2086134 - Adding Competencies to a Performance Management Form

• How are competencies populated in a PM form?
• This KB article provides information on managing competencies as well as the best ways to populate competencies onto forms

• SAP SuccessFactors Performance Management
• SAP SuccessFactors 360 Multi-Rater

Creating Competencies in Competency Libraries

Competencies are added to forms by:

1. Jobcode/Jobrole mapping
   • The most common option is to map competencies to a persons jobcode
   • Then in the performance form you configure the section to populate based on job code
   1. Go to Admin Center > Manage Templates > [Select your template]
   2. Edit Fields and Sections > select the Competencies section
   3. In the Section Type, select Job Specific. (This job code mapping is managed via families & roles)
2. Matching Categories
   • It's possible to configure a competency section to automatically populate with all competencies within this category
   • This can only be used for Job-Specific competency sections. Using the category filter in a core competency section will have no effect
   • Also this requires a configuration change in the template XML. For more information on how to add competency filters in the form, please refer to KB Article 2086591 - Excluding or Filtering Competencies in a Form - Performance & 360 Multi-Rater.
   • Please engage with an SAP Partner for this type of configuration change
3. Manually Adding
   • It's also possible to configure a competency section with an Add Competency button so users manually select and add competencies from the library
   • By default, this presents a popup list of competencies related to a jobcode/role
   • This also provides opportunity to switch to other competencies to choose from the entire library
   • The section can be prepopulated with competencies using the above options and the add competency button may be enabled, allowing users to add additional competencies to the section
   • The Template tag to enable this is configurable=true
4. Hard Coded Competencies or Custom Competencies 
• A common option is to hard code specific competencies into the section of a form; however, this is NOT RECOMMENDED as competencies between a test instance and production are typically different
• A hard coded one will break when copied to production
• It is better to add the competencies to a specific "Category" in the library, then add a matching category filter to the section (see point number two)
• To add custom compentencies, please refer to KB article 2436341

Note: Hard coded competencies are not supported in Gap Analysis reports

Excluding a Competency

• To prevent certain competencies from populating on forms, refer to Competencies: Excluding or Filtering Competencies on Form

Hiding a Competency

• To hide a competency from populating please change the status to Hidden

IMPORTANT: Never delete a competency from the your library just because it's no longer needed. This will cause historical forms & reports to break!

• KB article 2436341 - Custom Competencies in SuccessFactors Performance Management
• KB article 2086591 - Excluding or Filtering Competencies in a Form - Performance & 360 Multi-Rater

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