Navigating Joule and AI Agents in Performance and Goals

Leveraging its generative AI capabilities, Joule aims to understand your requests, retrieve information, and conversationally complete your tasks. For example, instead of manually navigating to a feature or page buried deep, you can describe the current task to Joule, who can help automate tasks or take you to places where you can find desired data. Using Joule lets you easily interact with the system and increase your productivity.

Joule in SAP SuccessFactors supports three conversational patterns: transactional, navigational, and informational.

• Transactional: A transactional capability can help customers create, view, update, or delete business data without having to navigate to the respective apps. In transactional use cases, Joule can provide general HR information about you and your colleagues and help you complete tasks directly in the chat interface. For example, when you say I want to request feedback from my manager, Joule collects your questions and then sends the request directly to your manager.
• Navigational: A navigational capability helps users find and reach the functionality or apps they're looking for without having to navigate through multiple links. In navigational use cases, Joule can direct you to SAP SuccessFactors pages where you can find the information you need or complete the task. For example, when you want to view your organization's time off instructions, Joule provides a link to the Time Off page and tells you where to find the information.
• Informational: In the informational use case, Joule searches available documentation and its knowledge base to find an answer to your query and provides a summary as the answer, along with the top three search results. For example, when you want to check your organization's HR policies, you can interact with Joule to retrieve the relevant documents. This saves employees and HR personnel time, improving employee self-service experience and increasing HR work efficiency.
  Note

  The informational use case in Joule requires additional steps and prerequisites. More information available here: Integrating Joule with SAP SuccessFactors

Accessing Joule

From the Home page, the user selects the Joule icon, and a conversation can start. Some options for use cases are displayed dynamically.

The purpose of the Performance and Goals Agent is to assist managers in effectively preparing for performance conversations with their direct reports, summarizing and analyzing key performance and goals data, including:

• Performance and Development Goals
• Performance forms
• Activities and Achievements
• Continuous Feedback
• 1:1 Meetings

The AI Agent will analyze the existing data and generate personalized talking points, a structured agenda, and actionable recommendations for next steps. The agent enables managers to interact more effectively with Joule and ask questions to address their specific needs.

The Performance Preparation Agent provides managers with a more flexible way to engage with Joule. Unlike traditional use cases that require following predefined steps, this agent allows managers to ask questions and receive tailored answers that address their specific needs. For example, they can ask follow-up questions based on earlier conversations, and the agent will offer increasingly relevant analysis and advice. This flexibility enables managers to seek clarification on performance metrics and explore various strategies.

In the following video, you will see an example of how the Performance Preparation AI Agent can assist managers in effectively preparing their performance conversations with their direct reports, summarizing and analyzing data and generate personalized talking points.

Watch the video below for more details about using Performance Preparation Agent.

This video is for demonstration purposes. Any references made in this video to previous or later videos in this course (including titles, numbers, links, or sequence) may differ from the current course structure. Additionally, some functionalities shown may have evolved over time due to ongoing enhancements or business decisions.

• Leveraging its generative AI capabilities, Joule aims to understand your requests, retrieve information, and complete your tasks in a conversational way. Joule in SAP SuccessFactors supports three conversational patterns: transactional, navigational, and informational.
• The purpose of the Performance Preparation Agent is to assist managers in effectively preparing for performance conversations with their direct reports, summarizing and analyzing key performance and goals data, such as Performance and Development Goals, Performance forms, Continuous Feedback, etc.