Reviewing SAP SuccessFactors Performance and Goals Enhancements in the 2H 2025 Release

• You have enabled Employee Central to manage multiple employments.
• You have enabled at least one of these modules: Goal Management, Performance Management, 360 Reviews, Continuous Performance Management, Calibration, and Career Development.
• You have enabled the data transfer tool through Admin Center→Company System and Logo Settings→Enable Individual Talent Data Transfer from Inactive to Active Employment.
• You're recommended to configure employment differentiators, which helps you identify and select the correct source and target employments for data transfer.
• The subject person for data transfer should have at least one inactive employment and one active employment.
• To ensure the person's new employment and their stakeholders have the permission to access the transferred data, make sure module-specific permissions are correctly granted with the right target population. For details, refer to the Guide topic in the Related Information section.

• You have the Administrator Permissions→Manage System Properties→Company System and Logo Settings permission to enable the data transfer tool.
• You have the Administrator Permissions→Manage Individual Talent Data Transfer→Manage Individual Talent Data Transfer permission to access the tool.
• You have the User Permissions→General User Permission→User Search permission for the specified target population.
• You have the Administrator Permissions→Manage Hires→Include Inactive Employees in the search permission.
• You have permission to view the status, title, and assignmentDisplayHeader (if you've configured the fields in the data model) under User Permissions→Employee Data→Employee Profile.
• Your permission role's target population controls which user you can transfer data for and whose transfer history you can monitor. It must include both inactive users (source employments of data transfer) and active users (target employments of data transfer).

Transferring Individual Talent Data from Inactive to Active Employment

You can download templates and view template revisions without any configurations. However, you need a role-based permission to upload new templates and update existing ones. For more information, see Role-Based Permission Prerequisites.

You have the Administrator Permissions→Manage Templates→Upload and Update XML Templates in Admin Center permission.

In the current version, you can upload, update, and download XML templates in Manage Templates.

Previously, you couldn't upload, update, or download XML templates in Manage Templates.

• Uploading Goal Plan Templates
• Downloading Goal Plan Templates
• Configuring Goal Plan Templates
• Creating a Form Template
• Editing a Performance Management Form Template Using XML
• Manage Templates Tool

The latest Goal Management is enabled.

Working with the Latest Goal Management

You have the Administrator Permissions→Manage Goals→Import Goals for Target Population permission, in addition to the Import Goals permission.

• Goal Import
• Development Goal Import

Business Rules in Reward and Recognition

Card	New or Changed Card?	Description	Prerequisites
Cards that display user information	Changed	The link to the employee's job profile can now be displayed on the User Information card. The Job Profile link is displayed directly below the Job Code field.	The standard element jobCode is enabled in the Succession Data Model using the Manage Business Configuration admin tool. For role-based job profiles, you must have the following role-based permissions: User Permissions→Employee Data→Job Code→View permission User Permissions→Manage Job & Skill Profile Visibility→Job Profile→View permission For position-based job profiles, you must have the following role-based permissions: User Permissions→Employee Data→Job Code→View permission User Permissions→MDF Foundation Objects→Object: Position→View Current permission User Permissions→Manage Job & Skill Profile Visibility→Job Profile→View permission Add the jobCode field to the User Information card using the Configure Latest People Profile admin tool.
Notes (Available only for customers who have migrated Notes from the legacy People Profile)	New	Allows you to add a note as a comment or a remark to an employee's profile, make it visible to other users, and find here all the notes from you and shared with you. Permission requirements for Notes are as follows: To create a note for anyone, you must have the User Permissions→General User Permission→Permission to Create Notes permission. To view a note, you must be the author or an individual with whom the note is shared. To edit a note, you must be the author or an individual with whom the note is shared. You must also have the Permission to Create Notes permission. To delete a note, you must be the author and have the Permission to Create Notes permission. If you are the recipient or a person with whom the note is shared, you can remove yourself as a viewer if you have the Permission to Create Notes permission.	The Notes card is migrated from the legacy People Profile. As an administrator, you can configure the migrated Notes card as you would configure other cards. However, you cannot create an additional Notes card. For more information, see Key Points About Migration.

We're enhancing the Full Profile data viewing experience to simplify navigation and streamline data management, enabling employees, managers, and administrators to increase productivity and make informed decisions more efficiently.

Full Profile's redesigned data viewing experience is enabled by default through the setting Admin Center→Company System and Logo Settings→Enable Full Profile for the latest People Profile. You can migrate legacy People Profile configurations to the latest Full Profile to avoid setting up the same options again in the new experience.

To learn more about the timeline for enabling Full Profile and running the migration, refer to the community blog: New People Profile Experience.

For more information, see Key Points About Migration and Enabling Full Profile of Latest People Profile.

For required permissions to access a specific Full Profile card, see the prerequisites listed in the "Full Profile Cards" table and the help documentation: Role-Based Permissions for Latest People Profile.

Payroll

• Full Profile of the latest People Profile is enabled.
• Card links are configured in the form template.
• For an existing block link to display the latest card view, all conditions listed in the feature details section must be satisfied.

• You have the Administrator Permissions→Manage System Properties→Configure People Profile permission.
• You have the Administrator Permissions→Manage Templates→Form Templates permission.

In the current version, you can add card links to the form, which will display the latest card view. Block links that meet specific conditions will also display the card view.

In the previous version, you couldn't add card links to the form. All block links opened the legacy block view.

• Enabling Full Profile of Latest People Profile
• Adding Latest People Profile Card Links to Forms
• Adding Legacy People Profile Block Links to Forms

To use this feature, make sure that you've met the following requirements:

• You've enabled the 360 Document Complete Notification template.
• You've inserted the tag [[PM360_DETAILED_REPORT_URL]] into the template, for all the languages you want to use.
• If you've selected the option Hide Detailed 360 Report link unless {x} participants complete their forms in Form Template Settings, the link appears in the email notifications only after enough participants have completed the form.
• Intended notification recipients have permission to view the Detailed 360 Report.

A new template tag, [[PM360_DETAILED_REPORT_URL]], is now supported.

• 360 Reviews Email Notifications
• Adding Link to Detailed 360 Report in Email Notifications

• Overview of SAP SuccessFactors 360 Reviews
• Assisted 360 Reviews Insights
• AI-Assisted Writing in 360 Reviews

Views in Detailed 360 Report

• You've selected the Step Due Notification template in E-Mail Notification Templates.
• Entering numbers for this new option will cancel any setting for Default Due Notification Date (in days).

Sending One or Multiple Email Reminders for Upcoming Steps

• You've enabled Auto-activate sessions under the Advanced tab of the template at Admin Center→Manage Calibration Templates.
• You've set activation date at the template level or session level.
• You've created job requests to auto-activate sessions.

• You have the Administrator Permissions→Manage Calibration→Manage Calibration Templates permission.
• You have the Administrator Permissions→Admin Center Permissions→Manage Scheduled Jobs permission.

Auto-Activating Calibration Sessions

You've enabled Excluded Contingent Workers from Session Creation under Admin Center→Manage Calibration Settings→Global Settings.

Excluding Contingent Workers

Viewing Rating Change History

Removing Subjects from Calibration Sessions

You've enabled the Display extra field for subjects in Bin and Matrix view setting and selected the field you want to display from the dropdown list beside the setting.

In the current version, the setting is called Display extra field for subjects in Bin and Matrix view. When enabled, the selected field is shown in both Bin and Matrix views.

In the previous version, the setting was called Add an extra field to people card shown in 9-box view. When enabled, the selected field was shown only in the Matrix view.

Global Settings

Continuous Feedback

• You've selected the Performance Management Feature Settings→Enable the latest experience of Performance Management forms option.
• You've purchased the AI units license. For more information about AI units license, please contact your Account Executive.
• You've consented to the AI Usage Acknowledgment Statement.
• You've selected the AI Services Administration→Assisted Performance Insights option.
• You've selected the Form Template Settings→Enable Assisted Performance Insights for Manager Review option for the intended form template.

To enable and configure this feature, you must have the following permissions:

• Administrator Permissions→Manage AI Capabilities→AI Services Administration
• Administrator Permissions→Manage Templates→Form Templates

To use this feature, managers must have the User Permissions→AI Access→Assisted Performance Insights permission.

• AI-Assisted Performance Insights
• Enabling AI-Assisted Performance Insights
• Premium AI Features in SAP SuccessFactors
• Enabling Latest Experience of Performance Management Forms

• You've purchased the AI units license. For more information about AI units license, please contact your Account Executive.
• You've enabled the AI Services Administration→Assisted Writing option in Admin Center.
• For Translation: You’ve also enabled the AI Services Administration→Assisted Writing→Translation option in Admin Center.

• Administrators have the Administrator→Manage AI Capabilities→AI Services Administration permission.
• Employees have the User Permissions→AI Access→Assisted Writing permission.

In the current version of Continuous Performance Management, you can get AI assistance with writing tasks in all free text areas. Here's a screenshot of accessing the tool when you edit an activity name.

In the previous version, AI-assisted writing was not available in the areas newly supported in this release.

• AI-Assisted Writing in Continuous Performance Management
• Premium AI Features in SAP SuccessFactors

In the latest experience of Performance Management forms, the AI-assisted writing actions, Generate Comments and Improve My Feedback, are now available for goals, in addition to skills, competencies, and behaviors.

When a goal is assigned a rating, users can access the two actions in the comment box for that goal, from the context menu of the AI-assisted writing tool.

With this enhancement, the actions available in the AI-assisted writing tool are consistent across all item comment fields in the latest form experience.

• You've purchased the AI units license. For more information about the AI units license, please contact your Account Executive.
• You've consented to the AI Usage Acknowledgment Statement.
• You've selected the AI Services Administration→Assisted Writing option.
• You've selected the Performance Management Feature Settings→Enable the latest experience of Performance Management forms option.
• To use the new actions, users must have view permission for the item rating field.

Users have the User Permissions→AI Access→Assisted Writing permission.

• AI-Assisted Writing in Performance Management
• Enabling AI-Assisted Writing
• Premium AI Features in SAP SuccessFactors
• Enabling Latest Experience of Performance Management Forms

The word count of Continuous Performance Management fields is now based on characters, instead of bytes. For some fields, their length limits are extended.

The changes apply to these fields:

These enhancements provide a consistent word count experience for users of all languages and give them more space to express ideas.

Continuous Performance Management Overview

Activities View

In the Route Form admin tool, you can now mass route forms to a specific step if they use the same template and route map.

To route multiple forms, you search for them by specifying the template or uploading form IDs, and then select your target forms from the search results. Now, if all forms in the search results share the same template and route map, you can mass route them using the Move the form to a specific step option. Previously, this option was available only when you selected forms from a form group or selected an individual form. For a list of ungrouped forms, you could only mass route them one step forward or backward, or route them to completion.

Forms with modified route maps might not be mass routed to a specific step. For details, see pages in Related Information.

This enhancement is from customer idea 203756. It significantly reduces the manual effort by administrators to route ungrouped forms one by one to a specific step.

You have the Administrator Permissions→Manage Documents→Route Document permission.

• Routing Multiple Forms by Specifying the Template
• Routing Multiple Forms by Uploading Form ID

You can now define a metric lookup table that supports inputting achievements in the text type in addition to the numerical type in the latest Goal Management.

The following configurations are newly supported:

• Use actual-achievement-text to configure an Actual Achievement field for users to input achievements in the text type.
• Use achievement-text to configure an Achievement column of the text type in a metric lookup table.

If you've configured both achievement and achievement-text columns, users can switch between Use Numerical Type and Use Text Type when setting a metric lookup table. Here's a screenshot of the feature.

This feature is from customer idea 321803, customer idea 326175, and customer idea 338235. It achieves feature parity with the legacy Goal Management.

You've enabled the latest Goal Management.

Creating Goals and Ratings with Achievement Lookup

When the latest experience of Performance Management forms is enabled, you can configure business rules that add one or multiple steps to the Modify stage of the form. This feature enables you to include additional reviewers based on certain conditions.

The steps that can be added are pre-configured in route maps and marked as Hidden Until Rule Execution. When a form with a hidden step is being routed forward and the conditions defined in the rule are met, the rule is executed, making the step visible on the form. All step types are supported.

You can define conditions for an overall rating, a custom section field, or the total number of skill, competency, or goal ratings that fall into a specific value range. Here are some examples of conditions:

• The manager's manual overall form rating is higher than 4 or lower than 2.
• The matrix manager gives three or more skill ratings between 0 and 2, inclusive.
• The employee selects a checkbox to consent to an additional review.

This feature allows rule-based addition of reviewers, ensuring a more flexible and thorough review process that meets your organization’s requirements.

Using this rule scenario requires the following configurations. For step-by-step procedures, see the Related Information section.

• In the Performance Management Feature Settings admin tool, you've selected the Enable the latest experience of Performance Management forms option.
• In the Performance Management Feature Settings admin tool, you've selected the Enable business rules for Performance Management option.
  Note

  If you've configured business rules for overall customized weighted rating calculation before the 2H 2025 release, the Enable business rules for Performance Management option is selected by default. Otherwise, this option is not selected by default.
• In the Manage Route Maps admin tool, you've configured the steps to be added and marked them as Hidden Until Rule Execution.
• In the Configure Business Rules admin tool, you've used the Add Review Steps Upon Form Routing rule scenario to create a business rule for the intended form template.
• In the Assign Rules in Talent admin tool, you've assigned the rule to the Form Routing to Next Step trigger.

You have the following permissions:

• Administrator Permissions→Manage Templates→Routing Maps
• Administrator Permissions→Manage System Properties→Performance Management Feature Settings
• Administrator Permissions→Metadata Framework→Configure Business Rules
• Administrator Permissions→Assign Rules in Talent→Assign Rules for Performance Management

• Enabling Business Rules for Performance Management
• Creating a Business Rule to Add Review Steps Upon Form Routing
• Assigning Business Rules for Performance Management
• Enabling Latest Experience of Performance Management Forms

When the latest experience of Performance Management forms is enabled, you can configure business rules that set specific fields on forms to visible or hidden, editable or read-only, and required or optional, when certain conditions are met.

A common use case is mandating reviewers to provide justifications when they give the lowest or highest rating.

Here are some examples of applying this rule scenario:

• If the manager gives a rating higher than 4 or lower than 2, an optional comment box becomes required. They must provide a justification before submitting their review.
• If the matrix manager gives a rating higher than 4 or lower than 2, a mandatory checkbox for consenting to an additional review appears on the form. They must select this checkbox before submitting their review.
• If the employee selects the Extremely Disagree option for a statement, a required text field appears under this option. They must provide a reason before submitting their review.

The new rule scenario provides the flexibility to show form fields differently based on user input.

Using this rule scenario requires the following configurations. For step-by-step procedures, see the Related Information section.

• In the Performance Management Feature Settings admin tool, you've selected the Enable the latest experience of Performance Management forms option.
• In the Performance Management Feature Settings admin tool, you've selected the Enable business rules for Performance Management option.
  Note

  If you've configured business rules for overall customized weighted rating calculation before the 2H 2025 release, the Enable business rules for Performance Management option is selected by default. Otherwise, this option is not selected by default.
• In the Manage Templates admin tool, you've properly configured the fields for which you want to create a rule.
• In the Configure Business Rules admin tool, you've used the Change Field Visibility, Editability, and Required Status on Forms rule scenario to create a business rule for the intended form template.
• In the Assign Rules in Talent admin tool, you've assigned the rule to all of the following triggers: Field Change, Form Opening, and Form Saving.

You have the following permissions:

• Administrator Permissions→Manage Templates→Form Templates and Comprehensive template configuration for PMv12
• Administrator Permissions→Manage System Properties→Performance Management Feature Settings
• Administrator Permissions→Metadata Framework→Configure Business Rules
• Administrator Permissions→Assign Rules in Talent→Assign Rules for Performance Management

• Enabling Business Rules for Performance Management
• Creating a Business Rule to Change Field Visibility, Editability, and Required Status on Forms
• Assigning Business Rules for Performance Management
• Enabling Latest Experience of Performance Management Forms

Users are now able to share their activities across channels where they participate, giving relevant users the ability to view and edit these activities collaboratively. These activity sharing records are reportable with Story reports.

Only the channel participant who is responsible for completing the activities within a channel can share them with other channels in two ways. They can also control whether the target channel owners can view and add comments on each activity. This setting is pre-selected as the default.

On the My Activities with [channel owner's name] page, select the Share Activities button and choose activities that they want to share with another channel in the pop-up dialog.

On the Activity Details page, select the Share button or the Channels ([count]) link in the Shared With: field, and in the pop-up dialog, choose channels that they want to share the activity with.

Channel owners, on the other hand, can track the source and destination channels of a shared activity through the Channels ([count]) link in the Shared With: field on Activity Details page. The field and link are only available for activities shared across channels.

On the activities overview page, both channel owners and participants can see the (Shared across channels) icon on the card of activities that have been shared, to distinguish them from those haven't.

The activity sharing records are also reportable with Story reports. The newly added data table Activity Sharing includes data such as activity IDs, date information, user information, and channel information. It can be accessed from the root table Activity under the schema Continuous Performance Management. Another table Captured Activity Sharing includes data of shared activities that were saved to meeting history. It can be accessed from the root table Captured 1:1 Meetings (meeting history between managers and direct reports) or Captured Channel Meetings (meeting history between employees not in a manager-direct report job relationship).

Sharing an activity across channels engages all stakeholders in collaboration and allows for coordinated progress tracking.

• You've enabled the setting Enable Cross-Channel Activity Sharing in the Continuous Performance Management Configuration tool.
• You've enabled Story reports before leveraging this report type in Report Center. For details refer to Enabling Story Reports.

If you need to run Story reports, you should have the following permissions:

• User Permissions→Create Story to create and manage Story reports.
• Administrator Permissions→Manage Continuous Performance Management→Admin Access Permission to all Continuous Performance Management Data to access data of users that are included in your role's target population.

Sharing Activities Across Channels

Delegatees can now manage delegation requests directly from the Home Page with a new to-do card feature.

We've added a Delegation Request to-do card on the Home Page. This card allows delegatees to view details of delegation requests, including the delegator's profile picture, the name of the performance form, the valid period of the task, and the employee's name whose form needs review. Delegatees can accept or reject requests directly from this card or navigate to Settings→Delegation from the card. Delegatees can see all "open" delegation requests in this to-do card, whether created before or after the 2H 2025 release.

This enhancement simplifies the process for delegatees, allowing them to manage requests quickly and efficiently without navigating to the personal settings page.

This feature is only available in the latest home page experience.

• Using Delegation
• Delegation for Performance Reviews
• Notifications in Delegation
• Updates to the Home Page Experience