Q1 2018 Release Highlights: SuccessFactors Performance and Goals

SAP SuccessFactors has delivered enhancements and updates across the SAP SuccessFactors® HCM Suite as part of their Q1 2018 product release. Here are a few key updates you should consider for SuccessFactors Performance and Goals, 360, Continuous Performance Management and Mobile.

GM UI v11 – End of Maintenance planned for Q1 2018, End of Life planned for second half of 2018
Goal Execution – End of Maintenance planned for end of 2018, End of Life planned for second half of 2019
PM v11 and PM v12 – End of Maintenance planned for Q2 2018 release cycle, End of Life planned for Q2 2019 release cycle 

Change Logging (Audit Reporting)

General

• Permission for Audit Reporting in ‘Admin Center Permissions’ is required.
• Personal Data Audit in ‘Manage Audit Configurations’ must be enabled.

Performance Management

• Report on any changes to the personal data as part of Performance Management Reviews.
  1. Rating and Comments changes
  2. Ask for feedback responses received from internal users as well as form external users
  3. Attachment uploaded/deleted
• Audit logs are only generated when the form is routed to the next step.
• Changes made to Custom fields or Custom sections are not logged.
• Audit logs only supports up to 4,000 characters for text fields.
• The date range for change log reports is limited to three days.
• Change logging for external users is not supported in this release.

Goal Management

• Report on any changes to the Goal Plan.
• Changes made to Custom fields configured in the XML are not logged.
• The date range for GDPR change log reports is limited to three days.
• The date range for Non-GDPR audit reports is seven days.

360

• Report on any changes to the personal data as part of 360 Reviews.
  1. Rating and Comments changes only
• Audit logs are only generated when the form is routed to the next step during the Evaluation and Signature stages.
• Changes made to Custom fields or Custom sections are not logged.
• The date range for change log reports is limited to three days.

Continuous Performance Management

• Report on any changes to the personal data as part of their CPM.
• The date range for GDPR change log reports is limited to three days.

Data Purge

General

• Supports the ability to permanently remove personal data for a subject user as stated within the Data Protection and Privacy regulations as part of the Master Data Purge.
• Requires the following: Role Based Permissions (DRTM Performance Management), MDF (Generic Objects), Enable Data Retention Management

Performance Management

• All personal data for the inactive subject will be purged as part of the Master Data Purge.
• Requires the following: PMv11, PMv12 or PMv12A

360

• All completed and in progress 360 Review for the inactive subject will be purged as part of the Master Data Purge

Goal Management

• All Goal Plans for the inactive subject will be purged as part of the Master Data Purge
• The change log data in not yet included.

Continuous Performance Management

• All CPM personal data for the inactive subject will be purged as part of the Master Data Purge

 Configuration Type: Admin Opt-In

Why is it important? It allows an individual’s personal data to be removed once there is no longer a compelling reason to maintain the data (such as termination of employment) and it supports the requirements of Data Protection and Privacy regulations.

Performance Management

Information Reporting

• Enables users to obtain their personal information in an open format so they can reuse it for their own purposes across different services.
• Requires the following: Role Based Permission (Admin Access to Forms OData API), MDF (Generic Objects), PM v12A
• Information reporting only pulls the fields identified as ‘personal data’.
• Configuration can be used to include or exclude fields.
• Generating Information Reporting for External Users is not supported in this release.

Configuration Type: Admin Opt-in

Why is it important? Supports the data portability and access requirements within Data Protection and Privacy regulations by allowing users to access their personal data in a format that can be easily transferred to another environment.

Mobile

360 Multi-Rater - Internal Rater (iOS & Android)

• The internal rater workflow for 360 Multi-Rater forms will be supported in the iOS & Android Mobile apps.
• Participate in or decline a 360 Multi-Rater request.
• View, rate, and provide comments for Performance Goals, Development Goals, and Competencies.
• Provide section comments for Performance Goals, Development Goals, and Competency sections.
• Provide an overall rating and summary section comment and view calculated and adjusted calculated overall summary ratings.

Configuration Type: Admin Opt-in

Why is it important? Mobile users can now complete a 360 Multi-Rater request at any place or time.

Performance Reviews (Android)

• Allows Android users to add, edit, and delete Performance Goals and Development Goals on a Performance Form.
• Competencies can be added or deleted on a Performance Form.
• Custom elements types in Custom Sections can be viewed and edited.
• Perform legal scans on text entered in ‘textarea’ fields.
• Requires PMv12A and Mobile PM Reviews

Configuration Type: Universal

Why is it important? Android users can now complete performance forms at any place or time.

Goals Management

• Supports the adding, editing, and deleting of sub-goal tables and fields (tasks, milestones, targets).
• Allows users to add, edit, and delete comments.
• Must enable Goal Management and Mobile Goals

Configuration Type: Universal

Why is it important? Mobile users can now add and edit sub-goals and provide comments at any place or time.

Continuous Performance Management

Migration of Achievement Feedback to Continuous Feedback

• Migrates CPM Achievement Feedback requested and provided before Q4 2017 release to the newest CPM Continuous Feedback entity.
• Requires the use of Achievement Feedback before CPM Q4 2017 release

Configuration Type: Universal

Why is it important? It consolidates the view of all feedback to the CPM Feedback tab.

Feedback Ad-hoc Reporting

• Allows users with the proper reporting permissions to include feedback-related data in their CPM ad-hoc reports.
• Requires permission to run CPM reports

Configuration Type: Universal

Why is it important? Gives people in HR and Management roles the ability to get a total view of the feedback that is being provided on an employee.

Minor but Helpful Enhancements:

• Mobile – Continuous Performance Management
  1. Achievement Feedback functionality restored.
  2. Ability to link Achievements to Performance goals and development goals for iOS. (March 2018)
  3. Ability to link Achievements to Performance goals and development goals for Android. (April 2018) 
• Goal Management
  1. Improved User Experience for Posting (saving) Goal Feedback

For the full list of updates in the Performance & Goals solution, visit the SAP SuccessFactors Community.

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