With SAP SuccessFactors Goal Management, you have the ability to generate departmental, corporate, and divisional initiatives. Employees can then align their personal goals with these initiatives. These initiatives can be organized into groups based on a common theme, known as Initiative Groups.
Managing Initiatives
Objective
After completing this lesson, you will be able to manage Initiatives.
Initiatives in Goal Management
Enable Initiatives
Steps
Navigate to Goal Management Feature Settings using Action Search, and select the Enable Initiatives option.
A new set of permissions are now available under Manage Permission Roles.
- Manage Initiatives
- Share Initiatives
Navigate to Manage Permission Roles to grant users permission to access the Manage Initiatives page and Share Initiatives.
Example
Create Initiatives and Initiative Groups
Steps
Navigate to Manage Initiatives using Action Search.
Select the Create Initiative Group button.
In the Initiative Group Name field enter a name for your Initiative Group.
Select +Add Initiative.
In the Initiative Name field enter a name for your Initiative.
Use +Add Initiative to add more initiatives in this group.
Save your work.
Result
Assign Initiatives
Steps
Navigate to Manage Initiatives using Action Search.
In the Action column select the action icon of the Initiative Group you created previously.
From the dropdown select Assign.
Select the Assign To User tab.
Select and add one or more criteria in People Pool and select Done.
Select the Align With Goal Plan and check the goal plans you want to make the initiative group available for.
Select Done.
Result
Use of Initiatives in the Goal Plan
Initiatives need to be assigned both to users and to goal plan templates. If assigned, the users will be able to create goals and link them to initiatives. In the figure below, the employee is creating a goal which can be linked to one or more initiatives which are nested in initiative groups.
Note
The Initiatives functionality have some reduced scope. To review limitations and other helpful information, check the following resource: Initiatives
Summary
- Employees can align their personal goals with initiatives.
- Initiatives need to be assigned both to users and to goal plan templates.