SAP Learning Journey

Configuring the Goal Plan Global Settings

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

After completing this lesson, you will be able to:

  • Configure the global settings, text replacement process and soft warnings in the goal plan template

Global Settings

All the elements and attributes of the XML from the beginning of the file through the <text-replacement> element are global settings and are used throughout the goal plan template.

Note
Global settings impact the entire goal plan — it is important to ensure that these settings apply to the whole goal plan. Most of the global settings cannot be configured in Manage Templates.
Code snippet
<?xml version="1.0" encoding="UTF-8"?> <!DOCTYPE obj-plan-template PUBLIC "-//SuccessFactors, Inc.//DTD Objective Template 4.0//EN" "objective-template_4_0.dtd"> <obj-plan-template spellchk="true" new-obj-share-status-public="true" instructions-viewdefault="on" alerts-viewdefault="off" cascade-parent-viewdefault="off" cascade-child-viewdefault="off" pager-max-objs-per-page="4" pager-max-page-links="9" pager-max-children-per-parent"0" display-alignment-format="names" more-details-child-format="goal-plan" share-confirm="true" unshare-confirm="true" allow-group-goal="true" goal-tree-link="true" expand-collapse-categories="false" use-text-for-privacy="true" cws-people-role="true" max-weight-per-obj="25.0" min-weight-per-obj="5.0" overwrite-target-populations="false" swap-goal-link="false" learning-activity-deep-link="false" show-total-goalscore="false" show-goal-id="false"> <obj-plan-id>5</obj-plan-id> <obj-plan-type>Business</obj-plan-type> <obj-plan-name>Goal Plan</obj-plan-name> <obj-plan-desc><![CDATA[1]]></obj-plan-desc> <obj-plan-lastmodified>10/05/22 1:56 PM</obj-plan-lastmodified> <obj-plan-start>01/01/2022</obj-plan-start> <obj-plan-due>12/31/2022</obj-plan-due> <obj-plan-numbering> <obj-plan-number-format><![CDATA[#.]]></obj-plan-number-format> </obj-plan-numbering> <add-wizard mode="smart goal"> </add-wizard> <text-replacement for="Instructions"> <text><![CDATA[ Use this worksheet to create or edit goals. To quickly create a new goal, click the Create New Goal button, or browse the Employee Hierarchy section to find an existing goal to add to your plan.]]></text> </text-replacement>Expand

Attributes of a Goal Plan Template

The attributes that determine some of the behaviors in the Goal Plan template are specified within the <obj-plan-template> tag. Some examples are the minimum and maximum number of goals that should exist in the Goal Plan, the visibility of the new goals created or the total weight from the sum of all the goal weights that should be allowed.

The code below is an example of the XML code including attributes for the Goal Plan template. If an attribute is not listed in the XML, it is not be available or enforced in the instance. For example, if the min-weight attribute is not specified, then a minimum weight is not defined for this particular goal plan.

Note
More information regarding the available attributes can be found in the DTD and the Implementing and Managing Goal Management guide.

Goal Plan Counts and Weights

Minimums and maximums can be set for weights and for counts, as follows:

  • The sum of all goal weights in the goal plan

  • The sum of all goal weights in a goal category

  • The supported weight value for an individual goal

  • The number of goals on an entire goal plan

  • The number of goals for a category

If a goal, category, or plan is not meeting the conditions set, a soft warning will appear on the goal plan. This soft warning is not strictly enforced; there is nothing stopping the user from exceeding the configured limits. The hard stop occurs when the goals are populated to the performance form. Until that point the goal plan is still considered a working plan, so restrictions are not enforced and they are just informative.

Weights and counts cannot be set in Manage Templates, and must be configured in the XML.

Note

When configuring counts and/or weights, keep the following in mind:

It is not required that both a minimum and a maximum are configured. For example, if no maximum is required, do not include that attribute in the XML.

Select the icons to learn more.

Configure General and Global Settings in the Goal Plan

Business Example

In this exercise, you configure general settings in the instance and global settings in XML.

Note
In the last step of this exercise, if you cannot still see the new Goal Plan as an end user, you can do the following steps to refresh your Succession Data Model:
  • Navigate to Provisioning → Import/Export Data Model.
  • Select the Export file (Select 'Save' not 'Open') radio button.
  • Choose Submit to download the Succession Data Model in your local folder.
  • Select the Import File: and Choose File to locate the Succession Data Model you downloaded in the previous step.
  • In the comment box, add Refresh SDM and choose Submit.

After these steps are completed, log in to the instance and navigate to Home → Goals and verify your new goal plan is available as an end user.

Configure General and Global Settings in the Goal Plan

Learn how to configure general and global settings in the Goal Plan, from Manage Templates and XML.

ExerciseStart Exercise

Steps

  1. Edit the following settings of your Goal Plan template from the instance: Set the Start/End dates and turn on the SMART Goal Wizard.

    1. Log into the instance and use the Action Search to navigate to Manage Templates → Goal Plan tab.

    2. From the Manage Templates list, select the goal plan template that you set up in the previous exercise.

    3. Choose General Settings.

    4. Change the End Date to 12/31/20xx (this calendar year).

    5. Change the Start Date to 01/01/20xx (this calendar year).

    6. Verify the option Enable the SMART goal wizard is enabled. Choose Save.

  2. Complete the following requirements of your Goal Plan template from the XML:

    • The entire goal plan should use Spell Check

    • The maximum number of goals to display per page should be 5

    • A glasses icon should display instead of text to change the visibility of goals between public and private

    • The total number of goals to create for the entire plan should be between 5 and 10

    • The sum of weights for the entire plan should be between 80% and 100%

    • Each goal should have a weight between 10% and 30%

    1. In Provisioning, select your company’s Instance and choose Import/Update/Export Objective Plan Template.

    2. Find your Goal Plan XML template and choose Export icon to export the latest version.

      Ensure that, when exporting the XML template, you place it in the same folder as the DTD file objective-template_4_0.dtd to ensure proper validation.

    3. Open the XML template with your XML Editor, and make the following edits in the <obj-plan-template>. Make changes as needed or verify the existing settings are correct:

      Example

      • Enable Spell Check for the entire goal plan. Ensure spellchk="true" is set,

      • Set the maximum number of goals per page to 5. pager-max-objs-per-page="5"

      • Change the status of public and private goals so that text displays instead of the glasses icon. use-text-for-privacy="false" .

      • Set the maximum number of goals for the entire plan to 10. max-goals="10".

      • Set the minimum number of goals for the entire plan to 5. min-goals="5".

      • Set the maximum weight for the entire plan 100%. max-weight="100.0"

      • Set the minimum weight for the entire plan to 80%. min-weight="80.0".

      • Set the maximum weight per each goal to 30%. max-weight-per-obj="30.0"

      • Set the minimum weight per each goal to 10%. min-weight-per-obj="10.0"

    4. Validate the XML, and save-as a new version.

    5. Navigate back to Provisioning, and select Import/Export/Update Objective Plan Update to import the new version of your Goal Plan XML template.

    6. Login to the Instance and verify that the changes are now visible to end-users. You can navigate to Goals from the Home menu to access your Goal Plan, or alternatively, select My Goals from the Quick Actions available in your Home Page.

Text Replacement

In some situations, an organization may want to change the label of a goal plan category or the text on a button. There are a variety of reasons why an organization may choose to change text or labels in the goal plan.

To use the text replacement feature for the goal plan template, you have to use elements from the list below:

XML AttributeDescription
add-goal-to-formText for add objective button on Performance Management form
add-existing-goal-to-formText for add existing objective button on Performance Management form
add-goal-to-planText for add objective button on goal plan page
delete-goal-from-formText for Delete Goal from Goal Plan button on the Objective tab screen
goal-wizardSmart Goal Plan wizard button on the Objective tab screen
copy-from-my-other-goal-planCopy from my other goal plan button from on the Objective tab screen
cascade-selectedCascade selected button on the Objective tab screen
categoryCategory label
InstructionsThe goal plan instruction section (on top of the goal plan page, above the summary section). The goal plan template instructions can be easily changed from Manage Templates
gotoLMSThis element is only for development goal plan templates
personal-goal-btn-descDescription under personal goal button on create new goal page
lib-goal-btn-descDescription under library goal button on create new goal page
group-goal-btn-descDescription under group goal button on create new goal page
v12–add-new-btn-descText for Goal Management V12 redesign add new goal button tip
v12–copy-btn-descText for Goal Management V12 redesign copy goal button tip
v12–goal-wizard-btn-descText for Goal Management V12 redesign goal wizard button tip
percentage-symbolText for percentage field symbol like %

Control of Text Replacement

Text replacement is controlled by the <text-replacement> element, which appears directly after the <obj-plan-numbering> end tag. The data string can include HTML tags. If the customer wants instructions to appear at the top of the goal plan, the XML code must appear as in figure Text Replacement Instructions with the appropriate language and links modified:

Unlike the other text replacement options, the instructions can be added from either Manage Templates or XML

HTML Tags

HTML tags can be added to these instructions if desired. For example, if the customer wants a link to an outside web page added to the instructions, the code must appear as in figure Text Replacement Web Page with the appropriate language and links modified:

Change of Language

Text replacement can be used to change the language for instructions (or any of the other items listed on the previous slides) into different languages, for customers that have multiple language packs installed. An example of this feature is illustrated in figure Text Replacement Language:

Replace Text in the Instance

Business Example

You have been requested to change text as it appears in the instance.

Replace Text in the Instance

Learn how to use text-replacement in the Goal Plan.

ExerciseStart Exercise

Steps

  1. Add an instructional text to your Goal Plan from the instance, using Instructions to your users, available from General Settings.

    1. Log in to the instance and use the Action Search to navigate to Manage Templates → Goal Plan.

    2. From the list in Manage Templates, select the goal plan template you have been working on the previous exercises.

    3. Choose General Settings.

    4. In the Instructions to your users field, remove the existing instructions, and add instead the following instructional text that should appear on the Goal Plan:

      Welcome to your Goal Plan!
      Use this page to create your own goals, review the goals assigned from your manager, and discuss and track the progress before the next Performance Review.

      While this field seems like an introduction to the goal plan, it actually generates a "text replacement" field in the XML file. This generated code can then be duplicated to create other types of text replacement.

    5. Choose Save.

  2. Change text in the XML.

    1. Login to Provisioning, and navigate to Import/Update/Export Objective Plan Template to export the latest version of your Goal Plan template.

    2. Locate your template, and click the export icon.

      We recommend that you save the DTD and XML files in the same folder.

    3. Find the following code under <text-replacement for="Instructions">that was generated from the instructional text created in step 1d:

      Code snippet
      <text><![CDATA[<b>Welcome to your Goal Plan!</b><div><b><br></b></div><div>Use this page to create your own goals, review the goals assigned from your manager, and discuss and track the progress before the next Performance Review. </div>]]></text>Expand

    4. Remove the following line <text lang="en_US"><![CDATA[ ]]></text>

    5. Below the text replacement for Instructions (find the closing tag </text-replacement>), add the following code to change "Category" to "Goal Classification".

      Code snippet
      <text-replacement for="category"> <text><![CDATA[Goal Classification]]></text> </text-replacement> Expand
      Note
      Text-replacement items are case sensitive and the DTD is not consistent in its use of capitalization. The text-replacement for category is not capitalized whereas the text-replacement for Instructions is.

    6. Validate and save-as a new version.

  3. Import the updated Goal Plan XML template.

    1. Log into Provisioning, and navigate to Import/Update/Export Objective Plan Template

    2. Update your existing Goal Plan template including your changes.

      Remember: Importing a goal plan with the same ID will overwrite an existing goal plan. importing with a different ID will create a new goal plan.

  4. Test your changes.

    1. Log into your instance and, in the Home menu, select Goals.

    2. Choose +Add Goal, and select Personal Goal. Verify as an end-user, the Category field has changed to Goal Classification.

    3. Cancel to navigate back to your goal plan.

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