Setting Up SAP SuccessFactors Continuous Performance Management

Objective

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

SAP SuccessFactors Continuous Performance Management

SAP SuccessFactors Continuous Performance Management (CPM) helps employees and managers have meaningful and structured discussions throughout the performance cycle. CPM connects those discussions to the SAP SuccessFactors HCM Suite, enabling employees to capture activities and achievements in real time.

CPM Terminology

Term	Definition
Activities	Activities records employees' efforts and provides visibility into the activities they are working on throughout the year. Activities can be prioritized and linked to performance or development goals. Employees can request feedback on activities.
Achievements	Achievements records employees' accomplishments throughout the year. Achievements are dated and are generally triggered when an activity is completed.
Discussion Topics	Discussion Topics cover other agenda items that an employee or manager would like to discuss or track throughout the year, not directly related to activities or achievements.
Meetings	Employees and managers can take a snapshot of current activities and topics during 1:1 meetings throughout the year. Snapshots are visible in the Activities view, sorted by meeting date. All information captured in meeting snapshots is saved in a read-only format and cannot be deleted.

Prerequisites and Activation

CPM Prerequisites in the back end (Provisioning)

SAP SuccessFactors Goal Management and SAP SuccessFactors Performance Management modules must be licensed and configured to enable the CPM functionality. In addition, Platform features such as Role-Based Permissions, Generic Objects, and Attachment Manager must be enabled.

CPM Activation from Admin Center

Once the above prerequisites have been verified by an implementation consultant or someone with access to the back end of the application, CPM can be activated from the Admin Center. Navigate to Performance Management Feature Settings using Action Search. Select the Enable Continuous Performance Management option and choose Save.

This screenshot displays the checkbox in Performance Management Feature Settings used to enable Continuous Performance Management (CPM).

Once enabled, the MDF objects required to support CPM functionality are automatically imported from SuccessStore.

Continuous Feedback

Continuous Feedback represents a comprehensive set of capabilities to give and request feedback that can be viewed and managed within CPM. This includes the following abilities:

Request feedback on activities.
Request or give feedback not necessarily related to activities.
Link received feedback to activities.
View and manage feedback received, feedback given, and requests sent.

Administrators can control who can give feedback and who can request feedback. Continuous Feedback can be turned on independent of CPM core capabilities (activities, achievements, and discussion topics).

Employees can be more aware of their strengths and weaknesses by reaching out to others to get feedback or by receiving unsolicited feedback from others.

The main switch to enable Continuous Feedback as well as the sub options available, are highlighted.

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 update existing discussion topics and personal meetings notes 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 Permissions→Manage Continuous Performance→Access 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.

Summary

SAP SuccessFactors Continuous Performance Management (CPM) helps employees and managers have meaningful and structured discussions throughout the performance cycle and to capture activities and achievements in real time.
Activities record the efforts of employees and provide visibility into the activities employees are working on throughout the year. Achievements record the accomplishments of employees throughout the year; they are dated and are generally triggered when an activity is completed.
As prerequisites to use Continuous Performance Management (CPM), the Goal Management and Performance Management modules must be licensed and configured to enable the CPM functionality. Additional Platform features must be enabled as well.
Once the prerequisites have been enabled, CPM must be activated from Admin Center in Performance Management Feature Settings, and several User and Administrator permissions are necessary to enable it as well.
Continuous Feedback represents a comprehensive set of capabilities to give and request feedback that can be viewed and managed within CPM.

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