020

New OData Entity CalibrationSubjectComment

UniversalIntegration (API)

Page 127: SAP SuccessFactors Performance and Goals 2H 2020

New OData Entity CalibrationSubjectComment

You can now use the OData API entity CalibrationSubjectComment to either get a single comment made for a calibration subject using comment ID or get all comments made for subjects in calibration sessions.

SAP developed the OData API entity CalibrationSubjectComment to offer users an alternative way to get comments.

Page 128: SAP SuccessFactors Performance and Goals 2H 2020

Latest CPM Available on iOS and Android Mobile Apps

UniversalMobile

Page 129: SAP SuccessFactors Performance and Goals 2H 2020

Latest CPM Available on iOS and Android Mobile Apps

In a former Delta SAP improved the UI of Continuous Performance Management. In this Delta some features of the older version were added to this Latest CPM version.

From the perspective of mobile devices, it’s now possible for SAP SuccessFactors Mobile administrators to enable the latest Continuous Performance Management (CPM) for users. After that, they can choose to enable Multiple Role functions.

This update offers users better experience with CPM.

Page 130: SAP SuccessFactors Performance and Goals 2H 2020

Link Activities to Development Goals on iOS and Android Mobile Apps

UniversalMobile

Page 131: SAP SuccessFactors Performance and Goals 2H 2020

Link Activities to Development Goals on iOS and Android Mobile Apps

The iOS and Android SAP SuccessFactors Mobile apps enable users to link their activities to development goals. Continuous Performance Management (CPM) users can then handle their activities linked to development goals the same way they handle those linked to performance goals.

This improves user experience for the latest CPM by filling the gap in activity availability between development and performance goals.

Page 132: SAP SuccessFactors Performance and Goals 2H 2020

Updated Team View for Managers Using iOS and Android Mobile Apps

UniversalMobile

Page 133: SAP SuccessFactors Performance and Goals 2H 2020

Updated Team View for Managers Using iOS and Android Mobile Apps

For managers using the iOS and Android SAP SuccessFactors Mobile apps, they're now able to view their Multiple Role channels and reports on the My Team screen.

This update gives managers a comprehensive view of their teams.

Page 134: SAP SuccessFactors Performance and Goals 2H 2020

iOS Mobile App Offers a Qualtrics Survey for Performance Management Users

UniversalMobile

Page 135: SAP SuccessFactors Performance and Goals 2H 2020

iOS Mobile App Offers a Qualtrics Survey for Performance Management Users

The SAP SuccessFactors Mobile iOS app now prompts users with an option to take a Qualtrics survey after they complete the employee signature form of their performance review.

This offers an opportunity for Performance Management users to rate their experience with the app and helps to improve it.

Page 136: SAP SuccessFactors Performance and Goals 2H 2020

Retirement of CPM Coaching on iOS and Android Mobile Apps

UniversalMobile

Page 137: SAP SuccessFactors Performance and Goals 2H 2020

Retirement of CPM Coaching on iOS and Android Mobile Apps

The iOS and Android SAP SuccessFactors Mobile apps no longer support Continuous Performance Management (CPM) Coaching, but users still can view their Coaching advice.

Because the latest CPM Feedback already covers Coaching capabilities, SAP built this enhancement to eliminate feature redundancy.

Page 138: SAP SuccessFactors Performance and Goals 2H 2020

Various Actions Supported in the Performance Review Objective Competency Summary Section on iOS and Android Mobile Apps

UniversalMobile

Page 139: SAP SuccessFactors Performance and Goals 2H 2020

Various Actions Supported in the Performance Review Objective Competency Summary Section on iOS and Android Mobile Apps

The iOS and Android SAP SuccessFactors Mobile apps now allow users to view information, edit ratings, and leave comments in the Performance Review Objective Competency Summary section.

This creates better alignment between the iOS and Android Mobile apps and the web application.

Page 140: SAP SuccessFactors Performance and Goals 2H 2020

Centralized Portal for Viewing CPM Feedback Information Available on iOS and Android Mobile Apps

UniversalMobile

Page 141: SAP SuccessFactors Performance and Goals 2H 2020

Centralized Portal for Viewing CPM Feedback Information Available on iOS and Android Mobile Apps

The iOS and Android SAP SuccessFactors Mobile apps now offer a centralized portal for users to view all their received and given feedback as well as sent feedback requests within Continuous Performance Management (CPM) Feedback.

Previously, users viewed such information through an activity or a separate menu entry. This enhancement helps users engage with CPM Feedback more easily.

Page 142: SAP SuccessFactors Performance and Goals 2H 2020

Thank you

Stefan Jankei/Con Unternehmensberatung GmbH

Sophie-Scholl-Platz 863452 Hanau

Tel.: +49 (0) 6181 189010

Web: www.icon-frankfurt.demailto: [email protected]