Identifying Performance Management Key Features and Permissions


After completing this lesson, you will be able to:

  • Identify Performance Management design decisions, features, and permissions from an administrator and end user perspective

Design Decisions

SAP SuccessFactors Performance Management fundamentally transforms a cumbersome review process into a streamlined way to measure individual performance. Employees and managers work together to assess employees’ work performance, including their goal achievement and competencies using an online form. The online form consists of several sections and components, which can be designed based on customer needs and requirements. 

During the initial phases of an implementation, basic design decisions need to be made.

Watch this video to learn about the basic decisions customers must make when designing the performance form template.

Design aspects of the performance form template:

  • Title

    Each form template must have a title. Enter a title that is descriptive of the form and easy for your users to understand. This title is visible in the Performance Inbox and on the open form.

  • Workflow

    The workflow controls how the form moves through the review process. The Route Map controls this workflow.

  • Cycle

    Stakeholders must decide on the frequency of the performance review cycle.

  • Key Players

    Stakeholders must also decide who is involved in each employee’s performance review process.

  • Process Steps

    Stakeholders must decide on the names of each step of the performance review process.

Performance Form Sections Design

Each form contains sections that provide the reviewer with additional information. The form also displays information from other tools within SAP SuccessFactors, such as Goals. These tools provide the ability to rate and comment on goals and competencies. Stakeholders must make some important decisions about the information these sections provide and how they are structured. 

Stakeholders must make important design decisions for the following Performance Form sections:

  • The Introduction Section may contain text-based content to provide information to users. This information may be about the purpose of the review, who to call for assistance, or any other information relevant to the review. Stakeholders and administrators can make decisions about the text that is included in this section.
  • The Goal and Competency Sections:
    • Should core competencies or values be included in the Performance Review Form?

    • Should Job Specific Competencies be included in the Performance Review Form?

    • What are the names of the Competency sections?

    • What introductory text should be included in these sections?

    • What are the weights of these sections?

    • Should employees and managers be able to add or remove the competencies in these sections?

    • Should employees and managers be able to access the Writing Assistant when commenting on competencies?

    • Should development goals be included in the Performance Review Form?

    • What should the name of the development goals section be?

    • What, if any, introductory text should be included in the development goals section?

  • The Summary and Signature Sections:
    • What should the title of the Summary section be?

    • What, if any, introductory text should be included in these sections?

    • Should the Summary section display the Calculated Overall Rating, Manual Overall Rating, or both?

    • Who must sign the form for it to be considered complete?

    • Should signers be able to add comments to this section?

Performance Management Feature Settings

Since administrators do not have provisioning access, the Performance Management Feature Settings allow administrators to turn features on and off without needing to request it through an SAP SuccessFactors/SAP consultant.

Enable Continuous Performance ManagementThis feature enables users to get a quick feedback on work through frequent and structured conversations with their manager. It helps managers track their team members’ progress effortlessly and offers a simple way to provide coaching advice. To enable this feature you need to have Generic Objects (MDF) and Role-based permission (RBP) features.
Stack Ranker for Performance Management – Enable display of all forms but selfThis controls whether or not Team Rater (aka Stack Ranker) can be used by raters other than the direct manager. When enabled, other raters (Matrix Manager, EMM, and so on.) can rate a user using Team Rater.
Enable Performance Management Access PermissionThis feature will provide the ability within RBP to determine which roles have access to the Performance Management tab from the main menu.
Enable Team Overview Access PermissionThis feature will provide the ability within RBP to determine which roles have access to the Team Overview sub-tab in Performance Management.
Stack Ranker for Performance ManagementThis enables the stack ranker feature. Stack ranker allows raters to quickly review the rating for those they are evaluating and visualize how subjects compare with or stack up against one another.
Enable PM Form Search CompetenciesBy enabling this feature, when the user is in the competency section, they are provided with the ability to search for any competency beyond those associated with their job role.
Rich Text Editor for PM and 360This enables RTE for both Performance Management and 360 Degree Multi-Rater Review Tool. An online rich-text editor allows users to edit rich text and presents a "what-you-see-is-what-you-get" (WYSIWYG) editing area. The aim is to reduce the effort for users trying to express their formatting directly as valid HTML markup.
The rich text editor cleans up text pasted from Microsoft Word (currently, this only affects pages that use common Performance Management code)This provides an option to users to override the universal functionality of automating the text cleanup from MS-Word. (NOTE: (w/IE 11 – when copying from MS Word to IE – the cleanup is handled automatically by the browser and the confirmation is not rendered).
Hide Delete Icon inside FormEnabling this flag will remove the delete button from inside the form (assuming the delete button is enabled in Form Template Settings). It would still be visible from the Inbox view.
Disable the internal scrollbar next to forms (Only available for PM v11)Checking this flag will disable the internal scrollbar but this does not affect the browser scrollbar. This is applicable to PMv11 and not to PMv12 Acceleration
Enable the Goal Management-Performance Management Sync upThis feature enables Performance Management to fetch the goals from Goal Management even when the performance form is not opened.
Enable Capability Picker (Prerequisites: Job Profile Builder is enabled and data migration to Job Profile Builder is successful)This capability picker allows users to select capabilities (competencies) by capability libraries or job roles in a hierarchy structure and to search for the capabilities using keywords. This setting requires Job Profile Builder, which is not in scope for this course as of now).
Automatically Fix Document Transfer and Change Engine IssuesWhen enabled, document transfer and change engine issues caused by the RBP refresh failure are automatically fixed every day. If the Document Routing or Employee Transfer notifications are enabled in Email Notification Email Settings, users will receive notifications when the blocked issues are fixed. It is recommended to check first in the Check Tool the number of issues before enabling this feature to avoid users receiving a large number of email notifications.
Enable user experience enhancements to Performance Management formsWith this setting enabled, users see the following changes to Performance Management forms:
  • Reduced maximum form width
  • Rearranged Ratings from Others view
  • Redesigned Achievements tab (requires Continuous Performance Management enabled to display this tab on the form).
  • Redesigned EZ Rater view (applicable only to Goal and Competency sections with sect-mode="EZ-Rater")
  • Redesigned and consistent visual for rating gap analysis
  • Repositioned Show More/Less buttons
  • Repositioned fields of goal status and item weight
Enable the latest version of the My Forms pageThis option enables a re-designed menu to manage forms in Performance as an end user. More details are explained in this lesson.
Enable the latest version of Stack Ranker for Performance ManagementThis option enables a new look and feel as well as a different experience to edit ratings and comments for the Stack Ranker feature.

Email Notifications

Automatic e-mail notifications can be triggered from the system. Depending on the modules and tools that are turned on, the corresponding e-mail notifications appear in the list. Depending on customer requirements, the appropriate e-mail notifications need to be enabled and configured.

Turn Email Notification Templates On or Off

From Email Notification Templates, you can turn on or off various templates on the left-hand side of the screen, and edit the content of the templates on the right-hand side of the screen. You may want to enable additional notifications as you enable modules.

Typical Email Templates

Here is a list of the typical email templates used with the basic Performance Management Product:

  • Disabled User Notification

  • Document Creation Notification

  • Document Routing Notification

  • Document Reject Notification

  • Document Completed Notification

  • Document Forward Notification

  • Document Routing Skip Notification

  • Document Deletion Notification

  • Document Due Notification

  • Document Late Notification

Form Creation Permissions

You can permission which roles are able to create performance forms and define the default targets (for example, Self and Direct Reports) at the form template level.

This is independent of the permission to Launch Forms that you will normally grant to an Administrator to Mass create forms for the organization.

Grant Form Creation Permissions

Within a testing or a training Instance, you can allow everyone to create Performance Management forms for themselves and (if applicable) their direct reports.


  1. Log in to the Instance as an admin user.

  2. From the Action Search, access Manage Permission Roles.

  3. Navigate to User PermissionsGeneral User Permission and enable Permission to Create Forms. You can select a specific form or all available forms.

  4. Navigate to Form Template Settings using Action Search. You can access your form template and find the Default Targets option. Here you can select Self and Direct Reports to allow users to create a form for themselves and any of their direct reports.

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