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Preparing for Performance and Goals Academy

Objective

After completing this lesson, you will be able to locate and access links to course files, implementation and product documentation resources needed to prepare for this course

Welcome to SAP SuccessFactors Performance and Goals Academy

Description

Using discussion, demonstration, and hands-on configuration exercises, the SAP SuccessFactors Performance and Goals Academy course teaches the concepts, terminology, and configuration options associated with the SAP SuccessFactors Performance and Goals bundle, including the following solutions:

Goal Management
Performance Management
Calibration using Performance Management as the data source
Continuous Performance Management
360 Reviews

Course Objectives

At the end of this course, you will be able to configure and manage SAP SuccessFactors Goal Management and Performance Management, Calibration using Performance as a data source, Continuous Performance Management,and 360 Reviews to meet customer requirements.

As an End User, you will use:

The Performance and Goals solutions

As an Administrator, you will manage:

Performance Review cycle
Calibration Sessions
360 Review cycle
Set up 360 Executive Review page

As an Implementation Consultant, you will configure:

Goal Management
Goal Plan Templates/Settings
Performance Management
Performance Form Templates/Settings
Calibration using Performance Management as the Data Source
Continuous Performance Management and Feedback
360 Reviews Form Templates/Settings
Translations

Course files and resources used in this course

If you have access to a live-demo instance, download the course filesto help you complete the exercises.

If you do not have a live-demo instance, you can complete the exercises using the simulations embedded in this E-Learning.

Resource	Description
Document Type Definition (DTD) files (requires log in to SAP for ME).	There are two DTD files needed to validate your XML templates with your XML Editor. Use the objective-template_4_0.dtd to validate your Goal Plan templates and the sf-form.dtd to validate your Performance and 360 Reviews form templates.

Caution

The link to access the Document Type Definition (DTD) files, is part of the Software Download Center in SAP for ME, and your S-User might not have the right authorizations. For that purpose, the course files link provided above includes the DTD files needed for the exercises in this training. More information about how to access the Software Download Center can be found on the following resources:

1568179 - How to use and find the software downloads in SAP Software Center - SAP for Me

2891528 - How to use the Self-Service Authorization Request - SAP for Me

About the User, Authorization and Administrator Concept

Implementation Resources

Here are the most relevant resources for your SAP SuccessFactors Performance and Goals real-life implementation projects.

Resource

Links

SAP Partner Portal

Link (log in required): SAP Partner Portal

Use it to locate:

Customer Project Kick-off Template: A template to prepare for your customer's project kick-off meeting.
Configuration Workbook: During customer's implementation, utilize this configuration workbook as the baseline for capturing customer configuration requirements for SAP SuccessFactors Performance and Goals.
Links to other Sales, Training, Implementation and best practices assets.

SAP Help Portal

Link (log in required to access all the available resources): SAP Help Portal

Use it to locate:

Product Guides: Including Implementation, Administration, Development and End User guides for all the SAP SuccessFactors solutions. The resources are continually updated every release. Make sure to always download the most recent version.
Release Information: To find out what's new in the latest releases.
Links to other SAP SuccessFactors resources.

Note

Some of the content in the SAP Help Portal might not be available unless you log in with your S-User ID. If you do not have an S-User ID, request one here: http://service.sap.com/request-user.

Watch this video to learn how to access Performance and Goals Implementation and Administration Guides in the SAP Help Portal.

Support Resources

Resource	Links
SAP Support	Link (log in required to access all the available resources): https://support.sap.com/ Use it to: Search for SAP Notes and Knowledge Based Articles. Report an Incident and view existing incidents. Software Downloads. Manage Users. View Cloud Availability.
SAP for Me	Link (log in required): https://me.sap.com/home Use it to: Manage from a central place the support resources mentioned above, and search for KBAs, Users, Download or License Keys. Report a case, schedule an expert session, access the SAP Community.
SAP SuccessFactors Community	Link (log in required): https://pages.community.sap.com/topics/successfactors Use it to: Find product updates related to SAP SuccessFactors: Release, Road Map, Patches, Innovation Alerts, etc. Implementation Design Principles and Architecture Leading Practices documents for different SAP SuccessFactors areas.
SAP Community - Human Capital Management (formerly Partner Delivery Community)	Link (log in required): https://community.sap.com/t5/human-capital-management-q-a/qa-p/hcm-questions Use it to: Ask questions to other SAP SuccessFactors Consultants about product, configuration, customer requirements and other implementation scenarios. Search for other relevant content for Partners, like news, blogs and events. .

Note

The following learning course is a great resource to explore the SAP support channels available.

Getting Started with Support from SAP (Support Accreditation)

Release Resources

Release Information

SAP SuccessFactors releases two software updates per year, in May and November. The release updates are referenced with the number of the Half and the Year. For example, the May 2024 release is referenced as 1H 2024 Release.

The What’s New Viewer (WNV), available in the SAP Help Portal, is the placeholder for the release enhancements in SAP SuccessFactors. It can be reviewed online or exported as a .pdf or .csv file. There are several filtering options, such as module, type or lifecycle, to review only those enhancements that are relevant for your SAP SuccessFactors system. The latest version of the What’s New Viewer can be found here: SAP SuccessFactors Release Information | SAP Help Portal

Another great resource is the SAP SuccessFactors (HCM) customer experience within the SAP Community (formerly SAP SuccessFactors Customer Community), which provides useful customer facing information on Product Releases, communications from product management, links to resources and more: Product Release & Road Map Information

Note

The best practice is to check resources frequently as they are continuously updated and improved.

Data Protection and Privacy

The data protection and privacy features include, for instance, the ability to report on personal data changes and the capacity to report on all the subject’s personal data available in the application. Customers will also have options to configure data retention rules at country level for active and inactive employees that will permanently purge personal data from SAP SuccessFactors applications.

It is the customer’s responsibility to adopt the features that they deem appropriate. More information can be found on the following guide, available in the SAP Help Portal: Implementing and Managing Data Protection and Privacy.

Summary

Support resources include: SAP Support, SAP for Me, SAP SuccessFactors Community, and SAP Community - Human Capital Management (formerly Partner Delivery Community).
The What’s New Viewer (WNV), available in the SAP Help Portal, is the placeholder for the release enhancements in SAP SuccessFactors.
Customers will have options to configure data retention rules at country level for active and inactive employees that will permanently purge personal data from SAP SuccessFactors applications.

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