Understanding Goal Management Action Permissions

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7/26/2012© Copyright 2012. All rights reserved.

2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Agenda

•Reporting relationships illustrated

•Action permissions illustrated

•Field permissions

Reporting Relationships Illustrated

3

4 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Reporting Relationships

Permissions to view/act on goals are determined by reporting relationship

• Employee (E)

• Employee’s Manager (EM)

• Employee’s Manager’s Manager (EMM)

• Employee’s Manager’s Manager’s Manager (EMMM)

• All Managers directly up from the Employee (EM+)

• Employee’s Direct reports (ED)

• Employee’s Direct reports’ Direct reports (EDD)

• All subordinates who ultimately report up to the Employee (ED+)

• “Peers” = Employee’s Manager’s Direct reports (EMD)

• Everyone (*)

• Employee’s Matrix Manager (EX)

• Employee’s HR rep (EH)

• Employee’s HR rep’s Manager (EHM)

5 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Reporting Relationships

Permissions are NOT determined by title, by “rank”, or by membership in group

• NOT “all VPs can see all Directors’ goals”

• NOT “all VPs can see everyone’s goals, but Managers can only see goals for Supervisors and Individual Contributors”

• NOT “everyone in one department can see everyone else’s goals in that department but not in other departments”

• NOT “everyone in one location can see everyone else’s goals in that location but not in other locations”

6 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Example: Org Chart of Test UsersAlex Anderson

(aaaa)CEO

Haus Guest(admin)

Mgr Admin Fns

David Drew(dddd)VP Ops

Carole Clarke(cccc)VP Dev

Brooke Brown(bbbb)

VP Sales

Linda Lewis(llll)

Direct Sales

Ely Eisley(eeee)

MgrDirectSales

Felicia Ford(ffff)

Mgr Channel

Karl King(kkkk)

Direct Sales

Mike Miller(mmmm)

Channel Sales

Nancy Nash(nnnn)

Channel Sales

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Wishbone Watson(wwww)

HR Specter

Patty O-Furniture(zzzz)

HR Admin Asst

Veronica Valooshka(vvvv)

HR Specter

Xenon Xandruszki(xxxx)

HR Generalist

Ian Iverson(iiii)

Mgr Fulfillment

Janice Jones(jjjj)

Mgr Admin

Paula Price(pppp)

Content Expert

Olivia Ollie(oooo)

Content Expert

Rob Richards(rrrr)

Software Eng

Quentin Quincy(qqqq)

Software Eng

Yolanda Young(yyyy)

Sales Engineer

Steve Simmons(ssss)

Shipping Clerk

Tina Thomas(tttt)

Inventory Clerk

Ursula Urban(uuuu)

Admin Asst

7 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Let Grace Griffin be “Employee”Alex Anderson

(aaaa)CEO

Haus Guest(admin)

Mgr Admin Fns

David Drew(dddd)VP Ops

Carole Clarke(cccc)

VP Dev

Brooke Brown(bbbb)

VP Sales

Linda Lewis(llll)

Direct Sales

Ely Eisley(eeee)

MgrDirectSales

Felicia Ford(ffff)

Mgr Channel

Karl King(kkkk)

Direct Sales

Mike Miller(mmmm)

Channel Sales

Nancy Nash(nnnn)

Channel Sales

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Wishbone Watson(wwww)

HR Specter

Patty O-Furniture(zzzz)

HR Admin Asst

Veronica Valooshka(vvvv)

HR Specter

Xenon Xandruszki(xxxx)

HR Generalist

Ian Iverson(iiii)

Mgr Fulfillment

Janice Jones(jjjj)

Mgr Admin

Paula Price(pppp)

Content Expert

Olivia Ollie(oooo)

Content Expert

Rob Richards(rrrr)

Software Eng

Quentin Quincy(qqqq)

Software Eng

Yolanda Young(yyyy)

Sales Engineer

Steve Simmons(ssss)

Shipping Clerk

Tina Thomas(tttt)

Inventory Clerk

Ursula Urban(uuuu)

Admin Asst

8 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Reporting relationship determines who can see Employee’s goals

Alex Anderson (aaaa)CEO

Haus Guest(admin)

Mgr Admin Fns

David Drew(dddd)VP Ops

Carole Clarke(cccc)

VP Dev

Brooke Brown(bbbb)

VP Sales

Linda Lewis(llll)

Direct Sales

Ely Eisley(eeee)

MgrDirectSales

Felicia Ford(ffff)

Mgr Channel

Karl King(kkkk)

Direct Sales

Mike Miller(mmmm)

Channel Sales

Nancy Nash(nnnn)

Channel Sales

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Wishbone Watson(wwww)

HR Specter

Patty O-Furniture(zzzz)

HR Admin Asst

Veronica Valooshka(vvvv)

HR Specter

Xenon Xandruszki(xxxx)

HR Generalist

Ian Iverson(iiii)

Mgr Fulfillment

Janice Jones(jjjj)

Mgr Admin

Paula Price(pppp)

Content Expert

Olivia Ollie(oooo)

Content Expert

Rob Richards(rrrr)

Software Eng

Quentin Quincy(qqqq)

Software Eng

Yolanda Young(yyyy)

Sales Engineer

Steve Simmons(ssss)

Shipping Clerk

Tina Thomas(tttt)

Inventory Clerk

Ursula Urban(uuuu)

Admin Asst

EEMEMMEM+EDAll (*)EMDAll VPs?

9 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Employee can see Employee’s goalsAlex Anderson

(aaaa)CEO

Haus Guest(admin)

Mgr Admin Fns

David Drew(dddd)VP Ops

Carole Clarke(cccc)

VP Dev

Brooke Brown(bbbb)

VP Sales

Linda Lewis(llll)

Direct Sales

Ely Eisley(eeee)

MgrDirectSales

Felicia Ford(ffff)

Mgr Channel

Karl King(kkkk)

Direct Sales

Mike Miller(mmmm)

Channel Sales

Nancy Nash(nnnn)

Channel Sales

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Wishbone Watson(wwww)

HR Specter

Patty O-Furniture(zzzz)

HR Admin Asst

Veronica Valooshka(vvvv)

HR Specter

Xenon Xandruszki(xxxx)

HR Generalist

Ian Iverson(iiii)

Mgr Fulfillment

Janice Jones(jjjj)

Mgr Admin

Paula Price(pppp)

Content Expert

Olivia Ollie(oooo)

Content Expert

Rob Richards(rrrr)

Software Eng

Quentin Quincy(qqqq)

Software Eng

Yolanda Young(yyyy)

Sales Engineer

Steve Simmons(ssss)

Shipping Clerk

Tina Thomas(tttt)

Inventory Clerk

Ursula Urban(uuuu)

Admin Asst

EEMEMMEM+EDAll (*)EMDAll VPs?

10 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Manager can see Employee’s goalsAlex Anderson

(aaaa)CEO

Haus Guest(admin)

Mgr Admin Fns

David Drew(dddd)VP Ops

Carole Clarke(cccc)

VP Dev

Brooke Brown(bbbb)

VP Sales

Linda Lewis(llll)

Direct Sales

Ely Eisley(eeee)

MgrDirectSales

Felicia Ford(ffff)

Mgr Channel

Karl King(kkkk)

Direct Sales

Mike Miller(mmmm)

Channel Sales

Nancy Nash(nnnn)

Channel Sales

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Wishbone Watson(wwww)

HR Specter

Patty O-Furniture(zzzz)

HR Admin Asst

Veronica Valooshka(vvvv)

HR Specter

Xenon Xandruszki(xxxx)

HR Generalist

Ian Iverson(iiii)

Mgr Fulfillment

Janice Jones(jjjj)

Mgr Admin

Paula Price(pppp)

Content Expert

Olivia Ollie(oooo)

Content Expert

Rob Richards(rrrr)

Software Eng

Quentin Quincy(qqqq)

Software Eng

Yolanda Young(yyyy)

Sales Engineer

Steve Simmons(ssss)

Shipping Clerk

Tina Thomas(tttt)

Inventory Clerk

Ursula Urban(uuuu)

Admin Asst

EEMEMMEM+EDAll (*)EMDAll VPs?

11 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Manager’s Boss can see Employee’s goalsAlex Anderson

(aaaa)CEO

Haus Guest(admin)

Mgr Admin Fns

David Drew(dddd)VP Ops

Carole Clarke(cccc)

VP Dev

Brooke Brown(bbbb)

VP Sales

Linda Lewis(llll)

Direct Sales

Ely Eisley(eeee)

MgrDirectSales

Felicia Ford(ffff)

Mgr Channel

Karl King(kkkk)

Direct Sales

Mike Miller(mmmm)

Channel Sales

Nancy Nash(nnnn)

Channel Sales

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Wishbone Watson(wwww)

HR Specter

Patty O-Furniture(zzzz)

HR Admin Asst

Veronica Valooshka(vvvv)

HR Specter

Xenon Xandruszki(xxxx)

HR Generalist

Ian Iverson(iiii)

Mgr Fulfillment

Janice Jones(jjjj)

Mgr Admin

Paula Price(pppp)

Content Expert

Olivia Ollie(oooo)

Content Expert

Rob Richards(rrrr)

Software Eng

Quentin Quincy(qqqq)

Software Eng

Yolanda Young(yyyy)

Sales Engineer

Steve Simmons(ssss)

Shipping Clerk

Tina Thomas(tttt)

Inventory Clerk

Ursula Urban(uuuu)

Admin Asst

EEMEMMEM+EDAll (*)EMDAll VPs?

12 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

“Managers Up” can see Employee’s goalsAlex Anderson

(aaaa)CEO

Haus Guest(admin)

Mgr Admin Fns

David Drew(dddd)VP Ops

Carole Clarke(cccc)

VP Dev

Brooke Brown(bbbb)

VP Sales

Linda Lewis(llll)

Direct Sales

Ely Eisley(eeee)

MgrDirectSales

Felicia Ford(ffff)

Mgr Channel

Karl King(kkkk)

Direct Sales

Mike Miller(mmmm)

Channel Sales

Nancy Nash(nnnn)

Channel Sales

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Wishbone Watson(wwww)

HR Specter

Patty O-Furniture(zzzz)

HR Admin Asst

Veronica Valooshka(vvvv)

HR Specter

Xenon Xandruszki(xxxx)

HR Generalist

Ian Iverson(iiii)

Mgr Fulfillment

Janice Jones(jjjj)

Mgr Admin

Paula Price(pppp)

Content Expert

Olivia Ollie(oooo)

Content Expert

Rob Richards(rrrr)

Software Eng

Quentin Quincy(qqqq)

Software Eng

Yolanda Young(yyyy)

Sales Engineer

Steve Simmons(ssss)

Shipping Clerk

Tina Thomas(tttt)

Inventory Clerk

Ursula Urban(uuuu)

Admin Asst

EEMEMMEM+EDAll (*)EMDAll VPs?

13 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Direct Reports can see Employee’s goalsAlex Anderson

(aaaa)CEO

Haus Guest(admin)

Mgr Admin Fns

David Drew(dddd)VP Ops

Carole Clarke(cccc)

VP Dev

Brooke Brown(bbbb)

VP Sales

Linda Lewis(llll)

Direct Sales

Ely Eisley(eeee)

MgrDirectSales

Felicia Ford(ffff)

Mgr Channel

Karl King(kkkk)

Direct Sales

Mike Miller(mmmm)

Channel Sales

Nancy Nash(nnnn)

Channel Sales

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Wishbone Watson(wwww)

HR Specter

Patty O-Furniture(zzzz)

HR Admin Asst

Veronica Valooshka(vvvv)

HR Specter

Xenon Xandruszki(xxxx)

HR Generalist

Ian Iverson(iiii)

Mgr Fulfillment

Janice Jones(jjjj)

Mgr Admin

Paula Price(pppp)

Content Expert

Olivia Ollie(oooo)

Content Expert

Rob Richards(rrrr)

Software Eng

Quentin Quincy(qqqq)

Software Eng

Yolanda Young(yyyy)

Sales Engineer

Steve Simmons(ssss)

Shipping Clerk

Tina Thomas(tttt)

Inventory Clerk

Ursula Urban(uuuu)

Admin Asst

EEMEMMEM+EDAll (*)EMDAll VPs?

14 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

All can see Employee’s goals

Alex Anderson (aaaa)CEO

Haus Guest(admin)

Mgr Admin Fns

David Drew(dddd)VP Ops

Carole Clarke(cccc)

VP Dev

Brooke Brown(bbbb)

VP Sales

Linda Lewis(llll)

Direct Sales

Ely Eisley(eeee)

MgrDirectSales

Felicia Ford(ffff)

Mgr Channel

Karl King(kkkk)

Direct Sales

Mike Miller(mmmm)

Channel Sales

Nancy Nash(nnnn)

Channel Sales

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Wishbone Watson(wwww)

HR Specter

Patty O-Furniture(zzzz)

HR Admin Asst

Veronica Valooshka(vvvv)

HR Specter

Xenon Xandruszki(xxxx)

HR Generalist

Ian Iverson(iiii)

Mgr Fulfillment

Janice Jones(jjjj)

Mgr Admin

Paula Price(pppp)

Content Expert

Olivia Ollie(oooo)

Content Expert

Rob Richards(rrrr)

Software Eng

Quentin Quincy(qqqq)

Software Eng

Yolanda Young(yyyy)

Sales Engineer

Steve Simmons(ssss)

Shipping Clerk

Tina Thomas(tttt)

Inventory Clerk

Ursula Urban(uuuu)

Admin Asst

EEMEMMEM+EDAll (*)EMDAll VPs?

15 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

“Peers” can see Employee’s goalsAlex Anderson

(aaaa)CEO

Haus Guest(admin)

Mgr Admin Fns

David Drew(dddd)VP Ops

Carole Clarke(cccc)

VP Dev

Brooke Brown(bbbb)

VP Sales

Linda Lewis(llll)

Direct Sales

Ely Eisley(eeee)

MgrDirectSales

Felicia Ford(ffff)

Mgr Channel

Karl King(kkkk)

Direct Sales

Mike Miller(mmmm)

Channel Sales

Nancy Nash(nnnn)

Channel Sales

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Wishbone Watson(wwww)

HR Specter

Patty O-Furniture(zzzz)

HR Admin Asst

Veronica Valooshka(vvvv)

HR Specter

Xenon Xandruszki(xxxx)

HR Generalist

Ian Iverson(iiii)

Mgr Fulfillment

Janice Jones(jjjj)

Mgr Admin

Paula Price(pppp)

Content Expert

Olivia Ollie(oooo)

Content Expert

Rob Richards(rrrr)

Software Eng

Quentin Quincy(qqqq)

Software Eng

Yolanda Young(yyyy)

Sales Engineer

Steve Simmons(ssss)

Shipping Clerk

Tina Thomas(tttt)

Inventory Clerk

Ursula Urban(uuuu)

Admin Asst

EEMEMMEM+EDAll (*)EMDAll VPs?

Action Permissions Illustrated

16

17 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Examples of Action Permission Settings

18 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Cascade Push To

The question is: who can send (push) one of their own goals to the Employee so the Employee will have a copy of it? Example below: EMD (peer) has permission to Cascade push (to the Employee)…

Carole Clarke(cccc)

VP Dev

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Before After

Carole Clarke(cccc)

VP Dev

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

C P

19 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Cascade Pull From

The question is: who can take (pull) one of the Employee’s goals so they (the pullers) will have a copy of it? Example below: EMD (peer) has permission to Cascade pull (from the Employee)…

Carole Clarke(cccc)

VP Dev

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Before After

Carole Clarke(cccc)

VP Dev

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

P C

20 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Align To

The question is: who can show that one of their goals is a spinoff of one of the Employee’s goals, that the two are aligned? Example below: EMD (peer) has permission to Align to the Employee goals…

Before After

Carole Clarke(cccc)

VP Dev

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Carole Clarke(cccc)

VP Dev

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Note: the one doing the aligning accepts the other person’s as the Parent goal.

P C

21 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Unalign Parent

The question is: who can show that an Employee’s goal is NO LONGER a aligned as the parent to someone else’s goal? Example below: Employee has permission to unalign Employee’s Parent goal…

Before After

Carole Clarke(cccc)

VP Dev

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Carole Clarke(cccc)

VP Dev

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

P C

22 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Unalign Child

The question is: who can show that an Employee’s goal is NO LONGER aligned as the spinoff (child) to someone else’s goal? Example below: Employee has permission to unalign Employee’s Child goal…

Before After

Carole Clarke(cccc)

VP Dev

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

Carole Clarke(cccc)

VP Dev

Henry Howard(hhhh)

MgrSoftwreDev

Grace Griffin(gggg)

MgrContentDev

C P

23 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Examples of Action Permissions Settings

Field Permissions

24

25 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.  All rights reserved.

Examples of Field-Specific Permissions