Symptom
Is it possible to launch a PM form without a rating scale defined in "General Settings"?
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 Performance Management
Resolution
It is not mandatory to have a rating scale in General Settings, if the PM template has no Summary section.
Instead rating scales can be defined only within individual Competency/Goal sections.
In order to set this up, the PM template XML would need to be updated - see example below.
Note: 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.
<meta-rated>true</meta-rated> would need to be changed to <meta-rated>false</meta-rated> and the section <fm-sect scale... would need to be removed
Before:
<fm-meta>
<meta-form-id>-1</meta-form-id>
<meta-rated>true</meta-rated>
<meta-rating>0.0</meta-rating>
<meta-scale>0.0</meta-scale>
<meta-grp-label><![CDATA[Group]]></meta-grp-label>
<fm-sect-scale show-value="true">
<scale-source>1</scale-source>
<scale-id><![CDATA[Review Scale]]></scale-id>
<scale-type><![CDATA[null]]></scale-type>
<scale-adjusted-calculation enable="false" display-calculated-rating="false">
</scale-adjusted-calculation>
</fm-sect-scale>
<meta-item-weight-floor-ceiling-option>enforce</meta-item-weight-floor-ceiling-option>
<enable-previous-step-button><![CDATA[false]]></enable-previous-step-button>
<enable-delete-button><![CDATA[false]]></enable-delete-button>
<my-team-rater/>
</fm-meta>
After:
<fm-meta>
<meta-form-id>-1</meta-form-id>
<meta-rated>false</meta-rated>
<meta-rating>0.0</meta-rating>
<meta-scale>0.0</meta-scale>
<meta-grp-label><![CDATA[Group]]></meta-grp-label>
<meta-item-weight-floor-ceiling-option>enforce</meta-item-weight-floor-ceiling-option>
<enable-previous-step-button><![CDATA[false]]></enable-previous-step-button>
<enable-delete-button><![CDATA[false]]></enable-delete-button>
<my-team-rater/>
</fm-meta>
Please note that once the PM template has been updated, you will still see under "General Settings" a warning message, however, this can be ignored on this scenario.
Keywords
Rating Scale, PM, Performance, form, template, rating, ratings, general settings, section, competency section, goal section , KBA , LOD-SF-PM-RAT , Ratings and Weights , How To