Knowing that SAP SuccessFactors is among the leading technologies offering Human Capital Management (HCM) software solutions using Software as a Service model has created its own space today. Performance Management & Goals Management is one of the most important and essential areas for our client.
After gaining multitude of experience in implementing Performance Management and Goals Management projects involving industries such as chemicals, pharmaceuticals, education, manufacturing, mining, constructions, solar, electrical; I thought of sharing some tips on how the Performance and Goals Management Consultants can overcome challenges while implementations.
It is very important for the Consultants to understand how Performance and Goals Management goes hand in hand, as illustrated below:
Here we go with some Functional Tips:
Reason : It gives the client immense satisfaction and understanding of the product and helps in proper requirement gathering.
Reason : This will increase the client’s confidence in you and would definitely highlight your strengths.
Reason : This not only aligns the process but also makes it smooth and reduce complexities. Stakeholders can be Manager, Matrix Manager, etc.
Reason : You will not only discover a work around for meeting additional requirements but also will learn for future projects.
Reason : Client may choose such features as a good add-on to their on going process and can also use them as globally accepted solution.
Reason : While acting as a reference during iterations and other milestones of the project, process document creates transparency on agreed points.
Reason : This way they can get actual glimpse of their to-be system and can help them relate it withe their process in much better way before considering the delta changes in the SuccessFactors system.
Reason : Its always good to have an expert hand during such an important milestone.
Reason : This ensures the level of clarity they have gained to run the system and address the user’s queries.
Reason : This will help the users to relate the document with the system. Moreover, step by step process will be easy to understand.
Reason : This leads to correct hand holding of the system by client and getting used to new product for performing day to day activities.
Now, we will focus on few Technical Tips:
Reason : This will surely help in correct display for texts, competencies, goal library, etc on the user interface.
Reason : To avoid overlapping of the permissions. Scenario: Manager and HR is same for an employee.
Reason : This would help in configuring system in more structured way and better product efficiency.
Solution : Either the form can be deleted and re-launched or the previous Second Manager can take Feedback from new Second Manager and post the same on the Performance Form.
Reason : This can help to launch the form for specific employees based on the specific criteria. For instance, I used custom01 (Eligible for PM as below) field of User Data File to filter employees eligible for Performance Management.
Reason : This gives good impression to the users using the system for the first time and this will be specific for the next action to be performed.
Reason : This would help you to quickly identify the Performance and Goals Management related Route Maps and Rating Scales.
Reason : This will give the complete list of Subjects to be calibrated.
Reason : Its always good to be double sure.
To conclude, SuccessFactors assures the following advantages to client using its Performance and Goals Management tool
Nevertheless, a consultant’s motto is to fulfil all the requirements of client. So there could be multiple ways to do that even what i might have missed. You can share your ideas / experiences / tips to make it more smooth.
More inputs are always welcomed
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