SAP SuccessFactors Goal Management Administration

HR821
SAP SuccessFactors Goal

Management Administration
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PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
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Course Version: 2311
Course Duration:
Material Number: 50164273
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Typographic Conventions
American English is the standard used in this handbook.

The following typographic conventions are also used.
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Contents
vii Course Overview
1 Unit 1: Introducing the Course
3 Lesson: Introducing the Course
7 Unit 2: Introducing Goal Management Administration
9 Lesson: Introducing Goal Management

14 Lesson: Creating a Goal Plan Template
19 Exercise 1: Duplicate an Existing Goal Plan Template
22 Lesson: Editing a Goal Plan Template
25 Exercise 2: Edit the Goal Plan Template
28 Lesson: Exploring the Goal Plan Template (GMv12)
31 Exercise 3: Explore the Goal Plan Template (GMv12)
39 Unit 3: Exploring the Latest Goal Management
41 Lesson: Describing the Latest Goal Management

44 Lesson: Enabling the Latest Goal Management
45 Exercise 4: Enable Latest Goal Management
49 Exercise 5: Convert a Goal Plan Template
52 Lesson: Managing Goal Plan Templates in the Latest Goal
Management
53 Exercise 6: Manage the Converted Goal Plan Template
61 Unit 4: Viewing Goal Management Features
63 Lesson: Viewing Goal Management Features Settings

66 Lesson: Importing and Exporting Goal Libraries
69 Exercise 7: Export the SAP SuccessFactors Goal Library in the
Default Language
71 Exercise 8: Modify a Custom Goal Library in the Default
Language
76 Lesson: Importing Performance Goals
81 Exercise 9: Generate a CSV Header for Goal Import
89 Exercise 10: Edit the Goal Import CSV Template
93 Exercise 11: Import Goals
96 Lesson: Managing Team Goals
101 Exercise 12: Enable and Permission Team Goals
107 Lesson: Transferring Goals between Users
109 Exercise 13: Transfer a Goal
© Copyright. All rights reserved. v

117 Unit 5: Describing End-User Functionality
118 Lesson: Using Line of Sight in Goal Management

123 Exercise 14: Explore the Line of Sight
126 Lesson: Performing End User Actions
135 Exercise 15: Complete Goal Management End User Actions
138 Lesson: Accessing Goal Management
141 Exercise 16: Enable Mobile Goals
147 Unit 6: Integrating Goal Management
149 Lesson: Integrating Continuous Performance Management with

Goal Management
153 Lesson: Integrating Dynamic Teams with Goal Management
vi © Copyright. All rights reserved.

Course Overview
TARGET AUDIENCE
This course is intended for the following audiences:
© Copyright. All rights reserved. vii

viii © Copyright. All rights reserved.
UNIT 1 Introducing the Course
Lesson 1
Introducing the Course 3
UNIT OBJECTIVES
● Describe the general information about the course
© Copyright. All rights reserved. 1

Unit 1: Introducing the Course
2 © Copyright. All rights reserved.

Unit 1
Lesson 1
Introducing the Course
LESSON OBJECTIVES
After completing this lesson, you will be able to:
Overview
Through discussion, demonstration, and hands-on exercises, this course uses the concepts
and terminology associated with the SAP SuccessFactors Goal Management module to help
you develop a working knowledge to be used when implementing your goal strategy. You will
gain basic skills in how to use SAP SuccessFactors as a System Administrator and learn how
to use the basic tools for managing goals in your organization.
Hint:
Please note that “user” in this document refers to the end user. In the context of
this guide, a user may be an HR administrator, manager, or employee, depending
on your company’s use of the modules.
Target Audience
This is an eLearning course intended for SAP SuccessFactors System Administrators (also
referred to as admins) responsible for:
● Granting permissions for the Goal Management module
● Configuring goal plans
● Participating in goal setting processes
Caution:
Some screenshots and certain features covered in this guide may not be enabled
in your company’s environment. Please note that major configuration changes
will need to go through an SAP SuccessFactors certified consultant or
Professional Services, because System Administrators do not have access to
enable certain features.

Unit 1: Introducing the Course
Note:
Reporting
Reporting is not part of this Administrator Training Guide. If you want to learn
more about the different reporting tools available within SAP SuccessFactors, you
can review the Administrator Training Guide available in HR882 – SAP
SuccessFactors People Analytics: Reporting and Administration.
SAP SuccessFactors Community

The SAP SuccessFactors HXM Customer Community is your one-stop shop for support,
quick answers, training and expert accreditation (SFX) and Product Release & Road Map
information https://community.sap.com/topics/successfactors
Additional Resources
For more information about SAP SuccessFactors, refer to these resources:
SAP SuccessFactors Help Portal https://help.sap.com/viewer/product/

SAP_SUCCESSFACTORS_HXM_SUITE
SAP SuccessFactors Release Information https://help.sap.com/viewer/product/
SAP_SUCCESSFACTORS_RELEASE_INFOR
MATION
SAP Roadmap Explorer https://roadmaps.sap.com/
SAP Training Shop https://training.sap.com
Customer Influence and Adoption https://www.sap.com/about/customer-
involvement/influence-adopt.html
LESSON SUMMARY
You should now be able to:

Unit 1
Learning Assessment
1. I have reviewed the content of this unit.

Determine whether this statement is true or false.
X True
X False

Unit 1: Learning Assessment

UNIT 2 Introducing Goal Management
Administration
Lesson 1
Introducing Goal Management 9
Lesson 2
Creating a Goal Plan Template 14
Exercise 1: Duplicate an Existing Goal Plan Template 19
Lesson 3
Editing a Goal Plan Template 22
Exercise 2: Edit the Goal Plan Template 25
Lesson 4
Exploring the Goal Plan Template (GMv12) 28
Exercise 3: Explore the Goal Plan Template (GMv12) 31
UNIT OBJECTIVES
● Discuss Goal Management and its goals

● Add goal plan templates and mark a template as the default
● Discuss the sections, categories, and fields in a goal plan template, and edit the template
● Explore the goal plan template in GMv12 version

Unit 2: Introducing Goal Management Administration

Unit 2
Lesson 1
Introducing Goal Management
LESSON OBJECTIVES
Terminology in Goal Management

Term Definition
Goal Management SAP SuccessFactors Goal Management ena-
bles employees and managers to align indi-
vidual goals with company business objec-
tives.
SAP SuccessFactors Goal Management
helps organizations ensure that all employ-
ees are aligned and working on the things
that matter most so that the organizations
can bridge the strategy and execution gap
and stay on the path to success.
Templates Templates define the type of information to

be collected about each goal (for example,
goal name, milestones, and weight), and fea-
tures of the plan available to end users (for
example, adding a goal from a predefined li-
brary of existing goals).
Goal Plans Goal plans are online worksheets used to re-

cord and track information on performance
goals, such as the employee’s progress in ac-
complishing a task associated to a goal.
There are no workflows associated to goal
plans.
Goals/Objectives Goals and objectives are interchangeable

terms indicating a desired result an employ-
ee commits to achieve. Goals must be ach-
ievable and measured over a set period of
time to develop skills that will benefit an em-
ployee in their role and support the organiza-
tional mission.

Term Definition
SuccessStore Success Store is a library of pre-built tem-
plates that can be added to the instance as
many times as needed (as long as each has a
different name).
Categories Categories are groups for similar goals de-

fined in the plan template.
Fields Fields are small units of information about

each individual goal defined in the plan tem-
plate (for example, goal name and category).
Team Goals Team goals are goals that are created, up-
dated, and assigned by managers to their
team members, without having to include the
goals in their own goal plan. It effectively al-
lows the manager to simply manage and
monitor the goals they set for their team,
without having to achieve the goals directly.
Team goals can be shared with other manag-
ers to be assigned to their respective teams.
Cascading Cascading allows a user to push a goal to a

direct report’s plan or pull a goal from a man-
ager’s plan to both create a new goal and link
the two goals.
Goal Import Goal import is a method that can be used to

create, edit, or delete several goals at once.
What is Goal Management?

SAP SuccessFactors Goal Management enables employees and managers to align individual
goals with company business objectives. This product also helps organizations ensure that all
employees are aligned and working on the things that matter most so that the organizations
can bridge the strategy and execution gap and stay on the path to success.
Goal management gets everyone working on the right things at the right time. Set your
strategic objectives and align individual goals with the flexibility to shift and move with
business changes.
Currently, there are two UI versions of Goal Management: GMv12 and Latest Goal
Management (being the latest version now generally available). In this course, you will start
configuring a goal plan template in GMv12, and later in the course, you will upgrade to Latest
Goal Management, convert an existing template, and explore the latest UI.
GMv12 version of Goal Management

Lesson: Introducing Goal Management
Latest version of Goal Management
Goal Alignment
With goal alignment, your organization works as a cohesive team to cover more ground,
faster.
● Cascade goals through the entire organization: Set strategic goals and roll them out to
teams and individuals for better company performance.
● Gain visibility into goal status: Stay on top of performance when you view goal status and
results through intuitive dashboards and spotlights.
● Improve accountability: Visibility reinforces performance and engagement, and it helps
you to address issues proactively.
● Develop goals instantly: Goal Library supports your managers with more than 500 SMART
(Specific, Measurable, Attainable, Realistic, and Timely) goals.

● Assess goals continuously: Make frequent updates, gauge probability of success, and
provide detailed comments on goals.
Note:
Through this course, you will find references to Action Search to navigate to the
different tools in the instance. The Action Search is the easiest way to type and
search for actions or people. Alternatively, you would locate the options from the
Admin Center, on the tools tile, and search for the action (like Manage Templates
or Manage Perssion Roles) to navigate there.
Goal Management Permission

Permission to access the goal plan as an end user and goal management as the administrator
must be granted prior to making any configurations. To enable the required permissions,
navigate to Manage Permission Roles using Action Search. For end-users to access goal plans,
the end users must be given permission to access the goal plan templates and these must be
active.
Note:
Access to Goal Management can be restricted if an administrator turns on the
option Enable Goal Management Access Permission in Goal Management Feature
Settings option, using Action Search.
If this is enabled, the Goal Management Access permission must be given to the
end users to access the Goals main page where they can find their goal plan or
goal plans.
Create a role for user access (for example, logging in, accessing People Profile) and grant
Goal Plan Permissions for all users to access their goal plans (All or Others) and Goal
Management Access, if applicable, under User Permissions → Goals.

Lesson: Introducing Goal Management
Create a role or edit an existing one for the administrator (for example, System Admin or
Administrators), grant permissions under the Administrator Permissions → Manage Goals,
and select all options.
Note:
Data Protection and Privacy Features:
Several data protection and privacy features are available to our customers and
some existing features were enhanced to meet requirements such as reporting on
personal data changes or report on all subject’s personal data available in the
application.
Customers also have the option 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 in the Implementing and Managing
Data Protection and Privacy guide in the SAP Help Portal → SAP SuccessFactors
Platform → Security:https://help.sap.com/viewer/product/
SAP_SUCCESSFACTORS_PLATFORM/
LESSON SUMMARY

Unit 2
Lesson 2
Creating a Goal Plan Template
LESSON OBJECTIVES
The Goal Plan Template

The goal plan template is the key concept used to define the fields and sections that users
complete during goal planning. The terms “Goal” and “Objective” are identical in meaning for
SAP SuccessFactors Goal Management. During implementation, the term used for your
instance is defined. For the purposes of this course, we will use “Goals.” The configuration in
your SAP SuccessFactors instance is highly dependent on your company’s policies,
procedures, and business rules.
It is very likely that your SAP SuccessFactors certified consultant created goal plan templates
during implementation. However, you may also edit existing and add new templates from
Manage Templates.
Add a New Template from the Success Store

To add a new template, you may start with a blank slate, or add an existing template from the
Success Store.
To add a new goal plan template from the Success Store, navigate to Manage Templates
using Action Search. Choose Add A New Template and select from the options available.
Currently, there are two templates offered in the Success Store.

Lesson: Creating a Goal Plan Template
● Basic Goal Plan: Includes a single category and the SAP SuccessFactors goal library.
● Extended Goal Plan: Includes the SAP SuccessFactors goal library, Balanced Scorecard
categories, and Milestones.
The primary difference between the two goal plan templates is the number of categories: the
Basic Goal Plan has one category, while the Extended Goal Plan contains multiple categories.
When adding a new plan template from the SuccessStore, you may use the preview to give
you a better idea of what is included. Depending on your configuration, you may also see a
preview in additional languages.
Existing Template Usage

If you already have a goal plan in the instance from a previous goal planning cycle, you may
open that template and save as with a new name. You can then modify the template as
needed for the new cycle.
During implementation, if an SAP SuccessFactors certified consultant creates a goal plan
template for your organization for a certain calendar year, you do not need them to create a
new one for subsequent years. Rather than adding a new template, you can modify an existing
template and save it with a new name. This is useful when major changes to the template are
not required. In this context, major changes are changes that cannot be made from Manage
Templates. For example, adding (or removing) the permission to cascade goals to a goal plan
template is not possible in Manage Templates and requires assistance from an SAP
SuccessFactors certified consultant.
When creating a new template for a new performance year, it is important to change the
default goal start and due dates on the template.

Default Goal Plans

Once the goal plan template has been created, you can make it the default template for users
when they login for the first time.
You may also make templates active (available for use) or inactive. The default setting is
active. For viewing purposes, you may sort the templates by clicking the up and down arrows
in the Sort Order column.
Note:
Goal Plan templates can never be deleted, but they can be set to Inactive if no
longer used. This is to ensure that any historical data is preserved.

You can change the default plan to another one of your existing templates. The confirmation
message will display to confirm this change.


Unit 2
Exercise 1
Duplicate an Existing Goal Plan Template
In this exercise, you create a new goal plan template from your existing templates.
Simulation
For more information on this topic please view the simulation in the lesson
Creating a Goal Plan Template in your online course.
1. Log into SAP SuccessFactors using your assigned administrator account.
2. Use Action Search and enter Manage Templates.
3. On the Manage Templates page, select the Goal Plan tab.
4. Choose the TMO Goal Plan template. The TMO Goal Plan template opens.
5. To create a new goal plan template, choose Save As… .
6. For the title, enter [Current Year] Goal Plan [Your Initials].
7. Select General Settings.
8. In the Change Language dropdown, select English US (English US) and rename your
template to [Current Year] Goal Plan [Your Initials]
9. In the Instructions to your users, change TMO to [Current Year] in the Welcome title.
10. Change Language back to default and repeat step 9.
11. Click away, and choose Save to save your changes.
12. Navigate back to Manage Templates and, for the newly created goal plan template, select
the Default radio button.
13. To confirm the changes, choose OK.
Note:
It can take a significant amount of time (a few hours) for this goal plan to show
up for the end user in your instance. This is usually due to the fact that Role-
Based Permissions have not been updated and do not currently include the
newly created template in the list of permissible templates. Ask your instructor
to use the back-end provisioning option under Company Settings to Refresh
RBP permissions. Then check your permission role in Manage Permission
Roles to make sure your role has access to all goal plan templates.

Unit 2
Solution 1
Duplicate an Existing Goal Plan Template
In this exercise, you create a new goal plan template from your existing templates.
Simulation
Creating a Goal Plan Template in your online course.
1. Log into SAP SuccessFactors using your assigned administrator account.
2. Use Action Search and enter Manage Templates.
3. On the Manage Templates page, select the Goal Plan tab.
4. Choose the TMO Goal Plan template. The TMO Goal Plan template opens.
5. To create a new goal plan template, choose Save As… .
6. For the title, enter [Current Year] Goal Plan [Your Initials].
7. Select General Settings.
8. In the Change Language dropdown, select English US (English US) and rename your
template to [Current Year] Goal Plan [Your Initials]
9. In the Instructions to your users, change TMO to [Current Year] in the Welcome title.
10. Change Language back to default and repeat step 9.
11. Click away, and choose Save to save your changes.
12. Navigate back to Manage Templates and, for the newly created goal plan template, select
the Default radio button.
13. To confirm the changes, choose OK.
Note:
It can take a significant amount of time (a few hours) for this goal plan to show
up for the end user in your instance. This is usually due to the fact that Role-
Based Permissions have not been updated and do not currently include the
newly created template in the list of permissible templates. Ask your instructor
to use the back-end provisioning option under Company Settings to Refresh
RBP permissions. Then check your permission role in Manage Permission
Roles to make sure your role has access to all goal plan templates.

LESSON SUMMARY

Unit 2
Lesson 3
Editing a Goal Plan Template
LESSON OBJECTIVES
Existing Goal Plan Usage

The sections of the goal plan template are where you define what the end user sees when
creating new goals. As an administrator, you can select which categories of goals the end user
can choose from (for example, Financial, Learning and Growth, and Customer), which fields
they see (for example, start date, % complete, milestones, and status), and whether or not
they may use the SMART goal wizard.
General Settings
This section is where the foundational pieces of the template are defined. You can edit the
name of the template that will display in a drop-down menu of options, change the language
of the template, add instructions to the end user, change the default start and end dates of
newly added goals, and enable the SMART goal wizard. The SMART goal wizard guides users
through creating goals that are Specific, Measurable, Attainable, Relevant, and Time-bound.
If Continuous Performance Management is activated, you can choose to display Continuous
PM Achievements on the goal plan.

Lesson: Editing a Goal Plan Template
Edit Categories Section

The Edit Categories section is where you can edit and order categories to sort goals. End
users will see and choose from these categories when creating a new goal from this template.
Edit Categories also allows you to add new categories, delete existing categories, and change
the default language.
A default category element can be used to define the “default” or “catch-all” category. Any
objective not matching one of the explicitly defined categories is placed in this category.
The order of the categories defined in the goal plan template is significant: it defines the order
of the sections in the goal plan for the end users and the order of the categories when users
create and edit goals. You may change the order of categories in the goal plan by dragging
and dropping the category within the list. The position of the default category must always be
after the last regular category.
Note:
The "default" or “catch all” category needs to be defined in the backend by an SAP
SuccessFactors certified consultant. You may notice that this category, if defined,
is last on the list, it is locked, and is not aligned with the other categories above (in
the example shown in the next screenshot, the default category is Other). You
cannot drag and drop any category below the default category from Manage
Templates.
Sample categories include:

● Financial
● Customer
● Internal Business Processes
● Learning and Growth
● Other

Edit Fields Section

The Edit Fields section allows you to edit and add fields to the goal plan template and mark
fields as required. You may change the order of fields in the goal plan by dragging and
dropping the field within the list. The order of the fields in the goal plan template dictates the
order in which they will be displayed when users create or edit goals. You may also
personalize elements of each field. Users will see the names of these fields when adding a new
goal to the plan.

Unit 2
Exercise 2
Edit the Goal Plan Template
In this exercise, you change the default start and due dates for new goals, turn on the SMART
goal wizard, make Due Date a required field, and add a new field to the plan to track
milestones.
Simulation
Editing a Goal Plan Template in your online course.
1. From the Manage Templates list, select the goal plan template you copied based on an
existing template in a previous exercise.
2. Choose General Settings.
3. Change the End Date to 12/31/20xx (this calendar year).
4. Change the Start Date to 01/01/20xx (next calendar year).
Caution:
You must change the End Date before you change the Start Date. If not, you
will receive the following error message: “Start Date cannot be greater than
End Date.”
5. Choose Edit Fields.
6. Choose Metric.
7. Select the Required Field checkbox.
8. Choose Status.
9. In the Dropdown Options, remove Cancelled and place the Completed status under
Postponed.
10. Choose Save.

Unit 2
Solution 2
Edit the Goal Plan Template
In this exercise, you change the default start and due dates for new goals, turn on the SMART
goal wizard, make Due Date a required field, and add a new field to the plan to track
milestones.
Simulation
Editing a Goal Plan Template in your online course.
1. From the Manage Templates list, select the goal plan template you copied based on an
existing template in a previous exercise.
2. Choose General Settings.
3. Change the End Date to 12/31/20xx (this calendar year).
4. Change the Start Date to 01/01/20xx (next calendar year).
Caution:
You must change the End Date before you change the Start Date. If not, you
will receive the following error message: “Start Date cannot be greater than
End Date.”
5. Choose Edit Fields.
6. Choose Metric.
7. Select the Required Field checkbox.
8. Choose Status.
9. In the Dropdown Options, remove Cancelled and place the Completed status under
Postponed.
10. Choose Save.

Lesson: Editing a Goal Plan Template
LESSON SUMMARY

Unit 2
Lesson 4
Exploring the Goal Plan Template (GMv12)
LESSON OBJECTIVES
How to Access the Goal Plan as an End User?

In general, end users (employees) will need access to Goal Management and the goal plan
template, which is granted from Role-Based Permissions (RBP).
However, the available permissions for actions and fields in the Goal Plan will be determined
by the goal plan template configuration in the back-end, set up by an SAP SuccessFactors
Consultant.
Therefore, as an employee you might be able to create your own goals, and as a manager, you
might be able to cascade goals to your direct reports or even delete a goal from your direct
report’s goal plan. But even before users are able to complete these actions, access must be
granted in RBP. The following are the essential permissions needed to access Goal
Management and Goal Plan template(s).
● Goal Management Access: Provides general access to Goal Management.
● Goal Plan Permissions: Template access can be controlled from here, with options to allow
access to All or Others (some specific template(s) only).

Lesson: Exploring the Goal Plan Template (GMv12)
With the Goal Management Access permission, users can navigate from Home → Goals or
selecting My Goals quick action on the Home Page
The Goal Plan Permissions will determine which Goal Plan templates are available.


Unit 2
Exercise 3
Explore the Goal Plan Template (GMv12)
In this exercise, you will access the goal plan in the current GMv12 version, to explore some
actions before upgrading to the Latest Goal Management.
Simulation
Exploring the Goal Plan Template (GMv12) in your online course.
1. Select the Name Menu and Proxy as an employee (Marcus Hoff).
2. Navigate to Goal Management, from Home → Goals or by selecting the My Goals quick
action, available in the Home Page.
3. Select your [Current Year] Goal Plan [Your initials] goal plan template that you created in
a previous exercise.
4. Verify you can see the introduction and the different goal plan categories, but there are no
goals yet.
5. Select +Add Goal → Create a New Goal to create two goals in your goal plan.
6. Select +Add Library Goal and add the following goals:
● Under Customer Service → Customer Support select Achieve a rate of _% of customer

contract renewals by (date)
● Under HR → Training and Development select Conduct a training needs assessment

and skills gap analysis by (date)
7. Choose Add Selected and make these changes for the first goal:
● Category: Customer
● Name: set _% to 20% and (date) to end of the fiscal year
● Weight: 15%
● % Complete: 40%
● Status: On Track
8. Make these changes for the second goal:
● Category: Learning and Growth
● Name: Change (date) to end of Q3

● Weight: 10%
● Due Date: 09/30/20XX(select current year)
● % Complete: 60%
● +Add Milestones ＞ Milestones Description: Completion of HR821 and set Due Date
as 09/30/20XX (select current year)
9. Save changes. Verify the goals display in the Goal Plan.
10. Select one of your goals and complete the following actions:
● Add a comment in the Comments field visible
● Select the goggles icon to make the goal private.
● On the Action (found at the top right) select the option View goal detail to see the Audit
History.

Unit 2
Solution 3
Explore the Goal Plan Template (GMv12)
In this exercise, you will access the goal plan in the current GMv12 version, to explore some
actions before upgrading to the Latest Goal Management.
Simulation
Exploring the Goal Plan Template (GMv12) in your online course.
1. Select the Name Menu and Proxy as an employee (Marcus Hoff).
2. Navigate to Goal Management, from Home → Goals or by selecting the My Goals quick
action, available in the Home Page.
3. Select your [Current Year] Goal Plan [Your initials] goal plan template that you created in
a previous exercise.
4. Verify you can see the introduction and the different goal plan categories, but there are no
goals yet.
5. Select +Add Goal → Create a New Goal to create two goals in your goal plan.
6. Select +Add Library Goal and add the following goals:
● Under Customer Service → Customer Support select Achieve a rate of _% of customer

contract renewals by (date)
● Under HR → Training and Development select Conduct a training needs assessment

and skills gap analysis by (date)
7. Choose Add Selected and make these changes for the first goal:
● Category: Customer
● Name: set _% to 20% and (date) to end of the fiscal year
● Weight: 15%
● % Complete: 40%
8. Make these changes for the second goal:
● Category: Learning and Growth
● Name: Change (date) to end of Q3

● Weight: 10%
● Due Date: 09/30/20XX(select current year)
● % Complete: 60%
● +Add Milestones ＞ Milestones Description: Completion of HR821 and set Due Date
as 09/30/20XX (select current year)
9. Save changes. Verify the goals display in the Goal Plan.
10. Select one of your goals and complete the following actions:
● Add a comment in the Comments field visible
● Select the goggles icon to make the goal private.
● On the Action (found at the top right) select the option View goal detail to see the Audit
History.

Lesson: Exploring the Goal Plan Template (GMv12)
LESSON SUMMARY


Unit 2
Learning Assessment

X True
X False


UNIT 3 Exploring the Latest Goal
Management
Lesson 1
Describing the Latest Goal Management 41
Lesson 2
Enabling the Latest Goal Management 44
Exercise 4: Enable Latest Goal Management 45
Exercise 5: Convert a Goal Plan Template 49
Lesson 3
Managing Goal Plan Templates in the Latest Goal Management 52
Exercise 6: Manage the Converted Goal Plan Template 53
UNIT OBJECTIVES
● Explore the latest version of Goal Management

● Enable the latest version of Goal Management
● Convert goal plan templates using the Manage Templates conversion tool
● Manage Templates in the Latest Goal Management version

Unit 3: Exploring the Latest Goal Management

Unit 3
Lesson 1
Describing the Latest Goal Management
LESSON OBJECTIVES
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.
Supported Capabilities
At this stage, the Latest Version of Goal Management is generally available and offers the
most important capabilities that are already available in GMv12.
Note:
Reduced Scope: You can check here the reduced scope of the latest Goal
Management updated, including not supported features.
https://help.sap.com/docs/
SAP_SUCCESSFACTORS_PERFORMANCE_AND_GOALS/
4a24e48b5c384b18a81f6b661305021e/
bdf0db5f89914ff9ae3e3834e6cfb600.html

Note:
Upgrading to the Latest Goal Management is not revertible, unlike other upgrade
options in Upgrade Center. It is very important to understand the available
features and whether any of the non-supported features from the Reduced Scope
would impact our user experience. While the most important feature gaps have
been achieved this 1H 2023 Release, it is highly recommended to review the link
above and have a clear understanding about what is not supported in the newer
version vs GMv12.
Features
When looking at the Latest Goal Management version, the capabilities that you explored in the
previous exercise will have some differences. This screenshot below will help to identify these
in more detail:
1. Users can toggle between Performance Goal and Development Goal, if a Development Plan
is available for them. That way, from the same menu, employees and managers can review
Performance and Development Goals easier.
2. Option to expand a drop-down list and access all the available Goal Plans. Those Goal
Plans still not converted to the latest version but accessible to the employee, will be read-
only and a Legacy View option is available to see goals from previous goal plans.
3. In this section, we can display the total goal count, and the goal count by status. Each
status can be selected to filter and see only those goals in the Goal Plan. Additionally, an i
icon displays if there are any warnings regarding minimum and maximum goals and
weights, if these were configured in the back-end by an SAP SuccessFactors Consultant.
4. The introduction text is available here, when selecting the i icon, it will display.
5. Goal Categories.
6. Goal Cards.
7. Actions to create goals. Depending on the permissions, users can

Lesson: Describing the Latest Goal Management
● Create Personal Goals
● Create Goals from a Goal Library
● Copy Goals from another Goal Plan
● Cascade Goals
● Manage Team Goals
● Print to PDF
8. User Search: To search for users and navigate to their Goal Plan. Access to the actual goal
plan might be restricted if the user is not in our target population.
9. People Selector: It displays self, manager, direct reports and matrix reports (if any).
Note:
You will be learning more details about these functions and other actions that will
be found within the Goal Cards and the Goal Details later in this course.
In the preceding steps, now that the overall functionality of the Latest Goal Management is
discovered, you will complete the upgrade and start the transition to the new version.
LESSON SUMMARY

Unit 3
Lesson 2
Enabling the Latest Goal Management
LESSON OBJECTIVES
Enable Latest Goal Management

The upgrade to Latest Goal Management can be done from the Upgrade Center, under
Optional Upgrades.

Unit 3
Exercise 4
In this exercise, you will enable the latest version of Goal Management in your instance.
Caution:
IMPORTANT: Remember that, once you complete this exercise and upgrade to
the newer version, Goal Management will no longer be visible in the GMv12 and
those existing templates not converted into the newer version will be read-only.
Simulation
Enabling the Latest Goal Management in your online course.
1. Log into your instance as an administrator.
2. Navigate to Upgrade Center using Action Search.
3. In the Filter By dropdown, select Goals to display only the upgrades relevant to the
module.
4. Locate the Latest Goal Management and select Learn More & Upgrade Now.
5. Notice the description includes a warning message:
Caution:
This upgrade CANNOT be undone. You CANNOT revert back to an older
version.
6. Scroll down and select Upgrade Now.
7. Select Yes in the confirmation dialog. You should receive a confirmation that the system
has been updated. Select OK.

Unit 3
Solution 4
In this exercise, you will enable the latest version of Goal Management in your instance.
Caution:
IMPORTANT: Remember that, once you complete this exercise and upgrade to
the newer version, Goal Management will no longer be visible in the GMv12 and
those existing templates not converted into the newer version will be read-only.
Simulation
1. Log into your instance as an administrator.
2. Navigate to Upgrade Center using Action Search.
3. In the Filter By dropdown, select Goals to display only the upgrades relevant to the
module.
5. Notice the description includes a warning message:
Caution:
This upgrade CANNOT be undone. You CANNOT revert back to an older
version.
6. Scroll down and select Upgrade Now.
7. Select Yes in the confirmation dialog. You should receive a confirmation that the system
has been updated. Select OK.

Lesson: Enabling the Latest Goal Management
Convert Templates for Compatibility with the Latest Goal Management

The next step, once the upgrade is completed, is to navigate to Manage Templates. You will
see that the list of templates includes an arrow that indicates these need to be converted in
order to be used.
Access one of the templates, and locate the Convert option.
The conversion tool will consist of 3 steps:

● Introduction: Includes an introduction of the conversion process before getting started.
● Validate: The system will look into the existing General Settings, Fields and Field
Properties, to ensure compatibility with the latest version. Some of the validations might
include fields not supported, or a requirement to set limitations for the number of
characters for some of the field types, like Goal Name, Metric or Comments.
● Convert: In this step, the conversion will take place. After conversion, the template name
remains unchanged, but the original template will be copied and renamed as [Goal Plan
name] Backup, and will be visible but no longer editable (read-only).
Once the conversion is completed, the Goal Plan will be indicated with a checkmark in the
Manage Templates list, and become accessible in the new version of Goal Management.

Note:
Convert only those templates that you are currently using going forward. It is not
necessary to convert every single template. New templates created will not
require any conversion.
The templates converted will retain their ID. The original template is copied with a new ID and
renamed as ＜ Original Name ＞ Backup in the read-only mode.
Navigate to Manage Templates and select at least one template to convert. Alternatively, you
can add a new template from SuccessStore, and it will be displayed in the Latest Goal
Management version.
The existing templates in your instance are convertible. You can run the Conversion tool
which will ensure the template is ready to go. Any fields not supported, will be set to optional
(not required) if they were previously, and while they will remain in the template, they will not
be shown in the user interface (UI).

Unit 3
Exercise 5
Convert a Goal Plan Template
In this exercise, you will convert your Goal Plan to be able to use it in the latest version of Goal
Management.
Simulation
1. Navigate to Manage Templates using Action Search, and select the Goal Plan tab.
2. Select the [Current Year] Goal Plan [Your initials] Goal Plan template.
4. Select Convert. Read the introduction and, when ready, choose Get Started.
5. Verify 2a and 2b validations are successful, but 2c Validate Field Properties shows some
warning. This note refers to the requirement of setting up character limitations for some
of your fields. The fields of type text, can have a maximum of 500 characters, whereas the
fields of type textarea/comment can have a maximum of 1000 characters. Edit as needed
or leave them as-is.
6. Select Convert, and choose OK in the confirmation dialog. The conversion will start, and
you are prompted to return to Manage Templates to see the progress.
7. At some point, your template should display with a “checkmark” and another template
including “Backup” has been created. This is your original template that now will be
available as read-only.

Unit 3
Solution 5
Convert a Goal Plan Template
In this exercise, you will convert your Goal Plan to be able to use it in the latest version of Goal
Management.
Simulation
4. Select Convert. Read the introduction and, when ready, choose Get Started.
5. Verify 2a and 2b validations are successful, but 2c Validate Field Properties shows some
warning. This note refers to the requirement of setting up character limitations for some
of your fields. The fields of type text, can have a maximum of 500 characters, whereas the
fields of type textarea/comment can have a maximum of 1000 characters. Edit as needed
or leave them as-is.
6. Select Convert, and choose OK in the confirmation dialog. The conversion will start, and
you are prompted to return to Manage Templates to see the progress.
7. At some point, your template should display with a “checkmark” and another template
including “Backup” has been created. This is your original template that now will be
available as read-only.

Lesson: Enabling the Latest Goal Management
LESSON SUMMARY

Unit 3
Lesson 3
Managing Goal Plan Templates in the Latest
Goal Management
LESSON OBJECTIVES
Goal Plan – Considerations

A goal plan cannot contain more than 200 goals. This number would include personal goals,
team goals and assigned team goals.
End users need Goal Management Access permission granted in RBP, as well as Goal Plan
permissions at the template level, to create goals.
Goal Plan Fields - Considerations

Name: Must be required. It is always the first field to display on the UI when users create a
goal. Maximum length (number of characters) is up to 500 characters. When converting the
template, the 500 character default limitation can be reduced to a lower number, but cannot
be expanded beyond 500.
Metric, Description and Comments fields: These fields are of type textarea (multiple lines of
text) and can have a maximum length of 1000 characters. When converting the template, the
1000 character default limitation can be reduced to a lower number, but cannot be expanded
beyond 1000.
Start and due dates: These dates must fall within the start and due dates of the Goal Plan
template. If you try to copy a goal from another goal plan that includes different dates, you will
be prompted to change them before the goal can be copied over.
Status: We recommend that you set the label of the last enum value (dropdown option) for
the Status field (state) to Complete. This is because the last enum value triggers the complete
state of a goal.
For the Status field, the background style is not supported, and only text color is available
(HEX not RGB).
Weight: If your SAP consultant configured them in the backend, minimum and maximum
weights per objective must be met to create a goal.
Other enum (dropdown) fields: beyond the status field, they will not display any background
or text colour as configured in Manage Templates. The maximum enum values possible are
limited to 20

Unit 3
Exercise 6
Manage the Converted Goal Plan Template
In this exercise, you will make some changes to your converted Goal Plan.
Simulation
Managing Goal Plan Templates in the Latest Goal Management in your online
course.
3. Select to expand Edit Fields and choose the Status field.
4. Set the following colors for each of the statuses:
● Not Started: #6C5D05
● On Track: #08869A
● Behind: #7110CC
● Postponed: #6CD0909
● Completed: #01803A
You can use this image as a reference for step 4:
5. Set the Trigger to Completion to completed.
6. Select Save to save all the changes.

7. In the name menu, select Proxy Now, and proxy as Marcus Hoff.
8. Navigate to Home → Goals or select the quick action from the Home Page.
9. Verify the goal statuses have the colors displayed correctly.

Unit 3
Solution 6
Manage the Converted Goal Plan Template
In this exercise, you will make some changes to your converted Goal Plan.
Simulation
Managing Goal Plan Templates in the Latest Goal Management in your online
course.
3. Select to expand Edit Fields and choose the Status field.
4. Set the following colors for each of the statuses:
● Not Started: #6C5D05
● On Track: #08869A
● Behind: #7110CC
● Postponed: #6CD0909
● Completed: #01803A
You can use this image as a reference for step 4:
5. Set the Trigger to Completion to completed.
6. Select Save to save all the changes.

7. In the name menu, select Proxy Now, and proxy as Marcus Hoff.
8. Navigate to Home → Goals or select the quick action from the Home Page.
9. Verify the goal statuses have the colors displayed correctly.

Lesson: Managing Goal Plan Templates in the Latest Goal Management
LESSON SUMMARY


Unit 3
Learning Assessment

X True
X False


UNIT 4 Viewing Goal Management
Features
Lesson 1
Viewing Goal Management Features Settings 63
Lesson 2
Importing and Exporting Goal Libraries 66
Exercise 7: Export the SAP SuccessFactors Goal Library in the Default Language 69
Exercise 8: Modify a Custom Goal Library in the Default Language 71
Lesson 3
Importing Performance Goals 76
Exercise 9: Generate a CSV Header for Goal Import 81
Exercise 10: Edit the Goal Import CSV Template 89
Exercise 11: Import Goals 93
Lesson 4
Managing Team Goals 96
Exercise 12: Enable and Permission Team Goals 101
Lesson 5
Transferring Goals between Users 107
Exercise 13: Transfer a Goal 109
UNIT OBJECTIVES
● Discuss the Goal Management Feature Settings

● Discuss goal libraries and how to import and export a goal library in SAP SuccessFactors
● Import a goal into SAP SuccessFactors
● Define the Team Goals
● Transfer a goal between users in SAP SuccessFactors

Unit 4: Viewing Goal Management Features

Unit 4
Lesson 1
Viewing Goal Management Features Settings
LESSON OBJECTIVES
Goal Management Feature Settings

In SAP’s long-term goal of empowering customers, various settings for the SAP
SuccessFactors HXM Suite have been added to Admin Center. As a result, it is easier and
faster for administrators who do not have access to the back-end to turn features on and off
without needing to request them through an SAP SuccessFactors Professional Services.
In Goal Management Feature Settings, you can enable some of the global features as an
administrator.

Note:
Some of these feature settings indicated as (Only for Legacy Goal Management)
are only supported in GMv12, but they are not relevant/supported in the Latest
Goal Management.
● Enable Group Goals 2.0 and Enable target population for group goals Team
Goals offers a very similar functionality but basically the main difference was
on the goal owner accountability for the goal.
In Team Goals, the goal is not assigned to the owner’s goal plan, unlike Group
Goals 2.0. However, when creating the Team Goal, the owner has an option to
assign themselves as a member, which would make it a type of Group Goal.
● Enable Delete Team Goals Share: In Latest Goal Management, this is now
controlled from RBP with the user permission Delete Assigned Team Goals.
● Enable Goal Management People Selector: This option allows administrators to
revert to the older TGM People Selector because it can show Matrix Managers.
This is not supported for now in Latest Goal Management.
Additionally, Enable Initiatives is not supported for now in Latest Goal

Management.
As a general recommendation, you should check frequently the Reduced Scope of
the Latest Goal Management as these might be updated. Click on the link below to
know more: https://help.sap.com/docs/
4a24e48b5c384b18a81f6b661305021e/
bdf0db5f89914ff9ae3e3834e6cfb600.html
Table 1: Goal Management Feature Settings

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 Goal Management has the ability to enable
"Copy Goal from Other Objective Plan". Using
this feature, it is possible to transfer a goal
from one plan to another in a few simple
steps and to copy source team goals as an
option to create team goals. This feature al-
lows a user to copy goals from their own goal
plans, not from another person's plan.
Enable Goal Management Access Permission This option provides the ability to control ac-
cess to the Goal tabs from the navigation of
the system via permissions.

Lesson: Viewing Goal Management Features Settings
Setting Description
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.
There will be some permissions in Role-Based Permission to update, like those related to
Team Goals functionality. These will be reviewed later in this Unit.
LESSON SUMMARY

Unit 4
Lesson 2
Importing and Exporting Goal Libraries
LESSON OBJECTIVES
Terminology in Goal Libraries

Term Definition
Goal Library The Goal Library is a list of predefined goals.
When adding goals to a goal plan, the user
can select goals from the Goal Library.
GUID In Goal Library GUIDs and PARENT_GUIDs,
you define the relationship between the Goal
Library Entries and the Categories and the
relationship between Categories and Sub-
Categories.
What is a Goal Library?

During implementation, an SAP SuccessFactors certified consultant may have imported a
goal library for you. This goal library contains a list of goals the user can access to insert into
their own goal plan or that of their direct reports, depending on permissions and business
processes. It is possible to include any required fields in the goal library.
You may only associate a goal plan template with one goal library. However, the same goal
library can be used in multiple goal plans. The same Goal Library can be uploaded in multiple
languages and be available in the same Goal Plan. End users would be able to create a goal
from the library in their own language.
Goal Library Import and Export

As an administrator, you can export a goal library, modify as needed, and import it back into
SAP SuccessFactors. You may also export (or download) an existing goal library template.
This is useful if your organization has specific categories or goals for end users to add to the
goal plan. Navigate to Import/Export Goal Library using Action Search,
The following actions are possible:
● Download a goal library template (file containing only headers, no goals) and save as a CSV
file.
● Import a goal library by uploading a CSV file (5MB or less).
● Export a goal library to a CSV file (file containing headers and existing library goals).

Lesson: Importing and Exporting Goal Libraries
● Create a custom goal library from a default header or a different template.
Note:
Customers may create a new goal library. However, the new goal library must be
associated with the goal plan template in the back-end by an SAP SuccessFactors
certified consultant.
In the following example, you can identify three different Goal Libraries, one of them available
in 4 different languages (English US, English UK, German and French):
In the CSV file, an item can be updated, added, or deleted. From row 8, column A, we can use
ADD, DELETE, or UPDATE.
Note:
You could remove a Goal Library entirely, by using DELETE for all entries and
importing the CSV file via Import/Export Goal Library.
To create the structure of the goal library, starting from row 8 (see example below), column B
will accept any of these entries: GoalLibrary, Category, or GoalLibraryEntry.


Unit 4
Exercise 7
Export the SAP SuccessFactors Goal Library in
the Default Language
In this exercise, you will export the current goal library.
Simulation
Importing and Exporting Goal Libraries in your online course.
1. Use the Action Search to navigate to Import/Export Goal Library.
2. In the Export Goal Library to a CSV file section, select the SAP SuccessFactors Goal Library
checkbox and deselect the checkboxes for all languages except English US.
3. Choose Export.
4. Save the file to your desktop.
5. Open the file using Microsoft Excel or another spreadsheet application.
6. Review the goal library and the structure of the file.
7. Can you identify the larger goal categories (for example, Administration, Customer
Service, and IT) and the individual goals?
8. Close the file.

Unit 4
Solution 7
Export the SAP SuccessFactors Goal Library in
the Default Language
In this exercise, you will export the current goal library.
Simulation
1. Use the Action Search to navigate to Import/Export Goal Library.
2. In the Export Goal Library to a CSV file section, select the SAP SuccessFactors Goal Library
checkbox and deselect the checkboxes for all languages except English US.
3. Choose Export.
6. Review the goal library and the structure of the file.
7. Can you identify the larger goal categories (for example, Administration, Customer
Service, and IT) and the individual goals?
8. Close the file.

Unit 4
Exercise 8
Modify a Custom Goal Library in the Default
Language
In this exercise, you will modify an existing custom goal library.
Simulation
1. Use the Action Search to navigate to the Import/Export Goal Library.
2. In the Export Goal Library to a CSV file section, select 2019 Goal Plan Library for KTE
Associates and select the English US checkbox.
3. Choose Export.
6. In cells A8 to A20, change ADD to UPDATE.
Note:
When re-importing a Goal Library, any existing goals cannot be added again, so
we have to change the action to UPDATE. ADD is only used for the new Goals /
Categories in the file.
Alternatively, remove rows 8 to 20 from the CSV file. Existing goals in the goal
library will not be deleted.
In the following steps that you will see on the table, it is assumed that rows are
NOT deleted and you will start adding goals from row 21. Otherwise, start from
row 8.
7. Make the following changes according to the table below:

CELL HEADER VALUE
A21 TYPE ADD
B21 ENTRY_TYPE Category
C21 GUID 50005
D21 PARENT GUID 50001
E21 LOCALE en_US

CELL HEADER VALUE

F21 ENTRY_NAME Other
A22 TYPE ADD
B22 ENTRY_TYPE GoalLibraryEntry
C22 GUID 50042
D22 PARENT_GUID 50005
E22 LOCALE en_US
F22 ENTRY_NAME name Document code and

write API documenta
tion
G22 ENTRY_NAME metric Documented code and

API
8. Save the CSV file as a new version (for example, add _v1 at the end of the file name).
9. Navigate back to Import/Export Goals Library in your instance.
10. Under Import Goal Library by uploading a CSV file, select Import.
11. In Choose File, select your CSV file.
12. In the File Encoding field, leave the default value: Unicode (UTF8).
13. Choose Upload. You should get a confirmation that the import was successful. Otherwise,
check again your CSV file, make any required changes and try to import again.
14. The Goal Library you updated is mapped to a different goal plan. Therefore, you will need
to convert the goal plan template in order to test it.
15. Navigate to Manage Templates and locate the 2019 Goal Plan Library for KTE Associates.
16. Follow the steps you completed in a previous exercise, to convert the template.
17. Once this is converted, navigate to Goals from the Home menu or selecting My Goals in
the Home Page.
18. Select 2019 Goal Plan Library for KTE Associates from the dropdown list of templates.
19. Choose +Create Goal and Create from Library.
20. Verify that a new category, Other, and a new Goal, Document code and write API
documentation, are available.

Unit 4
Solution 8
Modify a Custom Goal Library in the Default
Language
In this exercise, you will modify an existing custom goal library.
Simulation
1. Use the Action Search to navigate to the Import/Export Goal Library.
2. In the Export Goal Library to a CSV file section, select 2019 Goal Plan Library for KTE
Associates and select the English US checkbox.
3. Choose Export.
6. In cells A8 to A20, change ADD to UPDATE.
Note:
When re-importing a Goal Library, any existing goals cannot be added again, so
we have to change the action to UPDATE. ADD is only used for the new Goals /
Categories in the file.
Alternatively, remove rows 8 to 20 from the CSV file. Existing goals in the goal
library will not be deleted.
In the following steps that you will see on the table, it is assumed that rows are
NOT deleted and you will start adding goals from row 21. Otherwise, start from
row 8.
7. Make the following changes according to the table below:

CELL HEADER VALUE
A21 TYPE ADD
B21 ENTRY_TYPE Category
C21 GUID 50005
D21 PARENT GUID 50001
E21 LOCALE en_US

CELL HEADER VALUE

F21 ENTRY_NAME Other
A22 TYPE ADD
B22 ENTRY_TYPE GoalLibraryEntry
C22 GUID 50042
D22 PARENT_GUID 50005
E22 LOCALE en_US
F22 ENTRY_NAME name Document code and

write API documenta
tion
G22 ENTRY_NAME metric Documented code and

API
8. Save the CSV file as a new version (for example, add _v1 at the end of the file name).
9. Navigate back to Import/Export Goals Library in your instance.
10. Under Import Goal Library by uploading a CSV file, select Import.
11. In Choose File, select your CSV file.
12. In the File Encoding field, leave the default value: Unicode (UTF8).
13. Choose Upload. You should get a confirmation that the import was successful. Otherwise,
check again your CSV file, make any required changes and try to import again.
14. The Goal Library you updated is mapped to a different goal plan. Therefore, you will need
to convert the goal plan template in order to test it.
15. Navigate to Manage Templates and locate the 2019 Goal Plan Library for KTE Associates.
16. Follow the steps you completed in a previous exercise, to convert the template.
17. Once this is converted, navigate to Goals from the Home menu or selecting My Goals in
the Home Page.
18. Select 2019 Goal Plan Library for KTE Associates from the dropdown list of templates.
19. Choose +Create Goal and Create from Library.
20. Verify that a new category, Other, and a new Goal, Document code and write API
documentation, are available.

Lesson: Importing and Exporting Goal Libraries
LESSON SUMMARY

Unit 4
Lesson 3
Importing Performance Goals
LESSON OBJECTIVES
How to Import Goals?

Importing goals is a method to create, edit, or delete many goals using a CSV file, instead of
the goal plan. You may choose to import goals at the beginning of a performance cycle, or if
you have a departmental goal that needs to be updated for a group of people.
Import Performance Goals

The Import Performance Goals tool (also known as Beta goal import in the older GMv12
version) allows you to generate a CSV file with specific header information pertaining to the
goal plan for which you would like to import goals. To use goal import, navigate to Import
Performance Goals from the Action Search.
First, select your goal plan from the Available List of Templates drop-down field, then choose
Generate CSV Header. Fill in the spreadsheet rows with goal and user information to define
which goals will be imported and to whom they will be assigned. Filling out the spreadsheet
rows with goal and user information will be discussed in more detail in the following pages.
Caution:
IMPORTANT: Do NOT re-use an old template or import file! The system
generates a unique CSV Header for each goal plan that will only work for a
specific goal plan. The first thing to do before importing goal data is to generate a
fresh CSV template for Import Performance Goals.

Lesson: Importing Performance Goals
CSV File Format

The goal import file is a CSV text file. The file can have any name but should have a .csv
extension. To enable accurate insertion of data into all field elements, the rows must be
tailored to a particular goal plan template.
In general, the order of the rows within the file does not matter. However, if new milestones or
metric lookup tables have to be imported, they should come after the associated parent goal
rows.
When the CSV template is opened, it will contain information similar to the screenshot below.
The first five rows of the template represent the information and header column for this CSV
file. These five rows should not be modified.
As the CSV file is comma delimited, string values that might have commas in them need to be
explicitly quoted). Moreover, for values in a filter field that look like numbers (for example,
000123), the cells in Excel need to be formatted as text so that Excel does not convert them
to true numbers (for example, 123).
Goal Import Key Information

● A goal can be updated using Import Performance Goals, as long as you have the GUID/ID
for that goal.
- GUID: Global Unique Identifier that allows you to import and update data in the system.
GUIDs are fields that can be found with a Table Report. The GUID is given by the
administrator importing goals. The GUID could be used to mass-update or mass-delete
goals if they were created using the same GUID. An example, if a goal with a GUID that
was created to everyone within the same Division or Department.

- ID: Unique Identifier for each single goal, once the goals are created for the first time.
This ID is generated by the system and can be retrieved using a Table Report. An
example, if only one or two goals created previously for the whole Division or
Department need to be updated, you will be using their unique ID, not the GUID.
● Goals created through the goal plan can be also updated through the import feature (ID
will need to be used).
● Import Performance Goals can be scheduled regularly through the SAP SuccessFactors
Job Scheduler application.
- Job schedules are configured in the back-end by an SAP SuccessFactors certified
consultant.
● The username filter is the only filter that supports multiple entries in a single row
(separated by semi-colons). All other filter columns only support a single entry per row.
● When updating a goal, only the fields to be updated need to be included in the goal. Leaving
values blank will not remove the data from the goal. To remove the data, enter \NULL as
the entry for the cell.
● Custom fields that will be used as filters in addition to the existing standard filters can be
defined from the back-end or using the Manage Business Configuration (BCUI) tool,
available in the instance.
Note:
The Manage Business Configuration UI or BCUI tool is a platform feature to make
changes on the Succession Data Model from the instance. The feature needs to be
enabled from the backend by SAP Support or your SAP SuccessFactors certified
consultant.
Administrators should fully understand how this tool works before attempting any
changes. The HR800 – SAP SuccessFactors Platform Administration guide
includes some information about this tool. You can also check the Implementing
and Managing Business Configuration (BCUI) guide available in the SAP Help
Portal by clicking on the link: https://help.sap.com/viewer/product/
SAP_SUCCESSFACTORS_PLATFORM
● One goal should not be defined twice in the same CSV upload file.
- For example, do not put one row in to add a goal and another row to update that same
goal in the same CSV.
● The calculated goal rating (generated through the metric lookup table) cannot be added or
updated through the import.
● Team Goals can also be imported. You just need to specify OBJECTIVE_TEAM in the TYPE
column.
Goal Import Limitations

● The total maximum number of entries to add, update, delete, or assign is 30,000. This
could be 30,000 goals with no sub-goals, or 3,000 goals – each with 10 sub-goal entries
(such as, milestones and metric lookup).

● Microsoft Excel has a character limit of 255 per cell. Therefore, if a file is opened in Excel,
ensure text-based fields do not get cut off.
● The required format for the Date fields is mm/dd/yyyy.
● If you receive the error message, “due parsing error”, verify that the file date format is
correct.


Unit 4
Exercise 9
Generate a CSV Header for Goal Import
In this exercise, you generate the CSV header file for the goal plan.
Simulation
Importing Performance Goals in your online course.
1. Use the Action Search to navigate to Import Performance Goals.
2. From the Available List of Templates drop-down field, select the [Current Year] Goal Plan
[Your Initials] goal plan you edited in a previous exercise.
3. Choose Generate CSV Header.

Unit 4
Solution 9
Generate a CSV Header for Goal Import
In this exercise, you generate the CSV header file for the goal plan.
Simulation
2. From the Available List of Templates drop-down field, select the [Current Year] Goal Plan
[Your Initials] goal plan you edited in a previous exercise.
3. Choose Generate CSV Header.

Generate the CSV Header for Goal Import

After exporting the CSV file, do not edit the first few header rows. The header rows define the
values that should be placed in each column to successfully import goals.
Column Description Example

^TYPE ^TYPE Identifies the item that the AC- OBJECTIVE
TION will be taken upon. Valid options
include: OBJECTIVE, OBJEC-
TIVE_TEAM, MILESTONE, METRI-
CLOOKUP, and OBJCOMMENT. Values
are case sensitive.
ACTION This is the action to take on the item ADD
identified in TYPE. Valid options include:
ADD, UPDATE, and DELETE. Values are
case sensitive. The actions available for
Team Goals (OBJECTIVE_TEAM) would
be as well ASSIGN, UNASSIGN, SHARE,
UNSHARE.
ID This is the goal's internal ID and is creat- 12345
ed by the SAP SuccessFactors system.
This field will identify a specific goal to
be acted upon. The import creator
should only add a value here if they want
to modify a specific goal. The Goal IDs
can be retrieved from Table Reports.
GUID This is a required field when adding a sf123
new goal that does not exist in the sys-
tem yet. This is a unique code that you
define if the goal is new. If the goal al-
ready exists, run a Table Report to re-
trieve the GUID, then use that GUID to
mass-update or mass-delete the goals
that share this identifier (if multiple
goals were created under the same
GUID).
SUBGUID This is a unique code used to identify a subsf123
row in a table field (MILESTONE, METRI-
CLOOKUP). SUBGUID is used in the
same way for table field rows, as the
GUID field is used for goals.
FILTER_USERNAME This field allows the assigner to populate cgrant;mhoff;mbarista
one or more UserID’s. Multiple UserID’s
can we entered by separating the IDs
with a semi-colon
FILTER_MGR_ID This is the UserID of the manager of the cgrant
employees for whom you would like to
add the goal.


FILTER_DEPT This field is filtered against the employ- Sales
ee DEPARTMENT field. It is used to de-
termine the users for which to create
the goal.
FILTER_DIV This field is filtered against the employ- EMEA
ee DIVISION field. It is used to determine
the users for which to create the goal.
FILTER_JOBCODE This field is filtered against the employ- IC
ee JOBCODE field. It is used to deter-
mine the users for which to create the
goal.
FILTER_LOC This field is filtered against the employ- Paris
ee LOCATION field. It is used to deter-
mine the users for which to create the
goal.
FILTER_CUSTxx This field is filtered against the employ- Custom text
ee CUSTOMXX field. Note: only a maxi-
mum of three custom fields can be used
to filter goal actions. Custom fields must
be defined in the back-end by an SAP
SuccessFactors certified consultant, or
alternatively, can be added from the in-
stance using the Manage Business Con-
figuration UI (see note in a previous sec-
tion about this tool.
Note:
Unless specified, you do not need to complete all fields in the CSV file, but you
must identify which fields are required by navigating to the goal plan and adding a
new goal. Any field with a red asterisk (*) is a required field and must be
completed in the CSV to successfully import the file.

Hint:
The category ID might not correspond to your Category name visible in Manage
Templates and will depend on the back-end configuration done by an SAP
SuccessFactors Consultant (or whatever IDs came from the standard templates
in SuccessStore).
These IDs can be found using Table Reports.
● Create a new Table Report and select the Goal Management domain.
● Create your own report definition, and make sure to include Category column.
● In Configuration → select Show Value ID configuration and enable the
checkbox for the Category.
Now, when you run the report, the Category IDs will be displayed. The report
might include in the category a number and underscore (like 16_). You can ignore
this and use the text that comes afterwards, which is the actual category ID
needed.
Goal ID, GUID, and SUBGUID

The Goal ID, GUID, and SUBGUID are described as follows:
ID
The ID (Goal ID) uniquely identifies a goal within the goal management system. This is an
optional field that is used when the import file needs to update a goal or sub-goal that does
not have a GUID. The ID can be found through an ad hoc report as the Goal ID field. Columns
that support the goal ID are ID and OBJECTIVE_PARENTID.
GUID
The GUID (Globally Unique Identifier) is a unique identifier associated with a goal in a previous
goal import. A GUID may be related to one or more goals. The GUID field is mandatory and not
existing already in the system for all ADD actions. You may find an existing GUID by running a
Table Report for the GUID field. The GUID cannot be changed for a goal once created.
SUBGUID
The SUBGUID is another unique identifier associated to a goal in a previous goal import.
SUBGUID uniquely identifies sub-goal table entries for a goal.
Filters
The filter options (FILTER_) narrow down the goals to receive the action. If no filters are
specified, the goal import will act on goals based only on the ID, GUID, and SUBGUIDs. The
behavior of the filter fields depends on the action being performed.
● For ADD actions, the filter fields determine which users will receive the goal.
- Each employee that receives the new goal will be assigned the GUID for the goal.
- If an employee already has a goal in their goal plan with the same GUID, they will not
receive a second copy of the goal and a warning message will be displayed notifying you
of the number of employees that did not receive the goal.
- This behavior will allow a company to rerun an import at intervals to make sure that
employees who are captured by the filter receive the goal.

Note:
It is up to the import creator to keep goals with the same GUID in sync, or run the
risk of having different versions of the same goal.
● For UPDATE and DELETE actions, all goals that match the given GUID, SUBGUID, and filter
fields are updated.
- This means that if a GUID or SUBGUID are not given for an action, no update or deletion
will occur.
- The SUBGUID is another unique identifier associated with a goal in a previous goal
import.
- SUBGUID uniquely identifies sub-goal table entries for a goal.
Filter Use Cases

● Example 1: When an ADD action has a GUID but no filters, all employees receive the goal.
● Example 2: When an ADD action has a GUID and a filter, all employees that match the filter
receive the goal. If an employee that should receive the goal already has an existing goal
with the same GUID, that employee will not receive the goal. This implies that the goal may
be added to some employees (who did not previously have the goal) and would not be
added to other employees (who already have the goal).
● Example 3: When an UPDATE action has identified a GUID but no filters, all goals with the
GUID will be updated.
● Example 4: When an UPDATE action has identified a GUID and a filter for department, all
the goals matching the GUID that are in a specific department are updated.
Goal Import Data Columns

Goal data columns always start with the string OBJECTIVE_ followed by the name of the field
on which that the goal will act. These columns will populate the goal with information. Be sure
to fill out all required fields for the goal before importing. You can check which fields are
required by navigating to the goal plan and adding a new goal. Any fields with a red asterisk (*)
are required and must be completed in the goal import CSV file.
Columns for goal tables ( Milestones, and Metric Lookup) will start with their respective table
names (MILESTONE_, and METRICLOOKUP_). The text that follows will read as the field
displays when adding a new goal to the plan.

OBJECTIVE_CATEGORY This is the Category ID, as defined in Financial
the code behind the goal plan tem-
plate. You can check with your SAP
SuccessFactors certified consultant
to verify the correct category ID is
being used, or the ID can be re-
trieved using Table Reports
OBJECTIVE_PARENTID This ID is used to manage goal align- 3364
ment. This is the internal goal ID to
which the goal is to be aligned.


OBJECTIVE_PUBLIC Define if the goal will be public or pri- Y
vate. Accepted values are (Y and N)
or (1 and 0)
OBJECTIVE_name This column maps to the name field- Increase Services
definition ID Revenue per Account
OBJECTIVE_metric This column maps to the metric Service Revenue per
field-definition ID Account
OBJECTIVE_actual This column maps to the actual field- 50
definition ID
OBJECTIVE_weight This column maps to the weight 20
field-definition ID
OBJECTIVE_start This column maps to the start field- 1/1/20XX
definition ID.
OBJECTIVE_due This column maps to the due field- 12/31/20XX
definition ID.
OBJECTIVE_status This column maps to the state field- On Track
definition ID.
OBJECTIVE_comments This column maps to the comments XYZ comment.

field-definition ID. Goal comments
are added as a separate row in the
CSV file with a ^TYPE of OBJCOM-
MENT.
Note: Comments cannot be updated
or deleted using import.
OBJECTIVE_actual-achieve- This column maps to the actual-ach- 500

ment ievement field-definition ID. This field
is used to calculate the goal’s rating
based on the metric lookup table.
Value is numeric.
MILESTONE_desc Table column for the Milestone (sub- Achievement of Q1
goal) description . Sub-goal tables Service Revenue Tar-
require a separate row in the CSV gets
file.
MILESTONE_due Table column of the Milestone (sub- 03/31/20XX
goal) due date
OBJECTIVE_NUMERIC_MET- This column appears when a goal Y
RIC_LOOKUP_TABLE plan is configured with both achieve-
ment and achievement-text for the
metric lookup table.
Accepted values are (Y and N) or (1
and 0). A positive value (Y or 1) rep-
resents that the goal is using the
achievement column and field.

Note:
The field-definition IDs included in some of the goal data column descriptions in
the previous table refer to the back-end code that defines the goal plan
information. You are not expected to use these field definitions, but they will help
you identify the correct field you would like to edit with the help of an SAP
SuccessFactors certified consultant or by submitting a support ticket.
After editing the CSV as needed, upload the file in Import Performance Goals. Once you have
imported the CSV file, you will see a message about examining the import file for the proper
format. Once the import has been processed, you will receive an email notification that will
help you determine if the import was successful.

Unit 4
Exercise 10
Edit the Goal Import CSV Template
In this exercise, you edit the Goal Import CSV Template to add a new goal to the plans of
multiple users.
Simulation
1. Navigate to Employee Export from the Action Search.
2. Click Export User File button to download the user data file ZIP file.
3. Extract the UserDirectory CSV file to your local folder and open it with a CSV editor.
4. Check the column DEPARTMENT and pick a department that has several people.
5. Write down the case- and space-sensitive spelling of the department.
6. Check the column JOBCODE and pick a job code that has several people that also belong
to the department you chose in step 4.
7. Write down the case- and space-sensitive spelling of the job code.
8. Pick two people that match both the department and job code and write down their
names.
9. Open the file you exported in a previous exercise. Or you can generate a new CSV header.
10. Add the following information using this table (leave blank those cells with no values):
CELL HEADER VALUE
A6 ^TYPE OBJECTIVE
B6 ACTION ADD
C6 ID
D6 SUBID
E6 GUID [Your initials] 123
F6 SUBGUID
G6 FILTER_USERNAME
H6 FILTER_MGR_ID
I6 FILTER_DEPARTMENT Enter the department (case-
and space-sensitive) that
you wrote down in step 5.

CELL HEADER VALUE

J6 FILTER_DIVISION
K6 FILTER_JOBCODE Enter the job code (case-
L6 FILTER_LOC
M6 OBJECTIVE_CATEGORY Customer
N6 OBJECTIVE_PARENTID
O6 OBJECTIVE_PUBLIC Y
P6 OBJECTIVE_name [Your initials] Increase

Customer Satisfaction
5% from last quarter
Q6 OBJECTIVE_metric Quarterly satisfac

tion survey score
R6 OBJECTIVE_weight 15
S6 OBJECTIVE_start 01/01/20xx (this calendar

year).
T6 OBJECTIVE_due 12/31/20xx (this calendar
year)
U6 OBJECTIVE_done
V6 OBJECTIVE_state
W6 MILESTONE_desc
X6 MILESTONE_due
Y6 OBJCOMMENT_comments
11. Save the file. You will import it on the next exercise.

Unit 4
Solution 10
Edit the Goal Import CSV Template
In this exercise, you edit the Goal Import CSV Template to add a new goal to the plans of
multiple users.
Simulation
1. Navigate to Employee Export from the Action Search.
2. Click Export User File button to download the user data file ZIP file.
3. Extract the UserDirectory CSV file to your local folder and open it with a CSV editor.
4. Check the column DEPARTMENT and pick a department that has several people.
5. Write down the case- and space-sensitive spelling of the department.
6. Check the column JOBCODE and pick a job code that has several people that also belong
to the department you chose in step 4.
7. Write down the case- and space-sensitive spelling of the job code.
8. Pick two people that match both the department and job code and write down their
names.
9. Open the file you exported in a previous exercise. Or you can generate a new CSV header.
10. Add the following information using this table (leave blank those cells with no values):
CELL HEADER VALUE
A6 ^TYPE OBJECTIVE
B6 ACTION ADD
C6 ID
D6 SUBID
E6 GUID [Your initials] 123
F6 SUBGUID
G6 FILTER_USERNAME
H6 FILTER_MGR_ID
I6 FILTER_DEPARTMENT Enter the department (case-

CELL HEADER VALUE

J6 FILTER_DIVISION
K6 FILTER_JOBCODE Enter the job code (case-
L6 FILTER_LOC
M6 OBJECTIVE_CATEGORY Customer
N6 OBJECTIVE_PARENTID
O6 OBJECTIVE_PUBLIC Y
P6 OBJECTIVE_name [Your initials] Increase

Customer Satisfaction
5% from last quarter
Q6 OBJECTIVE_metric Quarterly satisfac

tion survey score
R6 OBJECTIVE_weight 15
S6 OBJECTIVE_start 01/01/20xx (this calendar

year).
T6 OBJECTIVE_due 12/31/20xx (this calendar
year)
U6 OBJECTIVE_done
V6 OBJECTIVE_state
W6 MILESTONE_desc
X6 MILESTONE_due
Y6 OBJCOMMENT_comments
11. Save the file. You will import it on the next exercise.

Unit 4
Exercise 11
Import Goals
In this exercise, you import the goal in the CSV spreadsheet from the previous exercise.
Simulation
2. Choose Browse and locate the file you saved in the previous exercise.
3. Choose Import.
4. Wait for the email notification that states the upload was successful before testing the
goal has been successfully imported. This can take up to one hour.
5. From the Name menu drop-down, select Proxy Now.
6. Search for one of the users you wrote down in the previous exercise and belong to the
department and job code you selected.
7. Choose OK.
8. From the Home menu, select Goals.
9. To switch to your goal plan, use the Switch Plan drop-down menu.
10. Verify that your goal is in the Customer section of the plan.
11. From the Name menu drop-down, select Become Self.

Unit 4
Solution 11
Import Goals
In this exercise, you import the goal in the CSV spreadsheet from the previous exercise.
Simulation
2. Choose Browse and locate the file you saved in the previous exercise.
3. Choose Import.
4. Wait for the email notification that states the upload was successful before testing the
goal has been successfully imported. This can take up to one hour.
5. From the Name menu drop-down, select Proxy Now.
6. Search for one of the users you wrote down in the previous exercise and belong to the
department and job code you selected.
7. Choose OK.
8. From the Home menu, select Goals.
9. To switch to your goal plan, use the Switch Plan drop-down menu.
10. Verify that your goal is in the Customer section of the plan.
11. From the Name menu drop-down, select Become Self.

LESSON SUMMARY

Unit 4
Lesson 4
Managing Team Goals
LESSON OBJECTIVES
Team Goals
Team Goals is a feature that allows managers to create, update, and assign goals for their
team members, without having to include the goals in their own Goal Plan. It effectively allows
the manager to simply manage and monitor the goals they set for their team, without having
to achieve the goals directly.
How Do Team Goals Work?

Consider this scenario: Sara is a manager and wants to create a team goal that she can
manage but not be responsible for achieving.

Lesson: Managing Team Goals
Key Benefits of Team Goals

● Includes all of the existing features of the Group Goal 2.0 feature (used in Legacy Goal
Management) without forcing the goal creator (often a manager) to take accountability for
achieving the goal. In other words, the goal will not appear on the creator’s Goal Plan,
unless the owner decides so.
● Supports the ability to share assignment distribution over the team goal. This effectively
allows a team goal creator to share administrative ownership of that team goal with others
who become co-owners.
● Allows team goal owners and co-owners to assign team goals to users who will be
accountable for those goals.Ability to have sub-goal tables (for example, milestones, and
metric lookup) for a team goal.
● Support for calculated goal ratings using a metric lookup table.
● Ability to configure, per field, whether it is editable or read-only in a team goal. This also
applies to sub-goal tables.
● Ability to assign team goals to employees in separate target populations during mass
import.
● Ability to import Team Goals using Import Performance Goals ( TYPE=OBJECTIVE_TEAM).
Limitations of Team Goals

● No support for dynamic group membership in Team Goals. There is a static list of
members when the goal is created and assigned that are not dynamically based on criteria.
● Cascading goals are not supported in Team Goals. An owner will create a Team Goal and
assign it to their team of direct reports, but all changes are controlled from the ownership
(unless some of the fields were made as editable by team goal members – this would
require back-end configuration by an SAP SuccessFactors Consultant).
● Group rating is not supported in Team Goals. If this is necessary in Team Goals, a Metric
Lookup Table can be used as a workaround.
Enable Team Goals

There are a few prerequisites to verify in the back-end (Provisioning) before enabling Team
Goals. Your SAP SuccessFactors certified consultant can verify this for you. Team Goals can
then be enabled from the Goal Management Feature Settings in Admin Center:
● Enable Team Goals enables the Team Goal feature in the application, and provides
permissions to grant appropriate access.

Team Goal – User Permissions

Team Goals functionality allows managers and other roles to perform different self-service
actions without a need of an administrator. These actions are controlled from the Role-Based
Permission framework.
● Manage Team Goals: Allows role to access Manage Team Goals page
● Create Team Goals: Allows to create team goals
● Delete Assigned Team Goals: Allows to delete team goals that have been assigned to you
(co-owner) from another user (owner)
● Assign Team Goals: Allows to assign team goals to your target population
● Share Team Goals: Allows to share a team goal to another manager, that would be the co-
owner of the goal and can assign to their reports
Create Team Goal

To create a new Team Goal, choose the Manage Team Goals button available in your Goal
Plan.
Within the Manage Team Goals page, you can use the Assign Goal button to assign already
created team goals to team members. By selecting the Create Goal button, a new team goal
can be created or source team goals can be copied from the user's own goal plans to create
new team goals.

The Create Team Goal menu will allow to add the goal details just like a personal goal.
The next step will be to Assign the Team Goal to other employees (assignees). These might be
the manager’s direct reports or other employees beyond the hierarchy (this is dependable on
the role’s target population in RBP).
From My Team: This tab will display the direct reporting hierarchy of the Team Goal owner.
Via Search: This tab will allow to use Advanced Search to locate other possible assignees. You
can use Department, Job Code or Division, among other search options available.

In a second step (optional), goal can be edited before it is assigned.

Finally, the goal is created and assigned. Further actions (depending on the permissions
assigned to the role) will be available:
● Edit Goal
● Delete Goal
● Assign/Unassign Goal: Additional assignees can be added or removed.
● Share Ownership: The Team Goal can be shared/unshared to other managers that would
be co-owners of the goal. Depending on the permissions, co-owners might also be able to
delete the goal.

Unit 4
Exercise 12
Enable and Permission Team Goals
In this exercise, you will verify that Team Goal is enabled in your instance and set the
necessary permissions to Managers to use this functionality
Simulation
Managing Team Goals in your online course.
1. Navigate to Goal Management Feature Settings using Action Search. Type feature to
display the option easier.
2. Verify that Enable Team Goals is checked, otherwise, enable it and Save.
3. Navigate to Manage Permission Roles using Action Search.
4. Select the Manager role and choose Permission….
5. Select Goals and make sure the following are enabled:
● Goal Management Access
● Goal Plan Permissions → select All
● Create Team Goals
● Delete Assigned Team Goals
● Assign Team Goals
● Share Team Goals
6. Select Done and Save Changes.
7. Log out and log back in to reflect permission changes.
8. Proxy as Marcus Hoff, one of the managers in the organization.
9. Select the quick action My Goals in your Home Page.
10. Since it is the first time for Marcus to access the Latest version of Goal Management, you
will be prompted with a Welcome Tour. You can skip it or start tour, to your preference.
11. In the goal plan dropdown selection (beside the Goal Plan name), select your [Current
Year] Goal Plan [Your Initials].
12. Verify you can see those two goals you created in a previous exercise.

13. On the top-right corner, you will see some action buttons. Select the Manage Team Goals
button (it may be hidden but you can display it selecting this …).
14. Select Create Team Goal, adding the following details:
● Name: Conduct 100% of annual performance reviews on time
● Category: Internal Business Processes
● Metric: Performance review completion rate
● Weight: 15%
● % Complete: 50%
● Milestones
- Milestone 1 Description: Review Meeting Q1
- Milestone 1 Due Date: 03/31/20XX
15. Select Save.
16. In the Goal Card, select the actions and locate Assign Goal option.
17. Select the first 4 direct reports (Anita Burns, Gordon Silvers, Hannah Summers and Harry
Wilson).
18. Scroll down and select Next.
19. Select Next again, and choose Assign.

Unit 4
Solution 12
Enable and Permission Team Goals
In this exercise, you will verify that Team Goal is enabled in your instance and set the
necessary permissions to Managers to use this functionality
Simulation
Managing Team Goals in your online course.
1. Navigate to Goal Management Feature Settings using Action Search. Type feature to
display the option easier.
2. Verify that Enable Team Goals is checked, otherwise, enable it and Save.
3. Navigate to Manage Permission Roles using Action Search.
4. Select the Manager role and choose Permission….
5. Select Goals and make sure the following are enabled:
● Goal Management Access
● Goal Plan Permissions → select All
● Create Team Goals
● Delete Assigned Team Goals
● Assign Team Goals
● Share Team Goals
6. Select Done and Save Changes.
7. Log out and log back in to reflect permission changes.
8. Proxy as Marcus Hoff, one of the managers in the organization.
9. Select the quick action My Goals in your Home Page.
10. Since it is the first time for Marcus to access the Latest version of Goal Management, you
will be prompted with a Welcome Tour. You can skip it or start tour, to your preference.
11. In the goal plan dropdown selection (beside the Goal Plan name), select your [Current
Year] Goal Plan [Your Initials].
12. Verify you can see those two goals you created in a previous exercise.

13. On the top-right corner, you will see some action buttons. Select the Manage Team Goals
button (it may be hidden but you can display it selecting this …).
14. Select Create Team Goal, adding the following details:
● Name: Conduct 100% of annual performance reviews on time
● Category: Internal Business Processes
● Metric: Performance review completion rate
● Weight: 15%
● % Complete: 50%
● Milestones
15. Select Save.
16. In the Goal Card, select the actions and locate Assign Goal option.
17. Select the first 4 direct reports (Anita Burns, Gordon Silvers, Hannah Summers and Harry
Wilson).
18. Scroll down and select Next.
19. Select Next again, and choose Assign.

Differences between Goal Import, Team Goals, and Goal Alignment

Function Description
Import Performance It allows an administrator to mass-import/update/delete goals and
Goals assign to users with filter fields.
Team Goals This function allows an end user, typically a manager to add a team
goal from Manage Team Goals menu. The option to Assign becomes
available after adding a team goal and allows the goal owner to assign
the goal to multiple people. By default, only the goal owner can edit
fields. However, fields can be permissioned for roles, so a specific role
could edit the Percent Complete field, while a different role could edit
the Milestones field.
Cascade Goal This is a form of goal alignment. Cascading allows a user to push
goals to other users, or pull goals from other users’ goal plans to his
or her own goal plan. Cascading results in the creation of new goals
and each employee can update the status and other details of the
goal, depending on their role’s general permissions to view/edit fields
set in the back-end.
Import or Mass Upload Team Goals

Team Goals can be imported using OBJECTIVE_TEAM under the Type header. The following
import ACTIONS are supported: ADD, UPDATE, DELETE, ASSIGN, UNASSIGN, SHARE, and
UNSHARE. The following figure shows an example of a team goal import file.

LESSON SUMMARY

Unit 4
Lesson 5
Transferring Goals between Users
LESSON OBJECTIVES
Goal Transfer between Users

As an administrator, you may transfer an existing goal from one user to another. For example,
if one person leaves a team and a new person joins, you may want to transfer goals from the
person who is leaving to the one who is coming in to take their place.
This goal transfer feature will transfer the goals from one person to another. The goals would
be associated with the same goal template as the one from which they had been transferred.
For example, transferring a goal from one employee’s Goal Plan will place it on the new
employee’s Goal Plan. Once the goal is transferred from one employee to another, the
previous goal owner will no longer see the goal in their plan.
The Goal Transfer can be enabled within Manage Permission Roles → Administrator
Permissions → Manage User → Goal Transfer.

Caution:
IMPORTANT: The Transfer Goal Between Users admin tool respects Role-Based
Permissions for the transfer of one user’s goals to another user. You will be only
able to transfer goals between users who are in your Target Population.

Unit 4
Exercise 13
Transfer a Goal
In this exercise, you transfer a goal from one user to another.
Simulation
Transferring Goals between Users in your online course.
1. Log into the instance as Emily Clark (administrator). Navigate to My Goals from the quick
action in the Home page.
2. Select [Current Year] Goal Plan [Your Initials] goal plan, from the dropdown list, if not
already visible.
3. Create 3 goals of your choice. You can use the option Create from Library and select the
goals at once.
4. Navigate to Transfer Goal between Users from the Action Search.
5. In the Transfer from Employee field, enter the name of the user you are currently logged in
as (admin). In the Transfer to Employee field, enter the name of a different user. You can
use Marcia Barista (mbarista).
6. Choose Find Goals. Verify there are several goals from different goals plans that are likely
to be transferred. Select the 3 goals you created previously in [Current Year] Goal Plan
[Your Initials] template.
7. Locate your goal plan name.
8. Select the checkbox next to a goal on the plan.
9. Choose Transfer.
10. A confirmation message 3 goal(s) successfully transferred should display.
11. To proxy into the account of the user you transferred the goal to (Marcia Barista), from
the name menu, choose Proxy Now.
12. Select My Goals and verify you can now see these goals in their Goal Plan.
13. Select one of your new goal card to drill down into the Goal Details.
14. On the goal available actions, locate the View Audit History option.
15. Verify the Audit History shows that the goal was transferred from Emily Clark.


Unit 4
Solution 13
Transfer a Goal
In this exercise, you transfer a goal from one user to another.
Simulation
Transferring Goals between Users in your online course.
1. Log into the instance as Emily Clark (administrator). Navigate to My Goals from the quick
action in the Home page.
2. Select [Current Year] Goal Plan [Your Initials] goal plan, from the dropdown list, if not
already visible.
3. Create 3 goals of your choice. You can use the option Create from Library and select the
goals at once.
4. Navigate to Transfer Goal between Users from the Action Search.
5. In the Transfer from Employee field, enter the name of the user you are currently logged in
as (admin). In the Transfer to Employee field, enter the name of a different user. You can
use Marcia Barista (mbarista).
6. Choose Find Goals. Verify there are several goals from different goals plans that are likely
to be transferred. Select the 3 goals you created previously in [Current Year] Goal Plan
[Your Initials] template.
7. Locate your goal plan name.
8. Select the checkbox next to a goal on the plan.
9. Choose Transfer.
10. A confirmation message 3 goal(s) successfully transferred should display.
11. To proxy into the account of the user you transferred the goal to (Marcia Barista), from
the name menu, choose Proxy Now.
12. Select My Goals and verify you can now see these goals in their Goal Plan.
13. Select one of your new goal card to drill down into the Goal Details.
14. On the goal available actions, locate the View Audit History option.
15. Verify the Audit History shows that the goal was transferred from Emily Clark.


Lesson: Transferring Goals between Users
LESSON SUMMARY


Unit 4
Learning Assessment

X True
X False


UNIT 5 Describing End-User
Functionality
Lesson 1
Using Line of Sight in Goal Management 118
Exercise 14: Explore the Line of Sight 123
Lesson 2
Performing End User Actions 126
Exercise 15: Complete Goal Management End User Actions 135
Lesson 3
Accessing Goal Management 138
Exercise 16: Enable Mobile Goals 141
UNIT OBJECTIVES
● Describe the roles involved in the goal management process and the relationship between
permissions and goals
● Explore the end user actions and different goal details sections
● Explore the Home Page quick actions and engagement cards, related to Goal Management
● Review mobile goals access and enable this feature as an end user

Unit 5
Lesson 1
Using Line of Sight in Goal Management
LESSON OBJECTIVES
Terminology of Organization
Table 2:
Term Definition
Organizational Chart An organizational chart is a hierarchy of em-
ployees in the organization defined by man-
ager assignments in the User Data File.
Line of Sight Line of sight is the number of levels up or
down the organizational hierarchy a user has
access to view.
SAP SuccessFactors uses data from the User Data File (UDF) to determine the reporting
relationships between employees. These reporting relationships are used to determine who
can see whose goals in SAP SuccessFactors. These relationships are also used to permission
goal plan actions such as adding, deleting, and cascading goals.
Line of Sight is defined as goal visibility up, down and across the organization. Visibility is
permissioned by role for each client’s goal plan based on the business needs and culture of
the company. The concept of line of sight of goals throughout an organization is a key element
and feature of SAP SuccessFactors Goal Management Module.
Different companies may have entirely different visibility permission models. Some may
restrict visibility of goals to only go down the management hierarchy while others may be
configured for full visibility up, down and across all levels.

Lesson: Using Line of Sight in Goal Management
Roles in Goal Management

Roles are established based on the relationship between the viewer of the goal plan and the
subject of the goal plan, as determined by the employee data in the instance.
The permissions for actions and fields within the Goal Plan are defined in the back-end by an
SAP SuccessFactors Consultant. Some of the typical configuration decisions taken at the
time of implementing Goal Management are:
● Who can create goals?
● Who can delete goals?
● Who can cascade goals?
● Who can see private goals?
● Who can change the visibility of a goal?
● Who can view and edit the fields in the Goal Plan (name, status, % complete, comments)?
Based on the role of the end user accessing the goal plan, the permissions set in the back-end
will be in place. As an example, if a manager is able to delete a goal from a direct report goal
plan but not able to delete their own goals, the permissions set as Employee (accessing their
own goal) will not allow them to delete, but they will be able to delete a goal when they
navigate to the direct report’s goal plan (since their access to that goal plan will be as a
Manager, not as Employee (Self).
Organizational Hierarchy
Depending on the permissions configured for the plan and in role-based permissions, a user
can look up and down the organizational hierarchy. This allows a manager to review the
progress of direct reports’ goal setting, or an employee to review a manager’s plan for
inspiration in his or her own goals.
Explore the Organizational Hierarchy

In goal management, the People Selector will allow to display the organizational hierarchy,
including Employee (Self), Manager, Matrix Manager and Direct Reports, as long as those
relationships are defined (from the User Data File).

Unit 5: Describing End-User Functionality
In the example below, Marcus Hoff, one of the managers in the organization, is reviewing their
own goal plan. Therefore, the people selector displays:
● Marcus Hoff as self (the employee)
● Carla Grant as Manager
● Jonathan Lambert as Matrix Managers
● Anita Burns and Gordon Silvers as Direct Reports
Depending on whose goal plan Marcus is looking at, the permissions and available actions
might differ. If Marcus tries to navigate to Carla Grant (Manager) goal plan, there are some
restrictions (no option to create or delete goals). The only button available is Cascade to Me,
which means that Marcus could cascade one of Carla’s goals to their own goal plan.
However, when Marcus navigates to Anita Burns (Direct Report) goal plan, we can see some
additional actions. Marcus would be able to create a goal in Anita’s goal plan, and make
changes in one of their existing goals.

And last, but not least. The People Selector will allow for a user search beyond your
organizational hierarchy (dependable on the User Search permission in RBP). However, if no
permissions to access the Goal Plan are granted for this particular user, the goal plan will not
be visible to Marcus.


Unit 5
Exercise 14
Explore the Line of Sight
In this exercise, you will explore the organizational chart and the how the Line of Sight impacts
the actions available in the goal plan depending on the viewer.
Simulation
For more information on this topic please view the simulation in the lesson Using
Line of Sight in Goal Management in your online course.
1. Log into the instance and select Proxy Now, from the name menu.
2. Proxy as Marcia Barista (mbarista).
3. Select the Org Chart quick action in the Home Page.
4. Verify that Linda Lewis is one of your direct reports. If you select the 3/3 area in the direct
reports card, you will be able to see Linda’s direct reports. Verify that one of the reports is
Ian Iverson (2nd Level Report of Marcia).
5. Scroll up and select Up One Level. Verify that Marcia reports to Daniel Cortez.
6. Navigate to Home → Goals to access your goal plan.
7. Select Daniel Cortez and check the actions available to you as direct report.
8. Select Linda Lewis and check the actions available to you as manager.
9. In the People Selector search, type Ian Iverson. Select it and check the actions
available to you as the 2nd level manager.

Unit 5
Solution 14
Explore the Line of Sight
In this exercise, you will explore the organizational chart and the how the Line of Sight impacts
the actions available in the goal plan depending on the viewer.
Simulation
For more information on this topic please view the simulation in the lesson Using
Line of Sight in Goal Management in your online course.
2. Proxy as Marcia Barista (mbarista).
3. Select the Org Chart quick action in the Home Page.
4. Verify that Linda Lewis is one of your direct reports. If you select the 3/3 area in the direct
reports card, you will be able to see Linda’s direct reports. Verify that one of the reports is
Ian Iverson (2nd Level Report of Marcia).
5. Scroll up and select Up One Level. Verify that Marcia reports to Daniel Cortez.
6. Navigate to Home → Goals to access your goal plan.
7. Select Daniel Cortez and check the actions available to you as direct report.
8. Select Linda Lewis and check the actions available to you as manager.
9. In the People Selector search, type Ian Iverson. Select it and check the actions
available to you as the 2nd level manager.

LESSON SUMMARY

Unit 5
Lesson 2
Performing End User Actions
LESSON OBJECTIVES
Goal Plan Selection and Goal Addition

Goal Plan Selection
An end user can also toggle between any goal plans that are currently active in the system
and permissioned in role-based permission to be viewable.
Those templates still not converted to the Latest Goal Management will have a “Legacy View”
for read-only access, but they are no longer editable.
Goal Addition
An end user may also add goals using several different methods, including create a new goal,
copy from another goal plan, create from library, cascade a goal from another goal plan or
create a team goal.
Create Goal: Allows the following actions
● Create New
● Create from Library
● Copy from Goal Plan

Lesson: Performing End User Actions
● Create New is the default option to add personal goals in the goal plan.
● Create from Library will allow to select from the standard SAP SuccessFactors library or a
custom goal library that was associated to the Goal Plan in the back-end. You can select up
to 10 personal goals to be created from the Library.
● Copy from Goal Plan: Goals can be copied over from goal plans, including from those not
converted to Latest Goal Management, as long as the goal plan is available for the user. A
maximum of 10 goals can be copied at a time.

Goal Cascading: Cascading (pushing or pulling) creates copies of goals. Pushing happens
when an employee copies goals from their goal plan to other users’ goal plans. Pulling
happens when an employee copies someone else’s goal(s) onto his or her own goal plan. This
creates a parent-child relationship between the original goal and the newly created goal or
goals, which can be seen graphically in goal plans.
The Goal Alignment section, in the Goal Details, will show the type of alignment (Aligned Down
or Aligned Up). A goal pushed from User A’s goal plan to User B’s goal plan will show that the
original goal on User A’s goal plan was Aligned Down, whereas the newly created goal will
appear on User B’s goal plan as Aligned Up. It is important to understand that the alignment is
not related to the employee hierarchy but instead reflects the original (parent) goal being
aligned down to the copied (child) goal.
● Regular goal: Created by the employee and lives only on that user’s goal plan
● Cascade push: Created by the employee and pushed to other users’ goal plan(s)
● Cascade pull: Created by other users and pulled onto employee’s goal plan
Cascade-Push
To cascade a goal to direct reports, select the Cascade Goal button from the Actions menu if
cascading multiple goals at once, or you can select the Cascade option directly in the Goal
Card to start.
Cascade a single goal

Cascade one or multiple goals
In the 1st step, you will select the recipients, and the menu is very similar to the Team Goal
assignment.
● From My Team tab will allow to choose from My Team, including the list of direct reports
and matrix reports (if any).
● Via Search: Furthermore, additional employees can be searched for, using the available
options as seen in the image below.

Cascade-Pull
To pull a goal from a manager’s goal plan, choose that user’s plan, select Cascade to Me
button to pull one or multiple goals, or directly from the Goal Card, selecting the same option.
Details for the goal(s) to be cascaded can be edited before they are created in the employee’s
goal plan.
Note:
You cannot cascade goals across different goal plan templates. If users need to
cascade goals to one another, they must use the same goal plan template.
Goal Editing
The end user of the goal plan may edit goals from the Goal Cards. The following are the
actions available:

Actions Available in the Goal Card
● Change Goal Status: Users can easily update the status of a goal without editing it
● Edit Goal: opens the Edit Performance Goal window to make further changes on the Goal
fields
● Delete Goal: to delete the goal from your Goal Plan
● Cascade Goal: to cascade-push your goal to others
● Create Activity: If Continuous Performance Management (CPM) is enabled, this option
allows to create an activity in CPM that will be linked to the goal
Note:
The actions visible in your Goal Plan depend on how your instance was configured
by an SAP SuccessFactors certified consultant.
Additionally, users can select the Goal Card to navigate to its Goal Details.
Actions Available in Goal Details
1. Goal Name and Visibility
2. Last modified date
3. Change Goal Status. Same as in the Goal Card, the Goal status can be easily updated.
4. % Completion
5. Action buttons

● Edit Goal
● Cascade Goal
● Delete Goal
● View Audit History*
● More Info: Additional goal details will be displayed here.
● Goal Alignment: If the goal was aligned down to others or aligned up from another user,
this section will indicate it. Users can select the photo to navigate to the goal aligned
down or up. That way, managers can track the progress of the goal cascaded to their
direct reports.
● Manage Milestones*
● Linked Activities*
● Comments*
*More details about these will be discussed below.
Important Action Buttons

View Audit History
The Audit History allows users to keep track of changes to goals. An audit history record is
created when a goal is created, modified, deleted, cascaded, assigned, copied, or replaced.
Users can see a list of records showing what changes were made, who made the changes, and
when. If a goal was modified or replaced, users can see a comparison between the previous
values and the new values of the changed fields.
Changes made to the following features are not logged in Audit History: comments, activities,
and learning activities.

Manage Milestones
In this section, if milestones are included in the Goal Plan, will display. Milestones is a type of
table field (with columns), that may include a description of the milestone and a due date
when this should be completed.
Using the Manage Milestones button, additional rows can be added, deleted or re-ordered.
Linked Activities
If Continuous Performance Management is enabled, this section allows to create activities
and display the existing ones, as well as achievements (completed activities).
Comments (Goal Feedback)

This feature allows users to add comments (feedback) on any goal in a goal plan. An email
notification can also be sent whenever a user receives a feedback/comment on a goal. The
email notification can be customized from the Email Notification Template Settings in Admin
Center and the notification is called Goal Comment Notification.
A Goal Comment Notification is triggered in the system in the following three scenarios:

● If an employee receives feedback on their goal plan from their direct line manager, the
employee will receive an email notification.
● If the employee then provides a feedback response in the goal plan, their line manager will
receive an email notification.
● If a separate user role (for example, matrix manager) provides feedback on the employee’s
goal plan, both the employee and the employee’s line manager will receive an email
notification.
Caution:
A warning message to save feedback (or post comment) will pop-up in the goal
plan when a user remains idle for 30 seconds while adding a comment/feedback
to a goal.

Unit 5
Exercise 15
Complete Goal Management End User Actions
In this exercise, you will be exploring the goal plan and completing several actions as an end
user.
Simulation
Performing End User Actions in your online course.
2. Proxy as Marcus Hoff (mhoff).
3. Complete the following actions in your goal plan.
a. Change the status for one of your goals.
b. Select Edit Goal to edit one of your goals. Change the category, visibility and set the
Due date to tomorrow’s date.
c. Cascade one of your goals to your direct reports.
d. Select the Goal Card to drill down into the Goal Details
e. Select View Audit History and verify the changes you just completed as reflected in this
section.
f. Navigate back and add two milestones under Manage Milestones.
g. Scroll down and add a new comment for this goal.
h. Proxy as Carla Grant (cgrant) and navigate to My Goals.
i. Select Marcus Hoff (mhoff) from the Direct Reports, in the People Selector, and
navigate to the goal that Marcus was editing previously.
j. Select Cascade to Me to cascade the goal to your own goal plan.
k. Select the Goal Card to drill down into its details. Add a comment to reply to Marcus
comment added previously.

Unit 5
Solution 15
Complete Goal Management End User Actions
In this exercise, you will be exploring the goal plan and completing several actions as an end
user.
Simulation
Performing End User Actions in your online course.
2. Proxy as Marcus Hoff (mhoff).
3. Complete the following actions in your goal plan.
a. Change the status for one of your goals.
b. Select Edit Goal to edit one of your goals. Change the category, visibility and set the
Due date to tomorrow’s date.
c. Cascade one of your goals to your direct reports.
d. Select the Goal Card to drill down into the Goal Details
e. Select View Audit History and verify the changes you just completed as reflected in this
section.
f. Navigate back and add two milestones under Manage Milestones.
g. Scroll down and add a new comment for this goal.
h. Proxy as Carla Grant (cgrant) and navigate to My Goals.
i. Select Marcus Hoff (mhoff) from the Direct Reports, in the People Selector, and
navigate to the goal that Marcus was editing previously.
j. Select Cascade to Me to cascade the goal to your own goal plan.
k. Select the Goal Card to drill down into its details. Add a comment to reply to Marcus
comment added previously.

LESSON SUMMARY

Unit 5
Lesson 3
Accessing Goal Management
LESSON OBJECTIVES
Quick Actions and Engagement Cards

My Goals
In Goal Management, a Quick Action “My Goals” is available to navigate to the Goal Plan
directly from the Home Page (and you can additionally display in the For You Today section
those goals that are overdue or due date is approaching).
It takes you to the Goals page so you can view and edit your goals. End users will be able to
see this card and navigate directly to their goal plan(s).
Caution:
My Goals quick action card is dependable on the Goal Management Access
permission, which means that users need this permission in order to see it in the
Home Page. If you cannot find this permission in RBP, you need to select Enable
Goal Management Access Permission under Goal Management Feature Settings,
and grant Goal Management Access to all employees (or those roles that work
with Goal Plans).
The “My Goals” Quick Action can be disabled by an Administrator from Manage Home
Page → Quick Actions, where you can choose which actions you want to show on the home
page.

Lesson: Accessing Goal Management
Engagement Card (To-Do Tasks)

This card will surface any performance goals that are 15 days approaching due date, or goals
that are overdue and the status has not been set to Complete. Marking the card as complete
will dismiss the card.
All goals will be visible and you can decide to Hide for 7 Days (it will no longer display in the
home page), Remind Me Tomorrow (it will display again next day) or Mark as Complete to
change the status of the goal from the engagement card.
Caution:
Goal Plans need to have goal name, due date and status fields configured and
users need permission to these fields in order for the engagement card to
display. Contact your SAP SuccessFactors Consultant for assistance in the back
end configuration, if needed.
https://help.sap.com/viewer/product/SAP_SUCCESSFACTORS_MOBILE Additional
information is available at https://www.successfactors.com/mobile.
The Using Goal Management on Mobile Apps section of the Implementing and Managing Goal
Management guide contains detailed information about what is currently supported and what
is not supported. Additionally, the Reduced Scope for Mobile Apps refers to the Latest version
of Goal Management https://help.sap.com/docs/
4a24e48b5c384b18a81f6b661305021e/80df8d8b705941928c5953fd00653519.html.
Mobile Goal Enablement by Administrators

Mobile goals access allows users to access their goal plans and their direct reports’ goal plans
from a mobile device.
Administrators will require permission to access Mobile Settings under Manage Permission
roles → Administrator Permissions → Manage System Properties.
The next step is to access Enable Mobile Features from the Action Search, where these
different areas will be visible:
● Mobile Specific: Enable notifications, on device support, set mobile security or turn on Org
Chart.
● Modules: Turn on Employee Central, Recruiting, Talent or Total Rewards features. The
options available will depend on which modules are enabled in the instance.
● Email Notifications: Customize mobile activation and post-activation notifications.

● Mobile Themes: Customize the look and feel when accessing the SAP SuccessFactors
application from a mobile device.
To turn on Goal Management for Mobile, navigate to Modules → Talent and turn on Goal
Management. Choose Turn ON button to confirm changes.
To grant permissions to end users to access Mobile under Name menu → Settings, navigate
to Manage Permission Roles. Click into the role or roles that need mobile access. Choose
Permission, navigate to User Permissions → General User Permission , and grant the Mobile
Access permission.
Mobile Goal Enablement by End Users

The administrator can only partially enable mobile goals. The remaining responsibility lies
with end users. Mobile goals are compatible with iOS and Android.
Some of the actions currently supported in Goal Management on Mobile Apps are :
● View all active Goal Plans
● Add, edit and delete goals
● View all personal goals description and details
● View and update status related fields (% complete, status)
● View and update Goal Name field
● Manager Access
Note:
It is highly recommended to review the Mobile Feature Matrix guide available in
the SAP Help Portal since the list of supported/unsupported features is frequently
being updated: https://help.sap.com/viewer/
c3cbc8ddf8ef421d81d4b71a6f88a7a3/latest/en-US
The end users will need to take these steps to activate a mobile device:
1. Download the SAP SuccessFactors app from App Store or Google Play.
2. If you have not received an activation email, choose No.
3. Log into SAP SuccessFactors desktop and, on the name menu, choose
Settings → Mobile.
4. Select Activate via Camera. Scan the QR code that will display for 30 seconds. You can
request a new QR code after this period selecting Activate via Camera again.
5. If activation is successful, you will be able to log into the instance from your mobile device.

Unit 5
Exercise 16
Enable Mobile Goals
In this exercise, you enable mobile goals in the SAP SuccessFactors app.
Simulation
Accessing Goal Management in your online course.
1. Log into SAP SuccessFactors and navigate to the name menu.
2. Choose Settings → Mobile.
3. Download the SAP SuccessFactors app from the App Store or Google Play.
4. Walk through the steps on your device.
5. In the Activation Code field, enter the activation code the app provided.
6. To view your goal plan on the app, choose the Goals icon.
7. Choose a goal and view the information. Edit the title of a goal.
8. Back in the SAP SuccessFactors desktop, use the main navigation menu to choose Goals.
9. Using your mobile phone, verify the title is changed from the goal you edited in the goal
plan.
10. When you have finished testing mobile goals, navigate to the name menu and choose
Settings → Mobile .
11. To deactivate your device, choose the Manage Devices button where you will see the list of
your activated devices.
12. Choose the bin icon under Actions to deactivate the device.
13. Choose Deactivate to confirm.

Unit 5
Solution 16
Enable Mobile Goals
In this exercise, you enable mobile goals in the SAP SuccessFactors app.
Simulation
Accessing Goal Management in your online course.
1. Log into SAP SuccessFactors and navigate to the name menu.
2. Choose Settings → Mobile.
3. Download the SAP SuccessFactors app from the App Store or Google Play.
4. Walk through the steps on your device.
5. In the Activation Code field, enter the activation code the app provided.
6. To view your goal plan on the app, choose the Goals icon.
7. Choose a goal and view the information. Edit the title of a goal.
8. Back in the SAP SuccessFactors desktop, use the main navigation menu to choose Goals.
9. Using your mobile phone, verify the title is changed from the goal you edited in the goal
plan.
10. When you have finished testing mobile goals, navigate to the name menu and choose
Settings → Mobile .
11. To deactivate your device, choose the Manage Devices button where you will see the list of
your activated devices.
12. Choose the bin icon under Actions to deactivate the device.
13. Choose Deactivate to confirm.

Lesson: Accessing Goal Management
LESSON SUMMARY


Unit 5
Learning Assessment

X True
X False


UNIT 6 Integrating Goal Management
Lesson 1
Integrating Continuous Performance Management with Goal Management 149
Lesson 2
Integrating Dynamic Teams with Goal Management 153
UNIT OBJECTIVES
● Define Continuous Performance Management

● Explain the link between Continuous Performance Management and a Goal Plan
● Introduce Dynamic Teams
● Describe the concept of 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

Unit 6: Integrating Goal Management

Unit 6
Lesson 1
Integrating Continuous Performance
Management with Goal Management
LESSON OBJECTIVES
Continuous Performance Management (CPM) Overview

Performance is not something measured only once a year. To truly impact performance
positively, employees and managers should have regular check-ins to ensure employees are
working on the right things, in the right way. CPM is a solution that enables you to get quick
feedback on your work through frequent and structured conversations with your manager. It
helps Managers to track their team members’ progress effortlessly and offers a simple way to
provide coaching advice.
Link between CPM and the Goal Plan

As part of CPM, goals can be linked to activities. Moreover, Continuous Performance
Management Achievements can be displayed on the goal plan.
There is a specific permission in Role-Based permission to have access to the Continuous
Performance Management Achievements data from the Goal Plan. Navigate to Manage
Permission Roles from the Action Search, select the appropriate role and click the button
Permission. Under User Permission → Goals, choose Access to Continuous Performance
Management Data.
In Latest Goal Management version:
● Integration is automatic.
● Users can create and view activities directly from the Goal Plan.
● Only Activities tagged as Achievements display in the goal plan.
● You are shown Activities in the goal plan. Feedback is linked to the Activity details.
From Continuous Performance Management, Goals can be created using the Create Goal
button. The Create Goal option is only available for Performance Goals, and visible from the
Activities view or on a Meeting.

Note:
For more information about Continuous Performance Management and how to
set it up, review the HR827 - SAP SuccessFactors Performance Management
Administration guide.
As we explained in the previous Unit, if Continuous Performance Management is enabled, an

option to create activities that will be linked to your Goals is visible. There will be a Linked
Activities section where existing activities and achievements will be visible.
Create Activity action will be available within Linked Activities or from the Goal Card itself.
Note:
Users will need to have access to create activities, from Continuous Performance
Management. More information can be found in the HR827 – Performance
Management Administration course.

Lesson: Integrating Continuous Performance Management with Goal Management
LESSON SUMMARY


Unit 6
Lesson 2
Integrating Dynamic Teams with Goal
Management
LESSON OBJECTIVES
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.

Note:
Dynamic Teams is an 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 guide Implementing Dynamic Teams available in the SAP Help Portal,
contains all the relevant information about enabling the solution and all the
different integration points. https://help.sap.com/docs/
SAP_SUCCESSFACTORS_PLATFORM/d382515928ac479ea00f06379eda324d/
42493091f3e14afea5ee0c7df5135246.html
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.

Lesson: Integrating Dynamic Teams with Goal Management
Dynamic Teams can be enabled from the Upgrade Center, under Optional Upgrades.
The next step will be granting the necessary permissions. The most relevant permissions for
the Goal Management integration are:
● 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.
● Administrator Permissions → Configure Dynamic Teams → Configure Dynamic Teams.
This permission allows administrators to configure Dynamic Teams and enable the
integrations with Goal Management.
● 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.
Configure Dynamic Teams Integration

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

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 Dynamic Teams menu, a member of a Dynamic Team might have OKR(s) related to a
specific project or task with other members in a non-hierarchical relationship. The member of
this team can link a specific OKR to one or more of their own Performance Goals.

Lesson: Integrating Dynamic Teams with Goal Management
OKRs can be linked to Goals across different goal plan templates.
In the Goal Management side, a Linked OKRs section will be visible, for easier navigation
between the Goal Plan and Dynamic Teams.
LESSON SUMMARY


Unit 6
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vii Course Overview

1 Unit 1: Introducing the Course

3 Lesson: Introducing the Course

7 Unit 2: Introducing Goal Management Administration

9 Lesson: Introducing Goal Management

39 Unit 3: Exploring the Latest Goal Management

41 Lesson: Describing the Latest Goal Management

61 Unit 4: Viewing Goal Management Features

63 Lesson: Viewing Goal Management Features Settings

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118 Lesson: Using Line of Sight in Goal Management

147 Unit 6: Integrating Goal Management

149 Lesson: Integrating Continuous Performance Management with

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● Describe the general information about the course

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SAP SuccessFactors Community

SAP SuccessFactors Help Portal https://help.sap.com/viewer/product/

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1. I have reviewed the content of this unit.

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● Discuss Goal Management and its goals

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Terminology in Goal Management

Templates Templates define the type of information to

Goal Plans Goal plans are online worksheets used to re-

Goals/Objectives Goals and objectives are interchangeable

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Categories Categories are groups for similar goals de-

Fields Fields are small units of information about

Cascading Cascading allows a user to push a goal to a

Goal Import Goal import is a method that can be used to

What is Goal Management?

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Latest version of Goal Management

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Goal Management Permission

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The Goal Plan Template

Add a New Template from the Success Store

Currently, there are two templates offered in the Success Store.

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Existing Template Usage

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Default Goal Plans

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