Using Generative AI in Goal Management

Objective

After completing this lesson, you will be able to describe Generative AI capabilities in Goal Management.

Generative AI Features in Goal Management

Once an administrator has turned on the AI features from the AI Services Administration tool, the different permissions can be granted for end users in Role-Based Permissions, in the User PermissionsAI Access category.

End users can use the Assisted Performance Goals feature to create goals using Generative AI. When selecting Create Goal, the Goal Creation Options menu will show a text field titled Tell us what you want to achieve:, where users can provide input (up to 500 characters) and generate a goal using AI technology.

User types input and selects the Generate button to create an AI-Assisted Performance Goal.

Note

If this is the first time a user is accessing the AI capabilities, an end user acknowledgment will appear, which the user must accept to continue.
This screenshot shows the AI Usage Acknowledgment screen, required for users to accept to continue using the AI-Assisted features.

After selecting the Generate button and confirming the AI Usage Acknowledgment, you will see the Edit Goal screen, where you can edit the goal fields, such as Goal Name, Visibility, Category, Description, Metric, Dates, etc. You can also select the Regenerate button at the top right of the screen.

Displays the AI-Assisted Goal Details after selecting the Generate button - and highlights the Regenerate button.

Users can also create Team Goals using Generative AI. When selecting Create Goal from the Manage Team Goals page, the Goal Creation Options menu will display a text field where a user can input what they want to achieve and use Generative AI to create a new goal when they click the Generate button.

Additionally, the Assisted Writing with Text Analyzer AI feature can be used to get assistance from AI technology to enhance the content from text and textarea fields, like Goal Name, Metric or Description, as well as flagging inappropriate language or translate text.

The capabilities for AI-Assisted Writing available in Goal Management are:

  • Enhanced Writing: Suggests enhancements in grammar, spelling, vocabulary choices, and phrasing in the context of the selected line or paragraph.
  • Change Tone: Provides options to change the tone of the writing of the selected line or paragraph to professional, personable, or constructive to suit the communication needs of different audience groups in the organization.
  • Make Shorter: Shortens a selected line or paragraph to convey the message more concisely.
  • Make Longer: Rewrites a selected line or paragraph by adding more words to provide a detailed explanation based on the original content.
  • Make Bulleted List: Converts a selected line or paragraph into a bulleted list to simplify complex information and enhance readability by breaking it down into easy-to-read points.
  • Analyze Text: Performs a safety scan on each text box, prompt entry, or Generative AI output to detect bias and suggest replacement text for any language flagged as potentially biased, discriminatory, or harmful.
  • Translate: Translates the written text into the target language chosen by the user. This action supports the following capabilities:
    • Translation from en_US (US English) to all 46 languages supported in SAP SuccessFactors.

    • Full translation between the following languages: English (US), German, French, Spanish, Portuguese, Chinese (Simplified), and Japanese.

In the following screenshot, a user enhances the Goal Name using AI capabilities:

  1. Select existing Goal Name text. A popup menu shows, and the user selects the first option, Use AI capabilities, which displays all the available options within AI-Assisted Writing.
  2. User selects Enhanced Writing.
  3. AI-Assisted Writing shows the results.
  4. From the same menu, the user continues to prompt AI-Assisted Writing to make the text longer and change the tone to be more professional. The user can select Apply to update the goal name to the latest result, or use the copy text option from previous results and paste it into the goal name.
This screenshot shows AI-Assisted Writing icons, menu and example of enhanced writing for goals.

Suggested text from Generative AI can be edited, and AI content can be regenerated to trigger different results that can be easily compared. Once the goal is saved, in the goal details screen, there is an indication that the goal is enhanced by AI. In the Create and Edit goal screen, there is an indication of AI-generated content per goal field.

Indication of AI-generated content is highlighted under applicable Goal fields.

Users can provide feedback with optional free-text comments on the performance and development goal content that is created or edited using generative AI capabilities. If the thumbs-down icon is chosen, the Reasons for Rating dialog box appears, and users can choose one of the feedback buttons and add additional comments before clicking the Submit button.

This screenshot shows the optional AI feedback User Interface.

Permissions required to use AI Capabilities

End users will need the following permissions granted in Role-Based Permissions.

  • User PermissionsAI AccessAssisted Performance Goals, for the Goal Creation with Generative AI.
  • User PermissionsAI AccessAssisted Writing with Text Analyzer, for the AI-Assisted Writing.

Note

In SAP SuccessFactors Mobile, you can also use AI-Assisted writing when adding or editing performance or development goals to improve content that users have permission to edit, such as the goal name, description, and other content provided in goal fields of text and textarea types.

Note

The AI-Assisted Writing tool can also be used across the HCM Suite, since it is supported in many solutions, such as Employee Central, Career Development Planning, Opportunity Marketplace, Onboarding, Compensation, or Talent Intelligence Hub, to name a few. It requires purchasing an SAP AI Units license before using it. More information is available here: Premium AI Features in SAP SuccessFactors.

Use Generative AI to Create and Edit Goals

In this example, an employee wants to leverage the Generative AI capabilities to create a relevant and attainable goal based on user input to generate more revenue and make customers happy.

Prerequisites

End Users must accept the AI Usage Acknowledgment to agree on the AI capabilities considerations when generating outputs.

AI Usage Acknowledgment document shown.

Steps

  1. Navigate to the Goal Plan using the Home menu or selecting the quick action Manage My Goals from the Home Page.

  2. Create a New Goal, selecting Create Goal button.

  3. The Goal Creation Options will display different options to create a goal. The first is the ability to type a message and prompt results from the AI-powered technology. In this example, the employee types generate more revenue and make customers happy. When selecting the Generate button, the AI will prompt the creation of a new goal.

    Goal Creation using AI screen shown with search field highlighted.
  4. The new goal is created. You can review the AI-generated content in the edit goal window. The goal fields available for AI generation are Goal Name, Description, Metric, Start and Due dates, Milestones, and any custom field of type text and textarea.

    Create Performance Goal using AI enhanced content shown.
  5. Further changes can be made, such as editing the details generated or even using the option to Regenerate AI content again and trigger different results. In the following example, the Regenerate button is selected to prompt a new output. A popup message will display to confirm that the AI-generated content will be automatically updated when using Regenerate, and no history of the previous content will be retained.

  6. As a last step, the user can change the goal name before regenerating the AI content, and show different results.

    Regenerate Goal Creation using AI screen shown.
  7. Once the goal is saved, the Goal Details will indicate that this goal is enhanced by AI.

Result

Goal Details screen with This goal is enhanced by AI callout highlighted.

Complete Goal Management End User Actions

Business Example

In this exercise, you will be exploring the goal plan and completing several actions as an end user using standard functionality as well as the AI-Assisted capabilities available for Goal Management.

Steps

  1. Log into the instance and select Proxy Now, from the name menu.

  2. Proxy as Marcia Barista(mbarista), and complete the following actions in the Goal Plan.

  3. Create a new personal goal using Generative AI.

    1. Select the Create Goal button, to open the Goal Creation Options menu.

    2. On the text field Tell us what you want to achieve:, type the following: Provide world class service to our top customers.

    3. Select Generate.

    4. An AI Usage Acknowledgment will display, being the first time that Marcia is using AI capabilities in the instance. Make sure to choose Accept to continue.

    5. Review all the AI-generated content on the supported fields.

    6. Change category from Other to Customer.

    7. Add a value on the % Complete field, between 1 and 100.

    8. Select a goal Status of your choice.

    9. Review the Milestones that were AI-generated to help on the completion of the goal.

    10. Select Save.

    11. On the popup dialog, select Create another one to continue creating more goals.

  4. Create 3 new personal goals using the function to copy from another goal plan.

    1. Choose Copy from Goal Plan on the Goal Creation Options menu.

    2. Select the goal plan template 2019 Goal Plan for KTE Associates and choose the 3 goals that were transferred to Marcia previously.

    3. Select Next. Verify there are some errors and it is not possible to continue.

    4. Review the errors, selecting the pencil icon to edit the goal. The Start and Due Dates should be those of the current year goal plan.

    5. Change the dates to the current year.

    6. Additionally, reassign the category of each goal from Other to Financial.

    7. Repeat these steps for each of the goals.

    8. To finish, select Next and choose Copy on the last step.

    9. The goals are now created in your current year's goal plan.

  5. Edit one of your goals from the Goal Plan.

    1. Select the goal card for the goal you created previously using Generative AI, to drill down into the details. Edit Goal to edit one of your goals.

    2. Create an activity on the Linked Activities section.

    3. Add a new comment on the Comments section.

    4. Once the comment is added, select the text to display the AI Capabilities menu, and select the first option.

    5. Use the AI Assisted Writing, to enhance your comment. You can use an action of your choice, like Change ToneMake More Professional, and submit the comment when finished.

  6. Cascade a goal to some of your direct reports.

    1. Back to the main page of your goal plan, select the Cascade Goal button.

    2. Select one of the goals that were transferred to you.

    3. On the Select Recipients step, find the following direct reports that are visible in From My Team menu: Eve Mansfield, Linda Lewis and Nicole Sanders.

    4. Select Next and choose Cascade to cascade the goal to these users.

    5. Navigate to the goal details selecting the goal card.

    6. On the goal alignment section, select View Alignment Chart and verify the results of the cascade action.

Summary

  • Once an administrator has turned on the AI Features from the AI Services Administration tool, the different permissions can be granted for end users in Role-Based Permission, on the User PermissionsAI Access category.
  • The capabilities for AI-Assisted Writing available in Goal Management are: enhanced writing, change tone, make shorter, make longer, make a bulleted list, analyze text, and translate.
  • End users will need the permissions granted in Role-Based Permissions.