2416214 - Launch Form with Groups "Dynamic Group" and "Shared Group" - Performance Management

• In the Launch Forms tool, what are the options to launch forms to a group of employees using dynamic filters?
• What is the difference between the options Select Employees > Group of Employees:
• Dynamic Group
• Shared Group

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SAP SuccessFactors Performance and Goals

There are 4 methods to define/select a group of employees. This can be done via Admin Center > Launch Forms tool:

• Launch form via "Dynamic Group" (My Groups)
• Launch form via "Shared Group" (Employee Groups)
• By uploading CSV file
• Find employees by filters

This KB article explains the "Dynamic Group" & "Shared Group" options, which are set up separately in the system.

• The My Groups is a feature that allows users to create their own people based group definitions which can be used in several locations in the application.
• These groups cannot be shared.
• To manage groups, from the account navigation menu (top right corner) select Options > Groups

Note: The "Dynamic Groups V2 (My Groups)" feature must be enabled in provisioning. (Contact your implementation partner for assistance.)

For information on My Groups/Dynamic Groups v2 see: KBA 2088248 - The My Groups Feature in SuccessFactors

Employee Groups is a shareable group feature. Shared Groups differ from My Groups in several ways:

• Groups are shareable, they can be created by one admin (e.g. PM Admin) and used by another (e.g. Comp Admin).
• Shared Groups are maintained in Admin Center > Update User Information > Manage Employee Groups.
• Groups may include inactive users.
• To display "Shared Group" option in Launch Forms tool,"Enable Shared Groups for Inbox and Launch Forms" option need to be turned on via Provisioning>Company Settings.

For more information see KBA 2166545 - What is Manage Employee Groups

Launch form via Dynamic Group (My Groups)

• From the Select Employees menu in Launch Forms, select Dynamic Group.
• You will have the option to choose an existing group or create a new group.
• If chosing an existing group, you can edit, copy or delete the group.

• The groups can be created or editied from the Launch Forms tool.
• Groups can be defined to include users from several categories and individual users, groups can be further refined by excluding users from the group.

Launch form via "Shared Group"

• From the Select Employees menu in Launch Forms, select Shared Group.
• Select a group from the dropdown list.

 

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