Introducing the Project Team Orientation (PTO)
Introducing SAP SuccessFactors Performance and Goals
Discovering Performance and Goals
Exploring SAP SuccessFactors Goal Management
Analyzing Job Architecture and Capability concepts in Performance Management
Exploring Performance Management
Exploring Continuous Performance Management (CPM)
Discovering Calibration
Exploring 360 Reviews
Planning Next Steps

Configuring Continuous Performance Management (CPM)

Objective

After completing this lesson, you will be able to configure Continuous Performance Management (CPM).

Configuration Validation

Continuous Performance Management (CPM) has an administrative console that simplifies configuration tasks.

In the General Configuration section, there is a Validate button that checks for any configuration errors and allows an administrator to generate a report (.json configuration file) that can be used to diagnose configuration issues.

This screenshot shows the Continuous Performance Management administrative console and the Validate Configurations feature.

Default View

The Default View section will allow an administrator to set up the landing page for Continuous Performance Management (CPM) end users using these options:

  • Activities View: This is the default view for the CPM landing page, allowing you to view all the activities by status or goal and create new activities.
  • Achievements View: To display the Achievements Summary and create achievements based on completed activities.
This screenshot shows the Continuous Performance Management Configuration: Default View in Admin Center.

Default Tab for Activities View

As an administrator, you can set the default tab view for the Activities page, allowing users to land directly on this tab without manual switching.

On the Continuous Performance Management Configuration page, a new setting called Default Tab for Activities View is available. You can choose between View by Status, which is the default option, and View by Goal.

Displays Continuous Performance Management Configuration page and highlights new Default Tab for Activities View options.

If you select View by Goal, the Activities page opens to the View by Performance Goal tab, or to the View by Development Goal tab if performance goals are not enabled in your instance. If your instance has neither performance goals nor development goals enabled, the Activities page only has the View by Status tab.

Displays Continuous Performance page, Open toView by Performance Goal tab.

Activity Status Label

In the Activities View section, you can create new, configure existing, and delete existing Activity Statuses. You can select which Activity Status will be set by default when a new activity is created and which Activity Status will prompt a user to create an achievement based on an activity. You can also clear various activities after a 1:1 meeting between a manager and an employee is captured.

This screenshot shows the Continuous Performance Management Configuration: Activity Status Label in Admin Center.

Feature Configuration

Many Continuous Performance Management (CPM) features can be easily turned on/off from the Continuous Performance Management Configuration Page (Administrative console).

This allows more flexibility in determining which features are more relevant to the organization.

This screenshot shows the Continuous Performance Management Configuration Page (Administrative console) options.

Email Notifications

Email Notifications apply to modules beyond Continuous Performance Management. These notifications are not configured within the Continuous Performance Management Administrative Console. They are configured in Admin Center under Performance Management or Company Settings under Email Notification Template Settings.

Some notifications will require the Intelligent Services Center (ISC) tool.

You can check more information about Notifications with Continuous Performance Management in the Using Continuous Performance Management guide, available in the SAP Help Portal.

This screenshot shows the Admin Center - Continuous Performance Management - Email Notifications configuration page with the CPM related emails check boxes highlighted.

Summary

  • The landing page for Continuous Performance Management (CPM) is determined by the administrator in the Default View section.
  • Administrators can check for configuration errors and generate a report that can be used to pinpoint configuration issues by selecting the Validate button.
  • Many features can be easily turned on/off from the Continuous Performance Management Configuration Page, allowing for more flexibility.
  • Email notifications are configured in Admin Center under Performance Management or Company Settings under Email Notification Template Settings.