Symptom
This KBA article provides an overview of Engagement Cards, available under the "For You Today" Section on the Latest Home Page. It also highlights a list of Quick Actions available on the Latest 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 HCM Suite
Resolution
For You Today "Engagement Cards"
- The For You Today section shows you tasks you need to complete and other content that's relevant to you through Engagement Cards.
- Many tasks in the For You Today section are also items on your to-do list and they also appear on the to-do panel. When you complete a task, it disappears in both places.
- Some cards in the For You Today section aren't tasks, they're informational. For example, you're notified when you receive a spot award or when your dynamic team achieves a key result.
- Engagement Cards are dynamic, and content displayed on the home page cannot be controlled. The system determines when cards appear and disappear, administrators can't choose which Engagement Cards appear on the home page.
- It is expected that two users will not have the same sets of engagement cards.
- Currently, there is max limitation of 20 tasks / cards at a time in For you Today tiles. If there are more than 20 tasks pending, only the older 20 tasks will be shown.
List of the available Engagement Cards
Note: For a list of To-Do's which appear in For You Today see KBA 2979675 - The Latest Home Page To-Do's for Web and Mobile:
Engagement Card | Module | Details | Prerequisites |
Spot Award | Reward and Recognition | The Homepage displays the Reward and Recognition card when an employee receives an award, and employees select the card to get details on their award. Manager or Admin nominates a user for a Spot Award. User will see the Spot Award card on the Home Page. See more details on SAP Help Reward and Recognition: Spot Awards | |
Job Applications | Recruiting | The card displays job applications a user has applied to. Clicking on the "My Applications" button takes you to a list of pages which display all jobs the user has applied to. The card also takes you to the view/edit page of that application. A user can apply to new job requisitions and it will also manifest (in addition to existing job applications) as an Engagement Card. As the application status is updated, it will reflect in the engagement card. More details are in Using Job Application Engagement Cards in Latest Home Page for Internal Candidates |
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Goals | Goals | This card will surface goals that are 15 days approaching due date for performance goals, 30 days approaching due date for development goals, or overdue and the status has not been set to 'Complete'. Marking the card as complete will dismiss the card. See more details on SAP Help Guide on Goals on the Latest Home Page | End date or Due Date must be configured |
Activities | Continuous Performance Management | This card shows any update to activities created by a user. User has existing activities or creates activities. The user’s manager adds comments to the user’s activities. All comments made by the manager on the activities will manifest as Engagement Cards on the user’s Home Page. More details on SAP Help Guide Continuous Performance Management | UXR Continuous Performance Management must be enabled |
Compensation Statement | Compensation |
Once statements are generated, admins can send out home page notifications to employees where they can view their revised remuneration. See more details on SAP Help Guide Sending Compensation Statement Notifications |
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Off-cycle Payment | EC-Payroll |
This card is generated when an off-cycle payment is made to a user. Upon clicking, it will show high level details. Engagement card for off-cycle bonus payment feature will be available to customers only when Synchronization Support Package EA-HR SP86 is available. In order to start using this, customers have to apply SP86 in their Employee Central Payroll system. See more details on SAP Help Guide New Pay Statement Integration Option |
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Survey | Qualtrics |
Admins can set up surveys in the “Manage Home Page” experience to surface Pulse/Engagement surveys as an engagement card. They will be on the Home Page until the end date of the survey, even if a user has completed the survey. See more details on SAP Help Guide Showing a Qualtrics Survey Card on the Home Page, and the Integrating SAP SuccessFactors with Qualtrics Admin Guide. |
Pulse Survey must be enabled in Qualtrics & applied to entire company |
Bonus Payout | Variable Pay |
Notify employees of their revised bonus plans for the compensation cycle directly on the home page. See SAP Help Guide Sending Bonus Plan Notifications Through Home Page |
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Onboarding | Onboarding 1.0 |
The card appears when Admins set up an Onboarding-specific type of custom card. It will be displayed only to users assigned to a specific dynamic group of onboardees. This card will be available in a separate swim lane to denote users are for Onboarding. More details on SAP Help Portal Adding or Editing Custom Cards for the Latest Home Page | Applicable only for ONB 1.0 customers |
Time for a break? | Time |
The card appears on the home page when it has been more than 30 days since the user's last vacation, and they have no planned vacation in the next 60 days. More details on SAP Help Portal Using Employee Central Time Management, Requesting Time Off | Employee Central Time Off |
Workflow Delegation Request | Employee Central |
This card is used to accept or reject auto delegation requests. See more details in the SAP help guide Accepting or Rejecting Delegation Requests in on Latest Home Page |
Employee Central enabled |
Upcoming Delegation | Employee Central |
Workflow Delegation Request card that appears in the For You Today section when such a request is coming. See the SAP Help Guide Workflow Auto-Delegation on the Latest Home Page |
Employee Central enabled |
Help Us to Know You Better | Onboarding |
The new hire experience for onboarding allows new hires to view and complete their Onboarding process on the latest home page. See more details in SAP Guides. This Card is the data collection card. | ONB 2.0 |
Your Compliance Forms | Onboarding |
The new hire experience for onboarding allows new hires to view and complete their Onboarding process on the latest home page. See more details in SAP Guides. This Card is for your compliance forms. | ONB 2.0 |
Welcome Aboard! | Onboarding |
This Card is Managers Welcome Message. | ONB 2.0 |
Your Onboarding Guide | Onboarding |
This Card takes the new hire to their Onboarding guide landing page. Visibility of employee data in the People to Meet should have the following permissions: | ONB 2.0 |
Review Employee Performance | Performance Management and Goals |
The cards allow managers and employees to view the Review Employee Performance task and Review Your Performance task. More details on SAP help guide |
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Complete 360 Evaluation |
Performance and Goals |
The card allows managers and employees to view the Complete 360 Evaluation task and Complete their 360 Evaluation task. These cards ensure users give prompt attention to 360 reviews that await their response. See more details in the SAP Help Guide Implementing and Managing 360 Reviews | |
Learning Assignments | Learning |
The cards appear for Learning Assignment tasks. See more details in the links below: | |
Birthday Card | Employee Central |
Birthday cards that remind you when team members have an upcoming milestone. On the first day of the month, you're reminded of all birthdays on your team in the coming month. On the day of the milestone, you see another reminder to congratulate them. To enable this card, refer to KBA 3116231 - Birthday and Work Anniversary Cards on the Latest Home Page - 2H 2021 |
3116231 - Birthday and Work Anniversary Cards on the Latest Home Page - 2H 2021 |
Service Anniversary Card | Employee Central |
Service Anniversary cards that remind you when team members have an upcoming milestone. On the first day of the month, you're reminded of all the work anniversaries on your team in the coming month. On the day of the milestone, you see another reminder to congratulate them. To enable this card, refer to KBA 3116231 - Birthday and Work Anniversary Cards on the Latest Home Page - 2H 2021 |
3116231 - Birthday and Work Anniversary Cards on the Latest Home Page - 2H 2021 |
Job Profile Changes | Performance Management |
This card is a To-Do task so users can acknowledge changes to their Job Profile. |
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My Team | Platform |
The My Team reminder card informs you when your direct reports have tasks that are overdue or due in the next 7 days. Use the card to send them an email reminder. | |
Complete Calibration | Calibration | The card prompts user to review and complete a calibration form for self or others. More details on SAP Help Guide. Calibration on the Latest Home Page | SAP Help Portal |
Quick Actions
- Intended to allow users to perform a quick task without navigating away from the Home Page.
- The user would have a maximum number of 16 quick action cards on their homepage. The 2 quick actions that will show for every user are "View Reminders" and "View Favorites". These two quick actions are default and cannot be hidden. If someone is in the target audience for more than 16 quick actions, at any given time, only the first 16 are displayed, according to the display order that's set on the Manage Quick Actions page.
- Quick Actions are driven by company features in Provisioning or Upgrade Center.
- Starting from 2H 2023 release, the names of quick actions on the home page begin with the pronoun "my". It's used consistently when referring to things that are specific to the user.
- Starting from 2H 2023 release, the quick actions tiles on the home page are displayed in five different colors by default.
Note: Administrators can control which quick actions appear on the Latest Home Page. See choosing which Showing or Hiding Quick Actions on the Home Page
Note: If you are missing cards in proxy mode, see details on 3113104 - Latest Home Page - Proxy Permission Mapping
See list of currently available under Quick Actions available for the latest home page:
- View Favorites
- View Reminders
- Manage My Team
- Recognize
- Manage My Data
- View My Time Sheet
- Request Time Off
- View Team Absences
- Delegate My Workflows
- View Admin Alerts
- Complete Payroll Tasks
- View My Pay Statement
- View Learning Administration
- View My Learning
- View Opportunity Marketplace
- View Favorite Reports
- View Tile Reports
- Clock My Time
- Request Feedback
- Give Feedback
- Manage My Goals
- View Company Documents
- View Dynamic Teams
- Activate Mobile App
- View Org Chart
- View My Profile
- View Candidate Talent Pools
- View Report Center
- Create Activity
Note: End user favorites on the legacy home page quick links tile are not migrated over to Favorites quick action. The new home page has enhanced capabilities for admins to surface new custom links per user group and bring more content for users to find in the “available” tab for selecting new favorites.
Additional details can be found on some of the quick actions on the table below:
Important Note on Quick Actions for Mobile:
Currently, the following cards are not available on Mobile: Manage My Team, Complete Payroll Tasks, View My Profile, View Org Chart, View Admin Alerts, View Report Center, and Manage My Goals
Quick Action | Module | Details | Prerequisites |
Give Spot Award | Reward and Recognition |
Recognizing someone with a spot award (Note for Mobile: the Quick Action will be available on Mobile with December release). More details in the admin guide Reward and Recognition: Spot Awards |
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Create Activity | Performance Management |
Quick Action for create activity. |
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Manage My Goals | Performance Management and Goals |
Quick Action takes you to Goals. |
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Manage My Team | Platform |
Quick action enables managers to review information about their team of direct reports and take necessary action. |
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Clock My Time | EC-Time |
Quick action enables you to clock in and clock out. | Requires Time Tracking |
Complete Payroll Tasks | EC-Payroll |
Quick action takes you to your payroll tasks. It enables you to view the list of employee events and the corresponding info types that should be updated or maintained for payroll requirements. You can view task details and set the status of the payroll tasks. | Requires Employee Central Payroll |
Delegate My Workflows | EC-Workflow |
Quick action enables you to assign a delegate to process your workflows during a specified period. | |
View My Profile | Employee Profile |
Quick action takes you to your People Profile. | |
View Org Chart | Platform |
Quick action takes you to the company organization chart. | |
View Admin Alerts | Platform |
Quick action takes you to Admin Alerts. | |
View Team Absences | EC-Time |
Quick action takes you to the absence calendar for your team. |
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Request Time Off | EC-Time |
This card allows users to create a time off request on Home Page. | Requires the Time Off feature in Employee Central |
Request Feedback | Continuous Performance Management |
Requesting feedback on your performance. More details in SAP Help Guide Latest Version of Continuous Feedback |
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View My Pay Statement | EC-Payroll |
The quick action ‘View pay statement’ will display pay statement data like gross, payout, and pay date after the Support Package EA-HR SP86 is available. See more details on SAP Help Guide New Pay Statement Integration Option Note: Quick Action > Pay Statement URL expires after it's been clicked. This is by design and only works once in a session. To view again, close the quick action and refresh your browser. Note: Feature will be available to customers only when Synchronization Support Package EA-HR SP86 is installed. |
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Important Notes:
- If content is missing from the Latest Home Page, contact your Implementation Partner to ensure your company has the module enabled via Provisioning / Upgrade Center and required permissions have been granted.
- In case of issues with any of the engagement cards, please reach out to the module team listed in the tables above.
- For questions about the configuration of a module for your company, reach out to your Implementation Partner. If you do not have an Implementation Partner, create a support case for Module Team responsible for the Missing Card.
- The card reappears 7 days after dismissing it.
See Also
- SAP Help Portal > SAP SuccessFactors Platform > Latest Home Page Experience for End-Users
- SAP Help Portal > SAP SuccessFactors Platform > Showing or Hiding Quick Actions on the Latest Home Page
- SAP Help Portal > SAP SuccessFactors Platform > Minor Visual Changes in 2H 2023
- 2979275 - New Experience for the Home Page
- 2979675 - The Latest Home Page where to find To-Do's
- 2988059 - The Latest Home Page Limit to custom cards that can be displayed
- 3079385 - Job Application Engagement Cards - Recruiting Management
- 2979675 - The Latest Home Page where to find To-Do's for Web and Mobile
- 3113104 - Latest Home Page - Proxy Permission Mapping
- 3116231 - Birthday and Work Anniversary Cards on the Latest Home Page
- 3129784 - My Team Quick Action Not displaying on the Latest Home Page
- 3129891 - Unable to change theme for Custom Cards on the Latest Home Page
- 3033503 - Latest Home Page Custom Card Limitations
Keywords
sf, success factors, PLT, engagement cards, v4, action items, for you today, section, error on quick card, new home page, minor visual things, quick cards , KBA , LOD-SF-PLT-LHOM , Latest Home Page , LOD-SF-OBX-HP , Home Page for Onboarding 2.0/ Tiles , How To
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