Configuring Goal Plan Template

A Goal Plan Template is used to define the categories and fields for your users’ Goal Plans. The configuration of the goal template is highly dependent on your company’s policies, procedures, and business requirements.

Categories are used to organize and group similar goals. Organizations can define their own categories, use the standard categories provided by SuccessFactors, or use a combination of both when configuring goal plan templates.

The Balanced Scorecard is a strategic planning and management system used extensively in organizations worldwide to align business activities to the organization’s vision and strategy, improve internal and external communications, and monitor organizational performance against strategic goals.

The categories of the Balanced Scorecard are:

• Financial
• Customer
• Internal business processes
• Learning and growth

Each goal in SAP SuccessFactors is defined by its fields. These may be as simple as the Goal Name, Metric, Start Date, Due Date, and Status. However, you may also configure other types of fields depending on your organization's tracking and reporting needs.

Fields can be configured as required or mandatory for the employee to complete to force users to fill in the necessary data when creating a goal.