Configuring Development Goal Plan Templates

If a newly created template cannot be seen, be sure to check Manage Permission Roles to see if permission was given to the template itself within the Goals area. This section is shared between Goal Management and Career Development Planning, so you'll need to specify which templates per role to access. To select multiple templates, select the radio button to the right of ALL and open the goal list. Check the boxes for the templates to which you wish to give access and close the list.

The following areas of the development goal plan can be modified using the General Settings area of Manage Templates.

• Edit the name of the Development Plan.
• Enter specific instructions to appear at the top of the Development Plan.
• Use the rich-text editor to change font size, color, style, or add a link to an external website.
• Enter start and end dates (these are the dates that will default for all goals added to the plan).
• Change the language (if applicable) and enter appropriate language text.

A single default Development Goals category exists as a placeholder for all goals. However, additional categories can be created if desired. One example of a use case would be to create an Archived Goals category, because users may not have new Development Plans every year.

In addition to modifications to the General Settings, it is possible to add or delete categories and fields in the development plan template. However, these options may be limited to the original configurations set up during implementation unless the XML has been modified by a Professional Services Consultant or a Customer Success request. For example, there are several other settings in General Settings that are only visible in the XML representation of development plan templates. Help from Professional Services consultants or Customer Success will be needed to make these changes within the XML code. Consultants generally capture this information as part of the implementation process. It is important to have this information well before your system goes live and to work with your consulting partner to make sure you understand the available options so that you can make the best choices for your organization.

Some examples of attributes only available via XML modification are listed below. This list is not exhaustive, so you should work with your consulting partner to make sure all options are explained. Several options are similar to options used in Business Goal Plans but some of them are not utilized in Development Goal Plans. For example, cascading of goals is not supported with Development Goal Plans.

XML Options and Descriptions (Partial List):

There are several standard fields and unlimited custom fields that can be added for development goals. Not all fields can be added through Admin Center. Some fields, like the competencies and milestones fields, must be added using the XML code.

All fields will have a label, a field ID, and a field type. Labels can be localized to any language you have enabled in the system. An additional option is whether the field is required.

When you add a new template through the SuccessStore, you automatically get the following fields:

• Goal: This identifies the name of the goal. The field type is textarea, but it can be changed to text via XML.
• Description: This is an explanation of the goal. The field type is typically a textarea.
• Start Date: This is the start date of the goal. The field type is date.
• Due Date: This is the due date of the goal. The field type is date.
• Status: This is the current status or state of the goal. The field type is enumeration (enum), which is displayed as a dropdown list of options.

Adding a field is as easy as choosing the Add a New Field option on the left side of the screen and then selecting the field you wish to add. You’ll have the following options while adding new fields (outlined here, and covered in more detail in an upcoming exercise):

• Select the language you wish to edit using the Change Language option or leave it as default.
• Create a Label.
• Check the Required Field box if the field should be required. This will add a red asterisk to the end user view.
• The option Show in People Profile Block applies to Legacy People Profile only.
• Change or add dropdown options for fields with a Field Type of enum. You can control font color and sort order.
• When working with fields of type enum, choose Add a New Value to add a new dropdown option.

To edit fields, select the field you wish to edit and make the necessary changes. You can also reorder fields in Manage Templates by selecting the six-dot icon to the left of the field and dragging and dropping the field to a new location.

The example below shows how to add a new value for the dropdown options in the standard Status field. A name and text color must be defined for the new dropdown value.

The Status field also has a couple of extra options:

• Trigger Completion: This allows you to select which status state triggers the goal to be marked as completed. You can select one of the states from the dropdown. If you leave it blank, the last state value in the list will trigger the completion of the goal.
• Completed Goals Category: Specify which goal status is considered "completed" (Trigger Completion) and select the target completed goals category in the development goal plan template. If the completed status is not explicitly configured, the system uses the last value in the status list. When users update a development goal's status to "completed" from the home page, goal plan page, goal details page, or attribute details page, the system automatically moves the goal to the specified completed category. Goals updated to "completed" by import remain in their original category unless the correct target category is also set in the import file.
• Do Not Generate Cards on Home Page: This option specifies which states do not generate a card on the Home Page. It's recommended that after saving the template, use Refresh to start a job that ensures goals in the specified states are excluded from the Home Page display. The same value cannot be selected for both Trigger Completion and Do Not Generate Cards on Home Page.

Fields can be deleted using the trash can icon that appears when you hover over the field.

If you need to continue using some of your existing Legacy Development Goal templates, you will need to convert them into the Latest Goal Management version using the tool provided within Manage Templates.

Navigate to Manage Templates and select at least one template to convert. Alternatively, you can add a new template from SuccessStore, and it will be displayed in the Latest Goal Management version.

The existing templates in your instance are convertible. You can run the Conversion tool which will ensure the template is ready to go. Any fields that are not supported will be set to optional (not required) if they were used previously, and while they will remain in the template, they will not be shown in the UI.