Configuring Route Maps

After navigating to Manage Route Maps, all route maps in the instance will be visible. Hovering over the spyglass icon will provide a preview of the workflow of that route map.

Please review the table below for a description of each column on the main landing page after navigating to Manage Route Maps.

Column	Description
Name	Click into the route to make any edits, or hover over the spyglass to see a quick summary of the steps within the route.
Active	Mark a route map as active or inactive. Inactive route maps are not selectable when attaching a route to a performance form. Route maps can also be deleted (look for the icon at the top right-hand side for each of the route maps).
Description	If a description has been added for that route map, it will be visible here.
Updated On	When the last update was made for the route map.
Related Templates	Indicates how many templates are currently active and using a particular route map. Several products in SAP SuccessFactors use route maps, so these templates are not exclusive to 360 Review forms.

A stage specifies the type of action employees can perform. Forms go through three main stages, including Modification, Signature, and Completion, but 360 Reviews also include an Evaluation Stage. Each stage can include multiple steps. For example, you can specify two steps in a Modification stage: a Planning Step, which allows employees to review and update the content of the form and nominate raters, and a Review Step, which allows managers to review the nominations and evaluate the content on the form.

At each stage, you can add a step to the workflow and reorder the steps, with the exception of the Evaluation, and Completion stages. However, the signature step will always be the step before completion. You can also edit any step in the workflow by clicking the name of that step.

In the Modify Stage, you can add steps where various roles are involved in editing the form, whether that means providing a performance rating on goals or competencies, adding comments to goals or competencies, or provisioning both ratings and comments.

In the Evaluation Stage, you must have one step. This step is where the forms are sent out to all raters because 360 reviews capture feedback from peers, direct reports, and external raters, if applicable, in addition to the typical employee and manager ratings. Forms will not be fully completed until all forms have been returned by all raters, and then detailed reporting information based on the aggregate ratings collected from all raters will be available.

If used, in the Signature Stage you can add steps where various roles are involved in signing off on the performance form. Form signers will also have the ability to add a comment along with their electronic signature.

In the Completion Stage, you can change the Step Name, and select Carbon Copy These User Roles Upon Document Completion , which determines who is copied on the form when it is completed.

Using steps within each stage, you specify which employees receive the form and what the employee is expected to accomplish. 360 Reviews are unique because this type of review must have an evaluation step where all raters who have been selected evaluate the subject of the review form. This evaluation step is enabled by the checkbox, I want to personalize the evaluation stage in a 360 review route map.

• Step Name: Name that will display on the route map within a form.
  Caution

  In 360 Reviews, the Step Name field doesn’t take effect in the Signature Stage. The step name always shows Signature, regardless of the name you’ve configured in this field. In 360 Reviews – SAP Fiori Version, this field takes effect in all stages.

• Step Description: Description that end users will see in the Engagement Card (To Do actions) in the Home Page. The description gives more context about the step. If this field is left blank, the Step Name will be used.
• Step Type: Single or Iterative. Collaborative steps are not supported in 360 Reviews (see a description of each in the next section: Modify a Route Map).
• Reviewer Roles: Roles associated with employees. The route map you define will use roles assigned to these users to determine who to send the process form to. Standard roles include Employee, Manager, 2nd Level Manager, First Matrix Manager, All Matrix Managers, HR Rep, HR Rep’s Manager, User, Originator, and Originator’s Manager. You may also define a custom role.
• Start Date: When a step begins. If you want to enforce the start date, you can select Enforce Start Date, and the form will be locked (read-only) until the enforced start date is reached.
• Exit Date: The form cannot be completed until this date has passed.
  Hint

  If you are using the Automatic send on due date option in the Due Date field, the exit date must be earlier than the due date.

• Due Date: The date the step is due. If you want to have the form automatically forward to the next step on the due date, select Automatic send on due date. The form will be sent to the next step on the day of the due date. Additionally, if you want to only send forms that pass the form validation check, select Only send forms that pass validation. To send all forms regardless of whether they pass validation, select Always send regardless of validation.

After adding a route map, open the route to define a name and description. To add additional steps to the route map, click the green plus icon within the Stage section on the left-hand side of the screen. This will allow you to name the new step and add to a stage.

After adding a new step, you have the ability to delete or move the step within the stage. To change the order of the steps, hover over a step and drag the six dots that appear on the left to the location where you would like to place the step.

Choose a step to define the name, description, step type, roles, and dates.

Within the modify stage, step types allow you to configure how many users will be involved in that step before moving on to the next step in the route map.

• Single Role: This step type is used if you want only one user to have an assigned action in this part of the process.
• Iterative: This step type allows multiple users to send the form back and forth to each other before moving on to the next step. Users have a clear definition of who has the form in their inbox for editing and review, and who it will be routed to next.
• Collaboration: This step type is not supported in 360 Reviews. If we try to associate a route map that contains a C step to a 360 review form template and save the modification, there will be a warning message indicating that the changes failed. The message will also note that the route map contains at least one C step, which does not support 360 review template.

The modifying, evaluation, and signature steps can each have a start, end, and due date. This can be helpful with managing the process and keeping all employees on the same schedule.

If the Enforce start date checkbox is selected, the form will not be available to edit by users until that date has been reached. If the Automatic send on due date checkbox is checked, the form will automatically be pushed to the next step in the route map on that date, regardless of whether ratings have been completed.

After the start, edit, and due date fields, there is a link to Show advanced options. You may use this area to edit the text that is displayed when a user hovers over a step in the route map with a cursor or to provide text the user will see when pushing the form from one route step to the next.

When completing a 360 review, the end user can view the route map on the 360 review form. The user can see who the next recipient of the form is and can forward the form to the next step when they have completed the review.

• Route Maps establish the workflow and steps that employees follow during the performance or 360 review process.
• Administrators may create a custom route map, copy an existing route map, or add an editable template from the SuccessStore in Manage Route Maps.
• A stage specifies the type of action employees can perform. Forms go through three main stages, including Modification (Modify), Signature, and Completion, but 360 Reviews also include an Evaluation Stage.
• Modification (Modify) and Signature stages can include multiple steps. Using steps within each stage, you specify which employees receive the form and what the employee is expected to accomplish.