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SuccessFactors AI - AI-Assisted Performance Insights for Manager (Set up and hints)

jenny_geipel
Product and Topic Expert
Product and Topic Expert
‎2025 May 13 3:50 PM
406

Leveraging generative AI capabilities, managers can now gain insights into employees' performance in the latest experience of Performance Management forms.

With proper configurations, managers in the single-role step can access the feature by selecting the Generate button in a new area called Boost your review with AI-powered insights! at the beginning of the form

 

To get the AI-Assisted Performance Insights tool activated some small steps are needed.

1. Fullfill the pre-requisites: you have to have 

  • licenses for AI Units
  • you have enabled the latest experience of Performance Management forms via Admin Center >> Performance Management Feature Settings 
  • you have enabled Assisted Performance Insights for Manager Review via Admin Center >> Form Template Settings >> <your forms>

2. Activate the function

With the AI Units you will find a new admin page in SuccessFactors where you can activate AI Scenarios (AI Service Administration). Grant the permissions to this page to your user to manage the AI Scenarios.

jenny_geipel_0-1747147289020.png

 

In this application (AI Service Administration) you have to activate Assisted Performance Insights. With this setting you have activated the function in overall.

 

jenny_geipel_4-1747147435759.png

 

3. Assign permissions to your users

To make sure users can use the function add the scenarios to the relevant permission roles.

With activation of AI functions we have a new RBP category available under user permissions -> AI Access

Select the "Assisted Performance Insights" permissions [should be a manager permission].

 

jenny_geipel_5-1747147509152.png

DONE 

jenny_geipel_3-1747147288954.png

How to find the insights button:

Open the form in a relevant manager status:

jenny_geipel_6-1747147559520.png

You can generate the insight on the top of the new forms UI.

jenny_geipel_7-1747147578203.png

 

Important note about the data that is used to generate the content:

We are using data about the employee's performance that is created between the form start date and due date. The data contains:

  • Feedback, achievements, and meeting notes from Continuous Performance Management
  • Comments from Performance Management forms
  • Feedback provided through Ask for Feedback in Performance Management

 

With the new UI and the activation of assisted writing you have also the option to get support during comment generation. More details here: SuccessFactors AI - AI-Assisted Successor Insights... - SAP Community