SAP Knowledge Base Article - Public

3148134 - Review Employee Performance and Review Your Performance Engagement Cards on the Latest Home Page - Performance Management

Symptom

Managers and employees can now view the Review Employee Performance task and Review Your Performance task in the For You Today section 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 Performance Management
  • Latest Home Page

Resolution

For you Today "Engagement Cards" section shows you other tasks you need to complete (besides approvals) and other content that's relevant to you. It's system-generated content that's displayed based on predefined business logic. As an administrator, you don't have to configure content in this section. Like approvals, many tasks in the For You Today section are also to-do tasks. When you complete them, they disappear from both the home page and the To Do List side panel. Or if a particular task isn't shown on the home page yet, you can still see it in the To Do List side panel.

For Performance Management forms, managers and employees can view the Review Employee Performance task and Review Your Performance task.

To view all the to do tasks, click on View All. For each card, you can choose to options Dismiss and Remind Me Tomorrow.

Choose Remind Me Tomorrow to temporarily move the task from the home page to the Reminders quick action. It reappears on the home page after 24 hours. Or you can Dismiss the card and remove it from the home page completely.

Review Your Performance Task

Employees can go directly to the performance review forms from the home page to complete the tasks. In the Review Your Performance task, click on the Go To Form link to access your form. Note: For your own performance review tasks, your name and photo will not appear in the cards.

Review Employee Performance Task

For Managers, cards are grouped into Direct Reports, Matrix Reports, and Other on the stack view. This offers managers a more organized view of the forms that require their review.

NOTE:

If the form template name is changed after forms are launched, the name won't be changed on to-do tasks. It remains as the name upon the launch of the forms.

See Also

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

Keywords

pm engagement cards, pm for you today, for you today performance form , KBA , LOD-SF-PM-POD , Home Page, Pods and Portlets, To Do List , How To

Product

SAP SuccessFactors HXM Core 2111