Exploring AI-Assisted Features in Performance Management

The following steps are required to use AI-Assisted Writing:

• Turn on the feature in AI Services Administration → Global Features → Assisted Writing with Text Analyzer.
• Administrator needs the following permission in Manage Permission Roles: Administrator Permissions → Manage AI Capabilities → AI Services Administration.
• End users will need the following access permission granted in Manage Permission Roles: User Permissions → AI Access → Assisted Writing with Text Analyzer.
• End users will need the following access permission granted in Manage Permission Roles: User Permissions→AI Access→Assisted Performance Goals.

Once AI-Assisted Writing is enabled and permissioned, the following features of the AI-Assisted Writing become available to the end user:

• Enhanced Writing: Suggests enhancements in grammar, spelling, vocabulary choices, and phrasing in the context of the selected line or paragraph
• Change Tone: Provides options to change the tone of the writing of the selected line or paragraph to professional, personable, or constructive to suit the communication needs for different audience groups in the organization.
• Make Shorter: Shortens a selected line or paragraph to convey the message more concisely.
• Make Longer: Rewrites a selected line or paragraph by adding more words to provide a detailed explanation based on the original content.
• Make Bulleted List: Converts a selected line or paragraph into a bulleted list to simplify complex information and enhance readability by breaking it down into easy-to-read points.
• Analyze Text: Performs a safety scan on each text box, prompt entry, or Generative AI output to detect bias, and suggest replacement text for any language flagged as potentially biased, discriminatory, or harmful.
• Translate: For written text, the user can select this option to choose the target language to which they'd like it translated. The following capabilities are currently supported with this action:
  • One-directional translation: Translation from en_US (US English) to all 46 languages supported in SAP SuccessFactors
  • Bi-directional translation: Full translation between the following languages: English (US), German, French, Spanish, Portuguese, Chinese (Simplified), and Japanese
• Generate Comments: Available when no comments are entered, this item suggests six topics dynamically based on the current competency or skill rating. Users can choose one topic and let the tool generate detailed comments relevant to the competency or skill and its rating, without requiring users to input initial text. Users can further edit the comments manually or with the help of the tool. Previously, users had to enter some content for the tool to expand or otherwise process.
• Improve My Feedback: Available when comments are entered, this item assists users in providing clear, concise, and professional comments pertinent to a specific skill or competency and its rating. Users can view the improved feedback or evaluate multiple attempts in a separate dialog before applying a result.

When completing a Performance Review form, in fields where AI-Assisted Writing is available, the icons to access the actions are in the comment box. The figures below show the steps to access the AI-Assisted Writing options and the actions menu. See examples in the figures below.

Users can provide feedback with optional free-text comments on the generative AI-created or edited content. If the thumbs-down icon is chosen, the Reasons for Rating dialog box appears, and users can choose one of the feedback buttons and add additional comments before clicking the Submit button.

In the figure below, you can see the list of AI-Assisted Writing actions available when you click Improve My Feedback.

In the figure below, you can see the Generate Comments menu options.

There are prerequisites to using this feature:

• The user is in the Manager role in a single-role step, according to the route map linked to the form.
• The form is in the user's Inbox.
• The form is in the Modify stage, rather than the Signature or Completion stage.
• The form has not been delegated.

The following steps are required to use AI-Assisted Performance Insights:

• You have purchased an SAP AI Units license. For more information, please contact your Account Executive.
• You have consented to the AI Usage Acknowledgment statement.
• You have enabled Form Template Settings→Assisted Performance Insights for Manager Review for the intended form template.
• Turn on the feature AI Services Administration → Assisted Performance Insights.
• Administrators have the following permission in Manage Permission Roles: Administrator Permissions → Manage AI Capabilities → AI Services Administration.
• Administrators have the following permission in Manage Permission Roles: Administrator Permissions→Manage Form Templates→Form Templates.
• Managers have the following access permission granted in Manage Permission Roles: User Permissions → AI Access → Assisted Performance Insights.

To produce the insights, generative AI uses various data about the employee's performance. The data contains:

• Feedback, achievements, and meeting notes from Continuous Performance Management
• Comments from Performance Management forms
• Feedback provided through Ask for Feedback in Performance Management

The AI-Assisted insights are organized into the following sections:

• Summary: Provides a high-level overview of the employee's performance.
• Strengths: Reveals areas in which the employee is good at.
• Notable Achievements and Contributions: Highlights accomplishments that are worthy of recognition.
• Areas for Improvement and Actions: Identifies growth areas and provides achievable suggestions for upskilling and career development. With proper permissions, managers can use AI suggestions to generate development goals for the employee.
• Talking Points: Offers performance-related topics for 1:1 meetings.