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SAP Learning Class | Implementing and Administrating SAP SuccessFactors Agent Performance Management

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cleanFiles/bookmap_SAP_Agent_Performance_Management_Enterpris_en-US_learning-sap-com_lsc-prod.zip (MMCP-DROPZONE) - 2024-12-11T08:20:15.000Z

Introduction to Agent Performance Management

The APM User Interface

Assessment

Overview of Agent Performance Management

Configuring Security

Customizing the APM User Interface

Other Configuration Settings

The APM Data Model

Configuration and Setup

Producers, Brokers and Vendors

Brokers vs. Producers

Producer Credentials

Managing Producers, Brokers and Vendors

Managing Customers

Managing Policies

Producer Ownership

Customers, Policies and Ownership

Manually import a file

The Data Import Process

Posting a File

Import Formats

File Sweeps

Data Integration

Commission Schedules

Transactions

Payouts

Pre-Computation and Post-Computation Compliance

Voucher Processing

RunLists

Multithreading

Statements, Reporting, and Extracts

Commissions and Payouts

Data Structures

APM Add-On Applications

Glossary

Appendix

SAP SuccessFactors Agent Performance Management

This learning journey provides the configuration necessary to implement and administer SAP SuccessFactors Agent Performance Management.

Learn how SAP SuccessFactors Agent Performance Management (APM) helps insurance carriers streamline compensation processes and manage producers, brokers, vendors, customers, policies, and more. Get hands-on configuration guidance and understand the data integration and commissioning processes. # This description was auto-generated #

1_g4slzs7r (video-connector) - 2023-10-12T05:08:36.549Z

SAP SuccessFactors Agent Performance Management Introduction Video

Welcome to our training on SAP SuccessFactors Agent Performance Management, or APM. We are delighted that you have made us part of your learning journey. During this training, you'll learn how APM helps its users face the many challenges faced by the typical insurance carrier, and how it eliminates the need to maintain multiple and independent sources of information used to compensate its producers. We'll start with an overview of APM, and get you familiar with its features and the user interface. From there, we'll guide you through the configuration steps you will need, such as security, customizations, field validations, and the data model. Then we'll move into managing producers, brokers, and vendors. Then we'll cover customers, policies, and ownership. We'll then take you into the data integration process, covering data import formats, file sleeps, and much more. Finally, we'll cover the commissioning process, where we'll show you how to set up a commission schedule, post transactions, run a payout process, and process payment vouchers. After each module, you'll be tested on the key topics to make sure you're on the right track. Ready? Let's get started!

Customized Weighted Rating section in Performance Forms in SAP SuccessFactors Performance & Goals

SF Live events (sf-live-events) - 2025-04-10T12:29:58.422Z

In this SAP SuccessFactors Performance &amp; Goals session (THR82), participants will learn about a type of summary section that allows the generation of an overall rating including several users and assigns a specific weight for each. Through the use of business rules, you can set the parameters to add different managers responsible for the overall form rating, and calculate a final rating based on ratings and weights.&nbsp;

Implementing and Administering SAP SuccessFactors Agent Performance Management

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To get most out of this learning journey, we recommend you complete the following:

SAP SuccessFactors Agent Performance Management

Overview of Agent Performance Management

Configuration and Setup

Managing Producers, Brokers and Vendors

Customers, Policies and Ownership

Data Integration

Commissions and Payouts

Appendix

Record of Achievement

Pass all the quizzes and receive a digital badge

Implementing and Administering SAP SuccessFactors Agent Performance Management

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SAP SuccessFactors Agent Performance Management