Objectives
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 three options are illustrated in Figure: Personal Goal Creation Options.
As an end user, you would like to add goals into your Goal Plan, selecting them from the associated Goal Library.
Navigate to your Goal Plan, selecting the Manage My Goals quick action available in the Home page.
Select Create Goal and choose the option Create from Library. a popup menu will open to select and edit goals from the available list.
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.
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.
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.
The final step Create will show a summary of the goals being added. Select Save to confirm.
Note
You can select up to 10 goals in total to add at once.The goals selected will be added into the employee's goal plan.
As an end user, you would like to add goals into your Goal Plan, selecting them from another Goal Plan to copy them over.
Navigate to your Goal Plan, selecting the Manage My Goals quick action available in the Home page.
Select Create Goal and choose the option Copy from Goal Plan. 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.
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.
The final step Copy will show a summary of the goals being copied. Select Copy to confirm.
Note
You can select up to 10 goals in total to copy at once.The goals selected will be copied into the employee's goal plan.
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 Import Performance Goals tool.
Watch the video below to learn more about the goal import process.
Note
The following video shows an example of importing goals using the Beta Goal Import tool, which was the option in GMv12. However, if you are importing goals and you are on The Latest Goal Management version, navigate to Admin Center → Import Performance Goals. Both tools are identical, but the action name has been updated.
| 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 Import Performance Goals 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 Import Performance Goals using Action Search.
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, 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. 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 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 |
Team Goals allow a manager (e.g.) to create a goal for their team without being accountable for that goal (it will not display in the creator's goal plan).
It supports the ability to share assignment distribution over the team goal – effectively allowing a manager (owner) to share the team goal they created to another manager (co-owner) that may assign the team goal to their own team.
Team Goals were designed using the legacy Group Goals 2.0 framework, which was supported in the GMv12 version of Goal Management. There are no separate XML tags for Team Goals vs Group Goals 2.0. The best example is the allow-group-goal attribute, discussed in a previous unit, which enables the option to create both Team Goals and Group Goals 2.0 in a Goal Plan.
The latest version of Goal Management uses Team Goals. The main difference that existed vs Group Goals 2.0 was the accountability of the owner, which is not typically the case in a Team Goal. However, when creating a Team Goal, the owner can also select themselves as an assignee, and that goal would be also added in their goal plan.
To learn more about Team Goals, watch this video.
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.
Select the Manage My Goals quick action in the Home page to navigate to your goal plans.
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.
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:
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.
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.
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.
The team goal was created and assign to a group of employees.
You will verify that the goal plan template allows creation of team goals, create a new team goal from your goal plan and assign it to some employees in the organization.
Learn how to check if your Goal Plan XML template can use Team Goals and perform end user actions in the Goal Plan.
Verify your Goal Plan XML template allows creation of team goals.
Navigate to Check Tool using Action Search.
Select the Validation tab. You will see some dropdown fields. Locate the Application and select Goals .
Select Go to search for available checks.
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.
Select Run Check to start. A new popup window will open.
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.Edit your Goal Plan XML template to allow creation of team goals.
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.
In the <obj-plan-template> section, set the <allow-group-goal> attribute to true.
Validate the XML template with your editor, save a new version, and import the goal plan template back into Provisioning.
Create a Team Goal.
Login to the instance and Proxy as Manny Manager.
Choose Manage My Goals from the quick actions in the Home page.
Make sure to select, if not already, the goal plan template that should have Team Goals enabled.
Select Manage Team Goals.
Choose Create Goal, and select the option Create New.
Add the following details:
Select Save to finalize the goal creation.
Assign the team goal to employees.
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.
Select the checkbox on the Direct Reports to select all of them at once. Select Next.
Skip the Edit Goals optional step, and select Next
In the Assign step, select the Assign button.
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.
Proxy as one of the Assignees, and verify that you cannot edit the team goal fields.
With SAP SuccessFactors Goal Management, you have the ability to generate departmental, corporate, and divisional initiatives. Employees can then align their personal goals with these initiatives. These initiatives can be organized into groups based on a common theme, known as Initiative Groups.
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.
Navigate to Manage Permission Roles to grant users permission to access the Manage Initiatives page and Share Initiatives.
Navigate to Manage Initiatives using Action Search.
Select the Create Initiative Group button.
In the Initiative Group Name field enter a name for your Initiative Group.
Select +Add Initiative.
In the Initiative Name field enter a name for your Initiative
Use +Add Initiative to add more initiatives in this group.
Save your work.
Navigate to Manage Initiatives using Action Search.
In the Action column select the action icon of the Initiative Group you created previously.
From the dropdown select Assign.
Select theAssign To User tab.
Select and add one or more criteria in People Pool and select Done.
Select the Align With Goal Plan and check the goal plans you want to make the initiative group available for.
Select Done.
Initiatives need to be assigned both to users and to goal plan templates. If assigned, the users will be able to create goals and link them to initiatives. In the figure titled Initiatives in the Create Goal Section, the employee is creating a goal which can be linked to one or more initiatives which are nested in initiative groups.
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