Using the Career Worksheet

Exploring Future Roles in the Career Worksheet

Objective

After completing this lesson, you will be able to explore future roles with the Career Worksheet.

Career Worksheet Features

The Latest Career Worksheet begins with the Growth Portfolio, where employees can preview the information about their current role and any target roles they've chosen. The image below shows Aanya Singh's Growth Portfolio landing page and the different navigation options and actions available.

The Growth Portfolio landing page is shown with sections highlighted.

Note

If you are not seeing the same Growth Portfolio landing page shown in the screen above, the redesigned Growth Portfolio landing page needs to be enabled in Career Development Planning Feature Settings.

The following features are available with the Career Worksheet:

  1. Managers have a Team View available to track their team's career development in a summary view, including career aspirations and skill growth.
  2. Skills and Attributes: Employees can view their skills and attributes, add new attributes, and add proficiency ratings for their skills and attributes. The available skills and attributes come from the Talent Intelligence Hub.
  3. Roles and Aspirations: The current role is displayed, along with any roles the employee is targeting for future growth. Internal hires can also view and manage their upcoming role, which is triggered by a job code change.
  4. Explore Career Options: Offers opportunities for career growth based on current attributes and skills.
    • Explore Recommended Roles: two views are available to see recommended roles, a Career Path View and a Card View.
    • Browse All Job Roles: a list of all job roles in the organization is shown so employees can choose a future role.
  5. Role Summary: Each role can be expanded, offering the role readiness; top skills and attributes necessary to attain the role with proficiency levels and gap graphs; and the top skills and attributes the employee has already mastered.
  6. Go To Role Details: A link is available to see more details about the selected role (shown below).
  7. Opportunities to Grow: This is a list of recommended roles, assignments, learning, and mentoring programs from SAP SuccessFactors Opportunity Marketplace. Opportunities to Grow is available from the landing page of Growth Portfolio and the Role Details page. Non-intelligent recommendations are available if intelligent recommendations have not been enabled, or both intelligent and non-intelligent recommendations are available in applications enabled with intelligent recommendations. Additional details about intelligent recommendations are provided in the Opportunity Marketplace unit.

When Go to Role Details is selected, additional information is available about the selected role.

The top half of the role details are shown for a target role, with each section highlighted.
  1. Role details: Role name, readiness percentage, associated development goals, and job family. Select the readiness percentage icon or development goals icon for additional details.
  2. Actions available with the role:
    • Create Goal: Create a development goal associated with the role.
    • Evaluate Role Readiness: Launch a Role Readiness Form for this role. Option appears for logged in users, proxy cannot launch a Role Readiness form unless permissions are granted.
    • Remove Target Role: Remove this role as a target role, which removes it from the employee's Career Worksheet.
    • View Career Paths: Open the organizational career paths associated with this role. Personalized career paths are available with Explore Recommended Roles.
    • Bookmark the role.
    • Share a link to this role.
  3. AI Powered Career Insights: This generates insights into the selected role (current or future), powered by generative AI. It requires an AI units license. Additional details are available below.
  4. About This Role: Additional details about the role, including a list of employees already within the role and the number of job opening for the role (if configured). The role can be added to the People Profile or designated as a Primary target role. A link is provided at the bottom of the section (when expanded) that links to the full job profile in Job Profile Builder.
  5. Skills and Attributes to Improve: A list of the skills and attributes that need to be improved for the selected role.The bottom half of the role details are shown for a target role, with each section highlighted.
  6. Skills and Attributes You Have: A list of the skills and attributes that have already been mastered for the role.
  7. Opportunities in Progress: In-progress opportunities that have skills or attributes associated with the selected role, including assignments and open jobs.
  8. Opportunities to Grow: A list of recommended opportunities related to the role from the SAP SuccessFactors Opportunity Marketplace, same as the main landing page.

Once a role is selected (current role or future target role) and the role details are open, employees can generate personalized recommendations to help them reach their target role. They'll discover practical steps that they can take to grow their career based on SAP's generative AI analysis of their skills and experience and easily create development goals targeting the attributes they need to improve for the role.

AI-powered career insights for a Project Coordinator role are shown.

To generate AI-powered Career Insights, an AI units license is required plus the AI Services Administration permission granted under Manage AI Capabilities.

Note

The Latest Career Worksheet uses the same XML template as the Legacy Career Worksheet, but it will only work with the default Career Worksheet template.

Career Worksheet: Role Readiness Percentage

A Role Readiness percentage automatically calculates based on the attributes met or completed divided by the total number of attributes assigned to the role in Families and Roles.

The role readiness calculations are shown for two target roles on the career worksheet.

Career Worksheet: Gap Graphs

The Career Worksheet can populate a graph depicting the gap between a user’s attribute rating and the expected rating for that attribute for a particular role. The same attribute may have a different expected rating for different roles.

The rating indicated by the blue bar comes from the employee's last rating for that attribute, either from a performance form, readiness evaluation, or Growth Portfolio rating. A specific performance form called a Role Readiness form is often used to provide this rating.

The green arrow denotes the Expected Rating for a particular attribute from a particular role.

The career worksheet is shown with the gap graphs highlighted.

Career Worksheet: Role Readiness

Sometimes, an attribute is unmet because it has not been evaluated.

With the correct permissions, employees can launch a Role Readiness performance form directly from the Career Worksheet by choosing the Evaluate Role Readiness link. Once this action is taken, the employees can rate themselves based on individual attributes for the future role being considered.

The career worksheet role details screen is shown with the evaluate your readiness link highlighted.

Target Roles in the People Profile

Employees can display target roles within the Latest People Profile Spotlight.

By enabling the Target Roles card and checking the box in the Role Details labeled Visible in People Profile, the system will auto-populate the role names. In addition, these roles are visible in the Succession Talent Card with proper configuration.

The Latest People Profile Spotlight is shown with the Target Roles card highlighted.

Future Roles in Succession Management

Simply by selecting the Visible in People Profile checkbox in the Career Worksheet, the employee's current or future manager and succession planners can view the employee's career aspirations by capturing this data in the People Profile. Once this occurs, the information will be available in the Succession Management module.

Based on additional Succession Talent Card configurations, the employee's target future roles may also be displayed anywhere the Talent Card displays, like the Succession Org Chart, Lineage Chart, or the Matrix Grid Reports.

When succession planners nominate successors or discuss positions, the future roles of the employee are easily considered without the need for discussion.

The succession org chart is shown with the career goals of the talent card highlighted.

Suggested Successors in Succession Management

With proper data and permissions in Career Development Planning, the Suggested Successors feature will appear on the Succession Org Chart when adding successor nominees. The attributes assigned to the role associated with the position are compared to the attributes of users in the system to build the list of suggested successors.

The readiness of the suggested successors is calculated by dividing the number of role attributes on which a user has been rated by the total number of attributes assigned to that role. The users with the 10 highest readiness ratings are then listed as suggested successors for the position.

The succession org chart is shown with a list of suggested successor nominees highlighted.

Decisions Checklist for Career Worksheets

Based on the content in this section, please review the list of implementation decisions your company may need to make before implementation begins and discuss them with your stakeholders, project team, and SAP SuccessFactors implementation consultants. In this way, you will be better prepared to begin the implementation.

  • What roles should be permissioned to utilize the Career Worksheet? All employees or specific roles?
  • Do you wish to use the AI features in the Career Worksheet?
  • Do you currently utilize SAP SuccessFactors Performance Management or 360? (This question is relevant for the Role Readiness form, typically a modified PM or 360 form).
  • Do you currently weigh or capture the expected ratings and proficiency levels of role attributes?
  • Do you currently use SAP SuccessFactors Succession Management or intend to use it in the future? If so, would you like the ability to see the development plan, learning activities, or attributes within the succession tools?

Summary

  • The Career Worksheet enables employees to explore future roles, assess skills, set goals, and create a roadmap for career growth.
  • Role Readiness with Gap Analysis compares current attribute ratings to expected ratings using graphs, readiness percentages, and performance forms.
  • Suggested Roles and Career Insights use criteria to recommend roles, provide detailed role insights, and leverage AI to suggest development goals and plans.
  • The Preferred Next Move portlet captures and displays career aspirations in employee's People Profile, aiding managers and planners in decision-making.
  • The Latest Career Worksheet introduces Growth Portfolio, enhanced role previews, career options, AI insights, and guided paths for career progression.
Learning

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