Introducing and Configuring Continuous Performance Management

Performance is not something that should be measured just once each year. To truly impact performance on a positive basis, employees and managers should have regular check-ins to ensure employees are working on the right aspects of their jobs in the right way.

Watch this video for a brief overview of Continuous Performance Management. 

Note

This training guide is based on the Latest Version of Continuous Performance Management (CPM), generally available and the only possible option for new implementations.

The legacy version of CPM, still being used for some customers, is being deprecated with a target date 1H 2024. More information can be found on the Customer Community Legacy Continuous Performance Management Retiremen... - SAP Community Groups

Continuous Performance Management has been designed using a platform functionality known as ‘Metadata Framework’ (more commonly called MDF). The necessary MDF files are automatically imported from SuccessStore when you enable ‘Continuous Performance Management’ in the application.

Setting up Continuous Performance Management in your instance involves assignment of role-based permissions to intended user groups and enabling permissions to access Continuous Performance Management on the mobile application. The mobile application configuration is optional.

The prerequisites to use Continuous Performance Management are:

• License for Performance Management and Goal Management.

• Role-based permissions to access Continuous Performance Management.

• Role-based permissions to access Continuous Performance Management settings.

• Permission to access these employee data fields: First Name, Middle Name, Last Name, Title, and Manager.

• Generic Objects and Attachment Manager enabled.

• Enabling Intelligent Services if you want email notifications. Configuring email for feedback notifications requires Intelligent Services. You can enable it from Upgrade Center.

It is important to identify the user groups to which you want to provide access, and then accordingly enable the required role-based permissions for each group. You can either use an existing user group or create a new user group for granting the permissions that are needed to access Continuous Performance Management.

Select the buttons to learn how to enable Continuous Performance Management (CPM) with Role Based Permissions (RBP) for employees and administrators.

Main Navigation

Once you have successfully enabled the employee access within the application, the Continuous Performance option appears in the application’s main navigation dropdown list.

All users will need the following permissions in order to use Continuous Performance Management:  

• In Employee Data, View Permission is required for the following fields: First Name, Middle Name, Last Name, Title, Manager. 
• In General User Permissions, the following are required: Organization Chart Navigation Permission, Company Info Access and User Search. 

Note

These permissions are already enabled for all users in the Employee Search permission role.

The tool used to configure Continuous Performance Management is called the Administrative Console. To access the Administrative Console, navigate to Continuous Performance Management Configuration, from the Action Search bar.

Within the Administrative Console the following areas can be accessed: 

• Configuration Validation Tool
• Default View
• Activity Status Label
• Feature Configuration

In this series of interactions, you will learn more about the four areas inside the Administrative Console and their features.

Default View

This feature makes the selected view the default landing page for all Continuous Performance Management users. The default view of Activities can be switched into Achievements View as a landing page when users access Continuous Performance. Users must have permissions to both Activities and Achievements.