Describing the Growth Portfolio

Objective

After completing this lesson, you will be able to explore and use Growth Portfolio capabilities

Overview of Growth Portfolio

The Growth Portfolio is part of the Talent Intelligence Hub centralized framework. It works as a unique repository where employees can store their role-specific (cascaded based on the employee's role) and person-specific attributes. Attributes in a portfolio can dynamically change based on a person's preference and aspirations.

People in the organization can access attributes from the Attributes Library to add the required attributes to their portfolio. The Attributes Library enables people to shape and refine a digital picture continuously of their whole self, to evaluate who they're today, and to decide what they want to be in future.

Growth Portfolio uses Artificial Intelligence (AI) and machine learning algorithms to recommend suitable skills for employees. It can also be integrated with SAP SuccessFactors Opportunity Marketplace to enable people find relevant opportunities matching their work preferences and work styles.

Growth Portfolio can be accessed from the Home Page Quick Actions or the Home menu.

SAP SuccessFactors home screen features Quick Actions, highlighting View My Growth Portfolio.

Enablement of Growth Portfolio

An administrator can enable the Growth Portfolio from Manage Talent Intelligence Hub Settings→Portfolio Settings. Once it is enabled, permissions can be granted for users in Role-Based Permissions for the Growth Portfolio category.

Using the Growth Portfolio as an Employee

Users can access the Growth Portfolio as a central repository of attributes and ratings that reflect the whole self. They can add attributes based on recommendations, explore development opportunities in Opportunity Marketplace, highlight their most relevant attributes, display the historical ratings, and so on. Some of the whole self data captured in the Growth Portfolio responds to the different employees' concerns:

Aspirations: Where do I want to go?
Preferences: How do I want to get there?
Strengths and styles: How do I tick?
Skills and capabilities: What do I know? What can I do?

The following example shows the end user view including the different sections displayed in the Growth Portfolio.

The example illustrates the end user view, showcasing the various sections in the Growth Portfolio.

Within the Growth Portfolio, employees can complete the following actions:

Display AI-Assisted Skill Recommendations* based on their activities and Add/Skip these.
Add attributes (Competency/Skill/Custom) into their Growth Portfolio, from the available attributes maintained in Manage Talent Intelligence Hub by an administrator. Those Skills that have an Created Type: INFERRED, from AI-Assisted recommendations* or AI-Assisted Skill Architecture creation*, need to be updated to CONFIRMED to become available for end users.
Note
*The AI-Assisted capabilities require an SAP AI Units license. More information Premium AI Features in SAP SuccessFactors
The attribute picker allows to search by keywords or filter by Tags (categories). Talent Intelligence Hub comes with 3 standard Tags (Core, Critical, Trending), and additionally, Tags can be created as needed by an administrator. The content migrated from Job Description Manager / Job Profile Builder / Center of Capabilities, will convert the library names, categories and groups into Tags, that can be used for filtering.
Users can mark attributes as "I'm passionate about", to indicate that the employee is highly interested in that attribute. This setting will be used to display opportunities matching the employee's work preferences and styles in Opportunity Marketplace.
Remove attributes from the Growth Portfolio, selecting a reason (Not interested anymore or Added by mistake).
Display attribute details, including Name, Tag(s), Description, Proficiency Rating, Proficiency Level Scale and Timeline, which will include an audit trail (when attribute was added, proficiency rating changes including source, date and by whom it was done).

Attributes can be searched within the Growth Portfolio using several filtering options:

The available filtering options to search for attributes, are displayed. The Category option is selected with the possible choices.

Search by attribute name.
Proficiency Level.
Categories:
- Role-Related
- Goal-Aligned
- Marked as Passionate
- Pending Approval
- Last Modified by Me
- Last Modified by Others
Tags
Time Period:
- All
- Last 7 days
- Last 30 days
- Last 3 months
- Last 6 months
- Last 1 year
- Custom Time Period

Example shows the landing page of growth portfolio as an end user.

Using the Growth Portfolio as a Manager

The Team View (also known as Team Portfolio) is the UI designed to assist managers see their reports' skill gaps, skill progression, and more. Some of the actions that the managers can complete from the Team View are:

Adding or removing attributes from the reports' growth portfolio
Use the Filters to narrow people based on Attribute Type, Attributes, Tags, or Proficiency Level.
Assign Proficiency levels for newly added attributes
View Proficiency Gaps of the employees and compare their current ratings vs the ratings expected for their role (Role-Based attributes)

Hint

In a recent enhancement in 1H 2025 release, Team View now also supports 2nd Level Reports and Matrix Reports.

People can be selected to display into Team View using the available filters, using Select People button:

Search for people. Type employee's name using the search box.
Reporting Levels: First-Level Reports, Second-Level Reports and/or Matrix Reports.
Name: Based on the reporting level, you can select reports by name from the dropdown list.
Job Title

The available filters for the Select People option are shown.

Team View in the SAP Growth Portfolio displays direct reports along with skills.

The Redesigned Growth Portfolio

The redesigned Growth Portfolio experience allows users to preview information about their current and target roles and the attributes associated with those roles, as well as career opportunities.

The prerequisites to use the redesigned Growth Portfolio are:

Growth Portfolio must be enabled from Manage Talent Intelligence Hub.
SAP SuccessFactors Opportunity Marketplace
SAP SuccessFactors Career Development Planning
Upgrade to Latest Career Worksheet from the Upgrade Center.

Upgrading Latest Career Worksheet in Upgrade Center.

Note

The Latest Career Worksheet upgrade can be reverted within 30 days. For more information, you can check on the implementation guide for Career Development Planning Overview of Latest Career Worksheet

Once the upgrade to Latest Career Worksheet is completed, the Growth Portfolio landing page is replaced with this new version.

The redesigned GP includes Roles and Aspirations to display target roles and explore career options.

The landing page will show the following sections:

Skills and Attributes. Will display the total number of attributes of every type that belongs to the employee's Growth Portfolio, such as Competencies, skills and custom attributes. Users can select the attribute type to drill down into a landing page to review and manage their portfolio.
Roles and Aspirations. Target roles added from the Career Worksheet will show up, as well as the current role. Users can navigate to Explore Career Options, to find job roles matching their preferences, as well as trending roles within their team, next career move or roles of people like them (requires Career Explorer). Recommendations follow the Suggested Roles tool algorithm or Career Explorer, as well as Core/Critical attributes or those marked as passionate by the user. More information available in Recommended Roles in Latest Career Worksheet

From the redesigned Growth Portfolio, users can explore recommendations on career options.

With the integration points between Talent Intelligence Hub and SAP SuccessFactors Learning, Career Development Planning and Mentoring, or Opportunity Marketplace, users can perform several tasks on the attribute details:

Advance My Proficiency: Explore proficiency-based learning suggestions, which may vary based on the current proficiency level for the skill. Those suggestions for the next higher proficiency level for the skill appear first, followed by the suggestions for the current proficiency level. Users can also navigate to the Learning Home Page to explore learning resources. To display this section, enable the following setting in Company System and Logo Settings→Enable the Advance My Proficiency section in the Growth Portfolio.
Development Goals. Any development goals associated to the attribute (Competency/Skill) will display in this section. Goals can also be created as needed from here.
Opportunities to Grow: Will show non-intelligent recommendations about assignments, open jobs or mentoring programs and mentors available, and users can explore more in Opportunity Marketplace. Those customers with Opportunity Marketplace Intelligent Recommendations (powered by machine learning) will also have these to display in this section. More information about the display of recommendations is available here: Opportunity Recommendations in Growth Portfolio and Latest Career Worksheet

Overview of the attribute details including sections to display development goals or explore opportunities.

Manager Experience on the Redesigned Growth Portfolio

Managers in the organization can choose the Team View button, like on the Growth Portfolio standard UI, but they will have additional capabilities on the Redesigned Growth Portfolio, which include the ability to track their team's career development, role aspirations and skill growth.

Managers can access the Team View button from the Growth Portfolio.

The Team View will include a Summary, which is organized in

Roles and Aspirations.
Identify Skill Strengths.
Recognize Skills to improve.

The Roles and Aspirations section includes the job roles that the employees currently hold (Current Roles) and the top three most popular target roles employees have added (Popular Target Roles). Besides role names, managers can view the team's readiness for each role and employees' information.

The roles and aspirations of the team are visible in the Summary.

The Identify Skill Strengths section includes the top five skills and attributes where employees meet or exceed expectations. Managers can select a skill or attribute and an employee to track their skill development over time. They can also filter skills and attributes by roles, and focus on critical skills and attributes only, as well as view their employee's development activities linked to specific skills and attributes, including development goals, assignments or learning.

The section shows skills where employees met or exceeded expectations over time.

The Recognize Skills to Improve section shows the top five skills and attributes where employees have gaps compared to the expectations. The actions available in this section are the same as those in the Identify Skill Strengths section. Any development activities that the employees have been working on, would also be available here.

The Skills and Attributes tab shows the Team View identical as the Growth Portfolio standard UI. The same actions are available, for the filtering options, display of reports and edit mode to change proficiency ratings, add attributes and more.

Skills and attributes tab shows the team view menu.

Approval Workflow for Assigned Ratings in Growth Portfolio

The proficiency ratings given from the Growth Portfolio might be coming from sources like a Performance Management form where are rating given at a Competency and/or Skill will update the proficiency rating in the employee's Growth Portfolio once the form is completed.

However, there might be other scenarios where employees can add themselves Skills, Competencies or other attributes from the recommendations (for Skills) or via the attributes picker (for any attribute type). The ability to edit the proficiency rating might be permissioned to the user to make changes, but there are ways to prevent this, if needed:

Removing the permission in RBP: User Permissions→Growth Portfolio→Edit Proficiency Level.
Allowing the user to change ratings but set up an approval process using business rules.

With the approval process, a new business rule scenario is available in Configure Business Rules to determine which attribute types would require approval and to whom the workflow should be sent to.

The category Talent Intelligence Hub includes a rule scenario to set up workflows for assigned ratings in GP

On the rule, we can determine any of the following conditions in order to trigger an approval workflow. Conditions can be standalone, combined (Parent And), or one of the conditions to be met (Parent Or).

Attribute Type.External Code. As an example, you could set as a condition that the proficiency level changes for the Attribute Type=SKILL should trigger a workflow. You can find out the external code in Manage Talent Intelligence Hub.
Attribute.Role-Based Attribute. This is a boolean field (Yes/No). You could have as a condition that only proficiency level changes for attributes that are not mapped to employee's job role to require an approval.
Tag.External Code. You could determine that proficiency level changes on attributes with Core and Critical tags should require an approval. You can find out the external code in Manage Talent Intelligence Hub.

This example shows a business rule set up to approve rating changes on Skills and Competencies to be sent to the manager.

The business rule is assigned on the Manage Rule Assignments tool, as seen in this example:

The Manage Rule Assignments shows the Configure Workflow for Assigned Ratings in the Growth Portfolio.

Configure and assign a business rule for approval rating changes

In this example, you will be configuring and assigning a business rule for the approval workflow of rating changes in Growth Portfolio

Prerequisites

The following permissions may be required:

To create the business rule: Administrator Permissions→Metadata Framework→Configure Business Rules
To assign the business rule: Administrator Permissions→Business Rules Object Permissions→Rule Assignments→Edit and Administrator Permissions→Metadata Framework→Manage Rule Assignments.
To check details for the rule expressions (like the External Code for Attribute Type): Administrator Permissions→Manage Talent Intelligence Hub→View Manage Talent Intelligence Hub Settings
To create a Workflow Configuration: Administrator Permissions→Manage Foundation Objects→Manage Organization, Pay and Job Structures

Steps

Navigate to Configure Business Rules using Action Search.
Select + to create a new rule.
Expand the Talent Intelligence Hub rule scenario category, and select the option available Configure Workflow for Assigned Ratings in the Growth Portfolio.
Add the following details:
- Rule Name and Rule ID: TIH_GP_Rating_Change.
- Start Date: 01/01/1900.
- Description: Rule to control rating changes in Growth Portfolio with an approval workflow.
Select Continue.
Create the business rule conditions (IF), with the following parameters:
- IF
- Attribute.Attribute Type.External Code. is equal to. Text. SKILL
- OR
- Attribute.Attribute Type.External Code. is equal to. Text. COMPETENCY
Continue with the rule statement (THEN).
- THEN
- Set. Workflow.Workflow Configuration. to be equal to. Value. Manager(Manager).
Choose Save.
Select the "dot" icon beside the rule name/rule ID to open the assignment window. When selecting the option on the popup screen, you will be redirected to the Manage Rule Assignment page, where you can associate the new rule created to the target object.
- Rule Assignment Name: Configure Workflow for Assigned Ratings in the Growth Portfolio
- Scenario: Configure Workflow for Assigned Ratings in the Growth Portfolio
- Assigned Rules: TIH_GP_Rating_Changes.
Save changes.

Result

The business rule is now created and assigned.

Test the business rule to approve Proficiency Rating changes

In the following steps, we will test the business rule to edit proficiency levels for some skills and send it for approval.

Steps

Navigate to Growth Portfolio, and select the list view to display all the skills. You can then start editing the Proficiency Levels for these, up a maximum of 20 attributes can be edited at once.
Select Submit to save changes.
A popup window will display if these changes need to be approved. Comments can be included for each attribute, if needed, to send it to the approver(s) in the workflow. When submitting it, the skills will show an Approval Request Submitted status.
The approver will receive the workflow(s) on the Home Page, in the Approvals section. These can be reviewed and approve, decline or even delegate to someone else (if this option is enabled in the workflow configuration).
Once approved, the new rating will be shown. The Timeline will show the approver.

Create and assign a business rule to approve proficiency level changes

Your organization would like to have an approval process when Proficiency Levels are modified by employees in Growth Portfolio. Whenever a role-based competency or skill rating is modified, a workflow should be triggered to send for Manager's approval.

Steps

Create a new workflow configuration with Manager as an approver
1. Navigate to Manage Organization, Job and Pay Structures using action search.
2. Select Create New→Workflow Configuration
3. Add the following details:
  - Workflow ID: GP_Approval
  - Name: Growth Portfolio Approval
  - Is Delegate Supported: Yes
4. Add on the Step 1, the following details, to include Manager as an approver (leave all the other options as-is).
  - Approver Type: Role
  - Approver Role: Manager
5. Choose Save to save your changes.
Create and assign a business rule to trigger a workflow when role-based competencies or skills have their proficiency levels modified by an employee.
1. Navigate to Configure Business Rules using action search.
2. Select the + option to create a new rule.
3. Expand the Talent Intelligence Hub scenario category, and select the available scenario: Configure Workflow for Assigned Ratings in the Growth Portfolio.
4. Add the following details:
  - Rule Name: GP_TIH_Workflow
  - Rule ID: GP_TIH_Workflow
  - Start Date: 01/01/1900
5. Choose Continue.
6. Create the rule conditions and statements IF/THEN according to this example:
  - If Attribute.Attribute Type.External Code is equal to Text COMPETENCY OR
  - Attribute.Attribute Type.External Code is equal to Text SKILL
7. Add a PARENT AND expression so another condition needs to be met:
  - Attribute.Role-Based Attribute is equal to Boolean Yes
8. Add the Then statement as follows:
  - Set Workflow.Workflow Configuration to be equal to Value Growth Portfolio Approval (GP_Approval)
9. Choose Save to save your changes.
Assign the business rule.
1. On the business rule details that you created previously, you should locate a "Dot" symbol, that can be selected. A new window to Assign Rule will show.
2. Choose Assign Rule.
3. The system will show where the rule should be assigned. Select the arrow available to navigate to Manage Rule Assignments.
  Hint
  You can also navigate to Manage Rule Assignments→Create New→Rule Assignment to get to this step.
4. Select the Scenario: Configure Workflow for Assigned Ratings in the Growth Portfolio.
5. On the Assigned Rules, select the business rule you created previously.
6. Choose Save. The rule is now assigned.
Test your business rule.
1. Select Proxy Now to proxy as the following user: Carol Clark.
2. Navigate to Growth Portfolio using the home menu.
3. Notice there are several Competencies and Skills available.
4. Try to choose Edit Proficiency for one of your Skills or Competencies.
5. Verify there is an approval process when trying to submit your changes. Send it to your manager so the workflow is initiated.
6. Choose Proxy Now to proxy as Carol's manager (Alex Anderson).
7. Verify there's a new card in the Home Page, on the Approvals section, that corresponds to the proficiency level change initiated by Carol.
8. Approve the workflow to save changes.

Explore Talent Intelligence Hub

In the following exercise, you will access the Growth Portfolio as an end user to complete some actions.

Steps

Explore the Growth Portfolio as an end user.
1. Continue from the previous exercise, and select Proxy Now to proxy as Carol Clark.
2. Access the Growth Portfolio and complete the following actions:
  - Add 5 Skills of your choice.
  - Assign Proficiency Levels to each of your new skills. You will verify that, since these skills as not role-based, the workflow will not be triggered and manager approval is not required.
  - Mark some of your competencies and skills as "I'm passionate about".
  - On the Skills section, select View All.
  - Select on the top-right section, the icon to display your skills as a List View.
  - Select Edit Proficiency and verify you can rate multiple items using this option.
  - On the different filters to search for Skills, try using the Categories Role-Related and Marked as Passionate, and choose Go to search based on these filters.
  - Navigate back to the Growth Portfolio main page, and now choose the option Team View.
  - Select the Proficiency Gap option and switch to Edit mode.
  - Try adding some skills and setting up ratings for your direct reports, and submit your changes.
3. Using your admin user (HR Coordinator), navigate to the Home menu, and then select Growth Portfolio from the dropdown options.
Upgrade to the Latest Career Worksheet and explore the Redesigned Growth Portfolio
1. Select Become Self to navigate back as the administrator
2. Navigate to Upgrade Center using Action Search or from Admin Center main page.
3. Select the Filter By dropdown option and choose Career Development Plan.
4. On the Optional Upgrades, locate the Latest Career Worksheet.
5. Select Learn More & Upgrade Now.
6. Choose Upgrade Now and confirm the changes.
Explore the Redesigned Growth Portfolio
1. Select Proxy Now to proxy as Carol Clark.
2. Access the Growth Portfolio and explore the different sections and the new layout.

Summary

Some of the key takeaways for this lesson are:

The Growth Portfolio stores the role-specific and person-specific attributes, that can dynamically change based on the employee's preference and aspirations.
Growth Portfolio uses AI and Machine Learning algorithms to recommend skills to employees and integrates with Opportunity Marketplace to enable people to find relevant opportunities that match their preferences.
Managers can see their reports' skill gaps, skill progression and add/remove attributes from the Team View.

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