SAP SuccessFactors Performance and Goals

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What will I need?

  • Enthusiasm and determination to make your mark on the world!

Is this course right for me?

  • SAP SuccessFactors Consultants
  • SAP SuccessFactors PMGM – Consultants and End Users
  • HR Professionals
  • Beginners and newbies aspiring for a career in SAP SuccessFactors/HCM
  • Project Managers & Program Managers
  • Business & IT Analysts – SAP SuccessFactors
  • SAP Solution Leads
  • ERP & Business Consultants
  • Functional Consultants – SAP SuccessFactors Platform

What am I going to learn?

  • Overview of SAP SuccessFactors landscape
  • Deep-dive into SAP SF Performance and Goal Management (PMGM) module
  • Prepare for SAP SuccessFactors PMGM Certification Exam
  • Become an SAP SuccessFactors Consultant / End user
  • Creation and Configuration of Performance Template
  • Launch the PM Form Template
  • Creation and Configuration of Goal Template
  • Assign Goals to your Goal Plan Template
  • Link GM plan Template to PM form Template
  • Configuration of Routing Maps
  • Approval Mechanisms in PMGM module
  • Configuration of Rating Scales
  • Linking Rating Scales to the PMGM templates
  • Manager Review and Completion

SAP SuccessFactors: Performance and Goals

SAP SuccessFactors Performance and Goals is a cloud solution that streamlines the Performance Management and Goals process when fully implemented.

SAP Performance and Goals (also called Performance and Goal Management or PMGM) helps people managers to align individual goals with the company business objectives and core values. It ensures that all the employees are working on same similar goals to achieve and eliminate gap and stay on the right path to achieve organization goals. Performance management is a process by which managers and employees work together to plan, monitor and review an employee’s work objectives. It is about aligning the objectives of the organization with the employees’ agreed measures, skills, competency requirements, development plans and the delivery of results through the automation of talent management processes.

If a customer purchases Goal and Performance management together, then all the goals in Goal management are automatically populated in Performance management. Performance management helps managers to measure metrics as per employee performance to meet objectives as per company targets and objectives. Key aspects of SAP SuccessFactors PMGM module are:

  • Improves the performance review process by integrating seamlessly with Learning Management System as well as the Onboarding module (planned) and aligns with the overall strategic plan for career development, compensation planning and succession planning initiatives.

  • Improves productivity as it aligns employees to corporate goals, increase daily engagement, improve performance accountability and more efficient review process.

  • High Retention as it creates meaningful feedback, understand development needs and provide fair compensation adjustments.

Create a performance mix that works for your organisation.

  • Take into account your company culture, industry, region, size, and so much more

  • Move from one-size-fits-all to an approach designed for your unique needs

  • Evolve performance management processes as your needs change and grow

SAP SuccessFactors Goal Management helps organizations ensure that all employees are aligned and working on the things that matter most so that the organizations can bridge the strategy and execution gap and stay on the path to success.

Improve employee performance through thoughtful goal setting, ongoing dialogue, and continuous development.

  • Focus on future development and employee growth

  • Conduct weekly, just-in-time, and fluid one-on-one meetings

  • Encourage two-way communication

This comprehensive SAP SuccessFactors Performance and Goals training by Uplatz provides a high-level understanding of the concepts and capabilities of the software. The core functionality and features are explained so that the organization can work with a consultant in planning and implementing an effective configuration. This training program is designed for consultants, end-users, and other stakeholders within the organization who are responsible for making configuration and process decisions during the implementation of SAP SuccessFactors Performance and Goal Management.

The SAP SF Performance and Goals course provides an overview of configuring Performance Management form templates and managing performance review cycles. Administrators will develop a working knowledge of how to manage the SAP SuccessFactors Performance Management system and navigate the performance process.

Course Objectives

  • Navigate the SAP SuccessFactors Performance and Goal modules and define the key capabilities of each

  • Determine goal visibility, goal categories and fields, and the function of goal libraries and cascading

  • Define and edit competency libraries, including core and job- specific competencies

  • Design the sections, weights, and functionality of a performance form

  • Determine whether to use Continuous Performance Management, Calibration, Stack Ranker, and 360 Review

  • Describe the components and behavior of a form template

  • Create rating scales and route maps

  • Define permissions, edit settings, and edit fields and sections

  • Launch, route, delete, and restore performance forms

  • Manage a performance cycle

  • Modify form dates, route maps, and template settings

  • Enable and Configure Continuous Performance Management

  • You will be able to configure SAP SuccessFactors Goal Management, Performance Management, Calibration, 360 Reviews and Continuous Performance Management modules to suit customer requirements, including goal alignment, job families and job roles, competencies, and setting up the performance management cycle.

SAP SuccessFactors Performance and Goals – course syllabus

  • Introduction

  • Performance and Goals Overview

  • Goal Management

  • Competencies

  • Performance Management

  • Continuous Performance Management

  • Calibration

  • 360 Reviews

  • Performance Management Overview

  • Competencies

  • Job Families and Roles

  • Rating Scales

  • Route Maps

  • Performance Form Templates

  • General Settings

  • Edit Fields and Sections

  • Form Template Settings

  • Form Launch

  • Performance Cycle Management

  • Continuous Performance Management

  • Configure modules using Admin Center and XML

  • Configure Goal Plan and Performance Management templates

  • Add custom sections and fields to Goal Management and Performance Management templates

  • Permission forms at each step of the cycle

  • Set up job families and job roles, and map competencies to job roles

  • Populate goals from the Goal Plan to the Performance Management form

  • Set up weights and summaries for reporting purposes

  • Explain the purpose of, how to enable, and configure:

  • Define the steps of the language translation process

Performance Management

  • Provisioning Settings for Performance Management Module

  • Manage Templates and Form template settings

  • Rating Scales

  • Route Maps (Workflows)

  • Job Profile Builder – Competency Framework

  • Rating options and Rating Calculations

  • Custom sections and Custom fields on PM Templates

  • Required and Action Permissions

  • Calibration

  • Stack Ranker and Team Overview

  • Continuous Performance Management

  • 360 Degree Multi rater Evaluations

  • Form Launching options

  • Form Routing options

  • SuccessFactors Online

  • Modify form Route Map

  • Email Notification settings

  • Role-based permissions

Goal management

  • Overview of SuccessFactors PMGM

  • End-user demo of SuccessFactors PMGM

  • Provisioning Settings for Goal Management Module

  • Goal Template XML setup

  • SMART Goal Wizard, Goal Library

  • Goal Creation, Goal Cascading

  • Copy Goals from other Goal Plan

  • Import Goals

  • Goal Plan validations – Weights and No. of Goals

  • Custom fields and Custom Calculations

  • Goal Execution

  • Email Notification settings

  • Role-based permissions

What are the main features of Performance Management?

  • Improve the efficiency and productivity of your workforce

  • Help employees give managers early visibility into what they’re working on

  • Enable managers to provide employees with timely guidance to align goals and improve performance

  • Empower both employees and managers to address issues before they become bigger problems

What are the main features of Goal Management?

The main Goal Management (GM) features are:

  • Goals Library of more than 500 SMART (Specific, Measurable, Attainable, Realistic, and Timely) goals provides instant recommendations

  • Goals can be reinforced everyday with intuitive updating of effort, success probability, and comments

  • Compliance is improved by providing evidence of an objective review process. Plus, Legal Scan helps facilitate compliance with Sarbanes-Oxley and other regulations

  • Managers can set cascading goals and see individual, team, or company-wide progress.

SAP SF PMGM Certification

SAP SF PMGM certification consist of 80 multiple choice questions which you need to complete is 180 minutes of time. SAP has released exams C_THR82_2005 based on latest version of SAP SuccessFactors. Passing score of SF PMGM certification is 65% for respective exam code. This exam will cost you USD $500 excluding training and material. SF PMGM certification validates your business consulting knowledge for SAP SuccessFactors Performance and Goal Management. You can gain following credentials by passing of SAP SF PMGM certification:

C_THR82_2005 – SAP Certified Application Associate – SAP SuccessFactors Performance and Goal Management 1H/2020

SAP Education has designed SAP SF PMGM exam based on implementation and customizing areas which can cover entire scenario of SAP SuccessFactors Performance and Goal Management. Following are major topic areas which are covered in SAP SF PMGM certification syllabus.

  • Goal Plans

  • Form Templates

  • Competencies

  • Performance Rating & Permissions

  • Calibration

  • Configuration of Performance Management

  • Continuous Performance Management

  • Route Maps

  • Translation

  • 360 Reviews

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