Introducing the Administration Course

Exploring Performance Management

Setting Up Rating Scales and Route Maps

Managing Performance Form Templates

Configuring Form Templates

Managing Performance Cycle

Exploring SAP SuccessFactors Continuous Performance Management (CPM)

Planning Next Steps

Describing SAP SuccessFactors Performance Management

Objective

After completing this lesson, you will be able to describe the purpose and goals of Performance Management.

SAP SuccessFactors Performance Management

SAP SuccessFactors Performance Management equips you with the in-depth employee performance information you need to retain, reward, and develop your best people. Its innovative capabilities and intuitive user experience ensure aligned, clear goals and accurate, objective talent assessments.

Deliver relevant formal reviews: Easy, engaging focal reviews expand performance insight and improve employee engagement and retention.
Support managers: Writing Assistant and Coaching Advisor help managers provide feedback and coaching advice that is more meaningful.
Identify top talent: Compare and rate employees across the same dimensions to identify high performers and potential future leaders.

Performance Management Terminology

Term	Definition
Performance	The execution or accomplishment of a task. It is often measured using a rating to assess the quality of the task performed.
Performance Management	This is used to record information, such as the evaluation of an employee’s performance during a review cycle.
Form Template	Form templates define the information about an employee that populates the form (e.g., goals; personal information), the information collected on the form (e.g., ratings; comments), and who is involved in providing some type of feedback on the form (e.g., manager(s); employee).
Competency	Competency refers to the ability to perform a specific task or achieve a certain result, often involving a combination of knowledge, experience, and personal attributes. It encompasses a broader range of attributes, such as problem-solving abilities, critical thinking skills, and the capacity to adapt to new situations.
Skill	Skills are specific, teachable abilities acquired through training, practice, or experience. They are typically more focused and concrete, such as technical proficiencies, language fluency, or computer programming expertise.
Attribute	In the context of the Talent Intelligence Hub framework, attributes refer to both competencies and skills.
Competency Library	Organizational links within SAP SuccessFactors containing the individual competencies for your organization. In Talent Intelligence Hub, it is referred to as the Attribute Library.
Job Family	A Job Family refers to a group of jobs that are similar in nature and require similar skill sets and competencies. For example, the HR job family may include roles such as HR generalist, HR manager, HR specialist, and HR director.
Job Role	A Job Role refers to the specific responsibilities and duties associated with a particular job within a Job Family.

Performance Cycle

The performance cycle involves setting employee goals, reviewing, and rewarding performance. Managers and employees use a performance review form to evaluate the employee’s effectiveness in achieving goals, core values, and specific competencies. SAP SuccessFactors populates goals from the employee’s goal plan into the performance review form and allows you to create and distribute performance review forms when it is time to start a performance cycle.

Performance Cycle Steps

Performance Cycle Steps	Description
Set Goals to Plan for the Future	Formal goal setting, where managers and employees identify skills for development in areas that would add value to the organization.
Provide Ongoing Feedback	Managers and employees regularly meet to discuss goal progress and the quality of completed work.
Assign Challenges to Inspire Development	Managers provide assignments that grant a higher level of responsibility or introduce new skills to challenge and develop employees.
Evaluate Quality of Performance	Formal performance review where managers and employees assess performance on defined goals.
Recognize and Reward Achievement*	Managers recognize employees’ performance and contribution to the organization through incentives. *Incentives are outside the scope of this learning journey. SAP SuccessFactors Compensation and Variable Pay are two products often used to provide monetary incentives during or at the end of a performance cycle.

Forms and Form Templates

A form is used to record information, such as the evaluation of an employee’s performance during the review cycle. Forms are generated from form templates. The form each employee receives contains all the elements of the form template it is based on. Forms are launched by you, the administrator, and follow a process defined by a route map. Sometimes changes occur during the form's life cycle that you need to address. This guide covers these changes.

What is a Form Template?

Form templates are the basis for all forms in SAP SuccessFactors. Form templates contain the layout, sections, and workflow for each form. The form templates that your company is using were uploaded when SAP SuccessFactors was implemented.

When to Edit a Template

Your existing form templates are ready to use as-is, and in most cases, minimal modification is necessary. SAP SuccessFactors provides a library of form templates and a wide range of capabilities available in the instance, from Manage Templates, to customize forms if you desire. Editing form templates is discussed in detail in this guide to make you aware of all available features.

Mobile Related Features

SAP SuccessFactors Mobile features are not discussed in detail in this course. However, customers should be aware that these features are continually being developed. As customers rely more on mobile devices for increased productivity, SAP SuccessFactors Mobile continues to evolve to meet this demand. iOS and Android features may differ so please review the latest updates in the Mobile Features Matrix that includes the basic features that are supported for SAP SuccessFactors Mobile applicable to Performance Management as well as other modules: Mobile Performance Management Feature Support.

Summary

SAP SuccessFactors Performance Management equips you with the in-depth employee performance information you need to retain, reward, and develop your best people.
The performance cycle involves setting employee goals, reviewing, and rewarding performance. Managers and employees use a performance review form to evaluate the employee’s effectiveness in achieving goals, core values, and specific competencies.
The Performance and Goal Management Feature Settings allow administrators to turn features on and off in Admin Center without having to request them through an SAP SuccessFactors consultant.

Next lesson