SAP Knowledge Base Article - Public

2609716 - Performance Management configuration changes that can be done via Admin Center

Symptom

This document will help you to identify the changes that can be performed via Admin UI for Performance Management.

Environment

SAP SuccessFactors Performance Management

Resolution

The following Configuration Changes can be completed via Admin Center > Performance Management > Manage Templates:

General Settings:

  1. Name of Performance Form
  2. Add Route Map
  3. Add Rating Scale => 2078782
  4. Define label for "Unable to Rate"
  5. Enable Buttons permissions => 2253662
  6. Set up Scale Adjusted Calculation => 2175998
  7. Set up Other's Rating Tab Permission => 2078697

Edit Fields and Sections:

  1. Add and delete Sections (Introduction, Employee Information, Review Dates, Competency sections, Objective sections, Summary, Objective Competency Summary, Performance Potential Summary, Signature, Additional comments, Mid Year, Custom) => 2077152
  2. Add section names and translations
  3. Add description text and translations
  4. Set up Section Permissions => 2077252
  5. Set up Read and Write permissions for various fields for all route map steps (Item Rating, Unofficial User Rating, Item Weight, Section Weight, Item Comments, Subject Rating, Section Comments) => 2077252
  6. Set up Action Permissions (adding / deleting permissions for competencies / objectives)
  7. Set up Rating permissions for Objective / Competency / Summary sections
  8. Set up Required Field Permissions
  9. Add Custom Elements to various sections (Type of Custom elements: Label, Text, Textarea, Date, List, Integer, Double, Checkbox)
  10. Define Competency sections as Job code related / Core / Custom Competency sections => 2086134
  11. Link objective plan to goal plan sections => 2072128
  12. Enable Autosync in Objective sections => 2076599
  13. Use Metric Lookup Table Rating in Objective section
  14. Set up permissions for Goal plan state within objective section (only possible, if you have already an objective plan configured with goal plan state which you linked to the objective section)

NOTE: If you change a route map through Admin Center => Performance Management => Manage Templates - this will remove all existing permissions you had previously set up => Best practice, add first the correct route map and then set up the permissions or change the route map via Admin Center => Performance Management => Form template settings.

See also:

2077413 - Manage Templates and Live Forms - Optimize PM Template Settings & Changes to Launched Forms - Performance Management

2341342 - Performance Management Implementation Overview - How to get started

2536121 - Performance Management v12 Acceleration - User Assistance Documentation Link

Keywords

performance form admin center configuration changes , KBA , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , How To

Product

SAP SuccessFactors HCM Core all versions