SAP Learning Journey

Configuring Basic Standard Sections

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Configure the introduction, employee information, review information and signature sections

Performance Form Sections

The Performance Form consists of sections with content needed for the review process. In this lesson, we are going to learn how to use sections to display instructions or other useful information, how to display employee and review data as well as how to capture the signatures of the users involved.

This video will introduce you to the most common form sections in the Performance Form. 

The Introduction Section

The Introduction section generally appears at the top of the form. It gives the user information about the performance review process, and instructions on how to complete the form. Because this section is customizable, it can help the customer introduce the form in a way that is consistent with their own company culture.

The Introduction section is one of the sections that can appear only once in a form template. It is typically placed at the top of a review form as a text block. This text can be edited, and may include the following items:

  • A welcome message

  • Instructions on how to complete the form

Select a button to learn how to configure the Introduction section in Manage Templates and in XML.

The Employee Information Section

The Employee Information section provides information about the employee being reviewed. It gives all viewers of the form relevant information about the performance review. This element displays non-editable, read-only information about the form subject, and can display any of the elements in the employee table.

Select a button to learn how to configure the Employee Information section in Manage Templates and in XML.

The Review Information Section

The Review Information section provides information about the period the form covers called the review period, the date the form is due, and the name of the user who created the form.

Select a button to learn how to configure the Review Information section in Manage Templates, XML and Form Template Settings.

Configure the Introduction, Employee Information and Signature Sections

Business Example

You need to configure the Introduction, Employee Information, and Signature sections.

Learn how to configure basic standard sections, including the introduction, employee information and signature.

ExerciseStart Exercise

Steps

  1. Create the Introduction section. On your form, replicate the Introduction section in the figure, Introduction Section.

    1. Use https://successfactors.com for the embedded link.
    2. Make sure that the link to the SAP SuccessFactors website opens in a new window.
    3. Place the Introduction section at the top.
    4. Use either the instance or XML solution.
      Note
      Sometimes solution code must be broken into small sections to include the entire section code. Copy and paste each section in order in your XML data model for each section to function correctly.

      Instance Solution

      1. Log into the instance, and navigate to Manage Templates using Action Search.
      2. Choose your form.
      3. In the Section Name field, enter the name.
      4. In the Description text box, enter the section text.
      5. To create the hyperlink, select the link icon, and add the following details:
        • Link Type: URL
        • Protocol: https://
        • URL: www.successfactors.com
        • Select the Target option, and choose New Window (_blank) from the dropdown list
        • Choose OK and Save to save changes.

      XML Solution

      1. Log into the instance and navigate to Form Template Settings using Action Search.
      2. Choose your form.
      3. Select the Download Form Template button. Add the solution code below to your XML file. Make sure that the XML file and DTD are validating.
      Code snippet
      <introduction-sect> <fm-sect index="0" mgt-only="false" split-cmt="false" cmt-opt="1"> <fm-sect-name><![CDATA[Introduction]]></fm-sect-name> <fm-sect-intro><![CDATA[<p><span style="font-size:14px"><strong>Welcome to this year's performance appraisal process. </strong></span></p> <p>This process is designed to help you and your manager identify your accomplishments and goal achievement during the year. </p> <p>Questions? Reach out to the HR team @ <a href="http://successfactors.com" target="_blank">SuccessFactors</a></p> ]]></fm-sect-intro> <fm-sect-config> <rating-label><![CDATA[Rating]]></rating-label> <rating-label-others><![CDATA[Rating]]></rating-label-others> <default-rating><![CDATA[unrated]]></default-rating> <hidden-strength-threshold>0.0</hidden-strength-threshold> <blind-spot-threshold>0.0</blind-spot-threshold> <num-decimal-places>2</num-decimal-places> <publish-button-label><![CDATA[Publish Content]]></publish-button-label> </fm-sect-config> </fm-sect> </introduction-sect> Expand

  2. Modify the Employee Information section. On your form, replicate the Employee Information section in the following figure, and place it below the Introduction section you previously created.

    1. Use either the instance or XML solution.

      Instance Solution

      1. Log into the instance and navigate to Manage Templates using Action Search.
      2. Choose your form.
      3. In the Section Name field, enter the name.
      4. Make sure the relevant checkboxes are selected in Display Options.
      5. Choose Save to save changes.

      XML Solution

      1. Log into the instance and navigate to Form Template Settings using Action Search.
      2. Choose your form.
      3. Select the Download Form Template button. Add the solution code below to your XML file. Make sure that the XML file and DTD are validating.
      Note
      You can only change the order of the fields that display in the Employee Information section from the XML file.
      Code snippet
      <userinfo-sect> <fm-sect index="1" mgt-only="false" split-cmt="false" cmt-opt="0"> <fm-sect-name><![CDATA[User Information]]></fm-sect-name> <fm-sect-intro><![CDATA[ <div>The fields here represent your personal information at the time the form is opened. For example, if your name changes after the performance cycle has launched, your updated name will appear in this section. <br></div>]]></fm-sect-intro> <fm-sect-config> <rating-label><![CDATA[Rating]]></rating-label> <rating-label-others><![CDATA[Rating]]></rating-label-others> <default-rating><![CDATA[unrated]]></default-rating> <hidden-strength-threshold>0.0</hidden-strength-threshold> <blind-spot-threshold>0.0</blind-spot-threshold> <num-decimal-places>2</num-decimal-places> <publish-button-label><![CDATA[Publish Content]]></publish-button-label> </fm-sect-config> <fm-element index="0" type="3"> <ekey><![CDATA[FIRSTNAME]]></ekey> <ename><![CDATA[]]></ename> <evalue><![CDATA[]]></evalue> </fm-element> <fm-element index="1" type="3"> <ekey><![CDATA[LASTNAME]]></ekey> <ename><![CDATA[]]></ename> <evalue><![CDATA[]]></evalue> </fm-element> <fm-element index="2" type="3"> <ekey><![CDATA[EMAIL]]></ekey> <ename><![CDATA[]]></ename> <evalue><![CDATA[]]></evalue> </fm-element> <fm-element index="3" type="3"> <ekey><![CDATA[MANAGER]]></ekey> <ename><![CDATA[]]></ename> <evalue><![CDATA[]]></evalue> </fm-element> <fm-element index="4" type="3"> <ekey><![CDATA[DEPARTMENT]]></ekey> <ename><![CDATA[]]></ename> <evalue><![CDATA[]]></evalue> </fm-element> <fm-element index="5" type="3"> <ekey><![CDATA[TITLE]]></ekey> <ename><![CDATA[]]></ename> <evalue><![CDATA[]]></evalue> </fm-element> <fm-element index="6" type="3"> <ekey><![CDATA[JOBCODE]]></ekey> <ename><![CDATA[]]></ename> <evalue><![CDATA[]]></evalue> </fm-element> <fm-element index="7" type="3"> <ekey><![CDATA[LOCATION]]></ekey> <ename><![CDATA[]]></ename> <evalue><![CDATA[]]></evalue> </fm-element> </fm-sect> </userinfo-sect>Expand

  3. Update the Signature section. On your form, replicate the Signature section in the figure, Signatures. The Signature section should also have an overall comment box.

    Note
    Make sure you test the comment box in the signature stage.

    1. Use either the instance or XML solution.

      Note
      The Signature section is a shell that populates with the roles that have been assigned in the route map. Log into the instance and navigate to Manage Route Maps using Action Search. Select your route map.

      In the Signature Stage, to add a new step, select the green plus sign. Select User as the step type, and search for Manny Manager. Specific users that are added to the route map show up as Other in addition to any users that are added through the Add Signer capability that can be enabled in Form Template Settings.

      Instance Solution

      1. Log into the instance, and navigate to Manage Templates using Action Search.
      2. Choose your form.
      3. In the Section Name field, enter the name.
      4. Expand Show advanced options… and select the Include comment checkbox.

      XML Solution

      1. Log into the instance and navigate to Form Template Settings using Action Search.
      2. Choose your form.
      3. Select the Download Form Template button. Add the solution code below to your XML file. Make sure that the XML file and DTD are validating.
      Code snippet
      <signature-sect> <fm-sect index="9" mgt-only="false" split-cmt="true" cmt-opt="1"> <fm-sect-name><![CDATA[Signatures]]></fm-sect-name> <fm-sect-intro><![CDATA[Please acknowledge all raters agree on the final results of the performance review.]]></fm-sect-intro> <fm-sect-config> <rating-label><![CDATA[Rating]]></rating-label> <rating-label-others><![CDATA[Rating]]></rating-label-others> <default-rating><![CDATA[unrated]]></default-rating> <hidden-strength-threshold>0.0</hidden-strength-threshold> <blind-spot-threshold>0.0</blind-spot-threshold> <num-decimal-places>2</num-decimal-places> <publish-button-label><![CDATA[Publish Content]]></publish-button-label> </fm-sect-config> </fm-sect> </signature-sect>Expand

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