360 Reviews: Public Document Version: 2H 2020 - 2021-02-05

PUBLIC
Document Version: 2H 2020 – 2021-02-05
360 Reviews
© 2021 SAP SE or an SAP affiliate company. All rights reserved.
THE BEST RUN

Content
1 Overview of SAP SuccessFactors 360 Reviews. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
2 360 Reviews - SAP Fiori Version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

2.1 Feature Comparison Between 360 Reviews - SAP Fiori Version and 360 Reviews v11 Version. . . . . . . . . . 19
2.2 Features Only Available in 360 Reviews - SAP Fiori Version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
3 Configuring 360 Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

3.1 Configuring 360 Templates Using XML. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Introduction Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
User Info Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Review Info Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Reviewer Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Rater List Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Competency Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Goal Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Summary Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Custom Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Post Review Phase. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Configuring Rating Scale Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
3.2 Configuring 360 Templates Using Admin Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Manage Templates Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
General Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
360 Form Template Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
3.3 Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Section Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Field Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Drilldown Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Rater ID Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
3.4 Rater Category Rollup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Configuring Rollup for a 360 Reviews Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
3.5 Calibration Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Configuring Calibration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Sample Multi-Rater Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
3.6 Anonymous View for Named 360s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
4 Main Routing Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

4.1 Raters in 360 Reviews Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Setting Up Default Raters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
360 Reviews
2 PUBLIC Content
Adding Participants in 360 Review Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
Adding Participants in Evaluation Stage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Changing Participant Category. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Removing Participants. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Removing 360 Reviews Forms of Inactive Employees in Bulk. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Retaining Inactive Employee' 360 Evaluation Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Setting Up Error and Warning Messages When Participant Number Out of Defined Range. . . . . . . . . . 91
External Raters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
4.2 Sending a Copy of a Completed Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
4.3 Comments in 360 Reviews Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
4.4 360 Reviews Form Autosave. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
5 Managing Forms Using Admin Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

5.1 Route Maps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Creating a Route Map. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Modifying a Route Map. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Associating a Route Map with a Form Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
5.2 Launch Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
5.3 Managing Employees' 360 Reviews Forms in Evaluation Stage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Declining Multiple 360 Reviews Forms in Evaluation Stage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111
5.4 Document Transfer for 360 Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
User Import Tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Configuring Document Transfer in Form Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Important Notes about Document Transfer Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
5.5 Using 360 Executive Review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
6 Detailed 360 Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

6.1 Views in Detailed 360 Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
6.2 Configuring Instructions on the Detailed 360 Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
6.3 Enabling Rank View in Detailed 360 Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
6.4 Benchmark Ratings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Creating Benchmark Ratings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130
Applying Benchmark Ratings to Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
7 E-mail Notifications for 360 Reviews. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
8 Ad Hoc Reporting for 360 Multi-Rater Subjects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

8.1 Creating 360 Multi-Rater Ad Hoc Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
9 Integration of 360 Reviews with Career Development Planning. . . . . . . . . . . . . . . . . . . . . . . . . . 138
10 Mobile 360 Reviews. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

10.1 Enabing Mobile 360 Reviews. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
360 Reviews
Content PUBLIC 3
10.2 Mobile 360 Reviews Feature Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
11 Data Protection and Privacy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

11.1 Centralized Data Protection and Privacy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
11.2 Data Retention Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
12 Using the Check Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

12.1 Benefits of the Check Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
12.2 Check Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
12.3 Creating Support Tickets from the Check Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
12.4 Using the Quick Fix Feature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .151
360 Reviews
4 PUBLIC Content
What's New in 360 Reviews
Provides an overview of the most important updates made to this document in recent releases.
2H 2020
The following table summarizes changes to this guide for the 2H 2020 release:
What's New Description More Information
October 9
Added a new concept topic In 360 Reviews - SAP Fiori Version, the 360 Reviews Form Autosave [page 96]
system saves 360 Reviews forms auto
matically after 5 seconds of inactivity.
Added a new task topic You can remove automatically 360 Re Removing 360 Reviews Forms of Inactive
views forms from the inboxes of the em Employees in Bulk [page 89]
ployees who are set to inactive.
Added a new concept topic Detailed 360 Report provides both a Detailed 360 Report [page 123]
summary and an in-depth look at em
ployees' ratings.
Added a new reference topic The topic lists the features that are avail Features Only Available in 360 Reviews -
able exclusively to 360 Reviews - SAP SAP Fiori Version [page 22]
Fiori Version
Added a new task topic You can associate different rating scale Configuring Rating Scale Type [page
53]
types with goal sections and competency
sections.
The rating scale type is configured in

form template XML file by using the fm-
sect-scale element.
Added a task topic Process owners and permitted users can Adding Participants in Evaluation Stage
add participants when a 360 Reviews [page 85]
form is in Evaluation stage.
Added a reference topic The topic lists definitions of participants Definitions of Participants in Form Tem
to whom you can grant permissions in plate Settings [page 86]
the Form Template Settings tool.
Updated a topic If you don't want specific roles to modify Removing Participants [page 88]
participants. You can disable the section
for the role by using XML code to make
the session read-only, so the Modify
Participants button does not display.
360 Reviews
What's New in 360 Reviews PUBLIC 5
Updated a topic The following information is added to the Views in Detailed 360 Report [page 124]
topic:
● In 360 Reviews - SAP Fiori Version,

there're only two colors shown in the
Gap Analysis report. One is green,
which represents positive value; The
other is red, which represents nega
tive value.
● To show the Hidden Strengths and
Blind Spots report, you can config
ure it in XML form template.
Updated a topic 360 Reviews - SAP Fiori Version can be 360 Reviews - SAP Fiori Version [page
used by every customer, and is listed un 18]
der the Recommended Upgrades column
in the Upgrade Center.
Updated a topic The field labels in the Rater List section Rater List Section [page 32]
cannot be customized. Thus, the texts in
the code example are removed so as to
avoid any confusions. For example, the
text Division in the <rater-column
key="DIVISION">Division</rater-col
umn> is removed.
Updated a topic You should be granted with the Calculate Creating Benchmark Ratings [page 130]
360 Benchmark Ratings permission so
that you can create benchmark ratings
for detailed 360 reports.
Updated a topic You can search for external users by en Adding External Raters [page 93]
tering their e-mail address in the search
box.
Updated a topic You can set up the field permission for Field Permissions [page 71]
the tgmfields field in 360 Reviews forms
of SAP Fiori version.
Updated a topic You can set up warning messages when Setting Up Error and Warning Messages
the number of participants selected by a When Participant Number Out of Defined
user is out of the range defined in form Range [page 91]
template.
Updated a topic For both the 360 v11 and 360 Fiori ver Detailed 360 Report [page 123]
sions, if more than 100 participants are

added to a 360 Reviews form to provide
feedback, only 100 pieces of the partici
pants’ feedback can be included in the
Detailed 360 Report. The included feed
back is selected by the system randomly.
But for the 360 Fiori version, the sub
ject's feedback will always be included in
the Detailed 360 Report.
1H 2020
360 Reviews
6 PUBLIC What's New in 360 Reviews
The following table summarizes changes to this guide for the 1H 2020 release:
April 10
Added three new key supported features The features 360 Executive Review, Send Feature Comparison Between 360 Re
Copy and Add External User as Partici views - SAP Fiori Version and 360 Re
pant are now available in 360 Reviews - views v11 Version [page 19]
SAP Fiori Version.
Added a new topic You can send a copy of completed form Sending a Copy of a Completed Form
to internal users. [page 94]
Added a new topic You can add external raters if you have Adding External Raters [page 93]
valid permissions.
Added a new topic In different stages of routing a form, par Main Routing Actions [page 82]
ticipants have different routing actions to
complete.
Added a new topic You can enable custom competencies by Custom Competencies [page 34]
configuring your template using XML.
Added a new topic There are various roles involved at vari Roles [page 108]
ous steps of the Route Map.
Added a new topic Participants can add comments to a 360 Comments in 360 Reviews Forms [page
Reviews form to communicate with each 95]
other and provide additional information.
Updated the topic Competency Section A form can have several Competency Competency Section [page 33]
sections, which work in the same way. In
each section, competencies can be
added as Core Competencies, Custom
Competencies (also known as Hard
coded Competencies) and Job Role
Competencies.
Updated the topic External Raters If External Users accept to participate or External Raters [page 92]
evaluate, they’re taken to an external au
thorization screen on which they're
asked to enter a verification code that is
sent by e-mail.
Updated a topic A table is used to compare the feature Feature Comparison Between 360 Re
discrepancy between 360 Reviews - SAP views - SAP Fiori Version and 360 Re
Fiori Version and 360 Reviews v11 Ver views v11 Version [page 19]
sion.
Remove "Beta" from relevant topics As of 1H 2020 release, 360 Reviews - ● Feature Comparison Between 360
SAP Fiori Version is Generally Available Reviews - SAP Fiori Version and 360
(GA) to the public with restricted availa Reviews v11 Version [page 19]
bility. It can be used in production, but it ● 360 Reviews - SAP Fiori Version
doesn’t yet support all features in 360 [page 18]
Reviews v11 Version.
● General Settings [page 56]
● Attributes of Competency Section
[page 36]
360 Reviews
Remove information about the Save as As of 1H 2020 release, the Save as PDF ● Feature Comparison Between 360
PDF button button isn’t available. Therefore, the rele Reviews - SAP Fiori Version and 360
vant information is removed. Reviews v11 Version [page 19]
● Anonymous View for Named 360s
[page 81]
Q4 2019
The following table summarizes changes to this guide for the Q4 2019 release:
Added information about using route Workflow in Provisioning should be ena Creating a Route Map [page 98]
maps bled to use route maps.
Modifying a Route Map [page 103]
Added the cat-weight attribute in rater The cat-weight attribute defines weights Rater Category Rollup [page 76]
categories to rater categories, so that ratings from
different rater categories can be
weighted in calculation.
Added information about rejecting forms In the Signature stage, permitted roles Route Maps [page 97]
can reject the form, which removes all
signatures and reverts it back to the Eval
uation stage. The rejected form goes
back to the Process Owner’s inbox for re-
evaluation before due date, and to other
participants’ Completed folder. Mean
while, permissioned roles can send the
form back to a specific role for additional
changes, which also removes all signa
tures and reverts it back to the Evaluation
stage.
Added information about printing goal When you print a 360 Reviews form (V11) Goal Section [page 42]
section with goal sections, the goal names show
on gray bar with auto-numbering if obj-
plan-number-format is configured in the
goal template. Otherwise, the goal names
show beneath the gray bar.
Q3 2019
Updated the information about how to Currently you can't add translations in General Settings [page 56]
support translations for 360 Reviews the Manage Templates tool, but you can
forms configure message keys in 360 form
template XML to support translations.
360 Reviews
Renamed 360 Reviews 2.0 (Beta) As of this release, 360 Reviews 2.0 (Beta) 360 Reviews - SAP Fiori Version [page
is officially renamed to 360 Reviews -
18]
SAP Fiori Version (Beta).
Feature Comparison Between 360 Re
views - SAP Fiori Version and 360 Re
views v11 Version [page 19]
Attributes of Competency Section [page

36]
Updated the information about the form You can disable spell check and legal 360 Form Template Settings [page 57]
spell check on route and form legal scan scan to run each time forms route to the
on route features next step. Therefore, these two features Feature Comparison Between 360 Re
are removed from the Planned Features views - SAP Fiori Version and 360 Re
section of Feature Scope. views v11 Version [page 19]
Added two notes about ad hoc reports In ad hoc reports, rating descriptions Creating 360 Multi-Rater Ad Hoc Report
[page 136]
can't be localized according to your lan
guage configuration in rating scales.
Overall ratings may be displayed differ

ently in 360 Reviews forms, Detailed 360
Report, and ad hoc reports, due to differ
ent configuration for the number of deci
mal places and different calculation
methods for average ratings.
Added Introduction Section and Sum Since you can configure the introduction Introduction Section [page 24]
mary Section and summary sections of 360 forms us
ing XML, we've added new topics regard Summary Section [page 45]
ing the information, attributes, and ele
ments that you can use in these two sec Configuring the Attributes and Elements
tions. in the Summary Section [page 47]
Added a note about languages of compe In 360 Reviews, to make translations of Attributes of Competency Section [page
tencies competencies appear correctly when 36]
users add competencies in 360 forms,
you have to include a message key in any
of the elements of the Competency sec
tion.
Added a note about changing form tem When the form template name is 360 Form Template Settings [page 57]
plate name changed after the form is launched,
whether the form title is updated is af
fected by two radio buttons in Company
System and Logo Settings. If the form
template name is configured in different
languages, whether the form title is dis
played in logged-in users' language is af
fected too.
360 Reviews
Added a note about the use-jobcode If use-jobcode is set to true, after Attributes of Competency Section [page
attribute you've configured competencies in differ 36]
ent languages in Competency Libraries,
you need to map the competencies of the
configured languages to the job code
separately in Families and Roles.
Added the num-decimal-places at The num-decimal-places attribute Attributes of Competency Section [page
tribute in the competency, goal, and configures the number of decimal places
36]
summary section for calculated ratings in each section.
The default value is 2. Attributes of the Goal Section [page 44]
Configuring the Attributes and Elements

in the Summary Section [page 47]
Added topics about route maps in 360 Route maps define how 360 forms are Route Maps [page 97]
Reviews routed during the 360 review process.
They include four stages, the Modify, Creating a Route Map [page 98]
Evaluation, Signature, and Completion
Stage. Learn how to create and modify Modifying a Route Map [page 103]
route maps using Manage Route Maps
Associating a Route Map with a Form
and associate route maps with 360 form
Template [page 108]
templates using Form Template Settings.
Added information about graphical sum The default opening view of Detailed 360 Views in Detailed 360 Report [page 124]
mary, hidden strengths, and blind spots
Report, also known as the graphical sum
reports
mary report, provides an overview rating
broken down by the individual rater roles.
It also provides a graphical rating and a
comment for each individual compe
tency or goal that was rated.
The hidden strengths and blind spots re

ports allow you to see where there’s a
significant difference between how the
individual rates themselves compared to
all the raters.
Updated the information about bench A benchmark rating is an average rating Benchmark Ratings [page 128]
mark ratings of a competency of a job code. Compa
nies can use the benchmark rating to Creating Benchmark Ratings [page 130]
compare an employee's rating against
the average rating. To use benchmark Applying Benchmark Ratings to Forms
ratings in Detailed 360 Report, create [page 131]
benchmark ratings and apply them to
forms using Calculate 360 Benchmark
Ratings.
Q2 2019
360 Reviews
Added information about the Participant Creating 360 Multi-Rater Ad Hoc Report
Feedback Status (New) column in ad hoc [page 136]
report
Added information on when the Step Due When the notification is sent depends on E-mail Notifications for 360 Reviews
Notification is sent the number of days (for example, 7) that [page 132]
is specified in Default Due Notification
Date (in days) on the Form Template
Settings page and Step Due Date . In this
example, the step owner will receive the
Step Due Notification seven days before
the step due date.
Updated the information about Upload To ensure that 360 forms are launched Launch Forms [page 110]
Participant List successfully, please do not include inac
tive users in the upload participant list.
Updated the information about permis To improve performance, the Participant Manage Templates Tool [page 55]
sion configuration Feedback Status (New) column is intro
duced. Section Permissions [page 70]
Field Permissions [page 71]
Updated the information about the fea Updated features in the Features Unaf Feature Comparison Between 360 Re
ture scope of 360 Reviews - SAP Fiori fected by Upgrade to 360 Reviews - SAP views - SAP Fiori Version and 360 Re
Version Fiori Version, Planned Features, and Un views v11 Version [page 19]
supported Legacy Features sections.
Added the description of each feature in
the Features Unaffected by Upgrade to
360 Reviews - SAP Fiori Version and
Planned Features sections.
Q1 2019
Added information about 360 Reviews in You can also create content, configure Overview of SAP SuccessFactors 360 Re
Admin Center settings and form templates and launch views [page 16]
forms by using the features listed under
360 Reviews in the Admin Center.
Added topics to discuss e-mail notifica This topic discusses the e-mail notifica E-mail Notifications for 360 Reviews
tions for 360 Reviews tions of 360 Reviews and some e-mail to
[page 132]
kens.
360 Reviews
Removed the note about behavior data in The following note gets removed because Ad Hoc Reporting for 360 Multi-Rater
ad-hoc reporting the limitation no longer exists. Subjects [page 135]
"To improve the performance of 360

Multi-Rater Subject ad hoc reports, a
mapping has been established between
the Competency and Behavior data
fields. Data migration has been automati
cally triggered to sync the mapping data
from the existing 360 forms that have
Rating by Behavior enabled to ad hoc re
ports. However, currently the migration
can only process a limited number of
templates per time, so you may encoun
ter a delay in reporting the behavior data"
Updated information about attributes in Information about attributes in Compe Attributes of Competency Section [page
Competency section. tency section, such as use-behavior, 36]
is updated.
Added a section about 360 Reviews - The beta version of 360 Reviews - SAP 360 Reviews - SAP Fiori Version [page
SAP Fiori Version Fiori Version is now available. You can try
18]
out the solution by enabling 360 Reviews
- SAP Fiori Version (Beta) in Upgrade Feature Comparison Between 360 Re
Center. views - SAP Fiori Version and 360 Re
views v11 Version [page 19]
Added a topic to discuss document Document transfer is used to transfer Document Transfer for 360 Forms [page
transfer of 360 forms employee's documents from old man 112]
ager to new manager when the employ
ee's manager is changed.
Added a topic on launching 360 forms. You can launch 360 Reviews forms from Launch Forms [page 110]
Admin Center Launch Forms . On
the Select Employees tab, there is a
Upload Participant List feature which al
lows you to create forms with predefined
raters.
Added a section to discuss setions con You can configure permissions in form Section Permissions [page 70]
figured in form templates. templates to determine how users work
on 360 forms. Field Permissions [page 71]
Drilldown Permissions [page 72]
Rater ID Permissions [page 73]
Added information on how to report par If you want to report the the participant Ad Hoc Reporting for 360 Multi-Rater
ticipant names when the form is anony names for anonymous forms, you can Subjects [page 135]
mous. create a Anonymous 360 Status spread
sheet report.
360 Reviews
Updated the information about Mobile The following features are supported in Mobile 360 Reviews Feature Support
360 Reviews Mobile 360 Reviews [page 140]
● custom section
● add, edit, or delete Performance
Goal
● add, edit, or delete Development
Goal
Added a topic about user import tools Document transfer is used to transfer User Import Tools [page 113]
that trigger document transfer documents from old manager to new
manager. You can use the tools described
in this topic to import or update users
and set up document transfer options.
Q4 2018
Added a new chapter "Configuring 360 You can configure 360 templates using Configuring 360 Templates Using Admin
Templates Using Admin Center" Admin Center.
Center [page 54]
Manage Templates Tool [page 55]
Creating a Form Template [page 55]
General Settings [page 56]
360 Form Template Settings [page 57]
Added a topic about 360 Executive Re 360 Executive Review Using 360 Executive Review [page 120]
view
Added a section about Mobile 360 Re This section discusses how to enable Mo Enabing Mobile 360 Reviews [page 140]
views bile 360 Reviews and its supported fea
tures Mobile 360 Reviews Feature Support
[page 140]
Removed the limitation of inactive user The Limitation "Consider your 360 Multi- Ad Hoc Reporting for 360 Multi-Rater
information in ad hoc reports allows su Rater Subject ad hoc reports includes in Subjects [page 135]
per HR roles or other users to monitor active users. When you generate such ad
form status and access 360 forms even if hoc reports, the information related to
they are not on the form route map. the inactive users appears blank. Ad hoc
reports do not display information re
lated to inactive users." has been re
moved.
Q3 2018
360 Reviews
allows super HR rolesThe following table summarizes changes to this guide for the Q3 2018 release:
Changed the guide title Previously, the guide title was "360 Multi-
Rater". Now, the title is "360 Reviews".
Updated the "Configuring 360 Templates You can configure sections of a 360 tem User Info Section [page 27]
using XML" topic plate using XML.
Review Info Section [page 29]
Reviewer Section [page 30]
Rater List Section [page 32]
Competency Section [page 33]
Goal Section [page 42]
Custom Section [page 50]
Added a topic on "Changing Participant You can change the participant category Changing Participant Category [page
Category" for a 360 form from Admin Center 87]
Change Participant Category
Updated the topic on "Rater Category You can roll up the rater category with an Rater Category Rollup [page 76]
Rollup", and created an example topic on other one, if the hidden threshold for the
Configuring Rollup for a 360 Reviews
"How to Configure Rollup" category is not met.
Form [page 78]
Check Tool A new check has been added to the Using the Check Tool [page 148]
Check Tool for 360 Reviews. Run this
check to identify route maps that have
the “Collaboration” step. As 360 Reviews
do not support the "Collaboration" step,
you will need to either remove the "Col
laboration" step in your 360 route map,
or disassociate your 360 templates with
route maps that have "Collaboration"
steps in Form Template Settings.
Added a new topic "Complete/Decline You can complete or delete 360 forms Managing Employees' 360 Reviews
360 documents" from Admin Center Complete/ Forms in Evaluation Stage [page 110]
Decline 360 documents . Note that this

feature only works for 360 forms in Eval
uation stage.
360 Reviews
Added a note to the "Ad Hoc Reporting To improve the performance of 360 Ad Hoc Reporting for 360 Multi-Rater
for 360 Multi-Rater Subjects" topic Multi-Rater Subject ad hoc reports, a Subjects [page 135]
mapping has been established between
the Competency and Behavior data
fields. Data migration has been automati
cally triggered to sync the mapping data
from the existing 360 forms that have
Rating by Behavior enabled to ad hoc re
ports. However, currently the migration
can only process a limited number of
templates per time, so you may encoun
ter a delay in reporting the behavior data.
Added topics about Document Transfer. The Documents Manager tool enables Configuring Document Transfer in Form
you to manually transfer in-progress, en- Templates [page 115]
route and completed forms to the new
Important Notes about Document Trans
manager, after an employee's manager
fer Options [page 119]
changes.
360 Reviews
1 Overview of SAP SuccessFactors 360
Reviews
SAP SuccessFactors 360 Reviews enables you to combine self-feedback with anonymous input from colleagues
and external sources to have the most comprehensive view of the performance of employees in your organization.
If your review process relies only the feedback of managers, you risk missing out on valuable information. Bringing
in feedback from everyone connected to your employees - including clients - gives a much more balanced,
comprehensive, and informative picture of your employees.
With 360 Reviews, you have an independent development tool that isn’t directly tied to compensation or promotion
decisions and is geared toward personal development. You can offer your managers and employees clear insights
into their strengths and weakness. The 360 Reviews offer a full-circle view of performance that provides a better
insight for coaching and development, and ensures more accurate, effective, and fair assessments.
The 360 Reviews help you:
● Develop comprehensive feedback: Incorporate self-ratings, peer review, and upward assessments for
feedback at all levels.
● Gain a holistic performance perspective: Get feedback from outside employees’ hierarchies or departments
and gain a broader view.
● Automate workflows: Stay ahead of deadlines with integrated e-mail reminders and requests, plus automatic
routing of forms among managers, employees, and peers.
● Identify hidden strengths and weakness: Pinpoint skills, competency gaps, reward drivers, and other
performance trends.
● Use limited compensation budgets effectively: Make pay decisions with valid, objective, and anonymous
feedback to gain a candid perspective.
 Remember
The route map used in a 360 Reviews must not have a Collaborative step (C-step), as the 360 workflow does
not support the C-step. In the 360 reviews, the process owner is an important role responsible for the last
modify step and this "Process Owner" role can only be one user per design. If a C-step is added in the modify
stage, multiple users become process owners, and that breaks the rules defined for the 360 process.
The features listed under 360 Reviews in Admin Center
You can also create content, configure settings and form templates and launch forms by using the features listed
under 360 Reviews in the Admin Center.
Use this feature: To do this:
Change 360 Process Owner Change the process owner of a 360 document.
Change Participant Category Change the participant categories for a 360 document.
360 Reviews
16 PUBLIC Overview of SAP SuccessFactors 360 Reviews
Use this feature: To do this:
Complete/Decline 360 Complete or decline a 360 document
Change 360 Process Owner Form Create 360 Review forms for a user or selected users.
E-Mail Notification Template Settings Edit the email notification settings to enable, disable, or config
ure the content of email templates
Form Template Settings Modify settings, upload or download a form template.
Launch 360 Reviews Create and launch the form for a 360 Review process
Manage Route Maps Define the recipients of a route map and the order in which he
or she receives the map.
Manage Scheduled Reviews Cancel or modify the launch of a form
Manage Templates Create and update a form template
Rating Scales Create, copy, or modify a rating scale
Restore Completed 360 Restore a completed 360 back to evaluation for a participant
360 Reviews
Overview of SAP SuccessFactors 360 Reviews PUBLIC 17
2 360 Reviews - SAP Fiori Version
360 Reviews - SAP Fiori Version is Generally Available (GA).
While the majority of features are supported, it does not yet support all features from the 360 Reviews v11 Version.
To see a list of remaining feature gaps, please go to Feature Comparison Between 360 Reviews - SAP Fiori Version
and 360 Reviews v11 Version [page 19].
360 Reviews - SAP Fiori Version is supported by SAPUI5 technology, offering you an intuitive and modern user
experience. The application gives you a 360-degree view of employee’s performance that provides a better insight
for coaching and development, and ensures accurate, effective, and fair evaluations. By upgrading to 360 Reviews -
SAP Fiori Version, you can take advantage of the intuitive SAP Fiori UI design to boost employee engagement and
accelerate talent development across your organization.
How to Upgrade to 360 Reviews - SAP Fiori Version
Before upgrading to 360 Reviews - SAP Fiori Version, make sure that you have 360 Reviews enabled in your system.
Then go to Admin Center Upgrade Center Recommended Upgrades .
After upgrade, if you want to use the existing templates, you must update them in Manage Templates so that they
can be compatible with 360 Reviews - SAP Fiori Version. The completed or in-process forms that were created
before the upgrade aren’t affected.
 Note
If you haven’t used any OData API-related features since upgrade, and now encounter some problems when
opening the 360 Reviews - SAP Fiori Version form, you’re recommended to refresh OData API Metadata via
Admin Center Odata API Metadata Refresh And Export .
How to Revert to the Old 360 Reviews Solution
You’re allowed to revert to the old solution by either turning off 360 Reviews - SAP Fiori Version in Upgrade Center
within 30 days after upgrade, or contacting your implementation partner or SAP Cloud Support.
Please note the following before you undo the upgrade:
● After reverting back to the old solution, you can continue using the forms created using 360 Reviews - SAP
Fiori Version, but these forms won’t be changed back to the old UI. In addition, the new templates created in
360 Reviews - SAP Fiori Version are locked by the system and can’t be used anymore.
● The forms and templates that are created before the upgrade can still be used.
Feature Comparison Between 360 Reviews - SAP Fiori Version and 360 Reviews v11 Version [page 19]
This topic mainly compares the feature gap between 360 Reviews - SAP Fiori Version and 360 Reviews v11
Version.
360 Reviews
18 PUBLIC 360 Reviews - SAP Fiori Version
Features Only Available in 360 Reviews - SAP Fiori Version [page 22]
The table lists the features that are available exclusively to 360 Reviews - SAP Fiori Version.
2.1 Feature Comparison Between 360 Reviews - SAP Fiori

Version and 360 Reviews v11 Version
This topic mainly compares the feature gap between 360 Reviews - SAP Fiori Version and 360 Reviews v11 Version.
In 360 Reviews - SAP Fiori Version, some of the form template settings and form template elements aren't
supported. Thus, when you validate and update the existing 360 Reviews templates for compatibility with 360
Reviews - SAP Fiori Version, you might get a validation message that says certain elements will be removed from
the template.
Feature Comparison Between 360 Reviews - SAP Fiori Version and 360 Reviews v11 Version
Features 360 Reviews - SAP Fiori Version 360 Reviews v11 Version
Form
Sections that can be configured on a Available Available

form:
● Introduction section
● Job Description section
● Review Info section
● Reviewer Info section
● User Info section
● Summary section
● Signature section
● Participant List section
● Competencies section
● Goals section
● Custom section
Development goal section In Plan Available
Learning activity in development goal In Plan Available

section
Section description Available Available
Permissions Available Available
For details, refer to Permissions [page

69].
Stack Ranker Available Available
 Note
This function uses 360 Reviews v11
user interface so far.
360 Reviews
360 Reviews - SAP Fiori Version PUBLIC 19
Print In Plan Available
EZ Rater In Plan Available
The form info icon In Plan Available
Add Modifier In Plan Available
Add external user as participant Available Available
For details, refer to Adding External

Raters [page 93].
Advanced Search Available Available
Detailed 360 Report Available Available
Summary View Available Available
Autosave Available Unavailable
Objective and competency weight for Available Available

each item and section
Rating scale description Available Available
Circle or star rating Available Unavailable
Required fields Available Available
Show Assignment Available Available
Competency behavior Available Available
Add to Outlook In Plan Available
Performance form history In Plan Available
360 form history In Plan Available
Spell Check Available Available
Legal Scan Available Available
Writing Assistant on the Competency Available Available

section
Rich Text Editor (RTE) for comments and Available Available

custom element
Plain text for comments and custom ele Unavailable Available

ment
Drill down function Available Available
Send Reminder Available Available
Workflow
360 Reviews
Main routing actions: Available Available
● Launch
● Send to Next Step
● Complete
● Decline
● Reject
● Send back
● Sign
● Send Copy
Admin Tools
Modify Form Route Map Available Available
For details, refer to Modifying a Route

Map [page 103].
Delete Form Available Available
Restore Deleted Forms Available Available
Route Signature Stage Form Available Available
Route Completed Forms Available Available
Manage Document Visibility Available Available
Change Form Date Available Available
Objective Number Prefix Unavailable Available
Edit competency comments on the Sig Unavailable Available

nature Stage
Email Notification Available Available
Report and Review
360 Executive Review Available Available
Ad Hoc Report Available Available
Report - Story Available Available
Template
Min and max participants for category, Available Available

form. and person
Parent topic: 360 Reviews - SAP Fiori Version [page 18]
Related Information
Features Only Available in 360 Reviews - SAP Fiori Version [page 22]
360 Reviews
360 Reviews - SAP Fiori Version PUBLIC 21
2.2 Features Only Available in 360 Reviews - SAP Fiori Version
The table lists the features that are available exclusively to 360 Reviews - SAP Fiori Version.
Features Only Available to 360 Reviews - SAP Fiori Version

Features Description
Form autosave When you're editing a 360 Reviews form in 360 Reviews - SAP
Fiori Version, the system saves the form automatically after 5
seconds of inactivity.
For details, see 360 Reviews Form Autosave [page 96].
Functions in detailed 360 report When you open a detailed 360 report of SAP Fiori version, you
can find the following functions that exist only in 360 Reviews -
SAP Fiori Version:
● Radar chart for competencies

● The Print Setup dialog
For details, see Detailed 360 Report [page 123].
Parent topic: 360 Reviews - SAP Fiori Version [page 18]
Related Information
Feature Comparison Between 360 Reviews - SAP Fiori Version and 360 Reviews v11 Version [page 19]
360 Reviews
3 Configuring 360 Templates
3.1 Configuring 360 Templates Using XML
This chapter provides information on how to configure 360 templates using XML.
 Remember
As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner. If you're no longer working with an implementation partner, contact SAP Cloud
Support.
Introduction Section [page 24]

This element is used to display introductory information. The introduction-sect element supports html.
User Info Section [page 27]

The User Information section displays the basic data of the subject being reviewed in the form. You can
configure the 360 User Information section in the same way as a Performance Management form.

You can use this section to display the review period covered by the form and the name of the person who
created the form.

You can use this section to display the detailed information about reviewers.

You can manage raters for a 360 form in the Rater List section, and define those who will be automatically
pulled into the 360 review process.

You can use this section to specify the competencies that are evaluated in a form.

You can use this section to define all the objectives or goals that will be evaluated during a review event.
Summary Section [page 45]

The Summary section displays summarized information about all the evaluation sections on the form in
one central area.

You can use custom sections to gather information that is not objective or competency based.
Post Review Phase [page 51]

The Post Review Phase can be used after the Evaluation Phase but before the Completion or Signature
Phases.
Configuring Rating Scale Type [page 53]

You can associate different rating scale types with goal sections and competency sections.
360 Reviews
Configuring 360 Templates PUBLIC 23
3.1.1 Introduction Section
This element is used to display introductory information. The introduction-sect element supports html.
Supported HTML tags
HTML tags Description Example
<p> Defines a paragraph <p> Paragraph</p>
<a> Defines a hyperlink <a href="http://www.successfac

tors.com">hyperlink</a>
<strong> Defines important text <strong>bold text</strong>
<em> Defines emphasized text <em>emphasis</em>
<u> Defines underlined text <u>underlined text</u>
<ol> Defines an ordered list <ol><li>This is an example of a num

bered list</li></ol>
<ul> Defines an unordered list <ul><li>This is an example of a bulleted

list</li></ul>
<li> Defines a list <li>This is an example of a list</li>
<font> Defines font, color, and size for text <font color="#0000ff">colored text</
font>
<font size="4">larger text</font>
<img> Defines an image <img alt="" src="http://www.successfac

tors.com/etc/designs/successfactors/
images/logo_successfactors.png"
style="width: 216px; height: 42px;" />
<span> Defines a section in a document <span>Section of a document</span>
<blockquote> Defines a section that is quoted from an <blockquote cite="http://www.success

other source factors.com"> </blockquote>
 Note
<span> and <img> are the only HTML tags that supports the "style" attribute
 Example
XML Example:
360 Reviews
24 PUBLIC Configuring 360 Templates
This is an example of an introduction section. The fmsectconfig sub-element is required but in this case does
not affect the configuration.
<introduction-sect>
<fm-sect
index="0"
mgt-only="false"
split-cmt="false"
cmt-opt="1">
<fm-sect-name><![CDATA[Introduction]]></fm-sect-name>
<fm-sect-intro><![CDATA[]]></fm-sect-intro>
<fm-sect-config>
<rating-label><![CDATA[Rating]]></rating-label>
<rating-label-others><![CDATA[Rating]]></rating-label-others>
<default-rating><![CDATA[unrated]]></default-rating>
<hidden-strength-threshold>0.0</hidden-strength-threshold>
<blind-spot-threshold>0.0</blind-spot-threshold>
<num-decimal-places>2</num-decimal-places>
<publish-button-label><![CDATA[Publish Content]]></publish-button-label>
</fm-sect-config>
</fm-sect>
</introduction-sect>
Attributes
Attributes Valid values Description
index Numeric The order in which sections are displayed in the form is controlled by section
index number starting with index="0". As a result, the form XML can list sec
tions in any order. When you move sections using Provisioning the index num
ber assigned to a section will be updated automatically to reflect how you
have rearranged the sections in the form.
mgt-only True or False True if only Manager or HR can see this section
split-cmt True or False True if displaying Subject and Manager's comments side by side
cmt-opt Numeric Show both item and section comments
Elements
Can be configured from Manage Tem

Elements Description plate Settings in Admin Center
<introduction-sect> 360 Reviews introduction section
<fm-sect> Generic section for all SFV4 forms.
<fm-sect-name> The name of the section. Yes
360 Reviews
Can be configured from Manage Tem
Elements Description plate Settings in Admin Center
<fm-sect-intro> Introductory text that can be used to pro Yes

vide the user with the information
needed to complete the section. This can
also be instruction text that describes the
business processes, corporate values
and goals, or that references other docu
ments.
<fmsectconfig> This element contains configurable op

tions for any form sections.
● rating-label: Label that corresponds

to the Rating of Record field
● rating-label-others: Label that cor
responds to the Subject Rating or
the Personal Rating, ratings other
than the Rating of Record
● default-rating: The default rating
value when no value is selected
● unrated-rating: The rating value
that can be selected by the user.
This value is not included in the cal
culation.
● hidden-strength-threshold: The
minimum value of the difference be
tween employee's self rating and
others' rating. If an employee rates
lower than others on a goal or com
petency, and the difference is higher
than the value you set here, the goal
or competency is considered a hid
den strength.
● blind-spot-threshold: The minimum
value of the difference between em
ployee's self rating and others' rat
ing. If an employee rates higher than
others on a goal or competency, and
the difference is higher than the
value you set here, the goal or com
petency is considered a blind spot.
● num-decimal-places: Number of
decimals places to use when calcu
lating the rating for this section
Parent topic: Configuring 360 Templates Using XML [page 23]
360 Reviews
Related Information

3.1.2 User Info Section
The User Information section displays the basic data of the subject being reviewed in the form. You can configure
the 360 User Information section in the same way as a Performance Management form.
You can rename the section, and include or exclude various fields to display information about the employee. Data
in this section is non-editable and read-only.
By default, each data element reflects the user information that is current at the time the form is opened. The
sync-until-completion is used to sync an employee info element with values in the database in Employee
section until document completion. To preserve the information it used to be at the time the form was created,
even if the user's information changes after that, you can set the sync-until-completion ="false".
You can use fm-element to define what information fields will be displayed about the subject being reviewed in the
form. The accepted employee information fields include:
● USERNAME
● FIRSTNAME
● LASTNAME
● MI
● GENDER
● EMAIL
● MANAGER
● HR
● DEPARTMENT
● JOBCODE
● DIVISION
● LOCATION
● TIMEZONE
● HIREDATE
● EMPID
● TITLE
360 Reviews
● FAX
● ADDR1
● ADDR2
● STATE
● ZIP
● COUNTRY
● LAST_REVIEW_DATE
● CUSTOM01
● CUSTOM02
● CUSTOM03
● MATRIX_MANAGER
XML Example
<userinfo-sect>
<fm-sect
index="1"
mgt-only="false"
split-cmt="false"
cmt-opt="1">
<fm-sect-name><![CDATA[User Information]]></fm-sect-name>
<fm-sect-config>
</fm-sect-config>
<fm-element index="0" type="3">
<ekey><![CDATA[FIRSTNAME]]></ekey>
<ename><![CDATA[]]></ename>
<evalue><![CDATA[]]></evalue>
</fm-element>
<ekey><![CDATA[LASTNAME]]></ekey>
</fm-element>
<ekey><![CDATA[TITLE]]></ekey>
</fm-element>
</fm-sect>
</userinfo-sect>
 Remember
This code snippet is a sample configuration. The exact configuration depends on your system settings.
360 Reviews
Related Information

3.1.3 Review Info Section
You can use this section to display the review period covered by the form and the name of the person who created
the form.
The Review Info section is sometimes labeled Review Information or Review Period. The originator field cannot be
changed, and no additional fields can be added to this section. The default validation for review dates will include
start date, end date and due date, but the validation of due date with the option “Disable Due Date Validation” can
be disabled in Form Template Setting. XML customization of this section is limited to changing the section name,
section name color bar, and section intro text.
 Remember
Support.
XML Example
<reviewinfo-sectindex="2">
<reviewinfo-sect-name><![CDATA[Review Information]]></reviewinfo-sect-name>
<reviewinfo-sect-intro><![CDATA[<b>This review covers the dates listed below.</
b>]]></reviewinfo-sect-intro>
<fm-sect-config>
</fm-sect-config>
</reviewinfo-sect>
360 Reviews
 Remember
Related Information

3.1.4 Reviewer Section
You can use this section to display the detailed information about reviewers.
You can rename the section, and include or exclude various fields to display information about the employee. Data
in this section is non-editable and read-only. This section appears in the Evaluation stage of a form, or in the print
view of a "named" form.
 Remember
You can use fm-element to define what information fields will be displayed about the subject being reviewed in the
form. The accepted employee information fields of Reviewer section are the same as those of User Info section,
which include:
● USERNAME
● FIRSTNAME
● LASTNAME
● MI
● GENDER
● EMAIL
● MANAGER
● HR
360 Reviews
● DEPARTMENT
● JOBCODE
● DIVISION
● LOCATION
● TIMEZONE
● HIREDATE
● EMPID
● TITLE
● FAX
● ADDR1
● ADDR2
● STATE
● ZIP
● COUNTRY
● LAST_REVIEW_DATE
● CUSTOM01
● CUSTOM02
● CUSTOM03
● MATRIX_MANAGER
XML Example
<reviewer-sect>
<fm-sect
index="3"
mgt-only="false"
split-cmt="false"
cmt-opt="1">
<fm-sect-name><![CDATA[Reviewer Info]]></fm-sect-name>
<fm-sect-config>
</fm-sect-config>
<ekey><![CDATA[FIRSTNAME]]></ekey>
</fm-element>
<ekey><![CDATA[LASTNAME]]></ekey>
</fm-element>
<ekey><![CDATA[TITLE]]></ekey>
</fm-element>
360 Reviews
</fm-sect>
</reviewer-sect>
 Remember
Related Information

3.1.5 Rater List Section
You can manage raters for a 360 form in the Rater List section, and define those who will be automatically pulled
into the 360 review process.
The Rater List section lists raters for a 360 form, and is available only in the Modify stage. It can be made available
to managers only by configuring mgt-only="true".
By default, data of department, division, location, email, and manager has already been configured in the Rater List
section. You can also control which data is displayed in this section by adding the corresponding code as follows,
between <date-column-format> and <min-rater-count>. For example, if you add <rater-column
key="DIVISION"></rater-column>, then only information about Division displays.
<rater-column key="DIVISION"></rater-column>
<rater-column key="LOCATION"></rater-column>
<rater-column key="DEPARTMENT"></rater-column>
<rater-column key="MANAGER"></rater-column>
<rater-column key="EMAIL"></rater-column>
The default-rater defines the roles that will be auto-populated in the rater list upon document creation.
360 Reviews
XML Example
<rater-sect index="2" mgt-only="false">

<rater-sect-name><![CDATA[Rater List]]></rater-sect-name>
<fm-sect-config>
</fm-sect-config>
<rater-config>
<date-column-format>MM/dd/yyyy</date-column-format>
<min-rater-count>0</min-rater-count>
<max-rater-count>50</max-rater-count>
<min-rater-complete-count>0</min-rater-complete-count>
<default-rater category="Direct Report"><![CDATA[ED]]></default-rater>
<default-rater category="Manager"><![CDATA[EM]]></default-rater>
<default-rater category="Self"><![CDATA[E]]></default-rater>
</rater-config>
</rater-sect>
 Remember
Related Information

3.1.6 Competency Section
You can use this section to specify the competencies that are evaluated in a form.
The Competency section lists the competencies or competency behaviors that a manager and others evaluate
during a review. A form can have several Competency sections, which work in the same way. In each section,
360 Reviews
competencies can be added as Core Competencies, Custom Competencies (also known as Hardcoded
Competencies) and Job Role Competencies. Those competencies can be prepopulated or added manually. Each
competency ID can appear only once in a form.
Related Information

3.1.6.1 Custom Competencies
You can enable custom competencies by configuring your template using XML.
Custom competencies are supported in both 360 Reviews v11 and 360 Reviews - SAP Fiori Version. You can only
add custom competencies via XML configuration of your template. This functionality isn’t currently available using
Manage Templates in Admin Center. After you add custom competencies, the Custom checkbox, which is grayed
out in your template, will be checked automatically.
 Remember
Support.
Hard Code Example
<fm-competency index="0" removable="false">

<fm-comp-id>19819</fm-comp-id>
<fm-comp-name><![CDATA[]]></fm-comp-name>
<fm-comp-desc><![CDATA[]]></fm-comp-desc>
</fm-competency>
In Context
<?xml version="1.0" encoding="UTF-8"?>

<!DOCTYPE competency-sect SYSTEM "sf-form.dtd">
360 Reviews
<competency-sect index="4" configurable="true" mgt-only="false" use-jobcode="true"
use-core-comp="true" category-filter-opt="no-filter" no-rate="false" no-
weight="true" summ-opt="999" split-cmt="false" rating-opt="0" cmt-opt="2" suppress-
item-comments="0" behavior-rating-opt="0" behavior-cmt-opt="1" behavior-mode-
opt="0" in-summ-display="true" in-overall-rating="true" no-group="true" use-
behavior="false" if-no-ratings-then-ignore-section="true" lock-item-weights="false"
in-objcomp-summ-display="false" in-objcomp-summ-overall-rating="false" show-comp-
expected-rating="false" show-comp-proficiency-level="false" comp-expected-rating-
format="0" show-behavior-expected-rating="false" behavior-expected-rating-
format="0" behavior-weighted="false" min-competencies-required="-2147483648" max-
competencies-allowed="2147483647" sect-mode="normal" ez-rater-expand-all="false"
show-calculated-section-rating="true" lock-behavior-content="false" hide-
waca="false">
<comp-sect-name msgKey="3d6e257db20b4884bf6b67cea8c7dd3f_1573629499874"><!
[CDATA[Competency Feedback]]></comp-sect-name>
<comp-sect-intro msgKey="5bdedcff1d8949edb66793ff048b68b8_1573629499874"><!
[CDATA[<b>INSTRUCTIONS</b>: Please respond to the following statements as they
relate to the person whose name appears on this form. Please select the rating that
best describes the individual.]]></comp-sect-intro>
<fm-sect-config>
<rating-label msgKey="PM_RatingLabel_Rating"><![CDATA[Rating]]></rating-label>
<rating-label-others msgKey="PM_RatingLabelOthers"><![CDATA[Rating]]></rating-
label-others>
<default-rating><![CDATA[Select one...]]></default-rating>
<unrated-rating><![CDATA[Unable to Rate]]></unrated-rating>
<required-fields>
<role-name>*</role-name>
<field refid="item-rating" min-value="-1.0" max-value="-1.0"/>
<route-step stepid="*"/>
<send-action sendid="complete_360"/>
</required-fields>
<default-item-comments-label><![CDATA[Comments]]></default-item-comments-label>
<publish-button-label><![CDATA[null]]></publish-button-label>
</fm-sect-config>
<action-permission type="none">
<action refid="add-item"/>
<action refid="remove-item"/>
</action-permission>
<action-permission type="enabled">
<role-name>EM</role-name>
<action refid="add-item"/>
<action refid="remove-item"/>
<action-permission type="enabled">
<action refid="my-team-rater"/>
<action-permission type="none">
<role-name>E</role-name>
<action refid="my-team-rater"/>
<sect-weight>100.0</sect-weight>
<fm-sect-scale show-value="true">
<scale-source>1</scale-source>
<scale-id><![CDATA[Performance Rating Scale]]></scale-id>
<scale-type><![CDATA[null]]></scale-type>
</fm-sect-scale>
<fm-competency index="0" removable="false">
<fm-comp-id>19819</fm-comp-id>
<fm-comp-name><![CDATA[]]></fm-comp-name>
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<fm-comp-desc><![CDATA[]]></fm-comp-desc>
</fm-competency>
<meta-grp-label><![CDATA[Group]]></meta-grp-label>
</competency-sect>
3.1.6.2 Attributes of Competency Section
The following table describes the attributes of Competency section in a 360 Reviews form.
 Remember
Support.
Attributes Description
Index The order in which sections are displayed in the form is con
trolled by section index number starting with index="0". As
a result, the form XML can list sections in any order. When you
move sections using Provisioning the index number assigned
to a section will be updated automatically to reflect how you’ve
rearranged the sections in the form.
configurable true if users are allowed to add/remove items within the sec
tion
 Note
In 360 Reviews, even if translations of competencies have
been configured in Manage Competencies, when users add
competencies in 360 forms, the competencies aren’t
translated in the list page. To avoid this, you should include
a message key in any of the elements of the Competency
section, for example, <comp-sect-name
msgKey="PERFORMANCE_COMPETENCY_SECTION"
><![CDATA[Competency]]></comp-sect-
name>. In 360 Reviews - SAP Fiori Version, you don't have
to take this extra effort.
mgt-only Set this attribute to true to allow the manager or the HR to see
this section.
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use-jobcode Default is false. Set to true to auto-populate the section

with related competencies.
 Note
If use-jobcode is set to true, after you've configured
competencies in different languages in Admin Center
Competency Libraries , you need to map the competen

cies of the configured languages to the job code sepa
rately. Go to Admin Center Families and Roles ,

switch the language to the one you've configured, and add
the competencies to the job code accordingly.
categoryfilteropt Specifiedcategory limits competencies as specified by comp-

category
no-rate false if show rating scale for items within the section
no-weight When no-weight is set to false item weights are shown

within the section, and the section's average rating is used in
the form's calculated overall rating. When no-weight is set to
true then the ad hoc report will no longer generate a report
on the section weight of this section. Once it’s set to false,
ad hoc report can pull the section weight again.
summ-opt Maximum number of section items for section summary to be

displayed;
to turn on section summary at all times, then make it 0;
to turn off the section summary at all times, then make it a

large number, for example, 99999
split-cmt When split-cmt="true" is configured, subject and man

ager's comments are displayed side by side
 Note
In Performance Management v12 Acceleration, split-cmt is
always "true"
rating-opt Rating Option 0: Only official rating (item-rating) appears, and

is accessible by everyone with access to the form.
 Note
360 form only supports rating-opt=0.
360 Reviews
cmt-opt cmt-opt=0 Show both item and section comments
cmt-opt=1 Show only section comments, no item com

ments.
cmt-opt = 2. Show only item comments, no section com

ments
cmt-opt=3 Show no item and section comments
suppress-item-comments 0: do NOT hide item comments (DEFAULT)
1: suppress behavior comments but allow competency com

ments
2: suppress competency comments but allow behavior com

ments
3: suppress item comments
 Note
suppress-item-comments=1,2,3 isn’t supported
in Performance Management v12 Acceleration.
behavior-cmt-opt 0: Show behavior item comments (and if applicable, the eval

uator* rating)
1(default value): Don’t Show any behavior item comments or

evaluator* ratings behavior-rating-opt
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behavior-mode-opt 0: This is the Default mode. In this mode, the competency be
haviors don’t get displayed above or below the competency de
scription. Behavior mode '0' supports the existing configura
tion, where a user manually rates on the behavior items and
those ratings are used to generate a "Calculated Competency
Rating" (if the Calculation on form is enabled in the form tem
plate XML). This mode is also used for backwards compatibility
for existing forms.
1: When the behavior-mode-opt is set to '1', the Behavior items

are displayed below the competency rating. Only the behaviors
mapped to the job code are displayed. Therefore, this feature
will only work when the user has a valid jobcode. If the compe
tency doesn’t have any behaviors, then none are displayed.
2: When the behavior-mode-opt is set to '2', the Behavior items

are displayed above the competency rating. Only the behaviors
mapped to the job code are displayed. Therefore, this feature
will only work when the subject has a valid jobcode and use-
jobcode is set to true. If the competency doesn’t have any
behaviors, then none are displayed.
4:When the behavior-mode-opt is set to '4', Competencies

must be manually added to the form, and all behaviors for
competencies added will be displayed on the form below the
competency rating, regardless of the jobcode-behavior map
ping.
5: When the behavior-mode-opt is set to '5', Competencies

must be manually added to the form, and all behaviors for
competencies added will be displayed on the form above the
competency rating, regardless of the jobcode-behavior map
ping.
 Note
For option 4 and 5: This feature will only work when use-
jobcode is set to false.
in-summ-display true ratings and weightings from this section will be displayed
in the Summary Sect; default is true;
in-summ-display="true"
in-overall-rating True ratings from this section are used in calculating the Calcu
lated Form rating; default is true; the "bk" value is for backward
compatibility.
no-group True is default False = group selection is displayed if groups

have been defined in the Meta section
use-subtopic Don’t use this attribute. Replaced by use-behavior
360 Reviews
use-behavior This attributed should be named as Rate-by-behaviors since

with the advent of behavior-mode-opt attribute. It’s possible to
use behaviors but not rate by behaviors. It's purpose is to ren
der behaviors under each competency and to calculate com
petency rating based on the behaviors.
If you don’t want to rate by behavior, use use-

behavior=false.
When use-behavior=true, and behavior-mode-
opt=0, user can rate by behavior under each competency and
calculates competency rating based on one or more behav
iors .
 Note
If behavior-mode-opt is set to non-zero, then use-behavior
MUST be false. If use-behavior is set to true, then the sys
tem may not be able to handle the competency section
correctly.
if-no-ratings-then-ignore-section True is default; don’t include this section in the Calculated

Form rating if no competencies are rated
False = use zero for this section in calculating the Calculated

Form Rating
lock-item-weights 0: Show behavior item comments (and if applicable, the eval

uator*lock-item-weights=false. Allow the weight of each com
petency to be edited.
lock-item-weights=true. Doesn’t allow the weight of compe

tency to be edited.
show-comp-expected-rating true if showing the competency's expected rating for the job
role, required for showing the gap between expected and ac
tual competency rating; default is false
comp-expected-rating-format 0: Default. Showing the expected rating in %
1: Converting the % to a score normalized to the section scale
show-behavior-expected-rating False: Default. Not showing behavior's expected rating for the
job role
behavior-expected-rating-format 0: Default. Showing the expected rating in %
1: Converting the % to a score normalized to the section scale
behavior-weighted True: Behavior is weightedFalse: If equally weighted and no

weight fields will be displayed for Behaviors
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sect-mode normal or EZ-Rater.
When it’s set to EZ-Rater mode, EZ-Rater UI is shown while

section summary and other item fields are ignored. Behavior
will only show on the form when use-behavior is set to
true.
 Note
Currently, 360 Reviews - SAP Fiori Version doesn’t support
EZ-Rater.
ez-rater-expand-all true or false, if the section is in EZ-Rater mode, and this is true,
then expand all objective details
show-calculated-section-rating true or false. True if showing the section calculated rating.
hide-waca Determines whether or not to hide the Writing Assistant. This

is only applicable when the company or form template has
been configured to display the Writing Assistant. True: hide
writing assistant False: exposeWriting Assistant
min-competencies-required There’s optional minimum/maximum threshold for the number

of competencies that must/can be included on 360 forms. If
max-competencies-allowed specified, the validation will occur when a 360 form is about to
be sent to the Evaluation stage. If validation fails, the user will
see a warning message, and won’t be able to route or complete
the form.
 Note
In 360 Reviews, if there are many steps in Modify stage,
then only the step before the Evaluation stage does the
validation.
*min-competencies-required: this represents the minimum

number of competencies that must be in this section to allow
the form to be routed.
*max-competencies-allowed: this represents the maximum

number of competencies that are allowed to be in this section,
else the form cannot be routed.
You can set just a min, or just a max, or both.
360 Reviews
lock-behavior-content If behavior-mode-opt is set to 0, this attribute is assumed to be

false (default).
behavior-mode-opt is non-zero and lock-behavior-content is

set to false: Behavior list isn’t hardcoded to the form during
form creation and form modification and the behavior list is
linked to the corresponding competency.
In this case, when jobcode changes or the behavior name or

the description is updated, the behavior for the existing form
instances reflect the changes.
behavior-mode-opt is non-zero and lock-behavior-content is

set to true: Behavior list is hardcoded to the form during form
creation and form modification, rather than being linked to the
corresponding competency.
In this case, when jobcode changes or the behavior name or

the description is updated, the behavior for the existing form
instances don’t reflect the changes.
num-decimal-places This attribute configures the number of decimal places for cal
culated ratings in the competency section. The default value is
2.
3.1.7 Goal Section
You can use this section to define all the objectives or goals that will be evaluated during a review event.
Goals sections can either start out blank where you manually add the goals you want to review, or they can start out
with the relevant goals already identified and listed in the form. In either case, once you have goals in the section,
you can review them. Goals can be rated by manager only or by both the manager and employee or even by a third
party.
When you print a 360 Reviews form (V11) with goal sections, the goal names show on gray bar with auto-numbering
if obj-plan-number-format is configured in the goal template. Otherwise, the goal names show beneath the gray
bar.
You can configure the 360 Goal section in the same way as a Performance Management form.
XML Example
<!DOCTYPE objective-sect SYSTEM "sf-form.dtd">

<objective-sect index="5" configurable="true" mgt-only="false" use-jobcode="false"
no-rate="true" develop-goal="false" show-learning-activity-competency="false" no-
weight="true" summ-opt="0" split-cmt="false" rating-opt="0" cmt-opt="3" in-summ-
display="true" in-overall-rating="true" no-group="true" use-milestone="false" if-no-
ratings-then-ignore-section="true" lock-item-weights="false" in-objcomp-summ-
360 Reviews
display="false" in-objcomp-summ-overall-rating="false" auto-pop-weights="false"
show-obj-expected-rating="false" min-goals-required="-2147483648" max-goals-
allowed="2147483647" allow-draft-tgm-goals="false" hide-addexistinggoals-btn="true"
sect-mode="normal" ez-rater-expand-all="false" obj-edit="form" show-calculated-
section-rating="true" avoid-obj-plan-state-change-by-multiple-forms="false">
<obj-sect-name><![CDATA[Objective]]></obj-sect-name>
<obj-sect-intro><![CDATA[<p>Enter your objectives here </p>
]]></obj-sect-intro>
<fm-sect-config>
<unrated-rating><![CDATA[]]></unrated-rating>
</fm-sect-config>
<sect-weight>0.0</sect-weight>
<sect-weight-4-objcomp-summary></sect-weight-4-objcomp-summary>
<scale-id><![CDATA[Default Scale]]></scale-id>
<scale-type><![CDATA[DROPDOWN]]></scale-type>
</fm-sect-scale>
<obj-sect-type autosync="false"><![CDATA[plan]]></obj-sect-type>
<obj-sect-plan-id>5</obj-sect-plan-id>
</objective-sect>
 Remember
Related Information

360 Reviews
3.1.7.1 Attributes of the Goal Section
The table below describes the attributes of the Goal Section.
Attribute Description
Index The order in which sections are displayed in the form is controlled by section index number start
ing with index="0". As a result, the form XML can list sections in any order. When you move
sections using Provisioning the index number assigned to a section will be updated automatically
to reflect how you have re-arranged the sections in the form.
configurable 'True' if users are allowed to add/remove items within the section
mgt-only Control if only manager or HR can see this section
use-jobcode Not Supported
no-rate 'False' if rating scale for items appears within the section. 'True' if rating scale does not appear
within the section.
no-weight When no-weight is set to 'false', item weights are shown within the section, and the section's aver
age rating is used in the form's calculated overall rating. When no-weight is set to 'true', then item
weights do not appear within this section.
develop-goal Set to 'False' if the you are configuring this section for performance goals.
Set to 'True' if the you are configuring this section for development goals.
summ-opt Not supported.
split-cmt When split-cmt="true",subject and manager's comments are displayed side by side.
rating-opt Rating Option 0: Only one rating appears, and is accessible by everyone with access to the form.
Rating Option 1: The employee additionally has a rating that only they can access. The top rating
is still accessible by everyone, and is the rating of recored and the item-rating.
Rating Option 2: Everyone who has access to the form in edit mode has their own rating box. The
top rating box still appears, and is the rating of record and the item-rating, but is normally accessi
ble only to the manager.
Rating Option 3: The manager rating is the rating of record and the item-rating. The manager rat
ing does not need to be permissioned because only the manager can edit the manage rating, and
only the employee can edit the employee rating. This is the recommended configuration.
 Note
360 form only supports rating-opt=0.
cmt-opt cmt-opt=0 Show both item and section comments
cmt-opt=1 Show only section comments, no item comments.
cmt-opt = 2. Show only item comments, no section comments
cmt-opt=3 Show no item and section comments;
in-summ-display 'True' if ratings and weightings from this section will be displayed in the Summary section.The de
fault value is true;
360 Reviews
in-overall-rating Set to 'True' if the section is to be included in the document overall rating calculation if applicable;
default is true; the "bk" value is for backward compatibility. Set to 'False' if you do not wish to in
clude this section in the document overall rating calculation.
no-group Not supported.
use-milestone Not supported
lock-item-weights lock-item-weights=false: Allow the weight of each competency to be edited.
lock-item-weights=true: Does not allow the weight of competency to be edited.
auto-pop-weights Set to 'True' if you want to auto populate the goal weights with their weights in the goal plan.
Set to 'False' if you do not want to auto populate the goal weights with their weights in the goal
plan.
show-obj-expected-rating 'True' if showing the objective's expected rating next to each goal
sect-mode Normal or EZ-Rater. EZ-Rater mode shows EZ-Rater rater ui, section summary and other item
fields are ignored.
ez-rater-expand-all Only valid if the section is in EZ-Rater mode, and if this is 'true', then expand all objective details
show-calculated-section- 'True' if showing the section calculated rating.

rating
obj-edit Form edit goal in place.
min-goals-required There is optional minimum/maximum threshold for the number of goals that must/can be in
cluded on 360 forms. If specified, the validation will occur when a 360 form is about to be sent to
max-goals-allowed the Evaluation stage. If validation fails, the user will see a warning message, and will not be able to
route or complete the form.
 Note
In 360 Reviews, if there are many steps in Modify stage, then only the step before the Evalua
tion stage does the validation.
min-goals-required: this represents the minimum number of goals that must be in this
section to allow the form to be routed.
max-goals-allowed: this represents the maximum number of goals that are allowed to be in
this section, else the form can not be routed.
You can set just a min, or just a max, or both.
num-decimal-places This attribute configures the number of decimal places for calculated ratings in the goal section.
The default value is 2.
3.1.8 Summary Section

The Summary section displays summarized information about all the evaluation sections on the form in one
central area.
For example, if you have two goal sections and two competency sections in your form, summaries about the
content in all four sections would be shown in the Overall Summary section. The amount of summarized
360 Reviews
information is determined by the content in the working sections of the form. For example, if your form includes
ratings and weights, the average score from these values is shown for each section, as well as a general overall
performance score. The Overall Summary section can include a calculated overall rating, a manual overall rating or
both. The rating labels are configurable. In a summary section, manual rating is the rating of record when both
manual and calculated ratings are options. If there is only a calculated rating, this becomes the rating of record.
The summary-sect:
● Can include an overall rating, which is manually set or calculated.

● Can display an overall non-editable calculated score for the form.
● Can display a summary list of objectives and competencies with ratings and weights.
● Can include a section comment box.
● Displays final ratings in a completed form as text, graphical bars or both.
If a meta group is defined you can display a matrix summary showing how many objectives/competencies there
are in each group, however, this is rarely used.
The manual-rating option determines if a form reviewer can set the overall rating manually, true or if the overall
rating should be calculated and not able to be edited, false.
 Example
You want to allow reviewers to manually set the overall rating instead of using a calculated rating when you want
the overall rating to be a whole number rather than a decimal number, for example, if a calculated rating is 2.3,
the reviewer can set the overall rating to 2.0.
Related Information

360 Reviews
3.1.8.1 Configuring the Attributes and Elements in the
Summary Section
From the Summary XML template you can configure the interface that is used for editing the Summary Section of
the form.
To configure the XML template you need to get familiarized with the following:
● Attributes
● Elements
Here’s an example of the XML syntax of the attributes in goals:
<?xml version="1.0" encoding="UTF-8"?>

<!DOCTYPE summary-sect SYSTEM "sf-form.dtd">
<summary-sect
index="8"
mgt-only="false"
manual-rating="true"
override-unrated="true"
split-cmt="true"
rating-opt="1"
cmt-opt="0"
show-listing="true"
rating-mode="text"
use-adjusted-scale-for-section-header-rating="0"
show-group-matrix="true"
overall-rating-display-order="manual-calc">
<summary-sect-name><![CDATA[Summary]]></summary-sect-name>
<summary-sect-intro><![CDATA[]]></summary-sect-intro>
<fm-sect-config>
<unrated-rating><![CDATA[Too new to rate]]></unrated-rating>
</fm-sect-config>
<show-gap-competencies-in-summary/>
<allow-close-individual-gap-in-summary/>
<show-gap-behaviors-in-summary/>
<show-behaviors-in-summary/>
</summary-sect>
Attributes
Attributes are a list of options that affect the behavior of the element. For example, the attribute index controls the
order in which the sections are displayed in the form.
360 Reviews
Index The order in which sections are displayed in the form is controlled by section index number starting with
index="0". As a result, the form XML can list sections in any order. When you move sections using Provi
sioning the index number assigned to a section will be updated automatically to reflect how you have re-
arranged the sections in the form.
mgt-only obsolete
ask-4-comment obsolete; set to "false" always
manual-rating true to allow a user to put an overall rating that is different from the calculated one (if any);
if set to false, the summary-rating is the same as the calculated rating and fm-sect-scale is ignored if any,
and users are not allowed to override it.
override-unrated This is applicable only if manual-rating is true.
● If manual rating is false, override-unrated is ignored.

● If manual-rating is true and override-unrated is false, then the overall rating is always the manual rat
ing.
● If manual-rating is true and override-unrated is true, then the overall rating will be the manual rating
unless the manual rating is unrated.
● If the manual rating is unrated when the form is at the current step, then the overall rating won't be
overriden by the calculated rating.
● If the manual rating is unrated when the form is routed, then the overall rating will default back to the
calculated rating.
split-cmt true if displaying subject and manager's comments side by side
rating-opt 0: default, no ratings next to each user's comment
cmt-opt 0: Show section comments; default
1: No section comments;
show-listing true if allow listing; false if not; default is true
rating-mode "text" - default; display ratings in text
"graph" - display ratings in graphical form;
"mixed" - display ratings in both text and graphical forms.
If you use "graph" or "mixed" for rating-mode the graphical rating bars only appear in a completed docu
ment.
use-adjusted-scale- Controls how the overall section rating is displayed in the summary section. If using text-based ratings,
for-section-header- you have the option of having subtotals to use the same adjusted scale values from the meta section.
rating
0 - DEFAULT: display the manual/calculated rating. For calculated, there is no rating label but just rating
value.
1 -Text only --take the calculated/manual section rating and use the adjusted scale (defined in the meta
section) to display the adjusted rating label and/or the adjusted rating value.
2 - a combination of 0 and 1. display the original rating but use the label from the adjusted scale.
show-group-matrix: true if allow group matrix display in the section; default is true
num-decimal-pla This attribute configures the number of decimal places for calculated ratings in the summary section. The
ces default value is 2.
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Elements
This table describes the Elements for Goals:
Element Description
summary-sect-name The name of the section. See fm-sect-name for details.
summary-sect-intro Introductory text that appears in the section. See fm-sect-intro for details.
fmsectconfig Controls the color of the section. See fmsectconfig for details.
fmsectconfig See fmsectconfig for details.
fieldpermission See fieldpermission for details.
fm-sect-scale Obsolete. It is replaced by fm-sect-scale in fm-meta if any.
summary-rating Overall rating of the 360 form if any. This defaults to the calculated average of all sections
included in overall calculation.
calc-summary-rating Calculated Overall rating of the 360 form if any.
unadjusted-overall-summary-rat the actual calculated overall form rating (ie, before any adjustments based on the ad
ing justed-scale.
overall-rating-label A non-zero-length string (including whitespace) will over-ride the default "Overall Form
Rating" label. For example:
<overall-rating-label><![CDATA[Overall Ranking:]]></overall-
rating-label>
calc-rating-label A non-zero-length string (including whitespace) will over-ride the default "Calculated Form
Rating" label. For example:
<calc-rating-label><![CDATA[Computed Ranking (4 = 100%):]]></

calc-rating-label>
group-matrix-other-label A non-zero-length string (including whitespace) will over-ride the default "Other" label.
show-gap-behaviors-in-summary The behaviors for each competency, if rated by behavior, is shown in the summary section
of the form along with the gap analysis.
show-behaviors-in-summary The behaviors for each competency, if rated by behavior, is shown in the summary section
of the form.
show-gap-competencies-in-sum The gap analysis scale for competencies will appear in the Summary section of the form.
mary
allow-close-individual-gap-in-sum If this element is added to the Summary section of the form a clickable link will be available
mary in the form for each competency item to add related development goal.
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3.1.9 Custom Section
You can use custom sections to gather information that is not objective or competency based.
Custom section is a customized section to collect feedbacks from raters. It is not visible in the detailed 360 report.
You can configure the 360 Custom Section in the same way as a Performance Management form.
Fields contained within a custom section consists of "custom fields" that are rendered "top-down" in a single
column. The fields can be pre-populated with defaults that are editable to form reviewers. Custom fields are
defined using fm-element.
 Note
If you use a checkbox type you must specify the value such as True, Y, or Yes. This is the value that is stored
when user checks the box. If you do not specify a value, then no value is stored in the database.
XML Example
\\
<fm-sect index="8" mgt-only= " false " split-cmt= " false " cmt-opt= "1">
<fm-sect-name><![CDATA[Additional Comments]]></fm-sect-name>
<fm-sect-intro><![CDATA[Please use the spaces below to document areas of
strength and areas for improvement.]]></fm-sect-intro>
<fm-sect-config>
< default-rating><![CDATA[unrated]]></ default-rating>
</fm-sect-config>
<fm-element index= "0" type= "9">
<ekey><![CDATA[TeamPlayerCheckBox]]></ekey>
<ename><![CDATA[<b>Check here to indicate that if the Employee is a team
player</b>]]></ename>
<evalue><![CDATA[Y]]></evalue>
</fm-element>
<fm-element index= "1" type= "3">
<ekey><![CDATA[Date]]></ekey>
<ename><![CDATA[How does the employee contribute to helping the team reach
their overall objectives?]]></ename>
</fm-element>
</fm-sect>
\\
 Remember
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Related Information

3.1.10 Post Review Phase
The Post Review Phase can be used after the Evaluation Phase but before the Completion or Signature Phases.
In this phase, you can:
● Add more participants, for example, in the case where several of the originally-invited participants declined.
● Send forms back to participants to ask them to modify their feedback, for example, where the original
feedback includes too much information to ensure anonymity or includes offensive or overly sensitive
information.
● Insert summarizing comments that let you present comments or analysis on the overall feedback.
What you can do Comments
Allow a manager to review 360 participant feedback before This is a signature step added to the route map
sending it to the employee
Let the manager see the Detailed 360 Report before anyone You can control the timing and access to the Detailed 360 Re
else port using the button permission for detailed-360-report in the
form template XML and then setting, under form template ad
ministration, the Detailed 360 Report permission control to
Use Form XML.
Let the manager see participant feedback Permission drill-down access to the manager
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What you can do Comments
Allow manager to add additional participant or send forms You can create a competency section and make it editable dur
back to participants for changes ing a 360 signature step. This is done by adding a sub-element
<editable-in-signature-step> to a competency section. This is
only valid for competency sections and 360 form templates.
To show this section only in during a signature step, use the

section permissions to hide it at all other times. The primary
use case is to employ the section comments, or repurpose
competencies and use item comments. These comments ap
pear in the Detailed 360 Report. Ratings entered into this sec
tion do not effect the overall 360 score and do not appear in
the Detailed 360 Report.
Sample code for post review
<!DOCTYPE competency-sect SYSTEM "sf-form.dtd">

<competency-sect index= "7" configurable= "false " mgt-only= "false " use-
jobcode= "false "
category-filter-opt= "no-filter" no-rate= "true " no-weight= "true " summ-
opt= "99" split-cmt= "true " rating-opt= "0"
cmt-opt= "1" suppress-item-comments= "0" behavior-rating-opt= "0" behavior-
cmt-opt= "0" behavior-mode-opt= "0"
in-summ-display= "false "
in-overall-rating= "false "
no-group= "false "
use-behavior= "false " if-no-ratings-then-ignore-section= "false " lock-item-
weights= "false " in-objcomp-summ-display= "false "
in-objcomp-summ-overall-rating= "false " show-comp-expected-rating= "false "
show-comp-proficiency-level= "false "
comp-expected-rating-format= "0"
show-behavior-expected-rating= "false " behavior-expected-rating-format= "0"
behavior-weighted= "false "
sect-mode= "normal" ez-rater-expand-all= "false "
show-calculated-section-rating= "true " lock-behavior-content= "false " hide-
waca= "false "> <comp-sect-name><![CDATA[Overall 360
Comments]]></comp-sect-name> <fm-sect-config>
<rating-label-others><![CDATA[Rating]]></rating-label-others> < default-
rating><![CDATA[unrated]]></ default-rating> <hidden-strength-threshold>0.0</
hidden-strength-threshold>
<section-manager-comments-label><![CDATA[{0}'''s Comments]]></section-manager-
comments-label>
<section-subject-comments-label><![CDATA[{0}'''s Comments]]></section-subject-
comments-label>
<manager-comments-label><![CDATA[{0}'''s Comments]]></manager-comments-label>
<subject-comments-label><![CDATA[{0}'''s Comments]]></subject-comments-label>
<section-permission type= "hidden"> <role-name>*</role-name>
<route-step stepid= "EmpNom"/> <route-step stepid= "MgrNom"/>
<route-step stepid= "HRNom"/> <route-step stepid= "EmpLaunch"/>
<route-step stepid= "Eval"/> </section-permission>
<num-decimal-places>2</num-decimal-places> <publish-button-label><!
[CDATA[Publish
Content]]></publish-button-label> </fm-sect-config> <editable-in-signature-
step/>
<sect-weight>0.0</sect-weight> <fm-sect-scale show-value= "true "> <scale-
source>1</scale-source>
<scale-id><![CDATA[360 Scale]]></scale-id> <scale-type><!
[CDATA[DROPDOWN]]></scale-type>
</fm-sect-scale> <meta-grp-label><![CDATA[Group]]></meta-grp-label> </
competency-sect>
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 Remember
Related Information

3.1.11 Configuring Rating Scale Type

You can associate different rating scale types with goal sections and competency sections.
The rating scale type is configured in form template XML file by using the fm-sect-scale element. For example:
<scale-id><![CDATA[2005b]]></scale-id>
</fm-sect-scale>
In 360 Reviews forms of SAP Fiori version, the scale type is displayed as dropdown list in related section for the
following configurations:
● When you select the Hide numeric rating values (only show text labels) option through Manage Templates
General Settings .
 Note
This option applies to all sections in a form.
● When the show-value attribute is set to false.

● When the maximum rating value is larger than 5. For example, you set up a 6-point rating scale.
● When the reverse-scale attribute is set to true.
The 360 Reviews v11 Version and 360 Reviews - SAP Fiori Version support different rating scale types. For details,
check the following table.
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Comparison of Supported Ratings Scale Type Between 360 Reviews v11 Version and 360 Reviews - SAP Fiori Version
Scale Type 360 Reviews v11 Version 360 Reviews - SAP Fiori Version
Dropdown list Support Support
Radio Not support
Horizontal radio  Note

Free text If you set the rating scale type to ra
dio, horizontal radio, or free text for a
360 Reviews form of SAP Fiori ver
sion, it’s automatically converted
into star.
Star Not support Support
Circle
Related Information

3.2 Configuring 360 Templates Using Admin Center
You can create and configure form templates using Admin Center.

A template is where the configuration and structure of forms is set and recorded.

You can define the basic settings of a template in the General Settings section by using Admin Center
Manage Templates and selecting the template you want to configure. The key fields in General Settings
include:
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You can use the Form Template Settings page to configure the Administration settings before creating any
360 forms based on your new template.
3.2.1 Manage Templates Tool
A template is where the configuration and structure of forms is set and recorded.
When forms are launched, they will appear and behave as configured in the template. The manage templates tool
allows you to update your SuccessFactors process forms and plans quickly and easily.
In the manage templates tool you can:
● Add a new template

● Copy a form or plan from a previous year
● Change labels
● Reorder sections
Before you begin editing templates, make sure that you have selected a route map and a rating scale.
Parent topic: Configuring 360 Templates Using Admin Center [page 54]
Related Information

3.2.1.1 Creating a Form Template
Create a form template so that you can configure the form template for performance reviews.
Procedure
1. In Admin Center, go to Manage Templates.

The Manage Template page opens.
2. Choose Performance Review tab.
3. Choose Add a New Template.
The SuccessStore dialog box opens to display prebuilt templates.
4. Choose the template that you want to use.
5. Choose Add to My Instance.
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6. In the Save as New Template dialog box, enter a name for your template.
7. Choose Save.
A form template is created.
Next Steps
Configure the general settings and edit fields and sections of the form template.
3.2.2 General Settings
You can define the basic settings of a template in the General Settings section by using Admin Center Manage
Templates and selecting the template you want to configure. The key fields in General Settings include:
Field Description
Name Title of the template that will be visible to end users. Currently
you can't add translations in the Manage Templates tool, but
you can configure message keys in 360 form template XML to
support translations.
Description Short description of the form that is only visible in the “Manage
Templates” area to administrators.
Route Map Directs the workflow of the form during the review cycle and is
required before saving the form template.
Rating Scale The default scale for all sections of the performance form. If
you choose to have a different scale for another ratable section
(that is, Competencies, Goals, Summary), you may associate a
scale to each of those sections individually.
Hide numeric rating values The rating scale is a simple dropdown list with only the text of
each scale anchor (that is, Exceeds Expectations) visible. If
you’re using 360 Reviews - SAP Fiori Version, when the field is
enabled, the “star” or “circle” rating bubbles are no longer visi
ble.
Unable to rate Allows an additional selection added to the rating scale that is
the equivalent of a “Not Applicable” score where there’s no
positive or negative impact to the subject of the form. This field
overrides all other sections of the form that are ratable, so if
only specific sections should have this option, configure in
those respective sections, not General Settings.
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Field Description
Enabled anonymity in the 360 reporting functions Select if you want to protect the anonymity of participants in
the 360 detailed report. Only the aggregate scores are availa
ble.
Advanced Settings Links to “Form Template Settings”.
Related Information

3.2.3 360 Form Template Settings
You can use the Form Template Settings page to configure the Administration settings before creating any 360
forms based on your new template.
You can use Categories, Roll-up, and Thresholds to help keep responses anonymous. You can also control who has
access to the Detailed 360 report using Admin Tools Form Template Administration settings.
The Process Owner, Employee, Manager/HR, Approvers, and Users with Detailed Reporting Privileges can
selectively be granted access to view the Detailed 360 Report. The Process Owner for a 360 for is the person who
sends the 360 out for feedback. So, in other words, the last person to touch the form before it is sent out to the
participants.
Setting Description
Template Name ● the external name of your template

● upon creation, forms will also include this name in the form title
● template name can be changed at any time although not recommended
● you can configure the template name in different languages
 Note
If the form setting in Company System and Logo Settings is All documents will display
their form template name at the time the document was created. This option does not
support translations of the document name,
○ when the template name is changed after the form is launched, users can't see
the changed form title in the form.
○ the form title isn't adapted to logged-in users' language settings, but is displayed
in the default language.
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Setting Description
If the form setting is All documents will display their current form template name as
configured in the Form Template Administration settings. This option supports
translations of the document name,
○ when the template name is changed after the form is launched, users can see
the changed form title in the form.
○ once the template name is configured in logged-in users' language, the form title
is displayed in logged-in users' language.
● form data reporting is driven off external name not internal id
Template Type ● not editable, read only

● type is set when form template is uploaded
● form XML syntax identifies template type
Last Modified ● not editable, read only

● identifies when the template was uploaded or last modified in Provisioning
Routing Map ● determines the workflow/routing and stages of a form

● route map must already be defined before it can be associated with a template that is,
available for selection in the drop down list
Default Dates for Form Set the Default Start, End, and Due dates either Fixed or Relative to the:
Creation
● Form Creation Date
● Default Start Date
● Default Due Date
Default Due Notification Date Specifies the timeframe in which an email notice is sent to a user informing them that the
(in days) form is due. The timeframe is a number of days in relation to the form's due date. For example,
if you specify 7, the notice is sent 7 before the form is due.
Regardless of this setting, the Document Due Notification will not be sent in the following
circumstances:
● If you select the Disable Due Notification option

● If the user's email notifications are turned off (Turning Email Notifications On or Off for
Users)
● If the Document Due Notification email notification is turned off (Defining Your Company
Email Notifications)
This change applies to existing forms as well as newly created forms.
Default Late Notification Date Specifies the timeframe in which an email notice is sent to a user informing them that the
(in days): form is late.
The timeframe is determined in relation to the form's due date. For example, you can specify
that a notice is sent 7 after the form was due.
Enter a number in this field. For example, enter 7 if you want the email notice sent 7 days after
the form was due.
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Setting Description
Default Due Notification Date ● used to set the default date upon which an email notification is sent to the user who has
(in days) the form in his/her Inbox that the form due date is approaching
● calculated based on form due date- number of days specified
● emails are sent during off business hours, after midnight EST
Default Late Notification Date ● used to set the default date upon which an email notification is sent to the user who has
(in days) the form in his/her Inbox that the form is past due
● calculated based on form due date + number of days specified
● emails are sent during off business hours, after midnight EST
Template Status ● choices are Enable or Disable

● Enable – enables the form to be created by users assigned permission to create the form
● Disable – prevents the form from being created; does not revoke the permission to create
the form from users who were granted permission
Template Flag ● choices are Public or Private

● applicable to forms only, not notes
● Public – forms are transferable whenever a manager-transfer process is started. For
example, all public forms under the old manager are transferred to the new manager.
Most forms are Public.
● Private – forms are not transferred during the manager-transfer process. A Private form
remains with the original manager, that is,. it will not be transferred with any public forms
that are transferred to the new manager.
● This flag has no impact on the route map and if there are any EM steps in the route map
that have not yet been completed, these EM steps will reference and route the form to the
new manager at that time.
Do Not Transfer Documents If enabled, forms cannot be transferred.
Setting this option disables all the options nested under this option. It means forms will not
get transferred when the manager changes regardless of any other settings you have
elsewhere.
 Note
This is for current step only. Future steps will still show the new manager
Automatic Manager Transfer Select...
● Automatic insertion of new manager as next document recipient if not already: This will
automatically select the new manager as the recipient of the form if not already selected.
● Automatic Inbox Document Transfer To New Manager: This will automatically transfer the
form to the new manager's inbox
● Automatic En Route Document Transfer To New Manager: This form will get automatically
forwarded to the new manager's for further action.
● Automatic Completed Document Copy to New Manager: This will automatically copy the
completed form to the new manager.
● Hide Visibility After Document Transfer: After the form gets transferred the visibility of the
form will be hidden from the old manager.
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Setting Description
● Automatic Process Owner Change To New Manager For In-Progress Documents When
Old Manager is Process Owner (Only for 360)
● Automatic Process Owner Change To New Manager For Completed Documents When Old
Manager is Process Owner (Only for 360)
When transferring 360 Select this option when transferring 360 documents from old manager`s inbox folder to new
documents from old manager, do not auto decline old manager`s participant forms in evaluation.
manager`s inbox folder to
new manager, do not auto
decline old manager`s
participant forms in
evaluation.
When transferring 360 Select this option when transferring 360 documents which are in evaluation stage, add new
documents which are in manager as a participant. (If new manager is a removed participant, he/she will be re-added.)
evaluation stage, add new
manager as a participant. (If
new manager is a removed
participant, he/she will be re-
added.)
When the system is ● When an employee is set to inactive, this setting overrides the global setting that may
configured to remove remove inactive employee's documents. This setting may be useful when an employee is
documents for inactive terminated yet still has an active form that entitles eligibility for incentive pay.
employees, apply these ○ Do Not Remove Inactive Employee's In-Progress Documents.
overrides so the system does
○ Do Not Remove Inactive Employee's Completed Documents.
not remove documents for
○ Do Not Remove Inactive Employees' 360 Evaluation Documents
this form template
Default Targets ● choices are Self and Direct Reports, Self Only, or Direct Reports Only
● Self and Direct Reports – enables a user to create a form for which he/she or one of
his/her direct reports is the subject
● Self Only – enables a user to create a form for which he/she is the subject
● Direct Reports Only – enables a user to create a form for which one of his/her direct
report is the subject
● HR Reports Only- enables a user to create a form for which HR report is the subject
● Self and Matrix Reports- enables a user to create a form for which he/she or one of
his/her matrix reports is the subject
● Matrix Reports Only- enables a user to create a form for which one of his/her matrix
reports is the subject
● the user creating the form is called the form originator
● see also setting for Allow form creator to select anyone as a subject
Keep last touched version If enabled, the version of the form on which the last action was performed is saved.
upon Document completion
Enable Auto Logout at Session If enabled, you will be automatically logged out of the system when the session gets timed out.
Timeout
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Setting Description
Enable Auto Restore Deleted ● In the case of employees who've been deactivated and are reactivated, restores the most
Form When Importing User recent deleted for that employee when they are imported into the system.
● Only forms that were in an in-progress state when deleted will be restored. Completed
forms will not be restored.
● If document transfer option is disabled, and the manager info has changed, the managers
associated with the form at the time it was deleted will remain the same when the form is
restored for the user
● If the manager associated with the user has changed since the user was reactivated, the
manager in the form will still remain the same as it was at the time the form was deleted.
● If document transfer option is enabled, and the manager info has changed, the managers
associated with the form at the time it was deleted In this case, we will first restore the In-
Progress documents and then follow the rest of the document transfer rules.
● If form was out for feedback when deleted, form will be restored to individual who the
form was with
Enable Spell Check ● Enables spell checking for each form comment box
● A Spell Check button will be available with each item
● Company must be provisioned with the spell checking feature.
 Remember
As a customer, you don't have access to Provisioning. To complete tasks in
Provisioning, contact your implementation partner. If you're no longer working with
an implementation partner, contact SAP Cloud Support.
Enable Legal Scan If enabled, the form is scanned for potentially improper or discriminatory language in
comment sections of form.
Disable Spell Check on Route If you have enabled spell check in Provisioning, the spell check on route is enabled. With this
feature, a spell check is run each time the form routes to the next step. To disable it, choose
Disable Spell Check on Route.
 Remember
As a customer, you don't have access to Provisioning. To complete tasks in Provisioning,
contact your implementation partner. If you're no longer working with an implementation
partner, contact SAP Cloud Support.
Disable Legal Scan on Route If you have enabled legal scan in Provisioning, the legal scan on route is enabled. With this
feature, a legal scan is run each time the form routes to the next step. To disable it, choose
Disable Legal Scan on Route.
 Remember
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Setting Description
Enable Writing Assistant Displays a writing assistant hyperlink for each form comment box that provides context
sensitive assistance to the form's content. Company must be provisioned with the writing
assistant feature.
 Remember
Disable Ask for Edit Routing Disables the edit functionality when using Get Feedback
Bypass Draft Routing No longer allows users to create a new form as a draft version (Draft Mode). When you select
this option, users won't be able to edit the form before routing it to others for evaluation. This
change applies to newly created forms only, it doesn't affect existing forms.
Disable All Toolbar Buttons If enabled, disables all the Toolbar Buttons
(overrides all button
selections below)
Disable All Toolbar Buttons If enabled, hides all of the icons, and actions and history drop-downs at the top of the page.
(overrides all button
selections below)
Disable Print Button If enabled, it hides the Print button.
Disable Send and Open Next If enabled, it hides Send and Open Next Form button at the bottom of the Performance Form.
Form Button
Disable Page Setup button ● Not applicable to Performance Management v12Acceleration.
Disable Delete button If enabled, hides the Delete action from the Actions menu on the Performance Form.
 Note
the ability to delete forms is available to only form originators and the manager of the
form subject
Disable Note button ● If enabled, hides Notes information from the Supporting Information pod.
Disable Form button If enabled, hides the Performance Forms selection from the History drop-down.
Disable 360 button If enabled, hides the 360 Forms selection from the History drop-down.
Disable Info button If enabled, it hides the document information that would otherwise be viewable in a pop-up
window.
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Setting Description
 Note
The document info button displays info about the routing – who has handled the
document in the past (and when they sent it to the next person), where it will go in the
future.
Disable Download button

●  Note
This option is available only for PM v11 forms, not for PM v12 Acceleration forms.
Disable Send button ● prevents users from being able to send a form
● disabling the Send button will keep the form in the Inbox unless the form can be deleted
or until the Send button is enabled to send the form onto Completion
Disable Send button for If enabled, Send button for completed forms is disabled.
completed documents
Disable Late Notification ● suppresses email notifications informing users when a form is late
● turns off the notification for the form only and not for other forms that are enabled in the
instance
Disable Due Notification ● suppresses email notifications informing users when a form is due
instance
Disable Step Exit Notification ● suppresses email notifications informing users when a routing step has been completed,
that is, when a form moves from one workflow stage to another
instance
Allow form creator to select ● allows users to select a form subject outside of self or direct reports
anyone as a subject ● a "Find User" search box will appear in the New Document wizard
Allow Matrix Manager to If enabled, the matrix manager is allowed to delete the form if the Delete button is available.
Delete document if Delete
button is available
Show Signoff routing step If enabled, the Signoff routing step names are displayed in Signoff Stage.
names in Signoff Stage
Show Participants in Status Applicable only for Anonymous 360s. Displays the names of the participants (in random
Summary (Applicable to order) in the Participant List summary during the evaluation phase of an Anonymous 360.
Anonymous 360's only) This option is only applicable to Anonymous 360s. You can't use this option with Named 360
evaluations. By default, no participant names are listed for Anonymous 360s.
When you select this option, you're allowing participant names to be displayed on the
Participant List during the evaluation phase. Names are displayed in random order, with no
way to correlate the names with actual reviews, so anonymity isn't jeopardized.
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Setting Description
You might want to use this feature if you're also using the Enable Add New Participants after
360 Evaluation starts option, because your users can see who they've already chosen to
participate, and if they need to add more users, they can ensure that they aren't selecting the
same users.
Allow Re-Selection of Allows employees to add back Participants they’ve deleted from the form. Now, when
Removed Participants to employees want to add back a deleted Participant, they can find the form in their En Route
Feedback Team after 360 folder (My Forms page) and use the Add New Participants page to add the deleted Participant
Evaluation starts again. The deleted Participant will be shown with their original category settings.
Don't display the subject's If enabled, the subject's Manager and HR Rep. is not displayed by default as potential
Manager and HR Rep. by participants
default as potential
participants
Hide dropped users records in

360 Ad Hoc report (Important
Note: Report synchronization
is required after this
configuration to ensure that
dropped users in existing
forms will not be displayed in
360 ad-hoc report .Please go
to Company Settings and run
"Sync" in 360 Multi-Rater
Subject.)
Category Weight Setting Enabled any of the following:
● Enable category weight normalization

● Hide category weight tips in Summary View
● Hide category weight legend in Detail Report
Participants Threshold Refers to the minimum number of participants required before the ratings and comments
Control from peers will be displayed. The level can be set to:
Apply Threshold On.. ● Participant Level - Recommended

● Item Level
The better choice is almost ALWAYS "Participant Level". The reason we recommend using
Participant Level is because let's say 3 people have been asked to rate an employee. Each of
those raters skip a question. The threshold is set = 3. That means none of the raters
responses would show up (unless you have roll-up turned on). The user could end up missing
valuable information that is included in those reviews
Enable 360 Drilldown Specifies which 360 Participants can view the individual evaluation results. You can choose
Permission for... more than one type of Participant. Your selections apply only to this type of form, and they
override any default company settings.
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Setting Description
 Note
These Participant options work in conjunction with each other, meaning users who fit in
more than one category will get included. For example, if you select Manager/HR and
Approvers because you want to exclude the subject of the evaluation (Employee), then
make sure that the subject is not also one of the Approvers. Otherwise, the subject will be
included, even though you didn't specifically choose the option.
The participant choices are:
● Process Owner - The last person to modify the form before it's distributed to others for
evaluation.
● Employee The person who is the subject of the 360 evaluation.
● Users With Detailed Reports Privilege Any person who also belongs to a user group that
has the Detailed Reports Privilege associated with it.
● Manager/HR The manager or the HR representative of the subject of the form.
● Approvers Everyone who contributed to, or modified, the content of the form before it
was distributed for evaluation.
Detailed 360 Report ● Use Form XML

Permission Control ● Enable 360 Detailed Report Permission for:
○ Process Owner:
○ Employee:
○ Users With Detailed Reports Privilege:
○ Manager of Employee's Manager:
○ Manager:
○ HR Rep. :
○ Approvers:
Refers to who will have the Detailed 360 Report link on the 360 form. If someone with
permission to access the report link sends you the completed 360, you "inherit" that
person's permission to access the report link.
Hide Detailed 360 Report link

unless participants complete
their forms.
Disable Detailed 360 Report

button in routing bar
Hide the 'decline to Hides the Decline to Participate button from the specified role.
participate' button on the 360
The participant choices are:
form for...
● Process Owner - The last person to modify the form before it's distributed to others for
evaluation.
● Manager/HR The manager or the HR representative of the subject of the form.
360 Reviews
Setting Description
● Employee The person who is the subject of the 360 evaluation.

● Approvers Everyone who contributed to, or modified, the content of the form before it
was distributed for evaluation.
● All raters - Tip Use this option if you want to let users choose whether they want to
Enable Add New Participants You can decide which roles are allowed to add more participants during the evaluation phase.
after 360 Evaluation starts This feature gives you the ability to add new participants to a 360 after the evaluation has
for: started. It does not enable you to add participants to a 360 that has been completed by all
participants.
The available roles that can be granted permission are:
Process Owner, Manager/HR, Employee, Approvers
Enable Send Back for When enabled any of the selected roles can send the form back.
Enable Send Reminder Email When enabled the selected roles can send the reminder emails to participants.
for:
Enable Remove Participants Defines who will have permission to remove participants from the form.
after 360 Evaluation starts
for:
Enable Gap Analysis View Allows users to see the Gap Analysis view of the Detailed 360 report. If you select this option,
from Detailed 360 Report users will see a Gap Analysis View button in the Detailed 360 report.
Enable Rank View from Allows users to see the Rank view of the Detailed 360 report. If you select this option, users
Detailed 360 Report will see a Rank View button in the Detailed 360 report.
Show Display Options in Specifies which sections users see by default in the Graphical Summary view of the Detailed
Graphical Summary View 360 report. If this option is selected, users will only see the selected sections by default, but
will be able to select any other available sections as well. This option applies only if the Show
Display Options in Graphical Summary View is selected. This change applies to existing forms
as well as newly created forms.
Calculate the item ratings by

sub-item ratings in Detailed
360 Report
Display the ratings in Detailed

360 Report with the decimal
places which are set in form
template
Display 360 graph axis rating

labels
Enable enhanced Detailed Hides categories in the comments section of the Detailed 360 report
360 Report anonymity
360 Reviews
Setting Description
Hide the email sender for 360 This option lets admins configure sender options for the 360 Complete document to hide the
Document Complete From field so that the manager cannot see the name of the sender. The email text can also be
Notification and 360 edited.
Document Reject Notification.
(Only applicable for
Anonymous 360).
Show on-form workflow Displays the routing actions the user can take in a dropdown menu as shown in the following
options as a pulldown list graphic. If this option is not selected, the routing actions are shown as buttons as shown in the
following graphic.
Display Step Start Date Displays the start date of the step, if specified. The start date is shown above the routing map
in the form. You specify the start date for the step in the Routing Map. For more information,
click here. This change applies to existing forms as well as newly created forms.
Enable form title editability in Allows the user to edit the title of the form while working in the Form Information page.
Form info page (V10)
Enable form title editability in Allows the user to edit the title of the form while working in the form.
Form (V10)
Hide manager's own Specifies that the manager's own forms are not shown in the Manager Dashboard. For
documents in Manager information about the Manager Dashboard, click here.
Dashboard
Enable Word XML Export Allows users to export the form in XML format.
Enable 360 Add External Recommended when external participants are part of your process.
Participants section
Disallow further invitations

when a user has already been
invited to rate forms. (The
option will be regarded as
disabled if the maximum
number is set zero.)
Hide the Show Assignment No longer allows the form's originator to select sections that participants can rate. If you
button. select this option, all participants will have to provide ratings for all sections.
Only create for users who Allows you to create the form only for employees who haven't received this form already, for
don't have an existing form example newly hired employees or employees who are new to the system. If you select this
with an End Date option, specify the timeframe in the mm/dd/yyyy format. For example, if you specify
between...and... 01/31/2015 and 2/28/2015, the users who received this form with the End Date between
1/31/2015 and 02/28/2015 will not receive the form.
360 Reviews
Setting Description
Show digital signatures in Specifies that the signer's name is shown on the printed copy of the form as well as their role
Document Print Preview and the date when the user signed the form. If you don't select this option, only the signer's
role and date when the user signed the form is shown.
Hide the link to the detailed Prevents users from viewing the Detailed 360 report until all participants have completed the
360 report in the En Route form. Note We recommend selecting this option. Otherwise, users will be able to view the
and Completed folders until Detailed 360 report at any time, even before all participants have provided their ratings. In this
all users have completed the case, the report might show inaccurate results. This change applies to existing forms as well
360 as newly created forms.
Disable Due Date Validation Specifies that SuccessFactors doesn't check whether the Due Date of the form is valid. For
example, to be valid, the form's Due Date must be later then its End Date and Start Date.
Disallow users from changing Prevents employees who can create forms from changing the start date, end date, or due date
the Start Date of the form. If this option is selected, the Start Date specified in the form template will always
be used, users won't be able to change this date when creating the form.
This change applies to existing forms as well as newly created forms. Displays the start date of
the step, if specified. The start date is shown above the routing map in the form. You specify
the start date for the step in the Routing Map.
Disallow users from changing Prevents employees who can create forms from changing the start date, end date, or due date
the End Date of the form. If this option is selected, the Start Date specified in the form template will always
be used, users won't be able to change this date when creating the form. This change applies
to existing forms as well as newly created forms.
Disallow users from changing Disallow users from changing the Due Date Prevents employees who can create forms from
the Due Date changing the due date of the form. If this option is selected, the Due Date specified in the form
template will always be used, users won't be able to change this date when creating the form.
Enable form routing to Recommended. Greatly improves workflow options allowing a person to send the form back
previous step when data is missing or extra information is desired.
Enable Progress Meter Enables the Progress Meter, which shows the approximate amount of time it will take to
complete a form.
Prevent forms from being Configuration that checks that a user is not able to create a form that has a form start/end
created with overlapping date date range that overlaps another form. For example: I create one form with dates of Jan. 1,
ranges (this applies to all 2010 - April 15, 2010. I try to create another form with dates of April 1, 2010 - July 2, 2010.
templates with this System will not allow me to create this form.
configuration enabled)
● Checks forms in all stages (Modification, Evaluation, Signature, Completed) other than
Deleted.
● Validation applies to:
○ Create New Form UI wizard from the Performance tab.
○ Mass Create Form Instance from Admin
○ Schedule Mass Form Creation from Admin
360 Reviews
Setting Description
● Validation is done against all form template types with this option enabled, for example,
enable the option on 2 templates, the system will validate that only one form, regardless
of which template of the two it's from can exist in one date range.
● Feature applies to both 360 and PM form template types.
Enforce permissioning for

Detailed Document Search &
Archive & Print Reporting.
Define the PDF file name

format:
Related Information

3.3 Permissions
You can configure permissions in form templates to determine how users work on 360 forms.
Section Permissions [page 70]

You can use section permissions to determine whether users can view or modify a specific section in a
form.

You can use field permissions to control whether users can view or modify a specific field of a 360 form.

You can use drilldown permission to determine who can view the evaluation details from raters in the
Summary View.

You can work with implementation partners to define who can see the rater identities along with the routing
step using rater-id-permission in Provisioning.
360 Reviews
3.3.1 Section Permissions
You can use section permissions to determine whether users can view or modify a specific section in a form.
By default, section permissions are "enabled" for all users and all sections. You can configure section permissions
in Provisioning.
 Remember
Support.
Type of Access
● enabled: users can see the section

● disabled: user can see the section with read only on fields
● hidden: user can't see the section.
XML Example: Making a section "enabled" only for HR and Manager
In the example below, only the HR and manager can access and modify the section.
<section-permission type="hidden">
</section-permission>
<section-permission type="enabled">
<role-name>EH</role-name>
 Note
No role-name (*) means all roles, and no route-step (stepid = "*") means all steps.
Parent topic: Permissions [page 69]
Related Information

360 Reviews
3.3.2 Field Permissions
You can use field permissions to control whether users can view or modify a specific field of a 360 form.
By default, field permissions are "write" for all users and all fields. You can configure field permissions in
Provisioning.
 Remember
Support.
Type of Access
● none: User can't see the fields.

● read: User can read the fields.
● write: User can read and write the fields.
Fields That Can Be Permitted
The table below displays the fields that support field permissions:
Fields Descriptions
item-rating Managers' ratings
subject-item-rating Subjects' ratings
item-weight Goal or competency weights
manual-overall-rating Manual overall rating in the summary section
calculated-overall-rating Calculated overall rating in the summary section
 Note
This field isn’t editable. If you set the field permission as
Write, it’s interpreted as Read.
review-period The start, end, and due dates in the review information section
tgmfields It affects goal category, goal weight link, goal state, goal metric,
goal details, and other details
360 Reviews
XML Examples: Making the Review Period Read-Only
The following example shows how to make the review dates read-only to all users.
<field-permission type="read">
<field refid="review-period"/>
</field-permission>
Related Information

3.3.3 Drilldown Permissions
You can use drilldown permission to determine who can view the evaluation details from raters in the Summary
View.
To grant drilldown permission, go to Admin Center Form Template Settings and choose a template. Then
select Enable 360 Drilldown Permission for: for the following available roles:
● Process Owner: the last Modify step user

● Employee: the form subject
● Users With Detailed Reports Privilege: any user who belongs to a user group that is granted with the Detailed
Reports Privilege
● Manager: the manager of the form subject
● HR: the HR representative of the form subject
● Approvers:: any user who modified the form before it is sent for evaluation
Once the selected users are granted the drilldown permission, they can navigate to Summary View Evaluation
Summary on a 360 form, and click a rater's name to view the form that the rater completed.
 Note
The drilldown permission only allows users to view the form completed by raters, and what users can see on
the form is determined by form specific permissions such as section permissions and field permissions.
360 Reviews
Related Information

3.3.4 Rater ID Permissions
You can work with implementation partners to define who can see the rater identities along with the routing step
using rater-id-permission in Provisioning.
 Note
Please remember that <rater-id-permission> is only applicable to Open 360s. Do not try it with Anonymous
360s.
The <rater-id-permission> provides a great deal of flexibility to set anonymity based on who (User Roles - <role-
name>) is viewing the 360, in which stage of the 360 (Routing Step - <route-step>), and to what target group(s) of
raters (Rater Category - <rater-category>) the anonymity is to be applied.
This only makes sense in an *Open* 360 in which a customer can choose to hide rater identities in certain 360
routing steps, including 360 Evaluation Stage and Completed Stage.
For 360 Evaluation Stage, use 360EvaluationStage stepid and for Completed Stage, use CompletedStage stepid.
Type of access
● none: users cannot see the rater identities.

● enabled: users can see the rater identities.
Related Information

360 Reviews
3.3.4.1 Example: Making a 360 Anonymous for Some and
Named for Others
You can configure a 360 to have varying levels of anonymity. For example, a manager sees the 360 as named and
the employee sees the 360 as anonymous. It is also possible for the employee to see responses from their manager
or peers as named, but can only see responses from their direct reports as anonymous.
As of now, it is not possible to grant someone with the ability to remove participants comments. Even if you can see
who said what, you cannot remove the comments. Also, configuration of levels of anonymity must be done at the
time the form is created. This means, before the 360 review process, you need to know who you want to grant
access to see named participants. Once the form is created and the process is started, you cannot change that.
In provisioning, access your 360 form template and ensure that Participant names on 360 option is selected.
 Remember
Support.
Add the following XML example in the meta section after
<meta-cat hidden-threshold="0" min-count="0" max-count="2147483647" ><![CDATA[Self]]></

meta-cat>
 Example
The following example hides all rater identities for all users in all stages, that is, every rater is shown as
Anonymous and in effect it turns an Open 360 to an Anonymous 360:
<rater-id-permission type="none">
<rater-category>*</rater-category>
</rater-id-permission>
OR
 Example
To hide all rater identities for Employee in all stages, that is, to the Employee, all raters will be shown as
Anonymous:
360 Reviews
OR
 Example
To hide all rater identities for all users in 360 Evaluation Stage:
<route-step stepid="360EvaluationStage"/>
OR
 Example
To hide all rater identities for all users in 360 Evaluation Stage, except the Manager, that is, when the Manager
opens the 360, all the names of the raters are visible, while everyone else sees as Anonymous:
<rater-id-permission type="enabled">
Specific Example
Add the following snippet in meta section of 360.
<meta-cat hidden-threshold="0" min-count="0" max-count="2147483647" ><!

[CDATA[Self]]></meta-cat>
<rater-id-permission type="enabled">
<route-step stepid="CompletedStage"/>
<meta-360-rollup-category-name><![CDATA[Upward]]></meta-360-rollup-category-name>
360 Reviews
As a result of this, when the 360 is in the evaluation and completion stage, the manager sees participant names in
the evaluation summary.
When the 360 is in the evaluation or completion stage, the employee (other than the employee with a completed
copy) cannot see participant names in the evaluation summary.
3.4 Rater Category Rollup
If you have set a threshold number of raters in some categories, but that threshold is not met, you can configure
rater categories to rollup via Provisioning. Therefore, the rater responses from these categories can be combined
with those from other categories, and show up in the Detailed 360 Report.
 Remember
Support.
Some definitions and values about rollup are described on this page.
Rollup and drop
The two options can be selected from the Unmet threshold action dropdown.
● Rollup: combine categories if the minimum threshold is not met.

● Drop: drop or do not report the data if the minimum threshold is not met.
 Note
The system only supports one of them. You cannot select rollup, and then expect categories to drop if minimum
thresholds are not met.
Rollup type
There are two types of rollup.
● [Recommended] Circular: the data rolls to the next category group that is listed in meta-360-rollup-
category-name.
● Uturn: the data rolls to the next category group that is listed in the meta-360-rollup-category-name, and if the
threshold is not met, it rolls back-up the list.
 Caution
This feature will probably only be used by one client for which it was implemented.
360 Reviews
Attributes of rater categories
The example code is used to explain the attributes of rater categories in xml.
<fm-meta>
<meta-form-id>-1</meta-form-id>
<meta-rated>true</meta-rated>
<meta-rating>0.0</meta-rating>
<meta-scale>0.0</meta-scale>
<meta-cat hidden-threshold="2" min-count="0" max-count="50" cat-weight="20.0"><!
[CDATA[Direct Report]]></meta-cat>
[CDATA[Peer]]></meta-cat>
[CDATA[Manager]]></meta-cat>
[CDATA[Self]]></meta-cat>
[CDATA[External]]></meta-cat>
<meta-360-rollup-category-name><![CDATA[Direct Report]]></meta-360-rollup-
category-name>
<meta-360-rollup-category-name><![CDATA[Peer]]></meta-360-rollup-category-name>
<meta-360-rollup-category-name><![CDATA[External]]></meta-360-rollup-category-
name>
<scale-id><![CDATA[Review Scale]]></scale-id>
</fm-sect-scale>
<meta-item-weight-floor-ceiling-option>warning</meta-item-weight-floor-ceiling-
option>
</fm-meta>
● hidden-threshold: used to hide raters if the total number of raters in the form is less than the threshold defined
in the hidden-threshold attribute. If the hidden threshold is not met, the data for that category will not be
reported. You can specify rollup to have the aggregate combine with another category.
 Note
If category thresholds are set but not met, and no rollup is specified, then the data for each of the
categories will be dropped and cannot be viewed in the detailed 360 report.
● min-count and max-count: used to limit the number of raters per category.
● cat-weight: used to define weights to rater categories, so that ratings from different rater categories can be
weighted in calculation.
● meta-360-rollup-category-name: defines order of roll up when the hidden threshold is not met.
For example, the hidden threshold for direct report is 2, and if only one direct report completes the 360 form,
the responses from that rater will be rolled up together with the responses from the raters in the Peer
category..
360 Reviews
Configuring Rollup for a 360 Reviews Form [page 78]
This example will show you how to configure rollup for a 360 form.
3.4.1 Configuring Rollup for a 360 Reviews Form
This example will show you how to configure rollup for a 360 form.
Context
The following categories have been set for a given customer in a 360 form:
● Self
● Manager
● Direct Report
● Peers
● External
The customer has set a threshold number of raters from the above categories. If no threshold is met, and no rollup
is specified, the data for the categories will be dropped, and cannot be viewed in the detailed 360 report. Rollup can
be configured in Provisioning.
 Remember
Support.
Procedure
1. Open a form template in Provisioning.

2. Select Rollup from the Unmet threshold actiondropdown.
3. [Recommended] Select Circular from the Rating rollup type (only applied to Rollup Action) dropdown.
4. Enable Participant names on 360, and then save.
5. Add the following code example to the <fm-meta> section of the form template.
<fm-meta>
<meta-form-id>-1</meta-form-id>
<meta-rated>true</meta-rated>
<meta-rating>0.0</meta-rating>
<meta-scale>0.0</meta-scale>
<meta-cat hidden-threshold="2" min-count="0" max-count="50" ><![CDATA[Direct
Report]]></meta-cat>
<meta-cat hidden-threshold="2" min-count="0" max-count="50" ><![CDATA[Peer]]></
meta-cat>
[CDATA[Manager]]></meta-cat>
360 Reviews
<meta-cat hidden-threshold="1" min-count="1" max-count="50" ><![CDATA[Self]]></
meta-cat>
[CDATA[External]]></meta-cat>
<meta-360-rollup-category-name><![CDATA[Direct Report]]></meta-360-rollup-
category-name>
<meta-360-rollup-category-name><![CDATA[Peer]]></meta-360-rollup-category-name>
<meta-360-rollup-category-name><![CDATA[External]]></meta-360-rollup-category-
name>
<scale-id><![CDATA[Review Scale]]></scale-id>
</fm-sect-scale>
<meta-item-weight-floor-ceiling-option>warning</meta-item-weight-floor-ceiling-
option>
</fm-meta>
In the code, the meta-360-rollup-category-name attribute defines the order of rollup, when the hidden
threshold 2 for Direct Report, Peer and External is not met. Below are some examples of rollup order.
○ If only one Direct Report completes the 360 form, his or her responses will be combined with the
responses in the Peer category.
○ If only one Peer completes the 360 form, his or her responses will be combined with the responses in the
External category.
○ If only one External completes the 360 form, his or her responses will be combined with the responses in
the Direct Report category.
○ If one Direct Report, one External and two Peers complete the 360 form, then according to the order of
rollup in the meta-360-rollup-category-name, all the three categories will be combined into one
category in the detailed 360 report.
6. Log in to the application, and then navigate to Admin Center Form Template Settings , and select the 360
form that you have configured in Provisioning.
7. Enable Apply Threshold On: Participant Level, and save.
Result: You have successfully configured rollup for the 360 form.
Parent topic: Rater Category Rollup [page 76]
3.5 Calibration Mode

Calibration mode for a 360 allows the rater to rate multiple subjects at the same time in a single assessment.
 Note
The competencies that are rated should be the same for all subjects.
Need to Know
● Competency Section is the only section that displays in calibration mode (form intro section disappears - does
not display)
360 Reviews
● Open ended questions are not supported.
● Drop down rating scales are only supported.
● Item level comments are hardwired and cannot be altered regardless of the cmt-opt indicated in the form xml.
● Calibration Mode only works if there is one competency section in the form. If there is more than one
competency section, sections are not displayed to the raters.
3.5.1 Configuring Calibration
In provisioning for your form template, add the following code (code in blue) to the competency section of the 360:
<required-fields>
<field refid="item-rating" min-value="-1.0" max-value="-1.0"/>
<send-action sendid="complete_360"/>
</required-fields>
<calibration-mode/>
 Remember
Support.
In Admin Center, go to the Form Template and ensure Enable Calibration Mode is enabled.
3.5.2 Sample Multi-Rater Form
This is a sample Multi-Rater form with the<calibration-mode/>code and 3 hard coded competencies from the
SuccessFactors Competency library:
How does it work
1. Create 360's for multiple subjects and be sure that you add the same demo user as a participant in all 360's (in
other words, if you are creating 360's as cgrant for all team members, be sure to include cgrant as one of the
participants for all subjects).
2. Send the 360's to evaluation mode.
3. As the rater, you will receive each 360 in your inbox.
4. Click on any one of the 360's in your inbox.
You can select the subjects you want to rate and then click the Rate button in the lower right. You will then be
brought into a view like below where you can rate each of the subjects and provide comments all on a single screen.
Once you complete the rating for all subjects, all of the forms will be completed and moved out of your inbox.
360 Reviews
3.6 Anonymous View for Named 360s
Anonymous View allows users to select if they want to display the Detailed 360 Report with names or without
names.
The primary use of this feature is when the report is enabled for Managers, who then print the reports to give to
employees and want to print an anonymous view.
 Note
This feature is only applicable to named 360s. The 360 must be named, but you can hide the information from
displaying.
To enable the anonymous view:
1. Create a Named 360.

2. Check the access permissions for the Detailed 360 Report. Go to Admin Form Templates and select the
correct 360 form template and check Enable 360 Detailed Report Permission for.
3. Check Enable Anonymous 360 Detailed Report View.
4. Open the Detailed 360 report from the Summary view after the 360 report is completed.
5. When viewing the report, you can select if you want the named view or the anonymous view.
360 Reviews
4 Main Routing Actions
Main routing actions involved in the workflow for a 360 Reviews form that is determined by the route map
associated.
When a 360 Reviews form is being routed, it can be routed through four stages: Modify stage, Evaluation stage,
Signature stage, and Completed stage. In each phase, there are main routing actions guiding users through the
whole process. In the Modify stage, roles defined in the route map can nominate raters, and send the form to next
step. In the Evaluation stage, raters evaluate the subjects, while roles with proper permission can continue to add
extra raters. In the Signature stage, participants can sign the form, while permitted roles can reject it or send it
back to a specific role for additional changes. In the Completed stage, participants can complete or decline the
form.
4.1 Raters in 360 Reviews Forms
You can determine and modify internal and external raters on 360 Review forms, and send the forms for ratings.
Setting Up Default Raters [page 83]
Adding Participants in 360 Review Forms [page 84]

Once you've launched the forms, you can add or remove raters from the Rater List section.
Adding Participants in Evaluation Stage [page 85]

Process owners and permitted roles can add participants when a 360 Reviews form is in Evaluation stage.
Changing Participant Category [page 87]

You can change the participant category for a 360 form using Admin Center Change Participant
Category .
Removing Participants [page 88]

You can remove participants using Modify Participants. Once the participants are removed from the
participant list, they won’t receive notifications to approve the 360 Review forms.
Removing 360 Reviews Forms of Inactive Employees in Bulk [page 89]

You can bulk remove the 360 Reviews forms that are in the Evaluation stage from the inboxes of inactive
employees.
Retaining Inactive Employee' 360 Evaluation Documents [page 90]

In the Form Template level, you can enable the option to avoid inactive users been removed for a particular
template.
Setting Up Error and Warning Messages When Participant Number Out of Defined Range [page 91]
External Raters [page 92]

In the Modify and the Evaluation stages, roles defined in a route map can add external raters in the system
with Single Sign-On (SSO) enabled.
360 Reviews
82 PUBLIC Main Routing Actions
4.1.1 Setting Up Default Raters
What roles are supported currently for the default rater population:
The only roles supported currently in the system for the default rater population field are the following:
E, EM, EX, EMM, EH, ED, EMD
How to set a default rater so that it appears automatically in a form:
This code needs to be added for each category that you want to automatically populate in the Participant List when
the form is created:
<default-rater category="Direct Report"><![CDATA[ED]]></default-rater>
How to set a default rater so they appear automatically in a form AND can't be removed:
<default-rater removable="false" category="Self"><![CDATA[E]]></default-rater>

</rater-config>
Here is an example of how both options look in the section:
</fm-sect-config>
<rater-config>
<date-column-format>MM/dd/yyyy</date-column-format>
<rater-cat-min-err-msg><![CDATA["The number of participants in the [[CATEGORY]]
category does not meet the minimum of [[EXPECTED_COUNT]]. Please correct it before
moving the document forward."]]></rater-cat-min-err-msg>
<rater-cat-max-err-msg><![CDATA["The number of participants in the [[CATEGORY]]
category exceeds the maximum of [[EXPECTED_COUNT]]. Please correct it before moving
the document forward."]]></rater-cat-max-err-msg> <default-rater category="Direct
Report"><![CDATA[ED]]></default-rater>
<default-rater removable="false" category="Direct Manager"><![CDATA[EM]]></default-
rater>
<default-rater removable="false" category="Self"><![CDATA[E]]></default-rater>
</rater-config>
</rater-sect>
Parent topic: Raters in 360 Reviews Forms [page 82]
Related Information

360 Reviews
Main Routing Actions PUBLIC 83
4.1.2 Adding Participants in 360 Review Forms
Once you've launched the forms, you can add or remove raters from the Rater List section.
Context
You can also add permanent raters to the list.
Procedure
1. Go to Performance .
2. Choose a launched form.
3. On the Participant List Section page, click Modify Participants.
You can filter your search based on divisions, departments, location, or user's name.
 Note
The corresponding button is Add Participants in 360 Reviews - SAP Fiori Version.
4. Click Search Users.
 Note
While searching for a user, if the search results return numerous users with similar names and you’re
unable to find the particular user you're looking for, use the advanced search link to find the user.
5. To choose all users as participants, click Select All. To verify all the newly added participants, scroll down to
Selected Participant.
Once the list is complete with all users' details, click OK to return to the form.
6. Click Add to List. This brings up the Participant List Section page.
7. On the Participant List Section, from the Category dropdown box to select the label such as Upward,
Downward/Colleague, or Self for the new participants.
Task overview: Raters in 360 Reviews Forms [page 82]
Related Information

360 Reviews
4.1.3 Adding Participants in Evaluation Stage
Process owners and permitted roles can add participants when a 360 Reviews form is in Evaluation stage.
Prerequisites
You are among the roles who are granted with the permission Enable Add New Participants after 360 Evaluation
starts for: in the Form Template Settings tool.
Context
There are different types of roles under the Enable Add New Participants after 360 Evaluation starts for: option. To
understand the roles, see Definitions of Participants in Form Template Settings [page 86].
Procedure
1. Open a 360 Reviews form that is in Evaluation stage.

2. There're two ways to perform the current step:
○ If you're the process owner, go to the Summary View page.

○ If you're the other permitted role, submit the form first and go to the Evaluation Summary section in your
completed form.
3. Choose Add New Participants.
You can also remove existing participants from the list.

4. Save you changes.
Results
You've added new participants to the form.
360 Reviews
Related Information

Definitions of Participants in Form Template Settings [page 86]
4.1.3.1 Definitions of Participants in Form Template Settings
The following table lists definitions of participants to whom you can grant permissions in the Form Template
Settings tool.
These participant options work in conjunction with each other, meaning users who fit in more than one category
will get included. For example, if you select Manager/HR and Approvers because you want to exclude the subject of
the evaluation (Employee), then make sure that the subject isn’t also one of the Approvers. Otherwise, the subject
will be included, even though you didn't specifically choose the option.
Definitions of Participants in Form Template Settings

Participants Definitions
Process Owner The last person to modify the form before it's distributed to
others for evaluation.
 Note
Permitted users who send the form into Evaluation stage
by using tools in Admin Center aren’t considered as the
process owner.
Employee The person who is the subject of the 360 evaluation.
Users With Detailed Reports Privilege Any person who also belongs to a user group that has the De
tailed Reports Privilege associated with it.
Manager/HR The manager or the HR representative of the subject of the

form.
Approvers Everyone who contributed to, or modified, the content of the

form before it was distributed for evaluation.
360 Reviews
Participants Definitions
All raters All the raters who are involved in the form.
 Tip
Use this option if you want to let users choose whether
they want to.
4.1.4 Changing Participant Category
You can change the participant category for a 360 form using Admin Center Change Participant Category .
Prerequisites
● Ensure that the Change Participant Category permision is enabled in Admin Center Manage Permission
Roles Administrator Permission Manage Documents .
● Ensure that the 360 form for which you want to change the participant category is launched, and not in Modify
Stage.
Procedure
1. Go to Admin Center Change Participant Category .

2. Type the Document Id of a 360 form, and click Find Document.
 Note
To determine a Document Id, navigate to Performance and hover over the "Information" icon in the "Action"
column of any 360 form. This icon will show the document ID.
3. Change the participant category using Change Categories dropdown list.
Results
You have successfully changed the category of a participant.
360 Reviews
Related Information

4.1.5 Removing Participants
You can remove participants using Modify Participants. Once the participants are removed from the participant list,
they won’t receive notifications to approve the 360 Review forms.
Procedure
1. Go to Home Performance .
2. Choose a launched form.
3. On the Participant List Section page, click Modify Participants.
Click any column header to sort the list, either ascending or descending
 Note
For a 360 Reviews form of SAP Fiori version, you can click Delete to remove the participants.
4. Under Actions, click the X icon to remove the participants from the list.
5. To remove all participants, click Clear List.
Note that you cannot remove the required names. Once the users are removed from the list, you can add them
to the list again.
If you don't want specific roles to modify participants. You can disable the Rater List section for the role by
using the following XML code to make it read-only, so the Modify Participants button does not display.
<section-permission type="disabled">
360 Reviews
Related Information

4.1.6 Removing 360 Reviews Forms of Inactive Employees in

Bulk
You can bulk remove the 360 Reviews forms that are in the Evaluation stage from the inboxes of inactive
employees.
Context
In the meantime, the inactive employees' statuses are marked as Removed(Incomplete) in the Evaluation Summary
to indicate that they’re no longer participants in the forms.
 Note
If the employees have submitted ratings before being set inactive, the ratings given by them are still valid in the
forms, and their statuses are shown as Completed.
You can also bulk remove the 360 Reviews forms of inactive employees by using the Employee Import tool in Admin
Center, or Manage Scheduled Jobs in Provisioning.
 Remember
Support.
Procedure
1. Go to Admin Center Employee Import .

2. Choose Remove Inactive Employees' 360 Evaluation Documents in the Specify Form routing options section.
360 Reviews
3. Validate and import your user file.
Results
The 360 Reviews forms that are in the Evaluation stage are removed from inactive employees' inboxes. Meanwhile,
the employees' statuses are marked as Removed(Incomplete) in the Evaluation Summary. But you can still restore
the forms that are deleted by using the Restore Deleted Forms tool.
Related Information

4.1.7 Retaining Inactive Employee' 360 Evaluation Documents
In the Form Template level, you can enable the option to avoid inactive users been removed for a particular
template.
Context
It is possible to override this setting at the form template level, so that for a particular template inactive users
forms are not removed even if the Do Not Remove Inactive Employee' 360 Evaluation Documents option is checked
when setting user status.
Procedure
Go to Admin Tools Form Templates Select a template , check Do Not Remove Inactive Employees' 360
Evaluation Documents option, and save.
360 Reviews
Related Information

4.1.8 Setting Up Error and Warning Messages When Participant

Number Out of Defined Range
You can set up error and warning messages when the number of participants set by a user is out of the range
defined in form template.
You can specify the system to produce an error message or a warning message. When an error message shows up,
users cannot forward the form onto the next step. When a warning message shows up, users are warned that they
are under the min or over the max limit, but they still can forward the form to the next step.
Messages for the Participant List Section
You can set up two types of error messages by using the element max-error-msg or min-error-msg.
The following example is a representation of an error message that shows up if the number of selected participants
exceeds the maximum value set in form template.
<max-error-msg><![CDATA[ERROR: Number of participants selected - [[ACTUAL_COUNT]] -
exceeds the maximum number of [[EXPECTED_COUNT]].
Please select no more than 5 participants.]]></max-error-msg>
You can also set up two types of warning messages by using the element max-warning-msg or min-warning-msg.
The following example is a representation of a warning message that shows up if the number of selected
participants doesn’t meet the minimum value set in form template.
<min-warning-msg><![CDATA[WARNING: Number of participants selected -
[[ACTUAL_COUNT]] - less than the minimum number of [[EXPECTED_COUNT]].
Please select more than 1 participants.]]></min-warning-msg>
360 Reviews
Messages for the Categories
You can set up two types of error messages by using the element rater-cat-max-err-msg or rater-cat-min-err-msg
when defining categories.
The following example is a representation of an error message that shows up if the number of participants selected
for a particular category exceeds the maximum value specified in the meta section of form template.
<rater-cat-max-err-msg><![CDATA[ ERROR: Number of participants selected for the

Category "[[CATEGORY]]" is [[ACTUAL_COUNT]],
which exceeds the expected number of participants permitted - [[EXPECTED_COUNT]].
Please remove some of the participants until the expected number is met.]]></rater-
cat-max-err-msg>
You can set up two types of warning messages by using the element rater-cat-max-warn-msg or rater-cat-min-
warn-msg when defining categories.
The following example is a representation of a warning message that shows up if the number of participants
selected for a particular category doesn’t meet the minimum value specified in the meta section of form template.
<rater-cat-min-warn-msg><![CDATA[ WARNING: Number of participants selected for the

Category "[[CATEGORY]]" is [[ACTUAL_COUNT]],
which is less than the minimum number of participants permitted -
[[EXPECTED_COUNT]].
Please select more than 1 participants.]]></rater-cat-min-warn-msg>
Related Information

4.1.9 External Raters
In the Modify and the Evaluation stages, roles defined in a route map can add external raters in the system with
Single Sign-On (SSO) enabled.
Before external users are added, admins turn on the 360 External Participant email notifications, among which the
360 Document Evaluation Notification for External Participant notification is a must. When external users are added
to the Rater List, e-mails are sent automatically to seek their consent on participation and evaluation. If they accept
360 Reviews
the invitation, they’re taken to an external authorization screen on which they enter a verification code that is sent
by e-mail.
The external raters have limited permissions. They can’t see or access anything in the system beyond the 360 form
that they’ve been asked to complete. Likewise, they can't see or access anything on the form beyond the
permissions granted to the form. When they start the evaluation, they can give ratings and comments. Once they
complete the forms, they can’t edit or recall the completed forms.
Related Information

4.1.9.1 Adding External Raters
When a 360 form is in the Modify and the Evaluation stage, roles defined in the route map template can add
external users, existing or new, to collect their ratings and comments.
Prerequisites
● Enable Use of External Users (V10 & V11 ONLY) is checked in Provisioning.
 Remember
Support.
● Enable 360 Add External Participants section is checked in Admin Center Form Template Settings for the
target 360 template.
● The 360 Document Evaluation Notification for External Participant is turned on.
360 Reviews
Procedure
1. Go to Add Participant page.
A dialogue pops up in which you can search for external users as well as internal users.
2. Enter an external user’s first name, last name, username, or e-mail address.
 Note
Finding users by their usernames requires that the Hide (user name) in the UI is deselected in Provisioning.
○ For an existing external user, enter the user's name, username, or e-mail address.
○ For a new external user, click Add a new external participant. in the dropdown list of search box to create a
new account and the system will add it to the list simultaneously.
 Note
If the entered e-mail address already exists, you can complete the user information in Admin Center
Manage Users , and then go back to search for and add this user.
3. Click Add to List to finish.
Results
You've added the external raters, and they receive e-mails asking their consent on the participation and evaluation.
4.2 Sending a Copy of a Completed Form
When a form is completed, you can send a copy of it to 10 internal users at most in one go.
Procedure
1. Go to Performance and choose a completed 360 Reviews form.

2. Click Send Copy.
You can disable the Send Copy button through Admin Center Form Template Settings Disable Send
button for completed documents .
3. Find and select the users to whom you want to send the copy.
4. Click Send.
5. Click Send to finish.
If Document Forward Notification is enabled, you can also add comments to the copy before sending it.
360 Reviews
Results
You've sent the copy of a completed form to target users. The receivers can find the read-only copy in the
Completed folders.
4.3 Comments in 360 Reviews Forms
The comment function in a 360 Reviews form enables participants to give feedback on the employee.
Use
Participants can add an overall comment to a section and a comment to a rating in a 360 Reviews form.
 Caution
After participants have submitted the form with comments, they cannot edit or delete the comments anymore.
Features
The comment function in a 360 Reviews form includes the following key features:
● Edits don't get lost: The comments can be saved automatically by the system when participants stop typing
and go inactive for over five seconds.
 Note
The autosave function also applies to the custom text boxes.
● Flexible text length: The text length of a comment can be customized to ensure that participants enter
effective content.
● Custom comment labels: The comment labels can be customized to distinguish the managers' comments
from employees' comments.
● Spell Check and Legal Scan: The comment box supports the Spell Check and the Legal Scan functions to
ensure the text quality.
Scope
You can add comments in the following areas of a 360 Reviews form:
● The Competency section
360 Reviews
● The Goal section
● The Summary section
● The Signature section
● The Rating item
Visibility
The added comments have different levels of visibility during the whole process:
● In the Evaluation stage, the comments added by participants are invisible to other participants.
● In the Signature stage, the comments given by the employee and the manager are visible to each other.
● In the Completed stage, all the comments along with the commenters' names can be found in the Detailed 360
Report, which is available for the permitted participants.
To include the comments in the report, you can enable the Show comments for the report. If you want to hide
the commenters' names, you can choose the Anonymous View of the report. For details, see Anonymous View
for Named 360s [page 81].
4.4 360 Reviews Form Autosave
When users are editing a 360 Reviews form using 360 Reviews - SAP Fiori Version, the system saves the form
automatically after 5 seconds of inactivity.
This autosave feature works in all stages, views, and sections on a form, except in the following scenarios where
your changes are immediately saved:
● When you open the links under the Actions menu, including Open Detailed 360 Report, Spell check entire form
and Legal scan entire form
● When you print a form or save a form as PDF
If you leave a form page before the changes are saved automatically, a message pops up reminding you that you
might lose the changes after leaving the form. At this moment, if you wait for another 5 seconds before clicking
Leave to exit, your changes can still be saved automatically. Otherwise, you might lose the changes that you made.
360 Reviews
5 Managing Forms Using Admin Center
You can manage the 360 form from Admin Center
Route Maps [page 97]

Route maps define how 360 forms are routed during the 360 review process. They include four stages, the
Modify, Evaluation, Signature, and Completion Stage.
Launch Forms [page 110]

You can launch 360 Reviews forms from Admin Center Launch Forms .
Managing Employees' 360 Reviews Forms in Evaluation Stage [page 110]

You can complete or delete 360 forms from Admin Center Complete/Decline 360 documents .
Document Transfer for 360 Forms [page 112]

Document transfer is used to transfer employee's documents from old manager to new manager when the
employee's manager is changed.
Using 360 Executive Review [page 120]

360 Executive Review allows super HR roles or other users to monitor form status and access 360 forms
even if they are not on the route map.
5.1 Route Maps
Route maps define how 360 forms are routed during the 360 review process. They include four stages, the Modify,
Evaluation, Signature, and Completion Stage.
A route map defines a robust workflow process that ensures 360 forms are securely routed to all the right people
during the 360 review process. There are four stages of a 360 Reviews route map:
● Modify Stage: During the 360 review process, employees and managers nominate raters such as peers,
managers, direct reports, and even external parties in this stage.
● Evaluation Stage: During the 360 review process, raters evaluate the subject of the form in this stage.
● Signature Stage: During the 360 review process, roles defined in route map steps can sign the form in this
stage.
Permissioned roles can reject the form, which removes all signatures and reverts it back to the Evaluation
stage. The rejected form goes back to the Process Owner’s inbox for re-evaluation before due date, and to
other participants’ Completed folder.
Meanwhile, permissioned roles can send the form back to a specific role for additional changes, which also
removes all signatures and reverts it back to the Evaluation stage.
● Completion Stage: During the 360 review process, the form is officially completed, and review reports are
available in this stage.
Parent topic: Managing Forms Using Admin Center [page 97]
360 Reviews
Managing Forms Using Admin Center PUBLIC 97
Related Information

5.1.1 Creating a Route Map
To define how 360 forms are routed during the 360 review process, create route maps using Manage Route Maps.
Prerequisites
1. Workflow has been enabled in Provisioning.
 Remember
Support.
2. The permission of Routing Maps under Manage Form Templates has been granted.
Context
You can create route maps at any time. After you’ve created a route map, associate the route map to a specific
form template before the route map can be used.
Procedure
1. Go to Admin Center 360 Reviews , select Manage Route Maps.
2. Choose Add New Route Map Build Your Own .

3. Select I want to personalize the evaluation stage in a 360 review route map.
An evaluation step is added to the Evaluation Stage.

4. Click the add button in the Modify Stage or Signature Stage to add a step.
Since the Evaluation Stage is where raters evaluate the subject of the form, it only includes one step. You can’t
add more steps to this stage. Because users can’t modify the form in the Completion Stage, you can’t create
steps for this stage.
360 Reviews
98 PUBLIC Managing Forms Using Admin Center
5. Enter a step name in the Create A New Modification Step dialog box, for example, Employee Nominates Raters.
6. Complete step configurations for the steps you’ve added.
The following table lists the fields of the step you can configure. Some fields listed in the table don’t apply to all
stages, but only apply to specific stages.
Field Description
Step Name The name of the step displayed in the route map within the
form.
 Note
In 360 Reviews, this field doesn’t take effect in the Sig
nature Stage. The step name always shows Signature,
regardless of the name you’ve configured in this field. In
360 Reviews - SAP Fiori Version, this field takes effect in
all stages.
Step Description The description that gives more context on the action users
are about to take. It appears in the To Do tile on users’ Home
page.
Step Type ○ Single Role: The form is assigned to a single role in the
current step, for example, employees are assigned to
nominate raters.
○ Iterative: Allows several users to work on a step. In this
type of step, the form is sent to one user at a time, and
that user sends the form to the other users specified in
the step. It's the most commonly used step type when
several users work on the step.
If you use the Iterative step, also specify the roles to
participate in the step. For example, I E EM EH specifies
an iterative step between the employee, the employee’s
manager, and the employee's HR representative. All the
three roles can edit and send the form back and forth to
each other before routing the form to the next step.
If you use the Iterative step, we recommend that you
also specify the entry user who receives the form first
and the exit user who sends the form to the next step.
○ Collaboration: 360 Reviews doesn’t support a collabora
tion step in route maps.
360 Reviews
Field Description
Roles Choose from the dropdown list the role you want the form to
send to in this step.
SAP SuccessFactors uses job roles instead of employee

names to specify who receives a form. This is because the
same form template is typically distributed to multiple users,
and it's easier for you to designate a role rather than a spe
cific person. For example, if you're launching a 360 review
cycle for the entire company, you can specify that the form is
sent to the subject of the review first. However, you can des
ignate a specific person if it better meets your business re
quirements.
A custom option is available in the dropdown list if your

needs are more advanced. Examples of custom codes in
clude:
○ R - Recruiter in Recruiting
○ W - Second recruiter in Recruiting
○ Q - VP of staffing in Recruiting
○ T - Primary coordinator in Recruiting
○ G - Hiring manager in Recruiting
○ EMMM - Employee's 3rd level manager
○ S - Sourcer in Recruiting
○ I F - Family expert (only valid in the signature stage)
Start Date The date when you want users to start working on this step.
This means that forms can be moved into this step early, but
users shouldn't start working on this step until this date has
passed. However, setting a start date doesn't automatically
lock the form. Users can work on the step any time, even be
fore the start date.
If you want to enforce the start date, select Enforce Start

Date. This option locks the form in read-only mode until the
enforced start date is reached. Therefore, users won't be
able to work on the step until the specified start date.
Exit Date Enter the earliest date when employees can move the form
to the next step. Use this date only if you want to prevent
employees from sending the form to the next step at any
time.
 Note
If you’re using the Automatic send on due date option in
the Due Date field, the exit date must be earlier than the
due date.
360 Reviews
Field Description
Due Date The date when the step should be completed. If you want to
have the form automatically forward to the next step on the
due date, select Automatic send on due date.
 Note
The form is sent to the next step on the next day of the
due date.
Additionally, if you want to only send forms that pass the

form validation check, select Only send forms that pass
validation. Forms that fail to pass validation aren’t automati
cally moved to the next step. To send all forms regardless of
whether they pass validation, select Always send regardless
of validation.
Carbon Copy These User Roles Upon Document Completion Specify roles to receive a copy of the form after it’s com
pleted.
Advanced options
Step Introduction & Mouseover text The text users see when they point the mouse at the step.
The text appears only before the step is completed.
 Tip
Use this field to provide a brief description of what users
are expected to do during this step.
Step Name After Completion The name of the users see after the step is completed. If you
leave this field blank, the step name remains the name
specified in Step Name.
Reject Button Mouseover Text The text shown to users when they point the mouse at the
reject button. The reject button is used to send the form
back one step in the route map. This button only appears in
signature steps. It’s helpful to use this text to provide a brief
description of the reject action.
Step Mode Specifies the extent to which users can modify the content
of the form in this step.
○ Full Edit: Allows users to change any content in text

areas.
○ Comment Only: Only allows users to add evaluation
comments to the form.
○ Signature: Allows users to electronically sign the form,
but not to modify the content. Only applies to steps in
the Signature Stage and is the only option available in
that stage.
360 Reviews
Field Description
Exit Button Text The text for sending the form to the next step. This text ap
pears on the Routing options button or the dropdown menu
for the step. This text also appears on the button on the con
firmation page.
Step Exit Text The text that appears on the confirmation page before the
form routes to the next step.
 Tip
Use this field to let users know what they need to do and
what their action means.
Previous Step Exit Button Text The text for sending the form to the previous step. This text
appears on the Routing options button or the dropdown
menu for the step.
This text also appears on the button on the confirmation

page.
Previous Step Exit Text The text that appears on the confirmation page before the
form is sent back to the previous step.
 Tip
Use this field to let users know what they need to do and
what their action means.
Step Id The ID that the system uses to identify the step internally.
It’s not the order of the step in the route map.
 Note
Step Id shouldn’t contain spaces or accented charac
ters.
7. Click Save at the left top of the page.
A new route map is created successfully.
Next Steps
After you’ve created a route map, you can modify the route map as needed. See Modifying a Route Map [page
103].
To use the newly created route map, associate the route map with a form template. See Associating a Route Map
with a Form Template [page 108].
360 Reviews
5.1.2 Modifying a Route Map
You can modify route maps anytime as needed using Managing Route Maps.
Prerequisites
1. Workflow has been enabled in Provisioning.
 Remember
Support.
2. The permission of Routing Maps under Manage Form Templates has been granted.
Context
After you modify a route map, the modified route map only applies to the new forms launched after the
modification. All existing forms use the original route map.
Procedure
1. Go to Admin Center 360 Reviews , select Manage Route Maps.

2. Choose the route map you want to modify.
3. Make any of the following changes:
○ Click the add button in the Modify or Signature Stage to add a step.
Since the Evaluation Stage is where raters evaluate the subject of the form, it only includes one step. You
can’t add more steps to this stage. Because users can’t modify the form in the Completion Stage, you can’t
create steps for this stage.
○ Remove the existing steps in the Modify or Signature Stage.
○ Modify step configurations for the existing steps. The following table lists the fields of the step you can
configure. Some fields listed in the table don’t apply to all stages, but only apply to specific stages.
360 Reviews
Field Description
Step Name The name of the step displayed in the route map within
the form.
 Note
In 360 Reviews, this field doesn’t take effect in the
Signature Stage. The step name always shows Signa
ture, regardless of the name you’ve configured in this
field. In 360 Reviews - SAP Fiori Version, this field
takes effect in all stages.
Step Description The description that gives more context on the action
users are about to take. It appears in the To Do tile on
users’ Home page.
Step Type ○ Single Role: The form is assigned to a single role in

the current step, for example, employees are as
signed to nominate raters.
○ Iterative: Allows several users to work on a step. In
this type of step, the form is sent to one user at a
time, and that user sends the form to the other users
specified in the step. It's the most commonly used
step type when several users work on the step.
If you use the Iterative step, also specify the roles to
participate in the step. For example, I E EM EH speci
fies an iterative step between the employee, the em
ployee’s manager, and the employee's HR represen
tative. All the three roles can edit and send the form
back and forth to each other before routing the form
to the next step.
If you use the Iterative step, we recommend that you
also specify the entry user who receives the form first
and the exit user who sends the form to the next step.
○ Collaboration: 360 Reviews doesn’t support a collab
oration step in route maps.
360 Reviews
Field Description
Roles Choose from the dropdown list the role you want the form
to send to in this step.
SAP SuccessFactors uses job roles instead of employee

names to specify who receives a form. This is because the
same form template is typically distributed to multiple
users, and it's easier for you to designate a role rather
than a specific person. For example, if you're launching a
360 review cycle for the entire company, you can specify
that the form is sent to the subject of the review first.
However, you can designate a specific person if it better
meets your business requirements.
A custom option is available in the dropdown list if your

needs are more advanced. Examples of custom codes in
clude:
○ R - Recruiter in Recruiting
○ W - Second recruiter in Recruiting
○ Q - VP of staffing in Recruiting
○ T - Primary coordinator in Recruiting
○ G - Hiring manager in Recruiting
○ EMMM - Employee's 3rd level manager
○ S - Sourcer in Recruiting
○ I F - Family expert (only valid in the signature stage)
Start Date The date when you want users to start working on this
step. This means that forms can be moved into this step
early, but users shouldn't start working on this step until
this date has passed. However, setting a start date doesn't
automatically lock the form. Users can work on the step
any time, even before the start date.
If you want to enforce the start date, select Enforce Start

Date. This option locks the form in read-only mode until
the enforced start date is reached. Therefore, users won't
be able to work on the step until the specified start date.
Exit Date Enter the earliest date when employees can move the
form to the next step. Use this date only if you want to pre
vent employees from sending the form to the next step at
any time.
 Note
If you’re using the Automatic send on due date option
in the Due Date field, the exit date must be earlier
than the due date.
360 Reviews
Field Description
Due Date The date when the step should be completed. If you want
to have the form automatically forward to the next step on
the due date, select Automatic send on due date.
 Note
The form is sent to the next step on the next day of
the due date.
Additionally, if you want to only send forms that pass the

form validation check, select Only send forms that pass
validation. Forms that fail to pass validation aren’t auto
matically moved to the next step. To send all forms regard
less of whether they pass validation, select Always send
regardless of validation.
Carbon Copy These User Roles Upon Document Comple Specify roles to receive a copy of the form after it’s com
tion pleted.
Advanced options
Step Introduction & Mouseover text The text users see when they point the mouse at the step.
The text appears only before the step is completed.
 Tip
Use this field to provide a brief description of what
users are expected to do during this step.
Step Name After Completion The name of the users see after the step is completed. If
you leave this field blank, the step name remains the name
specified in Step Name.
Reject Button Mouseover Text The text shown to users when they point the mouse at the
reject button. The reject button is used to send the form
back one step in the route map. This button only appears
in signature steps. It’s helpful to use this text to provide a
brief description of the reject action.
Step Mode Specifies the extent to which users can modify the con
tent of the form in this step.
○ Full Edit: Allows users to change any content in text

areas.
○ Comment Only: Only allows users to add evaluation
comments to the form.
○ Signature: Allows users to electronically sign the
form, but not to modify the content. Only applies to
steps in the Signature Stage and is the only option
available in that stage.
360 Reviews
Field Description
Exit Button Text The text for sending the form to the next step. This text
appears on the Routing options button or the dropdown
menu for the step. This text also appears on the button on
the confirmation page.
Step Exit Text The text that appears on the confirmation page before the
form routes to the next step.
 Tip
Use this field to let users know what they need to do
and what their action means.
Previous Step Exit Button Text The text for sending the form to the previous step. This
text appears on the Routing options button or the drop
down menu for the step.
This text also appears on the button on the confirmation

page.
Previous Step Exit Text The text that appears on the confirmation page before the
form is sent back to the previous step.
 Tip
Use this field to let users know what they need to do
and what their action means.
Step Id The ID that the system uses to identify the step internally.
It’s not the order of the step in the route map.
 Note
Step Id shouldn’t contain spaces or accented charac
ters.
4. Click Save at the left top of the page.
A route map is modified successfully.
360 Reviews
5.1.3 Associating a Route Map with a Form Template
Associate route maps with the 360 form templates you're using in Form Template Settings. You can also associate a
different route map with the form template that has had one.
Prerequisites
You’ve created a 360 review form template and the route map you want to use. Also, make sure that you have the
required permission. In Admin Center Manage Permission Roles [Permission Role] Permission…
Administrator Permissions Manage Form Templates , select Form Templates.
Context
Each form template has a route map associated with it. You can associate one route map with several form
templates. You can also change the route map associated with a form template.
If you change a route map after you associate it with a form template or associate a different route map with a form
template, the change is reflected only on new forms launched from the form template. All existing forms use the
original route map.
Procedure
1. Go to Admin Center 360 Reviews , select Form Template Settings.

2. Choose a form template.
3. Choose the route map you want to associate with this form template from the Routing Map dropdown list.
4. Click Update Form Template at the left bottom of the page.
The form template is successfully associated with the route map.
5.1.4 Roles
Learn about the standard and custom roles that are used in Performance Management.
Role Value Role Name Role Description
E Employee Employee
EM Manager Employee's direct manager
360 Reviews
Role Value Role Name Role Description
EMM 2nd Level Manager Employee's second-level manager
EX First Matrix Manager Matrix managers are the "dotted-line"

managers of employees. EX is the pri
mary matrix manager defined in the in
stance.
EP All Matrix Managers EP is all the matrix managers of employ

ees defined in the instance. For iterative
and collaboration steps only.
EH HR Rep. Employee's HR representative
EHM HR Rep.'s Manager Direct manager of employees' HR repre

sentative
U User A specific user. For single-role steps and

signature steps only.
O Originator User who creates the form
OM Originator's Manager Direct manager of the user who creates

the form
EA The second-level manager of an em Custom role. It is used for Compensation

ployee processes where the compensation hier
archy and workflow may be different
from the organization hierarchy. It can
also be used in the same way as the EM
role in Performance Management.
EMMM Employee's 3rd level manager Custom role
R Recruiter in Recruiting Custom role
W Second recruiter in Recruiting Custom role
Q VP of staffing in Recruiting Custom role
T Primary Coordinator in Recruiting Custom role
G Hiring Manager in Recruiting Custom role
S Sourcer in Recruiting Custom role
IF Family Expert Custom role. For signature steps only.
360 Reviews
5.2 Launch Forms
You can launch 360 Reviews forms from Admin Center Launch Forms .
If you want to launch forms for multiple employees, you can upload a .csv file with user IDs of employees you create
forms for.
On the Select Employees tab, there is a Upload Participant List feature that allows you to create forms with
predefined raters. It is only applicable for 360 Reviews forms, and will be disabled if any recurring schedule option is
selected on the Launch Date tab. In the upload file, the header row should include the following fields:
● SUBJECT_ID: User ID of form subject

● RATER_ID: User ID of rater who provides ratings on the form
● RATER_CATEGORY: Rater's category, such as peer and other.
 Note
To ensure that 360 forms are launched successfully, please do not include inactive users in the upload
participant list.
Related Information

5.3 Managing Employees' 360 Reviews Forms in Evaluation

Stage
You can complete or delete 360 forms from Admin Center Complete/Decline 360 documents .
Context
 Note
Complete/Decline 360 documents only works for 360 forms in Evaluation stage.
360 Reviews
Procedure
1. Go to Admin Center Complete/Decline 360 documents .

2. Type the employee username, and click Find Document.
3. Select the 360 form that you want to complete or delete, and then choose Complete document or Decline
document.
Task overview: Managing Forms Using Admin Center [page 97]
Related Information

5.3.1 Declining Multiple 360 Reviews Forms in Evaluation Stage
Use the mass decline option to decline multiple incomplete forms by uploading a CSV file with the affected
document ID's.
Context
You can mass decline all incomplete 360 evaluation forms by uploading a CSV file with the affected document IDs.
 Note
If you use the Admin Center Route Document tool to batch route forms, it can auto-decline the forms
that are in Evaluation stage.
Procedure
1. Go to Admin Center Complete/Decline 360 Documents and click the Mass Decline-Complete 360
Documents link.
2. In the Select Action dropdown, select Mass Decline 360 Evaluation Documents to decline 360 forms in
Evaluation stage.
360 Reviews
 Note
You can select Mass Complete 360 Documents to push the forms to completion.
3. Click Browse to upload a csv file with document IDs. The file should just contain one column with document
IDs, and should not have any column title.
4. Click Process and wait for the results of the import. If anything fails, the affected document IDs will appear.
5.4 Document Transfer for 360 Forms
Document transfer is used to transfer employee's documents from old manager to new manager when the
employee's manager is changed.
There are some business events that require employee's performance related documents to be transferred
between managers, for example, when the manager of a department is changed. Document transfer and related
features can be used to facilitate manual or automatic movement of documents between users.
To enable document transfer feature, the first step is to make sure that the document transfer options have been
checked on the Form Template Settings page. Then you need to configure document transfer in different tools, for
example, user import tool. Document transfer options should be configured at both the form template level and
user data level, but the form template level settings will override the settings on the user data level.
 Note
If you trigger 360 document transfer via People Profile, the following two options on Form Template Settings are
not supported:
● When transferring 360 documents from old manager's inbox folder to new manager, do not auto decline old
manager's participant forms in evaluation.
● When transferring 360 documents which are in evaluation stage, add new manager as a participant. (If new
manager is a removed participant, he/she will be re-added.)
Related Information

360 Reviews
5.4.1 User Import Tools
Document transfer is used to transfer documents from old manager to new manager. You can use the following
tools to import or update users and set up document transfer options. Before triggering document transfer, you
need to set up document transfer options in Form Template Settings.
Tool Description See more information at...
Employee Import This tool can be used in an instance Importing User Data
which has not enabled the Employee

Central feature. You can import multiple
users using Admin Center Employee
Import and then specify the document

transfer and removal options in the
Specify Form routing options section.
 Note
If you update employee's manager
using the import file but the employ
ee's new manager has not been
granted the User Login role-based
permission, forms will not be suc
cessfully transferred to the new
manager even though the import job
completes.
You can also request an Employee Import

job from Provisioning.
 Remember
As a customer, you don't have ac
cess to Provisioning. To complete
tasks in Provisioning, contact your
implementation partner. If you're no
longer working with an implementa
tion partner, contact SAP Cloud Sup
port.
360 Reviews
Manage User This tool can be used in an instance Updating Users
which has not enabled the Employee

Central feature. You can update users us
ing Admin Center Manage Users .
When you change the employee's man

ager in the Manager field and then save
the change, a window pops up asking if
you want to route the form to the new
manager. Click OK if you want to execute
document transfer.
HRIS Sync This tool can be used in an instance that Human Resource Information System
has Employee Central enabled. When an (HRIS) Synchronization
employee's Job Information data is up
Syncing HRIS Data
dated with a new Manager, on the Effec
tive Date of the Job Info record where the
Manager change is made, the system will
synchronize the manager change to ba
sic user data and will then transfer forms
based on the options you have enabled in
the HRIS Sync job.
HRIS Sync can be triggered in any of the

following ways: real-time sync integration
by UI operation, scheduled HRIS Sync
Job, and Employee Central data im
port.To create a scheduled HRIS sync job,
go to Provisioning [Your Company]
Manage Scheduled Jobs Create New
Job HRIS sync , and configure docu

ment transfer settings in Job
Parameters .
 Remember
As a customer, you don't have ac
cess to Provisioning. To complete
tasks in Provisioning, contact your
implementation partner. If you're no
longer working with an implementa
tion partner, contact SAP Cloud Sup
port.
360 Reviews
Basic Import This tool can be used in an instance that Importing Employee Data
has Employee Central enabled. You can
Configuring Basic User Options While
execute document transfer at the time of
Uploading the Basic Import Template
importing employee data. Go to Admin
Center Import Employee Data Basic
Import to submit a job.
 Note
If you use Matrix Manager and Customer Manager Import to import matrix manager and customer manager
for Succession Org Chart, this does not trigger document transfer.
5.4.2 Configuring Document Transfer in Form Templates
To enable document transfer feature for a specific Performance Management form, the first step is to make sure
that the document transfer options have been checked on the Form Template Settings page.
Context
 Note
If there’s no Matrix Manager checkbox under Automatic Manager Transfer options, go to Admin Center
Cross Talent Feature Settings and select Enable document transfer for Matrix Manager change .
Procedure
1. Go to Admin Center Manage Templates Performance Review , select the Performance Review form
where you wish to configure the document transfer settings.
2. Choose General Settings, and on the form template choose Advanced Settings.
The Managing Form Templates page opens.

3. Select the appropriate action from the following options as per your requirements:
360 Reviews
Select... To...
Do Not Transfer Documents If selected, forms don't get transferred when the manager is
changed regardless of any other settings you have else
where.
 Remember
This is for current step only. Do Not Transfer Documents
is not a feature to control all future manager steps, but
to prevent the form from moving at the time of import (it
allows current stakeholder to complete it and then move
it on). Future steps still reflect the manager changes.
 Caution
Problems can occur if you use this option and fail to set
template level permissions on the form appropriately. If
you change the person's real manager in your user im
ports, but use this setting to keep the document with
the old manager, then remember the old manager is no
longer the official EM role. Therefore, none of the EM
permissions you set the form up with will apply to the
old manager. The old manager will not be able to per
form any actions that were restricted to EM. You should
only enable this option when there are no longer any EM
actions left to complete in the workflow.
If Do Not Transfer Documents is selected, you can also con

figure the EP role (all matrix managers) as reviewers in itera
tive steps. When the EP role is changed during the EP role re
view steps, matrix managers who currently review forms
keep the forms. Meanwhile, the matrix manager reviewer list
for future review is updated according to the latest changes.
 Example
The EP role, EX1, EX2, and EX3 participate in an iterative
step of a performance review. Currently, EX2 is review
ing the form. See the following table for the use cases of
EP role changes:
Matrix Manager Reviewer

EP Role Change List
Add EX4 EX1, EX2, EX3, and EX4
Remove EX1 EX2 and EX3
Remove EX2 EX1, EX2, and EX3
360 Reviews
Select... To...
Matrix Manager Reviewer

EP Role Change List
 Note
Since EX2 is review
ing the form, EX2 is
still in the reviewer
list. When the form is
sent to another user,
EX2 is no longer in the
reviewer list.
Remove EX1, EX2, and EX2

EX3
 Note
Since EX2 is review
reviewer list.
Adjust the order of EX1 EX2, EX1, and EX3

and EX2
Update EX2 to EX4 EX1, EX4, EX3, and EX2
 Note
Since EX2 is review
reviewer list.
360 Reviews
Select... To...
Automatic Manager Transfer Transfer the document from the old direct manager or ma
trix manager to the new direct manager or matrix manager,
when the employee’s manager is changed to a new one.
There are several types of document transfer options as

mentioned below:
○ Automatic insertion of new manager as next document
recipient if not already: Select this option to make the
new manager a part of the review process and remove
the old manager from accountability going forward.
○ Automatic Inbox Document Transfer To New Manager: If
enabled, all the documents are moved from the old
manager's Inbox to the new manager's Inbox.
○ Automatic En Route Document Transfer To New
Manager: If enabled, all the documents are moved from
the old manager's En Route folder to the new manager's
En Route folder.
○ Automatic Completed Document Copy to New Manager:
If enabled, all the documents are moved from the old
manager's Completed folder to the new manager's
Completed folder.
○ Hide Visibility After Document Transfer (not supported
for 360 forms): If enabled, the visibility of the form will
be hidden from the old manager, after the form gets
transferred to the new manager.
○ Automatic Process Owner Change To New Manager For
In-Progress Documents When Old Manager is Process
Owner (Only for 360): If enabled, the process owner for
360 in-progress documents will be changed from the
old manager to the new manager.
 Note
The process owner is the last Modify step user.
○ Automatic Process Owner Change To New Manager For

Completed Documents When Old Manager is Process
Owner (Only for 360): If enabled, the process owner for
360 completed documents will be changed from the old
manager to the new manager.
 Note
The process owner is the last Modify step user.
4. Click Update Form Template to save the changes.
360 Reviews
5.4.3 Important Notes about Document Transfer Options
Before you begin configuring the document transfer options in Form Templates, review the notes and details about
all the available options.
The document transfer options do not manage the full workflow of the form. It controls the form in the current step
if it meets certain rules. For example, Inbox Manager Transfer only applies to manager roles, and only takes effect if
the form is in the Inbox of that manager at the time of the import. Otherwise it has no effect at all.
 Note
If an employee's manager is changed from A to B and document transfer is not enabled yet, manager A keeps
the employee's form. If the manager is changed again from B to C and document transfer is enabled, document
transfer doesn't work because the form is not in manager B's form folder. If an employee's manager is deleted
from the system and a new manager is added, document transfer is not triggered. In these cases, admins
should manually route the form to next step using Route Form.
Performance Management v12 Acceleration supports the following types of document transfer options as
mentioned below:
● Automatic insertion of new manager as next document recipient if not already

Select this option to make the new manager a part of the review process and remove the old manager from
accountability going forward. When you use this option, if the new manager is not the next person to receive
the form, the next person to receive the form is the employee or the HR person then this option explicitly tells
the system to insert the new manager into the process at a point that the manager was not otherwise going to
be.
 Note
○ Do not enable this option unless this needs to be an official part of your workflow.
○ The old manager will retain a 'copy' of the form once it is moved to the new manager.
○ The old manager's form will not get updated with any new information.
○ Applicable for Manager and Matrix manager .
○ If the new manager was already going to be the next step, then this has no effect.
○ Not recommended especially later in the year when it doesn't make sense for a new manager to be
inserted into the workflow, for example when forms are in signature step. This might not be desirable if
the new manager has had no insight into the history of this form.
○ This is inserting an unplanned step (Alternate Route User Step) into your route map. This unplanned
step might introduce a security hole and make certain data visible.
● Automatic Inbox Document Transfer To New Manager

Move documents from the old manager's Inbox to the new manager's Inbox.
○ This transfers the in-progress document out of the old manager's hands into the new manager's..
○ The old manager will retain a 'copy' of the form.
○ If the form is NOT in the inbox of the current (or old) manager at the time of transfer, then this setting has
no effect. It will remain with whoever had the form. it's only purpose is to move a form with the manager to
the new manager, not transfer it out of the hands of any other person.
● Automatic En Route Document Transfer To New Manager
Move documents from the old manager's En Route folder to the new manager's En Route folder.
360 Reviews
○ The old manager will retain a 'copy' of the form.
○ If the form is NOT in the En Route folder of the current (or old) manager, then this setting has no effect.
● Automatic Completed Document Copy to New Manager
Move all completed documents about the employee to the new manager's Completed folder.
○ This sends a copy of the completed document to the new manager.
○ The old manager will retain the original completed version.
● Automatic Process Owner Change To New Manager For In-Progress Documents When Old Manager is Process
Owner (Only for 360)
Select this option to change the process owner of 360 in-progress documents to new manager, if the old
manager is the process owner.
○ If the new manager is a rater, he or she can access the 360 in-progress documents in Inbox. If the new
manager is not a rater, he or she can access the 360 in-progress documents in the En Route folder.
○ The old manager will retain access to the form.
○ Applicable for Manager and Matrix manager.
● Automatic Process Owner Change To New Manager For Completed Documents When Old Manager is Process
Owner (Only for 360)
Select this option to change the process owner of 360 completed documents to the new manager, if the old
manage is the process owner.
○ The new manager can access the form in the Completed folder.
○ The old manager will retain access to the form.
○ Applicable for Manager and Matrix manager.
5.5 Using 360 Executive Review
360 Executive Review allows super HR roles or other users to monitor form status and access 360 forms even if
they are not on the route map.
Prerequisites
Before using 360 Executive Review, enable the following in Provisioning:
● 360 Multi-Rater
● Role-based Permissions (RBP)
● Enable 360 Executive Review Page - requires 360 Multi-Rater and Role Based Permission
 Remember
Support.
360 Reviews
To grant users the permission for 360 Executive Review, go to Admin Center Manage Permission Roles
Permission Administrator Permissions and select 360 Executive Review under Manage Documents.
Context
 Note
If the logged-in user is on the form route map or is the manager of form subject, he or she cannot access the
form using 360 Executive Review.
Procedure
1. Go to Admin Center Performance and click the 360 Executive Review tab.
2. On the 360 Executive Review page, apply filters, for example Template Name and Form Status, to filter the
forms.
3. Expand Forms Summary for two pie charts indicating the number and percentage of forms in the filtered form
status and due date status.
4. In the fom list, you can view the form status and current step, and do the following:
○ Mass route forms forward or backward using the Send to Previous Step or Send to Next Step button.
 Note
Mass routing will be synchronous when the number of forms being routed is no greater than 20. If you
select more than 20 forms to be mass routed, a job will then be triggered in Provisioning.
○ Click and open a form to modify it based on the current route step. For example, you can add or remove
raters when the form is in the Modify stage.
An email will be sent to the current step owner once the form has been modified in the following scenarios:
○ Delete an already launched form
○ Add or remove participants.
○ Add or remove competencies
○ Send Back the form
○ Mass route forms
Task overview: Managing Forms Using Admin Center [page 97]
Related Information

360 Reviews
360 Reviews
6 Detailed 360 Report
After a 360 Reviews form is completed, you can view its detailed 360 report, which provides both an overview and
an in-depth look at employees' ratings.
Features
● Four report views:

○ Graphical Summary
○ Gap Analysis
○ Hidden Strengths and Blind Spots
○ Rank
To understand these four views, see Views in Detailed 360 Report [page 124].
● Customized print view (Only available in 360 Reviews - SAP Fiori Version): Instead of printing the report in all
available views, you can customize specific views to print.
Limitation
For both the 360 v11 and 360 Fiori versions, if more than 100 participants are added to a 360 Reviews form to
provide feedback, only 100 pieces of the participants’ feedback can be included in the Detailed 360 Report. The
included feedback is selected by the system randomly. But for the 360 Fiori version, the subject's feedback will
always be included in the Detailed 360 Report.
Views in Detailed 360 Report [page 124]

After a 360 reviews form is fully completed, you can review a detailed 360 report that contains four views.
They're Graphical Summary, Gap Analysis, Hidden Strengths and Blind Spots, and Rank.
Configuring Instructions on the Detailed 360 Report [page 126]

You can allow admins to create instructional text for the Detailed 360 Report.
Enabling Rank View in Detailed 360 Report [page 127]

On the Rank view, managers can see employee’s competency ratings from highest first or lowest first to
identify employees' strengths and development areas.
Benchmark Ratings [page 128]

A benchmark rating is an average rating of a competency of a job code. Companies can use the benchmark
rating to compare an employee's rating against the average rating.
360 Reviews
Detailed 360 Report PUBLIC 123
6.1 Views in Detailed 360 Report
After a 360 reviews form is fully completed, you can review a detailed 360 report that contains four views. They're
Graphical Summary, Gap Analysis, Hidden Strengths and Blind Spots, and Rank.
Graphical Summary
The Graphical Summary view is the default opening view of a detailed 360 report. It provides an overview of ratings
broken down by individual raters and categories of raters along with comments given on the ratings.
 Note
In 360 Reviews - SAP Fiori Version, a radar chart is used to display item ratings for competencies under the
Graphical Summary tab. The chart only shows competency that has at least three rated items.
This view includes the following areas:
● The Overall Rating section (The counterpart in 360 Reviews - SAP Fiori Version is the Overview section.)
displays an average rating by each category of raters and all raters. With specific configurations, the section
can also display weighted sum rating of all raters, or of all raters except the employee. Minimum and maximum
ratings are also available.
 Note
Minimum and maximum ratings aren’t available in 360 Reviews - SAP Fiori Version.
● In the Competency and the Goal sections, average ratings of all raters and comments are displayed by sections
and items.
Gap Analysis
The Gap Analysis view allows you to know if there's a significance difference in the ratings between the two
categories of raters.
You can show the Gap Analysis view by going through the following steps:
1. Go to Admin Center 360 Reviews Form Template Settings .

2. Select or clear Enable Gap Analysis View from Detailed 360 Report.
3. Click Update Form Template.
Details about the different colors shown in the Gap Analysis view:
There are five possible colors on the gap analysis chart, that is, on the first two columns where you select the two
columns to compare. For the actual gap, it’s only red or green depending on the direction of the gap. So, for the first
two columns the change in color depends on the percentage of the rating in the scale. For example, a rating of 3.45
on a 1–5 scale equals 61.25%, and not directly mapped to ratings (so we can support different rating scales with
the same five colors).
360 Reviews
124 PUBLIC Detailed 360 Report
Here’s the breakdown of what percentage the rating represents and what color is displayed:
● 25% and under = red

● More than 25% up to and including 41% = orange
● More than 41% up to and including 59% = yellow
● More than 59% up to and including 75% = light green
● Everything else (more than 75% and up) = green
 Note
In 360 Reviews - SAP Fiori Version, there're only two colors shown in the Gap Analysis view. One is green, which
represents positive value; The other is red, which represents negative value.
Hidden Strength and Blind Spot
The Hidden Strengths and Blind Spots view allows you to see whether there’s a significant difference between how
employees rate themselves compared with how others rate them. The view includes two sections:
● The Hidden Strength section displays the competency or the goal on which employees rate themselves lower
than others rate them by a defined amount.
● The Blind Spot section displays the competency or the goal on which employees rate themselves higher than
others rate them by a defined amount.
You can show this view by configuring it in XML form template. Below is a sample configuration.
 Sample Code
Rank
The Rank view allows you to see all competencies or behaviors across all sections.
You can show the Rank view on the report by going through the following steps:
1. Go to Admin Center 360 Reviews Form Template Settings .

2. Select Enable Rank View from Detailed 360 Report.
3. Click Update Form Template.
Parent topic: Detailed 360 Report [page 123]
360 Reviews
Related Information

6.2 Configuring Instructions on the Detailed 360 Report
You can allow admins to create instructional text for the Detailed 360 Report.
Context
 Note
● Instructions are only shown on the Graphical Summary View and do not appear on any other view.
● Instructions are set at the Form Template. This means that admins need to determine how they want to use
the report and compose their instructional text before the actual forms are created for their users. We
recommend that Professional Services demonstrate this to admins.
● If instructional text is used, then it will be displayed by default on the Detailed 360 Report. A display option
will be available to hide the instructional text if desired by the user.
● If instructional text is not used, then the instruction section will be invisible, and no option to show/hide will
be available. This allows for backwards compatibility for existing customers who do not use this feature.
● HTML rendering is not supported by the instructional field.
Procedure
1. While creating the 360 form template, enter the instructional text in the form xml editor in Provisioning. This
text is stored in the <instruction-sect> tag in the form xml.
 Remember
Support.
2. Use the template to create a test form and verify that the instructions appear correctly before you create live
forms.
360 Reviews
Results
The Instructions section shows up on the Detailed 360 Report.
Task overview: Detailed 360 Report [page 123]
Related Information

6.3 Enabling Rank View in Detailed 360 Report
On the Rank view, managers can see employee’s competency ratings from highest first or lowest first to identify
employees' strengths and development areas.
Context
You can rank competencies or behaviors across sections. The related ratings can be ranked by available rating
sources. Ensure that the ranking is numbered to identify the top 5, or top 10 ratings or so on. The report doesn’t
include the comments in Rank view. Only ratings are displayed on the report.
Procedure
1. Go to the Admin Center Form Template Settings .

2. Choose a 360 Reviews form template.
3. Select Enable Rank View from Detailed 360 Report.
4. Save your changes.
Results
You can find the Rank view in detailed 360 reports.
360 Reviews
Task overview: Detailed 360 Report [page 123]
Related Information

6.4 Benchmark Ratings
A benchmark rating is an average rating of a competency of a job code. Companies can use the benchmark rating
to compare an employee's rating against the average rating.
There's only one benchmark rating per competency per job code. When you apply benchmark ratings to forms, for
completed forms, a benchmark rating bar appears in each competency's bar charts in the Graphical Summary and
Rank View report.
The benchmark ratings shown in the report are taken from the last benchmark ID that was applied to the form. The
benchmark ID is created when a benchmark calculation is completed. It represents the group of each
competency's average rating in one benchmark calculation.
How Benchmark Ratings Are Calculated
A benchmark rating is calculated by averaging all ratings for a competency of a job code, including the self-rating.
All individual ratings are equally weighted. You can't apply weights to make any individual raters or groups' ratings
worth more.
 Note
Only completed 360 forms are included for the calculation of benchmark ratings. If there are incomplete 360
forms that fall within the filter criteria, no participant ratings from those reviews are included in the calculation.
The calculation of benchmark ratings is based on job code assignment. So, all individuals within the company
who have the same job code (defined in User Directory and set for each employee) have their ratings averaged
together. The only way to exclude specific people's ratings from this benchmark is to exclude them from the job
code, or not create a form instance for them.
 Example
John Doe has a 360 form created for him. Jane Smith also has a 360 form created for her. Both John and Jane
have the same job code and are rated on the same five competencies, plus one specific to each of them. The
ratings for these forms are as follows:
360 Reviews
John Doe's Manager Rat
360 Reviews Self-Rating ing Rater 1 Rater 2 Rater 3 Rater 4
Competency 1 4 3 4 2 2 1
Competency A 2 2 1 / / 3
Jane Smith's Manager Rat

360 Reviews Self-Rating ing Rater 1 Rater 2 Rater 3 Rater 4
Competency B 4 4 5 5 3 3
Competency Benchmark Rating
Competency 1 2.667
Competency 2 3.667
Competency 3 3
Competency 4 2.333
Competency 5 2
Competency A 2
Competency B 4
 Note
Competencies 1–5 are averaged over 12 distinct ratings, Competency A four distinct ratings, and
Competency B six distinct ratings.
Creating Benchmark Ratings [page 130]

To use benchmark ratings in Detailed 360 Report, create benchmark ratings first.
Applying Benchmark Ratings to Forms [page 131]

To use benchmark ratings in Detailed 360 Report, apply the benchmark ratings that you've created to
forms.
Parent topic: Detailed 360 Report [page 123]
360 Reviews
Related Information

6.4.1 Creating Benchmark Ratings
To use benchmark ratings in Detailed 360 Report, create benchmark ratings first.
Prerequisites
You're granted with the Calculate 360 Benchmark Ratings permission.
Procedure
1. Go to Admin Center, choose 360 Reviews Calculate 360 Benchmark Ratings .

2. Select the 360 forms for which you want to create benchmark ratings. You can select multiple form templates.
3. (Optional) Select a date range for the start date, due date, and end date of the forms. Use these filters to
exclude the forms you don't want to calculate.
4. Choose Create New Benchmark Ratings.
A batch process starts to generate the average ratings for each competency of a job code. You receive an email
when the process is complete.
Results
When the benchmark ratings are created, they're given a benchmark ID. The benchmark ratings are stored but are
not automatically applied to the forms.
Task overview: Benchmark Ratings [page 128]
Related Information
Applying Benchmark Ratings to Forms [page 131]
360 Reviews
6.4.2 Applying Benchmark Ratings to Forms
To use benchmark ratings in Detailed 360 Report, apply the benchmark ratings that you've created to forms.
Prerequisites
You've created benchmark ratings for the forms that you want to display benchmark ratings. You can only apply the
benchmark ratings to the forms that were used to create the benchmark ratings.
Context
A form can support only one benchmark ID at a time to determine the benchmark ratings for comparison. If the
form has been used in multiple benchmark calculations, the benchmark ratings from the last benchmark ID are
applied to the form.
Procedure
1. Go to Admin Center, choose 360 Reviews Calculate 360 Benchmark Ratings .

2. In the benchmark ID section, choose Apply Benchmark To Forms.
"Benchmark has been applied to forms" is reminded under the benchmark calculation information.
Next Steps
If you want to know which forms were included in a benchmark calculation, choose Download Benchmark Data to
get the benchmark calculation information, including form ID and benchmark ID.
If needed, you can delete an existing benchmark ID by choosing Delete Benchmark. If you delete the benchmark ID
that is in use, those forms that are using the benchmark ID no longer display benchmark ratings in Detailed 360
Report.
Task overview: Benchmark Ratings [page 128]
Related Information
Creating Benchmark Ratings [page 130]
360 Reviews
7 E-mail Notifications for 360 Reviews
This topic discusses different e-mail notifications for 360 Reviews and common tokens used in the e-mail body.
E-mail Notifications for 360 Reviews
You can configure e-mail notifications so that the target recipients can receive notifications through e-mails when
the related action is finished. The following table discusses different e-mail notifications for 360 Reviews.
For information on how to configure e-mail notifications, refer to Configuring e-mail Notifications
Notification Description
Document Creation Notification Document Creation Notification is sent to the first step owner
in the route map when the form is created.
Document Deletion Notification Document Deletion Notification is sent to a user when the form
is deleted. You can choose the e-mail recipients on the E-Mail
Notification Templates.
Document Completed Notification Document Completed Notification is sent when the form is
completed. You can choose the e-mail recipients on the E-Mail
Notification Templates.
Document Due Notification Document Due Notification is sent to users when the form in
their Inbox is approaching the due date.
Step Due Notification Step Due Notification is sent to users when the form in their In
box is approaching the due date for a particular step in the
route map.
 Note
When the notification is sent depends on the number of
days (for example, 7) that is specified in Default Due
Notification Date (in days) on the Form Template Settings
page and Step Due Date . In the example, the step owner
will receive the Step Due Notification seven days before
the step due date.
360 Document Approval Notification 360 Document Approval Notification is sent to users who are
being requested to provide approval for rater selection.
360 Document Evaluation Notification 360 Document Evaluation Notification is sent to users who are
being requested to complete the evaluation.
360 Document Evaluation Notification for External Participant 360 Document Evaluation Notification for External Participant
is sent to external users who are being requested to complete
the evaluation.
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Notification Description
360 Document Kickoff Notification 360 Document Kickoff Notification is sent to a 360 form sub
ject, informing him or her of the final approved selection of
feedback team members, when a 360 form is sent to the Eval
uation Stage.
360 Document Complete Notification 360 Document Completed Notification is sent to a 360 proc
ess owner, informing him or her that a 360 participant has
completed the form.
360 Document Reject Notification 360 Document Reject Notification is sent to a 360 process
owner, informing him or her a 360 participant has rejected the
form.
360 Document Send Back Notification 360 Document Send Back Notification is sent to a 360 rater,
informing him or her that a form is sent back to their Inbox for
re-evaluation.
Tokens used in e-mail notification
In the E-mail Body, you might see the following tokens which are used to populate data from the document into the
text of 360 Reviews e-mail notification.
Token Definition
[[SIGNATURE]] Signature
[[DOC_TITLE]] Title of document
[[SENDER]] Sender of document
[[DOC_DUE_DATE]] Due date of this document
[[REVIEW_END_ON]] End date of this review
[[IS_WAS_DUE_ON]] Due date of this document
[[IS_WAS_DUE_ON_LONG]] Due date of this document
The example of date format is November 20, 2018
[[DOC_COMMENT]] Comment from sender to be included in e-mail
In e-mail notifications such as Document Routing Notification

and 360 Document Reject Notification, this token is configured
by default. After users enable these notifications, they can en
ter comments in the Email Notification Comments box when
routing forms.
 Note
If [[DOC_COMMENT]] is removed from the E-mail Body,
users cannot see the Email Notification Comments box
when sending the form to next step.
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E-mail Notifications for 360 Reviews PUBLIC 133
Token Definition
[[NO_OF_DAYS]] Number of days between the current date and due date
[[EMP_NAME]] Subject's name
[[EMP_USER_ID]] Subject's ID
[[EMP_PASSWORD]] Subject's password
[[RECIPIENT_USERNAME]] Recipient's username of this document
[[RECIPIENT_NAME]] Recipient's full name of this document
[[DOC_COMPLETION_DATE]] Date of document completion
[[DOC_LASTMODIFIED_DATE]] Last modified date of the document
[[DOC_ACCESS_URL]] Link of the document
 Note
This token is not supported in the e-mail notifications for
external users.
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8 Ad Hoc Reporting for 360 Multi-Rater
Subjects
You can create 360 Multi-Rater Subject domain ad-hoc reports to track the 360 review feedback for employees.
The Ad Hoc Reports can provide you details about the employees (subjects), their reviewers (participants), and the
feedback the employees receive on competencies, behaviors, goals, and performance, and so on.
For more information on setting up ad hoc reporting, refer to the Implementing Ad Hoc Reporting guide.
For more information on using the ad hoc reports, refer to the Ad Hoc Report Builder guide.
Reporting Participant Names When Form is Anonymous:
Ad Hoc Reporting does not display participant names when the 360 form is anonymous. If you want to report the
participant names for anonymous forms, you can create a Anonymous 360 Status spreadsheet report which helps
you find out how many 360 forms are still in progress, which participants have not completed their reivews yet and
how many forms they still need to complete.
How to create Anonymous 360 Status spreadsheet report

1. Enable the Anonymous 360 Status Report in your system
Go to Provisioning Company Settings and select Import all Standard RDFs . Then save the change and log
out from Provisioning. Next, go back to Provisioning, choose Import/Update/Export RDFs Anonymous 360
Status Report and click Save Changes.
 Remember
Support.
2. Obtain the Anonymous 360 Status Report role-based permission

Admins go to Admin Center Manage Permission Roles User Permissions Reports Permission
Spreadsheet Report Privilege Other and grant users the Anonymous 360 Status Report permission.
3. Run the Anonymous 360 Status Report
Navigate to Admin Center Reporting Switch to Classic Reporting Spreadsheet Reports and choose
Anonymous 360 Status Report .
360 Reviews
Ad Hoc Reporting for 360 Multi-Rater Subjects PUBLIC 135
8.1 Creating 360 Multi-Rater Ad Hoc Report
You can generate ad hoc reports on 360 Reviews.
Procedure
1. Launch the application, and go to the Reporting module.

2. Click the Analytics tab, and under Reports, click Ad Hoc Reports.
3. Click Create New Report.
4. For the Report Type field, select Single Domain Report.

5. From the Report Definition Type dropdown, select 360 Multi-Rater 360.
6. Click Create.
7. Under the General Info tab, enter Report Name, Description, and set the Report Priority.
8. To include the employees to be considered while generating the report, click the People tab, and under Define
Report Scope, click Refine Criteria.
9. In the Define Team dialog box, select Team Manager, select Team Reporting Type and click OK.
10. Go to the Data Sets tab, click Select Template, select the 360 template, and click OK.
11. Then, to configure the fields that you need in your ad hoc report, click the Columns tab.
12. In the Edit Columns section, click Select Columns. The Select Columns dialog box appears.
 Note
To improve performance, a Participant Feedback Status (New) column is introduced. The difference
between the Participant Feedback Status (New) column and the existing Participant Feedback Status
column is as follows:
○ The Participant Feedback Status column contains different feedback statuses including Declined and
Passive Declined. Declined means that participants decline to modify the form, while Passive
Declined means that the form is declined by the Auto Route Job in the system.
○ In the Participant Feedback Status (New) column, however, there is no Passive Declined status, and the
Declined status contains the data of both active decline by participants and passive decline by the Auto
Route Job.
13. Select the columns you need in your report.

14. Under the Filter tab, click Refine Criteria, select filters as follows:
a. Select a filter. The filter definition dialog appears.
b. Use either the By My Selection tab or the By Rule tab, and complete the definition.
c. Click Done.
15. Click Save.
16. Click Preview to check whether the report generates all the information you need.
360 Reviews
136 PUBLIC Ad Hoc Reporting for 360 Multi-Rater Subjects
Results
You have successfully created your ad hoc report.
 Note
When creating rating scales for 360 Reviews forms, you can configure rating descriptions in your own language.
However, in ad hoc reports, the system doesn't support localizing rating descriptions in the language you've
configured before, but showing the default language of rating scales.
Overall ratings may be displayed differently in 360 Reviews forms, Detailed 360 reports, and ad hoc reports.
This is because the number of decimal places are configured differently in forms, detailed reports, and ad hoc
reports. Also, in detailed reports, the "All" rating is the average rating of all raters except the employee self.
360 Reviews
Ad Hoc Reporting for 360 Multi-Rater Subjects PUBLIC 137
9 Integration of 360 Reviews with Career
Development Planning
You can integrate the development goal plan with 360 Reviews and view the development goals in the detailed 360
report. You can similarly integrate Learning with 360 Reviews too.
Note the following:
● Allow users to access the subject's CDP plan to view or add development goals for the subject.
● There is no permissioning on this feature. If enabled, it will allow anyone who has access to the Detailed 360
Report to modify CDP goals for the subject.
● When the feature is enabled, the link will always use the default CDP plan
● You cannot specify which plan to use if there is more than one CDP plan in the company instance, other than by
setting the default plan
● CDP Links will only be available for the Graphical Summary View and the Rank View. Gap Analysis, Hidden
Strengths and Blind Spots Views do not offer this functionality.
 Note
To use this feature you need to have created a valid CDP template created for the company instance, and set it
as the default CDP plan. The plan must contain goals.
1. In the 360 form template, enable the option "embed-cdp-goals=true".
 Note
If forms have already been created, you will need to change this setting in the xml for each form.
2. Navigate to the summary view for the desired 360, then open the Detailed 360 Report. The Development Goals
link is available from the Graphical Summary View and the Rank View
3. Click the Development Goals link. The Development Goals dialog box displays the development goals that
currently exist for this person and this competency.
4. Click Add Development Goal, then, in the next dialog box, add or edit the goals.
5. Finally, click Save and then Finish to return to the 360 report.
 Note
To integrate with Learning, both the logged-in user and the form subject must have learning access permission.
To enable this option, in Provisioning, select Form Template Administration <the specific template> then
select Enable Learning Integration.
 Remember
Support.
360 Reviews
138 PUBLIC Integration of 360 Reviews with Career Development Planning
When this option has been enabled, Assign Learning appears below each competency description on the form.
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Integration of 360 Reviews with Career Development Planning PUBLIC 139
10 Mobile 360 Reviews
10.1 Enabing Mobile 360 Reviews
This section discusses how to enable Mobile 360 Reviews.
Context
To enable Mobile 360 Reviews, perform the following:
Procedure
1. Enable 360 Multi-Rater in Provisioning.
 Remember
As a customer, you do not have access to Provisioning. To complete tasks in Provisioning, contact your
Implementation Partner. If you are no longer working with an Implementation Partner, contact SAP Cloud
Support.
2. Go to Admin Center Enable Mobile Features , and on the Mobile Settings page, select 360 Multi-Rater
under Talent Module.
Results
Mobile 360 Reviews feature has been successfully enabled on your mobile device.
10.2 Mobile 360 Reviews Feature Support
This section lists out the features supported by Mobile 360 Reviews.
There are four kinds of Mobile status regarding Mobile 360 Review features:
● Supported: This feature is available for Mobile 360 Reviews.

● Partially Supported: This feature is available for Mobile 360 Reviews, but there is a gap between Mobile and
desktop applications.
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140 PUBLIC Mobile 360 Reviews
● Not Supported: This feature is not available for Mobile 360 Reviews, and not included in the roadmap plan
either.
● Planned: This feature is not currently available for Mobile 360 Reviews, but has been included in the road map
plan.
Supported Operating Systems
SAP SuccessFactors Mobile APP Mobile Status
iOS (iPhone and iPad) Supported
Android Supported
Use Case
360 Use Case Mobile Status
Raters provide feedback for an employee Supported
360 Evaluation Form is created by choosing Raters, Compe Planned

tencies/Objectives etc.
Summary of the Evaluations Planned
360 Form Sections
360 Form Sections Mobile Status Notes
Performance Goal/Objective Partially Supported See Performance Goal/Objective Sec

tion below for details
Competency Partially Supported See Competency Section below for de

tails
Development Goal/Objective Partially Supported See Development Goal/Objective Sec

tion below for details
Summary Partially Supported See Summary Section below for details
Rater Section Planned
Custom Supported
Signature Not Supported
Introduction Not Supported
Review Information Not Supported
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Mobile 360 Reviews PUBLIC 141
360 Form Sections Mobile Status Notes
User Information Not Supported
Job Description Not Supported
Route Map Stages
Route Map Stage Mobile Status Notes
Modify Planned
Evaluation Supported
Signature Not Supported
Completion Not Supported
Roles
All Roles are supported.
Rating Option
Only Rating Option= 0 is supported.
Rating Scale
Rating Scale Mobile Status Notes
Circle icon scale Supported ● Only circle icon is supported on mo

bile
● If the value of the scale is more than
5, all scales are displayed in a drop
down
● 1-3 Supported Without numeric rating values, all scales

● 1-5 are displayed in a dropdown
● 1-7
● Build your own
360 Reviews
Required Fields
Required Fields Mobile Status Notes
Required Fields Partially Supported Required field validation on submission is

supported, but currently it is not possible
to show the user if the Overall Manual
Rating in the Summary section is re
quired.
Character Limits
Character Limits Mobile Status Notes
Comments Fields Partially Supported Character limit validation on submission

is supported but it is not currently possi
ble to show the user if they are under or
over the character limit settings in real-
time.
Performance Goal/Objective Section
Performance Goal Section Mobile Status Notes
View Performance Goal Partially Supported View name and metric field only
Performance Goal Rating Supported View and Edit
Performance Goal Rating Scale Descrip Supported

tion
Performance Goal Comments Partially Supported ● View & edit

● Plain text only. See Rich Text Editor
section below for RTE expected be
haviors.
Section Introduction Partially Supported Plain text only. See Rich Text Editor sec
tion below for RTE expected behaviors.
Performance Goal section comment Partially Supported Plain text only. See Rich Text Editor sec
Add Performance Goal Supported
Edit Performance Goal Supported
Delete Performance Goal Supported
Custom Elements Not Supported
360 Reviews
Development Goal/Objective Section
Performance Goal Section Mobile Status Notes
View Development Goal Partially Supported View name and metric field only
Development Goal Rating Supported View and Edit
Development Goal Rating Scale Descrip Supported

tion
Development Goal Comments Partially Supported ● View & edit

haviors.
Development Goal section comment Partially Supported Plain text only. See Rich Text Editor sec
Add Development Goal Supported
Edit Development Goal Supported
Delete Development Goal Supported
Competency Section
Competency Section Mobile Status Notes
View Competency Partially Supported View name, weight, and description only
Competency Rating Supported View and Edit
Competency Rating Scale Description Supported
Competency Comments Partially Supported ● View and edit

haviors.
Competency section comment Partially Supported Plain text only. See Rich Text Editor sec
tion below for RTE expected behaviors
Competency Behaviors Not Supported
Add Competency Planned
Delete Competency Planned
360 Reviews
Summary Section
Summary Section Mobile Status Notes
Calculated Rating Supported
Adjusted Calculated Rating Supported
Overall Manual Rating Partially Supported Required field validation on submission is

supported, but currently it is not possible
to show the user if this field is required
Introduction Partially Supported Plain text only. See Rich Text Editor sec
Comment Supported Plain text only. See Rich Text Editor sec
Summary section table Not Supported
Other Features
Other Features Mobile Status Notes
EZ-Rater Not Supported
Rich Text Editor (Not supported)
Rich Text Editor (RTE) or text formatted with an RTE is not currently supported in Mobile 360 Reviews
If you are using RTE for comment fields, please be aware of the following impacts:
● If text is formatted using RTE on the web, and then edited in the Mobile application, the formatting will be lost
in both the web and Mobile applications. Only HTML tags will be visible.
● If text if formatted using RTE on the web , and then viewed in the Mobile application, the text will be displayed
without any formatting.
360 Reviews
11 Data Protection and Privacy
11.1 Centralized Data Protection and Privacy
Data protection and privacy features work best when implemented suite-wide, and not product-by-product. For this
reason, they are documented centrally.
The Setting Up and Using Data Protection and Privacy guide provides instructions for setting up and using data
protection and privacy features throughout the SAP SuccessFactors HXM Suite. Please refer to the central guide
for details.
 Note
SAP SuccessFactors values data protection as essential and is fully committed to help customers complying
with applicable regulations – including the requirements imposed by the General Data Protection Regulation
(GDPR).
By delivering features and functionalities that are designed to strengthen data protection and security
customers get valuable support in their compliance efforts. However it remains customer’s responsibility to
evaluate legal requirements and implement, configure and use the features provided by SAP SuccessFactors in
compliance with all applicable regulations.
Related Information
Setting Up and Using Data Protection and Privacy
11.2 Data Retention Management
Identify which data purge function in the Data Retention Management tool meets your data protection and privacy
requirements.
The Data Retention Management tool supports two different data purge functions: the newer data retention time
management (DRTM) function and legacy non-DRTM function.
 Remember
We encourage all customers to stop using the legacy purge function and start using data retention time
management (DRTM) instead. To get started using this and other data protection and privacy features, refer to
the Data Protection and Privacy guide.
360 Reviews
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If you already use the legacy data purge function as part of your current business process and you are sure that it
meets your company's data protection and privacy requirements, you can continue to use it, as long as you aware
of its limitations.
 Note
If you are using the legacy data purge function, you can only purge a calibration session when there is at least
one facilitator assigned to the session.
 Restriction
Be aware that the legacy data purge function may not meet your data protection and privacy requirements. It
doesn't cover the entire HXM Suite and it doesn't permit you to configure retention times for different countries
or legal entities.
In the longer term, we recommend that you also consider adopting the newer solution. In the meantime, to use
legacy data purge, please refer to the guide here.
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Data Protection and Privacy PUBLIC 147
12 Using the Check Tool
Use the check tool to find potential problems and errors in your configuration before you call support about an
issue.
Prerequisites
Enable Metadata Framework. Most customers already use Metadata Framework.
Assign Access Check Tool and Allow Configuration Export to your role in Role-Based Permissions (RBP). If you want
to use the Quick Fix feature for the checks that have it, assign the Allow Check Tool Quick Fix permission too,
● Access Check Tool authorizes users to access the tool.

● Allow Configuration Export authorizes users to attach configuration information to a ticket.
● Some checks have a quick fix, which can be used to immediately correct any issues found by that check.
Assign the Allow Check Tool Quick Fix permission to authorize users to run these quick fixes.
 Tip
Refer to Guided Answers for the Check Tool for a guided navigation through the available check tool checks
and more information on each check.
Procedure
1. Go to Admin Center.
2. In the tools search field, type Check Tool.
3. In Application, select the application you want to check.
 Tip
All Applications runs checks in all your applications.
For example, to run checks for Time Off, select Time Off.
You see the checks for the application you selected. The description for each check describes the situation you
hope to find in running the check. For example, in running the check Accrual lookup by seniority is consistent,
you hope to find that the lookup is indeed consistent.
4. Click the check the box at top left in the table to run all checks.
5. If you want to run only some checks, select them individually.
 Tip
To understand what a check does, right click the Check ID. The system then displays some information on
the check.
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148 PUBLIC Using the Check Tool
6. Click Run Checks to check your applications for the checks you selected.
Next Steps
Evaluate the results and resolve the issues. If you encounter an error you cannot resolve, contact Support by
creating a ticket.
Benefits of the Check Tool [page 149]

The SAP SuccessFactors check tool helps you identify and resolve issues when your system doesn’t work
as you expect.
Check Results [page 149]

After you run checks in the check tool, it returns the results of the check so that you can resolve issues that
it found.
Creating Support Tickets from the Check Tool [page 150]

When the check tool reports a serious issue, you might need to contact Support. You can create a Support
ticket from within the check tool.
Using the Quick Fix Feature [page 151]

The Check Tool includes a Quick Fix feature that you can use to immediately correct issues found during a
check run.
12.1 Benefits of the Check Tool
The SAP SuccessFactors check tool helps you identify and resolve issues when your system doesn’t work as you
expect.
If your SAP SuccessFactors applications are behaving in unexpected ways, it is likely that it has a configuration or
data conflict: you have some data that is inconsistent or a configuration error. The check tool quickly identifies
these types of problems so that you can avoid support tickets. You might still need to create a support ticket if the
problem is severe, but even in severe cases, the check tool can save you time because it can export the results of
the check and your configuration for support. The support engineer, therefore, can identify the issue more quickly.
When you run the check tool, you see:
● A list of issues in your configuration or data and the severity of each issue.
● A solution or recommendation to address the issue.
12.2 Check Results
After you run checks in the check tool, it returns the results of the check so that you can resolve issues that it
found.
To see the results of the checks, look in the Results column. If you run the checks multiple times to see how you are
resolving issues, look in the Previous Result column to compare the current results to previous results.
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Possible Results of Check Tool
Result Action
No issues found If the tool cannot find issues, you see a green check mark the Result.
Issues found If the tool finds issues, it reports the number of issues and a yellow warning icon or a red alarm
icon.
● The yellow icon indicates a low severity issue. The system proposes a solution.
● The red icon indicates a high severity issue. You must take action, which could include creat
ing a Support ticket.
Related Information
Creating Support Tickets from the Check Tool [page 150]
12.3 Creating Support Tickets from the Check Tool
When the check tool reports a serious issue, you might need to contact Support. You can create a Support ticket
from within the check tool.
Prerequisites
Run the check tool. You can find the check tool by going to Admin Center Check Tool . You create the ticket
from the results page of the tool.
Procedure
1. On the results page, look in the Result column for the errors you want to report on.
You usually contact Support for high severity issues not low severity issues.
2. Click the error in the result to open the Detailed Result.
 Note
If you cannot click the error, expand the list of checks from the Description column, and then click the error
from the Result column.
3. In Detailed Result Need Assistance? , copy the component ID.
For example, LOD-SF-EC is the component ID for Employee Central.
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4. Create a customer incident in the relevant category.
5. When you create the ticket, paste the component ID into the ticket.
12.4 Using the Quick Fix Feature
The Check Tool includes a Quick Fix feature that you can use to immediately correct issues found during a check
run.
Procedure
1. Run checks as described in Using the Check Tool for one or more components. The tool generates check
results, some of which might be warnings or errors.
2. Select the result of one of the checks where issues were identified. If the check includes a quick fix, you see the
four-step process at the top of the resulting window. You are in step 1, called Found Issues.
3. Choose Step 2 to proceed to Select Correction.
4. The resulting window shows one or more corrections for the issue. Select the one you want and choose Step 3
to proceed to Final Approval.
5. In the Final Approval step, you can opt to change your mind and not carry out the fix. If you want to proceed,
choose Step 4.
6. The system confirms that the fix is now running. Choose Close to complete the procedure. The system verifies
that the fix has run correctly after a short time by running the check again.
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Important Disclaimers and Legal Information
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About the icons:
● Links with the icon : You are entering a Web site that is not hosted by SAP. By using such links, you agree (unless expressly stated otherwise in your agreements
with SAP) to this:
● The content of the linked-to site is not SAP documentation. You may not infer any product claims against SAP based on this information.
● SAP does not agree or disagree with the content on the linked-to site, nor does SAP warrant the availability and correctness. SAP shall not be liable for any
damages caused by the use of such content unless damages have been caused by SAP's gross negligence or willful misconduct.
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agree that (unless expressly stated otherwise in your agreements with SAP) you may not infer any product claims against SAP based on this information.
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Some videos may point to third-party video hosting platforms. SAP cannot guarantee the future availability of videos stored on these platforms. Furthermore, any
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Beta and Other Experimental Features

Experimental features are not part of the officially delivered scope that SAP guarantees for future releases. This means that experimental features may be changed by SAP at
any time for any reason without notice. Experimental features are not for productive use. You may not demonstrate, test, examine, evaluate or otherwise use the
experimental features in a live operating environment or with data that has not been sufficiently backed up.
The purpose of experimental features is to get feedback early on, allowing customers and partners to influence the future product accordingly. By providing your feedback
(e.g. in the SAP Community), you accept that intellectual property rights of the contributions or derivative works shall remain the exclusive property of SAP.
Example Code
Any software coding and/or code snippets are examples. They are not for productive use. The example code is only intended to better explain and visualize the syntax and
phrasing rules. SAP does not warrant the correctness and completeness of the example code. SAP shall not be liable for errors or damages caused by the use of example
code unless damages have been caused by SAP's gross negligence or willful misconduct.
Gender-Related Language
We try not to use genderspecific word forms and formulations. As appropriate for context and readability, SAP may use masculine word forms to refer to all genders.
360 Reviews
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360 Reviews
Important Disclaimers and Legal Information PUBLIC 153
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360 Reviews: Public Document Version: 2H 2020 - 2021-02-05

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360 Reviews: Public Document Version: 2H 2020 - 2021-02-05

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PUBLIC

Document Version: 2H 2020 – 2021-02-05

THE BEST RUN

1 Overview of SAP SuccessFactors 360 Reviews. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

2 360 Reviews - SAP Fiori Version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

3 Configuring 360 Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

4 Main Routing Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

5 Managing Forms Using Admin Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

6 Detailed 360 Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

7 E-mail Notifications for 360 Reviews. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

8 Ad Hoc Reporting for 360 Multi-Rater Subjects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

9 Integration of 360 Reviews with Career Development Planning. . . . . . . . . . . . . . . . . . . . . . . . . . 138

10 Mobile 360 Reviews. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

11 Data Protection and Privacy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

12 Using the Check Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

The rating scale type is configured in

● In 360 Reviews - SAP Fiori Version,

sions, if more than 100 participants are

Attributes of Competency Section [page

Overall ratings may be displayed differ­

Configuring the Attributes and Elements

The hidden strengths and blind spots re­

What's New Description More Information

Field Permissions [page 71]

What's New Description More Information

"To improve the performance of 360

Drilldown Permissions [page 72]

Rater ID Permissions [page 73]

What's New Description More Information

Manage Templates Tool [page 55]

Creating a Form Template [page 55]

General Settings [page 56]

360 Form Template Settings [page 57]

What's New Description More Information

Reviewer Section [page 30]

Rater List Section [page 32]

Competency Section [page 33]

Goal Section [page 42]

Custom Section [page 50]

Change Participant Category

Decline 360 documents . Note that this

The 360 Reviews help you:

The features listed under 360 Reviews in Admin Center

Use this feature: To do this:

Complete/Decline 360 Complete or decline a 360 document

Form Template Settings Modify settings, upload or download a form template.

Manage Scheduled Reviews Cancel or modify the launch of a form

Manage Templates Create and update a form template

Rating Scales Create, copy, or modify a rating scale

360 Reviews - SAP Fiori Version is Generally Available (GA).

How to Upgrade to 360 Reviews - SAP Fiori Version

How to Revert to the Old 360 Reviews Solution

Please note the following before you undo the upgrade:

2.1 Feature Comparison Between 360 Reviews - SAP Fiori

Sections that can be configured on a Available Available

Development goal section In Plan Available

Learning activity in development goal In Plan Available

Section description Available Available

Permissions Available Available

For details, refer to Permissions [page

Stack Ranker Available Available

Print In Plan Available

EZ Rater In Plan Available

Overall ratings may be displayed differ

The hidden strengths and blind spots re

Plain text for comments and custom ele Unavailable Available

Edit competency comments on the Sig Unavailable Available

<a> Defines a hyperlink <a href="http://www.successfac

<ol> Defines an ordered list <ol><li>This is an example of a num