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Use case for People Profile Portlet links in SAP SuccessFactors Performance Forms

There are several instances when SAP SuccessFactors’ clients have requirements, wherein Managers should be able to access a Background Portlet (standard or custom) in People Profile from within the SAP SuccessFactors Performance Forms to refer them or provide inputs in those portlets during Performance Management reviews.

As a reference one can refer to this note for more details about creating People Profile Background portlet links in Performance Forms.

So today we will discuss about two common use cases where we will use such Portlet Links in the SAP SuccessFactors Performance forms.

Use Case 1: Manager’s to update the Potential rating of the employee from within the Performance Form, to be used later in Succession Planning.

Use Case 2: Manager’s to review the Disciplinary Action portlet from within the Performance Form and see if any violations listed against the employee.

So let’s take an example from SAP SuccessFactors Demo system where Geoff Hill is a Manager and wants to provide Potential rating for his direct reportee Faith Marshall and also see if she had any violations listed against her name.

Please Note:

  1. Potential is standard background portlet (sysOverallPotential – mostly used for Succession Planning) 
  2. Disciplinary Action is a custom background portlet (updated by HR if employee has any disciplinary complaints/violations against them)

 

So now we will see how Managers can access these portlets from within the Performance Forms, based on the configuration in the following steps:

Step 1: We first need to identify the block ID of both Potential and Disciplinary Section from Configure People Profile. See below screenshots for reference.

Faith%20Marshall%u2019s%20People%20Profile%20showing%20the%20Potential%20background%20portlet

1a – Faith Marshall’s People Profile showing the Potential background portlet

1b%20-%20Disciplinary%20Background%20Portlet

1b – Disciplinary Background Portlet

Now let’s see these Background Portlets in Admin Center > Configure People Profile

1c%20-%20Potential%20Block

1c – Potential Block

1d%20-%20Disciplinary%20Portlet

1d – Disciplinary Block

 

Step 2: Then we need to identify the Performance Form Section(s) where we want managers to input/review data from these background portlets. E.g.: 2020 Performance Review form and we have selected the Summary section2020%20Performance%20Review%20form%20for%20Faith%20Marshall

2020 Performance Review form for Faith Marshall

 

Step 3: Now go to Admin Center > Manage Template and open the identified Performance Form template

2020%20Performance%20Review%20Template

2020 Performance Review Template

 

Step 4: Click on the Summary section of the form and add the below link(s) in the Section Description and save the template

Code to create Portlet link in the Performance Form is:

[[BLOCKLINK|blockid|blockType|displayname]]

Potential Block – refer fig. 1c in Step 1 and see blockid=block4446, blockType=TREND_BLOCK and diplayname = ‘here’

Disciplinary Block – refer fig. 1d in Step 1 and see blockid=block22991, blockType=BACKGROUND_BLOCK and diplayname = ‘here’

Summary%20Section%20Description

Summary Section Description

 

Now let’s test the setup,

Step 5: Login as Geoff Hill and go to Field Marshall’s 2020 Performance Review form

Field%20Marshall%u2019s%202020%20Performance%20Review%20form

Field Marshall’s 2020 Performance Review form

 

Step 6: Go to Summary Section, here you can see in the description two links for Potential and Disciplinary Action

Two%20links%20shown%20in%20Summary%20Section%20Description

Two links shown in Summary Section Description

 

Step 7: Click on the Potential link and it opens the background portlet in new window and as per the permissions setup for Managers, Geoff can provide potential rating here and save it.Potential%20Rating%20portlet

Potential Rating portlet with edit access for Manager

Geoff can click on the pencil button to input the potential rating from within the Performance Form and save it to be used during Succession Planning discussion(s).

Manager%20able%20to%20input%20Potential%20ratings%20for%202020

Manager able to input Potential rating for 2020

 

Step 8: Click on the Disciplinary action link and it opens the portlet in read only mode as per the managers permissions and they can refer to same during the performance review and give their assessment in the form accordingly. See screenshot below for reference.

Disciplinary%20Action%20portlet%20-%20Read%20Only%20for%20Manager

Disciplinary Action portlet – Read Only for Manager

 

Conclusion

This way we can leverage standard out-of-the-box solution for customers to cater their varied requirements linked with Performance forms and other Background portlets in Employee Profile. Both Custom and Standard background portlets can be referenced in this way directly from the Performance Forms.

As in our example above we saw these two Use Cases being fulfilled:

Use Case 1: Geoff Hill(manager) was able to update the Potential rating of Faith(employee) from within the Performance Form, which can be used later in Succession Planning.

Use Case 2: Geoff Hill(Manager) was able to review the Disciplinary Action portlet from within the Performance Form and see if any violations listed against the employee.

Below is a snapshot from People Profile to showcase that the Potential rating updated by Manager from within the Performance form has been saved.

Potential%20Rating%20for%202020%20showing%20in%20People%20Profile

Potential Rating for 2020 showing in People Profile

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