Exploring the SAP SuccessFactors Career Development Planning Modules and Tools

Objectives

After completing this lesson, you will be able to:
  • Explain the benefits associated with SAP SuccessFactors Career Development Planning to a customer.
  • Explore the Latest Goal Management features.

Overview of SAP SuccessFactors Career Development Planning

To learn about Configuring SAP SuccessFactors Career Development Planning, watch this video:

Course Objectives

The purpose of this training is to introduce SAP SuccessFactors Career Development Planning topics and tools. At the end of this course, you will be able to configure and manage the following:

  • Development Plans
  • Career Worksheets
  • Career Paths
  • Role Readiness Forms
  • Learning Activities
  • Mentoring

SAP SuccessFactors Career Development Planning and Mentoring (CDP) enables employees to benefit from a wide range of career development and planning activities. CDP also provides managers with standardized methods to track the success of their direct reports.

Career Development Planning provides many important benefits, such as:

  • Focusing on engaging and retaining top talent by helping employees build career development plans and track their progress
  • Allowing for personal growth as employees take on development activities that are relevant and actionable where the follow-through is recorded
  • Empowering employees to plan their careers through identifying job roles that are of interest and researching the competencies and skills necessary to do those jobs well

CDP also opens the door to full customization of the development plan and integrations with other SAP modules, such as SAP SuccessFactors Learning or SAP SuccessFactors Succession.

Exploring the Latest Goal Management

This course will be using the latest version of Goal Management (LGM), consisting of performance goals and development goals. LGM provides a new experience to set up, track, distribute, and manage goals in your organization.

  • Upgraded user interfaces allow employees to more effectively set up and manage their goals and view their activities.
  • A unified entrance to Performance Goal and Development Goal enables seamless navigation.
  • Uncluttered goal list views make it easy to spot critical information, glean insights, and apply quick changes.
  • The integration with Continuous Performance Management helps managers and employees explore relationships between activities and goals in a broader perspective.

Supported Capabilities

At this stage, the latest version of Goal Management offers the most important capabilities that are already available in the legacy versions of Goal Management and Career Development Planning.

  • Create Personal Goals
  • Goal Plan States
  • Copy Goals from Other Plans
  • Comment field
  • Create and view activities, as well as linked achievements from Continuous Performance Management
  • Milestones
  • View Goal Audit

The Goals section of Career Development Plan page is displayed.

Supported and Unsupported Features

You can check here for the main up-to-date list of supported and unsupported features in the Latest Goal Management: Supported and Unsupported Features | SAP Help Portal

Enable Latest Goal Management

The Latest Goal Management is available in the Upgrade Center and it will impact both Goal Management and Career Development. There is no way to upgrade one module without impacting the other.

To enable Latest Goal Management, navigate to Upgrade Center using action search and select the Latest Goal Management upgrade under Optional Upgrades.

Note

You can select Filter By: Goals to display only the relevant upgrades for Goal Management.

Once the upgrade is completed, all the existing templates will be placed into a read-only mode until they are converted. Details about converting templates and important information to be aware of are available in the CDP Implementation Guide: Converting Existing Goal Plan Templates | SAP Help Portal.

Considerations When Using Latest Goal Management

  • End users need Goal Management Access permission and Career Development Plan (CDP) Access Permission granted in RBP, as well as Goal Plan and Development Plan permissions at the template level to create goals.
  • Goals can be copied from other goal plans, including those from backup templates, with a maximum of 10 goals at a time, using the TGM/CDP Objective Transfer Wizard.
  • The start and due date of the goal being transferred must fall between the start and due dates of the goal plan. Otherwise, the users will be prompted to edit the dates before transferring the goal.

Provisioning and Instance Login Information for the Exercises in this Course

Note

For this course, you’ll need to have access to a training Provisioning and instance login. There are two different ways to access Provisioning and instances, depending on whether you are doing self-paced learning or you are attending a virtual instructor-led course.
  • Self-Paced Learning

    You can reserve a live, preconfigured SAP SuccessFactors instance through SAP Learning System Access to practice the exercises in this training at your own pace.

    If you have reserved an SAP SuccessFactors instance, you will receive an email on the date that your instance is activated.

    Check your respective learning room for additional information on instance activation.

Download the Course Files

To learn how to complete this exercise, watch this video:

In this exercise, you will be downloading and extracting the course files required for this training.

Here is the link to the THR95 Course Files. You can download the course files from SAP Learning Hub or from learning.sap.com. See below the steps for each of these two options.

Steps

  1. Download the course files from SAP Learning Hub.

    1. Log in to the SAP Learning Hub.

    2. Search for THR95 (SAP SuccessFactors Career Development Planning and Mentoring Academy) and under the list of options, select the E-Learning course.

    3. Choose Start Course (or Continue Course if you started the course earlier).

    4. Choose Unit 1 from the Content list on the left.

    5. Scroll down until you find the "Download the Course Files" exercise. Select the Course Files link directly below the video. The THR95_Course_Files.zip will download into your local folder.

  2. OR Download the course files from learning.sap.com

    1. Navigate to learning.sap.com.

    2. Search for THR95.

    3. Select the learning journey Configuring SAP SuccessFactors Career Development Planning and Mentoring.

    4. Scroll down a bit and in Unit 1, select Go to Learning.

    5. Scroll down until you find the "Download the Course Files" exercise. Select the Course Files link directly below the video. The THR95_Course_Files.zip will download into your local folder.

  3. Extract the course files to your local folder.

    1. Locate the file you just downloaded and extract it into the folder of your choice using a ZIP extractor.

    2. Review the content.

    Course Files Included in This Course:

    ResourceDescription
    XML TemplatesIn some of the exercises, you will be asked to add new templates for a development plan, a career worksheet, a learning activity, and a Role Readiness form.
    Document Type Definition (DTD) fileThere are two DTD files needed to validate your XML templates with your XML Editor. Use the objective-template_4_0.dtd to validate your Development Plan and Career Worksheet template, and the sf-form.dtd to validate the Succession Data Model.
    Sample ConfigurationsThe course files include code samples.

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