Name: Add New Development Plan Templates to an Instance
Uploaded: 2023-6-8
Duration: 163 s
Description: Add New Development Plan Templates to an Instance

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Setting Up Development Goal Plan Templates

<div id="content"><p tabindex="0">A Development Plan template needs to be uploaded to a unique instance. Uniqueness is determined by the template ID, which can be seen in the XML. You can check Provisioning to verify if other Development Plan templates are already in the instance.</p><p tabindex="0">Assuming you have Provisioning access and Admin Center access to upload Development Plan templates, there are two ways you can add these templates:</p><ol><li tabindex="0">Add a new template in Admin Center from the SuccessStore by navigating to Manage Templates.</li><li tabindex="0">Upload the XML template in Provisioning.</li></ol><p tabindex="0">To learn how to add new Development Plan templates to your instance, watch this video:</p><div class="kalturaVideoLessonWrapper"><div aria-label="" class="kalturaVideoLessonContainer" data-testid="video" id="1_d0gn1hyt"></div></div><div class="note"><div class="noteTitle"><span class="noteIcon"><img title="Note" src="/icons/note.svg"></span><span class="noteTitleText">Note</span></div><div class="noteBody"><p tabindex="0">Although adding a Development Plan via Manage Templates in Admin Center is possible, the SuccessStore, which contains a library of templates, may generate an error. In these situations, the only solution is to add templates via Provisioning so we will focus on using that method.</p></div></div></div>

Adding a V12 Development Plan Template from the SuccessStore and from Provisioning

<div id="content"><div class="parentsection"><div class="section"><div tabindex="0"><h3></h3></div><p tabindex="0">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.</p><div class="note"><div class="noteTitle"><span class="noteIcon"><img title="Note" src="/icons/note.svg"></span><span class="noteTitleText">Note</span></div><div class="noteBody"><p tabindex="0">Going forward, convert only those templates that you are currently using. It is not necessary to convert every single template. New templates created will not require any conversion.</p><p tabindex="0">The templates converted will retain their ID. The original template is copied with a new ID and renamed as <code>Original Name Backup</code> in the read-only mode.</p></div></div><p tabindex="0">Navigate to <i>Manage Templates</i> 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.</p><p tabindex="0">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 that are not supported will be set to optional (not required) if they were used previously, and while they will remain in the template, they will not be shown in the UI.</p></div></div></div>

Converting an Existing Template to the Latest Goal Management

Configuring SAP SuccessFactors Career Development Planning and Mentoring

<div>Add New Development Plan Templates to an Instance</div>

Add New Development Plan Templates to an Instance

There are two ways to add Development Plan templates to an instance, through Admin Center using the SuccessStore or by importing a template directly through Provisioning. If you don't have any Development Plan templates set up, and need to add a brand new template to an instance, the best way to get started is to add a new template through the SuccessStore. I'm going to navigate to Manage Templates and then go to the Development tab. Then I'll click on Add New Template. There's only one template to choose from in the SuccessStore, the Basic Development Plan template, so I'll select it and click Add to My Instance. Next I need to give the template a name, so I'll just add a THR95 in the beginning of the name and click Save. After you click Save, you're taken to the Manage Template screen for the new template. At this point, you can make any basic changes to the template, such as changing the name or instructions. We'll learn more about managing templates later. I'll click on Manage Templates at the top of the screen, and the new Basic Development Plan template has been added to my instance. If you already have a Development Goal Plan template set up and you need to import it into an instance, you would do that through Provisioning. In Provisioning, I would go to Import/ Update/Export Development Plan Templates under Managing Plan Template. Then I'll click on the Choose File button and browse to the location in which my template XML file is stored. Once I've selected my file, I'll want to enter a description of the changes for this upload. In this case, it's an initial template upload. We want to enter a description for the audit of changes that is kept, so you can always see what's been uploaded each time. Then I'll click the Upload button, and the new template will be listed below. Once your template appears in the list, if there is more than one template you'll need to decide which templates are active and which template is the default template. You can only have one default template, but you can have more than one active template. Once you've made your selections for the active and default template, be sure to save your changes. You can also export templates from the screen and view the audit of changes. This concludes our video on adding new Development Plan templates to your instance. Thanks for watching!