SAP Knowledge Base Article - Public

2747831 - Configuring Trend Elements Rating Scale Without Succession Management License

Symptom

  • The rating scale for the Trend elements must be configured to be used in Employee Profile or Performance Forms
  • The option to configure the rating scale is not available in Admin Center, as Succession Management is not enabled for the instance
  • How to configure the rating scale for the following Trend elements:
    • sysOverallPerformance
    • sysOverallPotential
    • sysOverallCompetency
    • sysOverallObjective
    • sysOverallCustom1
    • sysOverallCustom2

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 and Goals
  • SAP SuccessFactors Succession and Development
  • SAP SuccessFactors Employee Profile

Resolution

  • The Trend elements rating scale can be configured in Admin Center > Matrix Grid Rating Scales:

MXG_RatingScaleConfig.png

  • The Trend elements rating scales are linked to the Matrix Grid Reports feature from Succession Management. Thus, instances not using Succession Management, will not see this tool in Admin Center
  • To enable this tool in Admin Center, the feature Matrix Grid Report (9-Box) must be enabled in Provisioning > Company Settings. To complete tasks in Provisioning, contact your Implementation Partner. If you are no longer working with an Implementation Partner, contact SAP Cloud Support, by opening an case with the Succession Team (LOD-SF-SCM-MXG)
  • After enabling this feature in Provisioning, it is necessary to provide the required permission in Role-Based Permissions (RBP), for users to access this page in Admin Center:
    1. Go to Admin Center > Manage Permission Roles
    2. Select the desired role > Click Permission
    3. Under Manage Succession, enable the permission Matrix Grid Rating Scales
    4. Save the changes

Keywords

SF, Success Factors, Matrix 9-box, SCM, PMGM, PM, EP , KBA , csg_q , LOD-SF-SCM-MXG , Matrix Grid Reports (9 Box) , LOD-SF-PM-RAT , Ratings and Weights , LOD-SF-EP-PORT , DO NOT USE [Replaced by LOD-SF-PM-POD] , How To

Product

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