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SAP Learning Journey

Managing Goal Libraries and Enabling the SMART Goal Wizard

Objectives

After completing this lesson, you will be able to:

Manage goal libraries and enable Goal Wizard in a goal plan

Goal Libraries

A goal library is a list of goals that the user can select and add to their goal plan or the goal plans of their direct reports. The library supports multiple goal selection that enables the user to add several goals in one time.

An SAP SuccessFactors standard Goal Library in English US is automatically loaded and included with Total Goal Management. The default library is set up with two standard fields: Name and Metric, but additional fields can be included, such as start, due, done, state, weight, etc.

Goal libraries can be exported, modified, and imported back into SAP SuccessFactors. It is possible to include multiple languages and multiple libraries in the same import. Managing goal libraries is considered an administrative function.

Note

More information can be found in the Implementing and Managing Goal Management guide available on the SAP Help Portal, and the following Knowledge Based Article includes the Translated Goal Libraries ZIP file, which can be used to import the standard goal library in different languages via Import/Export Goal Library tool.

Connect to the Goal Plan XML

If using the default library included with Total Goal Management (TGM), there is no requirement of mapping the library to your Goal Plan. You should see the following code where no ID is referenced:

Code snippet

<obj-library name="SuccessFactors Library"> </obj-library> Expand

However, if using a custom Goal Library, a required step to be able to create goals from a Goal Library in your goal plan will be setting up the mapping in the Goal Plan XML template.

In the following figure titled Goal Library mapping to a Goal Plan XML template, you can find the code required. The id will reference the Goal Library GUID, which uniquely identifies the goal library in your instance. Only one goal library can be mapped to a Goal Plan.

Multiple goal libraries in the same goal plan cannot be used, but you can have as many libraries as needed in your instance.

Watch this video to learn more about importing a standard goal library.

Procedure: How to Create, Edit and Import a Custom Goal Library

Steps

Navigate to Import/Export Goal Library using Action Search.
In the Import/Export Goals library area, under the Download Goal library template CSV file heading, select Default Header from the drop-down menu.
Example
Choose Download.
When it has downloaded, open the .CSV file.
Example
Define whether an item is deleted from, updated, or added to, the goal library.
In row 8, column A, enter ADD, DELETE or UPDATE.
Create the structure of the goal library.
In row eight, column B, enter Goal Library. Entries in other rows in column B must be either Category or GoalLibraryEntry.
Example
Create your own IDs for each entry within the library.
In column C, you may define your own number structure. The first number selected for the Goal Library entry must be used to connect the library to the Goal Plan XML file.
Example
Define the child entries.
In order to group categories within the goal library, the "Category" entries must reference the GUID of the "GoalLibrary" entry in the PARENT_ID. To sort goal entries within each category, the "GoalLibraryEntry" entry types must reference the "Category" GUID in the PARENT_GUID column.
Define the Locale or Language Pack of the Goal Plan.
Column E is used to translate the goal library into languages other than the default U.S. English language pack.
Example
Define the text that displays in the goal library.
Column F defines the text that displays in the goal library from Add a New Goal from Library, the categories, and the goals within the categories.
Define the text that populates the Metric field.
Column G contains the text that displays in the Metric field when you add a new goal from the Goal Library. There may be additional columns depending on how many fields you configure for the goals which are added to the goal plan. Those fields populate within the .csv file. Information that you enter into these columns prepopulates those fields when someone selects Add Goal → Create a New Goal → Goal Library .
Save the file.
Import the goal library in the .CSV file into the Instance through Import/Export Goal Library. Choose Import.
Example
When the import is complete, the goal plan is visible in the Import/Export Goal Library area.
In Provisioning, select your instance, and navigate to Import/Export Objective Plan Template.
Example
Log in to Provisioning.In the Company Name column, click your company’s instance.Scroll down to the heading Managing Plan Template.
In the Goal Templates area, locate your goal plan and click the icon in the Export column.
Example
Login to Provisioning.In the Company Name column, select your company’s Instance.Scroll down and click Import/Update/Export Objective Plan Template.
Open the XML of your goal plan in an XML editor.
Enter the ID of your new Goal Library within the <obj-library> tag. See example of code block below.
Example
Code snippet
</text-replacement> <obj-library name="SuccessFactors Goal Library" id="1000"> </obj-library> <category id="Customer" max-goals="4" min-goals="2">Expand

Result

You have successfully edited your Goal Library, imported into the instance and mapped the library with your Goal Plan XML template.

Import a Custom Goal Library

Task 1: Import a Custom Goal Library

Business Example

Your customer asks you to edit and import a custom goal library to suit their requirements. You must edit the .CSV file and import it into the client’s Instance.

Learn how to create your own goal library and map to your Goal Plan XML template.

ExerciseStart Exercise

Steps

Edit and Import a Custom Goal Library

Navigate to Import/Export Goal Library using Action Search.
Download the Default Header Goal Library template .CSV file.
In the Import/Export Goals Library area, select Default Header in the drop-down menu, and click Download
Open the .CSV file, and insert the following information:

Row	Column	Value
Row 8	Column A	Insert "ADD"
Row 8	Column B	Insert "GoalLibrary"
Row 8	Column C	Define your own goal library ID (choose any number)
Row 8	Column D	Leave blank
Row 8	Column E	Insert the Locale or Language Pack of the goal plan (e.g. en_US)
Row 8	Column F	Insert the text that the end-user sees when adding a library goal to the goal plan
Row 8	Column G	Leave Blank
Rows 9 and 10	Column A	Insert "ADD"
Rows 9 and 10	Column B	Insert "Category"
Rows 9 and 10	Column C	Define your own category GUIDs (choose any numbers)
Rows 9 and 10	Column D	Reference the goal library GUID as the PARENT_GUID for the first category. List the first category’s GUID in the PARENT_ID for the second category. This nests a category within a category.
Rows 9 and 10	Column E	Insert the Locale or Language Pack of the Goal Plan
Rows 9 and 10	Column F	Insert the text that the end-user sees when adding a library goal to the goal plan
Rows 9 and 10	Column G	Leave blank
Rows 11 and 12	Column A	Insert "ADD"
Rows 11 and 12	Column B	Insert "GoalLibraryEntry"
Rows 11 and 12	Column C	Define your own goal entry ID
Rows 11 and 12	Column D	Reference the category GUID in the PARENT_GUID column to group these categories within the correct category
Rows 11 and 12	Column E	Insert the Locale or Language Pack of the Goal Plan
Rows 11 and 12	Column F	Insert the text that the end-user sees when adding a library goal to the goal plan
Rows 11 and 12	Column G	Insert the text that will prepopulate the Metric field when you add a new goal from the Goal Library.

Import the .CSV back into the instance from Import/Export Goal Library.
Confirm that the goal plan appears on the Import/Export Goal Library page.
Associate the Goal Library to your Goal Plan XML template.
1. In Provisioning, select your instance and click Import/Update/Export Objective Plan Template.
2. Find your goal plan, and click on the icon in the Export column.
3. Open the XML of your goal plan in an XML editor and place the ID of your new Goal Library within the <obj-library> tag, like this example.
  Example
  Code snippet
  <obj-library name="SuccessFactors Library" > </obj-library> Expand
4. Save your XML by adding _v2 at the end of the name to practice version control.
You will always have GoalLibrary and Category entries in the library. Each unique Locale (language pack) will have a unique GoalLibrary entry, with translated Category entries from the default language pack.
Look at the HEADER rows from row 3–7 for the additional types of entries that can be made besides GoalLibraryEntry within categories. Milestones, Tasks, Targets, and Metric Lookup Tables can also be added through the library CSV file. These are separate from the goal library entries, because each of these types are tables and have sub-fields that could include any of the listed ENTRY_NAME options including target, actual, desc, start, due, and so on.

The Goal Wizard and SMART Goals

The Goal Wizard helps users construct SMART goals that are Specific, Measurable, Attainable, Relevant, and Time-Bound.

In order for goals to be effective and attainable, SAP SuccessFactors recommends using the SMART formula. Goals should be straightforward, and state what should happen. When making goals, users should be specific, define what is to be done, and use action words.

In order to use SMART Goals, the customer must have the fields for the start date and the due date in the field definition of the goal plan template. Otherwise, the goals cannot be time-bound and Provisioning will provide an error message if either of these two fields are not included in the configuration of goal plan templates containing the SMART Goal wizard.

Watch this video to learn how to enable the SMART Goal Wizard.

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