SAP Knowledge Base Article - Public

2086134 - Adding Competencies to a Performance Management Form


  • 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


  • SAP SuccessFactors Performance Management
  • SAP SuccessFactors 360 Multi-Rater


Creating Competencies in Competency Libraries

Competencies are added to forms by:

  1. 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
      1. Go to Admin Center > Manage Templates > [Select your template]
      2. Edit Fields and Sections > select the Competencies section
      3. In the Section Type, select Job Specific. (This job code mapping is managed via families & roles)
  2. 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
  3. 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
  4. 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

Hiding a Competency

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

  • KB article 2436341 - Custom Competencies in SuccessFactors Performance Management
  • KB article 2086591 - Excluding or Filtering Competencies in a Form - Performance & 360 Multi-Rater


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