2078697 - Other's Rating Tab Permissions in Performance Management

• How ratings work and are displayed in a PMv12A form is very different from a PM v11 form
• PMv12A introduces a new "Other's Rating" section on the form
• What is Ratings from Others section on the PMv12A form and how do we permission it?

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

SAP SuccessFactors Performance Management

• Other's Ratings collects a kind of audit trail of users’ ratings in the rating of record field (item-­‐rating)
• These are then displayed in the Other's Rating tab
• In the Modify Stage, the logged-in user ALWAYS sees his/her ratings & comments on the left side of the form
• In all stages, other users' ratings and comments are viewable on the right side of the form, but usually you have to click to find them

Other's Rating Tab Permissioning

• Within PM v12A, you can set permissions to the Other's Rating Tab within Manage Templates.

• These permission settings support granting and restricting access to specific roles within specific route steps as well.

• To access these permissions, navigate to Admin Center > Performance Management > Manage Templates > [Select the template]
  
  
• Notice these permissions in the "General Settings" menu by clicking "Show Advanced Options" and then clicking the "Other's Rating Tab Permission" link
• If you do not have a route map linked to the template, you will not be able to see these permissions

• It is also possible to control the visibility of Other's Rating tab per section. Please refer to KBA 2516933.
  
• The others-rating-tab-item-permission defines access on a field level within the Other's Rating tab
• This configuration controls the visibility of the ratings and comments within the Other's Rating tab
• It can also be defined in each goal (objective), development, or competency sections

Example of the XML code to use below the field permission:

<others-ratingtab-item-permission type="none">
       <role-name>*</role-name>
       <tab-item refid="item-rating"/>
       <route-step stepid="1"/>
       <route-step stepid="2"/>
</others-ratingtab-item-permission>

Note: in order to make changes in the XML, please contact your Implementation Partner. If you don't have a Partner, you can find for SAP Certified Partners via the SAP Partner Finder or, alternatively, speak with your Account Executive or Customer Engagement Executive about Professional Services options.

Partners: Refer to the PMv12A Implementation Guide. For Configuration or Implementation assistance, please submit your questions to Partner Delivery Community (KBA 2116056).

Relabeling the Ratings from the Others Tab

• Change the label of Ratings from Others via Admin Center > Text Replacement
• (Currently available only for English US and English UK. For other languages, please refer to Manage Languages feature)

• KBA 2516933 - How to define the Others Rating Tab per section and not for the whole PM form - Performance Management
• KBA 2250186 - SCR Form: XML Software Change Requests for PM / 360 Reviews Performance Processes / Templates

SuccessFactors, Success Factors, SF, PM, Performance, form, template, PMGM, others, ratings from others, form, template , KBA , sf pm v12 ratings , LOD-SF-PM-RAT , Ratings and Weights , How To