Navigating Joule and AI Agents in Performance and Goals

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.

The purpose of the Performance Preparation Agent is to assist managers in effectively preparing for performance conversations with their direct reports, summarizing and analyzing key performance and goals data, including:

• Performance and Development Goals
• Performance forms
• Activities and Achievements
• Continuous Feedback
• 1:1 Meetings

The AI Agent will analyze the existing data and generate personalized talking points, a structured agenda, and actionable recommendations for next steps. The agent enables managers to interact more effectively with Joule and ask questions to address their specific needs.

The Performance Preparation Agent provides managers with a more flexible way to engage with Joule. Unlike traditional use cases that require following predefined steps, this agent allows managers to ask questions and receive tailored answers that address their specific needs. For example, they can ask follow-up questions based on earlier conversations, and the agent will offer increasingly relevant analysis and advice. This flexibility enables managers to seek clarification on performance metrics and explore various strategies.

In the following video, you will see an example of how the Performance Preparation AI Agent can assist managers in effectively preparing their performance conversations with their direct reports, summarizing and analyzing data and generate personalized talking points.

Watch the video below for more details about using Performance Preparation Agent.

This video is for demonstration purposes. Any references made in this video to previous or later videos in this course (including titles, numbers, links, or sequence) may differ from the current course structure. Additionally, some functionalities shown may have evolved over time due to ongoing enhancements or business decisions.

• Joule in SAP SuccessFactors supports three conversational patterns: transactional, navigational, and informational.
• The Performance Preparation Agent provides managers with a more flexible way to engage with Joule. Unlike traditional use cases that require following predefined steps, this agent allows managers to ask questions and receive tailored answers that address their specific needs.