About
Continuous Performance Management (CPM) is a comprehensive performance management solution that enables organizations to track, manage, and optimize employee performance. Key features include goal tracking, achievement recognition, regular 1:1 conversations, and continuous feedback exchange among colleagues and supervisors.
CPM Reimagined
The legacy version of Continuous Performance Management (CPM) was reimagined in 2020, delivering an enhanced user experience with intuitive interface updates and advanced features such as activity management, achievement tracking, multi-role support, streamlined meetings, and other enhancements.
My contributions
Achievements View: A centralized achievements view
Linking activities to multiple goal plans: Enhanced flexibility that lets employees link activities to multiple goal plans
Adding attachments to activities: Attaching relevant files to activities to improve activity tracking
Achievements View:
About
CPM enables users to create activities and convert completed ones to achievements. Achievements are then highlighted with an icon in the Completed Activity column of the Activity Kanban view.
Team size: Sole Designer
Problem
While activities are useful for some, many employees and managers rely on achievements to measure performance. However, the legacy design failed to sufficiently prioritize achievements, hindering efficient achievement tracking and effective performance evaluations.
Solution
Achievement View, a centralized hub that showcases all achievements, providing an optional landing page. This page displays a concise achievement summary, and enables seamless management of all achievement-related tasks from a single location.
Final design
Achievements landing page
Create new achievement
Filter achievement data
Linking activities to multiple goal plans
About
CPM enables employees to track progress toward their goals by creating activities and mapping them to larger goal plans.
Team size: 2 designers
Problem
Many customers leverage multiple goal plans within Goal Management. However, CPM's legacy functionality only supported linking activities to goals from a single plan, imposing a significant limitation on these customers.
Solution
To address the limitation, we enhanced CPM’s flexibility by allowing employees to link activities to multiple goal plans during activity creation or editing.
Final design
Link activity to goals from multiple goal plans
Adding attachments to activities
About
CPM enables employees to create activities to track performance, providing increased visibility and allowing them to seek guidance from managers when needed.
Team size: Solo designer
Problem
CPM utilizes Activity and Meeting tracking to monitor and evaluate employee performance. CPM lacked a critical capability: providing context and evidence to activities for comprehensive performance tracking.
Solution
The Activity Attachment feature that enables employees to enhance activity tracking by attaching relevant files. Employees can add/edit/delete attachments from their own activities, view and download attachments added by managers, and delete attachments in shared activities.
Final design
Add attachments when creating activity
Editing attachments from activity details page
Testing
Our team conducted design advisory sessions for CPM reimagined at every step to validate the direction and gather feedback on designs from customers. One such session, inviting 20 customers from 14 organizations, along with SuccessFactors representatives from both Product Management and UX, received great feedback and participation from customers.
"What we saw today looks very promising, on the right track, and very positive."
"This was the best one yet – we're excited!"