Reviewing User Options on the Home Page

Objectives

After completing this lesson, you will be able to:
  • Describe the different activities menu options in the Home Page and its uses.
  • Find Learning in the Library.
  • Explore Personalized Recommendations.

Activities Menu

The Activities menu can be found in the top right corner of the Learning Home Page. This menu provides access to various screens and functionalities, including Curricula, QuickGuides, Learning History, Collections, Accomplishments, Approvals, Orders, Reports, Training Planner, External Learning Requests, the SuccessFactors Website, Options and Settings, and the Add to Learning History Tool.

The activities menu is expanded on the Learning Home Page.

The specific options available to users depend on their role, permissions, and system configuration. Below is a list of the most used activities.

  • Curriculum Status: displays a list of all the curricula currently assigned to the user and the status of each. The user may select the title of any curriculum for detailed information.The curriculum status page is displayed.
  • QuickGuides and Collections: Users can create their own content and make it available in the Library. Collections are groups of links, online items, quickguides, and programs. Users may create a collection, publish it to the Library, and recommend it to others. Collections may also be created by administrators and recommended to users with an Assignment Profile. QuickGuides are multi-page job aids with text and images that may be published and recommended.
  • Learning History: Users can view, search, and sort completed work. The records are organized by both the title and the completion date. When a user selects a title, they can see more information about the completed work. If there are completed items that are waiting for the user's rating, they can rate them using stars. Additionally, more information about consolidated history records for employees with multiple USER IDs may be included.The Learning History page is displayed.

    If configured, a user can add history records for items directly from the Learning History tile by selecting the Add button.

    Users can print a certificate of completion for successful events. Certificate Templates may be created by administrators and applied to different items and classes in the system.

  • Accomplishments: users can set learning goals against the topics that interests them and be able to track the progress. Accomplishments allow users to access information about the number of courses completed per month, total learning time per month, or time spent by topic.
  • Approvals: managers and other users who are approvers will see any pending approvals that await their decision.
  • Reports: Users can be permissioned to run reports on their history or assignments. HRBPs may run reports for Self or their HR Business Partner Employees. Managers can be permissioned to run reports for Self, Direct Reports, All Direct Reports, or All (everyone including themselves), Including Alternate Direct Reports.The Reports Interface for Managers is displayed.
  • Add to Learning History: if permitted, a user may add a history record to their learning history. The item must be set to allow this and be in a library the user can see. If this function is not desired, the user role may be edited to remove this permission.Add to Learning History page is displayed. Two types of items can be added: Item Based Event and External Event.
  • Options and Settings: the user may edit their Learning Plan Email Notifications settings and (if permitted) set their locale, time zone, and locale formats. Managers may delegate permissions to other users to make them Delegate Managers.

Search for Learning Field

From the Learning Home Page, a user can search for learning using the Search for Learning field. Enter keywords and select the Search icon.

Users can also use the Browse Library button to find learning by category. Users may search for items, curricula, programs, collections, and quick guides to self-assign. If self-registration is permitted, the user can enroll in an available class.

The Search for Learning field is highlighted on the Learning Home Page.

Enhanced Search

Enhanced search provides options to locate learning activities by finding matches across multiple fields and languages and offering filters and sorting features to narrow search results.

From the new Learning Home Page, users can search for learning activities by Title, Description, Entity ID, Attribute (Skill or Competency), Category, Region, or Instructor Name.

After entering the second character in the search field, the type-ahead feature displays suggested searches in a drop-down list. The drop-down list also displays learning activities that match the search value. The search looks across all languages to find matches, regardless of a user's locale. A user can select a specific activity from the suggested results, and the details are displayed in a new browser tab. This preserves the search criteria and results on the original page.

To browse options for a search value, users can enter a value in the search field and select the search icon to see the results for the search value they entered. Results will display on the Find Learning page.

Find Learning Page

The Find Learning page displays the search results. Relevant filter options display dynamically in the Filters panel, hiding options not found in the results. Resulting options are displayed in groups and show the count of matching search results. Keywords are highlighted in the descriptions.

Users can take the following actions: Refine the search using filter options; sort the search results by duration, price, rating, or title; bookmark search results; recommend search results to their peers; view details of the learning activity in a new tab, maintaining their position in the search results; perform a new search, using a new search value while preserving selected filters; and reset filter selections to the default values.

Enhanced search is also accessed when searching for courses to complete hours-based curriculum requirements. The search results are pre-filtered to include courses with Credit Hours, CPE Hours, Contact Hours, or Total Hours.

The Find Learning page displays the search results.

In the search results, the user will see all the entities that meet their specified criteria and filters. Action links will be available for self-assigning (Assign to Me) or assigning to direct reports (Assign to Others) if the user is also a manager or HRBP. Other actions might be available depending on whether the item is online or instructor-led and if there are any classes in the user’s library already or if they may request them.

The action links for an entity are highlighted.

If the Open Content Network (OCN) is configured, the OCN Provider sources such as Coursera, Linked In Learning (formerly Lynda), Open Sesame, Open HPI, Harvard ManageMentor, Udacity, or edX may display as filters.

Consider how your item data can be organized to assist users browsing the library.

Once the desired learning entity is found in the library, the user may self-assign it or take another action (such as request a class or recommend). Users who are managers may assign items, programs, and curricula to others (their direct reports). If permitted, they may also register them into classes from their library.

User-Created Content

As part of facilitating collaborative learning, users may be permitted to create their own content and make it available in the libraries. Collections are groups of links, online items, and programs. Users may create a collection, publish it to the library, and recommend it to others.

QuickGuides are multi-page job aids with text and images that may be published and recommended.

Accomplishments

Accomplishments are a record of a user's completed learning activities and achieved qualifications. Here's a breakdown of what accomplishments typically include:

  1. Completed Learning Activities:
    • Courses: Online or instructor-led courses that the user has completed.

    • Curricula: A group of courses the user has finished as part of a structured learning program.

    • Learning Programs: Long-term learning initiatives that the user has participated in and completed.

  2. Achieved Qualifications:
    • Certifications: Formal recognition that the user has demonstrated a particular set of skills or knowledge, usually by passing an exam.

    • Accreditations: Recognition from an external body that the user has met specific professional standards.

  3. Other Accomplishments:
    • Badges: Visual representations of skills or achievements the user earns.

    • Completed Assessments: Tests or quizzes that the user has passed.

Accomplishments in SAP SuccessFactors LMS can be tracked and reported on, providing insight into individual users' learning progress and achievements and the overall workforce. They can also be linked to performance reviews and succession planning, helping to create a comprehensive picture of an employee's skills, knowledge, and readiness for future roles.

The Learning Accomplishments page is displayed.

The access to Accomplishments is controlled by a permission in the User role (System AdministrationSecurityRole Management).

Personalized Recommendations

Note

The visibility of Personalized Recommendations is currently only available in the legacy user interface.

Powered by the machine learning technology of SAP AI Business Services, personalized recommendations are generated for users who are employees based on their profile information, growth portfolio attributes, and their system interactions and activities.

The Personalized Recommendations section is displayed.

Skills-based learning recommendations are also included if you have enabled Talent Intelligence Hub and associated skills and other attributes with your learning activities (such as Items and Programs) and users have maintained skills and other attributes in their Growth Portfolio.

The SAP AI Business Services utilizes user data to retrieve, analyze, and identify patterns. The data is used to train machine learning algorithms, resulting in personalized and unique recommendations for the users that enhance job performance, foster learning from each other, and upskill.

Employees can use the following features to explore their personalized recommendations:

Explore More: View all the recommendations to see if any are relevant. Choose a card to learn more about the recommendation. Visit the page regularly to explore new possible recommendations.

Note

A recommendation will not be created for learning already on their learning plan, bookmarked, or completed.

Bookmark recommendations: Save a recommendation for later by choosing the bookmark icon on the card. Bookmarked items will appear in the Latest Bookmarks section of the new Learning Home Page.

Mark recommendations as not interested: If a particular recommendation is not relevant or interesting, mark it as not interested.

Personalized Recommendations - Best Practices

If enabled, personalized learning recommendations powered by machine learning capabilities will enable users to find relevant courses from their learning libraries without needing to search the library. Recently, this feature was enhanced as part of the New Learning Experience.

Some recommendations as best practices include:

  • Specify meaningful Item Titles and Descriptions to help users decide if the course is relevant to them and so that the Recommendations engine will generate better quality topics.
  • Specify Course Duration (LearningItemsDuration)
  • Enable Item Rating feature.
  • Use contextual thumbnail images rather than a default one for a better user experience.
  • Activate saving library search phrases to enable the recommendations engine to increase the relevancy of the recommendations.

Custom Menus and Landing Pages

Administrators can add custom activity menus and custom landing pages. The custom pages and links are displayed to the user in the Activities drop-down menu.

Custom landing pages and custom quick links are highlighted in the Activities drop-down menu.

Menu Options, Landing Pages, and User Roles

You can disable any of the menus that are not meaningful or relevant to your users. You will want to determine which of these activities should be enabled for your users.

  • Curricula
  • Learning History
  • Find Learning
  • Recommendations
  • Self Assigned
  • QuickGuides
  • Collections
  • Approvals
  • External Learning Requests (U.S. Government SF182)
  • Options and Settings
  • Order Status (Commerce)
  • Vouchers (Commerce)
  • Add to History
  • Reports
  • Training Planner (for budgeting and time planning)
  • Custom Easy Links and Landing Pages

SAP SuccessFactors Employee Profile: Display Learning History

Customers may want to see the courses an employee has recently taken as part of the SAP SuccessFactors Employee Profile. This is available in all sections of an employee’s files (Summary, Scorecard, etc.).

This screenshot displays an example of a Learning History portlet in Employee Profile

Note

Modification of the SAP SuccessFactors Succession Data Model XML is required to enable this feature. As customers cannot access provisioning, you will need to work with an SAP SuccessFactors implementation consultant to enable this.

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