Enabling Business Rules for Performance Management

Business Rules is part of the Metadata Framework scope and used across SAP SuccessFactors for multiple applications, such as:

• Change a field value, visibility of a field, or make a field required.
• Calculate transient fields.
• Set default attributes.
• Trigger workflows to approve a transaction.
• Generate Alerts.
• Execute Intelligent Services events.
• Create or delete data.

The business rule framework, managed from the Configure Business Rules tool, classifies the available rule scenarios for each application (e.g., Employee Central, Recruiting, Metadata Framework, Position Management, Performance Management, etc.). Access Configure Business Rules from Admin Center or by entering it into Action Search.

In Performance Management, the following rule scenarios are available:

• Trigger Weighted Rating Rule
• Configure Weight for Steps and Roles
• Change Field Visibility, Editability, and Required Status on Forms
• Add Review Steps Upon Form Routing

The rule scenarios Trigger Weighted Rating Rule and Configure Weight for Steps and Roles can be used to generate a Customized Weighted Rating from different roles responsible for providing the Overall Form Rating.

The prerequisites are:

• The form template must have the Summary section and the Customized Weighted Rating Summary section enabled.
• Role-Based Permissions (RBP): Manage Permission Roles→Administrator Permissions→Metadata Framework→Configure Business Rules.
• This scenario is available on both the legacy and the latest experience for Performance Management forms.

An example is when two or more different managers (like the Manager and the 2nd Level Manager) should be able to provide their own overall form rating in the Summary section. These ratings can be differentiated from each other using the Customized Weighted Rating Summary, and each rater can have a different weight assigned.

If the Manager rating should have a weight of 60%, and the 2nd Level Manager rating should have a weight of 40%, the business rule scenario Configure Weight for Steps and Roles can determine these conditions.

The other scenario Trigger Weighted Rating Rule would then execute the business rule conditions at a specific step and trigger the calculation. The result would be the Customized Weighted Rating, which will be calculated in the summary section. Additionally, a manual rating field can be enabled to set the final rating.

This scenario can be used to set field visibility, editability, or required status, based on the conditions defined in the Business Rule.

The prerequisites are:

• Performance Management Feature Settings→Enable the latest experience of Performance Management forms
• Performance Management Feature Settings→Enable business rules in Performance Management.
• Role-Based Permission (RBP): Manage Permission Roles→Administrator Permissions→Assign Rules in Talent→Assign Rules for Performance Management.
• Role-Based Permission (RBP): Manage Permission Roles→Administrator Permissions→Metadata Framework→Configure Business Rules.

One example of applying this rule scenario is if the Manager or the 2nd Level Manager, in their respective roles in the route map, provide a rating that is equal to or less than 3 (out of a 5-point rating scale), then the system should make the comment required. In the example below, the business rule will check these conditions in order to determine whether the comment at the item level is required or optional.

When creating the rule, the Form Template needs to be defined.

For the rules to take effect, you must assign them to specific triggers in the Assign Rules in Talent admin tool. Up to five different rules can be assigned to each trigger. The triggers for this rule scenario include the following:

• Field Change: Rules added to this subsection are triggered when the selected field in the selected section is changed on the form. Note: If a rule contains fields in the skill, competency, or goal section, make sure you assign it to the same form section.
• Form Saving: Rules added to this subsection are triggered when the form is saved.
• Form Opening: Rules added to this subsection are triggered when the form is opened.

This scenario can be used to display hidden route map steps, based on the conditions defined in the Business Rule.

The prerequisites are:

• Performance Management Feature Settings→Enable the latest experience of Performance Management forms
• Performance Management Feature Settings→Enable business rules in Performance Management
• Role-Based Permission (RBP): Manage Permission Roles→Administrator Permissions→Assign Rules in Talent→Assign Rules for Performance Management
• Role-Based Permission (RBP): Manage Permission Roles→Administrator Permissions→Metadata Framework→Configure Business Rules
• Role-Based Permission (RBP): Manage Permission Roles→Administrator Permissions→Manage Templates→Routing Maps
• The route map associated to the performance form template should have at least one step set as Hidden Until Rule Execution.

One example of applying this rule scenario is if the Manager review generates a Calculated Overall Rating equal to or less than 3.5 (out of a 5-point rating scale), then the system would include an additional step where the Matrix Manager would review the performance form. In the example below, the business rule will check these conditions in order to determine whether the new step should be made visible.

When creating the rule, the Form Template needs to be defined.

For the rules to take effect, you must assign them to the Form Routing to Next Step trigger in the Assign Rules in Talent admin tool.

• In Performance Management, business rules can be leveraged to set up conditional field attributes or add steps dynamically in a form, as well as generate a Customized Weighted Rating based on multiple role weights, providing an overall form rating with different weight.
• The latest experience for Performance Management is a prerequisite to use the business rules for the scenarios Change Field Visibility, Editability, and Required Status on Forms and Add Review Steps Upon Form Routing. These rules are assigned in Assign Rules in Talent.