SAP Knowledge Base Article - Public

2979181 - Engagement Cards & Quick Actions on The Latest Home Page

Symptom

This KBA Article will provide a overview of engagement cards which are available under the "For You Today" Section on the Latest Home Page and will Highlight some of the Quick Action Cards under the "Quick Access" Section. 

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."

Environment

SAP SuccessFactors HXM Suite

Reproducing the Issue

Prerequisites:

The Latest Home Page upgrade

The following product areas currently show content on the latest home page:

  • Compensation, including Variable Pay and Spot Awards
  • Employee Central Payroll
  • Employee Central Time Off and Time Sheet
  • Performance and Goals, including Goal Management, Continuous Performance Management, and Continuous Feedback
  • Onboarding
  • Recruiting
  • Learning 

Resolution

Engagement cards on the home page represent the first layer which provides the most required information necessary to perform a task, If more information is needed to perform an action a dialog shows up. Clicking on an “View more details icon”, by clicking on links from this dialog user will navigate away from the home page. User can navigate to an application page from Home Page. To Navigate to a module page user clicks on a specific page link. User can also dismiss engagement cards (the card will disappear) or save for later. If you select save for later the engagement card will be moved under Quick Actions after (24 Hours) "Saved for Later" engagement card will be displayed on the Home Page. Engagement Cards are Dynamic and content displayed on the home page cannot be controlled it is expected that no two users will have the same sets of engagement cards. Content is dynamic. The system determines when cards appear and disappear, administrators can't choose which cards appear on the home page (besides custom cards). They’re automatically generated by the system. Sometimes the For You Today section can be blank, if there's no content to show.

Important Note on Engagement Card for Mobile : Currently the following engagement cards are not available on Mobile this includes Onboarding, Job Application, Payroll off-cycle payment, Compensation and Bonus Payout.

Engagement Card NameModule DetailsPrerequisites
Spot Award CardReward and Recognition The Homepage displays the Reward and Recognition card when an employee receives an award, and employees select the card to get details on their award. Manager or Admin nominates a user for a Spot Award.
User will see the Spot Award card on the Home Page, see more detail on SAP Help Reward and Recognition: Spot Awards
Job Application Recruiting The card displays the job application which user has applied to. Clicking on "My Applications" button takes to list pages which displays all the jobs applied by the user. Also, tapping on the card takes to view/edit page of that application. A user

can apply to new job requisitions and it will also manifest (in addition to existing job applications) as Engagement Card. As the application status is updated, it will reflect in the engagement card.

  1. Recruiting v2 Must be enabled
  2. Permission to "Career Tab" should be granted 
Goal CardGoals This card will surface any performance or development goals that are 15 days approaching due date for performance goals, 30 days approaching due date for development goals or overdue and the status has not been set to 'Complete'. Marking the card as complete will dismiss the card. See more details on SAP Help Guide on Goals on the Latest Home PageEnd date or Due Date must be configured 
Activities Card Continuous Performance Management This card shows any update to activities created by an user. User has existing activities or creates activities. The user’s manager adds comments to the user’s activities. All comments made by the manager on the activities will manifest as Engagement Cards on the user’s Home Page. More details on SAP Help Guide Continuous Performance ManagementUXR Continuous Performance Management must be enabled 
Onboarding CardONB 2.0

This card displays a list of task for Pre-Day 1 Hire. Additional Notes : Initiate Onboarding for a new Hire using any of the 3 methods as outlined on SAP Help Guide Initiating the Onboarding Process Manually , Initiating the Onboarding process for External Users , Initiating Onboarding from Recruiting

New Hire will see the Onboarding card on Home Page.

Only works for ONB 2.0

Compensation StatementCompensation 

Once statements are generated , admins can send out home page notifications to employees , using which they can view their revised remuneration. See more details on SAP Help Guide Sending Compensation Statement Notifications

  1. The latest home page must be enabled from Upgrade Center.
  2. The Send Personal Statement and Bonus Plan Notifications permission must be enabled.
  3. Statement must be generated for users.
  4. End users must have statement view permissions defined.
Off-cycle PaymentEC-Payroll 

This card is generated when an off-cycle payment is made to an user. Upon clicking, it will show high level details. Engagement card for off-cycle bonus payment feature will be available to customers only when Synchronization Support Package EA-HR SP86 is available. In order to start using this, customers have to apply this SP86 in their Employee Central Payroll system see more details on SAP Help Guide New Pay Statement Integration Option

Note : Engagement card for off-cycle bonus payment feature will be available to customers only when Synchronization Support Package EA-HR SP86 (scheduled for Mid of November) is available

  1. Synchronization Support Package EA-HR SP86 must be installed in your Employee Central Payroll system.
  2. Latest Home Page Enabled 
Survey CardQualtrics 

Admins can set up a surveys in “Manage Home Page” experience to surface Pulse/Engagement surveys as an engagement card. They will be on the Homepage till the end date of the survey, even if an user has completed the survey. See more details on SAP Help Guide Showing a Qualtrics Survey Card on the Home Page and Integrating SAP Successfactors with Qualtrics Admin Guide

Pulse Survey must be enabled in Qualtrics & applied to entire company

Bonus Payout Variable Pay 

Notify employees of their revised bonus plans for the compensation cycle directly on the home page. see sap help guide for more details Sending Bonus Plan Notifications Through Home Page

  1. The latest home page must be enabled from Upgrade Center
  2. Employees are on the completed worksheets.
  3. Live Profile Visibility is enabled in the plan template.
  4. The Send Personal Statement and Bonus Plan Notifications permission is enabled from Manage Compensation and Varpay permission category.

Quick actions intend to allow users to perform a quick task without navigating away from the Home Page. Quick Actions are driven by company features in provisioning or upgrade center. A error message will appear, if they do not have permission for a quick action/access tile,  as a administrator you cannot control which quick actions tile shows up or not on the Latest Home Page. 

Important Note on Quick Actions for Mobile : Currently the following quick actions are not available on Mobile this includes Give Spot Award and View Activities. 

Quick Action Module DetailsPrerequisites 
Give Spot Award Reward and Recognition 

Recognizing someone with a spot award (Note for Mobile: the Quick Action will be available on Mobile with December release) more details on admin guide Reward and Recognition: Spot Awards

  1. Verify Reward and Recognition is enabled under Recommended Upgrades in Upgrade Center
  2. Optional - Enable access on Mobile [ Admin Center -> Mobile -> Enable Mobile Features -> Module -> Total Rewards -> Reward and Recognition]
  3. Enable permission as details in Reward and recognition admin guide Reward and Recognition: Spot Awards
  4. Enable Intelligent Services must be enabled. 
Request FeedbackContinuous Performance Management 

Requesting feedback on your performance more details on SAP Help Guide Latest Version of Continuous Feedback

Note : Request feedback will be available October 30th 

  1. UXR Continuous Performance Management must be enabled 
  2. Enabled Continuous Feedback in Admin Center
  3. Latest Home Page enabled 
View Pay Statement EC-Payroll 

The quick action ‘View pay statement’ will display pay statement data, like gross, payout and pay date, after the Support Package EA-HR SP86 is available see more details on SAP Help Guide New Pay Statement Integration Option

Note : Quick Action > Pay Statement URL expires after it's been clicked this is by design and only works once in a session. To view again close the quick action and refresh your browser. 

Note : Feature will be available to customers only when Synchronization Support Package EA-HR SP86 (scheduled for Mid of November) is available

  1. Synchronization Support Package EA-HR SP86 must be installed in your Employee Central Payroll system.
  2. Latest Home Page Enabled 


If content is missing from the Latest Home Page ensure that your company has the module enabled from provisioning /upgrade center and required permissions are granted. If you have any questions on the configuration of a module for your company please review with your implementation partner or if you do not have a implementation partner please raise a case with the Module Team who are responsible for the Missing Card. Further details can be found in the SAP Help Link for the Latest Home Page Experience for End Users

See Also

SAP Help Link for the Latest Home Page Experience for End Users

2979275 - New Experience for the Home Page [2H 2020]

2979675 - The Latest Home Page where to find To-Do's

Keywords

Enagement cards , Latest Home Page , v4 , action items , for you today , section , error on quick card , new home page  , KBA , LOD-SF-PLT-HOM , Home Page , How To

Product

SAP SuccessFactors HXM Suite all versions

Attachments

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