SAP Knowledge Base Article - Public

2341110 - Performance Management Implementation Tips & Tricks from Support



This article has been put together by Cloud Product Support to provide Customers and Partners some Tips & Tricks to Implementing (and administration of) Performance Management. The aim is to centralize some of the more frequently encountered Implementation issues for SAP SuccessFactors Performance Management and to give some tips and tricks to avoid any unnessecary delays to an Implementation.

Please note that this article (and sub-articles) are freqently reviewed and updated by Product Support over time, based on our experiences with Implementing Performance Management for new and existing customers. Please do utilize the information provided to ensure that you troubleshoot the issue you are encountering first, before opening a Support Incident as a lot of the issues you may encounter already have solutions. You can search for more solutions here


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Performance Management


PM / 360 / GM / 360 / CPM Core

Implementation FAQ's, broken down into specific topic areas for PM / 360 / GM / 360 / CPM Core configuration. Please utilize these articles, before opening a Support Incident.


Component        Topics                                                   

Performance Management

Implementation / Admin guide

Manage Templates / Form template settings

Route maps

Rating scales


Form Transfer

Overview of User Roles

Team overview / Out of turn Access / Stackranker

Opening a support incident*

360 Multirater

Implementation guide

Manage Templates / Form template settings

Reporting in 360

Route map difference for 360

Opening a support incident*

Goal Management

Implementation guide

Manage Templates / Goal Plan State

Beta goal import

Individual / Group goals 1.0 and 2.0

Team Goals and Initiatives in Goal Managment

Goal Execution

Opening a support incident*


Implementation / Admin guide

Calibration Template / Settings / Sessions

Overview of User Roles

Opening a support incident*

Continuous Performance Management

Admin Guide

Other sources

Opening a support incident*

Employee Central and Intelligent Services

How Employee Central and Intelligent Services affect PM

 Other topics

Competencies (JDM 1.0/JPB/EC)

Email notifications


PP3 - People Profile

 General/Quick Reference FAQ

 Troubleshooting tools, tips & tricks

* = What minimum information to provide Product Support if you need to raise a Support Incident for this topic/feature


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KBA , LOD-SF-PGM , Performance Management, 360 Multi Rater , LOD-SF-CDP , Career Development Planning , LOD-SF-GM , Goal Management , LOD-SF-PM-360 , 360 Reviews , LOD-SF-PM-CAL , PM-Calibration Issues Specific to PM Forms , How To


SAP SuccessFactors HXM Core all versions