Symptom
- How are competencies populated in a PM form?
- This KB article provides information on managing competencies as well as the best ways to populate competencies onto forms
Environment
- SAP SuccessFactors Performance Management
- SAP SuccessFactors 360 Multi-Rater
Resolution
Creating Competencies in Competency Libraries
Competencies are added to forms by:
- Jobcode/Jobrole mapping
- The most common option is to map competencies to a persons jobcode
- Then in the performance form you configure the section to populate based on job code
- Go to Admin Center > Manage Templates > [Select your template]
- Edit Fields and Sections > select the Competencies section
- In the Section Type, select Job Specific. (This job code mapping is managed via families & roles)
- Matching Categories
- It's possible to configure a competency section to automatically populate with all competencies within this category
- This can only be used for Job-Specific competency sections. Using the category filter in a core competency section will have no effect
- Also this requires a configuration change in the template XML. For more information on how to add competency filters in the form, please refer to KB Article 2086591 - Excluding or Filtering Competencies in a Form - Performance & 360 Multi-Rater.
- Please engage with an SAP Partner for this type of configuration change
- Manually Adding
- It's also possible to configure a competency section with an Add Competency button so users manually select and add competencies from the library
- By default, this presents a popup list of competencies related to a jobcode/role
- This also provides opportunity to switch to other competencies to choose from the entire library
- The section can be prepopulated with competencies using the above options and the add competency button may be enabled, allowing users to add additional competencies to the section
- The Template tag to enable this is configurable=true
- Hard Coded Competencies or Custom Competencies
- A common option is to hard code specific competencies into the section of a form; however, this is NOT RECOMMENDED as competencies between a test instance and production are typically different
- A hard coded one will break when copied to production
- It is better to add the competencies to a specific "Category" in the library, then add a matching category filter to the section (see point number two)
- To add custom compentencies, please refer to KB article 2436341
Note: Hard coded competencies are not supported in Gap Analysis reports
Excluding a Competency
- To prevent certain competencies from populating on forms, refer to Competencies: Excluding or Filtering Competencies on Form
Hiding a Competency
- To hide a competency from populating please change the status to Hidden
IMPORTANT: Never delete a competency from the your library just because it's no longer needed. This will cause historical forms & reports to break!
See Also
Keywords
sf, success factors, pmgm, pm, job specific competencies, custom competencies, add competencies to form, core competencies, competency section , KBA , sf competencies & behaviors , LOD-SF-PM-FAM , Competencies Behaviors Families and Roles , LOD-SF-MTR-FRM , Forms and Templates , How To
Product
SAP SuccessFactors Performance & Goals all versions