Using and Setting Up Dynamic Teams Integration with Goal Management

Objectives

After completing this lesson, you will be able to:

  • Introduce Dynamic Teams
  • Describe Objectives and Key Results (OKR's)
  • Enable the Goal Management Integration with Dynamic Teams
  • Use Dynamic Teams to create OKRs and integrate them with Performance Goals

Introduction to Dynamic Teams

The Dynamic Teams module enables people in the organization to create and manage informal teams, that are not defined by the formal organizational and reporting structure, but a number of people coming together for a specific purpose.

It can be a cross-functional team made up of people in different job roles, from different parts of the organization or a project team that is formed for a specific project completion. Once these dynamic teams are set up, members can define objective and key results (OKR's) to be achieved by all the team members.

A list of team members are displayed on the Team members tab of the Project Team OKR section.

Note

Dynamic Teams is a SAP SuccessFactors Platform solution that does not require a separate license, but some of the key integration points with solutions like Opportunity Marketplace or Goal Management cannot be used unless customers have an Opportunity Marketplace (OMP) license or, in case of the topic discussed in this lesson, Performance and Goals.

The following guide available in the SAP Help Portal, contains all the relevant information about enabling the solution and all the different integration points. Implementing Dynamic Teams

Objectives and Key Results

Objectives and Key Results (or "OKR") is a popular goal-setting methodology, where:

  • An objective describes something that the team wants to achieve.
  • A "key result" is a measurable outcome that the team can use to measure progress towards their objective. Every objective has at least one and no more than five key results.
  • The "target value" of a key result is the measured outcome that a team aims to obtain.
  • The "current value" of a key result is the current measurement of what a team has achieved so far.
  • The "definition of success" (or "DOS") is a percentage of the target value that a team consider to be a success. A common definition of success is 70%.

With Dynamic Teams, you can use the OKR methodology to set meaningful goals and measure desired outcomes, and essentially these type of goals are not performance goals that will have a direct impact on a team member's goal plan in SAP SuccessFactors Performance and Goals, but somehow a "less formal" type of team objective.

When OKR functionality is enabled in Dynamic Teams, team members are able to:

  • Create and manage objectives for the team.
  • Add up to 5 key results for each objective.
  • View the overall status of each objective
  • View progress of each key result toward its "definition of success" (DOS).
  • Add contributors to a key result.
  • Add comments to a key result.
  • Receive a congratulatory message on the home page when a key result is successfully met.
The Key Results for an Objective is displayed on the TEAM OKRs tab in the Project Team OKR area of the Dynamic Teams page.

Enablement of Dynamic Teams and the Integration with Goal Management

As mentioned, Dynamic Teams is an SAP SuccessFactors Platform feature, and does not require a separate license. It can be enabled from the Upgrade Center.

The Dynamic Teams feature is highlighted in the Optional Upgrades column on the Upgrade Center tab.

The next step, will be granting the necessary permissions in RBP.

  • User Permissions → Dynamic Teams → Create, View and Edit Dynamic Teams. This permission allows end users to perform these actions within the Dynamic Teams menu.
  • User Permissions → Objectives and Key Results → Create, View and Edit Objectives and Key Results (OKR). This permission will only appear if the Enable Objectives and Key Results feature is enabled in Configure Dynamic Teams by an administrator.

Note

Additionally, the User Search permission available in User Permissions → General User Permission enables people to use People Search functions, for a target population. This is a requirement for essential functions in Dynamic Teams, like adding a team member.

In your training instance, this permission is granted to everyone with target population=everyone in the Employee Search role.

  • Administrator Permissions → Configure Dynamic Teams → Configure Dynamic Teams. This permission allows administrators to configure Dynamic Teams and enable the integrations with Goal Management and Opportunity Marketplace.
  • Administrator Permissions → Configure Dynamic Teams → Admin Access to Dynamic Teams Data. This permission allows a data protection office administrator (DPO) to view Dynamic Teams data within the Data Protection Reports.
  • Administrator Permissions → Configure Objectives and Key Results (OKR) → Configure Objectives and Key Results (OKR). This permission allows administrators to manage configuration settings related to Objectives and Key Results, within the Configure Dynamic Teams page.
  • Administrator Permissions → Configure Objectives and Key Results (OKR) → Admin Access to Objectives and Key Results Data. This permission allows a data protection office administrator (DPO) to view OKR's data within the Data Protection Reports.

Configure Dynamic Teams Integration

With the proper permissions, an administrator can access Configure Dynamic Teams. There are two possible options to enable:

  • Enable Sourcing with Opportunity Marketplace. This integration gives team owners the option to use Opportunity Marketplace Assignments to help source qualified team members. If enabled, team owners can publish an assignment in Opportunity Marketplace that defines the capabilities, geographic preference, and other requirements they want team members to fulfill. People can find and accept the assignment in Opportunity Marketplace. When someone accepts the assignment, they're added to the dynamic team.
  • Enable Objectives and Key Results. It turns on the Objectives and Key Results (OKR) feature for Dynamic Teams. When enabled, additional role-based permissions become available. People with the Configure Objectives and Key Results (OKR) permission can manage configuration settings on this page.

Note

Opportunity Marketplace is not enabled in your instance and requires a separate license. You can find more information here:

Integrating Dynamic Teams with SAP SuccessFactors Opportunity Marketplace

The Enable Objectives and Key Results option in the Dynamic Teams Configuration area is highlighted.

When turning on Enable Objectives and Key Results, some additional options will display, the Status Settings and Enable Linking to Performance Goals.

  • Status Settings The Status Settings section allows to configure the different status labels, colors, set a default status, set a complete status, reordering and localization of the Team Objectives (OKRs) created within Dynamic Teams.
  • Enable Linking to Performance Goals. This integration gives team members the ability to link the objectives of their dynamic team to their performance goals in Goal Management. When an objective and a performance goal are linked, the linking is shown in both Dynamic Teams and Goal Management.
In the Objectives and Key Results Settings area, the options, Enable Objectives and Key Results and Enable Linking to Performance Goals are turned on.

Use Dynamic Teams to create OKRs and integrate them with Performance Goals

Felicia Ford is an employee in the organization, and has been included in a Dynamic Team as a member of the project, including other colleagues, to work on the Objective and Key Results to implement measures to reduce carbon footprint in the organization. Within the team OKR, 4 Key Results have been identified.

  • 100% of the company car fleet should be electric/hybrid
  • 75% of the office material should be biodegradable.
  • 25% of the material should be compostable.
  • Supply chain and shipping infrastructure should have zero waste.

Steps

  1. Navigate to Dynamic Teams, from the Home page, either selecting the Quick Action or from the global navigation menu. You will notice there is also an engagement card, since one of the OKRs for the team have been achieved. In this particular case, the current percentage of the company car fleet being electric/hybrid is 60% and the DOS was set to 60% of the total target (100%), which means that this Key Result is considered achieved.

    2. In the Home page, the Dynamic Teams option is highlighted along with an engagement card.

  2. Within the Dynamic Teams menu, there is a Project Team OKR where Felicia Ford is one of the team members. Selecting the team will display more details about the Team Objectives in progress. Felicia would like to link one of the team objectives (Reduce carbon footprint in the organization) to some of their goals. Within the options, they will find a Link to Goals option.

    The Link to Goals, Edit Details and Delete options are highlighted in the Project team OKR section.

  3. The Link to Goals option will display a Linked Goals List menu, from where Performance Goals can be selected to link with the OKR. Goals can be selected from different Goal Plans and a selection of multiple goals is possible.

    The Linked Goals List option and menu are shortlisted in the Project team OKR section.

  4. Those Performance Goals that were linked to the OKR are now visible in the Linked Goals List. From there, we can navigate to the Performance Goal(s) details in the Goal Plan.

    The Linked Goals List is highlighted in the Project Team OKR section.

  5. From the Goal Plan, a Linked OKRs section will be visible when a goal is linked to an OKR. Select View Details to drill down into the OKRs information, status and key results.

    6. The Linked OKRs section along with the View Details button is highlighted to display the OKR's detailed information.

  6. Now, Felicia can easily navigate back and forth between the Goal Plan and Dynamic Teams successfully.

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