Creating and Importing Goals

As an end user, you would like to add goals into your Goal Plan, selecting them from the associated Goal Library.

1. Navigate to your Goal Plan, selecting the Manage My Goals quick action available in the Home page.

2. Select Create Goal and choose the option Create from Library from the available goal creation options. a popup menu will open to select and edit goals from the available list.

3. You can search for goals By Category or Via Search. The default option, By Category, allows to expand the categories and locate the goals, that can be selected.

   

4. If selecting the Via Search option, you can type a keyword like "achieve" and all the goals available in the Library including this keyword will display and be selectable.

   Note

   You can select up to 10 goals in total from the goal library at once.
   

5. An Edit Goals step, will allow to include more details about the goals as well as any required changes from the original content in the Library. Select Next when finished.

6. The final step Create will show a summary of the goals being added. Select Save to confirm.

As an end user, you would like to add goals into your Goal Plan, selecting them from another Goal Plan to copy them over.

1. Navigate to your Goal Plan, selecting the Manage My Goals quick action available in the Home page.

2. Select Create Goal and choose the option Copy from Goal Plan from the available goal creation options. A popup menu will open to select from your Goal Plan templates and choose which goals should be copied. Choose Next to move to the next step.

   Note

   You can select up to 10 goals in total to copy at once.
   

3. An Edit Goals step, will allow to make any changes from the original content in the source goal plan(s). You will need to update the Start and Due dates of the goals if the original template is from a different period, as well as any new required fields on the template configuration that might be empty. When selecting Next without editing, the system will validate the data and display Error if there is any change to be done.

   

4. The final step Copy will show a summary of the goals being copied. Select Copy to confirm.

Learn how to mass create goals for multiple employee in the organization using Goal Import.

1. Navigate to Import Performance Goals using Action Search.

2. From the available list of templates, select the goal plan for which you will import goals.

   1. In the Import Goals screen area, in the Available List of Templates dropdown menu, select the goal plan for which you will import goals.

   2. Click Generate CSV Header.

   3. Save the CSV file to your desktop.

   4. Open the CSV file using Microsoft Excel or another spreadsheet application.

3. 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.

4. Import the CSV file template.

   1. If not already, navigate back to Import Performance Goals using Action Search.

   2. In the Import File field, click Browse and select your CSV template.

   3. Click the button to Import the file you selected.

5. 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...)

   Table of CSV Header Definitions

   Column	Description	Example
   ^TYPE	Identifies the item that the ACTION will be taken upon. Valid options include: OBJECTIVE, MILESTONE, 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 Team Goals, you can use additional actions like ASSIGN, UNASSIGN, SHARE, UNSHARE.	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 (MILESTONE, 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. Custom filters can be defined in the Succession Data Model XML or with the admin tool Manage Business Configuration.	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 field-definition id="name"	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 field-definition id="state" 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
   MILESTONE_date	Date column for the Milestone table field. tables require a separate row in the CSV file. See examples section.
   MILESTONE_target	Target column of the Milestone table.
   MILESTONE_actual	Actual column of the Milestone 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

1. Navigate to Goal Management Feature Settings using Action Search, and select the Enable Team Goals option.

   A new set of permissions are now available under Manage Permission Roles.

   • Manage Team Goals
   • Create Team Goals
   • Assign Team Goals
   • Delete Assigned Team Goals
   • Share Team Goals

2. Select the Manage Team Goals to grant users permission to access the Manage Team Goals page, from their goal plan. The goal plan template needs to have the attribute allow-group-goal="true" to display the option.

   You can additionally, select the Create Team Goals to allow users to create team goals from scratch.

   The Assign Team Goals permission allows a user, typically a manager, to assign a team goal to people from their team or people found via search, and unassign a team goal from certain people. The assigner can navigate to the goal plan of the group goal owner and they can assign that group goal.

   Example

   

3. In the XML, you must set <allow-group-goal="true"> as in the figure that appears below.

   Example

   

As a manager in your organization, you need to create and assign a team goal to your direct reports that will be accountable for achieving it.

1. Select the Manage My Goals quick action in the Home page to navigate to your goal plans.

2. On the actions menu displayed in the top right, you should see a Manage Team Goals button. Select it to open the Manage Team Goals page.

   

3. If there are no existing goals, you will see a message to invite you to create your first team goal. You can select from the following options:

   • Select Create Now or Create Goal → Create New, to open a new dialog to create a new Team Goal.
   • Select Create Goal → Copy from Goal Plan to add a Team Goal from another goal plan template and copy over its details.
   

4. Once the team goal is created or copied from another goal plan, you can then Assign it to others, that could include your direct reports or anyone else in the organization (depending on the target population permission access to create goals on their goal plan). There are two options to select Assign Goal, from the Goal Card directly, or selecting the Assign Goal button at the top. The difference is that, in the last option, you can assign multiple goals, since there will be an additional step on the popup dialog to select more than one team goal to assign.

   

5. On the following steps, you will select the assignees, that will be receiving this goal. You can select from your own hierarchy (From My Team) or use Via Search tab to locate other employees in the organization. An optional step to edit goals is available, before the goal is assigned. At the final step, you will select Assign button to confirm.

   

6. Once the Team Goal is assigned, the goal card displays some employee's pictures. Additional actions to edit, delete, assign to more people, unassign or Share Ownership to another manager, will be available depending on the permissions granted to the user.

   

Learn how to check if your Goal Plan XML template can use Team Goals and perform end user actions in the Goal Plan.

1. Verify your Goal Plan XML template allows creation of team goals.

   1. Navigate to Check Tool using Action Search.

   2. Select the Validation tab. You will see some dropdown fields. Locate the Application and select Goals .

   3. Select Go to search for available checks.

   4. Select the TGMCheckGroupGoalSetting check from the list. This check can be run to verify whether a specific goal plan XML template has the allow-group-goal attribute, set to true or false.

   5. Select Run Check to start. A new popup window will open.

   6. Select the goal plan template that you want to verify, and select Run.

      Note

      If the result is No issues found, you can continue from Step 3. Otherwise, if an issue is found, continue from Step 2 to modify the goal plan template XML configuration.

2. Edit your Goal Plan XML template to allow creation of team goals.

   1. Navigate to Provisioning → Import/Update/Export Goal Plan template , export the goal plan template you have been working with and open it with your XML editor.

   2. In the <obj-plan-template> section, set the <allow-group-goal> attribute to true.

   3. Validate the XML template with your editor, save a new version, and import the goal plan template back into Provisioning.

3. Create a Team Goal.

   1. Login to the instance and Proxy as Manny Manager.

   2. Choose Manage My Goals from the quick actions in the Home page.

   3. Make sure to select, if not already, the goal plan template that should have Team Goals enabled.

   4. Select Manage Team Goals.

   5. Choose Create Goal, and select the option Create New.

   6. Add the following details:

      • Name: Improve CSAT score by 5% to exceed targets.
      • Metric: Quarterly CSAT Evaluation Survey.
      • Weight: 15%.
      • Start / Due Date: Leave as-is.
      • % Complete: 60%.

   7. Select Save to finalize the goal creation.

4. Assign the team goal to employees.

   1. Select the actions available in the Goal Card and select Assign Goal. You can alternately choose the Assign Goal button located on the top menu.

   2. Select the checkbox on the Direct Reports to select all of them at once. Select Next.

   3. Skip the Edit Goals optional step, and select Next

   4. In the Assign step, select the Assign button.

   5. The team goal has now been assigned. You can select on the Goal Card area, to open the Goal Details. Verify there is an Assignees section that displays your reports, including the goal status and the % completion of the goal.

   6. Proxy as one of the Assignees, and verify that you cannot edit the team goal fields.

1. Navigate to Goal Management Feature Settings using Action Search, and select the Enable Initiatives option.

   A new set of permissions are now available under Manage Permission Roles.

   • Manage Initiatives
   • Share Initiatives

2. Navigate to Manage Permission Roles to grant users permission to access the Manage Initiatives page and Share Initiatives.

   Example

   

1. Navigate to Manage Initiatives using Action Search.

2. Select the Create Initiative Group button.

3. In the Initiative Group Name field enter a name for your Initiative Group.

4. Select +Add Initiative.

5. In the Initiative Name field enter a name for your Initiative.

6. Use +Add Initiative to add more initiatives in this group.

7. Save your work.

1. Navigate to Manage Initiatives using Action Search.

2. In the Action column select the action icon of the Initiative Group you created previously.

3. From the dropdown select Assign.

4. Select the Assign To User tab.

5. Select and add one or more criteria in People Pool and select Done.

6. Select the Align With Goal Plan and check the goal plans you want to make the initiative group available for.

7. Select Done.