Setting Permissions for SAP SuccessFactors Continuous Performance Management

Objective

After completing this lesson, you will be able to set Permissions for SAP SuccessFactors Continuous Performance Management.

Enablement of Role-Based Permission for Employees and Managers

Navigate to Manage Permission Roles using Action Search.

The permissions enabled for Continuous Performance Management apply to the employee and manager roles. Navigate to the appropriate role (employee or manager) and, under User Permission, select Continuous Performance Management User Permission and Select All.

  • Access Continuous Performance Data allows individuals access to CPM data.

    Note

    The Access Continuous Performance Data permission is bound by target population. For employees and managers to interact smoothly, ensure that the Target Population for employees include Self, and the Target Population for managers include Direct Reports and Self.
  • Access Continuous Feedback Data allows individuals to view the feedback they receive and the feedback received by their direct reports within the role’s target population.
  • Give Continuous Feedback allows users to give feedback to users within the role’s target population.
  • Request Feedback from others allows users to send requests for feedback to employees within the role’s target population.
  • Limit about whom feedback can be requested works in conjunction with the Request Feedback from others permission and allows the ability to restrict feedback requests within the role’s target population.
  • Access Continuous Performance Page allows users to access the Continuous Performance page.
  • Access Continuous Feedback Page allows users to access the Continuous Feedback page.
  • Edit Discussion Topics and Meeting Notes in Meeting History. If enabled, users can make further edits to this information once the meetings have been finalized and stored in the history.
This screenshot displays the Continuous Performance User Permissions for CPM.

Note

If the Continuous Feedback permissions are not visible, navigate to Continuous Performance Management Configuration using the Action Search and scroll to the Feature Configuration section of that page to enable the feature.

Choose Continuous Performance Management and, under Achievement, Activity, and Discussion Topic, select the View and Edit checkboxes.

This screenshot displays Continuous Performance Management permissions for CPM.

Note

Import/Export permissions and Field Level Overrides are not used in Continuous Performance Management.

Choose General User Permissions and select the Organization Chart Navigation Permission, Company Info Access, and User Search checkboxes.

This screenshot displays the General User Permissions relevant for CPM.

Once you have successfully enabled employee access within the application, the Continuous Performance option appears in the application’s main navigation drop-down list.

This screenshot displays the Main Navigation menu and highlights the Continuous Performance page option.

Enablement of Role-Based Permissions for Administrators

Under User Permissions, select Continuous Performance User Permission and Select All.

Choose Continuous Performance Management and, under Achievement, Activity, and Discussion Topic, select View and Edit.

Choose General User Permissions and select the Organization Chart Navigation Permission, Company Info Access, and User Search checkboxes.

In addition, scroll down to Administrator PermissionsManage Continuous PerformanceAccess to Administrative Configuration Page and Admin Access to Delete Continuous Feedback Page. You may also assign the Delete Channels permission in this section.

Caution

The Admin Access Permission to all Continuous Performance Management Data has been developed exclusively for the Data Protection Officer (DPO) role to ensure they can carry out the duties prescribed under the regulation. Do not enable this permission for anyone other than the DPO role. You can find further information in the specific Setting Up and Using Data Protection and Privacy guide in the SAP Help Portal.

This screenshot displays the administrator 'Manage Continuous Performance' permissions in Manage Permission Roles.

Choose Manage Integration Tools and select the Allow Admin to Access OData API through Basic Authentication and Access to OData API Metadata Refresh and Export checkboxes.

This screenshot displays the administrator 'Manage Integration Tools' permissions in Manage Permission Roles.