SAP Knowledge Base Article - Public

2251229 - The 'Team Summary' Tile in the Home Page

Symptom

This KB article provides information on the views available in the Team Summary tile in the Home Page.

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 Presentations
  • SAP SuccessFactors HXM Suite
  • SAP SuccessFactors Employee Central
  • SAP SuccessFactors Performance Management
  • SAP SuccessFactors Succession Management
  • SAP SuccessFactors Job Profile Builder

Resolution

The Team Summary tile is a pre-packaged presentation available for employees who have moved from an individual contributor to a manager. The summary contains key details and metrics about their direct reports, and can be used to deliver team insights in the Home Page.

Prerequisite

  • Intelligent Services must be enabled for the instance via Upgrade Center

Views available on Team Summary

  1. Team View (Company Org Chart)
  2. Team Location
  3. Competency Gaps
  4. Performance History
  5. Performance-Potential Matrix
  6. Impact of Loss vs Risk of Loss

Team Summary Views

  1. Team View (Company Org Chart)
  • The Team View displays the user's team (direct reports) in a hierarchical view and allows navigation to the user's profile by clicking on the user.
  • Its layout is similar to the Team View Live Slide from Presentations:

  1. Team Location
  • The Team Location is only available for customers using Employee Central.
  • This section plots users on a map based on the "Business Address" of the "Location" object associated to the user's "Job Information". For more details see sap help link Foundation Objects for Structuring Your Business
  • Users are plotted randomly at a city level to avoid overlaps.

TeamLocation.png

  1. Competency Gaps
  • The Competency Gaps displays the gap analysis of the manager's direct report for each competency configured for the user's role.
  • Managers can identify gaps between a user's current competency ratings and the ratings required for the competencies by job code.
  • Competencies can be for either core values you have set for your company, or job specific competencies.
  • Gaps are calculated using the expected rating from Manage Job Profile Content.
  • As per the current system design, the rating scale will always be 5 points in the Competency Gaps.

CompGap.png

  1. Performance History
  • The Performance History displays a graph plotting the user's direct reports according to their Performance ratings.
  • The graph will show a 5-point scale regardless of the rating scale configured for the process selected.

Example: If the rating scale configured for the process selected is a 3-point scale, the graph in the Team Summary tile will show a 5-point scale, but users will be plotted within the 3-point scale.

PerfHistory.png

  1. Performance-Potential Matrix 
  • The Performance-Potential Matrix displays the user's direct reports plotted in the Matrix Grid Report.
  • The grid settings you see are configured through Admin Center > Succession > Matrix Grid Rating Scales > Performance and Potential.

PerfPotMG.png

  1. Impact of Loss vs Risk of Loss
  • The Impact of Loss vs Risk of Loss displays the user's direct reports plotted in a matrix grid according to their values for "Risk of Loss" and "Impact of Loss":

LossMG.png

See Also

Implementing and Managing Intelligent Services - Team Summary Tile for Intelligent Services

Implementing and Managing Intelligent Services - Individual Contributor to Manager

Keywords

SF, success factors, Admin Center, Centre, Tools, PLT, platform, BizX, biz x, EC, SCM, tiles, panel, SFSF, jpb, scm, pm, pmgm, ec, teams, summaries, to do, to-do, todo, performance, potential, competencies, slides , KBA , LOD-SF-PRS-POD , Home Page, Pods and Portlets, To Do List , LOD-SF-EC-JOB , Job Information , LOD-SF-EC-FOO , Foundation Objects (Organisation, Pay and Job Structures) , LOD-SF-PLT-LHOM , Latest Home Page , LOD-SF-EC-ITS , Intelligent Services (EC Components Only) , LOD-SF-PLT-ISC , Intelligent Services , LOD-SF-PLT-TOD , To-Do List Issues , LOD-SF-PM-POD , Home Page, Pods and Portlets, To Do List , LOD-SF-SCM-POS , Position Imports, Sync, Tiles etc. , LOD-SF-TIH-JPB-ADM , Admin Center, Settings, Permissions , LOD-SF-SCM-POD , Home Page, Pods and Portlets, To Do List , How To

Product

SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HCM all versions ; SAP SuccessFactors Performance & Goals all versions ; SAP SuccessFactors Succession & Development all versions