SAP Learning Journey

Aligning Goals in Goal Management

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Align goals using cascade methods

Goal Alignment

The goals set for a period can be aligned to other goals. Alignment creates the connection, sometimes called linkage, between goals on the goal plans of people throughout a company.

Goals may be aligned in the following ways:

  • Cascade-push

  • Cascade-pull

  • Cascade-link (alternatively known as cascade-align)

Goal alignment also allows employees to feel more tied to the organization’s goals. When goals are aligned, SAP SuccessFactors enables managers and others with certain rights to view information regarding the progress of the aligned goals.

Cascade-Push Alignment Method

The Cascade-Push Alignment method is the most common way to create alignment between goals and is usually performed downward in an organization structure. However, cascading may also be performed between any individuals in an organization regardless of level. This allows for the highest level of flexibility.

Watch this video to learn about Cascade-Push.

Cascade-Pull Alignment Method

If permissioned accordingly, any employee can pull a goal from another employee’s goal plan for alignment purposes.

Watch this video to learn about the Cascade-Pull Alignment method.

Cascade-Align (Linking) Method

Linking goals is the ability to tie together two existing goals that are related or interdependent between individuals. Once two goals are linked, employees gain visibility of the progress toward the goal’s completion.

Watch this video to learn about Cascade-Align.

Navigate the Goal Plan as an End-User

Business Example

As HR manager for your company, you must proxy as different end-users, add new goals, cascade, align, and delete these goals.

Learn how to navigate the Goal Plan as an End User.

ExerciseStart Exercise

Steps

  1. Proxy as Manny Manager and identify the following features of the goal plan:

    • People Selector. Select the dropdown next to Manny Manager's name and identify your manager, peer and direct reports.

    • Verify there is a goal created. Locate the following options:

    • Option to make goal private (there is a goggles icon that is selectable)

    • Cascade

    • Add Goal

    • Display Options

    • Generate CSV header

    • Weight

    • Goals in Customer category

    • Goal actions

    1. Log in to your training instance.

    2. Navigate to Goals from the Home navigation menu or choose My Goals quick action in the Home Page. You can alternatively use Action Search to navigate to the same location by entering the word goals and then selecting the option View my goals.

    3. On the Goals screen, identify the above features.

    4. Open the Name menu.

    5. Choose Proxy Now.

    6. In the Please enter target username field, enter Manny Manager.

    7. Choose OK.

  2. Create a new goal in the Internal Business Processes Category.

    1. Open the Home dropdown menu, and choose Goals.

    2. Select the goal plan from the appropriate plan.

    3. Choose Create New Goal.

    4. Choose Personal Goal.

    5. Select the International Business Process category.

    6. Ensure that all relevant goal fields are filled out, and save your changes. The newly created goal is now displayed on the Goals screen.

    Result

    The newly created goal is now displayed on the Goals screen.

  3. Cascade the newly created goal to Edward Employee.

    1. Select a goal to cascade to Edward Employee.

    2. Select the Action icon and then select Cascade.

    3. Choose the recipient (in this case Edward Employee) and choose Next.

    4. Choose Cascade.

    5. Choose OK.

  4. Proxy as Edward Employee.

    1. Open the Name menu and select Proxy Now.

    2. From the Name menu, select Proxy Now.

    3. In the Please enter target user name field, enter Edward Employee.

  5. Update the goal plan for Edward Employee.

    1. Navigate to Goals from the Home navigation menu or choose My Goals quick action in the Home Page. You can alternatively use Action Search to navigate to the same location by entering the word goals and then selecting the option View my goals.

    2. Under Display, ensure that the Aligned Up, Aligned Down, and Alerts checkboxes are selected, and choose Update. You can now see the goal that Manny Manager cascaded to Edward Employee is displayed.

  6. Create a new goal for Edward Employee.

    1. On the Goals screen, in the upper right-hand corner, choose Add Goal and select Create a New Goal from the dropdown menu.

    2. In the dialog box that appears, choose Personal Goal.

    3. Enter the relevant information in the Add Goal form, and choose Save Changes.

  7. Delete one of Edward Employee’s goals.

    1. On the Goals screen, select a goal to delete.

    2. Select the Actions icon on the far-right of the goal, and choose Delete goal from the dropdown menu.

    3. Choose OK.

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