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SAP SuccessFactors Usage
Continuous Performance Management
August 2021
Index
Continuous Performance
Continuous Feedback
1.
2.
TopicsS.No
➢ Continuous Performance Management (CPM) helps organizations to adapt and respond to changing
conditions -increasing the need to go beyond the traditional manager-employee relationship
➢ Continuous Performance Management (CPM) helps employees and managers have meaningful and
structured discussions throughout the performance cycle. CPM connects those discussions to the
SuccessFactors suite, and allows employees to capture activities, achievements and feedback in real time
➢ With Continuous Performance Management, Associates can better track and manage their performance
efforts, create activities toward performance and development goals, display achievements, and ongoing
1:1 conversations
Associate Evaluator
Continuous Performance Management
Process Flow for CPM on SuccessFactors
➢ Login to SuccessFactors
➢ Click on Home Dropdown ➔ Continuous Performance
Associate Evaluator
Continuous Performance Management - Process
Steps
➢ Activities, achievements and feedback are the main focus of a conversation between an Associate and
Evaluator
➢ Associates can capture and track activities, view a summary of their achievements, and request feedback in
real-time to give Evaluators and other roles greater visibility into associate effort.
➢ Evaluators can also add activities on behalf of their direct reports, and display achievements.
Associate Evaluator
Continuous Performance Management - Process
Associate NameEvaluator Name
Evaluator Name
Evaluator Name
Associate view
Evaluator view
➢ Associates can click on Create Activity to create Activity and link it to the Goal.
Associate Evaluator
Continuous Performance Management - Process
<Evaluator Name>
<Evaluator Name>
Click here to create activity
➢ Enter Activity name and select status from the dropdown to the activity and link it to the goal
➢ Attachments can be added for each activity to provide additional context or demonstrate work done in
association with the activity.
Associate Evaluator
Continuous Performance Management - Process
Click here to
save
Click here to add
Click here to set status
Enter activity name
➢ Once the Activity is Created and Linked to the Goals it will be visible
Associate Evaluator
Continuous Performance Management - Process
Click here to view Activity “By Status” or “By Goal”
Click on Activity name to View Details, Update status etc.
<Associate Name>
<Evaluator Name>
<Associate Name>
<Associate Name>
<Associate Name>
<Evaluator Name>
➢ Below page will “Open” on clicking the Activity
➢ Click on “Edit” button to update status, details etc.
Associate Evaluator
Continuous Performance Management - Process
Click Here
<Associate Name>
<Evaluator Name>
<Associate Name>
<Associate Name>
<Associate Name>
➢ You can now update the status.
➢ In order to mark the activity as “Complete”, select the status from the dropdown
Associate Evaluator
Continuous Performance Management - Process
<Associate Name>
<Associate Name>
<Evaluator Name>
<Associate Name>
<Associate Name>
➢ When activity is achieved/ complete, it can be marked as achievement along with option to enter the date and
Save
Associate Evaluator
Continuous Performance Management - Process
<Associate Name>
<Associate Name>
<Associate Name>
<Evaluator Name>
<Associate Name>
<Associate Name>
➢ The Achievements will flow into associate review Performance Form
Associate Evaluator
Continuous Performance Management - Process
Associate. Name
<Associate Name>
<Associate Name>
➢ Go to “Start Meeting” to initiate a meeting
Associate Evaluator
Continuous Performance Management - Process
<Associate Name>
<Evaluator Name>
➢ Enter the topics for discussion for meeting
Associate Evaluator
Continuous Performance Management - Process
Eval. Name
<Evaluator Name>
<Associate Name>
Enter discussion topics
➢ You can view the log of meetings by selecting the associate name & clicking on “Meetings History”
Associate Evaluator
Continuous Performance Management - Process
Select Associate from here
Click here<Evaluator Name>
<Associate Name>
➢ Go to “Achievements” tab to view activities that are completed and can be tagged as achievements.
Associate Evaluator
Continuous Performance Management - Process
<Evaluator Name>
<Evaluator Name>
➢ To view only those achievements from a specific period, Click on the filter button & choose the required time
period
Associate Evaluator
Continuous Performance Management - Process
<Evaluator Name>
<Other Associate Name>
Click here
Associate Evaluator
Continuous Performance Management - Process
Apply filter
<Associate Name>
➢ Click on “+” icon to create 1:1 meeting
Continuous Performance Management - Process
Associate Evaluator
<Evaluator Name>
<Evaluator Name>
Search the Associate
Click here to send
Continuous Feedback
Associate Evaluator
Continuous Performance Management - Process
➢ Login to SuccessFactors
➢ Click on Home Dropdown ➔ Continuous Feedback, to view feedback
Steps
➢ Continuous Feedback displays Feedback Received, Feedback Given, and Requests Sent
Associate Evaluator
Continuous Performance Management - Process
Asso. Name
Associate 1 Name Associate 2 Name Associate 3 Name
➢ Below screen will appear to view the feedback given and request send
Associate Evaluator
Continuous Performance Management - Process
Associate Name
➢ Associate can send“ Request feedback” and “Give feedback” from the below screen
Associate Evaluator
Continuous Performance Management - Process
Asso. Name
➢ Click on the icon, search the associate and click on send button to request for feedback
➢ Evaluator can view the “Feedback” of his team as well from the same window
Associate Evaluator
Continuous Performance Management - Process
Other Asso. Name 1
Other Asso. Name 2
Other Asso. Name 3
Click here to search associate Click here to search associate
➢ Evaluator can view the “Feedback” for self & of his team as well from the same window
Associate Evaluator
Continuous Performance Management - Process
<Associate Name>
Feedback will be visible here
<Associate Name>
<Self>
<Associate Name>
Thank You !
