Using Continuous Performance Management to Increase Work Performance

The primary features associated with Continuous Performance Management include:

• Employee Activities

  • Create activities and add attachments on activities to instantly record employee efforts and provide visibility to what they are working on.

  • Display employee achievements in real-time, using the Achievements view.

  • Request feedback from and give feedback to other employees as well as monitor the status of feedback requests.

  • Link activities directly to performance goals and development goals and view them in the Performance Review form.

  • View activities grouped by time or goal.

• Meetings
  • Structure 1:1 meetings with manager and employees and open additional channels to involve other roles in the process, using Multiple Role Support.

  • Create topics for discussion between manager and employee.

  • Capture meeting discussions and track content of meeting in meeting history.

  • Configure status labels and icon colors for Activity and Topic.

  • Access feature via the web and on mobile application (iOS and Android).

Most of the actions in Continuous Performance Management are performed in the Activities view. You can easily track your work and that of your direct reports by:

• Creating and monitoring activities

• Assigning an appropriate status to the activities

• Linking the activities to performance goals and development goals

• Viewing feedback linked to an activity and make it visible to the manager

• Adding updates to activities

Watch this video to learn more about the Activities View.

Users can add attachments to activities and provide additional context or demonstrate work done in association with an activity. This feature, called Enable Attachments on Activities must be turned on from Continuous Performance Management Configuration.

Permissions Associated with Attachments

To grant permission to upload and download attachments, select Activity → Visibility: View and Action: Edit in Manage Permission Roles → User Permission → Continuous Performance Management

To grant permission to only download attachments, select Activity → Visibility: View in Manage Permission Roles → User Permission → Continuous Performance Management.

Note

A maximum of five attachments per activity are allowed. Allocations for file size and storage are defined in document management services in Provisioning. Several file types, like PDF, DOC, JPG, PPT, TXT are supported. For additional information, you can check the Using Continuous Performance Management guide in the SAP Help Portal.

Watch this video to learn more about the Meeting view in Continuous Performance Management. 

The Meeting view can be accessed from the My Activities main menu. A Start Meeting button is available to start a new meeting. The following options are available:

• Updates prior to the meeting: Displays the new activities, achievements, and completed activities since the last meeting took place.
• Meeting History: On the top-right corner, we can access at any time the information from previous meetings that will be displayed by date. From the meeting history, we can easily navigate back to the current meeting.
  Note

  The Meeting History between a direct report and their previous managers can be hidden from the new manager. The new manager is shown only their own meeting histories with their current direct reports. Direct reports will still be able to see all meeting histories with their current and previous managers. To enable this option, select Hide the meeting histories of previous managers from the new manager by navigating to Continuous Performance Management Configuration.
• Discussion Topics: Add, edit, and delete any topics beyond our activities to be discussed between employee and manager (or another channel). To access this section, permissions should be granted in Role-Based Permission, and the feature Enable "Discussion Topic" must be enabled from the Admin Console.
• Activities: Displays activities by status or by goal. You can also drill down into each activity details to post an update, link activity to a goal, or even request feedback. New activities can be also created from the Meeting view, using the Create Activity button.
• Meeting Notes: Private notes, only visible by the author, can be added if needed, to the current meeting. Notes will be saved into the Meeting History when the meeting is finalized. To access this section, the feature Enable Meeting Notes must be enabled from Continuous Performance Management Configuration tool.
• Finish and Add to Meeting History: This option will save our meeting to the Meeting History, including activities, completed discussion topics, meeting notes, and so on. You cannot edit the saved meeting.

In Continuous Performance Management, a discussion topic is an entity that helps you discuss items that are beyond the scope of your current activities during your 1:1 meetings.

A discussion topic enables managers and employees to discuss many things that can help improve work performance. For example, like needing that ergonomically correct chair to support better posture or the need to discuss working more flexible hours. Regardless of what it is, discussion topics are things that must be discussed between manager and employee.

Discussion topics can be added easily in the Meeting view. You can edit/delete them at any time or select the checkbox provided to strikethrough the topic, which means it has been discussed with the manager and is therefore completed.

To access the Achievements view:

1. Go to Continuous Performance Management
2. Select Achievements

The Achievements view features the following options:

1. An Achievements Summary, including the total number of achievements, and those achieved in the current year and/or current month. All Achievements.
2. A filtering option to display achievements from the last 3, 6, or 12 months, or from a specific time frame.
3. Performance Goals and Development Goals tabs, which you can select to find out which of these achievements are linked to a Performance and/or Development Goal.
4. Create Achievements button used to create an achievement. An activity with the same name will be created under the View Activities page if using this option.
5. Start Meeting and View Activities buttons to navigate to these options.

You can drill down into each achievement to see more details, like the date of achievement, last update, and see linked goals and/or feedback received.

The Achievements view captures the accomplishments that managers and employees have achieved in the work place. Traditionally employees have had to wait until the end of the year to record all they have accomplished to justify a request for a merit increase or promotion.

This view allows managers and employees to display all achievements in real-time, drill down into achievement details to check for linked goals and feedback received for the activities that were turned into achievements, and create new achievements that will also create an activity under the same name and will be available from the Activities view.

Watch this video to learn more about the Achievements view.