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Setting Up Features and Role-Based Permissions

Objectives

After completing this lesson, you will be able to:

Explain main Goal Management concepts, including feature settings and role-based permissions related to Goal Management
Manage goal libraries used in goal plan templates
Identify the email notifications in Goal Management

Goal Management Feature Settings

In SAP’s long-term goal of empowering customers, various provisioning settings for the SAP SuccessFactors HCM Suite have been added to Admin Center. As a result, it is easier and faster for administrators who do not have Provisioning access to turn features on and off without needing to request them through an SAP SuccessFactors Partner or SAP Professional Services.

In Goal Management Feature Settings, you can enable some of the global features as an administrator.

Goal Management Feature Settings

Note

The following options are not relevant for the Latest Version of Goal Management:

Enable Group Goals 2.0 (Only for Legacy Goal Management)
Enable target population for group goals (Only for Legacy Goal Management)
Enable Delete Team Goals Share (Only for Legacy Goal Management)
Enable Goal Management People Selector (Only for Legacy Goal Management)

Setting	Description
Disable TGM link in Quick Cards	This feature disables the link to go to the goal plans via quick cards. Quick Cards are the small rolodex-card icons shown next to each employee’s name in most name lists in the system. Disabling the link will disable the link to goal plans globally from the quick cards.
TGM/CDP Goal Transfer Wizard	SAP SuccessFactors Goal Management has the ability to enable "Copy Goal from Other Objective Plan". Using this feature, it is also possible to transfer a personal goal from one plan to another in a few simple steps. This feature allows a user to copy goals between their own goal plans, or users can complete this action on behalf of others, as long as they have the required permissions to create a goal in someone's goal plan (example: manager copy personal goals on behalf of their direct reports). The source goal plan to copy goals from, can be either a template from the legacy GMv12 or latest version.
Enable Goal Management Access Permission	This option provides the ability to control access to the Goal tabs from the navigation of the system via permissions.
Goal Import	This option enables a feature that allows users to import goals and goal related data into the system via batch.
Enable Team Goals	This option enables the Team Goal feature and permissions to grant appropriate access
Enable Initiatives	This option enables the Initiatives feature and permissions to grant appropriate access
Enable Goal Alignment Chart	Goal Alignment Chart provides employees, supervisors, and organizations with a quick, easy way to view goal accountability and track goal progress and shows a hierarchical view of goals aligned and cascaded.

Enable Goal Management Features

Business Example

In this exercise, you will be enabling some relevant Goal Management Feature Settings in your instance.

Learn how to enable some Goal Management feature settings from the instance.

ExerciseStart Exercise

Steps

Enable Goal Management Feature Settings
1. Navigate to Goal Management Feature Settings using Action Search. You can type "feature" in the Action Search to display the option.
2. Verify that the following options are already enabled:
  - TGM/CDP Goal Transfer Wizard
  - Enable Goal Management Access Permission
  - Goal Import
3. Disable the following features that are no longer needed:
  - Enable Group Goals 2.0 (Only for Legacy Goal Management
  - Enable target population for group goals (Only for Legacy Goal Management)
4. Enable the following features:
  - Enable Team Goals
  - Enable Initiatives
  - Enable Goal Alignment Chart
5. Click Save. You should display a popup message "Successfully saved!" to confirm.

Role-Based Permissions in Goal Management

The Role-Based Permissions framework is vast and encompasses permissions for all modules of SAP SuccessFactors. For the purpose of this unit, we will focus on permissions for Goal Management.

Permission Roles

Permission Roles control the access permissions in the system and define the overall access to data and application functionality. The permission settings are divided into User Permissions and Administrator Permissions.

User Permissions

The User Permissions for Goals control which users have access to the Goal Management module, the Goal Plans or actions over Team Goals and Initiatives. The following user permissions can be enabled, as shown in the figure Goals User Permissions:

User Permission	Description
Goal Management Access	This permission option is available only if the "Enable Goal Management Access Permission" feature option is switched on. If the feature is not switched on, by default all users will have access to the module.
Access Goal Alignment Chart	Allow role to access the Goal Alignment Chart.
Goal Plan Permissions	Allow role to access the selected goal plans.
Manage Team Goals	Allow role to access the Manage Team Goals menu.
Create Team Goals	Allow role to create team goals.
Delete Assigned Team Goals	Allow role to delete a team goal assigned as a co-owner
Assign Team Goals	Allow role to assign team goals.
Share Team Goals	Allow role to share team goals.
Manage Initiatives	Allow role to create, edit and delete initiatives.
Share Initiatives	Allow role to share initiatives.
Admin Access for Goal ODATA API Export	The Admin Access for Goal ODATA API Export permission is for the Data Protection Officer role only. Do not grant this permission to users other than the Data Protection Officer.

Note

Although Role-Based permissions allow a user to access the Goal Plan of other users, the level of visibility and actions that can be taken on a goal plan depend on the permissions configured in the Goal Plan Template XML.

Administrator Permissions

The Administrator Permissions for Goal Management control the actions an Administrator can take in Admin Center. The following permission can be granted as seen in the figure below:

Administrator Permission	Description
Import Goals	Allow role to access Import Performance Goals tool, and perform mass actions such as creating new personal or team goals as well as updating and deleting existing goals for multiple users through an import file.
Import/Export Goals Library	Allow role to access Import/Export Goal Library tool, to export existing libraries, import a new goal library, update an existing goal library or download goal library CSV headers to create libraries from scratch.
Goal Management Feature Settings	Allows role to access the Goal Management Feature Settings in Admin Center.

Enable Permissions for Goal Management

Business Example

In this exercise, you will be adding Goal Management permissions for some of your end users.

Learn how to grant role-based permissions specific to Goal Management.

ExerciseStart Exercise

Steps

Add Goal Management user permissions for the Administrators role.
1. Navigate to Manage Permission Roles using Action Search.
2. Locate the Administrators role and select the Edit option, under the Actions column.
3. Select Next to navigate to step 2. Add Permissions.
4. Locate the Goals category under User Permissions, and choose Select All.
5. Select Next to navigate to step 3. Preview, and choose Save to save your changes.
6. Select Manage Permission Roles link from the top of the page to navigate back to the main page and select another role to edit.
Add Goal Management user permissions for the Managers role.
1. Locate the Managers role and select the Edit option, under the Actions column.
2. Select Next to navigate to step 2. Add Permissions.
3. Locate the Goals category under User Permissions, and enable the following permissions:
  - Access Goal Alignment Chart
  - Manage Team Goal
  - Create Team Goals
  - Delete Assigned Team Goals
  - Assign Team Goals
  - Share Team Goals
  - Manage Initiatives
  - Share Initiatives
4. Select Next to navigate to step 3. Preview, and choose Save to save your changes.

Goal Libraries

A goal library is a list of goals that the user can select and add to their goal plan or the goal plans of their direct reports. The library supports multiple goal selection that enables the user to add several goals in one time.

An SAP SuccessFactors standard Goal Library in English US is automatically loaded and included with Total Goal Management. The default library is set up with two standard fields: Name and Metric, but additional fields can be included, such as start, due, done, state, weight, etc.

Goal libraries can be exported, modified, and imported back into SAP SuccessFactors. It is possible to include multiple languages and multiple libraries in the same import. Managing goal libraries is considered an administrative function.

Note

More information can be found in the following resources:

Goal Library

The following Knowledge Based Article includes the Translated Goal Libraries ZIP file, which can be used to import the standard goal library in different languages via Import/Export Goal Library tool. 2072678 - How to Import and Export Custom Goal Library and "Standard Goal Libraries" translations - Goal Management

Connect to the Goal Plan XML

If using the default library included with Total Goal Management (TGM), there is no requirement of mapping the library to your Goal Plan. You should see the following code where no ID is referenced:

Code Snippet

1234

<obj-library name="SuccessFactors Library">
</obj-library>

However, if using a custom Goal Library, a required step to be able to create goals from a Goal Library in your goal plan will be setting up the mapping in the Goal Plan XML template.

In the following figure titled Goal Library mapping to a Goal Plan XML template, you can find the code required. The id will reference the Goal Library GUID, which uniquely identifies the goal library in your instance. Only one goal library can be mapped to a Goal Plan.

Goal Library mapping to a Goal Plan XML template is displayed.

Multiple goal libraries in the same goal plan cannot be used, but you can have as many libraries as needed in your instance.

Create, Edit and Import a Custom Goal Library

Steps

Navigate to Import/Export Goal Library using Action Search.
In the Import/Export Goals library area, under the Download Goal library template CSV file heading, select Default Header from the drop-down menu.
Example
Choose Download.
When it has downloaded, open the .CSV file.
Define whether an item is deleted from, updated, or added to, the goal library.
In row 8, column A, enter ADD, DELETE or UPDATE.
Create the structure of the goal library.
In row eight, column B, enter Goal Library. Entries in other rows in column B must be either Category or GoalLibraryEntry.
Create your own IDs for each entry within the library.
In column C, you may define your own number structure. The first number selected for the Goal Library entry must be used to connect the library to the Goal Plan XML file.
Define the child entries.
In order to group categories within the goal library, the "Category" entries must reference the GUID of the "GoalLibrary" entry in the PARENT_ID. To sort goal entries within each category, the "GoalLibraryEntry" entry types must reference the "Category" GUID in the PARENT_GUID column.
Define the Locale or Language Pack of the Goal Plan.
Column E is used to translate the goal library into languages other than the default U.S. English language pack.
Define the text that displays in the goal library.
Column F defines the text that displays in the goal library from Add a New Goal from Library, the categories, and the goals within the categories.
Define the text that populates the Metric field.
Column G contains the text that displays in the Metric field when you add a new goal from the Goal Library. There may be additional columns depending on how many fields you configure for the goals which are added to the goal plan. Those fields populate within the .csv file. Information that you enter into these columns prepopulates those fields when someone selects Add Goal → Create a New Goal → Goal Library .
Save the file.
Import the goal library in the .CSV file into the Instance through Import/Export Goal Library. Choose Import.
When the import is complete, the goal plan is visible in the Import/Export Goal Library area.
In Provisioning, select your instance, and navigate to Import/Export Objective Plan Template.
In the Goal Templates area, locate your goal plan and click the icon in the Export column.
Open the XML of your goal plan in an XML editor.
Enter the ID of your new Goal Library within the <obj-library> tag. See example of code block below (the closing tag</text-replacement> is shown as a guide for the order of elements only).
Example
Code Snippet
```
123
</text-replacement>
                               <obj-library name="SuccessFactors Goal Library" id="1000">
                               </obj-library>
```

Result

You have successfully edited your Goal Library, imported into the instance and mapped the library with your Goal Plan XML template.

Import a Custom Goal Library

Task 1: Import a Custom Goal Library

Business Example

Your customer asks you to edit and import a custom goal library to suit their requirements. You must edit the .CSV file and import it into the client’s Instance.

Learn how to create your own goal library and map to your Goal Plan XML template.

ExerciseStart Exercise

Steps

Edit and Import a Custom Goal Library

Navigate to Import/Export Goal Library using Action Search.
Download the Default Header Goal Library template .CSV file.
In the Import/Export Goals Library area, select Default Header in the drop-down menu, and click Download
Open the .CSV file, and insert the following information:

Row	Column	Value
Row 8	Column A	Insert "ADD"
Row 8	Column B	Insert "GoalLibrary"
Row 8	Column C	Define your own goal library ID (choose any number)
Row 8	Column D	Leave blank
Row 8	Column E	Insert the Locale or Language Pack of the goal plan (e.g. en_US)
Row 8	Column F	Insert the text that the end-user sees when adding a library goal to the goal plan
Row 8	Column G	Leave Blank
Rows 9 and 10	Column A	Insert "ADD"
Rows 9 and 10	Column B	Insert "Category"
Rows 9 and 10	Column C	Define your own category GUIDs (choose any numbers)
Rows 9 and 10	Column D	Reference the goal library GUID as the PARENT_GUID for the first category. List the first category’s GUID in the PARENT_ID for the second category. This nests a category within a category.
Rows 9 and 10	Column E	Insert the Locale or Language Pack of the Goal Plan
Rows 9 and 10	Column F	Insert the text that the end-user sees when adding a library goal to the goal plan
Rows 9 and 10	Column G	Leave blank
Rows 11 and 12	Column A	Insert "ADD"
Rows 11 and 12	Column B	Insert "GoalLibraryEntry"
Rows 11 and 12	Column C	Define your own goal entry ID
Rows 11 and 12	Column D	Reference the category GUID in the PARENT_GUID column to group these categories within the correct category
Rows 11 and 12	Column E	Insert the Locale or Language Pack of the Goal Plan
Rows 11 and 12	Column F	Insert the text that the end-user sees when adding a library goal to the goal plan
Rows 11 and 12	Column G	Insert the text that will prepopulate the Metric field when you add a new goal from the Goal Library.

Import the .CSV back into the instance from Import/Export Goal Library.
Confirm that the goal plan appears on the Import/Export Goal Library page.
Associate the Goal Library to your Goal Plan XML template.
1. In Provisioning, select your instance and click Import/Update/Export Objective Plan Template.
2. Find your goal plan, and click on the icon in the Export column.
3. Open the XML of your goal plan in an XML editor and place the ID of your new Goal Library within the <obj-library> tag, like this example.
  Example
  Code Snippet
```
123
<obj-library name="SuccessFactors Library"  >
  </obj-library>
```
4. Save your XML by adding _v2 at the end of the name to practice version control.
You will always have GoalLibrary and Category entries in the library. Each unique Locale (language pack) will have a unique GoalLibrary entry, with translated Category entries from the default language pack.
Look at the HEADER rows from row 3–7 for the additional types of entries that can be made besides GoalLibraryEntry within categories. Milestones or Metric Lookup Tables can also be added through the library CSV file. These are separate from the goal library entries, because each of these types are tables and have sub-fields that could include any of the listed ENTRY_NAME options including target, actual, desc, start, due, and so on.

Email Notifications

There are four standard goal activity email notifications that can be activated for each goal plan. Each of these notifications can be enabled or disabled, as the customer desires, and the verbiage of the emails can be updated. E-mail notifications can be found navigating to E-mail Notification Template Settings using Action Search.

Notification Name	Description
Goal Creation Notification	Automatically sent to a user when a goal is created for them.
Goal Delete Notification	Automatically sent to a user when a goal is deleted by manager from Direct Report goal plan view.
Goal Modification Notification (daily)	Sent every 24 hours to the employee and to the manager if changes are made to public goals on the employee’s goal plan. The message includes created, modified, and deleted goals. Users are not notified of changes they make themselves.
Goal Comment Notification	Automatically sent to the employee and/or the employee’s direct line manager when threaded feedback is added to a goal plan. This option requires the goal plan to have the threaded feedback switch enabled in the goal plan template XML.

Note

Some additional resources to check for more details about these Email Notifications:

2086636 - Goal Creation, Goal Delete and Goal Modification Email Notifications - Goal Management/Career Development Planning

2651376 - Goal Comment Field and Goal Comment Notification - Goal Management

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