2072206 - How to restrict Goal Plan Access - Goal Management

This article explain how to control access to goal plans, including restricting access to groups and target populations.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

SAP Successfactors Goal Management

• Access to goal plans are controlled by the Goal/Objective Plan Access permissions in RBP.
• Performance Management Access Permission, Enable Goal Management Access Permission, and the related necessary permissions must be enabled in provisioning settings.
• If Provisioning access is not available, please reach out to your implementation partner for assistance.

Note: Depending on how your environment is configured, the term Goals or Objectives will be used for Goal Management.  For the purposes of this Knowledge Base Article, the terms are interchangeable.

Steps in Administration Center:

1. Go to the Admin Center.
2. In the Tools Search, search for Manage Permission Roles.

3. Select the permission role you would like to edit.

4. In the Permission settings section, click the Permission... button and select Goals/Objective from User Permissions.
5. Under Goal Plan Permissions,
• select "All" to give this role access to all current and future goal plans
• or select "Others" then select the goal plans you want this role to have access to. 
6. Click Done and then Save Changes

7. In the Grant this role to section of the Permission Detail screen, click Add.
8. When the Grant this role to screen displays, select Permission Group.
9. Click Select to select the access groups you wish to assign to this permission role.
• You can allow managers to have the same permissions and define how many levels up in the hierarchy you want this permission to be granted.
• However, allowing respective managers to have the same permissions may have a negative impact on the performance.
• The hierarchy then has to be checked whenever such a manager tries to access an element which was permissioned this way.
10. In the Grant this role to section of the Permission Detail screen, click Add.
11. Select Everyone or choose Target population of to select a group.
12. Exclude Granted Users:
• For some permissions, it might be necessary to exclude the granted users from applying the permissions on themselves.
• For this, select Exclude Granted User from having the permission access to themselves.
• Example: If the role grants permission to edit the salary, you want to prevent the members of this permission group to be able to edit their own salary as well.
13. Click Done to assign this role to the defined users. You are taken back to the Permission Role Detail page.
14. Click Save Changes to complete creating the role.

gm, goals management, objectives management, restrict, view, tab, rbp, role based permission, successfactors, sf, role, grant, administrator, manage, admin center, , KBA , csg_q , LOD-SF-GM-ADM , Admin Tools, Settings, Permissions , How To

SAP SuccessFactors Performance & Goals all versions