2076116 - Manage Data - Import Manual Overall Scores Configuration Guide - Performance Management

SAP Knowledge Base Article - Public

2076116 - Manage Data - Import Manual Overall Scores Configuration Guide - Performance Management

Symptom

  • Import Manual Overall Scores
  • Configuration Guide
  • The ability to update the manual overall scores on a PM form through a bulk import/update performed by an administrator.

Environment

  • SAP SuccessFactors Performance Management

Resolution

  •  How to import the values for sysoverallperformance, sysoverallobjective, sysoverallcompetency, sysoverallpotential

 Limitations:

  • We do not support the importing of any other form ratings for goals or competencies directly into forms.
  • This job cannot be automated via quartz jobs.
  • See more limitations and FAQs below.

 

Import Manual Overall Scores

Configuration Guide

Introduction

In build b0811 (November of 2008) we introduced the ability to update the manual overall scores on a PM form through a bulk import/update performed by an administrator. The value of this feature is that it allows an administrator to bulk update scores. There are two primary use cases for this feature. The first involves performance evaluation processes that update the overall score outside of the SuccessFactors system. Examples of this include calibration processes or impact from other systems (Sales, Finance, etc.) The second use case is to use this feature as a way to migrate performance evaluation scores into SuccessFactors from previous applications. For example, having the ability to see the historical scores for employees that were collected before SuccessFactors Performance Management was implemented. This way you would be able to take advantage of reports and dashboards having all performance scores for an employee in one central place. The rest of this document provides detailed information on the behavior, and configuration of this new feature.

 

Administrative Permission

  • The permission to import overall scores for PM forms can be granted to users through Admin > Manage Security > Administrative Privileges. For backwards compatibility users do not have this permission by default.
  • As with all other administrative permissions this new permission is also available under Default User Permissions. Once a user has this new permission they will see a new link under Admin > Managing Documents > Import Overall Scores. This page allows the user to select a comma separated values file (CSV) that updates the overall scores.
  • The import process happens asynchronously and the user will receive a status email once the process is complete. The email will detail the results of the update.

 

CSV Import File Format

  • The import file should be a CSV text file: comma-delimited. The file can be named anything you wish (but should have a .csv extension).
  • The first row of the file will be the header row for the file. This tells the system how to treat each column within the file. There are 6 accepted values for the header row.
 

Column

Description

Example

1

DOCUMENT_ID

Required. The id which uniquely identifies a PM document. Found under the "i" button.

5345

2

PERFORMANCE

Optional. The value to update the manual overall performance score to.

2, 2.0, 2.00

3

POTENTIAL

Optional. The value to update the manual overall performance score to.

2, 2.0, 2.00

4

COMPETENCY

Optional. The value to update the manual overall competency score to.

2, 2.0, 2.00

5

OBJECTIVE

Optional. The value to update the manual overall objective score to.

2, 2.0, 2.00

6

USER_ID

Optional. This column is currently a placeholder and performs no function in the upload/import

cgrant1

  • The only required entry in the header row is the DOCUMENT_ID, however, a minimum of two entries is required. At least one of the scores to update must also be included in the header row (i.e. must have at least one of the following: PERFORMANCE, POTENTIAL, COMPETENCY, OBJECTIVE).
  • RESERVED KEYWORDS:

UNRATED - Change the overall score to a value of unrated (<default-rating>) often used as "Select One" or "unrated".

NA - Change the overall score to a value of unrated, but indicating a selection (<unrated-rating>) often used as "Too New To Rate" or "N/A".

A blank entry will be ignored and no update to the score will occur. Only rating scale values are accepted in the file. Rating scale descriptions are not supported.

 

Example File Format:

DOCUMENT_ID,PERFORMANCE,POTENTIAL,COMPETENCY,OBJECTIVE,USER_ID

5245,3,,,,

 

  • This file will only update the manual overall performance score for document ID 5245.

 

 

Import Summary Status Email

  • The system will send an email to the user that performed the import once the system has finished processing the entire import. Below is an example of what the email will look like.

 

 

FAQ

  • This is a list of answers to frequently asked questions.

1. This feature is supported in both v11 and ULTRA versions of the application.

2. Only rating scale values (i.e. numbers) are supported in the import file. Rating scale descriptions are not supported.

3. The system will re-calculate the OCOC (Overall Calculated Objective Competency) score when the manual overall competency or objective scores are updated.

4. The feature only works for forms that are in a modification stage (i.e. not in signature, completion, or deleted).

5. The feature only works for PM forms.

6. The system will continue to process a CSV file even if an error is encountered (i.e. the system will update all the documents and scores it can and not stop or fail at the first error is encounters).

7. If one entry is incorrect in a row the system will not update the other scores for that document.

8. This feature only works for PM forms that have manual overall scores enabled.

9. There is no audit entry made in the documents for scores that have been updated by the import.

10. The system will ignore invalid header row entries.

11. The number of entries in the header row must match the number entries in all following rows.

12. The system will only update a manual overall score to a value that exits in the rating scale that is associated to score.

 

NOTE: Objective/Competency and Performance/Potential summary sections support only Matrix grid rating scales (PMT-9326)

  • Because of this NA as a reserved keyword is not supported for these section types.
  • And UNRATED will only work, if the rating is not marked as required.

Keywords

import overall scores, import ratings, import overall performance rating , KBA , sf performance data management , LOD-SF-PM-RAT , Ratings and Weightings , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , How To

Product

SAP SuccessFactors HCM Core all versions