ADMINISTRATION GUIDE | PUBLIC

Document Version: Q3 2019 – 2019-08-10

Continuous
Learning Performance
Curricula Help Guide
Administration
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THE BEST RUN

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Using Continuous Performance

Management
Generated on: 2025-06-11 09:55:08 GMT+0000

SAP SuccessFactors Performance and Goals | 1H 2025

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https://help.sap.com/docs/SAP_SUCCESSFACTORS_PERFORMANCE_AND_GOALS/80db66fe42a34ee4b248f9f46df6156c?
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 6/11/25, 9:55 AM

Continuous Performance
Continuous Performance provides a structured space for managing and tracking performance and development within channels.
In a channel, both the channel members can collaboratively record activities, achievements, and meetings, forming a complete
overview of the progress towards goals.

Channels
Continuous Performance Management uses Channels as a way for people to share and discuss activities and
achievements towards goals.
Activities View
In the Activities view, a channel owner and the participant can easily create, manage, and update activities that the
participant needs to complete.
Achievements View
With the Achievements view, a channel owner and the participant can see a summary of the achievements that the
participant has made. You can lter them by performance goal, development goal, or time frame.
Meeting View
Continuous Performance includes a dedicated meeting view that supports 1:1 meetings between a channel owner and a
channel participant.

Channels
Continuous Performance Management uses Channels as a way for people to share and discuss activities and achievements
towards goals.

Overview

A channel is a shared space between a channel owner, who initiates it, and a participant, who accepts the invitation. By default,
managers have channels automatically created with all their direct reports, where the manager serves as the channel owner and
the employees as the participant. Employees, if granted permissions, can invite others to join a channel. Within a channel, the two
members can collaboratively manage, track progress, and hold meetings concerning the participant's activities and
achievements.

With multiple roles enabled, channels can be created with someone outside the traditional management hierarchy. In a user's
Channels list, dependent on con guration and permission settings, channels can fall into up to six categories.

Category De nition Note

Manager Lists channels between the user and their By default shows when the user has a
manager manager

Matrix Managers Lists channels between the user and their Only shows when the Enable matrix
matrix managers managers and matrix reports to be shown
as people selections for Channels by
default setting is enabled in Continuous
Performance Management Con guration
admin tool and when the user has a matrix
manager

Direct Reports Lists channels between the user and their By default shows when the user has a direct
direct reports report

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Category De nition Note

Matrix Reports Lists channels between the user and their Only shows when the Enable matrix
matrix reports managers and matrix reports to be shown
as people selections for Channels by
default setting is enabled in Continuous
Performance Management Con guration
admin tool and when the user has a matrix
report

Other Channels Lists channels not grouped under the Users can move these channels to Hidden
former categories and sent channel Channels by selecting the (Hide channel)
invitations icon on the list item.

Hidden Channels Lists channels that need to be hidden Users can move these channels back to
Other Channels by selecting the (Show
channel) icon on the list item.

Actions Supported in a Channel

Within a channel, the channel owner and participant can perform the following actions:

Manage their shared activities in the Activities view.

Mange their shared achievements in the Achievements view.

Hold and review 1:1 meetings in the Meeting view.

 Note
Currently, each user is restricted to 300 active channels and 300 hidden channels.

Currently, it’s not possible to create a report on 1:1 Meetings between Multiple Roles users.

Related Information
Understanding Meeting Channels Logic with Continuous Performance Management Multiple Roles Functionality
Activities View
Achievements View
Meeting View

Understanding Meeting Channels Logic with Continuous

Performance Management Multiple Roles Functionality
Answers to questions about how Channels work with multiple roles in Continuous Performance Management (CPM).

Context

With Continuous Performance Management (CPM), employees can set up channels outside the traditional manager/direct report
hierarchy. The logic behind the multiple roles is similar to that of the traditional manager/direct report relationship, now extended
to allow for other relationships.

With multiple role support enabled, there’s a Channel owner (similar to a manager role) and Channel participant (similar to an
employee role). The meeting participant is able to link Activities and Feedback to their goals. The meeting owner won’t be able to

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link those Activities created in the channel to their own goals.

 Note
When multiple roles are active, Achievements can’t be edited.

Through role-based permissions (RBP), the administrator creates speci c RBP roles for the different roles in the organization that
would likely initiate multiple roles channels. For example, creating a speci c RBP role for matrix manager, allows the matrix
managers to initiate the channel with their matrix reports.

The Channels column is hidden for employees or managers?

Role-based permissions control whether the Channels column is visible to users. When setting up permissions for roles,
Continuous Performance Management features require a Target Population setting, which is the de ned group of employees with
whom the role-granted user can create channels. If the role has the target population set to Granted User (Self), then the
Channels column doesn't appear for anyone with that role and has only one channel. To expand the Target Population beyond
Granted User (Self), but less than Everyone (All Employees), for example, you could set the target population to Granted User's
Department for access to others in the employee's department. Work with SAP Professional Services or your SAP partners if you
need guidance de ning target populations for your role-based permissions.

If an employee links an Activity to a Goal in Goal Management, who can see that
Activity in CPM?

If an employee adds an activity to a goal in the performance goal plan of Goal Management, the activity linked to the goal appears
in the employee's Continuous Performance Management channel. The employee's direct manager sees the activity on the goal
plan but can only drill into an activity from the goal plan if they co-own the activity. When the activity was created in a meeting
channel with another employee, for example a matrix manager, they can see the activity on the goal plan and drill into that activity
in their channel in CPM.

When employee B joins a Channel with employee A and then employee B links an
Activity to their default Goal plan, who can see the Activity in the goal plan?

A matrix manager (employee A) with role-based permissions can also view all activities in a shared goal. Drilling down into an
activity from the goal plan is only available in the meeting channel between the co-owners of the activity: employee A and
employee B. The direct manager sees ALL activities linked to employee B's default goal plan, including those that were added from
other channels not owned by the manager, though the direct manager can't drill into those activities.

Is it possible to set up a Channel in such a way that Actitivies/Goals can be created

or linked for both the Channel owner and the Channel participant?

No, only the Activities and Goals of the meeting channel participant are shown in the shared channel, not those of the meeting
channel owner.

If employee A invites employee B to join a Channel and employee B links an Activity

to a Goal, who can see the Activity?

Both the channel owner (employee A) and the channel participant (employee B) sees the activity in their shared channel as well as
the manager of employee B.

Because the activity also appears in employee B's personal goal plan, the manager of employee B has permission to view the goals
and relevant information within the employee's goal plan. The manager is able to see ALL activities linked to the goal (including

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those that were added from a separate channel not owned by the line manager). The direct manager can't drill into the activity
details for activities added in a separate channel.

Employee A invites employee B to join a Channel. When employee A creates

Activities or Achievements, who is the owner of those Activities and Achievements?

The Channel participant (employee B) is the owner.

The Channel owner (employee A) can create Activities and Achievements then link goals to those Activities for the Channel
participant (depending on role-based permissions and target population for those permissions). However, the Channel participant
(employee B) is considered the owner of the Activity or Achievement.

If employee A invites employee B to join a Channel, will employee B be able to link

Activities created in the shared channel to goals from employee A’s default goal
plan?

No, the Channel owner's (employee A) goals won’t be available to link to Activities in the shared channel. Only the Channel
participant’s (employee B) goals can be linked to Activities via the shared channel.

Similarly, in a shared channel, it’s only possible to create goals for the Channel participant’s (employee B) default goal plan.

Is it possible for employee B to view the Achievements of employee A?

No, it isn’t possible. The Channel owner (employee A) can view the Achievements of the Channel participant (employee B), but the
participant can’t view the Channel owner's (employee A) Achievements.

Is it possible for employee B to initiate another Channel with employee A, if they

already share a channel?

No, it isn’t possible to initiate another Channel when a meeting channel already exists between two users. For example, employee B
can’t request a meeting channel with employee A if one already exists.

Is it possible to share Activities created in a Channel between an employee and their

manager to a channel shared between the employee and another user
(nonmanager)?
No, the Activities created in the manager/direct report channel can’t be shared to any other channel in the Active Channels list.

Is it possible for Channel owners to request feedback on the Activities created for
the Channel participant?

No, only direct managers can request feedback on Activities within their shared channel.

 Remember
Enable Multiple Roles Support functionality only applies to Continuous Performance, not Continuous Feedback.

Do the Reports for Matrix Managers automatically display in the Channel List?

No, matrix managers must initiate a channel with their matrix reports.

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The multiple roles functionality allows for users outside the traditional manager/direct report hierarchy to create meeting
channels. The feature was designed to offer you the exibility to be inclusive of other roles in a leadership or managerial capacity to
use a 1:1 meeting channel. The system doesn’t pull in those other nontraditional hierarchical relationships by default, and isn’t
intended to.

Direct reports automatically display under a manager in the Active Channels list.

 Note
A direct manager can view the activities on the goal plan created by the matrix manager and employee. The direct manager
can't drill into those activities. To drill into an activity from the goal plan, you must co-own the activity and are within channel.

Is it possible to hide the Channels shared between the manager and their direct
reports?

No, the manager/direct report channels are static – it isn’t possible to hide them.

What is the maximum number of Active Channels that a user can access?
A user can have up to 300 active channels and also have up to 300 hidden channels.

Creating Channels
Users can create 1:1 channels on Continuous Performance Management with other colleagues to better share activities and goals,
and track discussion topics with meeting notes. Managers have channels automatically created with their direct reports.

Prerequisites
Enable Multiple Role Support is enabled in Continuous Performance Management Con guration admin tool.

Users have been granted the User Permissions Continuous Performance Management User Permission Access to
Continuous Performance Management with appropriate target population de ned.

Users who can search for target employees with certain search criteria should have the permission User Permissions
General User Permission User Search and the permissions mentioned in Con guring People Search.

Users who want to search for target employees by groups, should rst de ne certain groups in Settings Groups .

Context

Users with permission, can invite others to a 1:1 channel, supporting reporting beyond the traditional manager hierarchy. They
can't invite themselves and other users whom they already share a channel with or sent an invitation to, or who they don't have
permission to access. The users that receive the invitation can accept or decline it.

Procedure
. Select the Invite button on the header of the Channels list.

. In the Invite dialog, Search and select employees one by one. You can also select the Advanced Search ( ) icon to open the
Find Employee dialog, in which more search criteria are avaible for use.

. In the Search Results, make selections. If you choose to select all, the rst 20 users that get loaded at the initial time are
selected. You can scroll down to load more times, then select all for more.

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. Review the selected users in the Selection List.

. Choose Invite to send the invitation.

Next Steps
Recipients of the channel invitation can accept or decline the request. Upon acceptance, the channel is created, with the invitation
sender as the channel owner and the recipient as the channel participant.

Deleting Channels as the Owner

Channel owners can delete channels including declined channel invitations as needed.

Prerequisites

Enable Multiple Role Support in Continuous Performance Management Con guration admin tool is enabled.

Context

Channels that involve the existing employee-manager and employee-matrix manager relationships can't be deleted. You can delete
channels one by one, or in bulk. If a channel has existing data, such as activities, achievements, and meeting history, it will remain
in the participant's channel list. The channel will be moved to Hidden Channels and marked as Ownerless. The participant can edit
only the existing content. However, empty channels will be removed from the participant's channel list as well.

Procedure
. Option one: Single deletion. Select the trash bin icon ( ) that shows when you hover on the channel item in the list, or
select the Delete Channel button in the channel details page (for declined channel invitation, select the Delete button in
the details page).

. Option two: Bulk deletion. Choose Select And Delete Channels button on the header of the channel list, and in the Delete
Channels page, select and delete up to 50 channels in one time.

Deleting Channels as the Administrator

Administrators with permission can delete channels including declined channel invitations as needed.

Prerequisites

Enable Multiple Role Support in Continuous Performance Management Con guration admin tool is enabled.

You have the Administrator Permissions Manage Continuous Performance Management Delete Channels
permission.

Context

Channels that involve the existing employee-manager and employee-matrix manager relationships can't be deleted. If a channel
has existing data, such as activities, achievements, and meeting history, it will remain in the participant's channel list. The channel
will be moved to Hidden Channels and marked as Ownerless. The participant can edit only the existing content. However, empty
channels will be removed from the participant's channel list as well.

Procedure
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. Go to Admin Center Delete Channels admin tool.

. Search for channels by owner, participant, last update date.

. Selete and delete channels.

Activities View
In the Activities view, a channel owner and the participant can easily create, manage, and update activities that the participant
needs to complete.

Activities are actions taken toward achieving goals. What you are working on may or may not be related to a goal, though these
actions can be captured as activities. The Activities view allows you to sort activities by status and by goals to track their progress
toward goals.

View by Status

Every activity has a Status value to indicate progress. The View by Status ltered view is like a Kanban board, allowing you a clear
view of your activities and your focus for continuous performance.

Activities are shown in Kanban board style, arranged by the status.

Only activities shared with the currently selected channel member are shown.

When you change the status of an activity on completion, you're prompted to convert the activity to an achievement.

View by Goal

Activities are arranged by either Performance Goal or Development Goal.

Goals from the currently selected goal plan are shown in individual columns with their linked activities. In each column,
activities are arranged by last modi ed time.

You're able to view the goal plans and goals that you have access to.

From the View by Performance Goal tab, you can add a new goal by choosing + Create Goal. The added goals are included
in your default performance goal plan.

You can edit and delete performance goals. When a goal is deleted, all references to the goal are removed. Related activities
aren’t deleted, but are moved to the Not Linked to Goals column.

Activities in the Not Linked to Performance Goals and Not Linked to Development Goals columns include activities that
aren't tied to either any performance goals or any development goals.

 Note
For example, when ltered by performance goals, activities in the Not Linked to Performance Goals column include
these:

Activities linked to development goals but not linked to performance goals

Activities not linked to any kind of goal

The Not Linked to Development Goals shares the same behavior, except that activities linked to performance goals are
included.

Activity Details

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When you select an activity card, that activity opens in an Activity Details view.

Post an activity update, and edit or delete previous updates.

View feedback that was provided on (linked to) the activity.

Request feedback about the activity.

Delete the activity.

Edit the activity name.

Change the activity status. When an activity is completed, you can mark it as an achievement and is shown in the Kanban
board with a Marked as Achievement icon.

 Note
If the activity is deleted, the related achievement is deleted.

Link the activity to goals. An activity can be linked to up to 20 performance goals and 20 development goals across
different goal plans, including those from legacy (unconverted) goal plans.

Add attachments to the activity.

Create Activity

When you select the Create Activity button, that opens a dialog where you can add these activity details.

Activity name

Status

Linked goals. An activity can be linked to up to 20 performance goals and 20 development goals across different goal plans,
including those from legacy (unconverted) goal plans.

Attachments

 Note
As a manager, you can create, update, delete, or request feedback on activities on behalf of your direct reports. You can also
add or remove updates from their activities.

Related Information
Adding, Editing, and Deleting Goals in Activities View
Channels

Adding, Editing, and Deleting Goals in Activities View

Users can manage their goals directly in the Activities view, without navigating to the Goal Management module page. In the View
by Performance Goal tab, users can add, edit, or delete performance goals. From a Create Activity dialog, they can create new
performance goals and development goals.

Prerequisites

In Admin Center Goal Management Feature Settings , the Enable Goal Management Access Permission checkbox is
selected.

Users have Goal Management Access and Access to Continuous Performance Management Data, and Goal Plan
Permissions under User Permissions Goals .

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Users have at least an active goal plan, and have permission to create, edit, delete goals. For details permission settings,
refer to Permissions for Goal Plan Templates.

Users have Access Continuous Performance Data and Access Continuous Performance Page permissions under User
Permissions Continuous Performance Management User Permission .

Users have View and Edit permissions under User Permissions Continuous Performance Management Activity .

 Note
Users are no longer able to create goals in the unconverted goal plan templates when the latest Goal Management is enabled.

Context

Users have more convenient control over their goals by creating, editing, or deleting goals directly from Continuous Performance
Management module page. Any data changes will be synchronized to Goal Management.

 Note
It’s only possible for a user to create personal goals from Continuous Performance Management. For group goals and team
goals, they still need to go to the Goal Management module page.

 Note
Currently, the mobile apps doesn't support creating development goals when creating, editing and viewing activities.

Procedure

Creating Performance Goals and Development Goals from Create Activity Dialog:

. In the Activities view of Continuous Performance page, choose Create Activity button.

A Create Activity dialog box shows.

. In the Linked Goals section, choose Link button.

A Link Activity to Goals dialog box shows.

. Choose Create Goal button.

Once saved, the new goal appears in the selection list for you to link with the activity.

Creating Performance Goals in View by Performance Goal Tab:

. In the Activities view, choose View by Performance Goal tab.

In the kanban board, activities are grouped under their linked performance goals.

. Scroll the kanban board to the far right, and choose + Create Goal tile.

A Create Performance Goal dialog box shows.

Editing or Deleting Performance Goals:

. In the Activities view, choose View by Performance Goal tab.

. On a goal column, choose … (More) button.

Dependent on the permissions you have with Goals Management, you're able to see either, both or none of the options to
edit or delete a goal.

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Achievements View
With the Achievements view, a channel owner and the participant can see a summary of the achievements that the participant has
made. You can lter them by performance goal, development goal, or time frame.

 Note
In the mobile experience, the Achievements screen is read-only. To view or edit the details of an achievement, you can instead
go to the Activities screen.

Create Achievements

Achievements are completed activities. There are two ways to create an achievement:

In the Achievements view, you can directly create an achievement, and the corresponding activity with completed status
will be automatically added to the Activities view.

In the Activities view, when an activity's status is set to Completed (or its equivalent value), you can mark it as an
achievement, which will be automatically displayed on the Achievements view.

Deleting Achievements

Deleting an achievement automatically removes its associated activity, and deleting a completed activity removes its related
achievement.

Achievement Details

Selecting an achievement card opens its details page.

You can view when it was created, updated, and achieved.

You can edit its name and achieved date.

You can view and edit its linked goals. An achievement can be linked to up to 20 performance goals and 20 development
goals across different goal plans, including those from legacy (unconverted) goal plans.

You can view and delete feedback on this achievement.

You can delete the achievement.

Related Information
Channels

Allowing an Enhanced Achievement Experience

You have the option to allow users to focus on achievements using Continuous Performance Management (CPM).

Continuous Performance Management (CPM), makes it possible to create standalone achievements. When you change the status
of anActivity to completed (or its equivalent), you're prompted to convert the activity into an Achievement.You can also create an
achievement rst.

For CPM, activities and achievements are designed to work together.

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An Activity represents something someone is working on in support of their goals and they can track their activities’ status
on a Kanban board.

An Achievement is the completion of an activity.

CPM allows con guration exibility. An administrator can change the default view of CPM to Achievements to allow users to
directly add an achievement. The default selection changes the initial view for all CPM users.

 Remember
The selection of the initial view is applied to all CPM users.

Achievements Default View Activities Default View

UI The Achievements view is shown when The My Activities view is shown when
selecting Continuous Performance from selecting Continuous Performance from
the main navigation menu. the main navigation menu.

Both Achievements and Activities views Both Achievements and Activities views
are available. are available.

Achievements Users can add new achievements on the In the Activities scenario, when the activity
Achievements view. status is changed to completed or
accomplished, an additional eld is shown
in the activity dialog box, Mark as an
achievement.

Activity Status Activity Status labels are set to track the A default of Activity Status labels is
progress of activities. Achievements don't available to track progress. Activities
use status labels. When a user creates a toward goals are created by employees and
new achievement, a new activity with the assigned a status. The activity status that
same information is automatically created. they select is shown in a Kanban board that
That activity has the Activity Status set to provides an easy, organized way to show
Completed. It’s possible to edit the status progress toward goals.
of the activity.

(Optional) If you’re only using

achievements, you can con gure a single
Activity Status.

Multiple Roles Drilldown into achievements in a shared Drilldown into achievements and activities
channel (as granted by permission). Users in a shared channel (as granted by
can edit Achievements in a shared channel permission).
(as granted by permission).

Integration Creating an achievement automatically Actions are integrated with other modules.
creates a same name activity for integration
with other modules, for example, Goals.

Permissions Even in an Achievements scenario, users CPM permissions to access, view, and edit
must have View and Edit permissions for achievements and activities.
both Activities and Achievements. Without
those Activities permissions, the user can't
create an Achievement.

If you only grant View permission for

Activity, the Create Achievements button
isn’t available, even if the View and Edit
permission to Achievement is granted.
(When adding an achievement, a same-

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Achievements Default View Activities Default View

name activity is also created for integration

purposes.)

Goals Achievements can be ltered by Activities ltered by Status or ltered by

Performance Goals or Development Goals. Performance Goals or Development Goals.

File Attachments No les can be attached to achievements. Files can be attached to activities.

Related Information
Enabling Activities or Achievements as the Default View for Continuous Performance

Meeting View
Continuous Performance includes a dedicated meeting view that supports 1:1 meetings between a channel owner and a channel
participant.

Overview

The Meetings view provides a space for 1:1 discussion about performance with an easy way to review the participant's current
activities and achievements as well as structure an agenda of discussion topics. When a meeting is saved, it's archived in the
Meeting History, which allows a review of previous 1:1 meetings.

Major Functions

Area Description Comments

View Meeting A button to open the Meeting view, When the button is selected, the Meeting
available in the Activities and the view opens and shows any un nished
Achievements view. activities or new achievements (completed
activities) since the last 1:1 meeting,
together with discussion topics and
meeting notes.

Discussion Topics Discussion topics create a focused agenda Create a shared meeting agenda or
for the meeting and can be added, edited, action items for each meeting.
or deleted.
Use discussion topics to document
issues or ideas that are worthy of
discussion.

Meeting Notes Meeting Notes allows you to add notes or Add notes or copy & paste text into
copy & paste related information to include meeting notes.
with the meeting.
Meeting notes are only visible to the
creator of the notes.

Meeting notes are saved separated

from the meeting, though are
shown in Meeting History.

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Area Description Comments

Activities The shared activities and achievements From within the meeting view, you
(completed activities) are shown. These can add a new activity, update an
activities can be ltered by status or goal. activity or edit the activity details.

From within the meeting view, you

can add new performance goals and
development goals.

 Note
The Continuous Performance
Management mobile experience
only supports creating
performance goals.

Finish and Add to Meeting History Choose Finish and Add to Meeting History It captures the activity status at the
to archive the contents of the meeting. time of the meeting, along with your
Saving the meeting con rms that the discussion topics.
meeting occurred.
The contents are archived to the
Meeting History.

Meeting History The Meeting History provides a dropdown For data accuracy, meeting history can't be
selection of previous meetings by date. edited.

Related Information
Channels

Capturing Meeting Notes for 1:1 via the Web Application

If Meeting Notes are enabled in Continuous Performance Management, users can add notes.

Prerequisites
Continuous Performance Management is enabled.

Enable Meeting Notes is enabled on Features Con guration section of the Continuous Performance Management
Con guration in the Admin Center.

Context

By adding meeting notes during 1:1 meetings, you have a central place for your discussions.

 Note
The following character limits apply to meeting notes:

As meeting notes supports HTML, the character limit is 2000, including HTML characters.

Procedure
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. Sign on to the application.

. Select Continuous Performance from the main navigation menu.

. Select a person from the Channels column.

. Choose the View Meeting button.

A Meeting with <selected person> on <today's date> is shown.

. Create a discussion topic name in the Discussion Topics area and choose Add.

The new discussion topic is shown at the top of the list (when there are previous discussion topics).

. Enter your notes under Meeting Notes.

. Choose Finish and Add to Meeting History to close the meeting and save the notes.

 Note
You can prepare for a meeting ahead of time, for example create new agenda items, before the actual meeting occurs.
By using the breadcrumb to return to Activities, the changes made are saved though the meeting isn't considered
nished. When the actual 1:1 meeting occurs and the updates completed, Finish and Add to Meeting History closes the
meeting and adds to the Meeting History. Because meetings capture a snapshot of activities and the agenda of the
meeting, once you've nished the meeting, no changes can be made.

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