Getting Started with SAP SuccessFactors Performance and Goals Academy
Introducing Goal Management
Setting Up and Configuring the Goal Plan Template
Configuring Goal Plan Categories and Fields
Configuring Goal Plan Permissions
Exploring Goal Management as an Administrator and End User
Introducing Performance Management
Using Job Architecture in Performance Management
Setting Up and Configuring the Performance Form Template
Configuring Sections in Performance Form Templates
Configuring Permissions in Performance Form Templates
Exploring Performance Management as an Administrator and End User
Using Calibration in Performance Management
Deploying Continuous Performance Management and Feedback
Deploying 360 Reviews
Implementing Translations
Succeeding as a Consultant

Managing Goal Libraries

Objective

After completing this lesson, you will be able to manage goal libraries used in goal plan templates.

Goal Libraries

A goal library is a list of goals that the user can select and add to their goal plan or the goal plans of their direct reports. The library supports multiple goal selection that enables the user to add several goals in one time.

An SAP SuccessFactors standard Goal Library in English US is automatically loaded and included with Total Goal Management. The default library is set up with two standard fields: Name and Metric, but additional fields can be included, such as start, due, done, state, weight, etc.

Goal libraries can be exported, modified, and imported back into SAP SuccessFactors. It is possible to include multiple languages and multiple libraries in the same import. Managing goal libraries is considered an administrative function.

Note

More information can be found in the following resources: Goal Library and the following Knowledge Based Article includes the Translated Goal Libraries ZIP file, which can be used to import a standard goal library in different languages via Import/Export Goal Library tool. 2072678 - How to Import and Export Custom Goal Library and "Standard Goal Libraries" translations - Goal Management

Connect to the Goal Plan XML

If using the default library included with Total Goal Management (TGM), there is no requirement to map the library to your Goal Plan. You should see the following code where no ID is referenced:

Code Snippet
1234

<obj-library name="SuccessFactors Library">
</obj-library>

However, if using a custom Goal Library, a required step to be able to create goals from a Goal Library in your goal plan will be setting up the mapping in the Goal Plan XML template.  

In the following figure, you can find the code required to map the Goal Library to a Goal Plan XML. The id will reference the Goal Library GUID, which uniquely identifies the goal library in your instance. Only one goal library can be mapped to a Goal Plan. 

Goal Library mapping to a Goal Plan XML template is displayed.

Multiple goal libraries in the same goal plan cannot be used, but you can have as many libraries as needed in your instance. 

Best Practice recommendations for Goal Libraries

The recommended goal library configuration when creating custom libraries is the following:

  • The Goal Library should have between 10 and 15 categories.
  • Each category should have a maximum of 4 sub-categories.
  • Each sub-category should have between 10 and 15 goals.
  • Overall, a library should not have more than 1000 goals.

Procedure: Create, Edit and Import a Custom Goal Library

Steps

  1. Navigate to Import/Export Goal Library using Action Search.

  2. In the Import/Export Goals library area, under the Download Goal library template CSV file heading, select Default Header from the drop-down menu.

    Example

    Import Export Goals library screen with Default Header and Download button highlighted.

  3. Choose Download.

  4. When it has downloaded, open the .CSV file.

  5. Define whether an item is deleted from, updated, or added to, the goal library.

    In row 8, column A, enter ADD, DELETE or UPDATE.

  6. Create the structure of the goal library.

    In row eight, column B, enter Goal Library. Entries in other rows in column B must be either Category or GoalLibraryEntry.

  7. Create your own IDs for each entry within the library.

    In column C, you may define your own number structure. The first number selected for the Goal Library entry must be used to connect the library to the Goal Plan XML file.

  8. Define the child entries.

    In order to group categories within the goal library, the "Category" entries must reference the GUID of the "GoalLibrary" entry in the PARENT_ID. To sort goal entries within each category, the "GoalLibraryEntry" entry types must reference the "Category" GUID in the PARENT_GUID column.

  9. Define the Locale or Language Pack of the Goal Plan.

    Column E is used to translate the goal library into languages other than the default U.S. English language pack.

  10. Define the text that displays in the goal library.

    Column F defines the text that displays in the goal library from Add a New Goal from Library, the categories, and the goals within the categories.

  11. Define the text that populates the Metric field.

    Column G contains the text that displays in the Metric field when you add a new goal from the Goal Library. There may be additional columns depending on how many fields you configure for the goals, which are added to the goal plan. Those fields are populated in the .csv file. Information that you enter into these columns prepopulates those fields when someone selects Add Goal→Create a New Goal→Goal Library.

  12. Save the file.

  13. Import the goal library in the CSV file into the Instance through Import/Export Goal Library. Choose Import.

    When the import is complete, the goal plan is visible in the Import/Export Goal Library area.

  14. In Manage Templates, locate your goal plan template, and select the Download option, to export the latest version.

  15. Open the XML of your goal plan in an XML editor.

  16. Enter the ID of your new Goal Library within the <obj-library> tag. See example of code block below (the closing tag</text-replacement> is shown as a guide for the order of elements only).

    Example

    Code Snippet
    123
    </text-replacement>
                               <obj-library name="SuccessFactors Goal Library" id="1000">
                               </obj-library>

  17. Validate, save as a new version, and update the template via Manage Templates.

Result

You have successfully edited your Goal Library, imported it into the instance, and mapped the library with your Goal Plan XML template.

Exercise: Import a Custom Goal Library

Task 1: Import a Custom Goal Library

Business Example

Your customer asks you to edit and import a custom goal library to suit their requirements. You must edit the .CSV file and import it into the client’s Instance.

Learn how to create your own goal library and map to your Goal Plan XML template.

ExerciseStart Exercise

Steps

  1. Edit and Import a Custom Goal Library. You can use this example:

    Goal Library Example

    TYPEENTRY_TYPEGUIDPARENT_GUIDLOCALEENTRY_NAMEmetric
    ADDGoalLibrary2000 en_USMy Goal Library 
    ADDCategory200012000en_USCustomer Service 
    ADDGoalLibraryEntry20000120001en_USIncrease the Net Promoter Score (NPS) by 15 points within the next quarter.Quarterly NPS Surveys
    ADDGoalLibraryEntry20000220001en_USDecrease the average customer support response time by 30% within the next six months.Customer Satisfaction Scores (CSAT)
    ADDGoalLibraryEntry20000320001en_USAchieve a customer retention rate of 85% or higher by the end of the year.Churn rate from Yearly Customer Retention reports

    1. Navigate to Import/Export Goal Library using Action Search.

    2. Download the Default Header Goal Library template CSV file.

    3. In the Import/Export Goals Library area, select Default Header in the drop-down menu, and click Download

    4. Open the CSV file, and insert the following information:

    RowColumnValue
    Row 8Column AInsert "ADD"
    Row 8Column BInsert "GoalLibrary"
    Row 8Column CDefine your own goal library ID (choose any number)
    Row 8Column DLeave blank
    Row 8Column EInsert the Locale or Language Pack of the goal plan (e.g. en_US)
    Row 8Column FInsert the text that the end-user sees when adding a library goal to the goal plan
    Row 8Column GLeave Blank
    Rows 9 and 10Column AInsert "ADD"
    Rows 9 and 10Column BInsert "Category"
    Rows 9 and 10Column CDefine your own category GUIDs (choose any numbers)
    Rows 9 and 10Column DReference the goal library GUID as the PARENT_GUID for the first category. List the first category’s GUID in the PARENT_ID for the second category. This nests a category within a category.
    Rows 9 and 10Column EInsert the Locale or Language Pack of the Goal Plan
    Rows 9 and 10Column FInsert the text that the end-user sees when adding a library goal to the goal plan
    Rows 9 and 10Column GLeave blank
    Rows 11 and 12Column AInsert "ADD"
    Rows 11 and 12Column BInsert "GoalLibraryEntry"
    Rows 11 and 12Column CDefine your own goal entry ID
    Rows 11 and 12Column DReference the category GUID in the PARENT_GUID column to group these categories within the correct category
    Rows 11 and 12Column EInsert the Locale or Language Pack of the Goal Plan
    Rows 11 and 12Column FInsert the text that the end-user sees when adding a library goal to the goal plan
    Rows 11 and 12Column GInsert the text that will prepopulate the Metric field when you add a new goal from the Goal Library.

    You will always have GoalLibrary and Category entries in the library. Each unique Locale (language pack) will have a unique GoalLibrary entry, with translated Category entries from the default language pack.

    Look at the HEADER rows from row 3–7 for the additional types of entries that can be made besides GoalLibraryEntry within categories. Milestones or Metric Lookup Tables can also be added through the library CSV file. These are separate from the goal library entries, because each of these types are tables and have sub-fields that could include any of the listed ENTRY_NAME options, including target, actual, desc, start, due, and so on.

  2. Import the CSV back into the instance from Import/Export Goal Library.

  3. Confirm that the goal plan appears on the Import/Export Goal Library page.

  4. Associate the Goal Library to your Goal Plan XML template.

    1. In Manage Templates, locate your goal plan template and select the Download option to export the latest version.

    2. Open the XML of your goal plan in an XML editor and place the ID of your new Goal Library within the <obj-library> tag, like this example.

      Example

      Code Snippet
      12
      <obj-library name="My Goal Library" id="2000">
             </obj-library>

    3. Save your XML by adding _v2 at the end of the name to practice version control.

  5. Navigate back to Manage Templates and select the Update option for your goal plan template, to import the latest version.

Summary

  • A goal library is a list of goals that the user can select and add to their goal plan or the goal plans of their direct reports. The library supports multiple goal selection that enables the user to add several goals in one time.
  • Goal libraries can be exported, modified, and imported back into SAP SuccessFactors. It is possible to include multiple languages and multiple libraries in the same import. Managing goal libraries is considered an administrative function.
  • Multiple goal libraries in the same goal plan cannot be used, but you can have as many libraries as needed in your instance. 
Learning

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