PMGM - How to Create a 360 Multi-Rater Template?
The following article will help explain how you can create or update a 360 Multi-Rater template through SFCodeBot.
Navigate to CodeBot for SAP SuccessFactors, and enter your login details.
On the Home screen, click on the PM/GM module.
Select your workspace from the next screen.
Navigate to a generated workbook in my case iteration # 128. Make sure you have the provisioning feature turned on. Click the sheet icon.
The workbook will appear in a new tab on your browser. Select the Multi-Rater 360 worksheet.
The first section (Columns A – J) manages general settings while the remaining sections manage advanced settings for a 360 Multi-Rater template. Fill in the data according to your requirements, select the template you want to execute, and set the processing status to pending in the last section (Column IA – IB)
Screenshot 1:
Screenshot 2:
Screenshot 3:
Close the workbook and navigate back to SFCodeBot. Click the hamburger icon under the Actions tab for the same iteration number. Select the ‘Start Configuration’ option from the dropdown menu.
The Start Configuration popup will appear. Enter your credentials and some execution notes. Lastly, select the Multi-Rater 360 Templates checkbox, and hit Confirm and Start buttons.
Later on, you can click the information icon to monitor the progress of your iteration. Screenshots will be visible once changes are successfully pushed to the instance.
Once the status shows complete, go back to the workbook, and observe that a template has been added successfully as the row and its corresponding fields have been highlighted in green. Meanwhile, the processing status has also turned to processed.
You can confirm this change on SAP Success Factors by navigating to the Manage Templates and selecting 360 Multi-Rater and also under the Form Template Settings.
360 Multi-Rater:
Form Template Settings:
Navigate to CodeBot for SAP SuccessFactors, and enter your login details.
On the Home screen, click on the PM/GM module.
Select your workspace from the next screen.
Navigate to a generated workbook in my case iteration # 128. Make sure you have the provisioning feature turned on. Click the sheet icon.
The workbook will appear in a new tab on your browser. Select the Multi-Rater 360 worksheet.
The first section (Columns A – J) manages general settings while the remaining sections manage advanced settings for a 360 Multi-Rater template. Fill in the data according to your requirements, select the template you want to execute, and set the processing status to pending in the last section (Column IA – IB)
Screenshot 1:
Screenshot 2:
Screenshot 3:
Close the workbook and navigate back to SFCodeBot. Click the hamburger icon under the Actions tab for the same iteration number. Select the ‘Start Configuration’ option from the dropdown menu.
The Start Configuration popup will appear. Enter your credentials and some execution notes. Lastly, select the Multi-Rater 360 Templates checkbox, and hit Confirm and Start buttons.
Later on, you can click the information icon to monitor the progress of your iteration. Screenshots will be visible once changes are successfully pushed to the instance.
Once the status shows complete, go back to the workbook, and observe that a template has been added successfully as the row and its corresponding fields have been highlighted in green. Meanwhile, the processing status has also turned to processed.
You can confirm this change on SAP Success Factors by navigating to the Manage Templates and selecting 360 Multi-Rater and also under the Form Template Settings.
360 Multi-Rater:
Form Template Settings:
Updated on: 21/05/2024
Thank you!