Exploring the AI Capabilities Available in Performance Management

Like Goal Management, it is also possible to use AI-Assisted Writing to enhance the content of the comments provided in Performance Management forms while evaluating the subject.

When completing a Performance Review form, in fields where AI-Assisted Writing is available, the icons to access the actions are in the Comment box. The figures below show the steps to access the AI-Assisted Writing options and the Actions menu. See examples in the figures below.

Improve My Feedback is an AI-Assisted Writing option available when comments are entered. This item helps users provide clear, concise, and professional comments relevant to a specific skill or competency and its corresponding rating. Users can view the improved feedback or evaluate multiple attempts in a separate dialog before applying a result.

Generate Comments is available when no comments are entered. This item suggests six topics dynamically based on the current competency or skill rating. Users can choose one topic and let the tool generate detailed comments relevant to the competency or skill and its rating, without requiring users to input initial text. Users can further edit the comments manually or with the help of the tool. Previously, users had to enter some content for the tool to expand or otherwise process.

In the figure below, you can see the Generate Comments menu options.

Managers can access AI-Assisted Performance Insights in the latest experience of Performance Management forms. Managers can access the feature by selecting the Generate button in a new area called Boost your review with AI-powered insights! at the beginning of the form.

To produce the insights, generative AI uses various data about the employee's performance that is created between the form start date and the due date. The data contains:

• Feedback, achievements, and meeting notes from Continuous Performance Management
• Comments from Performance Management forms
• Feedback provided through Ask for Feedback in Performance Management

The figure below shows an example of a review form with AI-Assisted Performance Insights.

The AI-Assisted insights are organized into the following sections:

• Summary: Provides a high-level overview of the employee's performance.
• Strengths: Reveals areas in which the employee is good at.
• Notable Achievements and Contributions: Highlights accomplishments that are worthy of recognition.
• Areas for Improvement and Actions: Identifies growth areas and provides achievable suggestions for upskilling and career development. With proper permissions, managers can use AI suggestions to generate development goals for the employee.
• Talking Points: Offers performance-related topics for 1:1 meetings.

Leveraging its generative AI capabilities, Joule aims to understand your requests, retrieve information, and complete your tasks in a conversational way. For example, instead of manually navigating to a feature or page buried deep, you can describe the current task to Joule, who can help automate tasks or take you to places where you can find desired data. By using Joule, you can easily interact with the system and increase your productivity.

Joule in SAP SuccessFactors supports three conversational patterns: transactional, navigational, and informational.

• Transactional: A transactional capability can help customers create, view, update, or delete business data without having to navigate to the respective apps. In the transactional use cases, Joule can not only provide you with general HR information about yourself and your colleagues, but also help you directly complete tasks on the chat interface.
• Navigational: A navigational capability helps users find and navigate to the functionality or apps they're looking for without having to go through multiple links to reach a destination. In the navigational use cases, Joule can direct you to SAP SuccessFactors pages where you can find the information you need or get the job done.
• Informational: In the informational use case, Joule searches available documentation and its own knowledge base to find the answer to your query and provides a summarization as the answer to your question, along with the top three search results. This saves time for both employees and HR personnel, improving employee self-service experience and increasing HR work efficiency.

• When completing a Performance Review form, in fields where AI-Assisted Writing is available, the icons to access the actions are in the Comment box.
• Joule in SAP SuccessFactors supports three conversational patterns: transactional, navigational, and informational.