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Using Generative AI in Goal Management

Objective

After completing this lesson, you will be able to identify the SAP Business AI capabilities applicable to Goal Management

Generative AI Features in Goal Management

An administrator can turn on the AI Features from the AI Services Administration tool, which includes those relevant for Goal Management.

End users can use the Assisted Performance Goals feature to create goals using Generative AI. When selecting Create Goal, the Goal Creation Options menu will show a text field where users can provide an input and generate a goal creation using AI technology.

Additionally, the Assisted Writing with Text Analyzer AI feature can be used to get assistance from AI technology to enhance the content from text and textarea fields, like Goal Name, Metric or Description, as well as flagging inappropriate language or translate text. The capabilities for AI-Assisted Writing available in Goal Management are:

Enhanced Writing: Suggests enhancements in grammar, spelling, vocabulary choices, and phrasing in the context of the selected line or paragraph.
Change Tone: Provides options to change the tone of the writing of the selected line or paragraph to professional, personable, or constructive to suit the communication needs of different audience groups in the organization.
Make Shorter: Shortens a selected line or paragraph to convey the message more concisely.
Make Longer: Rewrites a selected line or paragraph by adding more words to provide a detailed explanation based on the original content.
Make Bulleted List: Converts a selected line or paragraph into a bulleted list to simplify complex information and enhance readability by breaking it down into easy-to-read points.
Analyze Text: Performs a safety scan on each text box, prompt entry, or Generative AI output to detect bias and suggest replacement text for any language flagged as potentially biased, discriminatory, or harmful.
Translate: Translates the written text into the target language chosen by the user. The following capabilities are supported by this action:
- Translation from en_US (US English) to all 46 languages supported in SAP SuccessFactors.
- Full translation between the following languages: English (US), German, French, Spanish, Portuguese, Chinese (Simplified), and Japanese.

Note

More information about Generative AI features language support can be found in this KBA: 3396784 - SuccessFactors Generative AI Multilingual Creation

In the following screenshot, a user enhances the Goal Name using AI capabilities:

Note

If this is the first time a user is accessing the AI capabilities, an end user acknowledgment will appear, which the user must accept to continue.

This screenshot shows the AI Usage Acknowledgment screen, required for users to accept to continue using the AI-Assisted features.

Select existing Goal Name text. A popup menu shows, and the user selects the first option, Use AI capabilities, which displays all the available options within AI-Assisted Writing.
User selects Enhanced Writing.
AI-Assisted Writing shows the results.
From the same menu, the user continues to prompt AI-Assisted Writing to make the text longer and change the tone to be more professional. The user can select Apply to update the goal name to the latest result or use the copy text option from previous results and paste it into the goal name.

This screenshot shows AI-Assisted Writing icons, menu and example of enhanced writing for goals.

Note

The AI-Assisted Writing tool can also be used in SAP SuccessFactors 360 Reviews, Career Development Planning, Continuous Performance Management, Performance Management, and Opportunity Marketplace. It may require the purchase of AI units before use. More information is available here: Premium AI Features in SAP SuccessFactors

Permissions required to use AI Capabilities

End users will need the following permissions granted in Role-Based Permissions.

User Permission → AI Access → Assisted Performance Goals, for the Goal Creation with Generative AI.
User Permission → AI Access → Assisted Writing with Text Analyzer, for the AI-Assisted Writing.

Using Generative AI to Create and Edit Goals

In this example, an employee wants to leverage the Generative AI capabilities to create a relevant and attainable goal based on user input to "generate more revenue and make customers happy."

Prerequisites

End Users must accept the AI Usage Acknowledgment to agree on the AI capabilities considerations when generating outputs.

Steps

Navigate to the Goal Plan using the Home menu or selecting the quick action Manage My Goals from the Home Page.
Create a New Goal, selecting Create Goal button.
The Goal Creation Options will display different options to create a goal. The first is the ability to type a message and prompt results from the AI-powered technology. In this example, the employee types generate more revenue and make customers happy. When selecting the Generate button, the AI will prompt the creation of a new goal.
The new goal is created. You can review the AI-generated content in the edit goal window. The goal fields available for AI generation are Goal Name, Description, Metric, Start and Due dates, Milestones, and any custom field of type text and textarea.
Further changes can be made, such as editing the details generated or even using the option to Regenerate AI content again and trigger different results. In the following example, the Regenerate button is selected to prompt a new output. A popup message will display to confirm that the AI-generated content will be automatically updated when using Regenerate, and no history of the previous content will be retained.
As a last step, the user can change the goal name before regenerating the AI content and show different results.
Once the goal is saved, the Goal Details will indicate that this goal is enhanced by AI.

Result

Goal Details screen with This goal is enhanced by AI callout highlighted.

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