Creating and Editing Goals as an End User

An end user can also toggle between any goal plans that are currently active in the system and those that are permissioned to be viewable in Role-Based Permissions.

Those templates that have not converted to the Latest Goal Management will have a Legacy View for read-only access, but they are no longer editable.

An end user may also add personal goals using several different methods, including:

• Create Goal using AI-Assisted Performance Goals
• Create Goal from Scratch
• Copy Goal from another Goal Plan
• Create Goal from Library

The Create Goal button will navigate to a Goal Creation Options page, which allows the user to create goals in any of these ways:

• Generate: This option is only available if Assisted Performance Goals is enabled in AI Services Administration, and the user has Assisted Performance Goals permission granted in User Permissions→AI Access. There is a text field where an end user can input what they want to achieve and use Generative AI to create a new goal.
• Create from Scratch: This option allows end users to create a goal with a blank goal form. AI is also present to assist (if AI capabilities are enabled).
• Copy from Goal Plan: Goals can be copied over from goal plans, including those not converted to Latest Goal Management, as long as the goal plan is available for the user. A maximum of 10 goals can be copied at a time.
• Create from Library: This option allows users to select and add goals from the standard SAP SuccessFactors library or a custom goal library associated with the Goal Plan in the back end. You can select up to 10 personal goals to be created from the Library.

The Goal Alignment section in the Goal Details will show the type of alignment (Aligned Down or Aligned Up). A goal pushed from User A’s goal plan to User B’s goal plan will show that the original goal on User A’s goal plan was Aligned Down, whereas the newly created goal will appear on User B’s goal plan as Aligned Up. It is important to understand that the alignment is not related to the employee hierarchy but instead reflects the original (parent) goal aligned to the copied (child) goal.

• Regular goal: Created by the employee and lives only on that user’s goal plan
• Cascade push: Created by the employee and pushed to other users’ goal plan(s)
• Cascade pull: Created by other users and pulled onto the employee’s goal plan
• Cascade align: Link two existing goals between an employee's goal and another goal from a different user.

To cascade a goal to direct reports, select the Cascade Goal button from the Actions menu if cascading multiple goals at once, or you can select the Cascade Goal option directly in the Goal Card to start.

In the next step, you will select the recipients.

• From My Team: This tab allows users to choose from My Team, including the list of direct and matrix reports (if any).

• Via Search: This tab allows additional employees to be searched using the Advanced Search options shown in the images below.

To pull a goal from a manager’s goal plan, choose that user’s plan, select Cascade to Me button to pull one or multiple goals, or directly from the Goal Card, select the same option. Details for the goal(s) to be cascaded can be edited before they are created in the employee’s goal plan.

Users can link their performance goals with another user’s goals or unalign goals as needed. This feature helps increase goal visibility and fosters collaboration by allowing goals to be interconnected, making it easier to track and manage aligned goals across users.

Users can link goals using either of the following ways:

• In their goal plan, choose the Link Goal option on a goal card and follow the on-screen instructions.
• Go to another user's goal plan, choose the Link with Mine option on a goal card, and complete the linking steps.

Once the goal has been linked with another user, the goal details will be displayed in the Goal Alignment section of the individual to whom it has been linked. Also, an alignment relationship is established and displayed in the Goal Alignment Chart.

Users can also unalign goals using the Unalign Goal option on the goal card. This option is available for goals previously linked or cascaded in their goal plan. A separate permission must be set in the goal plan template so users can unalign goals.

Additionally, users can select the Goal Card to navigate to its Goal Details.

1. Goal Name and Visibility
2. Last modified date
3. Change Goal Status. Same as in the Goal Card, the Goal status can be easily updated.
4. % Completion
5. Action buttons
   • Edit Goal
   • Cascade Goal
   • Delete Goal
   • Link Goal
   • Unalign Goal
   • More Info: Additional goal details will be displayed here.
   • Goal Alignment: If the goal was aligned down to others or aligned up from another user, this section will indicate it. Users can select the photo to navigate to the goal aligned down or up. That way, managers can track the progress of the goal cascaded to their direct reports.
   • View Alignment Chart: There is a link to navigate to the Goal Alignment Chart as well.
   • Manage Milestones*
   • Linked Activities*

   • Comments*

*More details about these will be discussed below.

The Audit History allows users to keep track of changes to goals. An audit history record is created when a goal is created, modified, deleted, cascaded, assigned, copied, or replaced. Users can see a list of records showing what changes were made, who made the changes, and when. If a goal was modified or replaced, users can see a comparison between the previous values and the new values of the changed fields.

Changes made to the following features are not logged in Audit History: comments, activities, and learning activities.

If milestones are included in the Goal Plan, they will be displayed. Milestones is a type of table field (with columns) that may include a description of the milestone and a due date when this should be completed.

Using the Manage Milestones button, additional rows can be added, deleted, or re-ordered.

If Continuous Performance Management (CPM) is enabled, this section allows users to create activities and display the existing ones and achievements (completed activities).

This feature allows users to add comments (feedback) on any goal in a goal plan. An email notification can also be sent whenever a user receives feedback/comments on a goal. The email notification can be customized from the Email Notification Template Settings in the Admin Center, and the notification is called Goal Comment Notification.

A Goal Comment Notification is triggered in the system in the following three scenarios:

• If an employee receives feedback on their goal plan from their direct line manager, they will receive an email notification.
• If the employee provides a feedback response in the goal plan, their line manager will receive an email notification.
• If a separate user role (e.g., matrix manager) provides feedback on the employee’s goal plan, the employee and the employee’s line manager will receive an email notification.

The Engagement Card will surface any performance goals that are within 15 days of their due date, or goals that are overdue and the status has not been set to Complete. Marking the card as complete will dismiss the card.

All goals will be visible and you can decide to Hide for 7 Days (it will no longer display on the Home Page), Remind Me Tomorrow (it will display again the next day) or Mark as Complete to change the status of the goal from the Engagement Card.