Introduction to SuccessFactory

Goal Management and Performance

Management Configurations
Presented by: Success Academy
WebEx Webinar Key

1. These arrows expand and

collapse the control box.

2. Click on the Hand Raised 1

icon to raise your hand.
Telephone connection may
3. Use the Green check- provide the best sound
2 3 4 quality for sharing.
mark or Red X to
respond during the
session.

4. Use the Emoticons Palette 5

to provide feedback.
Please use the coffee cup
icon if you need to step
away.

5. Type comments or notes Only use Mic and Speakers

in the Chat box. if you have a USB headset
6 connected to your
6. Type questions related to computer.
course content in the Q&A
box.

2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
SuccessFactory Courses

Prerequisites
– SuccessFactory is a tool for customers using Enterprise and SPRAC.
Professional Edition is not supported in SuccessFactory.
– Administration Fundamentals course or comparable experience.
– Your SuccessFactory account (log a Support Case to request).
– Your SuccessFactors admin account credentials or an assigned training
admin account (to be used for public course participation). Note: the admin
account must have full administrative privileges.

Who should attend SuccessFactory Training?

– SuccessFactors administrators:
– Responsible for supporting the SuccessFactors application
– Who have solid knowledge of administration fundamentals or comparable
experience

3 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Housekeeping

• Be prepared to participate.

• Brainstorming: there are no bad ideas.

• Please mute your cell phones and PDAs.

• Ask questions as often as necessary.

• Have fun!

• Note: This session may be recorded for internal use.

4 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
One thing you would like to learn during today’s session…
(pre-work responses)

5 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Getting To Know You…

• Your name?

• What is your role in supporting

SuccessFactors?
• One thing you would like to learn
during today’s session

• What is your favorite…?

6 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Course Agenda

• Introduction to Training - SuccessFactory Overview

• Guidelines
• Getting Started with SuccessFactory: Goal Management
– Goal Plan Duplication
– Goal Management Configuration Basics
– Goal Plan Permissions

• Getting Started with SuccessFactory: Performance Management

– Form Configuration Basics
– Form Permission Basics

• Best Practice Tips

• Support and Resources

7 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Learning Objectives

At the end of this training you will have the knowledge

& skills to:
• Understand configuration guidelines and principles.

• Apply Success Factory basics to configure SuccessFactors Goal

Management (GM) and Performance Management (PM).

• Leverage key administrative techniques.

• Review best practice system maintenance.

• Apply “real-world” configuration experience from the guided learning
and the case study configuration demo.

• Note: The training will explain the most common, basic configurations
in SuccessFactory. It will not review every individual feature.

8 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Introduction –SuccessFactory
Overview
Refer to SuccessFactory > Documents tab > Document Type: User Guide > Chapter 1:
Introduction to the SuccessFactory
SuccessFactory Overview

• SuccessFactory is a tool external to the main Success Factors

application which can be used by customers in a “self service” fashion
to update your own templates for PM, GM, CDP, Live Profile and 360.

• Customer Success provides various support options:

– Factory Discussion Forum found within the Customer Community
– Open Q&A Office Hours hosted 5 times a week by Customer Success
– Online User Guides (via SuccessFactory > Documents tab)

10 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Tools and Definitions

Instance
– A single company login. Example, your training instance (SFUtrain##), your company
instance (your Company ID)

Environment
– The server on which the instance resides (Production4, Salesdemo4 etc). Examples:
– https://performancemanager4.successfactors.com/login (most customers)
– https://salesdemo4.successfactors.com/login (training environment)

Modules
– Goal Management (GM), Employee Profile / Live Profile (EP/LP), Career Development
Planning (CDP), Performance Management (PM), 360

Configuration Guides and User Guides

– Available within SuccessFactory > Documents tab
– Refer to the Participant Exercise Guide to complete in-class or self study exercises

11 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Common Uses of SuccessFactory

• Making a new PM form (i.e. 2012 Performance Review) based on the

previous year’s form (i.e. 2011 Performance Review).

• Making a new Goal Plan template for the new fiscal year or cycle.

• Modifying an Existing PM form (i.e. form template permissions, creating

new fields and sections in a PM form, changing the introduction text,
etc…).

• Adding or changing the competencies hard coded (automatically there

for everyone who gets the form) to both PM and 360 forms.

• Changing rating scales and default rating options on PM forms. (please

reach out to Customer Success to have a discussion on the impact of
this change before proceeding to make these changes)

12 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Additional Common Uses of SuccessFactory

• Changing Goal and Development Plan Permissions.

• Updating Goal Categories. (please reach out to Customer Success to

have a discussion on the impact of this change before proceeding to
make these changes)
• Changing Live Profile Permissions and Labels.

• Adding Custom Filters to your instance (in places like the list views and
the admin tools), for filtering on data stored in the Custom01-Custom15
fields in your Employee Import.

• Adding background elements (i.e. Inside Work Experience or

Certifications) to the Talent Search.

13 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
SuccessFactory Customer Actions and Suggestions for When to Call for
Assistance

Area Things You Can Call for Assistance Recommended

Change on Your
Own
General •Moving a template from Production to Test or Test
to Production.
Goal Management Goal permissions, •Editing the Form Layout of a goal plan. Note:
field definitions, goal SuccessFactory does not support multiple tables in
library assignment the Form Layout. (This is due to a particular type
of configuration that many customers already have
from implementation).
•Changing the Categories in your Goal Plans.
Performance All changes are possible. •Anything that you find can’t be done is usually
Manager patchable in a short order -- Please call to request.
•Updating Routing Maps (i.e. adding EH or EX to the
route map, changing the step ID’s, making a new route
map step).
•Changing the rating scales associated to PM forms.
•Deleting Sections from PM form . Particularly the
Objective/Competency Summary or
Performance/Potential Summary or the regular
Summary section.
•Turning off the Calculation on a PM form.
14 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Getting Started With
SuccessFactory
SuccessFactory Log-in

Access SuccessFactory through

the URL
1. Your username is typically your email
address
1
2 2. To receive a system-generated
password, use the forgot password
feature
https://successfactory.successfactors.com/xmltool/loginv.do

Note: Request access to SuccessFactory by submitting a

Support Case.

16 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 1 - Logging into SuccessFactory

Logging into
SuccessFactory:
1. Access
2
SuccessFactory
through the URL.
2. Enter your
SuccessFactory
username (typically
your email address)
and password.

1 https://successfactory.successfactors.com/xmltool/loginv.do

17 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Template Creator screen

18 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Common Button Behaviors

Refer to SuccessFactory > Documents tab > Document Type:

User Guide > Chapter 1 and Chapter 2 – Part 1

19 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Best Practice: Copy Templates

The process of copying the existing templates is the same for GM, CDP, PM ,
360 modules. The steps are:
1. Import Template from Instance to SuccessFactory tool.
2. Make copies of the Templates within SuccessFactory.
3. Make changes to the copies of the templates in SuccessFactory.
4. Upload the updated copies from SuccessFactory into your instance as
new templates.
5. QA/Test the changes.

• If you need to create NEW GM and PM templates (i.e. for a new annual
cycle), it is recommended to create GM first and then the PM template.

20 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Goal Management
Refer to SuccessFactory > Documents tab > Document Type: User Guide >
Chapter 2: Goal Management – Part 1
GM Guidelines

• GM template changes do affect current data and views.

– For example, if you delete a field from a GM template, and save the change
in the system, you will no longer be able to access that piece of data from
any view or report. Users will no longer be able to see the data.
– Due to the above reason, it is always recommended to export the data in
before making any changes.
• Analytics > Classic Reporting > Goal Search

• Note: These guidelines also apply to CDP and Live Profile changes.

22 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Principles of a GM Goal Plan

• Provides a place for employees to record their goals.

• Goals in GM may be used on a stand-alone basis with no other
SuccessFactors modules, although typically customers purchase both GM
and PM.
• Goals entered into GM may be auto-populated onto a PM form (most
typical).
• A Goal Plan can be configured and loaded into the instance.
• A customer instance may have one or more goal plans.
• Cascading may be only be done within a given goal plan (not between
them).
• Goals may be copied from one goal plan to another goal plan, as long as
the Goal Plans have the same goal categories.

23 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Principles of a GM Goal Plan (continued)

Components of a GM goal plan

– Categories based on Balanced Scorecard (Customer, Finance, etc.) or another model determined by the
customer.
– Goal fields – Goal name, start date, etc.
– Sub-tables – Targets, Tasks, Milestones, Comments.
– Look-up tables.
– Additional custom fields and tables may be configured into a goal plan.
– Permissions for accessing fields and performing actions.
– Layout of how goal plan fields will look on the PM form.

Roles for GM
– Roles are established based on relationships as determined by the employee data in the instance.

GM Fields
– GM is highly configurable with many options for configuring fields, the organization of the fields and who
may see/perform actions on them.

GM Actions
– Granting of who can see and perform actions on the fields in GM.

24 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Log into Your Training Instance

Name SFUtrain Instance Assignment

25 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 2 - Logging into Your Training Instance

1. Access your SFUtrain instance

through the URL:
https://salesdemo4.successfact
ors.com/login

2. Company ID = SFUtrain## (the

numbers of your assigned
instance for training)
3. Username (see training org
chart). Login in as manager.

4. Password = TRGP123 or
TRGP124

26 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Training Instance

• Discover the Goal Plan

in the Training Instance

27 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 3 - Discover the Goal Plan in Your Training
Instance

1. Log into your training instance as Manager.

2. Click on the Goals tab to go to your goal plan.

3. Add a new goal for manager in the Internal Business Process category. Fill in all fields of
this goal.

4. Cascade this goal to Edward and change it while cascading.

5. While still logged in as Manny, view Edward’s goals.

6. Log out of manager and back in as employee.

7. Turn on the option (under Display Options) that allows you to see that this new goal has
been aligned with the manager’s.

8. Create a new goal for Edward.

9. Delete it.

10. As time allows, test more goal functionality for your training users.

28 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Goal Plan Duplication
Refer to SuccessFactory > Documents tab > Document Type: User Guide
> Chapter 2: Goal Management – Part 1
Goal Plan Duplication: Import Existing Goal Plan

From the Template

Creator view:
1. Select Goals and Plans

2. Select the Import Goal

Plan From Server button
(A login screen appears)

3. Enter credentials for an

admin account that has full
administrative privileges.
a) Environment
b) Company ID
c) Admin username
d) Admin Password

30 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Goal Plan Duplication: Import Existing Goal Plan
(continued)

4. Select the goal plan from

your instance you wish to
download and copy by
using the checkbox.

5. Click Download to copy

the plan from your
instance into the
SuccessFactory tool.

Recommendation: Take a print screen of the Goal Plan list with

Form ID’s for your records.

31 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Goal Plan Duplication: Copy the Downloaded File

1. Make a copy of the

template you have
located, by clicking the
Copy link next to it’s 1
title.

2. Give the copy a

different name.

3. Select Copy to save

2
the new Goal Plan to
3
SuccessFactory.

Note: Instructions assume you have completed “GM Import” step.

32 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 4 - Duplicate Goal Plan – Part 1

1. Log into SuccessFactory.

2. Go to the Goals and Plans section.

3. Go to the Goal Management section.

4. Click Import Goal Plan From Server.

5. Supply the Environment (salesdemo4), Company ID (SFUtrainXXX), Admin Username (admin), and
Password.

6. Browse to find the 2010 Goal Plan and select the checkbox. NOTE the Form ID number (7).
Recommendation: Take a print screen of the Goal Plan list with all Form IDs.

7. Select the 2010 Goal Plan and select the Download button.

8. Now you will find it on the Own Templates Goal Plan page.

9. Make a copy by clicking the Copy link next to the title.

10. Re-name the template to a Title of Your Choice (example: SF Training Goal Plan).

11. Select the Save Configuration button.

33 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Update Common Options under GM General
Settings

• Max Goals Per Page

• Plan ID (update)
• Plan Name (update)
• Plan Start and Plan Due
Dates (update)
• Plan Numbering
• Warning!
• Any items that say "key"
or "ID” must not contain
spaces or special
characters, other than the
underscore "_“.

Tip! Mouse-over field names to view definitions and uses.

34 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 4 - Duplicate Goal Plan – Part 2

1. Select the NEW Goal Plan.

2. Update the Plan ID (8). Note that this Plan ID # should be a new #, otherwise you risk
overwriting an existing Goal Plan.

3. Update the Plan Name. Rename it to Title of Your Choice (example: SF Training Goal
Plan) if not already listed.

4. Update the Plan Start and Plan Due Dates to the new year.

5. Select the Save Configuration button.

35 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Goal Management: Upload New Goal Plan

1. Identify which goal plan

to upload.
1
2. Click on the title of the
template to open it.

3. Select Export to Server 2

to begin the export
process.

4. Provide the environment,

3
instance ID, your admin
username and your
password to
authenticate. 4

5. Select Login to upload 5

the new Goal Plan
template to the instance.

Note: Instructions assume you have

completed “Update/Edit New Goal Plan” step.
36 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 5 - Upload Goal Plan to Instance

1. Identify which goal plan to upload.

2. Click on the title of the template to open it.

3. Select Export to Server to begin the export process.

4. Provide the environment, instance ID, your admin username and your password to
authenticate.

5. Select Login to upload the new Goal Plan template to the instance.

6. You will test the configuration next.

37 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Test…Test…Test!

• Testing is the process

to validate that system
behavior is what is
expected.

38 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 6 - Testing the New Goal Plan in the
Instance

1. Log into the instance as Manny Manager.

2. Go to the goal plan and notice that you now have two goal plans in your instance.
– Make sure to check the new one from the Switch Plan drop down box.

3. Create a new goal in the new goal plan and check the dates in the configuration
settings.

4. If the new goal plan isn’t visible, go back to SuccessFactory and reconfigure and
export to server again.

39 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Configuring
Goal Management
Refer to SuccessFactory > Documents tab > Document Type: User Guide > Chapter 2: Goal
Management – Part 1
GM Sections

41 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
General Settings

General Settings
– Options that control the whole goal plan.

Tip! Mouse-over field names to view definitions and uses.

42 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Text Replacement

• There are certain

words and phrases
that you can change in
SuccessFactory that
impact the goal plan.

• Note: text may be

changed in other
places in an instance:
– In Admin Tools 
System Properties 
Text Replacement

43 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Category

Categories may be added, removed or changed.

Be sure to review considerations when configuring

categories.
• See User Guide > Chapter 2: Goal Management – Part 1 for full list of
considerations

44 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Goal Management: Edit New Goal Plan

The default screen

displays when opening
a GM plan for edits.
(shown)

1. Please note the Goal 2

Plan ID.
– Do not change this ID
number. You will need to
input this number into the
PM template you will build
in a few steps.

2. Make any necessary edits

to the fields in the Goal Note: Instructions assume you have completed “Copy
Plan section. Downloaded File” step.

45 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 7 - Basic Configuring in GM

1. Open the NEW Goal Plan in SuccessFactory

General Settings section:

2. Change the status of viewing public/private goals to text. Enable the Use Text For Privacy option.

3. Ensure that the Goal Plan ID is 8.

4. Change the maximum number of goals per page to 4.

Category section:
5. Remove one of the categories. Make sure you still have a default category.

6. Add a new category.

7. Change the term for “Category” to something else globally for GM. Hint! This is accomplished via
the Text Replacement section.

8. Select the Save Configuration button.

46 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Goal Management: Upload New Goal Plan

1. Identify which goal plan to

upload.
1
2. Click on the title of the
template to open it. 2
3. Select Export to Server to
begin the export process.

4. Provide the environment, 3

instance ID, your admin
username and your
password to authenticate. 4
5. Select Login to upload the 5
new Goal Plan template to
the instance.

Note: Instructions assume you have

completed “Edit New Goal Plan” step.
47 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 8 - Upload Goal Plan to Instance

1. Identify which goal plan to upload.

2. Click on the title of the template to open it.

3. Select Export to Server to begin the export process.

4. Provide the environment, instance ID, your admin username and your password to
authenticate.

5. Select Login to upload the new Goal Plan template to the instance.

6. You will test the configuration next.

48 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Test…Test…Test!

• Testing is the
process to validate
that system behavior
is what is expected.

49 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 9 - Testing the New Goal Plan in the
Instance

1. Log into the instance as Manny Manager.

2. Go to the goal plan and thoroughly test the new functionality that you configured.

3. Do you see your new configuration?

4. Create a new goal in the new goal plan and check the dates, the Category name and
your other configuration settings.

5. If all of your new configuration isn’t visible, go back to SuccessFactory, reconfigure and
export to server again.

• Please note (not part of this exercise): If you have a form that will be pulling in goals, we
would launch a test copy of the form to ensure that the goals appear correctly on the
form. The Form Layout and Field Permissions from the Goal plan determine how goals
will appear on a PM form.

50 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
GM Field Configuration

In order for GM to function

properly, there are three
things that must be
configured relating to fields in
GM.
1. Define – What fields to be
included in the goal plan.
2. Grant Permissions – In order
for fields to be visible, written or
access to, permissions must be
assigned.
3. Create Layout Design – Sets
the appearance and
organization of fields both in the
goal plan as well as in the PM
review form.

51 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Field (and Table) Definition

• Field Definition – section where fields

that are to appear in the goal plan
are specified and configured.

• Drop down Field ID section. The drop

down that appears for Type is driven
by the Field ID that is selected. See
the Field Definition table in the User
Guide for more details.

• Note: Do not use Metric-lookup-

table, Actual Achievement and Rating
when configuring GM. There is much
more extensive information in the
GM Configuration Guide.

Refer to SuccessFactory > Documents tab > Document

Type: User Guide > Chapter 2 – Part 2

52 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 10 - GM Configuration for Field Definitions

1. Open up your NEW Training Goal Plan.

2. Select Field Definitions.

3. Revise existing Field Labels for 2 fields.

4. Make an existing field required that was not previously required.

5. Finally, on the Status (state) field definition, revise the existing Enum Value (status
drop-down options) by adjusting the Value and Label for the Enum Values.

6. Save your changes.

7. Export To Server – note goal plan id number – do you want to overwrite this time?

8. Test in the instance.

9. Repeat steps until the configuration works as expected.

53 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
GM Permissions
Goal Plan Permissions is by default none, unless granted

Field Permissions – define how the

fields will be handled by various
people in the company based on their
relationships to the employee.

Options for permissions are as follows:

• Read = able to view the field, but not edit

• Write = able to view and edit the field

• None = cannot view the field

• Action Permissions by Role – roles granted to

perform actions.

• Note: Additional permission on how to handle

GM sections in a PM form are granted from the
PM form template under Section Permissions.

54 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
GM Layout

Plan Layout – controls how the fields look in GM - the

goal plan.
1. Drag and drop field ID into respective columns
2. Define Weights for each column.

• Weights in Plan Layout show the relative weights of

the fields across the page. Note: must equal 100%

• A weight of 0 means that the field will fit the length of

the largest word exactly.

3. Preview the configured Plan Layout

• The preview will not display the fields that have been
identified of having weights of 0%. The fields with
weight of 0 will show up once the goal plan has been
uploaded in the instance.

Form Layout – controls how the fields look in the PM

form.

55 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Tips to Understanding GM Plan Layout

• The Layout section graphically

allows you to set up the goal plan
view of goal plan fields.

• Drag and drop functionality.

• The wizard guides you through a

3 step process of creating your
goal plan layout.

• Layout in GM is presented as a
series of columns.

• Align from the left starting with

number one and continuing.

• Weights in Plan Layout show the

relative weights of the fields
across the page. Note: must
equal 100%

56 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 11 - More GM Configuration

1. Open up your NEW Goal Plan.

2. Remove one of the enum value in the Status Field. Doing this will cause one of the
options in the dropdown of the status field in your Goal Plan to be removed.

3. Add the field “desc”, make it a textarea and name it Goal Description.

4. Be sure to add this new field to the Field Permissions and Plan Layout as well.

5. Save your changes.

6. Export To Server – note goal plan id number – do you want to overwrite this time?

7. Test in the instance.

8. Repeat steps until the configuration works as expected.

• Note: When adding a field, you must save first before adding permissions.

57 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Best Practices: GM (and CDP)

When making changes to an existing Goal Plan or building a new Plan, always make sure to
verify that the Plan ID is accurate.
• If the Goal Plan already exists, the Plan ID must match the existing ID for the Plan in your Production or Test
instance(s).

• If the Goal Plan is new, the Plan ID must be unique or you will overwrite the Goal Plan with the duplicable Plan
ID in your target instance.

If you delete a Goal Category in a Goal Plan, you will lose all system visibility of any Goal in
your target instance that shares the same Category ID.

It is strongly recommended to run a full Goal Search report (see Classic Reports) before
making any large changes or changes to field types which may cause data to become
inaccessible on an existing Goal Plan or Development Plan.
• Analytics > Classic Reporting > Goal Search

58 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Performance Management
Refer to SuccessFactory > Documents tab > Document Type: User Guide >
Chapter 3: Performance Manager – Part 2
PM Guidelines

Changes to PM, do not reflect on forms that have already

been created.
• For example, you cannot change forms people have in their inbox by
updating the template. Changes to in progress documents require
custom development by Customer Success.

60 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Principles of a PM Form

• SuccessFactors is a template based system.

• Individual forms, or documents, are created for individual people in the

instance, from a configured template.

• Even though you will hear the term “form” used in place of “template” it
is important that you remember the distinction.

• Unlike a Goal Plan, a PM form can be routed, using a workflow, from

one user to another.

• The form can be permissioned by roles, section by section, and in some

cases, field by field.

61 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Principles of Sections in PM Template

Sections that may appear only one time

• Employee Information
• Review Information
• Introduction
• Signature
• Summary
• Objective/Competency (Obj-Comp)

Sections that may appear more than one time

• Goals/Objectives
• Competencies
• Custom Sections

62 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Training Instance

• Discover the
Performance Form in
the Training Instance

63 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 12 - Discover the Performance Form in Your
Training Instance

1. Log into your training instance as manager.

2. Click on the Performance tab.

3. Open the performance form from the inbox.

4. Review the form sections (Performance Goals, Competencies, and Development

Goals).
– Note the options available in each section at the Goal Setting step.

5. Review the Route Map/Workflow steps. Hover over the workflow steps to understand
the roles in the performance process.

6. As time allows, discover more form functionality.

64 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Configuring
Performance Management
Refer to SuccessFactory > Documents tab > Document Type: User Guide > Chapter 3:
Performance Manager – Part 2
Performance Management: Import Existing PM
Template

From Performance
Review in the default
Template Creator view:
1
1. Select the Import From
Server button (A login
screen appears)
2. Enter credentials for an
admin account that has
full administrative
privileges. 2
a) Environment
b) Company ID
c) Admin username
d) Admin Password

66 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Performance Management: Import (continued)

3. Select the template in

your instance you
wish to download and
copy by using the 4
checkbox.
3
4. Click Download to
copy the template
from your instance
into the
SuccessFactory tool.

Recommendation: Take a print screen of the Form Template

list for your records.

67 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Performance Management: Copy Downloaded PM
Template

1. Make a copy of the

template you have
located, by clicking
the Copy link next to
its title. 1

2. Give the copy a

different name.

3. Select Copy to save

2
the new template to
SuccessFactory.
3

Note: Instructions assume you have completed “PM Import” step.

68 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 13 - Import Form Template into
SuccessFactory

1. In SuccessFactory, go to the Performance Review section.

– Important: If you try to load a PM form when in the Goal Management section, you will
receive an error message.

2. Click Import Form From Server.

3. Supply the Environment (salesdemo4), Company ID (SFUTrainXXX), Admin
Username (admin), and Password.
4. Select the form titled 2009 Performance and Development Plan.
Recommendation: Take a print screen of the Form Templates for future reference.
5. Select Download.
6. Notice that the form template is now listed under your Own Templates.
7. Make a copy by clicking the Copy link next to the title. Rename the title to Title of
Your Choice (example: SF Training PM Form.)
8. Open up the form template in SuccessFactory and begin exploring. We will make
changes in the next exercise.

69 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Module Integration Checking

• This box at the top of

the template
configuration in
SuccessFactory shows
you the integration
touch points between
the configuration in this
template and other
modules.
• Plan IDs are important
to pay attention to.

70 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
General Settings and Employee Info Sections

General Settings section:

• Controls mostly the

summary section of the form.
Button Permissions are also 1 2
configured in this section.

Employee Info section:

• The purpose of this section

is to identify the employee or
subject of the review.

1. Add Introduction text using

an HTML Editor.

2. Select/ deselect User

Elements for inclusion on
the form

71 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Introduction Section

• Introduction text could be in

the form of a welcome
message or instructions

• The name of the section may

be configured as can the text

• A form template may have

only one Introductory section

72 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Performance Management: Edit New PM Form
Template – Verify Goal Plan ID

The default screen displays

when opening a PM Form
Template for edits. (shown)

1. GM and PM templates are 1

linked via the Goal Plan ID.

Note: Instructions assume you have completed

“Copy Downloaded Template” step.

73 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Performance Management: Edit New PM Form
Template

2
2. Expand the Display Options of
the Goal Section’s menu.

3. Locate the Goal Plan Field.

4. Select check box Specify a

custom Goal Plan Id.
4
5. Enter the numerical value of 3
5
the goal plan created in the
previous step into the field.

• Make any additional edits.

74 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 14 - PM Basic Configuration

1. Log into SuccessFactory.

2. Open the Training PM form under the Performance Review section in SuccessFactory.

3. Find the Employee Information section

– Add the user element, Job Code
– Change the order of user elements
– Remove one of your choosing
– Save Configuration

4. Verify Goal Plan ID in the Performance Goals section

– Expand the Display Options
– Update the Goal Plan ID to 8
– Save Configuration

5. Add Introduction Section

– Select Add Section > Introduction.
– Position the section where you would like and give the section a name.
– Add Introduction Text in this section that explains the review process and instructs the users on how they should proceed.
– Add a link to the SuccessFactors website.

6. Save Configuration.

75 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Performance Management: Upload New PM
Template

1. Identify which template to

upload.
1
2. Click on the title of the
template to open it.

3. Select Export to Server to 2

begin the export process.

4. Provide the environment,

instance ID, your admin 3
username and your
password to authenticate.
4
5. Select Export to upload
the PM Template to the 5
instance.

Note: Instructions assume you have completed

“Edit PM Template” step.
76 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 15 - Loading Form Template into Instance

1. Review your configuration and click Save

2. Click Export to Server to overwrite your existing configuration in the instance with the
changes you just made.

3. Supply the Environment (salesdemo4), Company ID (SFUTrainXXX), Admin Username

(admin), and Password.

4. When you see the message in SuccessFactory that your form template has
successfully exported to server, you know the process has worked.

5. You will test the configuration shortly!

77 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Test Your Configuration!

Test your new template thoroughly before creating

individual performance reviews for users.
• Test the form, using test user accounts, all of the way from the first step
through completion. Be sure to view the form from all applicable roles.

• Consider involving a person in each role that’s part of your PM process,

and use these people to model the review process, prior to having all
employees do this. This will give you an opportunity to identify any
issues and get feedback prior to roll out.

78 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Granting Permission to Create Forms

• Method 1: Default
User Permissions

• Method 2: Permission
to Create Forms

Note: An admin will have Permission to Create

Forms regardless of these permissions. These
types of permissions are generally only used for
testing.

79 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Associating a Route Map in Administration
1
1. Log into your SFUTrainxx
instance as admin 2

2. Go to Admin  Form
Template Administration 
Form Templates 3 4
3. Form Templates will be 5
listed.

4. Look in the Route Map

column. If it indicates No
Route, you need to
associate a route map.

5. Click on that form template

name, 2010 Training Form.

6. In the drop down to the 6

right of Routing Map select
Performance and
Development Plan Route
Refer to SuccessFactory > Documents tab > Document Type:
User Guide > Chapter3: Performance Manager – Part 1

80 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Note on Route Maps and Permissions

• Route maps and permissions are inseparable in the Performance Manager

module.
• Making a change to a route map can have a serious and possible
cascading affect to permissions and requirements.
• The fields that are most important are Step ID, Step Type and Step Mode.
– Changing any of these three will require you to update permissions and
requirements.
– These steps are what governs the step boxes at the top of your form and are
accessible by going to Admin Tools > Form Template Administration > Routing
Maps.
– It is alright to simply delete a step without any impact to permissions. The most
common mistake for administrators is to change the step ID's to be in order
(especially when deleting a step). When removing a step, do not re-order the step
IDs, as the permissions will still point to the original ID's.

81 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Test…Test…Test!

• Testing is the process

to validate that system
behavior is what is
expected.

Refer to SuccessFactory > Documents tab > Document Type:

User Guide > Chapter 3 Performance Manager – Part 2

82 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 16 - Testing Form Changes

1.Log into your SFUTrainxx instance as HR Coordinator, username = admin

2.In Admin:
– Grant Edward permission to create forms for your form template (see steps in Participant Exercise
Guide handout)
– Associate the Route Map titled Performance and Development Plan Route to the Form Template

3. Log out and log back in as Edward, username= employee

4. Create a new form for Self, where Edward is the subject of the form

5. Locate the form on the Performance tab

6. Review the form changes you configured in SuccessFactory to make sure they show up as you
expect.

7. Look in the Employee Information section.

– Is Job Code there?
– Is the order different as you expect?
– Any other changes that you made in this section?

83 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 16 - Testing Form Changes (continued)

8. Look for the Introduction section.

– Is it there?
– Is the text as you expect?

9. Did you make any other changes in SuccessFactory before you exported the template?
Look for them and make sure they are correct.

10. Delete this form.

11. Let’s make one more change and test. Follow these steps:
– Log into SuccessFactory and access the Training PM form under the Performance
Review section
– Remove “Division” from the Employee Information section
– Save
– Export to Server

12. Log back into the instance as Edward, create a new form for Self and test again.

84 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Goal Configuration
Refer to SuccessFactory > Documents tab > Document Type: User Guide >
Chapter 3: Performance Manager – Part 4
Goals / Objectives Section

Auto-Populate Goals
from GM to PM

• Auto-Populate vs.
Auto-Sync

Add Goals to Goal

Plan

• Add New Goal

(Configurable)

• Add Existing

86 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Difference between Auto Populate vs. Auto Sync

Auto Populate Auto Sync*

1. Goals in GM, when a form gets created will 1. If goals are added in GM, they will be
get pulled to the PM Form. added to PM Form
2. If goals are added in PM Form, they will
2. Goals added in GM after the form is created, get added to GM
will NOT get pulled to the PM Form. 3. If goals are deleted from GM, they will be
However, there is an option to make it deleted from the PM Form
“configurable” by using the Add Existing Goal 4. If goals are deleted from the PM Form,
button. See below. they will be deleted from GM and PM
Form will be in total sync!
3. Goals that are added on the PM Form will be
added to GM.
*Note: There won’t be a need for using the
4. Goals deleted in PM Form will NOT be “Add Existing Goal” button if the Auto Sync
deleted from GM. option is checked.

5. Goals that are deleted in GM after the form is

created will NOT be deleted from the PM
form. However, there is an option to remove
the goal.

87 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Goals / Objectives Section (continued)

Associate PM Form to Goal Plans –

Display Options 1
1. Ensure that Goal Type is set to Plan if 2 3
you want to auto populate goals.
– For an explanation on the difference
between type: plan, corporate and 4
user, please refer to the PM
Configuration Guide.
5
2. Ensure that Goal Plan is selected to
Total Goal Management

3. Select the goal plan the drop down list

of available goal plans in
SuccessFactory. Ensure that goal plan
ID is NOT “-1”

4. Determine if goals should Auto-Sync

or Auto-Populate on the form

5. If the goals should come from all goal

categories in the goal plan, do not fill
in a Goal Category. If the goals
should come from one specific
category into that section, put the goal
category id in the text box (note this is
the category ID, not the category
name). More than one goal category
may be added.

88 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Goals / Objectives Section (continued)

Two options to Edit Goals or

Objectives:

1. From Form

2. Popup (New Pop Up

Window) – the preferred
setting

89 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 17 - In the PM Form: Adjust the Goals
Section

1. Log into SuccessFactory.

2. Open your PM form template.

3. Open the goal section in that form template.

4. In the Display Options section

– Make the “Add Existing Goals” button visible (unhide it).
– Adjust the “Split comment” check-box option to change the layout of the comments
boxes. Review the mouse- over text for details.
– Change the check-box from Auto-Populate to Auto-Sync so that goals auto-sync
from the Goals tab into the PM form and vice-versa automatically.

5. Save the form Template.

6. Upload by Export to Server.

7. Log into the instance as Edward. Go to the goal plan and make sure you have
goals for him.

90 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 17 - In the PM Form: Adjust the Goals Section
(continued)

8. Test by creating a new form for Edward. Check to see if the proper goals populated
and if the “Add Existing Goals” button now shows. If the specified features are not
functioning properly, return to SuccessFactory and continue testing until it works as
expected.

9. Go to the goal plan and create a new goal for Edward.

10. Go back to the form (don’t create a new one) and use Add Existing Goal to bring
that goal into the form.

11. Create a new form for Edward and Route the form forward to the next step (send to
Manny Manager, Manny Completes Goal Planning and sends to the Mid Year step
(back to Edward) *).
– Check to see the split comments appear as you configured them (vertical or
horizontal). *Note: you may wish to use the proxy option when routing.

12. When you have completed testing all specifications and everything is working as
expected, you are done with this exercise. Congratulations!

91 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Populating Competencies on PM
Form
Refer to SuccessFactory > Documents tab > Document Type: User Guide > Chapter 3:
Performance Manager – Part 4
Competency Section

Three ways for

competencies to be
populated on a PM form:
1. Hard coding competencies
in the xml. Example:
Company-wide values
treated as competencies Note: Competencies (as identified by the ID) may only
appear on a specific form one time. Competency ID’s are
2. Populating by job code for found in administration. Go to Admin  Managing
individuals (very common). Competencies and Skills  Competency Libraries. For
Example: Job-specific more info, see Documents > Chapter 3: Performance
competencies which differ Manager – Part 4.
by role. Considerations:
– Job codes for all
employees
– Roles must be setup (in
admin) with same job
codes in the data file
– Competencies must be
mapped to roles

3. At the form level allow

users to select
competencies at will
93 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 18 - Edit the Existing Competency Section

1. Log into SuccessFactory

2. Open your PM form template

3. Open your existing competency section and notice in Display Options the “Use
JobCode” is checked. This means that the competencies that have been populating
on the form have been using this method. Also notice that there is no category
identified therefore all of the competencies associated with that job code have been
populating.

4. Add a new competency section

5. Right mouse click to drag and re-position the new section just below the
Performance Goals section.

6. Edit the title for this section to be labeled as “Core Competencies”.

7. Edit the Introductory text for this section to indicate that this section will just populate
Core Competencies common to all employees.

94 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Exercise 18 - Edit the Existing Competency Section
(continued)

8. Expand the Competency Elements section and add 2 core competencies (note: you’ll
need the competency ID’s from the list in Admin > Manage Competencies and Skills >
Competency Libraries > select the SuccessFactors library to view the 51 competencies
and the associated Competency ID number). Add the Competency ID’s for the following
into SuccessFactory Competency Elements section:
a) Customer Focus (ID 7)
b) Quality (ID 36)

9. Associate your rating scale to this section. Remember to use the exact name of your
rating scale and that it is case and space sensitive.

10. Save your configuration changes

11. Re-upload your re-configured form template by clicking Export to Server.

12. Log in to your instance and create a new form for Manny. In this section you should now
just see the competencies with the category of Management.

13. Route the form until you can see the ratings scale and ensure that the one you created is
reflected in the form.

14. If everything works as expected you have completed the exercise. If not, repeat the steps
until it works!

95 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Best Practices: Performance Management

• If you need to create NEW GM and PM templates (i.e. for a new annual
cycle), it is recommended to create GM first and then the PM template.

If you are making a change to an existing Form Template:

• Always make a backup of the original Template by clicking the
appropriate copy link in the Performance Templates page.
• Remember that SuccessFactory internally retains the original Form ID of
the Template when it is imported, you will want to make your changes to
the original Template to be able to update the original Template in your
Production or Test instance(s).

If you are building a new Form Template based on an

existing Template:
• Use the copy link to create the Form you will be making your changes to.

96 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Form Permissions
Refer to SuccessFactory > Documents tab > Document Type: User Guide >
Chapter 3: Performance Manager – Part 3
Form Permission Guidelines

• Default for all

permissions is that the
functions are fully
available for all roles in all
steps of the route map.
Therefore, if you do
nothing, everyone will be
able to see and perform
all actions.

• Permissions are based

on roles – based on the
relationship to the subject
of the form
– Only the roles that the
system knows can be
permissioned

• Role values may be used

for Action, Field, Section
and Button permissions

98 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Form Permission Guidelines (continued)
Basic role values are allowed:

• * = all users

• E = Employee/Owner

• Exxx = Employee/owner relative role

• F = Form Reviewer (Only relates to Permissioning in the goal plan not a PM Form) Ability to review goals on a form
for someone who has got no hierarchical relationship.

Common roles:

• EM = Employee’s manager

• EMM = Employee’s 2nd level manager

• EM+ = Employee’s manager and above

• EX = Employee’s matrix manager

• EH = Employee’s HR Rep

• ED = Employee’s direct report

• EMD = Employee’s Manager’s direct reports (co-workers)

99 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Principles for Form Permissions

• When adding permissions, remember that you are placing restrictions

on a fully available function.

• When you use the asterisk(*) to identify route map step id’s, it
includes the completed step.
– The only way to prevent this is to call out individually each step id you wish
to permission (e.g., goal setting, mid year, year end). The only way to
permission “all steps except Completed” is to call out the different steps
you wish to include.

• Permissions in Goal Management will overwrite the goal section

permission of the PM Form.
– Please ensure you test, test, test to ensure the desired behavior.

100 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Summary of Form Level Permissions
Form Permission is granted by default, unless taken away

Permission Type of access Other Tips

Action Enabled – user can see the add-item and/or remove Controls buttons in Objective or Competency
item button (default) sections to add or remove individual items
(objectives or competencies)
None – user can’t see the button
Field Write – user may read and write (default) Controls who can read and update data for
individual fields
Read – user may read the fields

None – user can’t see the fields

Section Enabled – user can see the section (default) Controls if a section can be viewed and/or edited

Disabled – user can see the section with read only on

fields

Hidden – user can’t see the section

Required Inner_step_send – send within an iterative step Controls if certain fields are required at specified
Fields steps in the route map
Next_step – when the form is moved from one step to
another

Sign – sign action in the signature step

Complete_360 – for 360’s only

Button Enabled – user can see the button (default) Controls buttons in the Route Map

None – user can’t see the button Configure in General Settings

101 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Most Common Permissions: Action Permissions

• General Rules and Types of access:

• Applies to objective and competency sections

• Limits actions by role and route step to add or remove items

(competencies or objectives)

• Actions options:
– add-item
– remove-item

• Type of access:
– Enabled = user (role) can see and click the action button (default)
– None = user (role) can’t see the action button

102 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Business Cases: Action Permissions

• On a PM Review Form, in the Goal Setting step, employees are not

given the permission to add or remove goals, but managers are given
this permission

• A company might not want anyone adding or removing goals after

Mid Year route map step.

Practice Self Study exercises to discover permission options.

103 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Most Common Permissions: Section Permissions

General Rules and Types of access:

• Enabled = user can see the section (default)

• Disabled = user can see the section with read-only fields

• Hidden = user can’t see the section

• Common Error: Be very aware as you configure step id’s for Section
Permissions. A common error is to make a section “hidden” for all
steps “*”, not realizing that this impacts the Completed status of the
form as well.
– Avoid this mistake! Be sure to include each of the steps individually in
your configuration and to TEST very carefully all the way through the
process, including the Competed status. The same is true for Field
Permissions.

104 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Business Cases: Section Permissions

• Management doesn’t want the Summary section to be visible to the

employee until the signature steps, but does want the manager to
see it all along.

• Management does not want the mid year review section visible and
editable by anyone until the mid year step of the route map. Then it
would be visible and read-only for all subsequent steps.

• Management wants to hide the signature section until the first

signature step. Remember not to use an asterisk for all steps for this
permission or the signature step will never be visible for anyone at
anytime – even when the form is completed.

Practice Self Study exercises to discover permission options.

105 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Most Common Permissions: Field Permissions

General Rules and Type of access:

• Write = user (role) may both read and write to the fields (default)

• Read = user (role) may read the fields

• None = user (role) can’t see the fields

• Be very careful about using the “*” to identify the step ID’s.

Refer to the table located in SuccessFactory > Documents tab >

Document Type: User Guide > Chapter 3 Performance Manager –
Part 3 Field Permissions. Table shows the various field names and
sections where these fields can be found.

106 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Business Cases: Field Permissions

• The rating drop down field could be hidden during the Goal Setting
period

• Weight could be hidden from certain roles

Practice Self Study exercises to discover permission options.

107 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Button Permissions
Applies to certain actions associated with the route map

Button Permissions are configured in General Settings

• get-comments *

• get-edits *

• reject

• add-signer (For this button to work, ensure “Hide Add-Signer” option is not checked in Admin Tools ->Form Template Administration)

• add-modifier (Not used often. Similar to get-edits)

• send (Obsolete, Ignore)

• sign (Obsolete, Ignore)

Type of access:

• Enabled = user can see and click the button (default)

• None = user can’t see the button

* This functionality must be enabled at the form level in Administration. Go to Admin  Form Template Administration  Select the Form
Template you are configuring. If you want to use either Get Comments or Get Edits, you must ensure to uncheck: Disable Ask For Comment
Routing and/or Disable Ask For Edit Routing

108 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Form Permission – Reminders!

• Create a permissions strategy prior to starting to configure.

– Use the grid in the configuration user guides.

• The time that it takes for a form to render can be impacted by the number
and complexity of the permissions.
– Be sure to permission with the minimum number of rules to meet the
business needs.

• Using form level permissions requires a high degree of testing.

– Be sure to test the result of your configuration in all steps of the route map
for all possible types of users.
– The more Permissioning  the more testing.
– Don’t forget to test each step of the route map (including Completed) and
each role (including those stated in the permission and others).

109 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
SuccessFactory
Best Practices
Best Practice: Copy Templates

• The process of copying the existing templates is the same for GM, CDP,
PM , 360 modules. The steps are:
• Import Template from Instance to SuccessFactory tool.
• Make copies of the Templates within SuccessFactory.
• Make changes to the copies of the templates in SuccessFactory.
• Upload the updated copies from SuccessFactory into your instance as new
templates.
• QA/Test the changes.

• If you need to create NEW GM and PM templates (i.e. for a new annual
cycle), it is recommended to create GM first and then the PM template.

111 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Best Practice Tips for Success
While Using SuccessFactory

• Build directly in your Production instance. If necessary, request that Success

Factors to leverage copy settings to sync up your test instance (if applicable).
This can be done without exposing the in progress configuration to the end-
users of the system.
• Always make a backup copy of the template you are working on. Store the
backup either in SuccessFactory or your local computer.
• Always TEST the configuration by modeling the entire process using test
accounts or real life users, before creating the forms for the entire organization.
• Consider module integration: PM is usually linked with GM, CDP or COMP.
Please test each module change separately AND together to make sure the
integration points react well to the changes.
• If you are unsure about making a change or have questions or concerns,
please call Customer Success and ask before making the change.

112 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
SuccessFactory
Support & Resources
Documents: Configuration Guides, User Guides and
Release Notes

1
Configuration
Guides, User
Guides, and Release
Notes are found in 2
the Documents tab

To access:
1. Select the Documents
tab
2. Click the Document
Type drop down and
make a selection

114 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
SuccessFactory Customer Actions and Suggestions for When
to Call for Assistance
Area Things You Can Change Call for Assistance Recommended
on Your Own
General •Moving a template from Production to Test or Test to Production.

Performance All changes are possible. •Anything that you find can’t be done is usually patchable in a
Manager short order -- Please call to request.
•Updating Routing Maps (i.e. adding EH or EX to the route map,
changing the step ID’s, making a new route map step).
•Changing the rating scales associated to PM forms.
•Deleting Sections from PM form . (Particularly the
Objective/Competency Summary or Performance/Potential
Summary or the regular Summary section.
•Turning off the Calculation on a PM form.
Goal Management Goal permissions, field •Editing the Form Layout of a goal plan. Note: SuccessFactory
definitions, goal library does not support multiple tables in the Form Layout. (This is due
assignment to a particular type of configuration that many customers already
have from implementation).
•Changing the Categories in your Goal Plans.
Live Profile / Everything in the Data •Any changes to Succession (Org Chart or Matrix Grids).
Employee Profile Model. Note: Currently
supports 3 custom filters
CDP Career Worksheets •Changing the Categories in Development Plans.
Learning Activities

115 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
SuccessFactory Customer Actions and Suggestions for When
to Call for Assistance (continued)
Area Things You Can Change Call for Assistance Recommended
on Your Own
360 Most changes are Anything that you find can’t be done is usually patchable in a
possible. short order -- Please call to request.
Updating Routing Maps (i.e. adding EH or EX to the route
map, changing the step ID’s, making a new route map step).
Changing the rating scales associated to 360 forms.
Compensation Compensation module will Customers may request separate tool in admin tools be turned on
not be supported through through company settings.
SuccessFactory.
Recruiting Recruiting module Call Customer Success for assistance.
currently not supported
through SuccessFactory.

116 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Innovative SuccessFactory Support Services

SuccessFactory is
supported primarily
through online services

• Online virtual open Q&A

Office Hours hosted 5
times a week by
Customer Success

• Online Discussion
Forums

• Online presentations &

knowledge resources for
Getting Started and
Making Changes

• IdeaFactory for driving

Product Development

Case based support for

SuccessFactory is also
available
117 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
 Course Review

You should now have the knowledge & skills to:

 Understand configuration guidelines and principles.

 Apply Success Factory basics to configure SuccessFactors Goal

Management (GM).

 Apply Success Factory basics to configure SuccessFactors

Performance Management (PM).

 Leverage key administrative techniques.

 Review best practice system maintenance.

 Apply “real-world” configuration experience from the guided learning

and the case study configuration demo.

118 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
 Thank You

Thank you for Participating!

Please complete the online

Course Evaluation.
119 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.