Implementing SAP SuccessFactors Performance & Goal Management at GlobalVoyage Travels: A Travel & Hospitality Industry Case Study

Case Study Background

GlobalVoyage Travels, headquartered in Chennai, is India's fastest-growing travel conglomerate with operations spanning across 20+ countries in Asia, Europe, and North America. With 15,000+ employees worldwide, the company has established itself as a leader in leisure travel, corporate travel management, destination experiences, and hospitality services.

Mr. Rajan Krishnamurthy, CEO of GlobalVoyage Travels, recently unveiled "Vision 2035: Beyond Destinations" – an ambitious strategic roadmap focusing on personalized travel experiences, sustainable tourism, and digital transformation. "The travel industry is undergoing unprecedented transformation," emphasizes Mr. Krishnamurthy. "As we recover from the pandemic, we face new challenges including economic volatility, changing consumer preferences, and severe talent shortages. Our success depends on building a workforce with the right skills to deliver exceptional customer experiences in this new landscape."

Dr. Meera Sharma, CHRO at GlobalVoyage, has identified several critical talent management challenges:

High turnover rates (35% annually) among customer-facing roles and digital specialists

Significant skills gaps in emerging areas like sustainable tourism, digital marketing, and travel technology

Seasonal fluctuations requiring flexible staffing solutions

Inconsistent performance across similar roles in different regions

Limited visibility into workforce capabilities across global operations

Difficulty developing internal talent pipelines for critical positions

"The travel and hospitality industry faces unique talent challenges," explains Dr. Sharma. "According to our analysis, we're competing not just with other travel companies but with tech firms and retail organizations for critical skills. Our current HR systems can't provide the insights we need to identify, develop, and deploy talent strategically."

To address these challenges, GlobalVoyage has decided to implement SAP SuccessFactors Performance & Goal Management as the cornerstone of its Talent transformation journey.

Implementation Challenge

As the implementation consultant engaged to support this strategic initiative, you must address the following questions that incorporate both technical and organizational considerations.

Admin/Operations Challenge for SAP SF Goal Management and Performance Management:

Aligning Goals with Organizational Strategy:

Ensure that individual goals are aligned with GlobalVoyage’s "Vision 2035: Beyond Destinations" strategy.
Use SAP SF Goal Management to create cascading goals across all levels of the organization, ensuring each employee's goals contribute to broader corporate objectives (e.g., personalized travel, sustainable tourism, digital transformation).

Tracking and Managing Employee Performance:

Implement SAP SF Performance Management to track employee performance in real-time, focusing on key metrics such as customer satisfaction, digital proficiency, and innovation in travel technology.
Use performance data to identify high performers, underperformers, and areas for development.

Improving Goal Clarity and Communication:

Utilize SAP SF Goal Management to ensure that all goals are clearly defined, measurable, and communicated across teams.
Create SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals for each employee to drive focus and accountability.

Setting and Managing Individual Development Plans:

Use SAP SF Performance Management to create personalized development plans based on individual performance reviews and skill assessments.
Link development goals to specific competencies (e.g., digital marketing, sustainable tourism) required for future roles, ensuring employees grow in areas critical to the company's Vision 2035 roadmap.

Monitoring Goal Progress:

Enable managers to regularly monitor progress against goals through SAP SF Goal Management, ensuring timely feedback and adjustment to goals if necessary.
Use progress tracking to identify obstacles and provide employees with the resources or support they need to meet their objectives.

Driving Performance Reviews and Feedback:

Automate the performance review cycle using SAP SF Performance Management, ensuring consistency across regions and departments.
Implement continuous feedback mechanisms, allowing managers to provide real-time feedback and guidance, enhancing employee performance and engagement.

Integrating Performance Data with Talent Development:

Integrate SAP SF Performance Management data with talent management processes to identify top performers and potential leaders.
Use performance data to create targeted talent development programs to bridge skill gaps and prepare employees for key roles in the company’s transformation.

Creating and Managing Performance Calibration:

Implement performance calibration sessions using SAP SF Performance Management to ensure fair and consistent evaluations across teams and regions.
Enable HR and management to calibrate ratings based on performance data, ensuring that evaluations reflect employee contributions accurately.

Addressing High Turnover in Customer-Facing Roles:

Use performance and goal data to identify trends in turnover and performance within customer-facing roles.
Adjust goal-setting frameworks and performance management strategies to address issues and increase retention in these high-turnover positions.

Establishing Cross-Regional Consistency:

Standardize performance metrics and goal-setting frameworks across different regions to ensure consistency in performance management.
Use SAP SF Performance Management to harmonize performance reviews and goal-setting processes globally, accounting for regional nuances but maintaining overall alignment with corporate objectives.

Improving Employee Engagement through Goal Setting:

Use SAP SF Goal Management to foster employee engagement by aligning personal goals with the company’s long-term vision.
Encourage employees to take ownership of their goals, improving motivation and commitment to performance excellence.

These challenges will ensure that GlobalVoyage Travels can leverage SAP SuccessFactors Goal Management and Performance Management effectively, enabling them to build a skilled workforce aligned with the company’s ambitious growth strategy for the coming years.

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SF RX Ops/Admin Challenge

Week 1: SAP SuccessFactors Recruiting – Job Requisition Creation and Strategy (50 Activities)

Recruiting Management

🗂️ Lab Activity #001 ✍️ Log in and navigate to the Recruiting module dashboard.

🧑‍💼 Lab Activity #002 ✍️ Review all open requisitions and their statuses.

📊 Lab Activity #003 ✍️ Generate a report of open requisitions by department.

📝 Lab Activity #004 ✍️ Review the requisition approval workflow settings.

🛠️ Lab Activity #005 ✍️ Update user permissions for recruiters and hiring managers.

Create Job Requisition

📝 Lab Activity #006 ✍️ Create a new job requisition using a blank template.

🧩 Lab Activity #007 ✍️ Copy an existing requisition to create a new one.

🏷️ Lab Activity #008 ✍️ Use “Families & Roles” to pull in competencies for a requisition.

🗃️ Lab Activity #009 ✍️ Fill in all required fields (title, location, due date, etc.).

🧑‍💻 Lab Activity #010 ✍️ Assign a hiring manager and recruiter to the requisition.

🔔 Lab Activity #011 ✍️ Set up approval workflow for the requisition.

🗒️ Lab Activity #012 ✍️ Add custom fields to the requisition form (if enabled).

📅 Lab Activity #013 ✍️ Set a target start date for the new hire.

🏢 Lab Activity #014 ✍️ Select the department and business unit for the requisition.

🏷️ Lab Activity #015 ✍️ Add job-specific tags for easy searching.

Conduct Strategy Alignment Meeting with Hiring Manager

📅 Lab Activity #016 ✍️ Schedule a strategy alignment meeting using the system calendar.

🗒️ Lab Activity #017 ✍️ Document key hiring criteria in the requisition comments.

🤝 Lab Activity #018 ✍️ Share the requisition with stakeholders for review.

🧑‍🤝‍🧑 Lab Activity #019 ✍️ Add interview panel members to the requisition.

📄 Lab Activity #020 ✍️ Attach meeting notes to the requisition record.

Advertise Job Requisition

🌐 Lab Activity #021 ✍️ Post the job requisition to the company career site.

📢 Lab Activity #022 ✍️ Distribute the job posting to external job boards via integrated job distribution.

📱 Lab Activity #023 ✍️ Preview the job posting on mobile.

🖼️ Lab Activity #024 ✍️ Add a company logo or banner to the job posting.

📈 Lab Activity #025 ✍️ Review job posting analytics (views, clicks, applies).

🗣️ Lab Activity #026 ✍️ Edit the job description for clarity and branding.

📝 Lab Activity #027 ✍️ Add screening questions to the job posting.

🕒 Lab Activity #028 ✍️ Set an expiration date for the job posting.

🏷️ Lab Activity #029 ✍️ Tag the posting for internal or external visibility.

🧑‍💻 Lab Activity #030 ✍️ Test the application process as a candidate.

Create Evergreen Job Requisition

🌱 Lab Activity #031 ✍️ Create an evergreen requisition for ongoing hiring.

🔄 Lab Activity #032 ✍️ Set up candidate pooling for evergreen requisitions.

🗂️ Lab Activity #033 ✍️ Tag evergreen requisitions for easy tracking.

📊 Lab Activity #034 ✍️ Generate a report of all evergreen requisitions.

📝 Lab Activity #035 ✍️ Add recurring communication templates for evergreen candidates.

Perform Talent Search

🔎 Lab Activity #036 ✍️ Use candidate search to find profiles by skills or keywords.

🧑‍💻 Lab Activity #037 ✍️ Save a search filter for frequently used criteria.

📄 Lab Activity #038 ✍️ Review candidate profiles and add to a requisition’s pipeline.

🏷️ Lab Activity #039 ✍️ Tag candidates for future engagement.

📈 Lab Activity #040 ✍️ Analyze search results for diversity and skill gaps.

Internal Candidate Experience

🏠 Lab Activity #041 ✍️ Enable internal job board visibility for employees.

🔄 Lab Activity #042 ✍️ Allow employees to apply for open positions as internal candidates.

📝 Lab Activity #043 ✍️ Track internal candidate applications in the system.

🧑‍💼 Lab Activity #044 ✍️ Review internal candidate profiles.

📊 Lab Activity #045 ✍️ Generate a report of internal vs. external applicants.

Screen Application Automatically

🤖 Lab Activity #046 ✍️ Configure pre-screening (knockout) questions for a requisition.

📑 Lab Activity #047 ✍️ Enable resume parsing for new applications.

🏷️ Lab Activity #048 ✍️ Tag applications that pass auto-screening.

📈 Lab Activity #049 ✍️ Review auto-screening results in the candidate pipeline.

🗂️ Lab Activity #050 ✍️ Archive applications that do not meet minimum requirements.

All activities above are supported by SAP SuccessFactors Recruiting and do not require provisioning access.

Week 2: SAP SuccessFactors Recruiting – Candidate Experience, Screening, and Selection (50 Activities)

Select Candidate (MHR-60-10-60)

🏅 Lab Activity #051 ✍️ Review all new applications for a selected requisition.

🗂️ Lab Activity #052 ✍️ Move qualified candidates to the “To Be Screened” stage.

🏷️ Lab Activity #053 ✍️ Tag candidates with key skills for easy filtering.

🧑‍💼 Lab Activity #054 ✍️ Assign a recruiter to each shortlisted candidate.

📊 Lab Activity #055 ✍️ Generate a shortlist report for the hiring manager.

🧑‍💻 Lab Activity #056 ✍️ Use advanced search filters to identify passive candidates in the database.

🏆 Lab Activity #057 ✍️ Mark high-potential candidates for future talent pools.

🗨️ Lab Activity #058 ✍️ Add notes to candidate profiles for context.

Perform Pre-Screening (MHR-60-10-60-10)

📝 Lab Activity #059 ✍️ Create a pre-screening questionnaire for the role.

📞 Lab Activity #060 ✍️ Conduct a phone screen and log notes in the system.

🧮 Lab Activity #061 ✍️ Score candidates based on pre-screening answers.

🧑‍💻 Lab Activity #062 ✍️ Assign online assessments to selected candidates.

🗣️ Lab Activity #063 ✍️ Record pre-screening feedback for each candidate.

🧾 Lab Activity #064 ✍️ Review assessment results and update candidate status.

🏷️ Lab Activity #065 ✍️ Tag candidates who pass pre-screening for next steps.

🗂️ Lab Activity #066 ✍️ Move unsuccessful candidates to a “Not Selected” status.

Review Candidates (MHR-60-10-60-20)

👀 Lab Activity #067 ✍️ Review candidate profiles with the hiring manager using collaborative review tools.

🧑‍🤝‍🧑 Lab Activity #068 ✍️ Organize a panel review session for top candidates.

🏆 Lab Activity #069 ✍️ Rank candidates based on standardized review criteria.

🗨️ Lab Activity #070 ✍️ Add reviewer comments and ratings to each candidate profile.

📑 Lab Activity #071 ✍️ Update candidate status after review.

🧑‍💼 Lab Activity #072 ✍️ Assign reviewers to specific candidates for evaluation.

📝 Lab Activity #073 ✍️ Use structured review forms for consistent feedback.

🏅 Lab Activity #074 ✍️ Highlight candidates with unique skills or certifications.

🗃️ Lab Activity #075 ✍️ Archive review notes for compliance and future reference.

Confirm Candidate Shortlist (MHR-60-10-60-30)

✅ Lab Activity #076 ✍️ Finalize the shortlist of candidates for interviews.

📧 Lab Activity #077 ✍️ Notify shortlisted candidates via email.

🗂️ Lab Activity #078 ✍️ Move shortlisted candidates to the “Interview” stage.

🏷️ Lab Activity #079 ✍️ Tag candidates as “Shortlisted” in the system.

🧑‍💼 Lab Activity #080 ✍️ Share the shortlist with the interview panel and stakeholders.

📊 Lab Activity #081 ✍️ Generate a shortlist analytics report.

🗨️ Lab Activity #082 ✍️ Collect feedback from the hiring manager on the shortlist.

📝 Lab Activity #083 ✍️ Document reasons for shortlisting or not shortlisting each candidate.

🧑‍💻 Lab Activity #084 ✍️ Prepare interview packs for the panel with candidate summaries.

Schedule Interviews (MHR-60-10-60-40)

📅 Lab Activity #085 ✍️ Set up interview slots in the system, ensuring interviewer availability.

🕒 Lab Activity #086 ✍️ Send interview invitations to candidates with clear instructions.

🧑‍💻 Lab Activity #087 ✍️ Assign interviewers for each candidate based on expertise.

🏢 Lab Activity #088 ✍️ Reserve meeting rooms or set up virtual interview links.

📲 Lab Activity #089 ✍️ Enable candidates to self-schedule interviews for flexibility.

🗓️ Lab Activity #090 ✍️ Set up automated interview reminders for candidates and interviewers.

📝 Lab Activity #091 ✍️ Prepare structured interview guides for each interviewer.

🧑‍🤝‍🧑 Lab Activity #092 ✍️ Assign panel interviews for key roles.

🏷️ Lab Activity #093 ✍️ Tag interviews as “Technical,” “Behavioral,” or “Managerial.”

📊 Lab Activity #094 ✍️ Track interview scheduling metrics (e.g., time to schedule).

Interview Candidates from Shortlist (MHR-60-10-60-50)

🎤 Lab Activity #095 ✍️ Conduct structured interviews using a question bank for consistency.

📝 Lab Activity #096 ✍️ Record interviewer feedback in the system immediately after interviews.

🧑‍⚖️ Lab Activity #097 ✍️ Use competency-based scoring for all candidates.

🗣️ Lab Activity #098 ✍️ Collect panel feedback and consolidate in the system.

📊 Lab Activity #099 ✍️ Generate interview scorecards for all candidates.

🧑‍💻 Lab Activity #100 ✍️ Review and calibrate interview feedback to ensure fairness and consistency.

Note: All activities above are supported by SAP SuccessFactors Recruiting and do not require provisioning access.

Week 3: SAP SuccessFactors Recruiting – Advanced Selection, Interview, and Offer Management (50 Activities)

Schedule Interviews (MHR-60-10-60-40)

📅 Lab Activity #101 ✍️ Configure interview scheduling permissions for recruiters and hiring managers.

🗓️ Lab Activity #102 ✍️ Set up interview time slots using Interview Central.

🧑‍💻 Lab Activity #103 ✍️ Assign interviewers to each candidate using the Interview Team feature.

🏢 Lab Activity #104 ✍️ Reserve meeting rooms or set up virtual interview links for interviews.

📲 Lab Activity #105 ✍️ Enable candidate self-scheduling for interviews.

🔔 Lab Activity #106 ✍️ Set up automated interview reminders for interviewers and candidates.

📝 Lab Activity #107 ✍️ Prepare and distribute structured interview guides to all interviewers.

🧑‍🤝‍🧑 Lab Activity #108 ✍️ Assign panel interviews for key roles.

🏷️ Lab Activity #109 ✍️ Tag interviews as “Technical,” “Behavioral,” or “Managerial” for reporting.

📊 Lab Activity #110 ✍️ Track interview scheduling metrics (e.g., time to schedule, reschedules).

Interview Candidates from Shortlist (MHR-60-10-60-50)

🎤 Lab Activity #111 ✍️ Conduct interviews using Interview Central and record feedback.

📝 Lab Activity #112 ✍️ Use stack ranker to compare candidates post-interview.

🧑‍⚖️ Lab Activity #113 ✍️ Apply competency-based scoring for all candidates.

🗣️ Lab Activity #114 ✍️ Collect and consolidate panel feedback in the system.

📊 Lab Activity #115 ✍️ Generate interview scorecards for all candidates.

🧑‍💻 Lab Activity #116 ✍️ Calibrate interview feedback to ensure fairness and consistency.

🏅 Lab Activity #117 ✍️ Highlight candidates with unique skills or certifications post-interview.

🗃️ Lab Activity #118 ✍️ Archive interview notes for compliance and future reference.

🏆 Lab Activity #119 ✍️ Identify top candidates using Interview Central analytics.

🗨️ Lab Activity #120 ✍️ Conduct a debrief session with the interview panel.

Reject Candidate (MHR-60-10-60-60)

❌ Lab Activity #121 ✍️ Move unqualified candidates to the “Rejected” stage with reason codes.

📩 Lab Activity #122 ✍️ Send personalized rejection emails with feedback (where appropriate).

🗃️ Lab Activity #123 ✍️ Archive rejected candidate profiles for future talent pools.

🏷️ Lab Activity #124 ✍️ Tag rejected candidates for future engagement or rehire.

🧑‍💻 Lab Activity #125 ✍️ Update candidate status and add notes after rejection.

📊 Lab Activity #126 ✍️ Generate a report on rejection reasons for process improvement.

📝 Lab Activity #127 ✍️ Document lessons learned from rejected candidates for future cycles.

🧑‍🤝‍🧑 Lab Activity #128 ✍️ Share feedback with sourcing teams to refine future searches.

🗨️ Lab Activity #129 ✍️ Collect feedback from rejected candidates about their experience.

🏆 Lab Activity #130 ✍️ Recognize top sources of high-quality candidates, even if not hired.

Manage Job Offer (MHR-60-10-60-70)

💼 Lab Activity #131 ✍️ Prepare a job offer letter using system templates and dynamic fields.

🧾 Lab Activity #132 ✍️ Generate a compensation package for the selected candidate.

📧 Lab Activity #133 ✍️ Send the offer letter for internal approval using the offer approval workflow.

📝 Lab Activity #134 ✍️ Track offer approval status in the system.

📬 Lab Activity #135 ✍️ Send the final offer letter to the candidate with a digital acceptance option.

🕒 Lab Activity #136 ✍️ Set a deadline for offer acceptance and track responses.

🗨️ Lab Activity #137 ✍️ Enable candidate to negotiate or ask questions about the offer.

🏦 Lab Activity #138 ✍️ Initiate background verification for the selected candidate.

🧑‍💼 Lab Activity #139 ✍️ Notify HR and onboarding teams of the accepted offer for a seamless transition.

📊 Lab Activity #140 ✍️ Update the requisition status to “Offer Accepted” and track in dashboards.

Close Recruiting Process (MHR-60-10-70)

🏁 Lab Activity #141 ✍️ Mark the requisition as “Filled” in the system.

📊 Lab Activity #142 ✍️ Generate a hiring summary report for the requisition.

🗂️ Lab Activity #143 ✍️ Archive all candidate records for compliance and future reference.

🧑‍💼 Lab Activity #144 ✍️ Notify all stakeholders of the closed requisition.

🏷️ Lab Activity #145 ✍️ Tag the requisition as “Closed” and update status in all dashboards.

📈 Lab Activity #146 ✍️ Analyze time-to-hire and quality-of-hire metrics for the requisition.

🗨️ Lab Activity #147 ✍️ Collect feedback from candidates and hiring managers about their experience.

🧑‍🤝‍🧑 Lab Activity #148 ✍️ Conduct a post-mortem meeting with the recruiting team to capture lessons learned.

🏆 Lab Activity #149 ✍️ Recognize top contributors and document best practices for future cycles.

📚 Lab Activity #150 ✍️ Archive all documentation and close the recruiting project.

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SF Compensation Ops/Admin Challenge

Hands-on activities for Week 1 of your Compensation Challenge, tailored for the SAP SuccessFactors Compensation module.

These activities cover the process areas: Prepare Budgets for Salary Review, Prepare Salary Review, and Execute Salary Review (MHR-90-10-10, MHR-90-10-20, MHR-90-10-30)

Week 1: Manage Salary Review (SAP SF Compensation)

📝 Lab Activity #001: Create a new compensation worksheet for the annual salary review.

💰 Lab Activity #002: Set up a department-level salary review budget.

📊 Lab Activity #003: Configure budget allocation rules based on performance ratings.

🗂️ Lab Activity #004: Import employee salary data into the compensation module.

🏷️ Lab Activity #005: Assign budget managers for each business unit.

🛠️ Lab Activity #006: Customize the compensation worksheet layout for managers.

🧮 Lab Activity #007: Define salary range guidelines for each job grade.

🕹️ Lab Activity #008: Enable budget control features for compensation planners.

🏦 Lab Activity #009: Set up a budget approval workflow for salary review.

📅 Lab Activity #010: Schedule the launch date for the salary review cycle.

🧾 Lab Activity #011: Create eligibility rules for salary review participation.

🧑‍💼 Lab Activity #012: Map employees to their respective compensation planners.

🏢 Lab Activity #013: Configure business unit filters for compensation planning.

🏆 Lab Activity #014: Set up performance rating import for compensation decisions.

🧑‍💻 Lab Activity #015: Test the compensation worksheet with sample data.

🏷️ Lab Activity #016: Add custom fields to the compensation worksheet.

🧑‍🔬 Lab Activity #017: Simulate different merit increase scenarios.

🏁 Lab Activity #018: Launch the salary review process for all eligible employees.

🧑‍🏫 Lab Activity #019: Provide access to compensation planners.

🧑‍🔧 Lab Activity #020: Configure system reminders for pending salary reviews.

🧑‍⚖️ Lab Activity #021: Review and approve manager salary recommendations.

🧑‍💼 Lab Activity #022: Adjust salary recommendations based on budget constraints.

🧑‍💻 Lab Activity #023: Track completion status of salary reviews by department.

🧑‍🔬 Lab Activity #024: Generate a report of all salary changes.

🧑‍🏫 Lab Activity #025: Communicate approved salary changes to managers.

🧑‍🔧 Lab Activity #026: Export salary review results for payroll processing.

🧑‍⚖️ Lab Activity #027: Audit salary review actions for compliance.

🧑‍💼 Lab Activity #028: Archive completed salary review cycles.

🧑‍💻 Lab Activity #029: Collect feedback from managers on the salary review process.

🧑‍🔬 Lab Activity #030: Set up access permissions for salary review participants.

🧑‍🏫 Lab Activity #031: Configure salary review dashboards for executives.

🧑‍🔧 Lab Activity #032: Enable audit trails for all salary review actions.

🧑‍⚖️ Lab Activity #033: Create a FAQ page for salary review participants.

🧑‍💼 Lab Activity #034: Set up automated alerts for salary review deadlines.

🧑‍💻 Lab Activity #035: Test mobile access for salary review forms.

🧑‍🔬 Lab Activity #036: Customize email templates for salary review notifications.

🧑‍🏫 Lab Activity #037: Schedule a training session for managers on salary review.

🧑‍🔧 Lab Activity #038: Create a knowledge base article on salary review best practices.

🧑‍⚖️ Lab Activity #039: Set up a helpdesk ticketing system for salary review queries.

🧑‍💼 Lab Activity #040: Simulate off-cycle salary adjustments.

🧑‍💻 Lab Activity #041: Configure exception handling for out-of-policy recommendations.

🧑‍🔬 Lab Activity #042: Set up multi-currency support for global salary reviews.

🧑‍🏫 Lab Activity #043: Test integration with payroll for approved salary changes.

🧑‍🔧 Lab Activity #044: Enable analytics for gender pay equity during salary review.

🧑‍⚖️ Lab Activity #045: Create a dashboard for salary review progress tracking.

🧑‍💼 Lab Activity #046: Set up role-based access for sensitive salary data.

🧑‍💻 Lab Activity #047: Configure digital signature for salary review approvals.

🧑‍🔬 Lab Activity #048: Test system performance with a large volume of salary review records.

🧑‍🏫 Lab Activity #049: Document lessons learned and improvement ideas for next cycle.

🧑‍🔧 Lab Activity #050: Review audit logs for all salary review activities.

50 hands-on, operational activities for Week 2 of your Compensation Challenge, focused on the process group MHR-90-20 Manage Short-Term Incentives (including design, forecasting, calculation, and communication of incentive payments). All activities are designed for the SAP SuccessFactors Compensation module

Week 2: Manage Short-Term Incentives (SAP SF Compensation)

Design and Set-Up Incentive Plan (MHR-90-20-10)

🏗️ Lab Activity #051: Create a new short-term incentive plan template.

🎯 Lab Activity #052: Define eligibility rules for incentive plan participants.

🧩 Lab Activity #053: Add business goals and KPIs to the incentive plan.

🗃️ Lab Activity #054: Set up plan components (e.g., individual, team, company performance).

🧑‍🤝‍🧑 Lab Activity #055: Assign plan administrators and reviewers.

🏷️ Lab Activity #056: Configure plan effective dates and review periods.

🛠️ Lab Activity #057: Add custom fields for incentive plan tracking.

🧾 Lab Activity #058: Import eligible employee data for the incentive plan.

🧑‍💼 Lab Activity #059: Map incentive plans to specific business units.

🧑‍💻 Lab Activity #060: Test the incentive plan setup with sample data.

Forecast Incentive Payments (MHR-90-20-20)

📈 Lab Activity #061: Set up forecast models for incentive payouts.

🧮 Lab Activity #062: Configure payout calculation rules based on performance metrics.

🧑‍🔬 Lab Activity #063: Simulate different business scenarios for incentive forecasting.

🧑‍💻 Lab Activity #064: Generate a forecast report for incentive payments.

🧑‍🏫 Lab Activity #065: Share forecast results with plan administrators.

🧑‍🔧 Lab Activity #066: Adjust forecast parameters for mid-year business changes.

🧑‍⚖️ Lab Activity #067: Set up approval workflow for forecasted incentive budgets.

🧑‍💼 Lab Activity #068: Enable forecast visibility for finance and HR teams.

🧑‍💻 Lab Activity #069: Export forecast data for executive review.

🧑‍🔬 Lab Activity #070: Document assumptions used in incentive forecasting.

Calculation and Communication of Incentive Payments (MHR-90-20-30)

🧑‍💻 Lab Activity #071: Launch the incentive payout calculation process.

🧑‍🔧 Lab Activity #072: Review calculated incentive amounts for accuracy.

🧑‍🏫 Lab Activity #073: Adjust payouts for exceptions (e.g., new hires, leaves).

🧑‍⚖️ Lab Activity #074: Approve final incentive payout amounts.

🧑‍💼 Lab Activity #075: Generate individual payout statements for employees.

🧑‍💻 Lab Activity #076: Configure payout communication templates.

🧑‍🔬 Lab Activity #077: Schedule payout notifications to eligible employees.

🧑‍🏫 Lab Activity #078: Track payout communication status.

🧑‍🔧 Lab Activity #079: Collect feedback from employees on incentive communication.

🧑‍⚖️ Lab Activity #080: Archive payout records for compliance.

General Short-Term Incentive Operations

🧑‍💼 Lab Activity #081: Set up access permissions for incentive plan participants.

🧑‍💻 Lab Activity #082: Enable audit trails for all incentive plan actions.

🧑‍🔬 Lab Activity #083: Create a dashboard for incentive plan progress tracking.

🧑‍🏫 Lab Activity #084: Schedule a training session for managers on incentive plans.

🧑‍🔧 Lab Activity #085: Customize email templates for incentive notifications.

🧑‍⚖️ Lab Activity #086: Set up automated alerts for incentive plan deadlines.

🧑‍💼 Lab Activity #087: Test mobile access for incentive plan forms.

🧑‍💻 Lab Activity #088: Create a knowledge base article on incentive plan best practices.

🧑‍🔬 Lab Activity #089: Set up a helpdesk ticketing system for incentive plan queries.

🧑‍🏫 Lab Activity #090: Simulate off-cycle incentive adjustments.

Advanced Short-Term Incentive Scenarios

🧑‍🔧 Lab Activity #091: Configure exception handling for out-of-policy incentive recommendations.

🧑‍⚖️ Lab Activity #092: Set up multi-currency support for global incentive plans.

🧑‍💼 Lab Activity #093: Test integration with payroll for approved incentive payouts.

🧑‍💻 Lab Activity #094: Enable analytics for diversity in incentive payouts.

🧑‍🔬 Lab Activity #095: Create a dashboard for incentive payout progress tracking.

🧑‍🏫 Lab Activity #096: Set up role-based access for sensitive incentive data.

🧑‍🔧 Lab Activity #097: Configure digital signature for incentive plan approvals.

🧑‍⚖️ Lab Activity #098: Test system performance with a large volume of incentive records.

🧑‍💼 Lab Activity #099: Document lessons learned and improvement ideas for next cycle.

🧑‍💻 Lab Activity #100: Review audit logs for all incentive plan activities.

50 hands-on, operational activities for Week 3 of your Compensation Challenge, covering : Manage Long-Term Incentive Granting (MHR-90-30) and Manage Rewards and Recognition (MHR-90-40). All activities are designed for the SAP SuccessFactors Compensation module .

Week 3: Long-Term Incentives, Rewards & Recognition (SAP SF Compensation)

Manage Long-Term Incentive Granting (MHR-90-30)

Prepare Budgets for LTI Review (MHR-90-30-10)

🏦 Lab Activity #101: Create a new LTI (Long-Term Incentive) budget for the executive team.

📊 Lab Activity #102: Set up LTI budget allocation rules by business unit.

🗂️ Lab Activity #103: Import historical LTI grant data for reference.

🧮 Lab Activity #104: Simulate LTI budget scenarios for different grant levels.

🏷️ Lab Activity #105: Assign LTI budget owners for each region.

Prepare LTI Review (MHR-90-30-20)

📝 Lab Activity #106: Create an LTI review cycle for the upcoming fiscal year.

🧑‍💼 Lab Activity #107: Define eligibility rules for LTI participants.

🏢 Lab Activity #108: Map LTI plans to specific job families.

🛠️ Lab Activity #109: Add custom fields to the LTI review worksheet.

🧑‍💻 Lab Activity #110: Test the LTI review process with sample data.

Execute LTI Review (MHR-90-30-30)

🚀 Lab Activity #111: Launch the LTI review process for all eligible employees.

🧑‍⚖️ Lab Activity #112: Review and approve LTI grant recommendations.

🧑‍🔬 Lab Activity #113: Adjust LTI grants based on budget constraints.

🧑‍🏫 Lab Activity #114: Track completion status of LTI reviews by department.

🧑‍💼 Lab Activity #115: Generate a report of all LTI grants.

🧑‍💻 Lab Activity #116: Communicate approved LTI grants to managers.

🧑‍🔧 Lab Activity #117: Export LTI review results for payroll/stock administration.

🧑‍⚖️ Lab Activity #118: Audit LTI review actions for compliance.

🧑‍💼 Lab Activity #119: Archive completed LTI review cycles.

🧑‍💻 Lab Activity #120: Collect feedback from managers on the LTI review process.

General LTI Operations

🧑‍🔬 Lab Activity #121: Set up access permissions for LTI review participants.

🧑‍🏫 Lab Activity #122: Configure LTI dashboards for executives.

🧑‍🔧 Lab Activity #123: Enable audit trails for all LTI review actions.

🧑‍⚖️ Lab Activity #124: Set up automated alerts for LTI review deadlines.

🧑‍💻 Lab Activity #125: Test mobile access for LTI review forms.

Advanced LTI Scenarios

🧑‍🔬 Lab Activity #126: Simulate off-cycle LTI grants.

🧑‍🏫 Lab Activity #127: Configure exception handling for out-of-policy LTI recommendations.

🧑‍🔧 Lab Activity #128: Set up multi-currency support for global LTI plans.

🧑‍⚖️ Lab Activity #129: Test integration with payroll/stock systems for LTI grants.

🧑‍💼 Lab Activity #130: Enable analytics for gender equity in LTI grants.

Manage Rewards and Recognition (MHR-90-40)

Design and Set-Up Award Programs (MHR-90-40-10)

🏅 Lab Activity #131: Create a new employee recognition award program.

🎉 Lab Activity #132: Define eligibility criteria for award nominations.

🧑‍🤝‍🧑 Lab Activity #133: Set up peer-to-peer recognition workflows.

🏆 Lab Activity #134: Add custom award categories (e.g., Innovation, Teamwork).

🧑‍💼 Lab Activity #135: Assign award program administrators.

Nominate and Communicate Award (MHR-90-40-20)

📝 Lab Activity #136: Enable self and manager nominations for awards.

🧑‍💻 Lab Activity #137: Configure nomination forms with custom fields.

🧑‍🏫 Lab Activity #138: Set up approval workflows for award nominations.

🧑‍🔧 Lab Activity #139: Schedule award nomination periods.

🧑‍⚖️ Lab Activity #140: Test the award nomination process with sample data.

🧑‍💼 Lab Activity #141: Launch the award nomination process company-wide.

🧑‍🔬 Lab Activity #142: Review and approve award nominations.

🧑‍🏫 Lab Activity #143: Communicate award winners to all employees.

🧑‍🔧 Lab Activity #144: Generate award certificates for recipients.

🧑‍⚖️ Lab Activity #145: Archive completed award cycles.

🧑‍💼 Lab Activity #146: Collect feedback on the recognition program.

🧑‍💻 Lab Activity #147: Set up dashboards to track award participation.

🧑‍🔬 Lab Activity #148: Enable audit trails for award program actions.

🧑‍🏫 Lab Activity #149: Document lessons learned for future award cycles.

🧑‍🔧 Lab Activity #150: Review audit logs for all recognition activities.

💡

SF Learning Ops/Admin Challenge

SAP SuccessFactors Learning 3-Week Challenge

The challenge is designed with hands-on activities that students will perform in the system.

Week 1: Learning Management

MHR-110-10 Learning Management

Manage Learning Forecast

📊 Lab Activity #001 ✍️ Create a 12-month Learning Forecast – Define learning needs for the upcoming year based on business goals

🔍 Lab Activity #002 ✍️ Set Up Forecast Parameters – Configure the settings for your learning forecast

📈 Lab Activity #003 ✍️ Generate Learning Demand Report – Create a report showing forecasted learning demands by department

📉 Lab Activity #004 ✍️ Analyze Budget vs. Forecast – Compare allocated budget against forecasted learning needs

🗓️ Lab Activity #005 ✍️ Set Up Quarterly Learning Reviews – Schedule automated review points for forecast tracking

Analyze Learning Needs

👥 Lab Activity #006 ✍️ Create Learning Needs Assessment – Set up a skills gap assessment for a department

📝 Lab Activity #007 ✍️ Configure Assessment Survey – Design a survey to gather learning needs data

📋 Lab Activity #008 ✍️ Schedule Assessment Campaign – Set up automated deployment of needs assessments

🔎 Lab Activity #009 ✍️ Generate Competency Gap Reports – Analyze results to identify critical learning areas

📊 Lab Activity #010 ✍️ Map Skills to Learning Activities – Connect identified needs to potential learning solutions

🎯 Lab Activity #011 ✍️ Define Critical Skill Sets – Create skill groupings for key roles in the organization

🧩 Lab Activity #012 ✍️ Set Up Role-Based Learning Paths – Define sequential learning based on needs analysis

📑 Lab Activity #013 ✍️ Create Custom Needs Assessment Criteria – Design organization-specific evaluation metrics

Manage Learning Content

📚 Lab Activity #014 ✍️ Set Up Content Categories – Create a taxonomy for organizing learning content

🗂️ Lab Activity #015 ✍️ Configure Content Metadata – Define search and filtering attributes for learning content

🔄 Lab Activity #016 ✍️ Create Content Version Control Rules – Set up versioning for learning materials

🌐 Lab Activity #017 ✍️ Configure Content Sharing Settings – Define who can access and reuse learning content

📎 Lab Activity #018 ✍️ Establish Content Review Workflow – Create approval process for new learning content

🔐 Lab Activity #019 ✍️ Set Content Access Restrictions – Configure permissions for sensitive learning materials

👁️ Lab Activity #020 ✍️ Create Content Visibility Rules – Configure which content appears to different user groups

Decide on Delivery Method

🧭 Lab Activity #021 ✍️ Configure Delivery Method Options – Set up available learning formats in the system

📱 Lab Activity #022 ✍️ Set Up Mobile Learning Parameters – Configure mobile-compatible learning settings

💻 Lab Activity #023 ✍️ Configure Virtual Classroom Integration – Set up video conferencing tools for virtual learning

🏢 Lab Activity #024 ✍️ Configure Classroom Settings – Set up physical location tracking for in-person training

🔄 Lab Activity #025 ✍️ Create Blended Learning Template – Configure mixed delivery model with online and in-person components

🌍 Lab Activity #026 ✍️ Set Up Language Preferences – Configure multilingual delivery options for global teams

⏱️ Lab Activity #027 ✍️ Configure Learning Time Settings – Set up time tracking for different delivery methods

Create New Learning Item

📘 Lab Activity #028 ✍️ Create New Online Course – Build a self-paced e-learning module

🎬 Lab Activity #029 ✍️ Upload Video Content – Add video learning and configure playback settings

📄 Lab Activity #030 ✍️ Create PDF-Based Learning – Upload and configure document-based learning

🧪 Lab Activity #031 ✍️ Set Up Interactive Assessment – Create quiz or test for knowledge verification

📝 Lab Activity #032 ✍️ Configure Learning Prerequisites – Define required prior learning for advanced content

⏳ Lab Activity #033 ✍️ Set Up Completion Requirements – Configure criteria for marking items as complete

🏆 Lab Activity #034 ✍️ Configure Certification Settings – Set up certifications linked to learning items

🔗 Lab Activity #035 ✍️ Link External Learning Resources – Configure integration with third-party content

📊 Lab Activity #036 ✍️ Set Up Learning Effectiveness Metrics – Configure how learning impact will be measured

🔄 Lab Activity #037 ✍️ Create Recurring Learning Item – Set up automatic renewal for compliance training

🌐 Lab Activity #038 ✍️ Configure Content Localization – Set up regional variants of learning content

📱 Lab Activity #039 ✍️ Optimize Content for Mobile – Configure responsive design settings for learning items

Create Class

🏫 Lab Activity #040 ✍️ Create New Instructor-Led Class – Set up an in-person training session

👥 Lab Activity #041 ✍️ Configure Class Size Parameters – Set minimum and maximum participants

👨‍🏫 Lab Activity #042 ✍️ Assign Instructors to Class – Link qualified instructors to training sessions

📍 Lab Activity #043 ✍️ Set Up Training Locations – Configure venue information for physical classes

🗓️ Lab Activity #044 ✍️ Create Recurring Class Schedule – Set up repeating sessions for popular courses

📋 Lab Activity #045 ✍️ Configure Class Prerequisites – Set requirements for class enrollment

💲 Lab Activity #046 ✍️ Set Up Class Cost Structure – Configure pricing for paid training classes

🧪 Lab Activity #047 ✍️ Create Class Materials List – Configure required materials for participants

🌐 Lab Activity #048 ✍️ Set Up Virtual Class Integration – Configure online meeting tools for remote sessions

⏰ Lab Activity #049 ✍️ Configure Class Reminders – Set up automated notifications for upcoming classes

🔄 Lab Activity #050 ✍️ Create Class Templates – Build reusable configurations for similar class setups

Week 2: Learning Administration & Execution

This week focuses on operational, hands-on activities in SAP SuccessFactors Learning, covering Learning Administration and Learning Execution. Each activity is designed for direct practice in the system

Learning Administration

Assign Learning (Self, Manager, Mass)

🙋 Lab Activity #051 ✍️ Self-Assign a Learning Item – Enroll yourself in an available online course.

👨‍💼 Lab Activity #052 ✍️ Assign Learning as Manager – Assign a compliance course to a direct report.

👥 Lab Activity #053 ✍️ Mass Assign Learning – Assign a new product training to all sales team members.

🗂️ Lab Activity #054 ✍️ View Assigned Learning – Check assigned learning items in the user’s learning plan.

🔄 Lab Activity #055 ✍️ Reassign Learning – Reassign a course to a different user group.

Register for Class

📝 Lab Activity #056 ✍️ Register for a Scheduled Class – Enroll in an instructor-led session.

📅 Lab Activity #057 ✍️ Register Multiple Users for a Class – Bulk register users for a classroom event.

🕒 Lab Activity #058 ✍️ Register for a Waitlisted Class – Add yourself to a class waitlist.

🗓️ Lab Activity #059 ✍️ View Class Registration Status – Check your registration and waitlist status.

🏷️ Lab Activity #060 ✍️ Register for a Recurring Class – Enroll in a class with multiple sessions.

Cancel Class Registration & Manage Waitlist

❌ Lab Activity #061 ✍️ Cancel Your Class Registration – Withdraw from a scheduled class.

🔄 Lab Activity #062 ✍️ Move from Waitlist to Registered – Accept a spot when it becomes available.

🕰️ Lab Activity #063 ✍️ Set Waitlist Priority – Adjust waitlist order for a class.

📬 Lab Activity #064 ✍️ Send Waitlist Notification – Notify users when a spot opens up.

🗃️ Lab Activity #065 ✍️ View Waitlist History – Review waitlist changes for a class.

Record Learning Activities

📝 Lab Activity #066 ✍️ Record Ad Hoc Learning – Manually log a completed external training.

📄 Lab Activity #067 ✍️ Record Additional Learning – Add a workshop attended outside the system.

🗂️ Lab Activity #068 ✍️ Attach Evidence to Learning Record – Upload certificates for ad hoc activities.

🕵️ Lab Activity #069 ✍️ Audit Learning Records – Review and verify manually recorded learning.

🗃️ Lab Activity #070 ✍️ Edit Recorded Learning – Update details for a previously logged activity.

Assignment Profiles

🧩 Lab Activity #071 ✍️ Create a New Assignment Profile – Define criteria for automatic learning assignment.

🏷️ Lab Activity #072 ✍️ Add Users to Assignment Profile – Include employees based on job role.

🗂️ Lab Activity #073 ✍️ Assign Learning via Profile – Link a compliance course to the profile.

🔄 Lab Activity #074 ✍️ Update Assignment Profile Rules – Modify criteria for profile membership.

🚦 Lab Activity #075 ✍️ Activate/Deactivate Assignment Profile – Enable or disable a profile.

Execute Assignment Profile

🚀 Lab Activity #076 ✍️ Run Assignment Profile Job – Trigger assignment of learning items to users.

🕒 Lab Activity #077 ✍️ Schedule Assignment Profile Execution – Set up recurring assignment jobs.

📊 Lab Activity #078 ✍️ Monitor Assignment Profile Results – Review which users received assignments.

🛑 Lab Activity #079 ✍️ Cancel Assignment Profile Execution – Stop a running assignment job.

🗃️ Lab Activity #080 ✍️ Archive Assignment Profile History – Store past assignment data.

Learning Execution

Consume Learning (Online & Class)

💻 Lab Activity #081 ✍️ Launch an Online Course – Start and complete an e-learning module.

📱 Lab Activity #082 ✍️ Access Learning on Mobile – Complete a course using the mobile app.

🏫 Lab Activity #083 ✍️ Attend a Virtual Class – Join a scheduled online instructor-led session.

📝 Lab Activity #084 ✍️ Submit Post-Class Assessment – Complete a quiz after a class.

🏆 Lab Activity #085 ✍️ Download Certificate of Completion – Retrieve your certificate for a finished course.

📅 Lab Activity #086 ✍️ Mark Attendance for Class – Confirm participation in a classroom session.

🕒 Lab Activity #087 ✍️ Track Learning Progress – View completion status for assigned items.

🗂️ Lab Activity #088 ✍️ Access Learning History – Review all completed learning activities.

🏷️ Lab Activity #089 ✍️ Add Learning to Favorites – Bookmark a course for future reference.

🔄 Lab Activity #090 ✍️ Re-enroll in a Course – Register again for a previously completed item.

Learning Follow-Up

📊 Lab Activity #091 ✍️ Complete Learning Evaluation Survey – Submit feedback for a completed course.

📝 Lab Activity #092 ✍️ Write a Course Review – Share your experience with a learning item.

🏅 Lab Activity #093 ✍️ View Post-Learning Recommendations – See suggested next steps after completion.

📈 Lab Activity #094 ✍️ Analyze Learning Impact – Review reports on learning effectiveness.

🗂️ Lab Activity #095 ✍️ Archive Completed Learning – Move finished items to learning history.

🕵️ Lab Activity #096 ✍️ Audit Learning Completion – Verify completion records for compliance.

🏆 Lab Activity #097 ✍️ Claim Digital Badge – Receive a badge for completing a certification.

📬 Lab Activity #098 ✍️ Set Up Learning Completion Notifications – Configure alerts for finished courses.

🔄 Lab Activity #099 ✍️ Request Learning Reassessment – Ask for a retake or review of a completed item.

🗃️ Lab Activity #100 ✍️ Export Learning Records – Download your learning transcript for external use.

Week 3: Advanced Learning Execution & Follow-Up

This week focuses on advanced operational activities in Learning Execution and Learning Follow-Up within SAP SuccessFactors Learning. The activities are designed for hands-on practice, covering online/classroom learning consumption, post-learning actions, and reporting.

Learning Execution

Consume Learning (Online Learning)

💻 Lab Activity #101 ✍️ Launch a New Online Course – Start a newly assigned e-learning module.

📱 Lab Activity #102 ✍️ Complete a Mobile Learning Course – Finish a course using the mobile app.

🏆 Lab Activity #103 ✍️ Download a Certificate – Retrieve your certificate after course completion.

📝 Lab Activity #104 ✍️ Take a Post-Course Quiz – Complete a knowledge check after an online course.

🔄 Lab Activity #105 ✍️ Re-enroll in an Online Course – Register again for a refresher module.

🗂️ Lab Activity #106 ✍️ Access Your Learning History – Review all completed online courses.

🏷️ Lab Activity #107 ✍️ Add an Online Course to Favorites – Bookmark for future reference.

🕒 Lab Activity #108 ✍️ Track Progress in an Online Course – Monitor your completion percentage.

📊 Lab Activity #109 ✍️ View Online Course Analytics – Check time spent and scores.

📬 Lab Activity #110 ✍️ Set Up Completion Notifications – Receive alerts when you finish a course.

Consume Learning (Class)

🏫 Lab Activity #111 ✍️ Attend a Scheduled Class – Join an instructor-led session.

📝 Lab Activity #112 ✍️ Submit a Class Feedback Form – Provide feedback after attending.

🏆 Lab Activity #113 ✍️ Download a Class Certificate – Get your certificate for class participation.

🗓️ Lab Activity #114 ✍️ Mark Attendance for a Class – Confirm your presence in the session.

🕒 Lab Activity #115 ✍️ Track Class Progress – Monitor your status in a multi-session class.

📅 Lab Activity #116 ✍️ Register for a Follow-Up Class – Enroll in an advanced session.

🏷️ Lab Activity #117 ✍️ Add a Class to Favorites – Save for future enrollment.

📊 Lab Activity #118 ✍️ View Class Analytics – Analyze participation and completion rates.

📬 Lab Activity #119 ✍️ Set Up Class Reminders – Get notified before your class starts.

🔄 Lab Activity #120 ✍️ Re-enroll in a Class – Register again for a recurring session.

Learning Follow-Up

Post-Learning Actions & Reporting

📊 Lab Activity #121 ✍️ Complete a Learning Evaluation Survey – Submit feedback for a finished course or class.

📝 Lab Activity #122 ✍️ Write a Course/Class Review – Share your learning experience.

🏅 Lab Activity #123 ✍️ Claim a Digital Badge – Receive a badge for completing a certification.

📈 Lab Activity #124 ✍️ Analyze Learning Impact – Review reports on learning effectiveness.

🗂️ Lab Activity #125 ✍️ Archive Completed Learning – Move finished items to your learning history.

🕵️ Lab Activity #126 ✍️ Audit Learning Completion – Verify records for compliance.

📬 Lab Activity #127 ✍️ Set Up Post-Learning Notifications – Configure alerts for next steps.

🔄 Lab Activity #128 ✍️ Request a Learning Reassessment – Ask for a retake or review.

🗃️ Lab Activity #129 ✍️ Export Your Learning Transcript – Download your learning records.

📅 Lab Activity #130 ✍️ Schedule a Learning Review Meeting – Set up a session to discuss learning progress.

Advanced Follow-Up & Analytics

📈 Lab Activity #131 ✍️ Generate a Learning Completion Report – Create a report for your team or department.

📊 Lab Activity #132 ✍️ Analyze Learning Trends – Identify popular courses and completion rates.

🏆 Lab Activity #133 ✍️ Track Certification Expiry – Monitor when certifications need renewal.

🗂️ Lab Activity #134 ✍️ Archive Expired Certifications – Move outdated certifications to history.

🏅 Lab Activity #135 ✍️ Issue a New Certification – Award a certificate for a new skill.

📬 Lab Activity #136 ✍️ Send Learning Reminders – Notify users about overdue learning.

📝 Lab Activity #137 ✍️ Collect Peer Feedback on Learning – Gather input from colleagues.

🕵️ Lab Activity #138 ✍️ Conduct a Learning Audit – Review compliance for a specific group.

📊 Lab Activity #139 ✍️ Visualize Learning Data – Create charts for management review.

🗃️ Lab Activity #140 ✍️ Export Analytics Reports – Download data for further analysis.

Continuous Improvement

🔄 Lab Activity #141 ✍️ Update Learning Preferences – Adjust your learning profile settings.

🏷️ Lab Activity #142 ✍️ Recommend a Course to a Peer – Suggest learning to a colleague.

📅 Lab Activity #143 ✍️ Set Up Recurring Learning Reminders – Automate reminders for annual training.

📝 Lab Activity #144 ✍️ Submit Suggestions for New Courses – Propose new learning topics.

🏆 Lab Activity #145 ✍️ Apply for Advanced Certification – Enroll in a higher-level program.

📊 Lab Activity #146 ✍️ Review Learning ROI – Analyze return on investment for training.

🗂️ Lab Activity #147 ✍️ Organize Learning Portfolio – Categorize your completed courses.

🏅 Lab Activity #148 ✍️ Share a Digital Badge on Social Media – Promote your achievements.

📬 Lab Activity #149 ✍️ Set Up Peer Learning Groups – Create collaborative learning spaces.

🏆 Lab Activity #150 ✍️ Celebrate Learning Milestones – Mark major achievements in your learning journey.

💡

SF PMGM Ops/Admin Challenge

Challenge Overview:

This challenge focuses on Performance & Goal Management (PMGM) in SAP SuccessFactors, ensuring you build the critical skills needed to excel in performance tracking, goal alignment, and employee development, which are essential for advanced implementation tasks.

This challenge emphasizes admin-level configurations that can be managed through the Admin Center, providing hands-on practice in managing employee performance and goals effectively, without the need for provisioning access.

Take this challenge seriously—it's a vital step in your journey to becoming a skilled SAP SuccessFactors consultant. The configurations you learn here will be applicable to real-world implementations, training, and testing scenarios.

You don't need Provisioning access for these activities. We will have an Implementation Challenge as a sequel, which you can participate in later.

Prerequisite:

You must have completed Basic Knowledge of SAP SuccessFactors or similar foundational training in Employee Central followed by SAP SF PMGM before attempting this challenge.

Reach out to your Master Success Coach to allocate an Industry Immersion Lab (IIL) to you so that you can submit evidences for your Hands on for below challenges

Challenge Description:

This hands-on challenge is designed to equip participants with the knowledge and skills required to configure and optimize SAP SuccessFactors Performance & Goal Management (PMGM). The challenge focuses on these core areas:

Performance Management:

Learn how to configure performance reviews, evaluations, and ratings that align with organizational goals. Understand the creation and management of performance cycles, feedback mechanisms, and ratings scales.

Goal Management:

Understand how to configure and align goals across the organization to ensure employees' individual goals are aligned with overall business objectives. Learn how to set and track goals, adjust goals as needed, and integrate goal-setting into performance management.

360-Degree Feedback:

Master the setup of 360-degree feedback processes to enable comprehensive performance evaluations from multiple stakeholders, including peers, managers, and subordinates.

Participants will complete 150+ structured activities across these areas, simulating real-world scenarios and preparing you for advanced implementation challenges.

Learning Objectives:

By the end of this challenge, participants will:

Gain hands-on experience in configuring performance management and goal-setting within SAP SuccessFactors.

Understand how to create and maintain performance evaluation templates, goal-setting frameworks, and 360-degree feedback processes.

Learn how to integrate performance and goals with other SAP SuccessFactors modules for seamless employee development.

Develop practical skills that are essential for testing, training, and real-world implementations.

Challenge Structure:

Week 1: Performance Management Activities

Focus on configuring performance reviews, performance ratings, and feedback workflows.

Includes 50+ activities such as:

Creating performance review templates aligned with organizational objectives.

Defining performance rating scales and feedback questions.

Configuring performance cycles and review workflows.

Setting up continuous feedback and ensuring it integrates with performance reviews.

Week 2: Goal Management Activities

Learn how to configure and manage individual and team goals, align them with business objectives, and track progress over time.

Includes 50+ activities such as:

Creating and aligning individual goals with team and organizational objectives.

Setting up goal templates for various job roles.

Defining goal categories and setting up goal tracking tools.

Configuring goal visibility settings for different employees.

Week 3: 360-Degree Feedback & Calibration Activities

Understand the creation and configuration of 360-degree feedback processes for comprehensive performance evaluations, and learn how to implement performance calibration to ensure fair and consistent evaluations across teams.

Includes 50+ activities such as:

Enabling peer feedback and self-assessment in the 360-degree feedback process.

Setting up multi-rater feedback and determining feedback sources.

Configuring feedback loops to capture insights from managers, peers, and direct reports.

Implementing calibration sessions to ensure consistency in performance ratings across departments.

Generating 360-degree review reports and analyzing feedback trends.

Week 1 Goal Management

📋 Lab Activity #001 ✍️ Create New Goal Plan – Set up a new goal plan for the organization or department.

🎯 Lab Activity #002 🎯 Define Goal Categories – Configure different categories for goals, such as performance, development, and learning.

📋 Lab Activity #003 📋 Set Up Goal Template – Customize goal templates for different roles and levels in the organization.

🔄 Lab Activity #004 🔄 Enable Goal Alignment – Set up goal alignment across the organization to ensure goals are linked to business objectives.

🔑 Lab Activity #005 🔑 Create SMART Goals – Define specific, measurable, achievable, relevant, and time-bound goals for employees.

📝 Lab Activity #006 📝 Add Goals for Employees – Manually create and assign goals to individual employees.

🏆 Lab Activity #007 🏆 Link Organizational Goals to Individual Goals – Ensure that individual goals are aligned with organizational goals.

🧑‍💼 Lab Activity #008 🧑‍💼 Create Manager-Specific Goals – Set up goals specific to managers or team leaders in the organization.

🧑‍🤝‍🧑 Lab Activity #009 🧑‍🤝‍🧑 Create Team Goals – Set up goals that apply to entire teams or departments.

💬 Lab Activity #010 💬 Set Up Goal Comments – Allow employees and managers to add comments to their goals.

🔄 Lab Activity #011 🔄 Align Goals with Competencies – Link specific competencies to goals for better tracking of performance.

🔎 Lab Activity #012 🔎 Track Goal Progress – Monitor how goals are progressing for individual employees or teams.

⏳ Lab Activity #013 ⏳ Set Goal Deadlines – Define start and end dates for goals to ensure timely completion.

⚙️ Lab Activity #014 ⚙️ Configure Goal Workflow – Set up the approval process for goal setting and updates.

🔍 Lab Activity #015 🔍 Review Goal Visibility Settings – Control who can view the goals in the organization.

📊 Lab Activity #016 📊 Generate Goal Reports – Create reports to analyze goal progress and alignment across the company.

📅 Lab Activity #017 📅 Set Up Quarterly Goal Reviews – Schedule periodic goal reviews to track employee performance.

✅ Lab Activity #018 ✅ Approve or Reject Goals – Manage the approval process for employee goals submitted by managers.

🧩 Lab Activity #019 🧩 Create Goal Plans for Different Job Roles – Tailor goal plans to fit the needs of various job functions.

🕹️ Lab Activity #020 🕹️ Set Up and Manage Goal-Related Workflows – Configure workflows for goal creation, review, and alignment.

🗣️ Lab Activity #021 🗣️ Set Up Goal Notifications – Enable notifications to inform employees and managers about upcoming goal deadlines and reviews.

🎯 Lab Activity #022 🎯 Adjust Goal Weights – Define the relative importance of each goal in an employee’s performance evaluation.

🛠️ Lab Activity #023 🛠️ Set Up Custom Goal Fields – Add custom fields to capture specific goal-related data.

🔄 Lab Activity #024 🔄 Allow Employees to Edit Goals – Configure permissions to allow employees to make changes to their goals.

🧑‍🏫 Lab Activity #025 🧑‍🏫 Assign Learning Goals – Include training and development goals to support employee growth.

📝 Lab Activity #026 📝 Create and Manage Performance Reviews Linked to Goals – Link goals to performance reviews to measure progress effectively.

📈 Lab Activity #027 📈 Create Goal Milestones – Break down large goals into smaller, manageable milestones.

📑 Lab Activity #028 📑 Create Goal Templates for Different Business Units – Customize goal templates to suit different business units.

🧑‍💻 Lab Activity #029 🧑‍💻 Set Up System for Continuous Feedback on Goals – Enable continuous feedback for goal progress throughout the year.

💼 Lab Activity #030 💼 Track Career Development Goals – Set and track career development objectives for employees.

📉 Lab Activity #031 📉 Evaluate Goal Achievement with Ratings – Use performance ratings to evaluate goal achievement.

🧑‍🎓 Lab Activity #032 🧑‍🎓 Create Development Goals for Employees – Set up development goals that focus on employee skill growth.

🕹️ Lab Activity #033 🕹️ Adjust Goal Review Cycles – Customize how often goals are reviewed (e.g., monthly, quarterly).

🔄 Lab Activity #034 🔄 Align Personal and Team Goals – Set up a system to align personal employee goals with team or department goals.

🚀 Lab Activity #035 🚀 Set Up Goal Scaling for Global Teams – Ensure that global teams have appropriately scaled goals based on their region.

🔢 Lab Activity #036 🔢 Track Goal Completion with Percentages – Display goal progress using percentage completion.

🧭 Lab Activity #037 🧭 Track Goal Impact on Business Outcomes – Link goals to specific business KPIs to track their impact on the organization.

🖋️ Lab Activity #038 🖋️ Set Up Automatic Goal Adjustments – Automate adjustments to goals based on changing business conditions.

👥 Lab Activity #039 👥 Create Peer Recognition Goals – Set up goals related to peer feedback and recognition.

🔑 Lab Activity #040 🔑 Integrate Goals with Compensation – Link goal achievement with compensation and rewards systems.

🏁 Lab Activity #041 🏁 Set Final Goal Review Criteria – Define how final reviews of goal performance should be conducted.

🧑‍🤝‍🧑 Lab Activity #042 🧑‍🤝‍🧑 Enable Cross-Departmental Goal Alignment – Align goals across different departments or functions.

🛠️ Lab Activity #043 🛠️ Use SAP SuccessFactors Goal Library – Make use of pre-built goal libraries for different job roles and departments.

🔔 Lab Activity #044 🔔 Set Reminders for Goal Deadlines – Create reminders for employees and managers to complete or update goals.

🗃️ Lab Activity #045 🗃️ Create and Store Archived Goals – Archive completed or outdated goals for future reference.

🔨 Lab Activity #046 🔨 Set Up Metrics for Goal Success – Define the metrics that will indicate whether a goal has been successfully achieved.

🎤 Lab Activity #047 🎤 Set Up Peer Review for Goal Progress – Implement a peer review process to assess how colleagues are meeting their goals.

🎥 Lab Activity #048 🎥 Add Video Content to Goals – Integrate video resources or tutorials related to goals and performance.

💬 Lab Activity #049 💬 Configure Goal Feedback Options – Set up options for employees and managers to give feedback on goal progress.

🔗 Lab Activity #050 🔗 Integrate Goals with Other Modules – Link goals to other modules, such as Performance, Learning, or Development Plans for more seamless tracking.

These hands-on activities can help SAP SF Goal Management administrators fine-tune the system and better align the platform with business needs, employee performance, and goal achievement across various departments.

Week 2 Performance Management

📋 Lab Activity #001 🛠️ Configure Performance Review Templates – Set up templates for performance reviews, tailored to different job roles and departments.

🎯 Lab Activity #002 📋 Create Performance Ratings Scales – Define rating scales to evaluate employee performance.

📂 Lab Activity #003 🗂️ Set Up Review Cycles – Configure review cycles to determine when performance reviews should occur.

🧑‍🏫 Lab Activity #004 🧑‍🏫 Create Job-Specific Performance Criteria – Develop performance criteria specific to various job functions within the organization.

🧩 Lab Activity #005 🧩 Link Goals to Performance Reviews – Integrate individual and team goals into performance reviews to measure goal completion.

💼 Lab Activity #006 💼 Assign Performance Reviewers – Set up managers or peers as reviewers for performance evaluations.

🔑 Lab Activity #007 🔑 Set Up Self-Assessment Forms – Create self-assessment forms for employees to assess their own performance before reviews.

📝 Lab Activity #008 📝 Customize Performance Review Process – Tailor the performance review process to meet organizational needs.

📅 Lab Activity #009 📅 Schedule Performance Reviews – Set up a calendar to schedule when reviews will take place for each employee.

🧑‍🤝‍🧑 Lab Activity #010 🧑‍🤝‍🧑 Enable 360-Degree Feedback – Implement a 360-degree feedback process involving peers, managers, and subordinates.

🔄 Lab Activity #011 🔄 Set Up Continuous Feedback – Enable ongoing feedback throughout the year to track employee performance in real time.

🗣️ Lab Activity #012 🗣️ Enable Manager Feedback on Goals – Allow managers to provide feedback on employee goals during performance reviews.

🏅 Lab Activity #013 🏅 Create Performance Improvement Plans (PIPs) – Develop PIPs for employees who need additional support to meet performance standards.

📊 Lab Activity #014 📊 Track Performance Metrics – Define and track specific performance metrics for employees.

🔔 Lab Activity #015 🔔 Enable Notifications for Performance Reviews – Set up automatic notifications to remind managers and employees of upcoming reviews.

🧑‍💻 Lab Activity #016 🧑‍💻 Integrate Performance Reviews with Career Development Plans – Link performance evaluations with employee development plans.

🏆 Lab Activity #017 🏆 Set Up Rating Calibration – Standardize ratings across departments to ensure consistent performance evaluations.

🖊️ Lab Activity #018 🖊️ Customize Review Comment Sections – Add comment sections for both managers and employees during reviews.

🔧 Lab Activity #019 🔧 Adjust Workflow for Performance Reviews – Modify the workflow for performance review submission, approval, and feedback.

📥 Lab Activity #020 📥 Collect Peer Feedback – Set up peer feedback collection as part of the performance review process.

⚖️ Lab Activity #021 ⚖️ Enable Competency-Based Reviews – Configure performance evaluations based on specific competencies.

📈 Lab Activity #022 📈 Generate Performance Reports – Create performance reports to analyze employee ratings, achievements, and areas for improvement.

🧠 Lab Activity #023 🧠 Configure Development Plans in Reviews – Include development plans as part of performance reviews to guide future growth.

🔑 Lab Activity #024 🔑 Integrate with Compensation Plans – Link performance outcomes with compensation or rewards programs.

🏆 Lab Activity #025 🏆 Set Up Recognition and Rewards – Create systems for recognizing and rewarding high performers based on their reviews.

🔄 Lab Activity #026 🔄 Set Up Review Templates for Different Levels – Create separate review templates for employees, managers, and executives.

🧑‍🎓 Lab Activity #027 🧑‍🎓 Create Learning & Development Goals in Performance Reviews – Set up learning and development objectives during performance appraisals.

🔍 Lab Activity #028 🔍 Enable Goal Setting for Performance Reviews – Allow employees to set personal and team goals during performance evaluations.

📑 Lab Activity #029 📑 Set Up Multiple Reviewer Roles – Assign multiple reviewers for each employee, including self, peers, and managers.

🕰️ Lab Activity #030 🕰️ Configure Mid-Year Reviews – Set up mid-year performance check-ins to track progress before final reviews.

🛠️ Lab Activity #031 🛠️ Adjust Rating Definitions – Customize the definitions for each rating level to fit the company’s culture.

🎯 Lab Activity #032 🎯 Align Performance Reviews with Organizational Strategy – Ensure performance reviews align with the company’s strategic goals.

📑 Lab Activity #033 📑 Create Development Plans Based on Reviews – Establish personalized development plans based on the results of performance evaluations.

📊 Lab Activity #034 📊 Track Employee Progress on Development Goals – Use the system to monitor employees' progress on development goals linked to performance reviews.

🎤 Lab Activity #035 🎤 Enable Manager-Employee Conversations – Set up a structure for managers to have regular performance-related discussions with employees.

🧳 Lab Activity #036 🧳 Set Up Succession Planning Integration – Link performance management data to succession planning for career progression.

📆 Lab Activity #037 📆 Create a Performance Review Calendar – Establish a calendar for performance reviews and ensure that all evaluations are conducted on time.

🧑‍🏫 Lab Activity #038 🧑‍🏫 Create Training Modules Based on Performance Gaps – Identify performance gaps and create training modules to address them.

🔢 Lab Activity #039 🔢 Track and Monitor Performance Improvement Trends – Use SAP SF to track trends in employee performance over multiple review periods.

🧑‍💼 Lab Activity #040 🧑‍💼 Define and Assign Performance KPIs – Set up and assign specific KPIs for employees to track their performance.

📜 Lab Activity #041 📜 Enable Employee-Manager Rating Discussions – Facilitate discussions between employees and managers regarding ratings and feedback.

🎓 Lab Activity #042 🎓 Set Up Training and Certifications in Reviews – Include required training and certifications as part of performance evaluation.

🧑‍🤝‍🧑 Lab Activity #043 🧑‍🤝‍🧑 Enable Cross-Functional Feedback – Allow employees to receive feedback from different departments or functions.

🧳 Lab Activity #044 🧳 Link Performance Reviews with Career Pathing – Connect performance evaluations to career pathing and future growth opportunities.

💬 Lab Activity #045 💬 Allow for Performance Feedback Comments – Enable employees and managers to leave detailed feedback comments on performance.

🔄 Lab Activity #046 🔄 Implement Real-Time Performance Tracking – Enable tracking of employee performance on a real-time basis throughout the year.

📈 Lab Activity #047 📈 Use Analytics to Identify Performance Trends – Leverage analytics to identify trends in employee performance across different teams and departments.

🧑‍💻 Lab Activity #048 🧑‍💻 Set Up Online Performance Review Forms – Create and distribute digital performance review forms to employees and managers.

🧑‍🎤 Lab Activity #049 🧑‍🎤 Set Up Custom Performance Templates for Special Projects – Create templates tailored for special projects or initiatives that require separate performance assessments.

🔄 Lab Activity #050 🔄 Enable Automatic Performance Review Feedback Loop – Establish a feedback loop that automatically adjusts employee goals and development plans based on performance evaluations.

These Lab Activities provide a structured approach for configuring performance management features in SAP SuccessFactors, ensuring comprehensive evaluation and development of employees across the organization.

Week 3 Part 1: Calibration

⚙️ Lab Activity #001 ⚙️ Configure Calibration Settings – Set up calibration templates and rules for fair and consistent evaluations across the organization.

🎯 Lab Activity #002 🎯 Define Calibration Categories – Create and manage different calibration categories such as performance ratings, competencies, and goals.

📊 Lab Activity #003 📊 Set Up Calibration Sessions – Schedule calibration sessions to ensure managers review and calibrate performance ratings collectively.

🧑‍💼 Lab Activity #004 🧑‍💼 Assign Calibration Participants – Assign relevant stakeholders (managers, HR, and senior leaders) to participate in calibration sessions.

📋 Lab Activity #005 📋 Create Calibration Groupings – Group employees by similar roles, teams, or performance levels for calibration purposes.

🔢 Lab Activity #006 🔢 Set Rating Scales for Calibration – Define consistent rating scales to be used during calibration, ensuring uniformity across all sessions.

📝 Lab Activity #007 📝 Customize Calibration Templates – Tailor calibration templates to align with company standards and performance evaluation criteria.

🧑‍🤝‍🧑 Lab Activity #008 🧑‍🤝‍🧑 Enable Multi-Rater Calibration – Set up calibration to involve feedback from multiple raters, including peers, managers, and subordinates.

🧑‍💻 Lab Activity #009 🧑‍💻 Track Calibration History – Maintain a history of calibration sessions and decisions for reference and auditing purposes.

💬 Lab Activity #010 💬 Add Feedback to Calibration Decisions – Enable reviewers to leave feedback on the calibration decisions for further refinement.

📆 Lab Activity #011 📆 Schedule Recurring Calibration Reviews – Set up periodic recurring calibration reviews to ensure consistent application of performance ratings.

🔍 Lab Activity #012 🔍 Monitor Calibration Progress – Track the progress of calibration sessions and review how many evaluations are completed vs. pending.

📑 Lab Activity #013 📑 Document Calibration Adjustments – Record any adjustments made during the calibration session to ensure transparency and compliance.

📈 Lab Activity #014 📈 Analyze Calibration Trends – Use reporting tools to analyze calibration data and trends across different departments or teams.

🧳 Lab Activity #015 🧳 Prepare Calibration Reports – Generate calibration reports that summarize ratings, feedback, and decisions made during calibration sessions.

🧑‍🏫 Lab Activity #016 🧑‍🏫 Train Calibration Participants – Provide training to managers and HR staff on how to conduct and manage calibration sessions.

🖋️ Lab Activity #017 🖋️ Set Up Calibration Review Workflow – Establish a workflow for reviewing and finalizing performance ratings after calibration.

🔑 Lab Activity #018 🔑 Control Access to Calibration Data – Configure permissions to control who can access and edit calibration-related data.

🏅 Lab Activity #019 🏅 Ensure Alignment of Calibration Results with Organizational Goals – Ensure that calibration decisions are aligned with organizational objectives and strategic priorities.

📊 Lab Activity #020 📊 Use Calibration Analytics for Decision Making – Leverage analytics to inform decision-making during calibration, such as identifying discrepancies between different raters.

📋 Lab Activity #021 📋 Standardize Calibration Process Across Regions – Ensure consistency in calibration processes across various geographical locations or departments.

🔄 Lab Activity #022 🔄 Enable Calibration Feedback Loops – Allow managers to provide feedback to the calibration group on decisions made during the process.

🎯 Lab Activity #023 🎯 Set Calibration Targets for Equity – Ensure calibration sessions are set up to achieve fairness and equity in ratings across all employees.

📖 Lab Activity #024 📖 Define Calibration Guidelines and Policies – Set up and document the company’s guidelines and policies for conducting calibrations.

🧑‍⚖️ Lab Activity #025 🧑‍⚖️ Audit Calibration Decisions – Perform audits on calibration sessions to ensure compliance with company policies and fairness standards.

Week 3 Part 2: 360 Review

🛠️ Lab Activity #001 🛠️ Configure 360 Review Settings – Set up and customize the overall 360-degree feedback process within the system.

🎯 Lab Activity #002 🎯 Define 360 Review Categories – Establish categories for 360 reviews such as leadership, teamwork, communication, and technical skills.

🧑‍💼 Lab Activity #003 🧑‍💼 Assign Reviewers for 360 Feedback – Assign peers, managers, direct reports, and other relevant individuals to participate as reviewers.

📋 Lab Activity #004 📋 Create Custom 360 Review Templates – Customize review templates for different roles, departments, or skill sets.

📝 Lab Activity #005 📝 Set Up Self-Assessment for 360 Review – Enable employees to perform self-assessments as part of the 360-degree feedback process.

🧑‍🤝‍🧑 Lab Activity #006 🧑‍🤝‍🧑 Enable Peer Review Participation – Configure peer review participation for gathering feedback from colleagues across teams.

📊 Lab Activity #007 📊 Track 360 Review Progress – Monitor the status of the 360 review process to ensure timely completion of all feedback.

🔄 Lab Activity #008 🔄 Set Up Anonymous Feedback – Enable anonymity for reviewers to encourage more honest and open feedback during the 360 review.

📅 Lab Activity #009 📅 Schedule 360 Review Periods – Define the frequency of 360 reviews (e.g., quarterly, annually) and set review periods.

🎥 Lab Activity #010 🎥 Add Video or Media Content to Reviews – Incorporate video or multimedia content as part of the 360 review process.

🔍 Lab Activity #011 🔍 Monitor Completion of 360 Feedback – Track and remind reviewers to complete their feedback within the set timelines.

🧑‍💻 Lab Activity #012 🧑‍💻 Set Up Workflow for 360 Review Approvals – Define a workflow to review and approve 360-degree feedback before it is shared with employees.

💬 Lab Activity #013 💬 Customize Feedback Questions for 360 Review – Tailor the questions in the 360 review to reflect key competencies and organizational priorities.

🧑‍🎓 Lab Activity #014 🧑‍🎓 Train Reviewers on Providing Constructive Feedback – Provide training to reviewers on how to give constructive, actionable feedback in 360 reviews.

📑 Lab Activity #015 📑 Define Review Scoring for 360 Feedback – Set up rating scales and scoring criteria for different 360 review categories.

🔄 Lab Activity #016 🔄 Enable Ongoing Feedback Mechanism – Configure continuous feedback within the system for 360 review participants throughout the year.

📈 Lab Activity #017 📈 Generate 360 Review Reports – Create reports to analyze the feedback gathered during 360-degree reviews and generate insights.

⚙️ Lab Activity #018 ⚙️ Enable Reviewers to Provide Comments – Allow reviewers to add specific comments and context to their feedback during the 360 review process.

🔐 Lab Activity #019 🔐 Configure Access Control for 360 Feedback Data – Control who has access to view the feedback data within the 360 review process.

🗂️ Lab Activity #020 🗂️ Organize 360 Review Data by Department/Role – Organize feedback data by employee role, department, or team to ensure relevant feedback is collected.

📅 Lab Activity #021 📅 Set Reminder Notifications for 360 Reviews – Configure automatic reminders to ensure that feedback is collected on time for all participants.

🏅 Lab Activity #022 🏅 Link 360 Review Results to Development Plans – Integrate 360 feedback with development plans to track progress and areas for improvement.

🔍 Lab Activity #023 🔍 Track Trends Across Multiple 360 Reviews – Analyze and track trends in feedback across multiple review cycles to monitor employee development.

🧑‍🎤 Lab Activity #024 🧑‍🎤 Set Up Reviewer Guidelines for Feedback – Define clear guidelines for reviewers to provide meaningful and constructive feedback.

📖 Lab Activity #025 📖 Document and Communicate 360 Review Policies – Establish and communicate clear policies regarding how 360 reviews are conducted, who participates, and how feedback is used.

These Lab Activities will guide administrators in managing Calibration and 360-Degree Reviews within SAP SF PMGM, ensuring consistent, fair evaluations and comprehensive feedback processes across the organization.

🎉 Congratulations on completing the HR Tech Ops Challenge - Performance & Goal Management !

You've successfully navigated through Goal Management,Performance Management, Calibration and 360 Review, mastering foundational configurations that are essential for every SF PMGM consultant.

💪 Your dedication and hands-on effort have prepared you for real-world implementations while building a solid foundation in SAP SuccessFactors Performance & Goal Management .

🌟 Stay tuned for upcoming challenges where we’ll dive deeper into advanced configurations, workflows, and integrations across the SAP SuccessFactors Performance & Goal Management.

📢 Thank you for your participation, and we look forward to seeing you excel in future challenges! 😊

💡

SF Succession Planning (SP) Ops/Admin Challenge

SAP SuccessFactors Succession Planning Challenge

This 2-week challenge focuses on implementing a comprehensive Succession Planning process in SAP SuccessFactors, following industry best practices. Participants will gain hands-on experience in identifying talent, planning succession, and conducting talent review meetings - essential skills for HR professionals and SAP consultants.

Challenge Structure

The challenge is divided into two intensive weeks, each containing 50 hands-on lab activities that simulate real-world succession planning scenarios. Participants will configure the system, create succession plans, manage talent pools, and implement talent review processes.

Week 1: Identify Talents and Plan Succession

Focus on identifying high-potential employees and creating succession plans, covering the processes MHR-100-10-10 and MHR-100-10-20.

Week 2: Conduct Talent Review and Implement Full Succession Cycle

Focus on talent review meetings and implementing the complete succession planning cycle (MHR-100-10-30).

Week 1: Identify Talents and Plan Succession

Identifying High-Potential Employees

📋 Lab Activity #001: Create custom talent profile sections to capture succession-specific employee attributes.

🔍 Lab Activity #002: Configure talent search criteria to identify potential successors based on skills and competencies.

📊 Lab Activity #003: Generate potential talent reports based on performance ratings and readiness.

🌟 Lab Activity #004: Set up talent pools for critical positions in the organization.

⚙️ Lab Activity #005: Configure nomination workflows for managers to identify high-potential employees.

📝 Lab Activity #006: Create custom nomination forms with leadership competency ratings.

👥 Lab Activity #007: Establish talent nomination committees with appropriate permissions.

📊 Lab Activity #008: Set up 9-box grid configuration for talent classification.

🔧 Lab Activity #009: Configure talent card layouts to display relevant succession information.

📆 Lab Activity #010: Set up calibration session templates for talent nominations.

Talent Profile Configuration

🌟 Lab Activity #011: Configure career aspirations section in talent profiles.

📝 Lab Activity #012: Create custom fields for capturing mobility preferences and relocation willingness.

🔧 Lab Activity #013: Set up competency assessment templates for succession candidates.

📊 Lab Activity #014: Configure readiness ratings for succession planning.

⚙️ Lab Activity #015: Set up talent profile permissions for succession planning stakeholders.

🌟 Lab Activity #016: Create talent profile templates specific to leadership roles.

📋 Lab Activity #017: Configure talent cards with key succession planning metrics.

🔍 Lab Activity #018: Set up search filters for identifying succession candidates.

🔧 Lab Activity #019: Configure employee potential rating scales.

📝 Lab Activity #020: Create development planning templates for succession candidates.

Creating Succession Plans

📋 Lab Activity #021: Create position-based succession plans for critical roles.

⚙️ Lab Activity #022: Configure succession data models for your organization.

📆 Lab Activity #023: Set up succession planning cycles with appropriate timelines.

🔧 Lab Activity #024: Configure impact of loss ratings for key positions.

📊 Lab Activity #025: Set up risk of loss assessment metrics for incumbents.

📝 Lab Activity #026: Create succession plan templates for different departments.

👥 Lab Activity #027: Configure permissions for succession plan stakeholders.

📋 Lab Activity #028: Set up interim successor designations for emergency planning.

🌟 Lab Activity #029: Create talent pools aligned with succession plans.

⚙️ Lab Activity #030: Configure succession org charts with visualization options.

Succession Metrics and Analytics

📊 Lab Activity #031: Set up succession health metrics dashboard.

🔍 Lab Activity #032: Configure bench strength reports for critical positions.

📝 Lab Activity #033: Create succession gap analysis reports.

📊 Lab Activity #034: Configure talent pipeline visualization reports.

⚙️ Lab Activity #035: Set up succession planning progress metrics.

📋 Lab Activity #036: Create talent retention risk dashboards.

🔧 Lab Activity #037: Configure succession readiness metrics and thresholds.

📊 Lab Activity #038: Set up time-to-readiness analytics for succession candidates.

📝 Lab Activity #039: Create diversity analytics for succession planning.

📋 Lab Activity #040: Set up key position vacancy risk reports.

Nomination and Assessment Workflows

⚙️ Lab Activity #041: Configure nomination workflows with multi-level approvals.

📝 Lab Activity #042: Create assessment templates for succession candidates.

👥 Lab Activity #043: Set up nomination committee review processes.

🔧 Lab Activity #044: Configure automated notifications for succession nominations.

📋 Lab Activity #045: Create talent nomination forms with competency ratings.

⚙️ Lab Activity #046: Configure talent review meeting templates.

📝 Lab Activity #047: Create succession planning calendars with key milestones.

🌟 Lab Activity #048: Set up talent pools with automated nomination workflows.

📊 Lab Activity #049: Configure leadership potential scoring models.

📋 Lab Activity #050: Create succession planning summary dashboards for executives.

Week 2: Conduct Talent Review and Implement Full Succession Cycle

Talent Review Meeting Setup

👥 Lab Activity #051: Configure talent review meeting templates with agenda items.

📆 Lab Activity #052: Set up calibration session workflows for talent reviews.

📋 Lab Activity #053: Create presentation templates for talent review meetings.

⚙️ Lab Activity #054: Configure participant roles and permissions for talent reviews.

📊 Lab Activity #055: Set up talent review dashboards with real-time data.

🔧 Lab Activity #056: Configure talent review documentation processes.

📝 Lab Activity #057: Create decision capture forms for talent review outcomes.

🌟 Lab Activity #058: Set up talent matrix visualization tools for meetings.

👥 Lab Activity #059: Configure collaborative assessment tools for group discussions.

📋 Lab Activity #060: Create talent review meeting minutes templates.

Calibration and Consensus Building

⚙️ Lab Activity #061: Configure calibration workflows for standardizing assessments.

📊 Lab Activity #062: Set up distribution curve targets for talent ratings.

👥 Lab Activity #063: Create facilitation tools for calibration sessions.

🔧 Lab Activity #064: Configure cross-functional calibration processes.

📝 Lab Activity #065: Create consensus building documentation templates.

⚙️ Lab Activity #066: Configure comparative assessment tools for calibration.

🌟 Lab Activity #067: Set up talent movement recommendation workflows.

📊 Lab Activity #068: Create calibration summary reports for leadership.

📋 Lab Activity #069: Configure post-calibration approval workflows.

👥 Lab Activity #070: Set up facilitator tools for talent review meetings.

Development Planning for Succession

📝 Lab Activity #071: Create development plan templates for succession candidates.

⚙️ Lab Activity #072: Configure learning activity recommendations for development areas.

🌟 Lab Activity #073: Set up mentoring program integration with succession plans.

📋 Lab Activity #074: Create individual development plan workflows.

🔧 Lab Activity #075: Configure skill gap analysis tools for development planning.

📊 Lab Activity #076: Set up development progress tracking metrics.

👥 Lab Activity #077: Create mentor matching algorithms for succession candidates.

📝 Lab Activity #078: Configure career path visualization tools.

⚙️ Lab Activity #079: Set up learning recommendation engines for succession candidates.

📋 Lab Activity #080: Create development resource libraries for succession planning.

Succession Plan Implementation

⚙️ Lab Activity #081: Configure transition planning workflows for succession events.

📝 Lab Activity #082: Create knowledge transfer documentation templates.

🔧 Lab Activity #083: Set up interim leadership designation processes.

📋 Lab Activity #084: Configure emergency succession activation workflows.

👥 Lab Activity #085: Create communication templates for succession announcements.

📊 Lab Activity #086: Set up succession implementation tracking dashboards.

⚙️ Lab Activity #087: Configure onboarding plans for successors.

🌟 Lab Activity #088: Create role transition support programs.

📝 Lab Activity #089: Configure stakeholder communication workflows.

📋 Lab Activity #090: Set up succession plan activation triggers.

Reporting and Analytics

📊 Lab Activity #091: Create comprehensive succession health dashboards.

⚙️ Lab Activity #092: Configure succession metrics for executive reporting.

📝 Lab Activity #093: Create ROI analysis tools for succession planning.

🔧 Lab Activity #094: Configure talent retention analytics related to succession.

📊 Lab Activity #095: Set up predictive analytics for future talent needs.

📋 Lab Activity #096: Create succession coverage reports by department.

⚙️ Lab Activity #097: Configure talent mobility tracking analytics.

📝 Lab Activity #098: Create succession planning audit reports.

📊 Lab Activity #099: Set up diversity and inclusion metrics for succession planning.

📋 Lab Activity #100: Create comprehensive succession planning program effectiveness reports.

This challenge provides a comprehensive hands-on experience in implementing SAP SuccessFactors Succession Planning, from initial talent identification through plan implementation and talent review processes. Each activity is designed to build practical skills that can be applied in real-world HR environments.

💡

SF Career Development Planning & Mentoring (CDP) Ops/Admin Challenge

🚀 Week 1: Career Development Foundations

Configure core Career Development Planning (CDP) tools, templates, and mentoring basics.

1. Development Plans & Career Paths (16 Activities)

Design career frameworks and skill-based development plans.

📋 Lab Activity #001: Create a Development Plan template for technical roles with competency tracking.

🛠️ Lab Activity #002: Configure skill gap analysis rules for software engineers.

📊 Lab Activity #003: Set up automated learning recommendations linked to development plans.

🌐 Lab Activity #004: Build a multi-language Career Path for global leadership roles.

🧩 Lab Activity #005: Define a competency framework for sales teams.

🔄 Lab Activity #006: Enable auto-update for development plans when new skills are added.

📑 Lab Activity #007: Create a visual career path for HR professionals with progression milestones.

⚙️ Lab Activity #008: Configure prerequisites for promotion to senior developer roles.

🎨 Lab Activity #009: Customize the career path UI with company-branded colors and logos.

📤 Lab Activity #010: Export career path data for compliance audits.

🤖 Lab Activity #011: Enable AI-driven career suggestions based on employee skills.

📅 Lab Activity #012: Schedule automatic reminders for development plan updates.

🔗 Lab Activity #013: Link development plans to SAP Learning Hub courses.

📈 Lab Activity #014: Generate a skill gap report for the IT department.

🛠️ Lab Activity #015: Troubleshoot a broken career path link in development plans.

🔒 Lab Activity #016: Apply GDPR-compliant data retention rules for career paths.

2. Career Worksheets & Role Readiness (17 Activities)

Configure tools for career conversations and role transitions.

📝 Lab Activity #017: Design a Career Worksheet template with competency-based questions.

🔍 Lab Activity #018: Set role readiness thresholds for managerial promotions (e.g., 80% competency score).

🤝 Lab Activity #019: Enable peer feedback integration in Career Worksheets.

🌍 Lab Activity #020: Localize Career Worksheet content for regional teams.

📤 Lab Activity #021: Configure automatic PDF exports for completed Career Worksheets.

🔄 Lab Activity #022: Sync Career Worksheet data with Employee Profile portfolios.

📑 Lab Activity #023: Create a role readiness checklist for project managers.

🛠️ Lab Activity #024: Fix a formatting error in a Career Worksheet template.

🎯 Lab Activity #025: Set up AI-driven role suggestions in Career Worksheets.

📅 Lab Activity #026: Schedule quarterly Career Worksheet review deadlines.

📊 Lab Activity #027: Build a dashboard to track role readiness progress across departments.

🔗 Lab Activity #028: Link Career Worksheets to Performance Goals for alignment.

🤖 Lab Activity #029: Customize AI weights for role suggestions (skills vs. tenure).

📋 Lab Activity #030: Create a mobile-friendly Career Worksheet for field employees.

🔒 Lab Activity #031: Restrict Career Worksheet access to managers and HRBP roles.

🔄 Lab Activity #032: Configure auto-reminders for overdue Career Worksheets.

🚀 Lab Activity #033: Optimize Career Worksheet load time for large enterprises.

3. Mentoring Basics (17 Activities)

Build foundational mentoring programs and workflows.

👥 Lab Activity #034: Create a Supervised Mentoring Program for new hires (6-month duration).

🔗 Lab Activity #035: Link mentoring programs to Development Plans for skill growth.

🔄 Lab Activity #036: Configure automated mentor-mentee matching based on skills.

📅 Lab Activity #037: Set up mentoring program milestones (e.g., monthly check-ins).

📋 Lab Activity #038: Design a mentoring agreement template with editable terms.

📊 Lab Activity #039: Generate a participation report for active mentoring pairs.

🔍 Lab Activity #040: Troubleshoot a mentor-mentee mismatch caused by outdated profiles.

🤖 Lab Activity #041: Enable AI suggestions for mentors outside an employee’s department.

📑 Lab Activity #042: Create a mentoring feedback form with rating scales.

🌐 Lab Activity #043: Translate mentoring program materials into 3 languages.

📤 Lab Activity #044: Export mentoring program data for HR analytics.

🔒 Lab Activity #045: Apply access controls to limit mentoring program visibility.

🛠️ Lab Activity #046: Fix a broken email notification for mentoring session reminders.

🎯 Lab Activity #047: Set up mentoring KPIs (e.g., 90% completion rate).

📈 Lab Activity #048: Track mentoring program impact on employee retention.

🔗 Lab Activity #049: Integrate mentoring programs with Microsoft Teams for virtual sessions.

🚀 Lab Activity #050: Optimize the mentoring dashboard for real-time updates.

🛠️ Week 1 Tools & Outcomes

Tools Used: Admin Center, Career Development Planner, Mentoring Module

Outcomes:

Functional Development Plans & Career Paths
Role Readiness Frameworks with AI-driven insights
Live Mentoring Programs with automated matching

🚀 Week 2: Advanced Mentoring & Integration

Design sophisticated mentoring programs and integrate with SAP SuccessFactors modules.

1. Mentoring Program Types (16 Activities)

Configure supervised, unsupervised, and open enrollment programs.

🔓 Lab Activity #051: Create an Open Enrollment Program for cross-departmental knowledge sharing

🎯 Lab Activity #052: Set up Unsupervised Mentoring with AI-driven mentor suggestions

📅 Lab Activity #053: Define timelines for a 6-month Leadership Mentoring Program

📋 Lab Activity #054: Design a signup form with skill-based matching questions

🌍 Lab Activity #055: Localize program materials for regional compliance (e.g., GDPR in EU)

🤖 Lab Activity #056: Enable AI-powered mentor recommendations based on competencies

📊 Lab Activity #057: Generate a participation heatmap for open enrollment programs

🔄 Lab Activity #058: Configure mentor-mentee limits (e.g., 3 mentees per mentor)

📑 Lab Activity #059: Create a mentoring agreement template with editable clauses

🔗 Lab Activity #060: Link mentoring programs to Succession Planning data

⚠️ Lab Activity #061: Resolve a mentor approval workflow error in supervised programs

📤 Lab Activity #062: Export mentoring program data for external HR analytics

🎨 Lab Activity #063: Brand the mentoring portal with company-specific UI elements

📅 Lab Activity #064: Schedule automated reminders for mentoring milestones

🔒 Lab Activity #065: Restrict program visibility to specific departments or roles

🚀 Lab Activity #066: Optimize AI matching weights for location vs. skills

2. AI & Analytics (17 Activities)

Leverage AI-driven tools and advanced reporting.

🧠 Lab Activity #067: Customize AI matching criteria (skills, location, tenure)

📈 Lab Activity #068: Build a mentoring ROI dashboard with completion rates

📉 Lab Activity #069: Analyze attrition trends linked to mentoring participation

🤖 Lab Activity #070: Train AI models to prioritize underrepresented groups in matching

📋 Lab Activity #071: Create a sentiment analysis report for mentor feedback

🔍 Lab Activity #072: Troubleshoot AI mismatches caused by outdated competency data

📊 Lab Activity #073: Generate a skills gap closure report post-mentoring

🌐 Lab Activity #074: Configure multilingual NLP for feedback analysis

📅 Lab Activity #075: Schedule quarterly AI model retraining

📑 Lab Activity #076: Document AI decision logic for compliance audits

🔗 Lab Activity #077: Integrate mentoring analytics with SAP Analytics Cloud

🛠️ Lab Activity #078: Fix biased AI recommendations in diversity-focused programs

📤 Lab Activity #079: Export matching algorithm logs for third-party validation

🎯 Lab Activity #080: Set predictive KPIs (e.g., 15% retention increase)

📉 Lab Activity #081: Track mentee promotion rates vs. non-participants

🔒 Lab Activity #082: Anonymize data in diversity reports for GDPR compliance

🚀 Lab Activity #083: Optimize dashboard load times for large datasets

3. Integration with Learning & Performance (17 Activities)

Connect mentoring to broader talent processes.

🎓 Lab Activity #084: Link mentoring activities to SAP Learning Hub courses

🏆 Lab Activity #085: Sync goal progress from Performance & Goals to mentoring plans

📋 Lab Activity #086: Create a mentoring channel in Continuous Performance Management

🔄 Lab Activity #087: Auto-update Development Plans after mentoring milestones

📑 Lab Activity #088: Design a mentoring-calibration workflow for fair evaluations

🔗 Lab Activity #089: Integrate mentoring feedback into 360-Degree Reviews

📅 Lab Activity #090: Schedule post-mentoring skill validation assessments

🤖 Lab Activity #091: Enable AI-driven learning recommendations post-mentoring

📊 Lab Activity #092: Map mentoring outcomes to Succession Planning readiness

⚠️ Lab Activity #093: Fix broken links between mentoring and learning modules

📤 Lab Activity #094: Export mentoring data to Employee Central profiles

🎯 Lab Activity #095: Align mentoring KPIs with organizational OKRs

📉 Lab Activity #096: Analyze mentoring impact on employee engagement scores

🔒 Lab Activity #097: Apply role-based access controls for cross-module data

🛠️ Lab Activity #098: Troubleshoot sync errors between mentoring and goal plans

🚀 Lab Activity #099: Optimize API calls for real-time integration with Recruiting

📋 Lab Activity #100: Create a mentoring-playbook for managers in People Analytics

🛠️ Week 2 Tools & Outcomes

Tools Used: AI Studio, Analytics Cloud, Continuous Performance Management

Outcomes:

Functional AI-driven mentoring programs
Integrated talent processes across modules
Compliance-ready analytics dashboards

🚀 Week 3: Advanced Features & Troubleshooting

Master role readiness calibration, compliance reporting, and system optimization.

1. Role Readiness & Calibration (17 Activities)

Configure calibration workflows and role-specific readiness criteria.

📑 Lab Activity #101: Create a Role Readiness Form for IT Project Managers (5 competency domains).

⚖️ Lab Activity #102: Set up calibration sessions for mentoring program outcomes.

📊 Lab Activity #103: Configure calibration thresholds (e.g., "Ready for Promotion" = 85% score).

🔍 Lab Activity #104: Troubleshoot calibration errors caused by missing competency data.

🤖 Lab Activity #105: Enable AI-driven calibration suggestions for managers.

📅 Lab Activity #106: Schedule quarterly calibration sessions for leadership roles.

📋 Lab Activity #107: Design a calibration dashboard with readiness scores and trends.

🔄 Lab Activity #108: Sync calibration data with Succession Planning pipelines.

🌍 Lab Activity #109: Localize calibration forms for regional compliance requirements.

📤 Lab Activity #110: Export calibration reports for executive reviews.

⚠️ Lab Activity #111: Resolve role readiness form access issues for remote teams.

🎯 Lab Activity #112: Set auto-promotion rules for employees exceeding readiness thresholds.

📉 Lab Activity #113: Analyze calibration bias in leadership promotions.

🔒 Lab Activity #114: Apply GDPR-compliant anonymization to calibration data.

🛠️ Lab Activity #115: Fix calibration session crashes due to oversized datasets.

🚀 Lab Activity #116: Optimize calibration workflows for mobile users.

📝 Lab Activity #117: Document calibration logic for audit trails.

2. Reporting & Compliance (16 Activities)

Build advanced reports and ensure regulatory compliance.

📊 Lab Activity #118: Create a mentoring ROI dashboard (cost vs. retention impact).

🔍 Lab Activity #119: Audit mentoring program data for GDPR compliance.

📑 Lab Activity #120: Generate a skills gap closure report post-calibration.

📋 Lab Activity #121: Design a diversity & inclusion report for mentoring participation.

📅 Lab Activity #122: Schedule monthly compliance reports for HR leadership.

🌐 Lab Activity #123: Translate compliance reports into 3 languages.

🔗 Lab Activity #124: Integrate reports with SAP Analytics Cloud for real-time insights.

📤 Lab Activity #125: Export historical mentoring data for external auditors.

⚠️ Lab Activity #126: Fix data discrepancies in GDPR compliance reports.

📉 Lab Activity #127: Track mentoring program impact on employee engagement scores.

🔒 Lab Activity #128: Apply role-based access controls to sensitive reports.

🤖 Lab Activity #129: Enable AI-driven anomaly detection in compliance data.

📝 Lab Activity #130: Document data retention policies for career development plans.

🛠️ Lab Activity #131: Resolve report generation delays for large enterprises.

🚀 Lab Activity #132: Optimize report templates for faster loading.

📊 Lab Activity #133: Build a mentoring-program health scorecard (participation, completion, feedback).

3. Troubleshooting & Optimization (17 Activities)

Resolve system issues and enhance performance.

⚠️ Lab Activity #134: Fix mentor-mentee matching errors caused by outdated skill tags.

🛠️ Lab Activity #135: Troubleshoot API failures between Mentoring and Learning modules.

🔍 Lab Activity #136: Diagnose slow load times for career path visualizations.

📈 Lab Activity #137: Optimize AI model weights for location vs. skill priority.

📋 Lab Activity #138: Repair broken links in Development Plan templates.

🤖 Lab Activity #139: Retrain AI models to reduce bias in mentor recommendations.

📅 Lab Activity #140: Resolve calendar sync issues for mentoring session reminders.

🔒 Lab Activity #141: Fix role readiness form access for contractors.

🌍 Lab Activity #142: Troubleshoot localization errors in multi-language Career Worksheets.

📤 Lab Activity #143: Repair CSV export failures for large mentoring datasets.

📉 Lab Activity #144: Optimize database queries for faster calibration sessions.

🎯 Lab Activity #145: Reconfigure KPIs to align with updated organizational goals.

🔄 Lab Activity #146: Streamline data sync between Mentoring and Employee Central.

🚀 Lab Activity #147: Improve mobile responsiveness for mentoring dashboards.

📊 Lab Activity #148: Reduce dashboard load time by 40% through query optimization.

📝 Lab Activity #149: Document troubleshooting steps for common system errors.

🔧 Lab Activity #150: Conduct a post-challenge system audit for performance bottlenecks.

🛠️ Week 3 Tools & Outcomes

Tools Used: Calibration Tools, SAP Analytics Cloud, AI Model Retraining

Outcomes:

Fair, bias-free calibration workflows
Compliance-ready reporting frameworks
Optimized system performance for scalability

🏆 Full Challenge Completion

Total Activities: 150+

Skills Gained:

End-to-end configuration of SAP SuccessFactors Career Development & Mentoring

Advanced integration with Learning, Performance, and Analytics

Compliance-driven reporting and system optimization