After completing this lesson, you will be able to:
As an end user, there are different options to create personal goals in the goal plan.
Watch the video for a brief exploration of creating personal goals in the goal plan as an end user.
The four options are illustrated in Figure: Personal Goal Creation Options.
As an administrator, goals can be created in Admin Center via the goal import functionality. The Goal Import has to be enabled in Goal Management Feature Settings or via Provisioning → Company Settings, and the permissions need to be granted in Manage Permission Roles.
The goal import functionality allows the administrator not only to create but also to edit or delete goals using a .csv file. The file containing the goals is uploaded in Beta Goal Import in Admin Center.
Watch the video below to learn more about the goal import process.
| DOs | DON'Ts |
|---|---|
| Run a Table Report to retrieve the goal IDs or existing GUIDs. | Don’t upload a .csv goal import file containing more than 30,000 users or goals. |
| Use the User Name filter to add multiple entries separated by semi-colons. All other filter columns support only a single entry per row. | Don’t define the same goal twice in the same .csv goal import file. Example: Don’t put one row in to add a goal and then another row to update the same goal. |
Define custom fields in the data model under custom-filters in order to use these as filters in your import file. | Don’t try to import goal data for inactive users. This functionality is not supported. |
Enter \NULL as the entry in a column in order to remove data when updating a goal. | Don’t try to add or update a calculated goal rating generated by a Metric Lookup Table. To change or set the calculated rating, set values for the actual achievement and metric lookup table. |
| Make sure you respect the logged-in user’s language format. Example: if you use U.S. English, the format must be mm/dd/yyyy. When importing, if you receive the error message "due parsing error", open the original file in notepad and check the date format. Even though the format might look correct in excel, you must confirm that it is correct by opening the file in notepad. | Don’t assume your import was successful because you did not receive an error message. Check your goal plan to verify the goal import was successful. |
You are required to import goals.
Learn how to mass create goals for multiple employee in the organization using Goal Import.
Navigate to Beta Goal Import using Action Search.
From the available list of templates, select the goal plan for which you will import goals.
In the Import Goals screen area, in the Available List of Templates dropdown menu, select the goal plan for which you will import goals.
Click Generate CSV Header.
Save the CSV file to your desktop.
Open the CSV file using Microsoft Excel or another spreadsheet application.
Edit the CSV file by adding the information provided in the following table:
| Column | Example |
|---|---|
| ^TYPE | OBJECTIVE |
| ACTION | ADD |
| ID | Leave this column blank — the system will assign an ID |
| GUID | SF123 |
| FILTER_DEPT | Leadership |
| OBJECTIVE_CATEGORY | Financial |
| OBJECTIVE_PUBLIC | Y |
| OBJECTIVE_name | Goal Import Name |
| OBJECTIVE_metric | Goal Import Metric |
| OBJECTIVE_(?) | From the goal plan, add a new goal and check any fields that have a red asterisk (*) next to them. You must also complete those fields to successfully import goals. Review the Table of CSV Header Definitions at the end of this exercise for a full list of filters and objective fields. |
Import the CSV file template.
If not already, navigate back to Beta Goal Import from the Action Search bar.
In the Import File field, click Browse and select your CSV template.
Click the button to Import the file you selected.
Log in or Proxy as one of the members to check if the new goal appears on the goal plan. You can use any of the employees in the Leadership department (Alex Anderson, Brooke Brown, Carol Clark, David Drew...)
| Column | Description | Example |
|---|---|---|
| ^TYPE | Identifies the item that the ACTION will be taken upon. Valid options include: OBJECTIVE, TASK, MILESTONE, TARGET, OBJECTIVE_GROUPV2, OBJECTIVE_TEAM, METRICLOOKUP, OBJCOMMENT. Values are case sensitive. | OBJECTIVE |
| ACTION | The action to take on the item identified in TYPE. Valid options include: ADD, UPDATE, DELETE. Values are case sensitive. For a Mass Assign group goal, use ASSIGN, not ADD. | ADD |
| ID | This is the goal's internal ID and is created by the SAP SuccessFactors system. This field will identify a specific goal to be acted upon. The import creator should only add a value here if they want to modify a specific goal. The future goal export feature will automatically retrieve each goal’s ID when a goal is exported. | 12345 |
| GUID | Required. This is a unique code that you define if the goal is new. If the goal already exists, run an ad hoc report to retrieve the GUID, then use that GUID to update or delete the goal. | sf123 |
| SUBGUID | This is a unique code used to identify a row in a table field (TASK, MILESTONE, TARGET, METRICLOOKUP). The SUBGUID is used in the same way for table field rows, as the GUID field is used for goals. | subsf123 |
| FILTER_USERNAME | This field allows the assigner to populate one or more UserID’s. Multiple UserID’s can we entered by separating the IDs with a semi-colon | cgrant;mhoff;cccc |
| FILTER_MGR_ID | This field is filtered against the UserID of the manager of the employees for whom you would like to add the Goal. | manager |
| FILTER_DEPT | This field is filtered against the employee DEPARTMENT field. Used to determine for which users to create the goal. | Human Resources |
| FILTER_DIV | This field is filtered against the employee DIVISION field. Used to determine for which users to create the goal. | Administration |
| FILTER_JOBCODE | This field is filtered against the employee JOBCODE field. Used to determine for which users to create the goal. | IC |
FILTER_LOC | This field is filtered against the employee LOCATION field. Used to determine for which users to create the goal. | Paris |
FILTER_CUSTxx | This field is filtered against the employee CUSTOMXX field. Note: only a max of three custom fields can be used to filter goal actions. Custom filters can be defined in the back-end or with the admin tool Manage Business Configuration UI. | Custom text |
| OBJECTIVE_CATEGORY | Category ID as defined in the goal plan XML. Check with the SAP SuccessFactors consultant to find this. | Financial |
| OBJECTIVE_PARENTID | Used to manage goal alignment. This is the internal goal ID for the goal to be aligned up to. | 3364 |
| OBJECTIVE_PUBLIC | Define if the goal will be public or private. Accepted values are (Y/N) or (1/0) | Y |
| OBJECTIVE_name | Maps to | Increase Services Revenue per Account |
| OBJECTIVE_metric | Maps to field-definition id="metric" | Service Revenue per Account |
| OBJECTIVE_actual | Maps to field-definition id="actual" | |
| OBJECTIVE_weight | Maps to field-definition id="weight" | |
| OBJECTIVE_start | Maps to field-definition id="start" | 3/1/2021 |
| OBJECTIVE_due | Maps to field-definition id="due" | 12/31/2021 |
| OBJECTIVE_status | Maps to Accepts the enum value. | |
| OBJECTIVE_comments | Maps to field-definition id="comments". Goal comments are added as a separate row in the CSV file with a ^TYPE of OBJCOMMENT. See examples section. | |
| OBJECTIVE_actual-achievement | Maps to field-definition id="actual-achievement". This field is used to calculate the goal’s rating based on the metric lookup table. Value is numeric. | 500 |
| TARGET_date | Date column for the Target sub-goal table. Sub-goal tables require a separate row in the CSV file. See examples section. | |
| TARGET_target | Target column of the Target sub-goal table. | |
| TARGET_actual | Actual column of the Target sub-goal table. | |
| OBJECTIVE_NUMERIC_METRIC_LOOKUP_TABLE | This column appears when a goal plan is configured with both achievement and achievement-text. Accepted values are (Y/N) or (1/0). A positive value (Y,1) represents that the goal is using the achievement column and field. | Y |
| OBJECTIVE_link | Represents the URL field supported in a goal plan. Row value format is: [[URL]Label]] | [[http://www. successfactors. com][Click here]] |
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