Describing 360 Reviews

Objective

After completing this lesson, you will be able to describe the purpose and goals of 360 Reviews.

Terminology

TermDefinition
FormUsed to record information, such as the evaluation of an employee’s performance during a review cycle.
Form TemplateForm templates define the information about an employee that populates (e.g., competencies, goals, or personal information), the information collected on a form (e.g., ratings and comments), and who is involved in providing some type of feedback on the form (e.g., employee, manager, or HR manager).
CompetencyCompetency refers to the ability to perform a specific task or achieve a certain result, often involving a combination of knowledge, experience, and personal attributes. It encompasses a broader range of attributes, such as problem-solving abilities, critical thinking skills, and the capacity to adapt to new situations.
SkillSkills are specific, teachable abilities that are acquired through training, practice, or experience. They are typically more focused and concrete, such as technical proficiencies, language fluency, or computer programming expertise.
AttributeIn the context of Talent Intelligence Hub (TIH) framework, attributes refer to both competencies and skills. Other attribute types are supported in TIH, but only competencies and skills can be evaluated in a 360 Reviews form.
Attributes LibrarySkills and competencies in organizations are grouped in Talent Intelligence Hub altogether, but on the previous frameworks, like Job Description Manager and Center of Capabilities, the competencies would be organized in libraries. Skill libraries would be maintained in Job Profile Builder prior to upgrading to Talent Intelligence Hub.
Job FamilyA Job Family refers to a group of jobs that are similar in nature and require similar skill sets and competencies. For example, the HR job family may include roles such as HR generalist, HR manager, HR specialist, and HR director.
Job RoleA Job Role refers to the specific responsibilities and duties associated with a particular job within a Job Family.
PerformanceThe execution or accomplishment of a task, often measured with a rating to determine quality of task executed.

Note

An important part of 360 Reviews is evaluating Competencies and Skills, which are typically assigned to an employee's job role and can be filled out in the forms using Job-Specific sections.

In SAP SuccessFactors, there are different job architectures and attribute content frameworks, with a set of capabilities that are not identical in each case. In this course, you will be exploring the job architecture and attribute content using the newest scenario with Job Profile Builder (to assist on setting up Families and Roles and map attributes to these) and Talent Intelligence Hub (to store the attribute content, such as Competencies and Skills, as well as the Growth Portfolio, the central repository for employees attributes, skills and aspirations). Other scenarios are possible as of now, but this is the recommended and future approach for all customers.

360 Reviews Overview

360 Reviews open up employee performance appraisals to greater depth and breadth of feedback. This full-circle view of performance provides more insight for coaching and development, and ensures more accurate, effective, and fair assessments.

  • Develop comprehensive feedback: Incorporate self-ratings, peer review, and upward assessments for feedback at all levels.

  • Gain a holistic performance perspective: Get feedback from outside employees’ hierarchies or departments and gain a broader view.

  • Automate workflows: Stay ahead of deadlines with integrated email reminders and requests, plus automatic routing of forms among managers, employees, and peers.

  • Identify hidden strengths and weaknesses: Pinpoint skills, competency and skill gaps, reward drivers, and other performance trends.

  • Use limited compensation budgets effectively: Make pay decisions with valid, objective, and anonymous feedback to gain a candid perspective.

An Overview of the 360 Reviews Cycle

360 Reviews require far more involvement than a classic performance form, because of the wide range of ratings collected during the review cycle. However, this type of review provides incredibly colorful and diverse data from direct report ratings, peer ratings, manager rating(s), and a self-rating. SAP SuccessFactors provides many reports to analyze review data and call out gaps between an employee’s self-review and all other ratings. When collecting ratings from direct reports and peers, it is always preferred to have many raters to preserve anonymity. SAP SuccessFactors also provides many settings to allow complete anonymity for the most candid and realistic feedback to be collected.

360 Reviews can coincide with the performance review cycle or off-cycle as a completely separate process.

360 Reviews Cycle Phases

360 Reviews Cycle PhasesDescription
Approval phaseApprovers review the form content and choice of participants, make changes on the form (as required), or authorize the content. There can be multiple approvers.
Evaluation phaseParticipants receive and review the 360 form to provide ratings and comments, and any other evaluation feedback about the subject. Subject (Self) and Manager are participants. Some other participants might be able to decline to participate or complete their evaluation.
Post Review phaseAn optional phase before the Completion or Signature phases that will let you make changes to ensure that you get the feedback you want. You can refill the participant list in case many originally invited participants declined, send back forms if needed, recall form to review own evaluation, review comments from feedback providers, ensure participant anonymity and analyze overall 360 feedback. For this particular phase, it may be recommended to add a step in the route map after the evaluation and before this is completed.
Signature phaseThis is not common since the signature steps are not recommended in 360 Reviews.
Completion phaseManagers and other roles with access to Detailed 360 Report review the report views to analyze results and provide development suggestions or any other feedback based on the holistic evaluation received from all participants.

Forms and Form Templates

What is a Form?

A form is used to record information, such as the evaluation of an employee’s performance during the review cycle. Forms are generated from form templates. The form that each employee receives will contain all the elements of the form template on which it is based. Forms are launched by the administrator and follow a process that is dictated by a route map.

What is a 360 Template?

360 Templates are the basis for all 360 Reviews forms in SAP SuccessFactors. The form templates contain the layout, sections, and workflow for each form. The form templates that your company is using were uploaded when SAP SuccessFactors was implemented.

When to Edit a Template

Your existing form templates are ready to use as-is, and in most cases, you do not need to make modifications. It is possible to make several modifications to 360 Reviews forms and turn various settings on or off, but specialized configurations have to be completed in the back end by an SAP SuccessFactors implementation consultant. If special configurations have been made to a 360 Template that your organization is using, the best practice is to copy the previous 360 Reviews cycle’s template and rename it for the current cycle to retain configurations.

Note

The latest version of 360 Reviews is the SAP Fiori Version. If you see any content related to 360 V11 or Legacy 360 Reviews in this training course or the Implementation guide, it is only relevant as an informative reference, or in case there are legacy templates available in the system. In that case, these templates would need to be upgraded to the SAP Fiori version if needed to be used for the 360 Reviews cycle. More information is available later in this course, which explains the process of conversion for legacy templates.

Note

To align with the Implementation guide in the Help Portal, we are now using the term 360 Template (as defined above) throughout the course, instead of 360 Reviews Form Template, as was previously used.

360 Reviews Permissions

When launching a form template for testing, you must verify that the correct role-based permissions have been configured.

  1. Navigate to Manage Permission Roles from the Action Search.

    Note

    In this training guide, the Action Search is referred frequently to navigate to actions and other tools rather than accessing from the Admin Center. But all of these actions that you will navigate from Action Search can be also found in the Tools tile within Admin Center.
  2. Create a role for any users who should have the ability to launch forms, or edit an existing super administrator role.
  3. In the User Permissions area, select General User Permission, and verify that the Permission to Create Forms checkbox and the All radio button are selected. If you only want a group of users to have the permission to generate a 360 review form but not other forms, select only the required 360 Templates from the drop-down option, using the alternative radio button.This is a screenshot of Add Permissions. The General User Permission, Permission to Create Forms checkbox and 360 Review Form Templates are highlighted.
  4. Additionally, permissions to launch forms should be granted for the administrator to use Launch 360 Reviews tool. In the Administrator Permissions, locate the Manage Form Templates category and select the following permission: Mass Create Form Instances (Launch Forms now). Additionally, the Scheduled Mass Form Creation (Launch forms later) can be granted to launch 360 Reviews forms based on a determined schedule. This is a screenshot of Manage Form Templates with Mass Create Form Instances (Launch Forms now) and Scheduled Mass Form Creation (Launch forms later) options highlighted.

Hint

These permissions are also used to launch Performance forms. However, for 360 Reviews, administrators can either navigate to Launch forms and select 360 as the form type, or navigate directly to Launch 360 Reviews where 360 is preselected.

Mobile-Related Features

SAP SuccessFactors Mobile features are not covered in this course, but customers should be aware that these features are continually being developed. As customers increasingly rely on mobile devices for enhanced productivity, SAP SuccessFactors Mobile continues to evolve to meet this demand. iOS and Android features may differ. The following resources are helpful for an overview of the features supported:

SAP SuccessFactors Mobile Features

Mobile 360 Reviews Feature Support

Summary

  • 360 Templates are the basis for all 360 Reviews forms in SAP SuccessFactors. The form templates contain the layout, sections, and workflow for each form.
  • The 360 Reviews cycle allows for a greater depth and breadth of feedback to ensure accurate, effective, and fair assessments and more insights for coaching and development decisions.
  • The main 360 Reviews cycle phases include the Approval phase, where the form content and participant list are reviewed, and the Evaluation phase, where participants receive the form to provide their ratings, comments, and any other feedback about the employee.