SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions SAP SuccessFactors Performance & Goals SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions CUSTOMER -1- V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions TABLE OF CONTENTS Version Information ......................................................................................................................................... 3 Product Description......................................................................................................................................... 3 SAP SuccessFactors Performance & Goals Usage Measurement ................................................................ 4 SAP SUCCESSFACTORS PERFORMANCE MANAGEMENT .......................................................................... 4 SAP SuccessFactors Performance Management Usage Measurement ........................................................ 4 Steps to Review Usage in System .................................................................................................................. 5 SAP SUCCESSFACTORS GOALS MANAGEMENT....................................................................................... 15 SAP SuccessFactors Goals Usage Measurement........................................................................................ 15 Steps to Review Usage in System ................................................................................................................ 16 SAP SUCCESSFACTORS 360 DEGREE REVIEWS ....................................................................................... 26 SAP SuccessFactors 360 Degree Reviews Usage Measurement ................................................................ 26 Steps to Review Usage in System ................................................................................................................ 27 www.sap.com/contactsap © 2017 SAP SE or an SAP affiliate company. 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SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See http://www.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices. SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions This specifications document describes key features and functionalities of SAP SuccessFactors Performance and Goals, as of the Q4 2017 release. Version Information Version Changes Date 1.0 August 2015 1.1 Update GLAS ID March 2016 1.2 Replace with Fiori UI and updated instructions. Added reference to CPM September 2017 1.3 Updated with new Reporting UI December 2017 1.4 Update in 360 Degree Reviews usage measurement steps December 2021 Disclaimer: Please note this document is for guidance and informational purposes only. The terms of your applicable cloud agreement with SAP govern the rights and obligations of you and SAP with respect to the cloud service described herein. Product Description Product Description SAP SuccessFactors Performance & Goals is comprised of the following: • Performance Management • Goals Management • 360 Degree Reviews • Stack Ranker - not measured • Calibration (for Performance) - not measured • Continuous Performance Management (CPM) – not measured Usage Metric Authorized User -3- V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions SAP SuccessFactors Performance & Goals Usage Measurement Usage Measurement The usage for SAP SuccessFactors Performance & Goals is the highest count of Authorized Users with an active profile in any of its modules which are measured as indicated below. Refer below for specifics on module usage measurement. SAP SUCCESSFACTORS PERFORMANCE MANAGEMENT Id Number Product CS06 SAP SuccessFactors Performance Management SAP SuccessFactors Performance Management Usage Measurement Usage Measurement Displayed on Measurement Report Total number of Authorized Users who have an active status in the system and who have had an active performance form assigned. This number represents the total number of active profiles/status. “Active users” under customer’s Performance Manager Summary. An active user is a user loaded into the system with a user status set to “Active”. Please refer to knowledge base article / KBA 2088200 for further guidance. The total number of individuals with active profiles/status is used as a reflection of customer’s current Authorized User count. When the total number of active profiles/status is greater than the number of Authorized User subscribed to in the Order form or other applicable transaction document, this implies noncompliance and it is recommended that you engage with your SAP SuccessFactors Customer Engagement Executive or SAP SuccessFactors Customer Support. -4- V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions Steps to Review Usage in System Steps to Review Usage in System Note Full detailed reporting privileges are required to run these reports. If you do not see a report this could be due to a role-based permission or it may not be enabled in your instance. In the latter case, please contact Customer Support. 1. Create a new report by clicking on Reporting from the main menu, then the New button: 2. Click on the Report Table icon and the Select button -5- V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 3. 4. Select Single Domain and scroll down In the Select domain dropdown, pick Performance Management and click the Select button. -6- V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 5. Add a Report Title and Description and click Save. Then click on the People icon to continue. 6. Click on Refine Criteria button on the People page, then select Logged In User and click the Other Filters radio button. Be sure that the Include inactive users checkbox remains unchecked. Click OK. -7- V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 7. Select Data Sets icon and click the Select Template button. 8. All templates should be included in the generation of the report irrespective of year. Click Select All and the OK button. -8- V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 9. Click on the Columns icon and then the Select Columns button. 10. Select Subject, click on the Subject User ID checkbox and click the Done button. -9- V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 11. Click the Enable Distinct checkbox and click Save. 12. Click the Filters icon and the Refine Criteria button. 13. Scroll down and select the Subject User ID. - 10 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 14. Select Form link and select the Status checkbox and click the Done button. 15. Click By My Selection and Done - 11 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 16. Ensure that, where relevant, the Deleted checkbox remains unchecked and click the Done button. 17. Verify that the filters are correct and click Done. - 12 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 18. Verify selection criteria, then click Save and Generate. 19. Here’s what the generated report looks like, along with the Download options. Click CSV: Note that this report can also be re-generated from the Report List on the Reporting page – select by date created or by the report title. - 13 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 20. Select and highlight the Subject User ID column within Excel (not counting the header row) and in the lower, right hand corner, you can see the count. This counter confirms how many active users are using Performance Management. In this example, there are 677 active users. 21. Note: If you are running multiple productive tenant instances, you will need to run this report in each one, and then add the totals for each of them to calculate the aggregated total number of users. - 14 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions SAP SUCCESSFACTORS GOALS MANAGEMENT Id Number Product CS05 SAP SuccessFactors Goals Management SAP SuccessFactors Goals Usage Measurement Usage Measurement Total number of Authorized Users who have an active status in the system and who have had an active goal assigned. This number represents the total number of active profiles/status. Displayed on Measurement Report “Active users” under Goal Management Summary. An active user is a user loaded into the system with a user status set to “Active”. Please refer to knowledge base article / KBA 2088200 for further guidance. The total number of individuals with active profiles/status is used as a reflection of customer’s current Authorized User count. When the total number of active profiles/status is greater than the number of Authorized User subscribed to in the Order form or other applicable transaction document, this implies noncompliance and it is recommended that you engage with your SAP SuccessFactors Customer Engagement Executive or SAP SuccessFactors Customer Support. - 15 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions Steps to Review Usage in System Steps to Review Usage in System Note full detailed reporting privileges are required to run these reports. If you do not see a report this could be due to a role based permission or it may not be enabled in your instance. In the latter case, please contact Customer Support. 1. Create a new report by clicking on Reporting from the main menu, then the New button: 2. Click on the Report Table icon and the Select button - 16 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 3. Select Single Domain and scroll down 4. In the Select domain dropdown, pick Objective Management and click the Select button. - 17 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 5. Add a Report Title and Description and click Save. Then click on the People icon to continue. 6. Click on Refine Criteria - 18 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 7. Choose Logged In User in the dropdown, then the Other Filters radio button. Be sure that the Include inactive users checkbox remains unchecked. Click the OK button. 8. Select Data Sets and Select Template - 19 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 9. Click the Select All checkbox for the Data Sets and click OK 10. Click on the Columns icon and Select Columns - 20 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 11. Select the Object Owner Info on the left side, click on the Objective Owner UserId checkbox and click the Done button. 12. Click the Enable Distinct checkbox and then click on the Filters icon. - 21 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 13. Select Refine Criteria on the Filters page 14. Select Objective on the left-hand side, scroll down and select Active/Deleted to filter out objectives that are obsolete. - 22 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 15. Click on the Active/Deleted link and then By My Selection – click the Active checkbox and the Done button. 16. Verify that the filter is correct and click the Done button. - 23 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 17. Click the Save icon and then click Generate. 18. Here is what the generated report looks like. 19. From there, click CSV to export report as a CSV file. The count of Users IDs is the number of users who are active in the system. Note: The report can also be re-generated from the Report List on the Reporting page – select by date created or by the report title. - 24 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 20. The count can be determined by highlighting all the UserIds (but not the row title) and checking the lower, right- hand corner of the Excel window to see the count. In this case, the count is 135. 21. Note: If you are running multiple productive tenant instances, you will need to run this report in each one, and then add the totals for each of them to calculate the aggregated total number of users. - 25 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions SAP SUCCESSFACTORS 360 DEGREE REVIEWS Id Number Product CS02 SAP SuccessFactors 360 Degree Reviews SAP SuccessFactors 360 Degree Reviews Usage Measurement Usage Measurement Displayed on Measurement Report Total number of Authorized Users who have an active status in the system and who have been the subject of a 360 review. This number represents the total number of active profiles/status. “Active users” under 360 Feedback Summary. An active user is a user loaded into the system with a user status set to “Active”. Please refer to knowledge base article / KBA 2088200 for further guidance. The total number of individuals with active profiles/status is used as a reflection of customer’s current Authorized User count. When the total number of active profiles/status is greater than the number of Authorized User subscribed to in the Order form or other applicable transaction document, this implies noncompliance and it is recommended that you engage with your SAP SuccessFactors Customer Engagement Executive or SAP SuccessFactors Customer Support. - 26 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions Steps to Review Usage in System Steps to Review Usage in System Note Full detailed reporting privileges are required to run these reports. If you do not see a report this could be due to a role-based permission or it may not be enabled in your instance. In the latter case, please contact Customer Support. 1. Create a new report by clicking on Reporting from the main menu, then the New button: 2. Click on the Report Table icon and the Select button - 27 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 3. Select Single Domain and scroll down 4. In the Select domain dropdown, pick 360 Multi-Rater Subject and click the Select button. - 28 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 5. Add a Report Title and Description and click Save. Then click on the People icon to continue. 6. Click on the Refine Criteria button. - 29 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 7. Keep Team Manager as-is as Logged In User, click on Other Filters and press the OK button. Be sure that the Include inactive users checkbox remains unchecked. 8. Click on the Data Sets icon and the Select Template button. - 30 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 9. Click the Select All checkbox and the OK button. 10. Click on the Columns icon, click on the Enable Distinct checkbox and then the Select Columns button. - 31 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 11. Click on the Subject link and then the Subject User ID checkbox. Note that the value will appear in the right-hand column. Then click the Done button. 12. Verify your selections on this page and then click the Filters icon. - 32 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 13. On the Filter page, click on the Refine Criteria button. 14. Click the Status checkbox. - 33 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 15. Select the relevant templates by clicking the By My Selection radio button and the applicable checkboxes. For example, you should not select Deleted forms. Then click the Done button. 16. Verify the results and click Done. - 34 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 17. Click the Save icon and then Generate to create the report. 18. This is what the report will look like. Click CSV to create and export a file for your use. 19. Check the count of employees. This value reflects the number of employees who are flagged as active in the system. Select and highlight all the Subject IDs in that column within Excel (not including the title) and in the lower, right hand corner, you will see the count. This counter confirms how many active users are using 360 degree reviews. In this example, the count is 28. - 35 - V1.4 (December 2021) Copyright/Trademark SAP Global License Audit & Compliance – Cloud HCM User and Usage Definitions 20. Note: If you are running multiple productive tenant instances, you will need to run this report in each one, and then add the totals for each of them to calculate the aggregated total number of users. - 36 - V1.4 (December 2021) Copyright/Trademark
