2149125 - Identifying the Source of Ratings in the Trend Portlets

• Is it possible to indicate where the ratings come from (source) in the Trend portlets (performance/potential/competency/objective)?
• What additional fields are available to be configured for the Trend portlets?
• What information do these fields provide?
• How to configure these fields for the rating portlets? 

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 HXM Suite
• SAP SuccessFactors Calibration
• SAP SuccessFactors Performance Management
• SAP SuccessFactors Succession

First, the following are what considered as trend portlets:

• sysOverallPerformance
• sysOverallPotential
• sysOverallCompetency
• sysOverallObjective
• sysOverallCustom1
• sysOverallCustom2

Or In Configure People Profile Tool, it shows Block Type: TREND_BLOCK

With the Trend portlets (Performance, Potential, Competency and Objective portlets) from the Employee Profile, there is an option to include the “source” and “module” field.

The “source” and “module” fields, within the Trend portlets, allow users to identify where each rating comes from and how the rating was added to the system.

The “source” field displays where the rating comes from (such as the name of the form) and the “module” field displays how the information was added to the system (such as Performance Management).

Examples

• Calibration Session: ratings calibrated from the employee profile.
• Source: Calibration Session Name
• Module: “Calibration”
  
  
• Performance Forms:
• Source: Performance Form name
• Module: “Performance Management”
  
  
• Ratings from the Employee Profile:
• Source: “Live Profile”
• Module: “Self Service” or “Import” (If the information was imported through Extended User Information Import)

• Ratings from Overview Portlet Mini 9 box:
  • Source: “Scorecard”
  • Module: “Scorecard”

Porlets with Fields Included

Options available for Trend Portlet in Configure People Profile Tool in Admin Center. This is where you can define Block Layout if List View or Table View as shown in the screenshot above.

SF, success factors, EP, SCM, PMGM, PM, CAL, Trend portlet, Trend block, Rating source, Source, Live profile , KBA , LOD-SF-SCM-POD , Home Page, Pods and Portlets, To Do List , LOD-SF-EP , People Profile , LOD-SF-PM , Performance Management , LOD-SF-SCM-ADM , Admin Center, RBP, Permissions and Settings , LOD-SF-SCM-FRM , Forms & Templates , LOD-SF-CAL , Calibration Module , How To

SAP SuccessFactors HCM Suite all versions ; SAP SuccessFactors Performance & Goals all versions ; SAP SuccessFactors Succession & Development all versions