Preparing for Performance and Goals Academy


After completing this lesson, you will be able to:

  • Locate and access links to course files, implementation and product documentation resources needed to prepare for this course

Welcome to SAP SuccessFactors Performance and Goals Academy


Using discussion, demonstration, and hands-on configuration exercises, the SAP SuccessFactors Performance and Goals Academy course teaches the concepts, terminology, and configuration options associated with the SAP SuccessFactors Performance and Goals bundle, including the following solutions:

  • Goal Management
  • Performance Management
  • Calibration using Performance Management as the data source
  • Continuous Performance Management
  • 360 Reviews

Course Objectives

At the end of this course, you will be able to configure and manage SAP SuccessFactors Goal Management and Performance Management, Calibration using Performance as a data source, Continuous Performance Management,and 360 Reviews to meet customer requirements.

As an End User, you will use:

  • The Performance and Goals solutions

As an Administrator, you will manage:

  • Performance Review cycle
  • Calibration Sessions
  • 360 Review cycle
  • Set up 360 Executive Review page

As an Implementation Consultant, you will configure:

  • Goal Management
  • Goal Plan Templates/Settings
  • Performance Management
  • Performance Form Templates/Settings
  • Calibration using Performance Management as the Data Source
  • Continuous Performance Management and Feedback
  • 360 Reviews Form Templates/Settings
  • Translations

Course files and resources used in this course

If you have access to a live-demo instance, download the course filesto help you complete the exercises.

If you do not have a live-demo instance, you can complete the exercises using the simulations embedded in this E-Learning.

Document Type Definition (DTD) filesThere are two DTD files needed to validate your XML templates with your XML Editor. Use the objective-template_4_0.dtd to validate your Goal Plan templates and the sf-form.dtd to validate your Performance and 360 Reviews form templates.

Implementation Resources

Here are the most relevant resources for your SAP SuccessFactors Performance and Goals real-life implementation projects.


SAP Partner Portal

Link (log in required): SAP Partner Portal - Explore SAP SuccessFactors Performance and Goals

Use it to locate:

  • Customer Project Kick-off Template: A template to prepare for your customer's project kick-off meeting.

  • Configuration Workbook: During customer's implementation, utilize this configuration workbook as the baseline for capturing customer configuration requirements for SAP SuccessFactors Performance and Goals.

  • Links to other Sales, Training, Implementation and best practices assets.

SAP Help Portal

Link (log in required to access all the available resources):

Use it to locate:

  • Product Guides: Including Implementation, Administration, Development and End User guides for all the SAP SuccessFactors solutions. The resources are continually updated every release. Make sure to always download the most recent version.

  • Release Information: To find out what's new in the latest releases.

  • Links to other SAP SuccessFactors resources.

Watch this video to learn how to access Performance and Goals Implementation and Administration Guides.

Support Resources


SAP Support

Link (log in required to access all the available resources):

Use it to:

  • Search for SAP Notes and Knowledge Based Articles.
  • Report an Incident and view existing incidents.
  • Software Downloads.
  • Manage Users.
  • View Cloud Availability.

SAP for Me

Link (log in required):

Use it to:

  • Manage from a central place the support resources mentioned above, and search for KBAs, Users, Download or License Keys.
  • Report a case, schedule an expert session, access the SAP Community.

SAP SuccessFactors Community

Link (log in required):

Use it to:

  • Find product updates related to SAP SuccessFactors: Release, Road Map, Patches, Innovation Alerts, etc.
  • Implementation Design Principles and Architecture Leading Practices documents for different SAP SuccessFactors areas.

SAP Community - Human Capital Management (formerly Partner Delivery Community)

Link (log in required):

Use it to:

  • Ask questions to other SAP SuccessFactors Consultants about product, configuration, customer requirements and other implementation scenarios.
  • Search for other relevant content for Partners, like news, blogs and events.
The following learning course is a great resource to explore the SAP support channels available.

Release Resources

Release Information

SAP SuccessFactors releases two software updates per year, in May and November. The release updates are referenced with the number of the Half and the Year. For example, the May 2023 release is referenced as 1H 2023 Release.

The What’s New Viewer (WNV), available in the SAP Help Portal, is the placeholder for the release enhancements in SAP SuccessFactors. It can be reviewed online or exported as a .pdf or .csv file. There are several filtering options, such as module, type or lifecycle, to review only those enhancements that are relevant for your SAP SuccessFactors system. The latest version of the What’s New Viewer can be found here: SAP SuccessFactors Release Information | SAP Help Portal

Another great resource is the SAP SuccessFactors (HCM) customer experience within the SAP Community (formerly SAP SuccessFactors Customer Community), which provides useful customer facing information on Product Releases, communications from product management, links to resources and more:

The best practice is to check resources frequently as they are continuously updated and improved.

Data Protection and Privacy

Data Protection and Privacy Features

The data protection and privacy features include, for instance, the ability to report on personal data changes and the capacity to report on all the subject’s personal data available in the application. Customers will also have options to configure data retention rules at country level for active and inactive employees that will permanently purge personal data from SAP SuccessFactors applications.

It is the customer’s responsibility to adopt the features that they deem appropriate. More information can be found on the SAP Help Portal or SAP SuccessFactors Platform: On this page under the Security area, you will find the Implementing and Managing Data Protection and Privacy guide.

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