PM/GM - Performance Review Template
The following article will help explain on how you can create or update a performance review template through SFCodeBot.
- Navigate to CodeBot for SAP SuccessFactors, enter your login details.
- On the Home screen, click on PM/GM module.
- Select your workspace from the next screen.
- Navigate to a generated workbook in my case iteration # 125. Click the sheet icon.
- The workbook will appear in a new tab on your browser. Select the Templates PM worksheet.
- In block one (Column A – M), choose a template name you wish to create along with some basic information. The block two (Column N – U) allows us to add scale adjusted calculations for our template. The block three (Column V – Z) orders our templates. The block four (Column AA – AD) manages introduction section. The block five (Column AE – AI) manages employee section. The block six (Column AJ - AN) manages signature section. The block seven (Column AO – AS) manages signature section. The block eight (Column AJ – AN) manages additional comments section. The block nine (Column AT – BB) manages customized weighted rating section. The block ten (Column BC – BH) manages midyear section. The block eleven (Column BI – BQ) manages performance potential summary section. The block twelve (Column BR – CZ) manages goal section. The block thirteen (Column DA – EE) manages competency section. The block fourteen (Column EF – EL) manages custom section. The block fifteen (Column EM – EY) manages goal competency summary section. The block sixteen (Column EZ – FQ) helps to add custom elements for a section. The block seventeen (Column FR – GB) manages summary section. The block seventeen (Column GC – GF) manages weight fields for the summary section. For the sake of this example, we have filled data in a few blocks, to keep matters simple. However, you can choose to fill data according to your own requirements. Finally, set the processing status to pending in block eighteen (Column GG – GH).
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- Close the workbook and navigate back to SFCodeBot. Click the hamburger icon under the Actions tab for the same iteration number. Select ‘Start Configuration’ option from the dropdown menu.
- The Start Configuration popup will appear. Enter your credentials and some execution notes. Lastly, select the Templates Goal checkbox, and hit Confirm and Start button.
- 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 in the workbook, and observe that a template has been added successfully as the row and its corresponding fields is now highlighted green. Meanwhile, the processing status has also turned to processed.
- You can confirm the changes you made by navigating to the Manage Templates page on SAP Success Factors, and then selecting the Performance Review tab.
Updated on: 16/05/2025
Thank you!