Feature Scope Description | PUBLIC

2023-11-06

Feature Scope Description for SAP

SuccessFactors Performance and
Goals
© 2023 SAP SE or an SAP affiliate company. All rights reserved.
 Content

1 About This Document................................................................................................................................................................................................................3

2 Features ...............................................................................................................................................................................................................................................4

3 Service Availability....................................................................................................................................................................................................................12

4 Security, Privacy, and Compliance................................................................................................................................................................................14

5 Browser Support ........................................................................................................................................................................................................................15

2 PUBLIC Feature Scope Description for SAP SuccessFactors Performance and Goals
About This Document
1 About This Document

This document describes the features that are available in SAP SuccessFactors
Performance and Goals. The availability of some of the features may depend on your
license agreement with SAP.

To illustrate integration with other SAP offerings, the product documentation on SAP Help
Portal might include references to features that are not included with SAP SuccessFactors
Performance and Goals. Features that are not included in this feature scope description
might require a separate license.

i Note
This document does not include any information about:

• Packages and pricing available for SAP SuccessFactors Performance and Goals. For more
information, see SAP Discovery Center.

Feature Scope Description for SAP SuccessFactors Performance and Goals

About This Document PUBLIC 3
2 Features

This specifications document describes key features and functionalities of SAP

SuccessFactors Performance & Goals, as of the 2H 2023 Release.

KEY FEATURES AND FUNCTIONALITIES

• Goal Management

• Performance Management

• 360 Degree Reviews/Multirater Assessments

• Calibration for Performance

• Continuous Performance Management

• Objectives and Key Results (OKRs)

GOAL MANAGEMENT

Goal Management facilitates and automates the process of creating, aligning, monitoring
and measuring organizational and individual goals. With Goal Management, managers can
break down broad organizational objectives into specific, manageable and measurable
components that can be assigned to Users in the form of clear, visible and actionable goal
plans.

Goal Categories Facilitates reporting and tracking goals and

helps support the Balanced Scorecard
methodology.

Align Goals Fosters organizational objectives throughout

business units, departments, and workgroups
by cascading goals from top business
strategies through individual goals and
objectives, and by linking goals from one goal
plan to another.

SMART Goal Wizard Gives Users step-by-step guidance on how to

create goals that are "Specific, Measurable,
Attainable, Relevant and Time-bound"
(SMART).

Goal Library Provides over 500 ready-to-use, role-specific

goals based on research and industry
experience.

4 PUBLIC Feature Scope Description for SAP

SuccessFactors Performance and Goals
Features
 Group Goals and Team Goals Allows for a common goal that multiple
individuals, as a team, can achieve together.
The main difference between group goals and
team goals is that everyone sharing the group
goal is responsible for achieving it; however,
the person assigning the team goals only
monitors the goals, but does not share the
responsibility of achieving it.

Initiatives Allows creation of departmental, corporate,

and division level initiatives, to which the
Users can actively associate their personal
goals. It greatly helps to work with goals that
are specific to departments and divisions.

Goal Alignment Spotlight Provides full line-of-sight visibility from the

most strategic goal down to the most tactical
one.

Dashboard & Spotlights Gives managers and leaders visibility into

how the organization is progressing against
goals, to track whether everyone is executing
against the business strategy.

Integration with Continuous Performance Add and link your continuous performance
Management management activities and achievements
directly from within the goal details page.
Showcase evidence of your tactical progress
toward goal achievement.

Goal Feedback and notifications Allows managers and employees to have a

collaborative, threaded online dialogue about
goal(s) and how best to achieve it. Recipients
of the feedback can also receive real-time
notifications if someone comments on their
goal plan.

Reporting Create and run reports to learn things such as

the number of departments that have aligned
goals to broader corporate initiatives, or
gauge the completion rate of a goal within
one or multiple divisions in an organization.

View linked OKRs from Dynamic Teams Allows those with access to a goal plan to
view any OKRs an employee has linked from
Dynamic Teams. The intent is to demonstrate
how the employee’s individual goal and
achievement pays into the team-based work
to which they are contributing.

Mobile (iOS and Android) Create and update goals from within the SAP
SF mobile application. Users can access their
goal data, including tasks, targets and
milestones as well as goal feedback.

Feature Scope Description for SAP SuccessFactors Performance and Goals

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PERFORMANCE MANAGEMENT

Performance Reviews help organizations measure individual contributions so that they can
decide who to keep, reward or single out for targeted development. In addition,
Performance Reviews help applying best practices for the entire performance
management process.

Writing Assistant & Coaching Advisor Writing Assistant is a content development

tool with an extensive library of
development and mentoring
recommendations. These
recommendations help Managers to
provide targeted, effective, and
meaningful feedback to Users.

Customer can use Coaching Advisor (Give

Advice) alone as a mentoring reference, or
use it along with Writing Assistant to
provide holistic feedback.

Route Maps Route Maps define the workflow that all

Users should follow during the
performance review process.

Customer can specify the personnel

involved in the process and the sequence
in which they will be acting on the form.

Legal Scan Legal Scan is a tool that helps screening

the comments Users have entered in a
form for potentially improper or
discriminatory language. It uses a
customizable library to check for
potentially improper or discriminatory
language in form comments.

Legal Scan works much like a spell-

checker. Once comments have been
entered, the User can opt to use Legal
Scan to review comments and flag any
words that are potentially improper or
discriminatory. If a word is flagged, Legal
Scan will also suggest actions or
alternative terminology to correct the
issue.

Email Notifications Provides a list of email notifications that

get triggered when specific activities or
events occur, e.g. when a form is created,
routed, or overdue.

Email notifications can be turned on or off.

When any of these email notifications are
enabled, Users will receive a notification
when the related actions occur. The
content of email notifications can be
customized.

6 PUBLIC Feature Scope Description for SAP

SuccessFactors Performance and Goals
Features
 Analytics Provides insight into overall performance
management, and about employee
strengths and capabilities. Includes
reporting capabilities on the audit trail of
performance forms.

The Team Overview feature provides a

one page status summary of each direct
Team Overview
reports' performance to monitor the
progress of Performance forms.

Ability to Ask for Feedback, which is an

integrated approach to solicit feedback
Ask for Feedback
from both internal and external Users via
email.

Integration with Talent Intelligence Hub Rate skills and competencies though an
integration with the Talent Intelligence
Hub.

Team Rater (Stack Ranker) The Team Rater, also known as Stack
Ranker, allows raters to quickly review the
ratings of the Users being evaluated, and
to visualize how they compare with, or
stack up against, one another.

The Stack Ranker can also be used to view

and update competency ratings, add
comments, and view how Users are rated
overall.

Rating Scales A rating scale is a tool used during the

evaluation process to quantify reviewers'
perspective on performance.

Qualtrics Integration Launch a Qualtrics survey immediately

after an employee signs and submits their
performance form.

Mobile (iOS and Android) Use Performance Management on mobile

device through either the iOS or Android
native app.

Feature Scope Description for SAP SuccessFactors Performance and Goals

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360 DEGREE REVIEWS/MULTIRATER ASSESSMENTS

360 Degree Reviews helps organizations collect feedback on employee performance and
behavior from everyone, both inside and outside an organization. Quantitative and
qualitative data from 360 Developmental Surveys & Multi-Rater Assessments can be
collected and graphically displayed by various categories.

360 Developmental Surveys - Gives employees a balanced view of strengths and

weaknesses as perceived by their key constituents both inside and outside an organization

Multirater Assessments – Captures input from multiple raters, including numeric ratings for
competencies and objectives.

Support for Internal & External Raters Incorporates named or anonymous feedback
from peers, managers, direct reports and
external constituents, such as customers or
partners. An assignment tool also allows
managers to select the assessment criteria for
each reviewer. Note that external raters
providing feedback as described above are
not charged as Users under the current SAP
SuccessFactors price list.

Integration with Talent Intelligence Hub Rate skills and competencies though an
integration with the Talent Intelligence Hub.

Configurable Workflow Workflow engine can mirror an organization-

specific routing process and send email
reminders.

Helps to reveal any blind spots and hidden

Detailed Reporting
strengths.

Helps raters write concise, meaningful

Writing Assistant
feedback.

Microsoft Outlook Integration Enables Outlook reminders so that Users

don’t miss a 360 developmental survey or
multirater assessment.

Mobile (iOS and Android) Internal raters can provide ratings and
comments on Goals and Competencies or
decline to participate.

8 PUBLIC Feature Scope Description for SAP

SuccessFactors Performance and Goals
Features
CALIBRATION FOR PERFORMANCE

Calibration helps to bring objectivity to performance, pay and succession decisions.

Visual Comparison of Employees Allows to view rating elements in list views,

bin views and matrix grid views; stack rank
Users.

Comprehensive View * Allows customers to select from four

different data sources (Performance,
Compensation, Succession, Talent Profile) to
calibrate ratings.

GUI-Driven Calibration Supports drag-and-drop to calibrate Users.

Calibration Dashboards Provides simple charts with an aggregate

view of the specific subset of Users being
calibrated.

Calibration Setup & Admin Allows to set up calibration and manage

security through simple clicks; to select
people within an organizational chart; and to
specify distribution curve guidelines.

Executive Reviews Gives HR and business executives visibility

into the aggregate of all sessions' behavior
for analysis of company-wide calibration
results. The executive review is usually
handy when sessions are in-progress or
being finalized.

CONTINUOUS PERFORMANCE MANAGEMENT

Continuous Performance Management is a solution that enables quick feedback on work

through frequent and structured conversations between employee and manager. A
manager can track team members' progress and use the data points to guide the ongoing
1:1 meetings. Along with the web application, Continuous Performance Management is also
available on the SAP SuccessFactors application for iPhone, iPad and Android phones
(subject to standard mobile app terms and conditions, as applicable).

Activities & Topics Employees can manage activities in real-time

to give managers better visibility into what
employees are working on. Users can also
discuss topics, related or unrelated to work,
that may be relevant to User’s engagement
and performance.

Link activities and achievements to Users can link activities and achievements to
performance and development goal plan performance and development goals, to help
demonstrate execution toward achieving
performance and/or development objectives.

Create performance goals Users can create performance goals directly

from within Continuous Performance
Management

Feature Scope Description for SAP SuccessFactors Performance and Goals

FeaturesPUBLIC 9
Configure notifications Customers can configure notifications that the
employees and managers can receive on the
home page of the web application, on the
SAP SuccessFactors mobile app, and through
e-mails.

Achievements With this view, users can create and view all of
their notable achievements

Give and Request continuous feedback Users can request feedback from others
about themselves. Managers can request
continuous feedback about direct reports
from people in their organization. Once
received, Users can manage all their feedback
from one single place, and optionally it can
be linked and aligned to the activities.

View feedback Users can view feedback received, sent, and

requested.

Give Feedback from Microsoft Outlook Users can give feedback from Microsoft
Outlook through an add-in included in the
Outlook ribbon.

Request Feedback directly on activities, Users can request feedback on their activities
including activities tagged as achievements from their manager, peers, or any other
employee. A manager can request feedback
on the activities of direct reports, or from
anyone within the Customer organization.

Give and request feedback from Microsoft Users can give and request feedback from
Teams Microsoft Teams.

Reporting Create reporting stories through People

Analytics to track details such as number of
completed activities, achievements year to
date, total number of 1:1 meetings between
employee and manager, etc.

Integration with SAP SuccessFactors Goal These integrations, available if customer has
Management, Career Development Planning, subscribed to such products, enable
Performance Management, Calibration, and managers and other stakeholders to get
Compensation direct to access achievements and feedback
received on achievements, while making
decisions.

Mobile (iOS, Android, and Mobile Responsive) Use Continuous Performance Management &
Feedback features on a mobile device
through either the iOS or Android native app.
Mobile responsiveness supports user access
to the solution from a mobile device Web
browser.

10 PUBLIC Feature Scope Description for SAP

SuccessFactors Performance and Goals
Features
OBJECTVES AND KEY RESULTS (OKRs)

OKRs is a feature set within the Dynamic Teams experience. OKRs require a Performance
and Goals license to enable. OKRs provides a way for dynamic teams to create objectives
and set meaningful and measurable outcomes.

Create OKRs Create Objectives and define meaningful

key results. The experience provides
micro-learnings woven into key
touchpoints to help teach users how to
create OKRs properly. Add comments to
key results to provide updates on
progress.

Assign Contributors Create accountability by assigning team

members as contributors to key results.

Link OKRs to personal performance goals Link an OKR to a personal performance

goal to demonstrate how your individual
goals and accomplishments pay into the
team-based work to which you’re
contributing.

Reporting Build reporting stories in People Analytics

to track the progress of OKRs across
dynamic teams.

Feature Scope Description for SAP SuccessFactors Performance and Goals

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3 Service Availability

This section describes the service availability aspects.

Availability Description
Aspect

Regions See SAP Discovery Center

Infrastructure We run on several underlying Infrastructure-as-a-Service technologies and regions. Some are
Regions owned by SAP, and some are owned by our partner infrastructure providers, including
Microsoft Azure, Google Cloud Platform, and Converged Cloud (SAP)

Availability Service Availability is a customer contractual commit that is pegged at 99.7%

This would imply that our services / product will be available for the customer to use with an
uptime of our Core Product for ≥ 99.7% of the times
SAP Trust Center is the trusted document reference for SLA which is also visible to the
customers SERVICE LEVEL AGREEMENT FOR CLOUD SERVICES

Environments Cloud Foundry environment.

Languages The web-based administration user interface is available in the following languages:
• Arabic
• Bulgarian
• Catalan
• Chinese (China - simplified)
• Chinese (Taiwan)
• Croatian
• Czech
• Danish
• Dutch
• English (Great Britain)
• English (United States of America)
• Estonian
• Finnish
• French (France)
• French (Canada)
• German (Germany)
• German (Switzerland)
• Greek
• Hebrew
• Hindi
• Hungarian
• Indonesian
• Italian

12 PUBLIC Feature Scope Description for SAP

SuccessFactors Performance and Goals
Service Availability
 • Italian (Switzerland)
• Japanese
• Korean
• Latvian
• Lithuanian
• Malay
• Norwegian
• Polish
• Portuguese (Brazil)
• Portuguese (Portugal)
• Romanian
• Russian
• Serbian (Latin)
• Slovak
• Slovenian
• Spanish (Spain)
• Spanish (Mexico)
• Swedish
• Thai
• Turkish
• Ukrainian
• Vietnamese
• Welsh

The SAP SuccessFactors documentation on SAP Help Portal is available in the

following languages:
• English

Accessibility SAP SuccessFactors’ design and development guidelines for its software cover the Web Content
Accessibility Guidelines 2.1 Level A and AA, US Section 508, and the EN 301 549 Chapter 9, 10
and 11.
Additional accessibility information can be found in our Customer Success Accessibility Hub.

Feature Scope Description for SAP SuccessFactors Performance and Goals

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4 Security, Privacy and Compliance

SAP fosters trust through responsible actions in the context of security, privacy, compliance and
transparency. We build secure-by-design solutions, help you meet regulatory and compliance
requirements, collect and process personal data lawfully. SAP SuccessFactors Recruiting ensures cloud
compliance, security and privacy at multiple levels.

Security

SAP protects businesses’ applications and data by building, running, and maintaining more-secure
operations.
See our security measures to help protect your data's integrity, availability, and confidentiality and
explore security products and services from SAP here.
SAP is committed to delivering trustworthy products and cloud services. Secure configuration is
essential to ensuring secure operations and data integrity. We have therefore documented security
recommendations that are consolidated in this one place to help you configure the best in security for
your SAP portfolio. You can access the SAP SuccessFactors HXM Suite Security Recommendations
here.

Privacy

SAP SuccessFactors Recruiting follows SAP's global Data Protection and Privacy (DPP)
guidelines. You can find more information on the guidelines here.
SAP constantly improves upon Technical and organizational measures (TOMs) for Cloud Services to
protect the data we process on behalf of customers against unauthorized access, change, or deletions.
Furthermore, you can access the Data Processing Agreement for Cloud Services (DPA) for your region
here.
You can also access our Data Transfer Fact Sheets and Sub-processor lists here.
Additionally, you can learn about data protection and privacy capabilities available in the SAP
SuccessFactors HXM Suite here.

Compliance

At SAP, we keep our finger on the pulse of ever-increasing security challenges by building a security
foundation based on industry standards and compliance and regulatory requirements. View SAP’s
latest security compliance offerings and reports.
To access our Certificates, Reports, and Attestations, please visit our SAP Compliance Offerings.

Visit My Trust Center

My Trust Center, an area within SAP Support Portal for SAP Trust Center, extends the public offering by
granting access to additional documentation available only to SAP customers and partners with a valid
SAP user ID. You can access My Trust Center here.

14 PUBLIC Feature Scope Description for SAP

SuccessFactors Performance and Goals
Security, Privacy and Compliance
5 Browser Support

Overview of the browser support.

For the UIs of the service, the following browsers are supported on Microsoft Windows PCs
and, where mentioned below, on macOS:
Browser Versions

Google Chrome Latest version

Mozilla Firefox Latest version

Microsoft Edge Latest version

i Note
Internet Explorer 11 or lower versions are not supported.

Safari Latest version (for macOS only)

For additional information, please view our Desktop Browsers and Browser Configuration
Requirements support page.

For mobile browsers:

Browser Versions

Google Chrome for Latest version

Android

Google Android default Latest version

browser

Safari for iOS Latest version (for macOS only)

For additional information, please view our Mobile Browser support page.

Feature Scope Description for SAP SuccessFactors Performance and Goals

Browser Support PUBLIC 15
Important Disclaimers and Legal Information

Hyperlinks

Some links are classified by an icon and/or a mouseover text. These links provide additional information.
About the icons:
• Links with the icon : You are entering a Web site that is not hosted by SAP. By using such links, you agree
(unless expressly stated otherwise in your agreements with SAP) to this:
• The content of the linked-to site is not SAP documentation. You may not infer any product claims
against SAP based on this information.
• SAP does not agree or disagree with the content on the linked-to site, nor does SAP warrant the
availability and correctness. SAP shall not be liable for any damages caused by the use of such
content unless damages have been caused by SAP's gross negligence or willful misconduct.
• Links with the icon : You are leaving the documentation for that particular SAP product or service and are
entering an SAP-hosted Web site. By using such links, you agree that (unless expressly stated otherwise in your
agreements with SAP) you may not infer any product claims against SAP based on this information.

Videos Hosted on External Platforms

Some videos may point to third-party video hosting platforms. SAP cannot guarantee the future availability of videos
stored on these platforms. Furthermore, any advertisements or other content hosted on these platforms (for example,
suggested videos or by navigating to other videos hosted on the same site), are not within the control or responsibility of
SAP.

Beta and Other Experimental Features

Experimental features are not part of the officially delivered scope that SAP guarantees for future releases. This means that
experimental features may be changed by SAP at any time for any reason without notice. Experimental features are not for
productive use. You may not demonstrate, test, examine, evaluate or otherwise use the experimental features in a live
operating environment or with data that has not been sufficiently backed up.
The purpose of experimental features is to get feedback early on, allowing customers and partners to influence the future
product accordingly. By providing your feedback (e.g. in the SAP Community), you accept that intellectual property rights
of the contributions or derivative works shall remain the exclusive property of SAP.

Example Code

Any software coding and/or code snippets are examples. They are not for productive use. The example code is only
intended to better explain and visualize the syntax and phrasing rules. SAP does not warrant the correctness and
completeness of the example code. SAP shall not be liable for errors or damages caused by the use of example code
unless damages have been caused by SAP's gross negligence or willful misconduct.

Bias-Free Language

SAP supports a culture of diversity and inclusion. Whenever possible, we use unbiased language in our documentation to
refer to people of all cultures, ethnicities, genders, and abilities.

16 PUBLIC Feature Scope Description for SAP SuccessFactors Performance and Goals
Browser Support
 © 2023 SAP SE or an SAP affiliate company. All rights reserved.

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Feature Scope Description for SAP SuccessFactors Performance and Goals

Important Disclaimers and Legal Information PUBLIC 17