SAP Knowledge Base Article - Public

2614402 - Performance History portlet - Performance Management

Symptom

How to configure the Performance History portlet in live profile to show ratings from specific Performance templates.

Environment

SAP SuccessFactors Performance Management

Resolution

One of the Scorecard portlets is the Performance History portlets. This portlet will display the link to the forms, due date and the following rating types:

  • Overall Performance
  • Overall Potential
  • Overall Competency
  • Overall Goal

The data to be displayed in the Performance History portlet will be filtered according to what was configured in the Scorecard Process and Date Range.

Data Model Configuration

The portlet has to be configured first in your instance's data model. If you do not see the Performance History portlet as an available portlet or block in Configure Employee Files or Configure People Profile respectively, please contact Product Support and request for the portlet to be configured in your data model. Below xml code for background element Performance History will be added in the data model.

<background-element id="sysScoreCardPerfHistoryPortlet" type-id="31">
<label>Performance History Portlet</label>
</background-element>

Processes and Forms Setting

  1. Go to Admin Center > Reporting and Analytics > Processes and Forms.
  2. Create or edit an existing process and select the form templates to show in the portlet.
  3. In the section Rating Scale Settings (Required), select the Rating Scale to use in the portlet.

Configure People Profile Setting

  1. Go to Admin Center > Configure People Profile > General Settings.
  2. On the right panel, go to Talent Data Settings.
  3. Set the date range. This range will only show forms that have an End Date within that period.  It will not show forms that have an End Date equal to the later date endpoint.
  4. Set the process for which data will be included.
  5. Check the Include in-progress forms box to show in progress forms.
  6. Click Save at the bottom.

If using Employee Profile V12, please follow these steps:

  1. Go to Admin Center > Configure Employee Files.
  2. Scroll down to the section Rating Sources for Scorecards.
  3. Set the date range and select the process.
  4. Check the Include in-progress forms box to show in progress forms.
  5.  Click Save.

See Also

2267980 - Talent Profile: Which settings control what ratings appear in the Employee Profile portlets?

Keywords

performance history portlet, scorecard, configure people profile, employee profile, performance history rating , KBA , LOD-SF-PM-POD , Home Page, Pods and Portlets, To Do List , How To

Product

SAP SuccessFactors HCM Core all versions