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 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 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 Implementing and Managing 360 Reviews

    		 
    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.

    		 
    Complete CalibrationCalibrationThe 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: 

    1. View Favorites
    2. View Reminders
    3. Manage My Team
    4. Recognize
    5. Manage My Data
    6. View My Time Sheet
    7. Request Time Off
    8. View Team Absences
    9. Delegate My Workflows
    10. View Admin Alerts
    11. Complete Payroll Tasks
    12. View My Pay Statement
    13. View Learning Administration
    14. View My Learning
    15. View Opportunity Marketplace
    16. View Favorite Reports
    17. View Tile Reports
    18. Clock My Time
    19. Request Feedback
    20. Give Feedback
    21. Manage My Goals
    22. View Company Documents
    23. View Dynamic Teams
    24. Activate Mobile App
    25. View Org Chart
    26. View My Profile
    27. View Candidate Talent Pools
    28. View Report Center
    29. 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 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 Activity  Performance Management 

    Quick Action for create activity. 
    Manage My GoalsPerformance Management and Goals

    Quick Action takes you to Goals. 
    • 3072118 - Manage Goals Quick Card is Not Available on the Latest Home Page
    Manage 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 My 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 My WorkflowsEC-Workflow

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

    		 
    View My ProfileEmployee Profile

    Quick action takes you to your People Profile.

    		 
    View 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 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.
    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

    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

    Product

    SAP SuccessFactors HCM Suite all versions

    Attachments

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