2341342 - Performance Management Implementation Overview - How to get started

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

The aim is to centralize the available content for SAP SuccessFactors Performance Management 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 forms to live users, here are some basic checks you should do beforehand:

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

SAP SuccessFactors Performance Management

Tips & Tricks

The below sources have tips and tricks recommended by Product Support, which you should consider first before opening a Support case.

Always check every single basic setting outlined in the implementation/admin guide and knowledgebase articles, as this might help you 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!

Implementation/Admin Guide

Implementing and Managing Performance Management

Manage Templates/Form Template settings

• KBA 2076686 - Performance Management: Manage Templates - Create new template from Admin Tools SuccessStore
• KBA 2076791 - Performance Management: Manage Templates - Clone or Copy a Form Template
• KBA 2245112 - How to copy a PM template from one instance to another
• KBA 2077931 - Manage Templates - Set Template as Inactive (Delete a Template) - Performance Management
• KBA 2077413 - PM Template Settings & Changes to Live Forms - Performance Managemen - Performance Management
• KBA 2089419 - System: Using HTML or custom code within the SuccessFactors Application - BizX Platform
• KBA 2250186 - SCR Form: XML Software Change Requests for PM Templates and Performance Processes - Performance Management
• KBA 2077152 - Manage Templates - Delete a section from template - Performance Management
• KBA 2077252 - Manage Templates - Field and Section Permissions in Manage Templates Advanced Options - Performance Management
• KBA 2077403 - Manage Templates - Introduction Sections - Adding HTML Links and Formatting - Performance Management
• KBA 2253662 - Explanation and order of Buttons in Performance Management form

Route Maps

• KBA 2086753 - Admin Tools: Manage Route Maps - Route Map List - BizX Platform
• KBA 2087312 - Route Maps - Modify Form Route Map for Live Forms - Performance Management
• KBA 2086712 - Admin Tools: Document Routing - Mass Route Documents - Performance Management
• KBA 2086638 - Document Routing - Mass Route - Merge Form Batches - Regrouping Individual Forms - Performance Management
• KBA 2076566 - Manage Live Forms - Mass Route Documents from Inbox Using Send to Next Step Button - Performance Management
• KBA 2086703 - Admin Tools: Document Routing - Mass Route Documents - Top 10 Reasons Not Working - BizX Platform

Rating Scales

• KBA 2078781 - Ratings - Rating Scales Best Practices - Performance Management
• KBA 2078766 - Ratings - All about ratings in PM v11 PM v12A - Performance Management
• KBA 2078782 - Ratings - Set Main Rating Scale and Scale Per Sections - Performance Management
• KBA 2078689 - Ratings - Too New to Rate in Rating Scale - unrated-rating - Performance Management
• KBA 2088787 - Ratings: Reverse Rating Scale - reverse-scale="true" - BizX Platform
• KBA 2078768 - Ratings; Understanding How Scores use Rounding; Scale Adjustments; Normalizations; Decimal Places - Performance Management
• KBA 2183718 - Normalization Impacts to Performance Ratings, Reports, Dashboards - Performance Management

 Launching

• KBA 2601584 - Launching Forms - Mass Launch Forms to Individual or Group of Employees - Performance Management and 360 Multi-Rater
• KBA 2076115 - Launching Forms - Manage Scheduled Reviews to Mass Create Forms - Performance Management
• KBA 2076087 - Launching Forms - Preventing Duplicate Form Creation - Performance Management
• KBA 2076100 - Launching Forms - Create New Form Button to Create Form via My Forms Inbox

Form Transfer - General Info

• KBA 2077194 - Manage Templates - Document Transfer Options 
• KBA 2086682 - Employee Change Engine - Admin Guide [freeze-user-to-role]
• KBA 2086700 - How to enable when using Employee Central - Employee Change Engine
• KBA 2342203 - Change Engine Rule for user role HR Rep – Beta Feature for PMv12 Acceleration

Form Transfer - Troubleshooting

• KBA 2144428 - Routing - Top 10 reasons Forms Not Transferring to New Manager, Failed to Route to Manager - Performance Management
• KBA 2078700 - Performance Management: Routing - Top 10 Reasons Forms Failed to Route to Next Step, Forms did not move or moved to wrong user or step
• KBA 2078831 - Routing - Troubleshooting Document Transfer Options - Performance Management

Overview of User Roles

KBA 2087940 - Explanation of User Roles (E, EM, EMM, EX etc.) and How Roles are Used in Forms & Routing Maps and all Modules - BizX Platform

Team Overview/Out of turn Access/Stackranker

• KBA 2078755 - Team Overview - All about Team Overview - Performance Management
• KBA 2078106 - Performance Management: PM v12 - Out of Turn Access
• KBA 2087388 - All about Stack Ranker - Documents and Specifications - Stack Ranker

PMv12 Upgrade

• KBA 2078687 - Top 10 FAQs and Evaluation Guide for PMv12 Acceleration - Performance Management
• KBA 2078719 - Performance Management: PM V12 Acceleration: Validate and Approve Tool

You executed the first 3 steps and validated that you require an case

Best practice - Basic information you should provide when opening an case for issues with Performance Management

• PM Form template(s) affected:
• When did this start? Has it ever worked?
• Is form in Inbox, Enroute, or Completed folders?
• Document Title and Document ID:
• Username(s) of affected user(s):
• Username of the Inbox the Form is in:
• Person to Login/Proxy and view issue as:
• Description of what you are doing / issue:
• What should be the expected behavior from your point of view:
• What is the actual behavior instead:
• Options you tried so far to resolve your issue:

Important additional information to provide

1. A replication document with full uncropped screenshots showing every single step until you encounter the error
2. The date and timestamp from the affected instance (preferable right after you encountered the error): 2354817 - How to Find SuccessFactors Product Version, Server, Timestamp and Release Details

pm, implementation, configuration, 1st, first, setup, beginning, guide, guidance , KBA , csg_q , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , How To

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