Describing Goal Management

Objective

After completing this lesson, you will be able to provide an overview of SAP SuccessFactors Goal Management.

Introduction

This section provides a basic overview of Goal Management and provides you with information regarding the configuration decisions you will make during implementation.

As an integrated part of the SAP SuccessFactors HCM suite of solutions, Goal Management drives your company's success by helping you better align the efforts of your entire workforce while improving employee accountability.

Currently, there are two UI versions of Goal Management: GMv12 (Legacy Goals) and Latest Goal Management. This course is entirely based on the Latest version of Goal Management.

Note

In the 1H 2025 Release, those customers still on Legacy GMv12 were upgraded automatically to the Latest version of Goal Management, except for some customers that meet certain requirements. The Legacy GMv12 deletion date is planned for December 31, 2026. More information is available here (authentication required):

Goal Management.

This screenshot shows the Latest Goal Management UI; Goal Management is an integrated part of the SAP SuccessFactors HCM suite of solutions.

With everyone working together towards the same goals, your company can cover more ground and impact the bottom line.

Latest Goal Management

Benefits of Latest Goal Management include:

  • Upgraded user interface (UI)
  • Unified entrance to Performance Goal and Development Goal
  • Uncluttered goal list views
  • Integration with Continuous Performance Management to easily create activities from the Goal cards
  • Supports Generative AI features, such as AI-Assisted Goal creation and AI-Assisted Writing

Note

These AI capabilities require an additional license. For more information, check Premium AI Features in SAP SuccessFactors.
The Edit Goal option is highlighted on the My Goal Plan user interface.

More information about the scope of the latest version can be found in the Implementation Guide in the section Working with the Latest Goal Management.

Goal Management Feature Settings

Customers must first work with a consultant to determine which Goal Management features to use.

Companies may choose initially to roll out a subset of all available Goal Management features and expand the feature set over successive goal plan cycles.

Features are enabled in Admin Center→Goal Management Feature Settings, as shown in the figure below.

This screenshot shows the Goal Management feature settings that can be enabled in Admin Center. The example shows most of the features selected.

Goals on the Home Page

The Home page is where users access all the activities and processes in the system, along with an overview of the status of performance activities.

The Manage My Goals link under Quick Actions will launch the user’s active goal plan.

The 'Manage My Goals' tile is highlighted on the Quick Actions section

Additionally, goals not completed yet that require immediate action as the due date is approaching (15 days or less) or goal is overdue will appear in the For You Today section as engagement cards, and employee can decide on taking the appropriate action.

The image shows a goal that is overdue, and two more goals that the due date is approaching.

Summary

  • Goal Management helps align the efforts of employees while improving their accountability.
  • Features such as the AI-Assisted Goal creation and AI-Assisted Writing require an additional license.
  • Companies can launch a subset of all available Goal Management features and then expand them over time.
  • An active goal plan is launched from Manage My Goals.

Learning

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