Navigating the SAP SuccessFactors Home Page

Objective

After completing this lesson, you will be able to navigate the SAP SuccessFactors Home Page.

The SAP SuccessFactors Home Page – Quick Actions

Upon logging into SAP SuccessFactors, you will see the Home page. It is also possible for system administrators to configure the look and feel of the Home page.

Using the Quick Actions cards, users can access their profile, manage their goals, create activities, and request and give feedback to others about their work. Additionally, custom cards can be created based on your organization’s needs.

Using the Quick Actions cards, users will be able to access their profile, manage their goals, create activities and request and give feedback to others about their work

You can find more information on the SAP Help Portal in the Platform documentation for the Home Page.

The SAP SuccessFactors Home Page – Engagement Cards

When accessing the Home page, users will view pending tasks that require them to take action, named Engagement Cards, related to SAP SuccessFactors Performance and Goals, as well as other solutions.

These pending tasks are organized in a section named For You Today, where users can access their Performance Form, complete a 360 evaluation, access an ongoing Calibration Session, or review their goals that are approaching a due date or are overdue.

With the different engagement cards related to Performance and Goals that display on the home page, users can take action on an overdue goal, a form available in their inbox, or access a calibration session where they participate.

General Navigation

Navigation options are available in the Main Navigation Menu in the upper left corner. This menu displays modules that you have been permitted to access. Depending on your role and/or system configuration, this list may vary. Selecting a module name opens that module in SAP SuccessFactors.

The Main Navigation Menu menu is highlighted. This menu displays modules that you have been permitted to access.

Summary

  • Quick Actions cards provide employees access to their profile, goals, ability to create activities, and request and give feedback to others about their work.
  • Engagement Cards allow users to view pending tasks that require them to take action related to SAP SuccessFactors Performance and Goals as well as other solutions.
  • The Main Navigation Menu displays modules that are accessible by the employee.