Goal plans are online worksheets used by the employee and manager to create and access performance goals in one central place. They can be used to track an employee's progress throughout the year. The look and feel of the goal plan are controlled by goal plan templates. A goal plan template is used to define the categories and fields for the goals plans.
Managing Goals in Goal Management
Objective
After completing this lesson, you will be able to explain the organization of goals in the Performance and Goals modules and identify the components of a goal plan
Introduction to Goal Management
Organization of Goals
Components of a Goal Plan
Goal categories, goal fields and the visibility of goals are components of a goal plan and determine the way the goals are organized. The configuration of the goal plan template and its components is highly dependent on the customer's policies, procedures, and business rules
A customer may have more than one goal plan template active at any time, and goals may be copied from one goal plan to another.
Organization of Goals
| Component | Description |
|---|---|
| Categories | Organizations can opt for a basic goal plan containing one category or an extended goal plan with multiple categories. Customers can add categories as needed. |
| Fields | Goals are defined by their fields. Employees can track their progress and update the goal fields. Standard and customer-defined fields can be configured to meet requirements on the data captured per goal. Examples of standard goal fields are: Name, Metric, Weight, Status or % Complete. |
| Visibility | Employees can choose to mark their goals as public or private. Public goals are accessible to a larger group, whereas private goals are typically restricted to the employee and manager (and other users if permissioned.) |
Watch this video to learn more about the components of the goal plan.
Replacement of Legacy Goal Management
The legacy version of Goal Management GMv12 has been replaced with the latest version of Goal Management. Existing customers that didn't upgrade already, can use Upgrade Center to turn on Latest Goal Management. Once triggered, the manual upgrade cannot be undone.
Supported Capabilities
The Latest Version of Goal Management includes support for many of the existing features offered already in the Legacy version, and additionally, customers can avail of the SAP Business AI technology for goal creation and editing.
The AI-powered capabilities, such as Generative AI for Goal Creation or AI-Assisted Writing, are part of the Premium AI Features in SAP SuccessFactors. Therefore, customers that would like to use these new features will require an SAP AI Units license and should contact their SAP Account Executive.
Note
Some recommended resources to check that will be relevant to understand the differences between Legacy and Latest Goal Management, what each version supports and any alternatives to deprecated features in the latest version: Supported and Unsupported Features
Overview of Latest Goal Management
The latest version of Goal Management, consisting of performance goals and development goals, provides a new experience to set up, track, distribute, and manage goals in your organization.
- Upgraded user interfaces allow employees to more effectively set up and manage their goals and view their activities.
- A unified entrance to Performance Goal and Development Goal enables seamless navigation.
- Uncluttered goal list views make it easy to spot critical information, glean insights, and apply quick changes.
- The integration with Continuous Performance Management helps managers and employees explore relationships between activities and goals in a broader perspective.
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