Exercise 1.

1: Planning for Performance and Goals Academy

Exercise 1.1: Planning for

Performance and Goals
Academy
This exercise will help you plan and organize the information, tools, and systems
you will need in order to successfully complete the course.

Objectives
At the end of this exercise, you will be able to:

 Develop a plan to minimize distractions and help you complete this course
 List the usernames and passwords you will need to access the systems
needed to complete the course
 Locate the web sites you will be using while you complete this course

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 Exercise 1.1: Planning for Performance and Goals Academy

1. Have you cleared your schedule for the three week course period?
□ Yes □ No

If you haven’t cleared your schedule, please describe the plans you have
made to devote the necessary time to this course:

2. We all have distractions in our workday. Knowing that this course is a full-
time commitment, what are your plans to keep those disruptions from
occurring?

3. Despite your best planning, you may still have an interruption during this
course. Develop three things you can say to stop the distractions.

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 Exercise 1.1: Planning for Performance and Goals Academy

4. Use this space to keep track of the usernames and passwords for the
various systems.
Username Password
Learning Hub
Training instance
Provisioning
SAP Jam
SuccessFactors Community
Cloud Partner Services
MySP

5. In your favorite web browser (we suggest Internet Explorer 9 or Mozilla

Firefox), bookmark the following places:
 Learning Hub
 Training instance
 Provisioning
 SAP Jam
 SuccessFactors Community
 SuccessFactors Cloud Partner Services (partners only)
 MySP (SuccessFactors employees only)

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 Exercise 2.1: Your Experience and Home Page Exploration

Exercise 2.1: Your

Experience and Home Page
Exploration
This exercise will help you connect with your classmates and familiarize yourself
with the Home Page of your SuccessFactors training instance.

Objectives
At the end of this exercise, you will be able to:

 Introduce yourself to other classmates by posting on the PM/GM Academy

SAP Jam Page
 Locate the major components of your training instance

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 Exercise 2.1: Your Experience and Home Page Exploration

1. Log in to the PM/GM SAP Jam page, and navigate the course feed. Share
the following with your classmates:
 The company for which you work.
 How long you have been an implementation consultant.
 Whether you have completed any implementations, and for what
modules.
 If you have completed an implementation (for any module), talk about
the three things you found most helpful during an implementation.
 If you have not completed an implementation, list what you most want
to learn in this mastery training.
2. Log in to your training instance as the user of your choice, and review the
following content to become familiar with your training instance.
Find each of the following areas:
 Identification of currently logged in user
 Welcome Portlet (editable by an admin)
 My Admin Favorites
 My Goals
 To Do List
 Navigation Menu

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 Exercise 2.2: Preparing Your Instance in Provisioning

Exercise 2.2: Preparing

Your Instance in
Provisioning
In this exercise, you will access your assigned Provisioning site and make a few
basic configurations to your training instance. Remember that Provisioning is the
back end of the application and the training instance is the front end. Customers
never have access to the Provisioning.

Objectives
At the end of this exercise, you will be able to:

 Access the assigned Provisioning site and make edits to company settings
as directed
 Access the assigned Provisioning site and enable v12 UI Framework and
Admin 2.0 as directed
 Access the assigned Provisioning site and create a backup admin account

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 Exercise 2.2: Preparing Your Instance in Provisioning

1. Log In to Provisioning
In this class, all students will be sharing one Provisioning account. The log in
credentials for this Provisioning account were provided by your instructor via
email prior to the start of this course. If you do not have these credentials,
please reach out to your instructor.

A. Access the salesdemo4 Provisioning site here:

https://salesdemo4.successfactors.com/provisioning_login
B. The user name will be TrainingXX or XXX (the XX or XXX will be
replaced by two or three digits). This user name is case sensitive, so
make sure to use the uppercase T in “Training”!
C. The password is training (all lower case).
D. Select your instance in the company list. You can find your instance
either by the company name that you assigned it, or by the Company ID
(acexxx, where xxx is replaced by three letters and/or numbers).
2. Change Company Settings
All training instances have the same default configurations, known as the
Greenprint image. This image is a snapshot in time, and some configurations
must be modified to use some of the new options.

A. Under Edit Company Settings, select Company Settings.

B. In the second section make sure the features listed below are enabled
(checked).
o Performance Appraisal Smart Form
o Writing Assistant
o Admin Configuration Tool
o Workflow
o Competency Library Management Suite
o Legal Scan

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 Exercise 2.2: Preparing Your Instance in Provisioning

o Spell Check
o Live Profile
C. Make sure that the Language Pack checkbox is selected, and that
English US (English US) is checked.
D. Scroll up near the top and click Save Feature to save your changes
3. Enable v12 UI Framework and Admin 2.0
V12 is the new user interface for the SuccessFactors application. Before starting
to work within an instance, you need to verify that this has been set up correctly.

When looking for these features in Provisioning, use the search feature of your
browser by pressing Ctrl+F on your keyboard.

A. Navigate to Edit Company Settings and select Company Settings.

B. Make sure that the following options have been selected:
o Version 12 UI framework (Revolution)
o Admin 2.0 (OneAdmin) (required Version 11 framework (ULTRA))
C. Scroll up near the top and click Save Feature to save your changes.
4. Create a Backup Admin Account
A. Under Edit Company Settings, select Company Settings. Scroll
down to the bottom of the page to locate the section to create a new
Admin User.
B. Fill in the fields for a backup admin account with the following
information:
I. Admin Username: admin2
II. Admin Password: TRGP123
III. Admin First Name: Your First Name
IV. Admin Last Name: Your Last Name
V. Admin Email: Your Email address
C. Click the Create Admin button.
D. Log out of Provisioning.

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 Exercise 2.2: Preparing Your Instance in Provisioning

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 Exercise 2.3: Preparing Your Instance

Exercise 2.3: Preparing

Your Instance
In this exercise, you will access your assigned training instance, and verify that
its interface has been updated to v12 and is using Admin Tools 2.0.

Objectives
At the end of this exercise, you will be able to:

 Access the assigned training instance as an admin and make edits as

directed
 Access the assigned instance using all other user accounts and make edits
as directed

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 Exercise 2.3: Preparing Your Instance

1. Log in to the training instance as the admin

A. Access the salesdemo4 log in site here:
https://salesdemo4.successfactors.com/login
B. The company ID was assigned to you when you requested a training
instance for this class. It will be acexxx (the xxx will be replaced by
three letters and/or numbers). This company name is case sensitive.
C. Log in to the instance as the user admin.
D. The default password was communicated to you in the email you
received with the training instance was created. You will be prompted to
change the password. Change it to password (all lower case).
o It is important that everyone use the same password so that your
instructor can easily access your instance to troubleshoot
configuration issues.

2. Verify the Revolution user interface is active

A. While logged in as admin, navigate to the Admin Tools.
B. Admin Tools 2.0 appears as graphics. If you see graphics, Admin
Tools2.0 has been properly turned on:

If you see a list of administrative options, click the link that says, “You are using
legacy admin tools. Click here to switch to the enhanced admin tools”.

C. In Admin Tools, navigate to Company Settings  Manage v12

HomePage. If the button near the top of the page says Turn Off Home
Page, Revolution has already been enabled, and you can leave that
screen. Otherwise, click the Turn On Home Page button at the top, and
then the Save button at the bottom of the page.

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 Exercise 2.3: Preparing Your Instance

3. Log in to the training instance as all users

The training instance has four accounts already created. You have already
logged in as the admin. You will now log in to and test the other included
accounts, which are director, manager, and employee. (See the Org Chart in the
instance to see how these users relate to each other.)

A. One by one, log in to the training instance as each user. The default
password for all users is TRGP123.
B. Upon first log in, you will be prompted to change each user password.
Please change each password to password (all lower case).

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 Exercise 2.4: Upload User Data File

Exercise 2.4: Upload User

Data File
Your training instance comes with four users: admin, director, manager, and
employee. The admin user has been given full administrative rights to this
instance. In this exercise, you will be adding more employees to your
organization by uploading a User Data File (UDF), which is in your Module 2
materials found in the Learning Hub.

Objectives
At the end of this exercise, you will be able to:

 Open a user data file and edit as directed

 Validate and upload a user data file into the training instance

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 Exercise 2.4: Upload User Data File

1. Update User Data File

A. Navigate to the file M02-E 2014 User Data File.
B. Open the UDF, do the following:
o Enter your email address as the email for each employee.
o Save this file as a .csv file.
2. Upload User Data File
A. Log in to your training instance as the admin user, and go to Admin Tools.
B. In the Manage Employees area, select Update User Information.
C. Click Employee Import.
D. Click Browse… and navigate to where you have saved the UDF.
E. Click Validate Import File. If everything is ok, you’ll see the following
message:
There are no error(s) found in the import file. (If you get another
message, make any changes necessary until the file validates.)
F. After the file has been validated, you need to browse for the file again
before it can be uploaded. Click Browse… and navigate to where you
have saved the UDF.
G. Under Select the new user default password format, select Use the
Username.
H. Click Import User File. If this file was properly validated, you will
receive the following message:
Your file has been uploaded to the server successfully, and will
be examined for the proper text file format. An email
notification will be generated once your import has been
processed indicating the final status of your request. The
import process can take up to an hour, depending on the size
of the import file. If you do not receive an email notification
regarding your process, please contact our technical support.

Note: You may not actually receive this email message; it seems that some
company’s spam filters catch them. If you do not, log back into the instance
and check the Org Chart to make sure you can see the new employees.

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 Exercise 2.5: Create Permission Groups

Exercise 2.5: Create

Permission Groups
In this exercise, you will enable Role-Based Permissions in Provisioning, and
create permission groups.

Objectives
At the end of this exercise, you will be able to:

 Enable role-based permissions in Provisioning

 Create permission groups

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 Exercise 2.5: Create Permission Groups

Use training materials (Module 2D) to:

1. Enable RBP in Provisioning.

2. Create the following permission groups:

Group Name Who is Included

Admin Users Admin, backup admin

Human Resources Employees in the HR department

Individual Contributors Employees with job code IC

Managers Employees with job code MGR

Sales Employees with job code SALES

When done, your permission groups should look like this:

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 Exercise 2.6: Create and Grant Permission Roles

Exercise 2.6: Create and

Grant Permission Roles
In this exercise, you will create and grant permission roles to users.

Objectives
At the end of this exercise, you will be able to:

 Create permission roles

 Grant roles to certain users

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 Exercise 2.6: Create and Grant Permission Roles

1. Create permission roles

Note: If a particular permission is not specifically mentioned, assume that it

has not to be granted.

Role Name: All Employees

Permission:
User Permission Settings:
Goals Select All
Employee Data View & Edit All Profile & Background
Employee Views View All
General User Permission User Login
Live Profile Access
Organization Chart Navigation
Company Info Access & User Search

Administrator Permission Settings:

Manage Documents Complete/Decline 360° Document

Grant this role to: Everyone (All Users)

Role Name: Managers

Permission:User Permission Settings:

Employee Data View & Edit All Profile & Background
Employee Views View All
General User Permission Select All
Reports Permission Select All
Succession Planners Select All

Administrator Permission Settings:

Manage Competencies & Skills Read Family & Roles
Manage Documents Approve Document
Change Participant Category
Delete Documents
Route Completed Documents
Sign Document
Manage User Include Inactive Employees in search
Change User Information

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 Exercise 2.6: Create and Grant Permission Roles

Grant this role to: Managers group

a. Select “Only the Managers in these groups below” option.
b. Choose “Managers” from the list of Groups previously created
c. Include access to the reports of the granted user’s manager 2 levels up.

Role Name: Super Administrator

Permission:
User Permissions:
All permissions Check all boxes
Administrator Permissions:
All permissions Check all boxes

Grant this role to: Admin group, with everyone as the target population.
2. Complete RBP process
A. Save all changes, and log out of the system. Please keep in mind it can
take up to 20 minutes for the system to take care of all your permission
assignments.
B. The next time you log in to the system, test out some of the roles that
you created an assigned to verify everything is functioning as it should.
C. After setting up RBP, you may assign proxies in three different ways:
I. Referencing the USER ID of your proxy (person with access to
another user’s account) in the “Proxy” column of the User Data File
for individual employees (the account holder). Keep in mind this will
grant all proxy permissions to every module the account holder has
access to.
II. When logged in as the Super Admin, navigate to Admin Tools 
Proxy Management  Assign proxies one-by-one (this also
allows more control over which modules you want to grant access to
for the proxy).
III. When logged in as the Super Admin, navigate to Options Menu 
Proxy  Assign Proxy (also allows control over which modules
you want to grant access to for the proxy).

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 Exercise 2.7: Explore the objective-template_4_0.dtd

Exercise 2.7: Explore the

objective-template_4_0.dtd
In this exercise, you will download the latest version of the objective-
template_4_0.dtd and open it in an XML Editor and decipher information about
elements and attributes found in the document.

Objectives
At the end of this exercise, you will be able to:

 Download a Document Type Definition and open it in an XML Editor

 Locate and bookmark the Goal Management Configuration Guide
 Identify various elements and attributes that are used in the DTD to
configure a Performance and Goals Module

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 Exercise 2.7: Explore the objective-template_4_0.dtd

Download the latest version of objective-template_4_0.dtd, and open it in your

XML editor of choice. Use the information in the DTD to answer the following
questions:

1. What attributes are used to define the following?

A. Maximum number of goals per page:
B. Maximum number of goals per plan:
C. Minimum number of goals per plan:
D. Maximum weight of a goal plan:

2. What is the element used to control the different categories on a plan?

3. What attributes are used to define the minimum and maximum number of
goals for a category?

4. What elements are used to configure the following?

A. Field definitions
B. Field permissions
C. Plan layout
5. Locate (and Bookmark!) the Goal Management Configuration Guide.
6. Locate (and bookmark!) the Goal Management Configuration Guide.

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 Exercise 3.1: Goal Plan Navigation and Practice

Exercise 3.1: Goal Plan

Navigation and Practice
In this exercise, you will log in to your training instance as the user of your
choice, and review goal plan content to become familiar with your training
instance. You will also access Goal Management as an end user to practice
adding new goals, cascading goals, and maintaining goals.

Objectives
At the end of this exercise, you will be able to:

 Identify various features and components of a goal plan

 Demonstrate how to add, cascade and maintain goals

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 Exercise 3.1: Goal Plan Navigation and Practice

1. Goal Plan basic features

Log in to your training instance as the user of your choice, and review the
following goal plan content to become familiar with your training instance.

A. Using the diagram below, identify the basic features of the goal plan:
1a
1b
1c
2
3a
3b
3c

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 Exercise 3.1: Goal Plan Navigation and Practice

2. Goal Management
In this exercise, you will access Goal Management as an end user to practice
adding new goals, cascading goals, and maintaining goals.

A. Log in to the training instance as Manny Manager, and navigate to

Goals.
B. Add a new goal for Manny Manager in the Internal Business
Processes category.
C. Cascade this goal to Edward Employee, and edit it while cascading.
D. While still logged in as Manny Manager, look at Edward’s goal plan.
E. Log in or proxy as Edward Employee.
F. On Display Options, make sure that the Aligned Up box is checked,
and then click Update. You will be able to see the goal that Manny
Manager cascaded to Edward Employee.
G. Create a new goal for Edward Employee.
H. Delete one of Edward Employee’s goals.
I. Continue to create, edit, delete and cascade goals as you wish.

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 Exercise 4.1: Explore the Goal Plan Template

Exercise 4.1: Explore the

Goal Plan Template
In this exercise, you will become more familiar with the goal plan template and
you will start to learn where configurations can be made in the XML, as well as
how to navigate the XML with the help of the DTD and the configuration guide.

Objectives
At the end of this exercise, you will be able to:

 Add a goal plan template to your training instance and name it

 Download and save the objective-template_4_0.dtd
 Identify important elements of the template

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 Exercise 4.1: Explore the Goal Plan Template

1. Adding a New Goal Plan Template

A. Log in to your training instance as the admin user.
B. Add a goal plan template (Extended Goal Plan), and name it GM
Mastery.
C. Explore (but do not make changes to!) the following areas:
o General Settings
o Edit Categories
o Edit Fields
2. Working with the Goal Plan Template in XML
A. Download the objective-template_4_0.dtd and save it in a dedicated
folder.

Note: The file name may start with a 1; make sure you save the file without
the 1 and the space. Save as: objective-template_4_0.dtd.

B. Download the XML of the GM Mastery template, save it in the same

dedicated folder as the DTD, and open the template.
C. Using the XML, DTD, and Configuration Guide, answer the following
questions:
I. What are the element names for…?
The Plan ID <_______________________________>
Start/Due Dates<_______________________________>
Categories <_______________________________>
Fields <_______________________________>
II. In some of the elements, there are tags, like the example below.
What is the purpose of the third and fourth line?
<category id="Financial">
<category-name>Financial</category-name>
<category-name lang="de_DE">Finanzen</category-name>
<category-name lang="fr_FR">Finances</category-name>
</category>

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 Exercise 5.1: Global Settings

Exercise 5.1: Global

Settings
In this exercise, you will be changing some of the global settings as well as
working with some of the additional settings that are expressed as attributes
under the <obj-plan-template> element. Use the screenshots provided on pages
3 and 4 of this exercise and the configuration guide to complete the activities.

Objectives
At the end of this exercise, you will be able to:

 Edit global settings on the most recent copy of the goal plan template
 Edit additional global settings that are expressed as attributes under the
<obj-plan-template> element

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 Exercise 5.1: Global Settings

1. Edit Global Settings in XML

A. Download the most recent copy of the goal plan template and open it in
your XML editor.
B. Using the screen shot provided below and the configuration guide,
perform the actions listed below:

I. Make sure the Plan ID = 7. (Configuration workbook Additional

Notes)

• Each goal plan template must have a unique plan ID. The
system only looks at Plan ID when making changes in the
instance and Provisioning. If the template does not have the
correct plan ID, an existing template may be overwritten (and
that cannot be undone).
II. Set the plan start and due dates so that they are the first and last
days of the current year. (Configuration workbook lines 31 & 32)
III. Make sure the <obj-plan-name> is “GM Mastery”. (Configuration
workbook line 4)
IV. Update the template in the instance, and test to make sure all
changes have been made.

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 Exercise 5.1: Global Settings

C. Using the screen shot provided below and the configuration guide to
perform the actionsin <obj-plan-template>:

I. Change the status of public/private goals so that text shows instead

of icons. (Configuration workbook line 7) All goals should be
created as public by default. (Configuration workbook line 8)
II. Set the maximum number of goals per page to 4. (Configuration
workbook Additional Notes)
III. By default, the goal can be edited by clicking the edit goal button in
the Actions area of the goal plan. Change the setting so that the
goal name is a link that opens the goal edit window. (Configuration
workbook Additional Notes)
IV. Update the template in the instance, and test to make sure all
changes have been made.

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 Exercise 5.2: Goal Wizard

Exercise 5.2: Goal Wizard

In this exercise, you will be enabling the Goal Wizard. Use the information in the
Goal Libraries and Goal Wizard Module, as well as the configuration guide, to
make the changes requested below.

Objectives
At the end of this exercise, you will be able to:

 Enable the Goal Wizard

 Update and test the goal plan template in the training instance

1. Enable Goal Wizard

A. Enable Goal Wizard either in Manage Templates or XML file
(Configuration workbook line 12).
B. Update the template in the Instance / or Provisioning.
C. Test to make sure all changes have been made.

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 Exercise 5.3: Text Replacement and Plan Minimums and Maximums

Exercise 5.3: Text

Replacement and Plan
Minimums and Maximums
In this exercise, you will be changing text as it appears in the instance. You will
also be setting minimum and maximum counts and weights for the goal plan.

Objectives
At the end of this exercise, you will be able to:

 Change text in the instance

 Set minimum and maximum weights and counts for the goal plan

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 Exercise 5.3: Text Replacement and Plan Minimums and Maximums

1. Text Replacement feature

Use the information provided in the module and the configuration guide to
make the changes requested below.
A. Change the term “Category” to “Goal Classification”. So that it shows
up properly in the instance, you’ll have to add a colon after the last word.
(Configuration workbook line 18)
B. Update the template in the instance, and test to make sure all changes
have been made
2. Setting Goal minimums and maximums
A. Set the minimum number of goals per plan to 5, and the maximum
number of goals per plan to 10. (Configuration workbook lines 10 & 11)
B. Set the minimum total weight of the goal plan to 40%, and the maximum
total weight of the goal plan to 100%. (Configuration workbook
Additional Notes)
C. Set the minimum weight per goal to 10%, and the maximum weight per
goal to 20%. (Configuration workbook line 30)
D. Update the template in the instance, and test to make sure all changes
have been made.

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 Exercise 6.1: Categories

Exercise 6.1: Categories

In this exercise, you will be changing some of the category attributes and setting
a default category.

Objectives
At the end of this exercise, you will be able to:

 Delete and add categories

 Change the name of a category
 Select a category as the default
 Set category weights and counts

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 Exercise 6.1: Categories

1. Delete, add, and change Category

Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook, starting on line 18. You may make the changes in Manage
Templates or the XML, as appropriate.
A. Delete the category called “Other” on the goal plan template.
B. Create a new category called “Not Otherwise Categorized”.
C. Change the name of the “Customer” category to “Customer
Success”1.3. A Should you change the category ID? □ Yes □ No
Why or why not?

D. Delete the “Learning and Growth” category.1.5 Create a new category

called “Personal Development and Leadership”.
E. Alphabetize the goal categories.
F. If necessary, update the template in the instance, and test to make sure
all changes have been made.

2. Set Default Category

Use the information from the module and the configuration guide to make
the changes requested below. These changes are listed in the
configuration workbook, starting on line 18.
A. Make the “Not Otherwise Specified” category the default category.
I. Do you need to change the location of this element in the XML or
Manage Templates? □ Yes □ No
Why or why not?

B. Update the template in the instance, and test to make sure all changes
have been made.

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 Exercise 6.1: Categories

3. Setting Category attributes

Use the information above and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook, starting on line 18.
A. Require that there be at least 1, but no more than 2, goals in the
Customer Success category.
B. Require the Personal Development and Leadership category be at least
10%, but no more than 25%, of the total goal plan weight.
C. Update the template in the instance, and test to make sure all changes
have been made.

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 Exercise 7.1: Create a Field

Exercise 7.1: Create a Field

In this exercise, you will be defining a new field and deleting some fields.

Objectives
At the end of this exercise, you will be able to:

 Create a new field in the goal plan

 Delete a field in the goal plan

1. Create and remove a field in the goal plan

Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook, starting on line 26.
A. Create a new field called “Goal Description” with a type of textarea.
B. Locate and remove the tasks field. This field may also be called “Sub-
Goals”.
C. Locate and remove the Milestones field.
D. If using XML, save and validate your changes, but do not update the
instance.

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 Exercise 7.2: Create Special Field Types

Exercise 7.2: Create Special

Field Types
In this exercise, you will be creating special field types, working with an enum list
and a table.

Objectives
At the end of this exercise, you will be able to:

 Create a new field using an enum list

 Create a new field using a table

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 Exercise 7.2: Create Special Field Types

1. Create drop down list

Use the information in the module and the configuration guide to make the
changes requested in the sections below. The changes in this first section
are listed in the configuration workbook, starting on line 26.
A. Modify the status field to create a field called “Goal Status” with the
following parameters:
o ID = state
o Type = enum
o Required = true
B. Set up the enum list with the information listed in the configuration
workbook. When completed, it will look like this:

C. If using XML, save and validate your changes, but do not update the
instance.

2. Create table
The changes are listed in the configuration workbook, starting on line 42.
A. Create a new field called “Milestones” with the following parameters:
o ID = milestones
o Type = table
o Required = false

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 Exercise 7.2: Create Special Field Types

B. For this field, your customer has handed you a paper version of the old
goal plan. You need to replicate the layout of the Milestones table from
this old plan into the new plan.

C. If using XML, save and validate your changes, but do not update the
instance.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 3

 Exercise 7.3: Create a Custom Field

Exercise 7.3: Create a

Custom Field
In this exercise, you will be defining a new custom field.

Objectives
At the end of this exercise, you will be able to:

 Create a custom field

1. Create custom field

Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook, starting on line 41.
A. Create a new custom field with the following parameters:
o Field ID : Your choice.
o Field Name: Please comment on this goal's relevance to your
current job.
o Field Type: textarea (will spell check be available?)
o Default Value: n/a
B. If using XML, save and validate your changes, but do not update the
instance.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 8.1: Create Field and Action Permissions

Exercise 8.1: Create Field

and Action Permissions
In this exercise, you will make sure that the permissions match the fields that
you modified in a previous exercise. Then you will make sure that the roles that
should have permission to perform actions have those permissions.

Objectives
At the end of this exercise, you will be able to:

 Configure permissions to fields that have been created or modified

 Configure permissions for roles that should be able to perform particular
actions

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 8.1: Create Field and Action Permissions

1. Configure field permissions

Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook, starting on line 74.
A. Goal Description
o Everyone should have read permission.
o E and EM should have read and write permission.
o Save and validate your XML, but do not upload to the instance.
B. Goal Status
o E and EM should have read and write access.
o EM+ should have read access only.
o ED+ should not be able to see that field at all.
o Everyone else should have read access.
o Save and validate your XML, but do not upload to the instance.
C. Milestones
o Only the E and EM should have write access.
o Everyone else should not even be able to see the field.
o Save and validate your XML, but do not upload to the instance.
D. Custom Field
o Only the E should have write access.
o Only the EM should have read access.
o No one else should be able to see the field.
o Save and validate your XML, but do not upload to the instance.
E. There were some fields that were deleted in the previous module.
o Make sure there are no permissions set for those fields.
o Save and validate your XML, but do not upload to the instance.

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 Exercise 8.1: Create Field and Action Permissions

2. Configure action permissions

Make sure that only the roles that should have permission to perform
actions have those permissions. These changes are listed in the
configuration workbook, starting on line 95. If permissions exist in the
templates that are not mentioned here, leave them as they appear. Do not
change them.
A. Private Access
o Only the E should be able to see private goals.
o Save and validate your XML, but do not upload to the instance.
B. Create
o The E, EM, and ED can create goals on the employee’s plan.
o Save and validate your XML, but do not upload to the instance.
C. Delete
o Only the E can delete goals.
o Save and validate your XML, but do not upload to the instance.
D. Move
o Only the E can move goals.
o Save and validate your XML, but do not upload to the instance.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 3

 Exercise 9.1: Plan and Form Layouts

Exercise 9.1: Plan and Form

Layouts
In this exercise, you will define how the fields will appear in the goal plan (plan
layout) and how the fields will display on the performance form (form layout).

Objectives
At the end of this exercise, you will be able to:

 Configure fields in the goal plan

 Configure fields in the performance form

1. Configure fields in the goal plan

Use the information from the module and the configuration guide to make
the changes requested below. These changes are listed in the
configuration workbook, starting on line 113.
A. In previous modules, you added fields to the goal plan template. Make
sure those four fields have been added to the plan layout. Remember to
use best practices for the location of the fields, and determine if weights
need to be set.
o Goal Description
o Goal Status
o Custom Field
o Milestones

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 Exercise 9.1: Plan and Form Layouts

B. You also deleted the tasks field from the goal plan template. Make sure
that all references to this field have been deleted from the layout.
C. Arrange the columns so that they appear in the order designated in the
configuration workbook.
D. Save and validate your XML, but do not upload to the instance.
2. Configure fields in the performance form
Use the information from the module and the configuration guide to make
the changes requested below. These changes are listed in the
configuration workbook under “Additional Notes”.

Special Note: This section, while configured in the goal plan template,
dictates how information appears in the performance management form.
Therefore, you will not be able to test this configuration until we have
created a performance form, later in the course.
A. Arrange the columns in the following order from left to right:
o Goal Name, Goal Descriptions, Milestones, Custom
o Metric/Target, Start Date, Due Date
o Weight
o Goal Status
o Complete
B. Hide the Milestones field under the more detail link in the PM form.
C. Save and validate your XML, but do not upload to the instance.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 2

 Exercise 9.2: Test Field Configurations

Exercise 9.2: Test Field

Configurations
In this exercise, you will test the fields that you have configured in modules 7, 8,
and 9.

Objectives
At the end of this exercise, you will be able to:

 Test field configurations for accuracy

 Repair any errors in the XML that cause a test to fail and re-test the
configuration to ensure accuracy

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 9.2: Test Field Configurations

1. Test field configurations for accuracy

Use the information learned in modules 7, 8, and 9, and reference the
exercises in these modules, as well as the configuration workbook, to make
sure configurations are all working properly.
A. Save and validate your XML, and upload it to the instance.
B. Using the exercises in modules 7 – 9 and the configuration workbook,
test the changes that you have made.
o If a change is not working properly, go back into the XML to fix it,
and then validate, save, upload, and test again.
o Continue to test until all changes are reflected correctly in the
instance.

Note: When new fields are added to the XML, they will not display on the
goal plan by default. Be sure to expand “Display Options” and check the
boxes to display your newly configured fields so that you can view and
validate the configuration in the goal plan.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 2

 Exercise 10.1: Configure Goal Execution

Exercise 10.1: Configure

Goal Execution
In this exercise, you will define how the Goal Execution fields will appear and
behave in the goal plan.

Objectives
At the end of this exercise, you will be able to:

 Add field definitions and field permissions for Goal Execution

 Update Goal Execution settings
 Test Goal Execution configurations

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 10.1: Configure Goal Execution

1. Configure Goal Execution

Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook, starting on line 48.
A. Log in to Provisioning, select your company, and enable Goal
Execution.
B. Add the <field-definitions> for the Goal Execution fields with the
following parameters:
o bizx-actual: Execution Actual

• required=”false”

• cascade-update=”rollup”

• show-allow-rollup-override=”false”

• rollup-calc-type=”avg”
o bizx-target: Execution Target

• required=”false”

• cascade-update=”rollup”

• show-allow-rollup-override=”false”

• rollup-calc-type=”avg”
o bizx-pos: Probability of Success

• required=”false”

• cascade-update=”rollup”

• show-allow-rollup-override=”false”

• rollup-calc-type=”avg”

• Enum list:

• Low (background red, text white)

• Medium (background yellow, text black)
• High (background green, text white)

• Default value: High

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 Exercise 10.1: Configure Goal Execution

o bizx-strategic: Is this a strategic goal?

• required=”false”

• cascade-update=”push-down”

• Enum list:

• Yes (background green, text white)

• No (background red, text white)

• Default value: No
o bizx-effort-spent: How much effort has been put into this goal?

• required=”false”

• Enum list:

• None (background white, text black)

• Very little (background red, text white)
• A little (background blue, text white)
• Some (background purple, text white)
• A lot (background green, text white)
• Really a lot (background yellow, text white)

• Default value: None

o bizx-status-comments: Status Comments

• type=”textarea”

• required=”false”

• cascade-update=”regular”
C. Add field permissions so that:
o Everyone can see (read) the new fields.
o Only the E and EM can write to the new fields.
D. Turn on the Request Update link for the EM+ role.1.5 The Goal
Execution fields should not appear in the goal plan; however, they will
appear in the goal edit box. Make sure they are showing in the order
you would like them to appear.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 3

 Exercise 10.1: Configure Goal Execution

E. In the instance, update the Goal Execution Settings per the

configuration workbook.
F. Update the template in your instance, and test all Goal Execution
configurations made.

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 Exercise 12.1: Competencies

Exercise 12.1:
Competencies
In this exercise, you will update competencies that are included in the standard
SuccessFactors competency library (1.0).

Objectives
At the end of this exercise, you will be able to:

 Add, edit, and move competencies in the SuccessFactors Competency

Library

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 12.1: Competencies

1. Add, edit, and move competencies in the SuccessFactors Competency

Library
Use the information in the module to complete the following:
A. Navigate to the SuccessFactors Competency Library.
B. Change the name of the Communication competency to
Communication Skills.
C. Change the teaser from “generally listens well” to “attempts to listen
well”.
D. Search for competencies with the word “Customer” in the competency
name, and move them to a new category named “Customer”.
E. Select the following competencies as Core competencies:
o Communication Skills
o Creativity/Innovation
o Leadership
o Productivity

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 2

 Exercise 13.1: Job Families and Roles

Exercise 13.1: Job Families

and Roles
In this exercise, you will define new job roles in an existing job family, and map
competencies to those roles.

Objectives
At the end of this exercise, you will be able to:

 Add job roles and codes in the Performance Management module

 Map competencies to job roles in the Performance Management module

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 13.1: Job Families and Roles

1. Create Job Roles

Use the information in the module to complete the following
A. Navigate to the SuccessFactors job family
B. Create the following roles, and add associated Job Codes

Note: Job Codes are case sensitive, and must be entered exactly as shown
below.

2. Map competencies to Job Roles

Use the information in the module to complete the following
A. Navigate to Manage Job Roles to map the competencies with Job
Roles

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 Exercise 14.1: Instance Guided Exploration: The Performance Management Form

Exercise 14.1: Instance

Guided Exploration: The
Performance Management
Form
In this exercise, you will create a Performance Management form and identify its
basic features.

Objectives
At the end of this exercise, you will be able to:

 Create a Performance Management form

 Identify the basic features of the Performance Management form

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 14.1: Instance Guided Exploration: The Performance Management Form

1. Create a new performance form

A. Log in as Manny Manager.
B. On the navigation menu, select Performance.
C. Click the Create New Form button.
D. Select the Performance and Development Plan.
E. Choose Manny Manager as the subject of the form.
F. Ignore the date options.
G. Click Create and Open.
2. Navigate the Performance Management form
A. The form title, sections, and route map may differ slightly from the
example above. Using that diagram above, identify the basic features of

the performance form:

o 2a ____________________________________________

o 2b ____________________________________________

o 3 ____________________________________________

o 4 ____________________________________________

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 2

 Exercise 14.1: Instance Guided Exploration: The Performance Management Form

B. Examine the Route Map at the top of the form.

C. Explore the different sections of the form that you can navigate on the
left.
D. When done exploring, click the red X in the upper right hand corner of
the form to delete it.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 3

 Exercise 14.2: Gather Resources

Exercise 14.2: Gather

Resources
In this exercise, you will navigate to the resources you’ll be using to configure
performance form templates.

Objectives
At the end of this exercise, you will be able to:

 Navigate to and access the DTD and relevant configuration guides for the
Performance Management module

1. Access the DTD and relevant configuration guides

A. Log in to Product Central
B. Download the 1-sf-form.dtd from Product Central. Remember to save
it in a dedicated folder where you will also store the versions of the
performance form template.
C. Navigate to and bookmark the following Configuration guides:
o Performance Management (v11) Configuration Guide
o Performance Management (v12) Configuration Guide

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 15.1: Enable Options in Provisioning

Exercise 15.1: Enable

Options in Provisioning
In this exercise, you will enable all of the options in Provisioning discussed in the
module and necessary to complete the rest of the Performance Management
configuration.

Objectives
At the end of this exercise, you will be able to:

 Enable features in Provisioning necessary to complete the rest of

Performance Management

1. Enable functions in Provisioning for Performance and Goals Management

Using the list of features provided in Module 15, enable all of the appropriate
functions in Provisioning in Performance and Goals Management.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 15.2: Define Beginning Performance Management Form Templates

Exercise 15.2: Define

Beginning Performance
Management Form
Templates
In this exercise, you will create a new form template to use while completing
exercises in the remaining modules in this course.

Objectives
At the end of this exercise, you will be able to:

 Create a new Performance Management v11 template from an existing

template
 Download the Annual Review template and rename it PMv12 Mastery
Template

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 15.2: Define Beginning Performance Management Form Templates

1. Create a new PMv11 template from the existing one:

A. Using the directions above, copy the existing PMv11 template.
B. Name the new version PMv11 Mastery Template.
2. There are two versions of the PMv12 template available in the
SuccessStore.
A. Navigate to the SuccessStore.
B. Select the radio button next to the Annual Review (PMv12) template
and click Add to my Instance.
C. Name the new form PMv12 Mastery Template.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 2

 Exercise 15.3: Edit Template General Settings

Exercise 15.3: Edit

Template General Settings
In this exercise, you will define the general settings for both the Performance
Management v11 and Performance Management v12 templates.

Objectives
At the end of this exercise, you will be able to:

 Define the general settings for both the Performance Management v11 and
Performance Management v12 templates.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 15.3: Edit Template General Settings

1. Update the PMv11 template:

A. Create and associate the route map as described on the PMv11 Route
Map tab of the Configuration workbook. Name it PMv11 Route Map.
B. Associate the Performance Scale.
C. Set Unable to Rate to “Too New to Rate”.
D. Set the default start and end dates to the first and last day of the current
year.
E. Set the default due date to January 15 of the next year.
F. Save all changes. Make sure the changes have been applied by
creating a new form for the user of your choice.

2. Update the PMv12 template:

A. Create and associate the route map as described on the PMv12 Route
Map tab of the Configuration workbook. Name it PMv12 Route Map.
B. Associate the Default Scale.
C. Set Unable to Rate to “Too New to Rate”.
D. Set the default start date to 30 days before Default End Date.
E. Set the default end date to December 31 of the current year.
F. Set the default due date to 60 days after the default end date.
G. Save all changes. Make sure the changes have been applied by
creating a new form for the user of your choice.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 2

 Exercise 16.1: Explore the Common Elements

Exercise 16.1: Explore the

Common Elements
In this module, you learned about the elements common to each section in the
Performance Management form template. Each of these areas will be covered in
more detail in following modules, as you learn to configure them in ways that
work best for those types of sections.

In this exercise, you will be exploring both Manage Templates and the XML to
make sure you know where these items can be configured, when it’s time to do
so.

Objectives
At the end of this exercise, you will be able to:

 Identify areas in Manage Templates and XML where common elements of

the Performance Management template form can be configured.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 16.1: Explore the Common Elements

1. Configure PMv11 / PMv12 template

A. Log in to your instance, and navigate to a PM form template (either
PMv11 or PMv12). Find the areas where you can do the following,
keeping in mind that it may not be possible to do that action in Manage
Templates yet:1.1.1 Enable a rating scale for the entire form and for a
section.1.1.2 Define comment settings.1.1.3 Make a section
“configurable”.1.1.4 Set item weights and section weights.1.1.5 Turn on
the section summary.1.1.6 Set permissions.1.1.7 Change labels.
B. Open the PM template XML in your XML editor, and find the areas
where you can do the following. Remember that, since Performance
Management is built on XML, all configurations can be performed in the
XML.
I. Enable a rating scale for the entire form and for a section.
II. Define comment settings.
III. Make a section “configurable”.
IV. Set item weights and section weights.
V. Turn on the section summary.
VI. Set permissions.
VII. Change labels

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 2

 Exercise 17.1: Introduction and Employee Information Sections

Exercise 17.1: Introduction

and Employee Information
Sections
In this exercise, you will define how the Introduction and Employee Information
Sections will appear in the Performance Management form.

Objectives
At the end of this exercise, you will be able to:

 Configure the Introduction and Employee Information sections of the

Performance Management form

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 17.1: Introduction and Employee Information Sections

1. Enable Introduction Section

A. Use the information in the module and the configuration guide to make
the changes requested below. These changes are listed in the
configuration workbook, starting on line 10 for both PMv11 and PMv12.
(Note that PMv12 is not currently supporting RTF so Introduction text
should be in a simple format in that template. The PMv12 will be
updated in the near future to support RTF.)
B. For the PMv11 template, set up the Introduction section as indicated in
the Configuration workbook
C. Update the template and test by launching a new form.
D. For the PMv12 template, set up the Introduction section as indicated in
the Configuration workbook.
E. Update the template and test by launching a new form.
2. Enable Employee Information Section
A. Use the information in the module and the configuration guide to make
the changes requested below. These changes are listed in the
configuration workbook, starting on line 13 for PMv11.
B. For the PMv11 template, set up the Employee Information section as
indicated in the Configuration workbook.
C. Update the template and test by launching a new form.
D. For PMv12 template, you would need to create Custom Section (more
in Performance Management Custom Sections & Fields Module)

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 2

 Exercise 17.2: The Review Information Section

Exercise 17.2: The Review

Information Section
In this exercise, you will define how the Review Information section will appear
in the Performance Management form.

Objectives
At the end of this exercise, you will be able to:

 Configure the Review Information section in the Performance Management

form

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 17.2: The Review Information Section

1. Enable Review Information Section

A. Use the information in the module and the configuration guide to make
the changes requested below. These changes are listed in the
configuration workbook, starting on line 22 for PMv11.
B. For the PMv11 template, set up the Review Information section as
indicated in the Configuration workbook.
C. Update the template and test by launching a new form.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 2

 Exercise 18.1: Configure Competency Sections

Exercise 18.1: Configure

Competency Sections
In this exercise, you will define competency sections for both PMv11 and PMv12
forms.

Objectives
At the end of this exercise, you will be able to:

 Configure competency sections for both PMv11 and PMv12

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 18.1: Configure Competency Sections

1. Customize Competency section for PMv11

Use the information from the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook, starting on line 39 for PMv11 and line 36 for PMv12.
A. Change the current competency section’s name to Corporate Competencies.
B. Add introduction text to the section (line 40).
C. Change the rating scale for this section only to Default Scale (line 45).
D. Both the E and EM should be able to see ratings boxes and make both
item and section comments (line 46).
E. Update the template and test by launching a new form.
F. Add a new competency section called Job Specific Competencies.
G. Add introduction text to the section (line 54).
H. Keep the Performance Scale for this section (line 59).
I. Both the E and EM should be able to see ratings boxes and make both
item and section comments (line 60).
J. Update the template and test by launching a new form.
2. Customize Competency section for PMv12
A. Change the current competency section’s name to Corporate Competencies.
B. Add introduction text to the section (line 37).
C. Change the rating scale for this section only to Default Scale (line 42).
D. Both the E and EM should be able to see ratings boxes and make both
item and section comments (line 43).
E. Update the template and test by launching a new form.
F. Add a new competency section called Job Specific Competencies.
G. Add introduction text to the section (line 51).
H. Keep the Performance Scale for this section (line 56).
I. Both the E and EM should be able to see ratings boxes and make both
item and section comments (line 57).
J. Update the template and test by launching a new form.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 2

 Exercise 18.2: Populating Competencies

Exercise 18.2: Populating

Competencies
In this exercise, you will populate competencies using Manage Templates and
XML.

Objectives
At the end of this exercise, you will be able to:

 Populate competencies to a section by hard-coding, designating core or job

specific competencies, and allowing users to add them on an ad-hoc basis

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 18.2: Populating Competencies

1. Hard Code Competencies

Use the information from the module and the configuration guide to make
the changes requested below. These changes are listed in the
configuration workbook, starting on line 36 for PMv12.
A. In the PMv12 template, hard code the following competencies into the
Corporate Competencies section:
o Customer Focus
o Product Knowledge
o Territory Management
B. Update the template and test by launching a new form.
2. Core Competencies
Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook, starting on line 39 for PMv11.
A. In the PMv11 template, configure the Corporate Competencies section
so that core competencies are pulled into the section.
B. Update the template and test by launching a new form.
3. Job Specific Competencies
Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook, starting on line 53 for PMv11 and line 50 for PMv12.
A. In the PMv11 template configure the Job Specific Competencies section
so that job specific competencies are pulled into the section.
B. Update the template and test by launching a new form.
C. In the PMv12 template configure the Job Specific Competencies section
so that job specific competencies are pulled into the section.
D. Update the template and test by launching a new form.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 2

 Exercise 18.2: Populating Competencies

4. Ad Hoc Competencies
Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook, starting on line 39 for PMv11.
A. In the PMv11 template add the ability for users to add competencies to
the Job Specific Competencies section (line 55).
B. Update the template and test by launching a new form.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 3

 Exercise 19.1: Configure Goal Sections

Exercise 19.1: Configure

Goal Sections
In this exercise, you will define goal sections for both PMv11 and PMv12 forms.

Objectives
At the end of this exercise, you will be able to:

 Configure goal sections for both PMv11 and PMv12 forms

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 19.1: Configure Goal Sections

1. Configure Goal Section for PMv11 template

Use the information from the module and the configuration guide to make
the changes requested below. These changes are listed in the
configuration workbook, starting on line 25 for PMv11 and line 22 for
PMv12.
A. Name the section Performance Goals and add introduction text.
B. Make sure the Goal Plan ID matches the ID of your GM Mastery
template.
C. Both the E and EM should be able to see ratings boxes and make both
item and section comments.
D. Make the Add Goal button visible (line 34).
E. Update the template and test by launching a new form.
2. Configure Goal Section for PMv12 template
A. Name the section Performance Goals and add introduction text.
B. Make sure the Goal Plan ID matches the ID of your GM Mastery
template.
C. Both the E and EM should be able to see ratings boxes and make both
item and section comments.
D. Make the Add Goal button visible (line 31).
E. Update the template and test by launching a new form.

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 Exercise 19.2: Populate Goals

Exercise 19.2: Populate

Goals
In this exercise, you will define how goals should be populated into the goals
sections for both PMv11 and PMv12 forms.

Objectives
At the end of this exercise, you will be able to:

 Populate goals into appropriate sections in the PMv11 and PMv12 forms

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 Exercise 19.2: Populate Goals

1. Populate goals in PMv11 template

Use the information from the module and the configuration guide to make
the changes requested below. These changes are listed in the
configuration workbook, starting on line 25 for PMv11 and line 22 for
PMv12.
A. Set the goal section to auto-populate.
B. Determine if the Add Goals and/or Add Existing Goal buttons should
be enabled, and configure accordingly.
C. Set goals to be edited in a pop-up window.
D. Update the template and test by launching a new form.
2. Populate goals in PMv12 template
A. Set the goal section to auto-sync.
B. Determine if the Add Goals and/or Add Existing Goal buttons should
be enabled, and configure accordingly.
C. Set goals to be edited in a pop-up window.
D. Update the template and test by launching a new form.

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 2

 Exercise 19.3: Create a Custom Section

Exercise 19.3: Create A

Custom Section
In this exercise, you will create a custom section for both a PMv11 and a PMv12
form.

Objectives
At the end of this exercise, you will be able to:

 Configure a custom section for both a PMv11 and a PMv12 form

1. Create a Custom Section

Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook, starting on line 67 for PMv11 and line 65 for PMv12.
A. For the PMv11 template, create a custom section with the fields set up
as indicated in the configuration workbook.
B. Update the template and test by launching a new form.
C. For the PMv12 template, create User Information section as indicated in
the configuration workbook (line 13).
D. Create a custom section with the fields set up as indicated in the
configuration workbook (line 65).
E. Update the template and test by launching a new form.

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 Exercise 20.1: Set Item and Section Weights

Exercise 20.1: Set Item and

Section Weights
In this exercise, you will define how individual items and sections on the
Performance form will be weighted.

Objectives
At the end of this exercise, you will be able to:

 Configure individual item and section weights in the Performance form

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 Exercise 20.1: Set Item and Section Weights

1. Set Item Weights

Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook in the appropriate goal and competency sections.
A. For the PMv11 template configure the item weight settings as indicated
in the Configuration workbook.
B. Update the template and test by launching a new form.
C. For the PMv12 template configure the item weight settings as indicated
in the Configuration workbook.
D. Update the template and test by launching a new form.
2. Set Section Weights
Use the information from the module and the configuration guide to make
the changes requested below. These changes are listed in the
configuration workbook in the appropriate goal and competency sections.
A. For the PMv11 template configure the section weight settings as
indicated in the Configuration workbook.
B. Update the template and test by launching a new form.
C. For the PMv12 template configure the section weight settings as
indicated in the Configuration workbook.
D. Update the template and test by launching a new form.

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 Exercise 20.2: Configure the Summary Section

Exercise 20.2: Configure

the Summary Section
In this exercise, you will define how the summary section will appear in the
Performance form.

Objectives
At the end of this exercise, you will be able to:

 Configure the Summary Section in the Performance templates PMv11 and

PMv12

1. Configure Summary Section

Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook, starting on line 87 for PMv11 and line 86 for PMv12.
A. For the PMv11 template set up the summary section as indicated in the
Configuration workbook. Please leave lines 93 and 94 for the moment.
B. Update the template and test by launching a new form.
C. For the PMv112 template set up the summary section as indicated in
the Configuration workbook.
D. Update the template and test by launching a new form.

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 Exercise 20.3: Configure the Objective/Competency Section

Exercise 20.3: Configure

the Objective/Competency
Section
In this exercise, you will define how the Objective/Competency section will
appear in the Performance form.

Objectives
At the end of this exercise, you will be able to:

 Configure the Objective/Competency section in the PMv11 template

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 20.3: Configure the Objective/Competency Section

1. Enable Obj/Comp Section

Use the information in the module to make the changes requested below.
Remember that most of the factors for the Objective/Competency section
are configured within the applicable goal or competency section.
A. Configure the Obj/Comp section with the following options:
o Both the competency and goal calculated rating is visible.
o The 9-box is visible:

• Objectives are the x-axis.

• Competencies are the y-axis.

o Comments cannot be left in this section.
o The rating labels should be changed to:

• System Calculated Objective Rating

• System Calculated Competency Rating

B. Within the instance, customize the 9-box with the colors and labels of
your choice.
C. Update the template and test by launching a new form.

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 Exercise 21.1: Set Permissions

Exercise 21.1: Set

Permissions
In this exercise, you will set various permissions to control how the Performance
form looks and acts.

Objectives
At the end of this exercise, you will be able to:

 Set permissions in the Performance Management template

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 Exercise 21.1: Set Permissions

1. Set permissions
Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed in the configuration
workbook in two tabs: PM Permissions for the PMv11 template and PMv12
Permissions for the PMv12 template.
A. For the PMv11 template set up one permission as listed in the PM
Permissions tab of the configuration workbook.
B. Update the template and test by launching a new form.
C. Go through the entire route map as different users.
D. If the permission doesn’t act as desired, stop, re-configure the
permission in the XML, and test until the permission behaves as
expected.
E. Repeat until all permissions are properly configured.
F. For the PMv12 template set up one permission as listed in the PMv12
Permissions tab of the configuration workbook.
G. Update the template and test by launching a new form.
H. Go through the entire route map as different users.
I. If the permission doesn’t act as desired, stop, re-configure the
permission in the XML, and test until the permission behaves as
expected.
J. Repeat until all permissions are properly configured.

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 Exercise 22.1: Stack Ranker and Team Overview

Exercise 22.1: Stack Ranker

and Team Overview
In this exercise, you will enable and explore the stack ranking function in both
PMv11 and PMv12.

Objectives
At the end of this exercise, you will be able to:

 Enable Stack Ranker in PMv11 and Team Overview in PMv12 templates

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 22.1: Stack Ranker and Team Overview

1. Enable Stack Ranker in PMv11 template

Use the information in the module and the configuration guide to make the
changes requested below.
A. Enable the stack ranking function for this form. (Use Case #2)
B. Update the template and test by launching a new form.
C. You’ll need to proxy as a manager and launch forms for all of that
manager’s direct reports, and move those forms so that they are all in
the manager’s in box at the same time.
D. Explore the stack ranking functionality within the PMv11 form.

2. Enable Stack Ranker in PMv11 template

A. The PMv12 form template already has stack ranker enabled.
B. Explore the function within the PMv12 form.
C. You’ll need to proxy as a manager and launch forms for all of that
manager’s direct reports, and move those forms so that they are all in
the manager’s in box at the same time.

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 Exercise 23.1: Calibration

Exercise 23.1: Calibration

In this exercise, you will set up a performance form template to use Calibration.

Objectives
At the end of this exercise, you will be able to:

 Configure a performance form template for the Performance Management

module

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 Exercise 23.1: Calibration

1. Configure Calibration session

Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed on the Calibration tab
of the Configuration Workbook.
A. Enable Calibration in Provisioning, and make sure that all appropriate
roles have the permissions needed for Calibration.
B. Make a copy of your existing PMv11 template, and rename it PMv11
with Calibration.
C. Create the route map as it is described in the Calibration Route Map
tab of the configuration workbook, and assign that route map to the
PMv11 with Calibration template.
D. Using the Calibration tab in the configuration workbook, configure a
Calibration Template and Calibration Session.
E. Update the template, and test. To test, you’ll need to….
I. Launch forms for all of a manager’s direct reports.
II. Have the “manager” rate the employees.
III. Move all forms to the Calibration step.
IV. Run the Calibration Session.

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 Exercise 24.1: 360º Multi-Rater Review

Exercise 24.1: 360º Multi-

Rater Review
In this exercise, you will set up a 360º Multi-Rater Review form template.

Objectives
At the end of this exercise, you will be able to:

 Configure a 360º Multi-Rater performance form template

© 2014 SuccessFactors An SAP Company. Confidential. All rights reserved. 1

 Exercise 24.1: 360º Multi-Rater Review

1. Configure 360 Review Form

Use the information in the module and the configuration guide to make the
changes requested below. These changes are listed on the 360 Multi-
Rater and 360 Form Template Settings tabs of the configuration
workbook.
A. Enable 360º in Provisioning, and make sure that all appropriate roles
have the permissions needed for 360º reviews.
B. Create a new 360º template in the instance.
I. Associate the Default rating scale.
II. Use the 360-Manager Process route map from the SuccessStore
library.
C. Using the 360 MultiRater and 360 Form Template Settings tabs in the
configuration workbook, configure the template.
D. Update the template, and test. To test, you’ll need to:
I. Proxy as a manager, and launch forms for all the direct reports.
II. Proxy as the raters, and complete ratings on the 360º form.
III. Move forms through the entire route map, from the point of view of
several users.

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