2068817 - Permissions - Named vs Anonymous 360 Processes

Symptom

Learn how to effectively use the application for anonymous and named 360 cycles.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP SuccessFactors 360 Multi-Rater

Resolution

It is possible to configure a 360 form to have various levels of anonymity.
For example:
1. You can configure that the manager can see the 360 form as named, but the employee can only see it as anonymous.
2. The employee can see responses from his manager or peers as named, but the responses from his direct reports is anonymous.

That being said, there is currently no way to grant someone with the ability to remove participants comments. Even if you can see the comments.

How to configure in your 360 template?

In Provisioning, access your 360 form template and select the option Anonymous 360 or Participant names on 360. To complete tasks in Provisioning, contact your implementation partner. If you're no longer working with an implementation partner, contact SAP Cloud Support.

Anonymous 360

In Anonymous 360 Process, users will not be able to see the names of the participants in the Evaluation Summary. The Username will show as "Anonymous" in all route map stages.

anonymous 360 fiori.jpg

Show Participants in Status Summary (Applicable to Anonymous 360's only)

By default, no participant names are listed for Anonymous 360s. But if you would like to display the names of the participants (in random order) in the Evaluation Summary during the evaluation phase of an Anonymous 360, enabled the option Show Participants in Status Summary (Applicable to Anonymous 360's only) in Admin Center > Form Template Settings.
Note: names will display in random order. With no way to correlate the names with actual reviews, so anonymity isn't jeopardized.

You might want to use this feature if you're also using the Enable Add New Participants after 360 Evaluation starts option, because your users can see who they've already chosen to participate, and if they need to add more users, they can ensure that they aren't selecting the same users.

Hide the email sender for 360 Document Complete Notification and 360 Document Reject Notification. (Only applicable for Anonymous 360).

Enable this setting in Admin Center > Form Template Settings. This option lets admin configure sender options for the 360 Complete document email notifications. It can be set to hide the From field so that the manager cannot see the name of the sender. The email text can also be edited in E-mail Notification Templates Settings.

Participant names on 360 (Named 360 Process)

In Named 360 Process, the participant names are visible in the Evaluation Summary of your 360 forms. However, it is possible to make a 360 anonymous for someone and named for others in Named 360 process.

Configuration of rater-id-permission

This element (<rater-id-permission>) defines who can see the rater identities in which routing step. This only makes sense in an Open or Named 360 in which you can choose to hide rater identities in certain 360 routing steps, including 360 Evaluation Stage and Completed Stage.
For 360 evaluation stage, use this special stepid: "360EvaluationStage".
For Completed Stage, use this special stepid: "CompletedStage".
This is configured in the meta section of the form template xml.

After enabling Participant names on 360, add the following XML example in the meta section after:
<meta-cat hidden-threshold="0" min-count="0" max-count="2147483647" ><![CDATA[Self]]></meta-cat>

Note: Originator (O) is not supported in this permission.
For more role descriptions, please refer to 2068683.

Here are example codes for rater-id-permission:

Example 1: The following example hides all rater identities for all users in all stages; that is, every rater is shown as Anonymous and in effect it turns an Open 360 to an Anonymous 360.

<rater-id-permission type="none">
<rater-category>*</rater-category>
<role-name>*</role-name>
<route-step stepid="*"/>
</rater-id-permission>

<rater-id-permission type="none">
<role-name>*</role-name>
<route-step stepid="*"/>
</rater-id-permission>

Example 2: The following example hides all rater identities for all users in 360 Evaluation Stage.

<rater-id-permission type="none">
<rater-category>*</rater-category>
<role-name>*</role-name>
<route-step stepid="360EvaluationStage"/>
</rater-id-permission>

<rater-id-permission type="none">
<role-name>*</role-name>
<route-step stepid="360EvaluationStage"/>
</rater-id-permission>

Example 3: The following example hides all rater identities for ALL users in 360 Evaluation and Completion Stage EXCEPT for the Manager.

<meta-cat hidden-threshold="0" min-count="0" max-count="2147483647" ><![CDATA[Self]]></meta-cat>
<rater-id-permission type="none">
<rater-category>*</rater-category>
<role-name>*</role-name>
<route-step stepid="*"/>
</rater-id-permission>
<rater-id-permission type="enabled">
<rater-category>*</rater-category>
<role-name>EM</role-name>
<route-step stepid="360EvaluationStage"/>
<route-step stepid="CompletedStage"/>
</rater-id-permission>
<meta-360-rollup-category-name><![CDATA[Upward]]></meta-360-rollup-category-name>

Anonymous View for Named 360s

Anonymous View allows users to select if they want to display the Detailed 360 Report with names or without names.
The primary use of this feature is when the report is enabled for Managers, who print the reports to give to employees and want to print it as an anonymous view. When viewing the report, users can select if they want the named view or the anonymous view.

Note: This feature is only applicable to named 360s. The 360 must be named, but you can hide the information from displaying.

To enable the anonymous view, go to Admin Center > Form Template Settings > Check the option Enable the Anonymous 360 Detailed Report View.

FAQs

Can we change from Public to Anonymous or back After Launch?

No. Our configuration of levels of anonymity must be done at the time the form is created. This means, before the 360 review process, you need to know who you want to grant access to see named participants. Also, once the form is created and the process kicked off, you can't change it. So it's not really an on/off switch, it's more like a configuration.

Using Roll Up for Unmet Thresholds

You can enhance anonymity by having your program configured to leverage roll ups. Please contact your Professional Services team or SAP Partner if you do not have this as part of your configuration. They can discuss the available options.
A common example is that if a certain number of responses are not given for a category, then these responses will be rolled up into another category, which makes it more difficult for people to guess who made the comments.

Enable enhanced Detailed 360 Report anonymity

Go to Admin Center > Form Template Settings > Select your template > Enable enhanced Detailed 360 Report anonymity.
You can display comments without showing the Rater Category in the Detailed 360 Report, and you can now disable the Expand Categories option. You can make these changes at the template level by enabling this feature.

Reporting which anonymous participants haven't completed their forms

This is currently not available. If you think this possibility would be useful for your business, please share your ideas via Customer Influence Portal for our Product Management team to review. Once you have submitted your idea, other customers and partners can vote for it and your votes help us to prioritize ideas that we will consider for upcoming product releases.

Ensure participants anonymity (i.e. reading comments, making sure enough participants were included to protect anonymity based on category)

The Post Review Phase is a phase that can be used after the Evaluation but before the Completion or Signature Phases that will let you make changes to ensure that you can get the complete feedback you want. In this phase, you can add more Participants, in case too many originally invited Participants declined.

For more details about the Post Review Phase, please refer to 2069248.

Keywords

anonymous, 360, rater-id-permission, multi-rater, step, permission, public, launch, unmet threshold, manager, employee, peer, open 360, named 360, multirater, multi rater, reviews, success factors, SF, SFSF, mtr , KBA , csg_q , sf 360 , LOD-SF-MTR-FRM , Forms and Templates , LOD-SF-MTR-ADM , Admin Center, RBP, Permissions and Settings , How To

Product

SAP SuccessFactors Performance & Goals all versions

2068817 - Permissions - Named vs Anonymous 360 Processes - 360 Multi-Rater