The Latest Goal Management

At this stage, the Latest Version of Goal Management offers the most important capabilities that are already available in GMv12.

• Create and Cascade Personal Goals
• Create and Manage Team Goals*

*Group Goals are not separated anymore from Team Goals. Essentially, a Team Goal will allow to select the goal owner as an assignee, and that would become a Group Goal.

• Cascade Goals to other employees (except for cascade-align)
• Goal Plan States
• Copy Goals from Other Plans
• Adding Goals from Goal Library
• Comment field
• Metric Lookup Table
• Create and view activities, as well as linked achievements from Continuous Performance Management
• Milestones
• View Goal Audit

Reduced Scope: You can check here the reduced scope of the latest Goal Management updated, including not supported features.https://help.sap.com/docs/SAP_SUCCESSFACTORS_PERFORMANCE_AND_GOALS/4a24e48b5c384b18a81f6b661305021e/bdf0db5f89914ff9ae3e3834e6cfb600.html

If you need to continue using some of your existing templates, you will need to convert them into the Latest Version using the tool provided within Manage Templates.

Note

Convert only those templates that you are currently using going forward. It is not necessary to convert every single template. New templates created will not require any conversion.

The templates converted will retain their ID. The original template is copied with a new ID and renamed as <Original Name> Backup in the read-only mode

1. Navigate to Manage Templates and select at least one template to convert. Alternatively, you can add a new template from SuccessStore or Provisioning, and it will be displayed in the Latest Goal Management version.
2. The existing templates in your instance are convertible. You can run the Conversion tool which will ensure the template is ready to go. Any fields not supported, will be set to optional (not required) if they were previously, and while they will remain in the template, they will not be shown in the UI.

• End users need Goal Management Access permission granted in RBP, as well as Goal Plan permissions at the template level, to create goals.
• The following Goal Management Feature Settings are not applicable to Latest Goal Management:
  • Enable Group Goals 2.0 (Only for Legacy Goal Management)
  • Enable target population for group goals (Only for Legacy Goal Management)
  • Enable Delete Team Goals Share (Only for Legacy Goal Management)
  • Enable Goal Management People Selector (Only for Legacy Goal Management)
• Goals can be copied from other goal plans, including those from backup templates, with a maximum of 10 goals at a time, using the TGM/CDP Objective Transfer Wizard.
• The Start and Due date of the Goal being transferred must fall between the Start and Due dates of the Goal Plan. Otherwise, the users will be prompted to edit the dates before transferring the goal.

• name must be required. It is always the first field to display on the UI when users create a goal. Maximum Length is 500 characters.
• desc, metric and comment fields will have a max-length of 1000 characters
• start and due dates must be between the obj-plan-start and obj-plan-due element value in the Goal Plan template.
• state. We recommend that you set the label of the last enum value for the state field to complete. This is because the last enum value triggers the complete state of a goal. Background style is not supported, only text color (HEX not RGB)
• weight. If defined, minimum and maximum weights per objective must be met to create a goal.
• Other enum fields beyond the status field, will not display any background or text color as configured in Manage Templates. The maximum enum values possible are limited to 20.

Users can access from Home → Goals or selecting the My Goals quick action on the home page, just like in GMv12. The image below shows the different navigation options, actions, and other when accessing the Goal Plan.

1. Users can toggle between Performance Goal and Development Goal, if a Development Plan is available for them. That way, from the same menu, employees and managers can review Performance and Development Goals easier.
2. Option to expand a drop down list and access all the available Goal Plans. Those Goal Plans still not converted to the latest version but accessible to the employee, will be read-only and a Legacy View option is available to see goals from previous goal plans.
3. In this section, we can display the total goal count, and the goal count by status. Each status can be selected to filter and see only those goals in the Goal Plan. Additionally, an "i" icon displays if there are any warnings from the min-goals, max-goals ,min-weight and max-weight
   Note

   In Latest Goal Management, the min-weight-per-obj and max-weight-per-obj are enforced, if they are defined in the XML template.
4. The introduction text is available here, when selecting the "i" icon, it will display.
5. Goal Categories
6. Goal Cards
7. Actions to create goals. Depending on the permissions, users can
   • Create Personal Goals
   • Create Goals from a Goal Library
   • Copy Goals from another Goal Plan
   • Cascade Goals
   • Manage Team Goals
8. User Search. To search for users and navigate to their Goal Plan. Access to the actual goal plan might be restricted if the user is not in our target population.
9. People Selector. It displays self, manager, direct reports and matrix reports (if any).

In Latest Goal Management, each goal is presented as a Goal Card, where end users can easily see their details and take actions on the goal.

1. Goal Name, Type and Due Date
2. Actions depending on the permissions: Edit Goal, Delete Goal, Cascade Goal, Create Activity (requires Continuous Performance Management).
3. Completion of the Goal (% completion and the status color).
4. Change Goal Status.

Select the goal card to drill down into the details of the Goal and further actions.

1. Goal Name, Visibility (Public/Private) and Last Updated date are displayed here.
2. Status and % Completion of the Goal. The status can be changed from this option.
3. Goal Actions: Edit Goal, Cascade Goal, Delete Goal.
4. View Audit History: Allows to display the changes tracked to goals, when a goal is created, modified, deleted, cascaded, assigned, copied or replaced. A list of records showing what changes were made, by whom and when, including a comparison between previous and new values of the changed fields if a goal was modified or replaced.
5. Create and display activities and achievements (completed activities) in Continuous Performance Management.
6. More info: Displays details of additional goal fields.
7. Goal Alignment. If the goal is cascaded to/cascaded from others, the alignment is shown here. Aligned down indicates that this goal has been cascaded to these reports.
8. Comments on goals. Employee/Manager can add comments on the goal and they will be notified via Goal Comment Notification.