Using Goal Management in Mobile Experience

Objective

After completing this lesson, you will be able to review mobile goals functionality.

Mobile Goal Enablement by Administrators

Mobile goals access allows users to access their goal plans and their direct reports’ goal plans from a mobile device.

Overview of the Home Page from the Mobile application.

Administrators will require permission to access Mobile Settings under Manage Permission roles→Administrator Permissions→Manage System Properties.

The next step is to access Enable Mobile Features from the Action Search, where these different areas will be visible:

  • Mobile Specific: Enable notifications, on-device support, set mobile security, or turn on Org Chart.
  • Modules: Turn on Employee Central, Recruiting, Talent or Total Rewards features. The options available will depend on which modules are enabled in the instance.
  • Email Notifications: Customize mobile activation and post-activation notifications.
  • Mobile Themes: Customize the look and feel when accessing the SAP SuccessFactors application from a mobile device.

To turn on Goal Management for Mobile, navigate to Modules→Talent and turn on Goal Management. Choose Turn ON button to confirm changes.

To grant permissions to end users to access Mobile under Name menu→Settings, navigate to Manage Permission Roles. Click on the role or roles that need mobile access. Choose Permission, navigate to User Permissions→General User Permission , and grant the Mobile Access permission.

Note

Some helpful resources: SAP SuccessFactors Mobile  Additional information is available at Mobile experiences from SAP.

The Using Goal Management on Mobile Apps section of the Implementing and Managing Goal Management guide contains detailed information about what is currently supported and what is not supported in Mobile.

Mobile Goal Enablement by End Users

The administrator can only partially enable mobile goals. The remaining responsibility lies with end users. Mobile goals are compatible with iOS and Android.

Some of the actions currently supported in Goal Management on Mobile Apps are:

  • View all active Goal Plans

  • Add, edit and delete goals

  • View all personal goals description and details

  • View and update status-related fields (% complete, status)

  • View and update Goal Name field

  • Manager Access

An example of the navigation on the Goal Plan and actions over goals available in the Mobile application.

Note

It is highly recommended to review the Mobile Feature Matrix guide available in the SAP Help Portal since the list of supported/unsupported features is frequently being updated: SAP SuccessFactors Mobile Features

End users will need to take these steps to activate a mobile device:

  1. Download the SAP SuccessFactors app from App Store or Google Play.
  2. If you have not received an activation email, choose No.
  3. Log into SAP SuccessFactors desktop and, on the name menu, choose  Settings→Mobile.
  4. Select Activate via Camera. Scan the QR code that will display for 30 seconds. After this period, you can request a new QR code by selecting Activate via Camera again.
  5. If activation is successful, you can log into the instance from your mobile device.

Enable Mobile Features

Business Example

In this exercise, you enable mobile goals in the SAP SuccessFactors app.

ExerciseStart Exercise

Steps

  1. Log into SAP SuccessFactors and navigate to the name menu.

  2. Choose Settings→Mobile.

  3. Download the SAP SuccessFactors app.

    Hint

    The SAP SuccessFactors Mobile app can be downloaded from App Store for iOS or Google Play for Android. The Android app is available from Tencent App Store if you're in mainland China.

  4. Walk through the steps on your device.

  5. In the Activation Code field, enter the activation code the app provided.

  6. To view your goal plan on the app, choose the Goals icon.

  7. Choose a goal and view the information. Edit the title of a goal.

  8. Back in the SAP SuccessFactors desktop, use the main navigation menu to choose Goals.

  9. Using your mobile phone, verify the title is changed from the goal you edited in the goal plan.

  10. When you have finished testing mobile goals, navigate to the name menu and choose Settings→Mobile.

  11. To deactivate your device, choose the Manage Devices button where you will see the list of your activated devices.

  12. Choose the bin icon under Actions to deactivate the device.

  13. Choose Deactivate to confirm.

Summary

  • Mobile goals access allows users to access their goal plans and their direct reports’ goal plans from a mobile device.
  • Administrators will require permission to access Mobile Settings under Manage Permission Roles→Administrator Permissions→Manage System Properties.
  • The administrator can only partially enable mobile goals. The remaining responsibility lies with end users. Mobile goals are compatible with iOS and Android.

Learning

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