Name: Configuring Codes in SAP SuccessFactors Agent Performance Management
Uploaded: 2020-7-10
Duration: 227 s
Description: This video demonstrates how to add and manage existing Code Types and Code Values in SAP SuccessFactors Agent Performance Management.

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<div><div>This video demonstrates how to add and manage existing Code Types and Code Values in SAP SuccessFactors Agent Performance Management. </div></div>

Configuring Codes in SAP SuccessFactors Agent Performance Management

Hello. My name is Minnie. In this video, you’ll learn how to Configure Codes in SAP Agent Performance Management. Administrators manage drop down menu options using Code Types and Code Values in SAP  Agent Performance Management, or APM for short. I’ll demonstrate how to add and manage Codes in APM. I’ll begin by navigating to the Administrator Portal, Configuration Tab and select Code Search. I’ll add a new Code Type by clicking the plus icon. The Code Type Detail Form shows fields, highlighted in yellow, that require an entry. For my example, I’ll create a Code Type to indicate how often a Producer receives training. I’ll enter Education Occurrence in the Code Type field. Next, for Display Type, the available two options are Display Value or Stored Value and Display Value. For Display Order, available options shown are Display Value, Stored Value or Entered Sequence. I’ll select Display Value for both fields. For Stored Value Type, I’ll choose to display as Text up to a maximum length of 20 characters. I'll click Save. Next, I’ll enter the Code Value in Related Entities by clicking the plus icon. For my first entry, I’ll enter Yearly in the Stored Value container and English Language container. To add more options for the User, I’ll click the plus icon and repeat my steps to add Quarterly and One Time Event I’ll click the Save icon to save my changes. For the sake of time, I’ll demonstrate how to manage existing Code Types. I’ll view an existing record. For my example, I’ll add Code Values to show training methods for a Producer. I’ll select Education Method. On the Code Type Detail Form, I’ll add Code Values in Related Entities by clicking the plus icon. I’ll enter the first Code Value as Online in the Stored Value and English language containers. I’ll enter more values by clicking the plus icon. I’ll add Classroom and Seminar as addtional options for the User to select. To save my changes, I’ll click the Save icon. The Code Values are now active and ready for use. I’ll test the Code Values for the Education Method Code Type by navigating to the Manager Portal and selecting the Producers Tab. I’ll select an existing Producer’s record and click the Education Search menu item. I’ll click the drop down menu for Education Method. I see the Code Values that I created earlier. For this example, I’ll select Classroom. To save my changes, I’ll click Save. Thanks for watching.