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Defining Dynamic Teams

Objective

After completing this lesson, you will be able to define Dynamic Teams.

Introduction to Dynamic Teams

The Dynamic Teams module enables people in the organization to create and manage informal teams. Informal teams are those teams that aren't defined by the formal organizational and reporting structure, but are various people coming together for a specific purpose.

It can be a cross-functional team made up of people in different job roles, from different parts of the organization, or from a project team that is formed for a specific project completion. Once these dynamic teams are set up, members can define objective and key results (OKRs) to be achieved by all the team members.

Note

Dynamic Teams is an SAP SuccessFactors Platform solution that doesn't require a separate license; however, some of the key integration points with solutions like Opportunity Marketplace or Goal Management can't be used unless customers have an Opportunity Marketplace (OMP) license or, in case of the topic discussed in this lesson, Performance and Goals.

The guide, Implementing Dynamic Teams, is available in the SAP Help Portal and contains all the relevant information about enabling the solution and all the different integration points. https://help.sap.com/docs/SAP_SUCCESSFACTORS_PLATFORM/d382515928ac479ea00f06379eda324d/42493091f3e14afea5ee0c7df5135246.html

Enablement of Dynamic Teams and the Integration with Goal Management

As mentioned, Dynamic Teams is an SAP SuccessFactors Platform feature, and doesn't require a separate license. It can be enabled from the Upgrade Center.

The Dynamic Teams section is highlighted on the Upgrade Center tab.

The next step is granting the necessary permissions in RBP.

User Permissions → Dynamic Teams → Create, View and Edit Dynamic Teams. This permission allows users to perform these actions in the Dynamic Teams menu.
User Permissions → Objectives and Key Results → Create, View and Edit Objectives and Key Results (OKR). This permission appears only if the Enable Objectives and Key Results feature is enabled in Configure Dynamic Teams by an administrator.

Note

Also, the User Search permission available in User Permissions → General User Permission enables people to use People Search functions for a target population. This permission is a requirement for essential functions in Dynamic Teams, like adding a team member.

In your training instance, this permission is granted to everyone with target population=everyone in the Employee Search role.

Administrator Permissions → Configure Dynamic Teams → Configure Dynamic Teams. This permission allows administrators to configure Dynamic Teams and enable the integrations with Goal Management and Opportunity Marketplace.
Administrator Permissions → Configure Dynamic Teams → Admin Access to Dynamic Teams Data. This permission allows a data protection office administrator (DPO) to view Dynamic Teams data within the Data Protection Reports.
Administrator Permissions → Configure Objectives and Key Results (OKR) → Configure Objectives and Key Results (OKR). This permission allows administrators to manage configuration settings related to Objectives and Key Results in the Configure Dynamic Teams page.
Administrator Permissions → Configure Objectives and Key Results (OKR) → Admin Access to Objectives and Key Results Data. This permission allows a data protection office administrator (DPO) to view OKR's data in the Data Protection Reports.

Configuration of Dynamic Teams Integration

With the proper permissions, an administrator can access Configure Dynamic Teams. There are two options to enable:

Enable Sourcing with Opportunity Marketplace: This integration gives team owners the option to use Opportunity Marketplace Assignments to help source qualified team members. If enabled, team owners can publish an assignment in Opportunity Marketplace that defines the capabilities, geographic preference, and other requirements they want team members to fulfill. People can find and accept the assignment in Opportunity Marketplace. When someone accepts the assignment, they're added to the dynamic team.
Enable Objectives and Key Results: It turns on the Objectives and Key Results (OKR) feature for Dynamic Teams. When enabled, additional role-based permissions become available. People with the Configure Objectives and Key Results (OKR) permission can manage configuration settings on this page.

Note

Opportunity Marketplace isn't enabled in your instance and requires a separate license. You can find more information here:

https://help.sap.com/docs/SAP_SUCCESSFACTORS_OPPORTUNITY_MARKETPLACE

The Enable Objectives and Key Results setting is highlighted on the Dynamic Teams Configuration page.

When selecting Enable Objectives and Key Results, some additional options display, the Status Settings and Enable Linking to Performance Goals.

Status Settings: The Status Settings section allows to configure the different status labels, colors, set a default status, set a complete status, reordering and localization of the Team Objectives (OKRs) created within Dynamic Teams.
Enable Linking to Performance Goals: This integration gives team members the ability to link the objectives of their dynamic team to their performance goals in Goal Management. When an objective and a performance goal are linked, the linking is shown in both Dynamic Teams and Goal Management.

The Enable Using to Performance Goals setting is highlighted on the Objectives and Key Results Settings page.

Use Dynamic Teams to Create OKRs and Integrate Them with Performance Goals

Felicia Ford is an employee in the organization, and has been included in a Dynamic Team as a member of the project, including other colleagues, to work on the Objective and Key Results to implement measures to reduce carbon footprint in the organization. Within the team OKR, four key results have been identified.

100% of the company car fleet must be electric or hybrid.
75% of the office material must be biodegradable.
25% of the material must be compostable.
Supply chain and shipping infrastructure must have zero waste.

Steps

Navigate to Dynamic Teams from the Home page, either by selecting the Quick Action or from the global navigation menu. Notice there's also an engagement card, since one of the OKRs for the team have been achieved. In this particular case, the current percentage of the company car fleet being electric or hybrid is 60% and the DOS was set to 60% of the total target (100%), which means that this key result is considered achieved.

The Dynamic Teams option with Your team achieved a key result! card is highlighted.

In the Dynamic Teams menu, there's a Project Team OKR where Felicia Ford is one of the team members. Selecting the team displays more details about the team objectives in progress. Felicia wants to link one of the team objectives (Reduce carbon footprint in the organization) to some of their goals. In the options, they find a Link to Goals option.
Select the Link to Goals option to display a Linked Goals List menu, from where Performance Goals can be selected to link with the OKR. Goals can be selected from different Goal Plans and a selection of multiple goals is possible.
Those Performance Goals that were linked to the OKR are now visible in the Linked Goals List. From there, you can navigate to one or more Performance Goals details in the Goal Plan.
From the Goal Plan, a Linked OKRs section is visible when a goal is linked to an OKR. Select View Details to drill down into the OKRs information, status, and key results.

The Linked OKRs section is highlighted.

Now, Felicia can easily navigate back and forth between the Goal Plan and Dynamic Teams successfully.

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