Understanding SAP SuccessFactors Continuous Performance Management

Objective

After completing this lesson, you will be able to use SAP SuccessFactors Continuous Performance Management to support employee growth and development.

Continuous Performance Management

Continuous Performance Management (CPM) helps improve employee engagement and overall workforce performance by providing more continuous dialogue between managers and employees. With this continuous approach, managers have increased visibility into employee activities and achievements, enabling them to provide guidance when it’s relevant. Employees request feedback or receive feedback from anyone in their target population.

Activities

Activities represent the actions being taken toward achieving goals.

Watch the video to learn how to display activities in the activities view, update the status of an activity, link performance and development goals, and create new performance goals for your goal plan.

Achievements

When the employee completes an activity, they have the ability to mark it as an achievement.

Watch the video to learn how achievements can be linked to a performance or development goal, make edits to achievements, create standalone achievement, and display achievements on a user’s goal plan in this video.

Meeting View

The Meeting View supports the employee and the manager to have a meaningful one-on-one meeting.

Watch the video to learn how to list employee activities, add discussion topics and private meeting notes, and view meeting history in this video.

Continuous Feedback

Continuous feedback helps you share your feedback directly with any employee through a channel that is integral to the solution.

Watch the video to learn how to request feedback, enter a feedback topic and question, and see how feedback is organized on cards in this video.

Exercise: Use Performance and Goals tools

Business Example

In this activity, you will create a goal, an activity and then link the activity to the goal.

Note

This exercise is a standalone activity and is not required for completing other hands-on exercises for this course.

Steps

Create Performance Goals

Log in to the SAP SuccessFactors instance.
Navigate to Goals using the global navigation menu, or using the Manage My Goals quick action on the Home Page.
Select the TMO Goal Plan from the goal plan template dropdown menu.
Select Create Goal.
You can use Generative AI or Create a goal from Library to create your goal.
If using the Generative AI, you can edit or regenarate the result as you see fit.
If you're creating a goal from the library, expand the categories and sub-categories and select a goal of your choice. Select Next to navigate to the next step.
Set the start and due dates of the goals this current year.
Save your goal.

Create an Activity

Navigate to Continuous Performance using the global navigation menu.
Select Create Activity.
Add an activity name of your choice.
Change the status to Complete. A checkbox to Mark as Achievement will show up.
Select Mark as Achievement and leave today's date as the Achieved On date.
In the Linked Goals section, select Link to the Performance Goals. You can link the activity to as many number of goals from as many number of goal plans you like.
Select Save. Close the popup dialog that confirms the activity was created.
On the Continuous Performance menu, select View Achievements and verify that the activity you created and marked as achievement displays.

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