2848264 - Overview Portlet - People Profile

• How do we control the mini 9-box that displays in the Scorecard Overview Portlet?
• Why does a small 9 box show in the overview for some people but not others?
• How do we disable the mini matrix grid?
• Why are some users unable to edit the 9-box? 

"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 Succession Management

The Overview portlet displays information about the employee's ratings, hire date, time in position and Matrix Grid Placement. However, it is a legacy portlet with potentially confusing behavior and it can be tricky to configure it in a way such that it is completely aligned with the Matrix Grid Report. So, Cloud Product Support actually recommends using other available portlets in its place. Other portlets that can be used to convey the same information: Performance History, Trend Elements (sysOverallPerformance, sysOverallPotential, sysOverallObjective, sysOverallCompetency) and the Matrix Grid Placement History portlet.

The first four elements display the average or latest rating for Performance, Potential, Objective and Competency. Following, the "Hire Date" and "Date of Position" fields are displayed. Finally, the portlet displays a mini 9-box for Performance-Potential and How vs. What, which also allows the users to give new ratings.

All rating information on this portlet is subject to the process (sources, date range and whether to include in-progress forms) selected in the People Profile: Configure People Profile > General Settings > Talent Data Settings

This Wiki article discuss and explain the following topics:

• Show Ratings as
• Average or Latest Rating
• Rounding Rules
• Rating Scales
• Rating Labels
• Hire Date" and "Date of Position" fields
• Mini 9-box for Performance-Potential and How vs. What

It should be noted that this is a legacy portlet with potentially confusing behavior and it can be tricky to configure it in a way such that it is completely aligned with the Matrix Grid Report. So, Cloud Product Support actually recommends using the Matrix Grid Placement History portlet in its place.

SuccessFactors, SF, Employee Profile, normalized rating rounded, unrounded, average, latest, hire date, date of position, mini 9 nine box, overview portlet, mini 9box, matrix grid, sysOverallPerformance, sysOverallPotential , KBA , LOD-SF-SCM-POD , Home Page, Pods and Portlets, To Do List , LOD-SF-EP-PP3 , DO NOT USE [Use a sub component of LOD-SF-EP] , How To

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