SAP Knowledge Base Article - Public

2341863 - 360 Multi Rater Management Implementation Overview - How to get started

Symptom

SAP-SuccessFactorsPMGM.png

Cloud Product Support team provides you and our partners with a comprehensive one stop shop for resources and information sources for SAP SuccessFactors 360 Multi Rater that you can use for your learning, training, and implementation needs.

The aim is to centralize the available content for SAP SuccessFactors Performance Management and 360 Multi Rater that is already out there for you and also help you by creating Knowledgebase Articles that cover the most common support issues encountered during implementations and Go-live.

IMPORTANT: Before you start launching 360 forms to live users, here some basic checks you should do beforehand - please review both knowledgebase articles:

2076076 - Launching Forms - QA Form Templates Prior to Launch - Performance Management

2256923 - Admin Guide for 360 Multi Rater - Implementation Guides - Performance Management

See as well attachment at the bottom of this knowledgebase article "QA-MTRTroubleshootingOutline.pdf" for further guidance

Environment

360 Multi Rater

Cause

Tips & Tricks

IssueIdentified_blue_small.jpgHandbook_orange_small.jpgTips_blue_small.jpgIncident_blue_small.jpg

In below sources are some tips and tricks recommended by Product Support, which you should consider first before opening a Support Incident.

Always check every single basic setting outlined in implementation / admin guide and knowledgebase articles, as this might help you to resolve your issue; e.g. if in one knowledgebase article there are 10 prerequisites mentioned that need to be set, check systematically that all are met!

Click here to access the:

Implementation / Admin guide

360 Multi Rater is just simply a type of PM template with a slightly different purpose and some extras. However, some functionalities - e.g. copying a template from last year - are the same for PM and 360 - for these functionalities that 360 and PM have in common, please check knowledgebase article:

2341342 - Performance Management Implementation Overview - How to get started

2089419 - System: Using HTML or custom code within the SuccessFactors Application - BizX Platform

Below you will find only information specific to 360

Manage Templates / Form template settings:
 
2068618 - Manage Templates - Optimize 360 Template Settings. Changes to Live 360 Forms - 360 Multi Rater

2068846 - Permissions - Setting Form Permissions - 360 Multi Rater

2068683 - Participants - Description of the Roles Involved in the 360 Process - 360 Multi Rater

2068705 - Participants - External Participants Adding & Using - 360 Multi Rater

2068833 - Participants - Maximum Number of Participants Allowed for a 360 - 360 Multi Rater

2068500 - Participants - Automatically Remove the Inactive Employee Documents in the 360 Evaluation Stage - 360 Multi Rater

2068124 - Categories - Change Participant Category - 360 Multi Rater

2068027 - Admin Tools - Change 360 Process Owner - 360 Multi Rater

2068637 - Participants - Adding or Removing 360 Participants - 360 Multi Rater

2068816 - Participants - Limit Number of Times Participant Invited - 360 Multi Rater

2068789 - Participants - Hide Modify Participants Button - 360 Multi Rater

2068681 - Participants - Cannot remove a participant from enroute 360 - 360 Multi Rater

2068636 - Participants - Adding my manager and myself as participants - 360 Multi Rater

Reporting in 360:

2069148 - Reports - Detailed 360 Report - 360 Multi Rater

2069214 - Reports - Detailed 360 Report - Specify number of decimal places displayed - 360 Multi Rater

2069144 - Reports - Benchmarks and how to use them - 360 Multi Rater

2068847 - Reports - Accessing Detailed 360 Report for Direct Reports - 360 Multi Rater

2069190 - Reports - Detailed 360 Report - Printing Multiple - 360 Multi Rater

2068798 - Permissions - Enable 360 Drilldown - limit who can see information on the 360 Drilldown or the 360 Detailed Reports - 360 Multi Rater

2069226 - Reports - Blind-spot and Hidden Strength reports - 360 Multi Rater

2068871 - Reports - 360 Overall Rating, Detailed Ratings, and Comments Spreadsheet Report - 360 Multi Rater

2068059 - Categories - Min and Max Categories in Detailed 360 Report - 360 Multi Rater

2068134 - Categories - Using Rollup Types to Combine Categories for Reports and Unmet Thresholds - 360 Multi Rater

2069190 - Reports - Detailed 360 Report - Printing Multiple - 360 Multi Rater

2069215 - Reports - Detailed 360 Report Link Not Showing In Form via Detailed Document Search Report - 360 Multi Rater


Route map difference for 360:

2078741 - Routing - The Collaborative Review Process (C Step) - Performance Management
NOTE: C-Step is not supported for 360 as per knowledgebase article above

Resolution

You executed the first 3 steps and validated that you require to open an incident.

IssueIdentified_blue_small.jpgHandbook_orange_small.jpgTips_blue_small.jpgIncident_blue_small.jpg

Best practice - Basic information you should provide when opening an incident for issues with 360 Multirater:

1. 360 Form template(s) affected:
2. When did this start? Has it ever worked?
3. Is form in Inbox, Enroute, or Completed folders?
4. Document Title and Document ID:
5. Username(s) of affected user(s):
6. Username of the Inbox the Form is in:
7. Person to Login/Proxy and view issue as:
8. Which roles is this affecting? Process owner, internal participant, extermal participant, manager, other?
9. Is this an anonymous process or not?
10. Description of what you are doing / issue:
11. What should be the expected behavior from your point of view:
12. What is the actual behavior instead:
13. Options you tried so far to resolve your issue:


In addition to the above always provide as well:

1. The date and timestamp from the affected instance (preferable right after you encountered the error):

V11: Login to home page > find the ? Icon > click to open About SuccessFactors Info
V12: Login to the application > Go to the page footer > click on Show version information. > This will open a pop window with the following information

example for timestamp:
 
About SuccessFactors
SuccessFactors Business Execution Suite
Release: b1302.116
Server: 254dc4sfsalescf02Cluster01-405
Timestamp: 2013-04-11T22:24:10.293-0400
Company ID: ACE150
UI version: v12 (Revolution)
Edition: Enterprise
Admin version: OneAdmin

2. Replication document with full uncropped screenshots showing each single step until you encounter the error

Keywords

KBA , LOD-SF-MTR , 360 Multi Rater , How To

Product

SAP SuccessFactors Performance & Goals all versions

Attachments

QA-MTRTroubleshootingOutline.pdf