SAP Knowledge Base Article - Public

2979181 - For You Today Engagement Cards & Quick Actions on The Latest Home Page

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 HXM Suite

Resolution

For You Today "Engagement Cards"

Engagement cards on the home page represent the first layer which provides the most required information necessary to perform a task. If more information is needed to perform an action, a dialog shows up. Clicking on a “View Details" link will navigate away from the home page. Users can navigate to an application page from Home Page. To navigate to a module page, users can click on a specific page link. Engagement Cards are dynamic, and content displayed on the home page cannot be controlled. It is expected that no two users will have the same sets of engagement cards. The system determines when cards appear and disappear; administrators can't choose which cards appear on the home page (besides custom cards). Sometimes the For You Today section can be blank if there's no content to show.

See list of the available engagement cards under For You Today (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):

Important Note on Engagement Cards for Mobile: Currently the following engagement cards are not available on Mobile. This includes My Team, Onboarding, Job Application, Payroll off-cycle payment, Compensation, and Bonus Payout.

Engagement Card Module DetailsPrerequisites
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
  1. Recruiting v2 Must be enabled
  2. Permission to "Career Tab" should be granted 
GoalsGoals 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 PageEnd 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 ManagementUXR Continuous Performance Management must be enabled 
Compensation StatementCompensation 

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

  1. The latest home page must be enabled from Upgrade Center.
  2. The Send Personal Statement and Bonus Plan Notifications permission must be enabled.
  3. Statement must be generated for users.
  4. End users must have statement view permissions defined.
Off-cycle PaymentEC-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

  1. Synchronization Support Package EA-HR SP86 must be installed in your Employee Central Payroll system.
  2. Latest Home Page Enabled 
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

  1. The latest home page must be enabled from Upgrade Center
  2. Employees are on the completed worksheets.
  3. Live Profile Visibility is enabled in the plan template.
  4. The Send Personal Statement and Bonus Plan Notifications permissions are enabled from Manage Compensation and Varpay permission category.
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

For Onboarding 1.0 customers, we recommend that you explore this latest home page in Preview or Test instances only.

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 RequestEmployee 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 BetterOnboarding 

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 FormsOnboarding

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 GuideOnboarding 

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 

    1. Performance Management
    2. To-Do Tasks enabled on the latest home page. 
    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 360 Reviews Tasks on the Latest Home Page

     
    Learning AssignmentsLearning

     The cards appear for Learning Assignment tasks. See more details in the links below:

     
    Birthday CardEmployee 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 CardEmployee 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 ChangesPerformance Management 

    This card is a To-Do task so users can acknowledge changes to their Job Profile.

    1. Job Profile Builder Enabled
    2. To-Do Tasks enabled on the latest home page. 

    My TeamPlatform 

    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.

     

    Quick Actions

    If you are missing cards in proxy mode, see details on 3113104 - Latest Home Page - Proxy Permission Mapping

    • Intended to allow users to perform a quick task without navigating away from the Home Page.
    • The 2 quick actions that will show for every user are "Remind Me Tomorrow" and "Favorites" 
    • Quick Actions are driven by company features in provisioning or upgrade center.

    Note: Administrators can control which quick actions appear on the Latest Home Page. See Choosing Which Quick Actions to Use on the Latest Home Page

    See list of currently available under Quick Actions available for the latest home page: 

    1. Record Time (>Time Sheet)
    2. Create Activities (>Continuous Performance Management)
    3. Manage Goals (>Goal Plan)
    4. My Learning (>My Learning Page)
    5. Report Center (> Report Center)
    6. My Team
    7. Clock Time 
    8. Org Chart
    9. Request Time Off
    10. View Pay Statement
    11. Favorites
    12. Reminders
    13. Request Feedback
    14. Complete Payroll Tasks
    15. View Team Absences
    16. My Profile
    17. View Admin Alerts
    18. Delegate Workflows 
    19. Candidate Talent Pools
    20. Learning Administration
    21. Mobile Activation
    22. View Company Documents
    23. View Tile Reports

    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 quick actions are not available on Mobile. This includes My Team, Complete Payroll Tasks, My Profile, Org Chart, View Admin Alerts, Report Center, and Manage Goals
    • "Reminders" card is currently named "View Saved Cards" on mobile. NOTE: Since the March 2022 mobile release (version 7.2.0), Reminders is now correctly displayed in the Mobile App
    Quick Action Module DetailsPrerequisites 
    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

    1. Verify Reward and Recognition is enabled under Recommended Upgrades in Upgrade Center
    2. Optional - Enable access on Mobile [Admin Center > Mobile > Enable Mobile Features > Module > Total Rewards > Reward and Recognition]
    3. Enable permission as details in Reward and recognition admin guide Reward and Recognition: Spot Awards
    4. Enable Intelligent Services must be enabled. 
    Create Activities  Performance Management 

    Quick Action for create activity. 

    • Continuous Performance Management
    • 3045083 - Create Activity Quick Action Card on Latest Home Page - 1H 2021 Release
    Manage GoalsPerformance Management and Goals

    Quick Action takes you to Goals. 

    • 3072118 - Manage Goals Quick Card is Not Available on the Latest Home Page
    My TeamPlatform

    Quick action enables managers to review information about their team of direct reports and take necessary action.

    • 3129784 - My Team Quick Action Not displaying on the Latest Home Page
    Clock Time EC-Time

    Quick action enables you to clock in and clock out.

    Requires Time Tracking
    Complete Payroll TasksEC-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 WorkflowsEC-Workflow

    Quick action enables you to assign a delegate to process your workflows during a specified period.

     
    My ProfileEmployee Profile

    Quick action takes you to your People Profile.

     
    Org ChartPlatform

    Quick action takes you to the company organization chart.

     
    View Admin AlertsPlatform

    Quick action takes you to Admin Alerts.

     
    View Team Absences EC-Time

    Quick action takes you to the absence calendar for your team.

    • Requires the Time Off feature in Employee Central
    • Under Manage Permission Roles, the following permission must be enabled: Manage Time Off > Manage Time Off Calendars
    • You have permission to Admin Center > Manage Permission Roles >Time Management User Permissions > Access Team Absence Calendar

    Request Time OffEC-Time

    This card allows users to create a time off request on Home Page. 

    Requires the Time Off feature in Employee Central
    Request FeedbackContinuous Performance Management 

    Requesting feedback on your performance. More details in SAP Help Guide Latest Version of Continuous Feedback

    1. UXR Continuous Performance Management must be enabled 
    2. Enabled Continuous Feedback in Admin Center
    3. Latest Home Page enabled 
    View 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.

    1. Synchronization Support Package EA-HR SP86 must be installed in your Employee Central Payroll system.
    2. Latest Home Page Enabled 

    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
    • 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
    • 3072130 - Time Off Engagement Card not Displayed on New Homepage
    • 3079385 - Job Application Engagement Cards - Recruiting Management
    • 3077961 - What Triggers the Activities Engagement Card on the Latest Home Page? - Continuous Performance 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 , KBA , LOD-SF-PLT-HOM , Home Page , LOD-SF-OBX-HP , Home Page for Onboarding 2.0/ Tiles , How To

    Product

    SAP SuccessFactors HXM Suite all versions

    Attachments

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