SAP SuccessFactors Talent: Volume 1: A Complete Guide to Configuration, Administration, and Best Practices: Performance and Goals

Description

Take an in-depth look at SAP SuccessFactors talent modules with this complete guide to configuration, administration, and best practices. This two-volume series follows a logical progression of SAP SuccessFactors modules that should be configured to complete a comprehensive talent management solution. The authors walk you through fully functional simple implementations in the primary chapters for each module before diving into advanced topics in subsequent chapters.  In volume 1, we start with a brief introduction. The next two chapters jump into the Talent Profile and Job Profile Builder. These chapters lay the structures and data that will be utilized across the remaining chapters which detail each module. The following eight chapters walk you through building, administering, and using a goal plan in the Goal Management module as well as performance forms in the Performance Management module. The book also expands on performance topics with the 360 form and continuous performance management in two additional chapters.  We then dive into configuring the calibration tool and how to set up calibration sessions in the next two chapters before providing a brief conclusion. Within each topic, the book touches on the integration points with other modules as well as internationalization. The authors also provide recommendations and insights from real world experience. Having finished the book, you will have an understanding of what comprises a complete SAP SuccessFactors talent management solution and how to configure, administer, and use each module within it. You will: · Develop custom talent profile portlets  · Integrate Job Profile Builder with SAP SuccessFactors talent modules · Set up security, group goals, and team goals in goals management with sample XML · Configure and launch performance forms including rating scales and route maps · Configure and administrate the calibration module and its best practices Table of Contents About the Authors About the Technical Reviewer Acknowledgments Chapter 1: An Introduction to SAP SuccessFactors Talent Modules Welcome! What Will We Cover? Key Concepts Instance/Company Provisioning Role-Based Permissions Search Bar User Data File Check Tool DTDs Text Replacement and Manage Languages Mobile Let’s Get Started! Chapter 2: Talent Profile People Picker in the People Profile Talent Profile Building Custom Portlets Creating a Background Element in UI Enabling the Business Configuration UI Prerequisites Enabling the BCUI in Your Instance Permissions for the BCUI Block Settings Data Fields Configuring Picklists Configuring Talent Profile People Profile Blocks Talent Block Personal Information Compensation Information Custom Blocks Adding a Section Adding a Block Configuring General Settings Configuring Header Fields Configuring Talent Data Settings Set Permissions on the Portlet Manager Permissions Roles Permissions to Be Assigned Import and Export Data Import Extended User Information Scheduled Jobs to Export Data Exporting Background Elements Data with Integration Center Case Study Description Solution Conclusion Chapter 3: Job Profile Builder Configuration in Provisioning Setting Up Security Permissions Setting Up Visibility: Job Profile Setting Up Visibility: Skill Profile Setting Up Visibility: Rated Skills Configuring Role-Based Permissions Job Profile Builder Content Family Creating Families Using SuccessStore Creating Families from the UI Editing Skills Roles Skills Competencies and Competency Type Competency Type Mass Create Competency Type Competencies Job Profile Object Dependencies Manage Job Profile Content Import/Export Job Profile Template Configure Job Profile Template Job Profile Job Profile Builder: Workflows Configuring Job Profile Builder Workflow Job Profile Builder Workflow: Display in ToDo Tile Job Profile Acknowledgement Settings Case Study Description Solution Conclusion Chapter 4: Basic Goal Management What Will We Cover? Basic Configuration of Goal Management Prerequisites for Configuring Goal Management Provisioning Configuration Assigning Permissions to Configure and Administer Goal Management Primary Configuration of Goal Management Goal Template Configuration Goal Library Email Notifications Enable Mobile Features Assigning Goal Form Permissions to End Users Create an Employee Role Create A Manager Role/HR Role Basic Goal Plan Features Requiring XML Configuration Downloading, Editing, and Uploading the XML Goal Plan XML Format Tag Element Element Element and  Elements and  Elements Element Element Element Elements Element and  Elements Elements Elements Elements Element Element Element Wrapping Up Basic Configuration Using Goal Management Creating and Cascading Goals as a Manager Creating and Aligning Goals as an Employee Wrapping Up Chapter 5: Alternate Goal Management Concepts and Functionality Administering Goals Using Mass Update Tools Mass Import and Assigning of Goals Prerequisites for Setting Up Import Goals Beta Import Goals Legacy Import Goals Adding Permission to Import Goals to End Users Transferring Goals Between Employees Set Up Provisioning Assign Permissions Using Goal Transfer Alternate Goal Management Concepts and Features Goal Execution/Alignment Chart Goal Execution Prerequisites Provisioning Settings Configuration Permissions Goal Execution/Alignment Chart Configuration Assign End User Permission Roles Using Goal Execution Goal Plan State Configuring Goal Plan State Using Goal Plan State Custom Calculations Configuring Custom Calculations View Goal Scores as an End User Group Goals Prerequisites for Configuration Configuring Group Goals Assigning End User Permissions Using Group Goals Team Goals Prerequisites for Configuring Team Goals Configuring Team Goals Assigning End User Permissions Using Team Goals as an End User Initiatives Prerequisites for Configuring Initiatives Configuring Initiatives Assigning End User Permissions for Initiatives Using Initiatives as an End User Conclusion Chapter 6: Introduction to Performance Management Decisions to Make When Configuring the Performance Form Template Provisioning Role-Based Permissions for Performance Management Admin Performance Management Feature Settings Spell Check Add or Remove a Word Import Words Download the Company Dictionary Legal Scan Manage Legal Scan Library Legal Scan Library Import Form or Template? Route Maps Manage Route Maps Route Map Creation SuccessStore Route Maps Copy a Route Map Build a Route Map Route Map Stages Route Map Options Modify Stage Steps Step Dates Route Map Advanced Options Signature Stage Steps Completion Stage Step Introduction to Ratings Rating Scale Create a New Rating Scale Rating Scale Options Build Your Own Scale Copy a Rating Scale Manage Templates Add a Template from SuccessStore Copy a Form Template Template Components General Settings Overview Section Overview General Settings Advanced Settings Default Dates for Form Creation Show Advanced Options Saving the Template Advanced Options Permissions Buttons and Pods Other’s Rating Tab Permissions What’s Next? Chapter 7: Performance Form Template Settings Template Sections Section, Action, and Field Permissions Introduction Section Employee Information Section Review Dates Section Mid-Year Section Additional Comments Section Custom Section Weights Goals Section Rating Scale Appearance Permissions for a Section Section Permissions Action Permissions Field Permissions Required Field Permissions (Optional) Custom Element Permissions (Optional) Development Goals Section Competency Section Competency Section Types Custom Competencies Competency Permissions Behaviors Summary Section Options Section Permission Section Rating Calculation Calculated Overall Form Rating Manual Overall Form Rating Adjusted Calculated Rating Rating Scale Appearance Signature Section Objective Competency Summary Section Performance Potential Summary Section Customized Weighted Rating Section Conclusion Chapter 8: Administering Performance Management Forms Email Notifications Custom Notification by Template Tokens Customize Notification Settings Set Email Send Option Background Job Schedule for Notifications Role-Based Permissions Employee Permissions Manager Permissions HR Manager Permissions Set Route Map Dates Schedule Auto Route Step Due Background Job Relative Due Dates on the Route Map To-Do Tile General Settings Rename To-Do Tiles Show/Hide To-Do Tiles Supplemental To-Do Items Launch Form Launch Date One-Time Launch Recurring Schedule Review Period Review Period Options Select Employees Edit Introduction Texts Summary Additional Admin Functions Reporting Standard Reports Dashboards Ad Hoc Reporting Performance-Related Blocks on People Profile Delete a Form Restore a Form Hide Document Visibility By User By Doc ID By CSV Upload Restore Document Visibility Route a Form Search by Form ID Search by Form Template Search by Employee’s Folder Search by Subject User Modify a Route Map Change Step Due Date Change Step Types and Permissions Add a Step Remove a Step Import Overall Scores Conclusion Chapter 9: Using Performance Management Forms Performance Form Walk-Through Performance Inbox In Progress Completed View of the Performance Form Route Map on the Form Pods on the Form Required Fields Supporting Information Pod View-Only Sections Editable Sections Goals Section Competency Sections Writing Assistant Additional Comments Section Custom Section Spell Check Legal Scan Submitting a Form to the Next Step Manager View of the Form Team Ranker Pod Gap Analysis Pod Supporting Information Pod EZ-Rater Other’s Rating Tab Send a Form Back a Step Summary Section Team Ranker Pod Confirmation Screen with No Comment Option Calculated Overall Rating Signature Step Completed Step Reporting Dashboards/Tiles Drill Down Report Center Ad Hoc Reports Performance History Portlet Conclusion Chapter 10: Performance Management XML and Translations Accessing the XML Sections Adding a Section in the XML Move Sections Route Step IDs Meta Section Rating Scale Ratings to Display as Text Button Permissions Attachments Ask for Feedback Permissions Goal Tab Permissions Sections Section Name Tag Section Introduction Tag Rating Options EZ-Rater Graph Visibility Section Config Tag Section Element Tag Introduction Section Employee Information Section Change the Display Field Order Rename a Field Include a Custom Field Update View of Data Review Dates Section Goals Section Hide Goal Tabs by Section Other’s Rating Tab Field Permissions Within a Section Rating and Comments Visibility in the Other’s Rating Tab Item Comments by Role Goal Plan Fields That Display in the Goals Section Make Goal Plan Fields Read-Only Item Comment and Section Comment Labels Item Comment Labels Item Rating Labels Filter Goal Categories to Be Included in the Performance Form Competency Section Competency Categories on the PM Form Competency Match in the Core Competency Section Restrict a Job-Specific Competency Category Summary Section Custom Section Signature Section Translation with the Performance Management Module Conclusion Chapter 11: Ask for Feedback, Get Feedback, Add Modifier, and Add Signer Ask for Feedback Configuring Ask for Feedback General Settings Route Map Setting Email Notification Using Ask for Feedback Team Overview Get Feedback Configuration of Get Feedback Form Template Advanced Settings Button Permissions Section and Field Permissions Email Notification Using Get Feedback Add/Remove Modifier or Signer Configuration Using Add Modifier or Add Signer Conclusion Chapter 12: 360 Review Participants in a 360 Review Feedback Process Activating 360 Review in Provisioning Named and Anonymous 360 Process Permissions Admin Center–Related Configuration Steps Configuring a 360 Review Feedback Form Configuring a Route Map Building a New Route Map Using Predelivered Ones from the Library Manually Building a Route Map Managing Templates Form Template Settings Email Notifications Calibration Prerequisites Post-Review Phase XML Configuration Adding a Custom Competency Making 360 Names for the Manager and Anonymous for All Others Configuring a Minimum/Maximum Number of Raters Integration with Career Development Planning Integration with Learning SAP Fiori Version Deployment Launching Forms Accessing the Form Reviewing the Form as the Subject Reviewing the Form as the Manager of the Subject Providing Feedback/Ratings as an External Rater Providing Feedback/Ratings as an Internal Rater Subject/Manager Rating the Form Completing the Process Case Study Conclusion Chapter 13: Continuous Performance Management Activating Continuous Performance Management Permission Settings Continuous Performance User Permission Continuous Performance Management Managing Continuous Performance Mobile App Continuous Performance Management Configuration Activities Achievements Integrating Achievements with SuccessFactors Performance Management Integrating Achievements with Goals Management Integrating Achievements with Development Goals Integrate Achievements with Calibrations Templates Reporting Case Study Case 1 Solution 1 Case 2 Solution 2 Request Feedback/Give Feedback as an Employee Request Feedback/Give Feedback as a Manager Conclusion Chapter 14: Configuring Calibration Enable Calibration in Provisioning Calibration Reporting Permissions Configuring Calibration in the Succession Data Model Rating Elements Display Options Filter Options Calibration History Portlet Instance Setup for Calibration Calibration Role-Based Permissions Manage Calibration Permissions Reporting Permissions End User Permission for the Calibration Tab Calibration History Portlet Role-Based Permissions Configuring the Performance Form Template and Route Map Email Notifications Calibration Concepts Calibration Tools Manage Calibration Templates Basic Info Tab Data Tab Performance Compensation Employee Profile Talent Flags Others Views Tab Dashboard View List View Bin View Matrix Grid View Advanced Tab General Options Rules Thresholds Restrict Calibration Role Access by Target Population Comment on Change of Ratings Calibration History Portlet Executive Review Tab Manage Calibration Settings Permissions Tab Permissions for Actions Manager Template Tab Search Results Fields Tab Global Settings Configuring the Calibration Talent Card Manage Permissions for Executive Review Enforce Comments on Rating Change Adding the Calibration History Portlet to Employee Profile Calibration Home Page Tiles Team Calibration Summary Tile Calibration Alerts Text Replacement Conclusion Chapter 15: Calibration Sessions Manage Calibration Sessions Calibration Sessions Overview Screen Calibration Session Options Export Calibration Sessions Filter Calibration Sessions Search for Calibration Sessions Calibration Session Target Groups by Role Basic Info Tab People Tab Validation Tab Activation Mass Calibration Activities Mass Create Calibration Sessions Validate Import File Required Entries Optional Entries Create Sessions Validate Sessions Activate Sessions Mass Delete Sessions Manager Creates Sessions Manager Creates Calibration Sessions in Team Overview Running a Calibration Session Dashboard View List View Actions Mark as Discussed Analyze Subjects Filter Options Display Options Print Email Export Unrated More Options Performance Forms Calibration Talent Card Additional Employee Data Access Comment Quick Card Rating Updates Bin View Bin View Rating Updates Matrix View Matrix View Rating Updates Calibration Alerts Executive Review View Standard Graphs Subjects List Sensitive Data Graphs Finalize a Session Mass Approve Sessions Calibration Summary Tile Calibration History Portlet Reporting Conclusion Chapter 16: Conclusion Index