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Understanding Goal Management Action Permissions 7/26/2012© Copyright 2012. All rights reserved.

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Presentation on theme: "Understanding Goal Management Action Permissions 7/26/2012© Copyright 2012. All rights reserved."— Presentation transcript:

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2 Understanding Goal Management Action Permissions 7/26/2012© Copyright 2012. All rights reserved.

3 2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Agenda Reporting relationships illustrated Action permissions illustrated Field permissions

4 Reporting Relationships Illustrated 3

5 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)

6 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”

7 6 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Example: Org Chart of Test Users 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 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

9 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 E EM EMM EM+ ED All (*) EMD All VPs?

10 9 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Employee 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 E EM EMM EM+ ED All (*) EMD All VPs?

11 10 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Manager 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 E EM EMM EM+ ED All (*) EMD All VPs?

12 11 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Manager’s Boss 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 E EM EMM EM+ ED All (*) EMD All VPs?

13 12 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. “Managers Up” 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 E EM EMM EM+ ED All (*) EMD All VPs?

14 13 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Direct Reports 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 E EM EMM EM+ ED All (*) EMD All VPs?

15 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 E EM EMM EM+ ED All (*) EMD All VPs?

16 15 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. “Peers” 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 E EM EMM EM+ ED All (*) EMD All VPs?

17 Action Permissions Illustrated 16

18 17 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Examples of Action Permission Settings

19 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 BeforeAfter Carole Clarke (cccc) VP Dev Henry Howard (hhhh) MgrSoftwreDev Grace Griffin (gggg) MgrContentDev CP

20 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 BeforeAfter Carole Clarke (cccc) VP Dev Henry Howard (hhhh) MgrSoftwreDev Grace Griffin (gggg) MgrContentDev PC

21 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… BeforeAfter 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. PC

22 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… BeforeAfter 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

23 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

24 23 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Examples of Action Permissions Settings

25 Field Permissions 24

26 25 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Examples of Field-Specific Permissions

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