5 Reporting01 Introduction To MasteryR06_ReportAdmin

,Reporting,ReportingAdministration,2012.SuccessFactors,Inc.,AnSAPCompany.Allrightsreserved.Nopartofthisdocumentmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,withouttheexpresswrittenpermissionofSuccessFactors.Thissoftwareiscommercialcomputersoftwaredevelopedexclusivelyatprivateexpense.ThesoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplicationordisclosurebytheU.S.GovernmentissubjecttorestrictionsassetforthinDFARS252.227.7202-3orFAR52.227-19,asapplicable.DeveloperisSuccessFactors,Inc.,AnSAPCompany,1500FashionIslandBlvd,Suite300,SanMateo,CA94404.RwizisatrademarkofEnterpriseInformationResources,Inc.TheproductdescribedhereinincludessoftwaredevelopedbytheApacheSoftwareFoundation(/).Allotherbrandandproductnamesthatarementionedhereinarethetrademarksorregisteredtrademarksoftheirrespectiveholders.Allexamples,includingthenamesofpeopleintheexamplesorscreenshotsarefictitious.Noassociationwithanyrealperson(livingordeceased),company(existingcurrentlyorinthepast),oreventsshouldbeinferredfromanyexamplewhatsoever.InformationinthisdocumentissubjecttochangewithoutnoticeanddoesnotrepresentacommitmentonthepartofSuccessFactors.SuccessFactors,Inc.,anSAPCompany1500FashionIslandBlvd,Suite300SanMateo,CAUSA,Agenda,OverviewofReportingAdministration,OverviewofReportingAdministration,ThereareanumberofAdministrationoptionsthatcanbesettomaketheDashboards,ListViewsandSpotlightreportsmorerelevanttoaclientorganizationThistrainingstepsbrieflythroughsettingthedifferentadministrationoptions,SettingaPerformanceManagementDateRange,SettingaDateRange,ThisisimportanttosettheCurrentPeriodforclientstheirfirstyearsomanagerslogginginforthefirsttimewillseethecorrectperiodLogintoSuccessFactorsandaccessAdminTools.IntheCompanyProcesses&Cyclessection,navigatetoReportingPerformanceManagementDateRange.TheCurrentPeriodStartandEndondatesspecifythedefaultdatesfordatainthe:Dashboards,ListViewsSpotlightViewReportsandwillbeusedasthedefaultuntiltheuserschangesthemIfchangesaremadetothisinfutureyears,thechangeswillonlyimpactnewusers,Note:Afterthefirstyear,ifauserhasalteredthedates,thereisnowaytopushanewperformanceperiod.SeeAYT4382formoreinformation,2,1,3,ThePreviousPeriodStartsandEndsOndatesspecifythedatesusedforthepreviousperiodonthe:DashboardsListViewsSpotlightviews(ifthisoptionisenabledinTrending)The“FormsAreAssignedaReviewPeriodbasedontheForms”optionspecifies,whetherthedatesforthecurrentperiod(andpreviousperiodifapplicable)arebasedontheformsStartdateEnddateDuedate,SettingaDateRange(cont.),4,5,MakesurethissettingisappropriateforthewaytheformsintheProcessaresetup.,Forexample,iftheformsdonthaveanenddateandyouselecttheEnddate,thereportwillnotshowanydata.,Itispossiblethatsomeoftheformshavevaryingstartdatessousingtheperiodenddateorduedateismostcommon.,The“Objectives/GoalsareAssignedaReviewPeriodBasedontheObjectives/Goals”field,specifieswhetherthedatesforthecurrentperiodarebasedonthegoals:StartdateEnddateDuedateorNodatefilterClickSavewhenoptionsareset.,SettingaDateRange(cont.),6,7,Becausedatesareoftennotrequiredinagoalplan,itisrecommendedthattheoptionNoDateFilterbeusedtoensureallgoalsarereportedonregardlessofthedatesset.,ConfiguringThresholds,ConfiguringThresholds,ThresholdsaresettovisuallydrawausersattentiontoareastheymightneedtomonitorLogintoSuccessFactorsandaccessAdminTools.IntheCompanyProcesses&Cyclessection,navigatetoReportingThresholds.TheAnalytics/DashboardthresholdsspecifyapointatwhichthecolorofthebarsinaportletwillchangeSelectanumber(1/3,1/4,1/5,etc.)fromtheBottomdropdownmenusothatpercentoftheratingswillshowinredSelectanumberfromtheTopdropdownmenusothatpercentoftheratingswillshowingreenThoseratingsinbetweenwillshowinyellowClickSave.,1,2,4,3,ConfiguringTrends,ConfiguringTrends,Trendingallowsyoutocomparedatafromapreviousperiod(ifavailable)withdatafromthecurrentperiodIntheCompanyProcesses&Cyclessection,navigatetoReportingTrending.SelecttheShowPreviousPeriodonDashboardoptionifthepreviousperiodshouldbeshownonthe:DashboardListViewSpotlightViewreports,2,1,TheShowPreviousPeriodistypicallyuncheckedduringtheclientsfirstperformanceperiod.,ConfiguringTrends(cont.),ThePreviousPeriodoptionsallowtheusertospecifyeither:FullPeriodwhichwillshowbasedonthedatesinthePerformanceManagementDateRangeorPeriodtodatewhichshowsthedatefromthestartofthepreviousperiodthroughtothecurrentdateClickSavewhenoptionsareset.,4,3,3,SettingFilteringOptions,FilteringOptionsOverview,ThereareanumberofadministrationoptionsthatcanbesettomaketheDashboards,ListViews,andSpotlightreportsmorerelevanttoaclientorganization.,FilteringoptionsspecifythelevelofdatauserscanincludeinDashboards,ListViews,andSpotlightviews.LogintoSuccessFactorsandaccessAdminTools.IntheCompanyProcesses&Cyclessection,navigatetoReportingFilteringOptions.IftheShowDivision/Department/LocationviewfieldsarecheckedthefilterfieldswilldisplayintheFilterwindowof:DashboardsListViewsSpotlightViewreports,SettingFilteringOptions,2,3,1,Note:ThesefilteroptionsareturnedonaspartofGreenprintandturningtheseoffshouldbedonewithextremecautionandunderstandingofimpacts.,SettingFilteringOptions(cont.),TheEnableabilitytofilterbyManagerorNon-ManagersonlyforEmployeesoption(ifchecked)allowstheusertheabilitytoseeanextrafilterfieldthatwouldallowthemtoincludeAllEmployeesManagersOnlyNon-ManagersOnly,Note:ThesefilteroptionsareturnedonaspartofGreenprintandturningtheseoffshouldbedonewithextremecautionandunderstandingofimpacts.,4,SettingFilteringOptions(cont.),ThisoptionallowsanyonewithDetailedReportingrightstoseeanypublicgoalevenitisoutsideoftheirpermissionviewingarea:Ifthisoptionisnotselected,onlyuserswithpermissionstoseethegoalplanwouldbeabletoseepublicgoalsTheShowrichtextHTMLtagsinExceloptionwillshowHTMLtags,ifthereporthasany,whenauserexportsareporttoExcelThiswouldallowtheusertoseeanycommentformatting,likeboldingorunderlining,thattheemployee/manageraddedinthereviewform,5,Note:Itisrecommendedthatthisoptionnotbeselected.,6,ThisoptionappliestoListView,SpotlightandClassicreports.,SettingFilteringOptions(cont.),Thisoptionspecifieshowmanylevelsdownthehierarchyausercansee:NoSpecialRestrictionsallowsausertoseeanunlimitednumberoflevels(basedonthehierarchyfromthedataimportfile)LimitManagersViewto2levelsdownisusedforEuropeanprivacyrestrictionLimitManagersviewto1leveldownwouldonlyallowamanagertoseehis/herdirectreportsClickSavewhenoptionsareset.,8,7,ConfiguringIndividualDashboardPortlets,LogintoSuccessFactorsandaccessAdminTools.IntheCompanyProcesses&Cyclessection,navigatetoReportingDashboardPortlets.SelecteitherCompetenciesorBehaviors.Enterthenumberofcompetencies(orbehaviors)thatshoulddisplayinthefollowingportlets:Competency/BehaviorStrengthsCompetency/BehaviorWeaknessesMostCommonCompetencies/Behaviors,ConfiguringDashboardsPortlets,2,3,1,4,Show(Competency)GapsNoYesforGapstoshowintheCompetencyGapsportlet,thecustomermustcreatejobcodeswithexpectedratingsforeachcompetencyIftheclientisusingbehaviors,youhavetheoptiontoshowbehaviorratingsintheCompetencyreportingbycheckingtheUsebehaviorratingsintheCompetencyReportingcheckbox.ToexcluderarelyusedcompetenciesinDashboards,enterapercentageintheInCompetencyAnalysisgraphs,onlyincludecompetenciesmorefrequentthanfield.ClickSavewhenoptionsareset.,ConfiguringDashboardsPortlets,7,6,5,8,Note:Ifyouentera20inthepercentagefield,onlycompetenciesthatareusedinover20%oftheformsareincluded.,ConfiguringPortletPermissions,ConfiguringPortletPermissions,Thisoptionallowstheadministratortospecifywhichportl