SAP SuccessFactors PMGM Updates Q4 2017

Performance And Goal management

Q4-2017 Updates

• End of maintenance / End of Life GM UI v11

• End of maintenance planned for Q1 2018 (Subject to change)

• End of life planned for 2H 2018 (Subject to change)

• Goal Execution Announcement

• End of Maintenance planned for end of 2018 (Subject to Change)

• End of Life planned for 2H 2019 (Subject to Change)

• End of Maintenance and End of Life for PM v11 and old PM v12

• End of Maintenance is planned for the Q2 2018 release cycle.

• No patches will be made after the Q2 2018 production release date

• End of Life is planned for the Q2 2019 release cycle

• PM v11 and old PM v12 form launches will no longer be supported

Q4-2017 Updates

Performance Management

PM v12 Acceleration

Minor Enhancements

Description	Enhancement Category	Option
UI Consistency for Add Goal in PM	User Experience	Universal
Form, 360 Form History pop-up, and
Performance History Pop-up

 

PM v12 Acceleration

Notable Fixed Issues

Category	Before	After
Individual Development Plan	Using the word “hidden” for Goal description was causing the	The word “hidden” can now be used in the Goal
	Edit/Delete buttons to disappear from the form.	description without causing the Edit/Delete
		buttons to disappear.
Performance Management Form	An application error was occurring when opening the	The application error is no longer occurring.
	Performance Management form.
Performance Management Form	Some sections and action buttons were missing in the	Sections and action buttons are now being
	Performance Management form when the user proceeded from	displayed in all steps within the routemap, based
	one route map step to the next.	on the given permissions.
Get Feedback Form	Searching by name when requesting feedback was displaying the	Searching by name when requesting feedback
	username instead of the full name.	now displays the full name of the person whose
		feedback is needed.
Print Preview Popup	The layout of the form was not proper in Print Preview mode.	The blank spaces in the Print Preview popup were
	Many of the field values were preceded by an excess of blank	removed. The layout is now proper.
	space.
Provisioning: Template	When updating the XML meta section of the Template	Updating the XML meta section in Provisioning
Administration Form	Administration Form in Provisioning, the order was getting	now maintains the correct order.
	reversed to an incorrect ordering.
Competency Assessment Form	HTML tags under Behavior description were showing up in	HTML tags now render properly in PDF/Print.
	PDF/Print.

PM v12 Acceleration

Notable Fixed Issues

Category	Before	After
Dashboard Filtering	Performance was very slow and the system was	The performance issue has been fixed and the system no longer
	timing out whenever one of the options under	times out.
	Competency Official Rating was selected as Refine
	Criteria.
Forms with Signature	Required field(s) under the Signature section were	The Incomplete Items pod now accurately reflects the required
Section	not being reflected in the Incomplete Items pod.	field(s) count.
Stack Ranker	The Overall Score pod did not reflect the updated	The Overall Score pod now accurately reflects the overall rating when
	overall rating when the competency rating was	the rating is done via Stack Ranker.
	changed via the Stack Ranker page.
Provisioning	XML settings defined in Provisioning were not being	XML settings defined in Provisioning are now being maintained even
	maintained if the user proceeded to make changes	if any changes are made in the Admin Tool.
	via the Admin Tool.
Summary Sections	In the Performance-Potential and Objective-	“Item Rating” was removed. It no longer is an option under regular
	Competency Summary sections, “Item Rating” is the	field permissions. This change fixes the misconfiguration addressed
	only option available under regular field permissions.	above and avoids the improper granting of permissions.
	This is problematic for 2 reasons:	Note: The only (already-existing) field options we now have are the
	•   “Item Rating” is not a valid option for either of	valid ones below:
	the 2 sections.	“Competency Manual Overall Rating” & “Objective Manual Overall
	•   Adding “Item Rating” under field permissions	Rating” (under required field permissions, for the Objective-
	leads to a misconfiguration; it grants edit access	Competency Summary section)
	to users that should not be able to edit those	“Manual Performance Rating” & “Manual Potential Rating” (under
	sections	required field permissions, for the Performance- Potential Summary
		section)

Q4-2017 Updates

Goal Management

Minor Enhancements

Description	Enhancement Category	Option
We now provide a confirmation message to	User Experience	Universal
end users indicating they successfully
cascaded their goals.

Goals Management

Notable Fixed Issues

JIRA	Before	After
PTCH-26733	In Q3 2017, we modified an API and service layer to respect the	We have removed the Goal Access permission
	Goal Access role-based permission. However this was causing	check from the API and service layer. Customers
	downstream integration points to no longer be able to access	may continue to use the Goal Access permission
	goals – which is a valid use case for many customers.	as a means of hiding the tab (gateway to the goal
		plan). However, this permission will not restrict
		access to the goals from integration points such as
		CPM, PP3, PM.
TGM-6239	Accessibility: Rating Scale combo box: An extra announcement	The extra speech output has been removed.
	was being read when focus on “Test Scale” combo box
TGM-5873	Accessibility: JAWS unable to read out introduction content and	JAWS is now able to read out the introduction and
	summary content	summary content.
TGM-6231	Accessibility: JAWS reading out Extra speech output made for	The extra speech output has been removed.
	the header ‘Add objective’
TGM-6233	Accessibility: can’t support navigate by tab/arrow key in people	A user may now navigate in people dropdown list
	search dropdown list	among the employees in people search dropdown
		list by clicking tab key/arrow key
TGM-6616.	Accessibility: JAWS only read edit link without goal name, in this	JAWS can now read the goal name and edit goal
	case, when tab to another goal, jaws also only read edit link and	link together
	can’t distinguish which goal focus on

Notable Fixed Issues

JIRA	Before	After
TGM-7506	Cursor was disappearing in the cascade and link goal dialog	The cursor no longer disappears in either dialog
	when executing a tab action	when executing a tab
		action
TGM-7507.	This issue encapsulates a series of tab related defects within the	Users are now able to tab into all elements within
	Cascade and Link goals dialog boxes. Among the problems	the cascade or link goal dialog box. We have also
	experienced, included a user’s inability to tab into elements as	ensured that all necessary text/elements within
	well as the inability for JAWS to read text in some parts of the	the dialogs can be read by JAWS
	dialog
TGM-8088	It was found that there were blank spaces or symbols in	Navigation has been improved by removing the
	between buttons or links for cascading goals and goal creation.	blank spaces between
	This was creating navigation problems for the screen reader	buttons or links for Cascade and goal creation.
	JAWS. Additionally, the ‘Action’ buttons next to each objective	JAWS will also no longer read the symbol. In
	are currently labelled ‘button’, and could not be directly	addition, we have relabeled the button to read
	accessed by screen reader	Objective Actions.
TGM-8128	This issue involved a discrepancy in how the data was being	This issue has been resolved, and the counts for
	displayed in the Assign dialog for group goals. Rather than	the number of team members assigned are
	being center aligned, the data was rendering in between the	consistently appearing aligned center to the
	‘Number of Team Members’ vs ‘Assigned’ columns	“Number of Team Members” column header.
TGM-8491	Team Goals header is center aligned and it should be aligned left	We have fixed this UI issue and the Team Goals
		header now is left aligned

Continuous Performance Management

Continuous Feedback

• Comprehensive set of capabilities to give and request ad hoc feedback

• Replaces and extends existing ‘Request feedback on Achievements’ functionality with additional features:

• Request ad hoc feedback about employee and request feedback on activities

• Give ad hoc feedback to one or more people at once

• A central place to view and manage feedback

• Link received feedback to activities and/or achievements

• Increased controls for admins over who employees and managers are allowed to give feedback to and request feedback from

• Can be turned on independently from CPM core capabilities (activities, achievements, topics, coaching)

Why is it important?

• Employees can be more aware of their strengths and weaknesses by reaching out to others to get feedback or by receiving unsolicited feedback from others

Enabling Continuous Feedback

To enable Continuous Feedback capabilities, admins need to go to Admin Center > Continuous Performance Management Configuration and check ‘Enable Continuous Feedback’.

Request Feedback

This enhancement builds on existing achievement feedback request capabilities and extends it

with more ways to request feedback and more control over user permissions

• Feedback requests can be made about an employee in general, about an employee’s achievement, or an employee’s activity.

• Enables employee with the appropriate permissions to request feedback from one or more people at once.

• Enables manager with the appropriate permission to request feedback about a direct report from one or more people at once.

Prerequisites and Configuration

• Settings in Admin Center > Continuous Performance Management Configuration

• Configured in Admin Center > Manage Permission Roles > User Permissions > Continuous Performance Management

• Email notifications for feedback requests require enabling a provisioning switch (Intelligent Services)

• Homepage v3 required to access ‘Feedback Requests’ to-do homepage tile

Request Feedback

Employees and Managers with the right request feedback permissions have three ways

to request feedback from others:

• Request Feedback about an employee in general

• Request Feedback about an employee’s activity

• Request Feedback about an employee’s achievement

Request Feedback

• Employee can request feedback from others about self from own Feedback tab in CPM

• Managers can request feedback from others about a direct report from direct report’s feedback tab

Feedback Request on employee’s achievements

Feedback Request on employee’s activities

Requestees Accessing Feedback Requests

Request Feedback

After feedback has been received, employees can edit the linkage between a feedback

message and their Activities and/or Achievement.

• Feedback requested from an achievement is automatically linked to such achievement. Same with activities.

• The ability to link and relink feedback is only available to employees, and not to their managers.

Limitations

Achievement feedback received prior to 1711 will not appear in feedback tab, only in the achievement tab. We are planning to migrate such feedback in 1802 so all feedback is consolidated under the feedback tab.

Q4-2017 Updates

Mobile

Performance Reviews – iOS

Mobile Performance Reviews has been updated to allow iOS Mobile users to:

• Edit and view section comments in Performance Goal, Development Goal, Competency, and Custom Sections (May 2017)

• Send Performance Forms within an Iterative Route Map Step (August 2017)

• Add, edit, and delete Performance Goals and Development Goals on a Performance Form (September 2017)

• Add and delete Competencies on a Performance Form (September 2017)

• Edit and view all Custom element types in Custom Sections (September 2017)

• Apply legal scan on text entered in textarea fields (September 2017)

Why is it important?

Mobile users should be able to complete their Performance Reviews from their device anywhere, anytime.

Prerequisites

• PMv12A

• Mobile PM Reviews

• SuccessFactors iOS mobile application

Performance Reviews – iOS

Edit and view section comments in Performance Goal, Development Goal, Competency, and Custom Sections

Performance Reviews – iOS

Send Performance Forms within an Iterative Route Map Step

Performance Reviews – iOS

Add, edit, and delete Performance Goals and Development Goals on a Performance Form

Performance Reviews – iOS

Add and delete Competencies on a Performance Form

Performance Reviews – iOS

Edit and view all Custom element types in Custom Sections

Apply legal scan on text entered in textarea fields

Performance Reviews – Android

Mobile Performance Reviews has been updated to allow Android Mobile users to:

– Edit and view section comments in Performance Goal, Development Goal, Competency, and Custom Sections (August 2017)

– Send Performance Forms within an Iterative Route Map Step (September 2017) Why is it important?

Mobile users should be able to complete their Performance Reviews from their device anywhere, anytime.

Prerequisites

• PMv12A

• Mobile PM Reviews

• SuccessFactors Android mobile application

Performance Reviews – Android

Edit and view section comments in Performance Goal, Development Goal, Competency, and Custom Sections

Performance Reviews – Android

Send Performance Forms within an Iterative Route

Map Step

360 Multi-Rater: Internal Rater – iOS

The internal rater workflow for 360 Multi-Rater forms will be supported in the SuccessFactors iOS

360 Multi-Rater: Internal Rater – Android

The internal rater workflow for 360 Multi-Rater forms will be supported in the SuccessFactors Android