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SAP SuccessFactors Performance and Goals Management

SAP SuccessFactors Performance and Goals Management

1h 42mIntermediate2021-05-03

Authors

Michael Management

Michael Management

Hands-on simulations and expert-led video lessons

Course details

If you are an HR professional or an IT professional supporting HR, you know how important it is to measure how well employees do their job and meet their own and the company’s goals. This course from Michael Management shows you how the SuccessFactors solution from SAP supports performance and goal management processes and how you can configure and use SuccessFactors. The course explains how the SAP SuccessFactors solution supports the HR process and then steps through basic configuration, including how to set up continuous performance management, route map configuration, configure a performance form template, and much more. The course covers the workflows for day-to-day administration of SuccessFactors, then goes into the goals management panel and workflows. Continuous performance management is the next topic of discussion, then the course concludes by going over other related topics, such as permissions, versions, and releases.

Skills covered

SAP ERPSAP SEBusiness IntelligenceData ScienceBusiness Analysis and StrategyOne-Off

Concepts

Course Introduction

  • 01 - Course purpose, structure, and organization
  • 02 - Performance management process overview
  • 03 - Performance and goals management solution overview

1. Solution Implementation

  • 04 - Implementation roles, resources, tools, and steps

2. Basic Configuration

  • 05 - Basic configuration
  • 06 - Competencies management
  • 07 - Adding competency library to customer instance
  • 08 - Viewing competency details
  • 09 - Goals management
  • 10 - Goal plan template configuration
  • 11 - Continuous performance management
  • 12 - Enabling continuous performance management feature
  • 13 - Continuous performance management feature setup
  • 14 - Rating scale and route map
  • 15 - Rating scale configuration
  • 16 - Route map configuration
  • 17 - Performance management
  • 18 - Performance form template configuration
  • 19 - Basic configuration

3. Day-to-Day Administration

  • 20 - Day-to-day administration
  • 21 - User permissions overview
  • 22 - Adding system users
  • 23 - Managing user permissions
  • 24 - Job requirements
  • 25 - Exploring job roles and families
  • 26 - Managing competencies to jobs
  • 27 - Adding behaviors to competency
  • 28 - Mapping behaviors to job competency
  • 29 - Day-to-day administration

4. Goal Management

  • 30 - Goal management
  • 31 - Goals management process overview and terminologies
  • 32 - Goal panel
  • 33 - Creating a new goal
  • 34 - Using the goal wizard
  • 35 - Copying a goal from another goal plan
  • 36 - Creating a group goal
  • 37 - Assigning a group goal to a team
  • 38 - Creating a team goal
  • 39 - Editing goal details
  • 40 - Cascading goals
  • 41 - Deleting a goal
  • 42 - Printing goal plan
  • 43 - Displaying and hiding columns in goal panel
  • 44 - Goal management

5. Continuous Performance Management

  • 45 - Continuous performance management
  • 46 - CPM process overview
  • 47 - CPM manager view
  • 48 - CPM employee view
  • 49 - Creating activities and updating status
  • 50 - Creating topics and capturing meetings
  • 51 - Recording achievements
  • 52 - Requesting and giving feedback
  • 53 - Dealing with feedback requests
  • 54 - Providing coaching to subordinates
  • 55 - Continuous performance management

6. Performance Management

  • 56 - Performance management
  • 57 - Performance management process overview
  • 58 - Launching form - Admin
  • 59 - Viewing performance form
  • 60 - Creating form for subordinate
  • 61 - Creating form for self
  • 62 - Evaluating performance
  • 63 - Signing form
  • 64 - Performance management

7. Other Related Topics

  • 65 - Other related topics
  • 66 - Permissions
  • 67 - Language packs and translation
  • 68 - XML overview
  • 69 - Versions and releases
  • 70 - Stack ranker, calibration, and 360-degree review
  • 71 - Other related topics

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