Transcript GM Action Permissions Kickoff

Understanding Goal
Management Action Permissions
<PSC>
<Date>
© Copyright 2012. All rights reserved.
7/26/2012
Agenda
•Reporting relationships illustrated
•Action permissions illustrated
•Field permissions
2
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Reporting Relationships
Illustrated
3
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)
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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”
5
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Example: Org Chart of Test Users
Alex Anderson
(aaaa)
CEO
Brooke Brown
(bbbb)
VP Sales
Ely Eisley
(eeee)
MgrDirectSales
Felicia Ford
(ffff)
Mgr Channel
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
David Drew
(dddd)
VP Ops
Ian Iverson
(iiii)
Mgr Fulfillment
Haus Guest
(admin)
Mgr Admin Fns
Janice Jones
(jjjj)
Mgr Admin
Veronica Valooshka
(vvvv)
HR Specter
Patty O-Furniture
(zzzz)
HR Admin Asst
Linda Lewis
(llll)
Direct Sales
Karl King
(kkkk)
Direct Sales
Olivia Ollie
(oooo)
Content Expert
Quentin Quincy
(qqqq)
Software Eng
Steve Simmons
(ssss)
Shipping Clerk
Ursula Urban
(uuuu)
Admin Asst
Mike Miller
(mmmm)
Channel Sales
Paula Price
(pppp)
Content Expert
Rob Richards
(rrrr)
Software Eng
Yolanda Young
(yyyy)
Sales Engineer
Tina Thomas
(tttt)
Inventory Clerk
Nancy Nash
(nnnn)
Channel Sales
6
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Wishbone Watson
(wwww)
HR Specter
Xenon Xandruszki
(xxxx)
HR Generalist
Let Grace Griffin be “Employee”
Alex Anderson
(aaaa)
CEO
Brooke Brown
(bbbb)
VP Sales
Ely Eisley
(eeee)
MgrDirectSales
Felicia Ford
(ffff)
Mgr Channel
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
David Drew
(dddd)
VP Ops
Ian Iverson
(iiii)
Mgr Fulfillment
Janice Jones
(jjjj)
Mgr Admin
Haus Guest
(admin)
Mgr Admin Fns
Veronica Valooshka
(vvvv)
HR Specter
Patty O-Furniture
(zzzz)
HR Admin Asst
Linda Lewis
(llll)
Direct Sales
Karl King
(kkkk)
Direct Sales
Olivia Ollie
(oooo)
Content Expert
Quentin Quincy
(qqqq)
Software Eng
Steve Simmons
(ssss)
Shipping Clerk
Ursula Urban
(uuuu)
Admin Asst
Mike Miller
(mmmm)
Channel Sales
Paula Price
(pppp)
Content Expert
Rob Richards
(rrrr)
Software Eng
Yolanda Young
(yyyy)
Sales Engineer
Tina Thomas
(tttt)
Inventory Clerk
Nancy Nash
(nnnn)
Channel Sales
7
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Wishbone Watson
(wwww)
HR Specter
Xenon Xandruszki
(xxxx)
HR Generalist
Reporting relationship determines who can see
Employee’s goals
E
EM
EMM
EM+
ED
All (*)
EMD
All VPs?
Alex Anderson
(aaaa)
CEO
Brooke Brown
(bbbb)
VP Sales
Ely Eisley
(eeee)
MgrDirectSales
Felicia Ford
(ffff)
Mgr Channel
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
David Drew
(dddd)
VP Ops
Ian Iverson
(iiii)
Mgr Fulfillment
Janice Jones
(jjjj)
Mgr Admin
Haus Guest
(admin)
Mgr Admin Fns
Veronica Valooshka
(vvvv)
HR Specter
Patty O-Furniture
(zzzz)
HR Admin Asst
Linda Lewis
(llll)
Direct Sales
Karl King
(kkkk)
Direct Sales
Olivia Ollie
(oooo)
Content Expert
Quentin Quincy
(qqqq)
Software Eng
Steve Simmons
(ssss)
Shipping Clerk
Ursula Urban
(uuuu)
Admin Asst
Mike Miller
(mmmm)
Channel Sales
Paula Price
(pppp)
Content Expert
Rob Richards
(rrrr)
Software Eng
Yolanda Young
(yyyy)
Sales Engineer
Tina Thomas
(tttt)
Inventory Clerk
Nancy Nash
(nnnn)
Channel Sales
8
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Wishbone Watson
(wwww)
HR Specter
Xenon Xandruszki
(xxxx)
HR Generalist
Employee can see Employee’s goals
E
EM
EMM
EM+
ED
All (*)
EMD
All VPs?
Alex Anderson
(aaaa)
CEO
Brooke Brown
(bbbb)
VP Sales
Ely Eisley
(eeee)
MgrDirectSales
Felicia Ford
(ffff)
Mgr Channel
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
David Drew
(dddd)
VP Ops
Ian Iverson
(iiii)
Mgr Fulfillment
Janice Jones
(jjjj)
Mgr Admin
Haus Guest
(admin)
Mgr Admin Fns
Veronica Valooshka
(vvvv)
HR Specter
Patty O-Furniture
(zzzz)
HR Admin Asst
Linda Lewis
(llll)
Direct Sales
Karl King
(kkkk)
Direct Sales
Olivia Ollie
(oooo)
Content Expert
Quentin Quincy
(qqqq)
Software Eng
Steve Simmons
(ssss)
Shipping Clerk
Ursula Urban
(uuuu)
Admin Asst
Mike Miller
(mmmm)
Channel Sales
Paula Price
(pppp)
Content Expert
Rob Richards
(rrrr)
Software Eng
Yolanda Young
(yyyy)
Sales Engineer
Tina Thomas
(tttt)
Inventory Clerk
Nancy Nash
(nnnn)
Channel Sales
9
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Wishbone Watson
(wwww)
HR Specter
Xenon Xandruszki
(xxxx)
HR Generalist
Manager can see Employee’s goals
E
EM
EMM
EM+
ED
All (*)
EMD
All VPs?
Alex Anderson
(aaaa)
CEO
Brooke Brown
(bbbb)
VP Sales
Ely Eisley
(eeee)
MgrDirectSales
Felicia Ford
(ffff)
Mgr Channel
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
David Drew
(dddd)
VP Ops
Ian Iverson
(iiii)
Mgr Fulfillment
Janice Jones
(jjjj)
Mgr Admin
Haus Guest
(admin)
Mgr Admin Fns
Veronica Valooshka
(vvvv)
HR Specter
Patty O-Furniture
(zzzz)
HR Admin Asst
Linda Lewis
(llll)
Direct Sales
Karl King
(kkkk)
Direct Sales
Olivia Ollie
(oooo)
Content Expert
Quentin Quincy
(qqqq)
Software Eng
Steve Simmons
(ssss)
Shipping Clerk
Ursula Urban
(uuuu)
Admin Asst
Mike Miller
(mmmm)
Channel Sales
Paula Price
(pppp)
Content Expert
Rob Richards
(rrrr)
Software Eng
Yolanda Young
(yyyy)
Sales Engineer
Tina Thomas
(tttt)
Inventory Clerk
Nancy Nash
(nnnn)
Channel Sales
10
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Wishbone Watson
(wwww)
HR Specter
Xenon Xandruszki
(xxxx)
HR Generalist
Manager’s Boss can see Employee’s goals
E
EM
EMM
EM+
ED
All (*)
EMD
All VPs?
Alex Anderson
(aaaa)
CEO
Brooke Brown
(bbbb)
VP Sales
Ely Eisley
(eeee)
MgrDirectSales
Felicia Ford
(ffff)
Mgr Channel
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
David Drew
(dddd)
VP Ops
Ian Iverson
(iiii)
Mgr Fulfillment
Janice Jones
(jjjj)
Mgr Admin
Haus Guest
(admin)
Mgr Admin Fns
Veronica Valooshka
(vvvv)
HR Specter
Patty O-Furniture
(zzzz)
HR Admin Asst
Linda Lewis
(llll)
Direct Sales
Karl King
(kkkk)
Direct Sales
Olivia Ollie
(oooo)
Content Expert
Quentin Quincy
(qqqq)
Software Eng
Steve Simmons
(ssss)
Shipping Clerk
Ursula Urban
(uuuu)
Admin Asst
Mike Miller
(mmmm)
Channel Sales
Paula Price
(pppp)
Content Expert
Rob Richards
(rrrr)
Software Eng
Yolanda Young
(yyyy)
Sales Engineer
Tina Thomas
(tttt)
Inventory Clerk
Nancy Nash
(nnnn)
Channel Sales
11
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Wishbone Watson
(wwww)
HR Specter
Xenon Xandruszki
(xxxx)
HR Generalist
“Managers Up” can see Employee’s goals
E
EM
EMM
EM+
ED
All (*)
EMD
All VPs?
Alex Anderson
(aaaa)
CEO
Brooke Brown
(bbbb)
VP Sales
Ely Eisley
(eeee)
MgrDirectSales
Felicia Ford
(ffff)
Mgr Channel
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
David Drew
(dddd)
VP Ops
Ian Iverson
(iiii)
Mgr Fulfillment
Janice Jones
(jjjj)
Mgr Admin
Haus Guest
(admin)
Mgr Admin Fns
Veronica Valooshka
(vvvv)
HR Specter
Patty O-Furniture
(zzzz)
HR Admin Asst
Linda Lewis
(llll)
Direct Sales
12
Karl King
(kkkk)
Direct Sales
Olivia Ollie
(oooo)
Content Expert
Quentin Quincy
(qqqq)
Software Eng
Steve Simmons
(ssss)
Shipping Clerk
Ursula Urban
(uuuu)
Admin Asst
Mike Miller
(mmmm)
Channel Sales
Paula Price
(pppp)
Content Expert
Rob Richards
(rrrr)
Software Eng
Yolanda Young
(yyyy)
Sales Engineer
Tina Thomas
(tttt)
Inventory Clerk
Nancy Nash
(nnnn)
Channel Sales
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Wishbone Watson
(wwww)
HR Specter
Xenon Xandruszki
(xxxx)
HR Generalist
Direct Reports can see Employee’s goals
E
EM
EMM
EM+
ED
All (*)
EMD
All VPs?
Alex Anderson
(aaaa)
CEO
Brooke Brown
(bbbb)
VP Sales
Ely Eisley
(eeee)
MgrDirectSales
Felicia Ford
(ffff)
Mgr Channel
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
David Drew
(dddd)
VP Ops
Henry Howard
(hhhh)
MgrSoftwreDev
Ian Iverson
(iiii)
Mgr Fulfillment
Janice Jones
(jjjj)
Mgr Admin
Haus Guest
(admin)
Mgr Admin Fns
Veronica Valooshka
(vvvv)
HR Specter
Patty O-Furniture
(zzzz)
HR Admin Asst
Linda Lewis
(llll)
Direct Sales
13
Karl King
(kkkk)
Direct Sales
Olivia Ollie
(oooo)
Content Expert
Quentin Quincy
(qqqq)
Software Eng
Steve Simmons
(ssss)
Shipping Clerk
Ursula Urban
(uuuu)
Admin Asst
Mike Miller
(mmmm)
Channel Sales
Paula Price
(pppp)
Content Expert
Rob Richards
(rrrr)
Software Eng
Yolanda Young
(yyyy)
Sales Engineer
Tina Thomas
(tttt)
Inventory Clerk
Nancy Nash
(nnnn)
Channel Sales
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Wishbone Watson
(wwww)
HR Specter
Xenon Xandruszki
(xxxx)
HR Generalist
All can see Employee’s goals
E
EM
EMM
EM+
ED
All (*)
EMD
All VPs?
Alex Anderson
(aaaa)
CEO
Brooke Brown
(bbbb)
VP Sales
Ely Eisley
(eeee)
MgrDirectSales
Felicia Ford
(ffff)
Mgr Channel
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
David Drew
(dddd)
VP Ops
Ian Iverson
(iiii)
Mgr Fulfillment
Janice Jones
(jjjj)
Mgr Admin
Haus Guest
(admin)
Mgr Admin Fns
Veronica Valooshka
(vvvv)
HR Specter
Patty O-Furniture
(zzzz)
HR Admin Asst
Linda Lewis
(llll)
Direct Sales
Karl King
(kkkk)
Direct Sales
Olivia Ollie
(oooo)
Content Expert
Quentin Quincy
(qqqq)
Software Eng
Steve Simmons
(ssss)
Shipping Clerk
Ursula Urban
(uuuu)
Admin Asst
Mike Miller
(mmmm)
Channel Sales
Paula Price
(pppp)
Content Expert
Rob Richards
(rrrr)
Software Eng
Yolanda Young
(yyyy)
Sales Engineer
Tina Thomas
(tttt)
Inventory Clerk
Nancy Nash
(nnnn)
Channel Sales
14
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Wishbone Watson
(wwww)
HR Specter
Xenon Xandruszki
(xxxx)
HR Generalist
“Peers” can see Employee’s goals
E
EM
EMM
EM+
ED
All (*)
EMD
All VPs?
Alex Anderson
(aaaa)
CEO
Brooke Brown
(bbbb)
VP Sales
Ely Eisley
(eeee)
MgrDirectSales
Felicia Ford
(ffff)
Mgr Channel
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
David Drew
(dddd)
VP Ops
Ian Iverson
(iiii)
Mgr Fulfillment
Janice Jones
(jjjj)
Mgr Admin
Haus Guest
(admin)
Mgr Admin Fns
Veronica Valooshka
(vvvv)
HR Specter
Patty O-Furniture
(zzzz)
HR Admin Asst
Linda Lewis
(llll)
Direct Sales
Karl King
(kkkk)
Direct Sales
Olivia Ollie
(oooo)
Content Expert
Quentin Quincy
(qqqq)
Software Eng
Steve Simmons
(ssss)
Shipping Clerk
Ursula Urban
(uuuu)
Admin Asst
Mike Miller
(mmmm)
Channel Sales
Paula Price
(pppp)
Content Expert
Rob Richards
(rrrr)
Software Eng
Yolanda Young
(yyyy)
Sales Engineer
Tina Thomas
(tttt)
Inventory Clerk
Nancy Nash
(nnnn)
Channel Sales
15
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Wishbone Watson
(wwww)
HR Specter
Xenon Xandruszki
(xxxx)
HR Generalist
Action Permissions
Illustrated
16
Examples of Action Permission Settings
17
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)…
Before
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
18
Henry Howard
(hhhh)
MgrSoftwreDev
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
After
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
C
P
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)…
Before
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
19
Henry Howard
(hhhh)
MgrSoftwreDev
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
After
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
P
C
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
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
After
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
P
Henry Howard
(hhhh)
MgrSoftwreDev
C
Note: the one doing the aligning accepts the other person’s as the Parent goal.
20
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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
Grace Griffin
(gggg)
MgrContentDev
P
21
Carole Clarke
(cccc)
VP Dev
Henry Howard
(hhhh)
MgrSoftwreDev
C
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
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…
After
Before
Carole Clarke
(cccc)
VP Dev
Grace Griffin
(gggg)
MgrContentDev
C
22
Carole Clarke
(cccc)
VP Dev
Henry Howard
(hhhh)
MgrSoftwreDev
P
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Grace Griffin
(gggg)
MgrContentDev
Henry Howard
(hhhh)
MgrSoftwreDev
Examples of Action Permissions Settings
23
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Field Permissions
24
Examples of Field-Specific Permissions
25
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.