2341703 - Goal Management Implementation Overview - How to get started

Cloud Product Support provides you and our partners with a comprehensive one-stop shop for SAP SuccessFactors Goal Management that you can use for your learning, training, and implementation needs.

The aim is to centralize the available content for SAP SuccessFactors Performance Management and Goal Management for you, and also help you by creating Knowledgebase Articles that cover the most common support issues encountered during implementations and Go-live.

IMPORTANT: Before you start launching forms to live users with your linked goal plans, here some basic checks you should do beforehand:

• 2076076 - Launching Forms - QA Form Templates Prior to Launch - Performance Management
• 2072089 - Manage Templates - Guidelines for Creating Goal Plans - Goal Management

Tips & Tricks

Below are tips and tricks recommended by Product Support, which you should consider first before opening a Support case.

Always check every single basic setting outlined in the implementation/admin guide and knowledgebase articles, as this might help you to resolve your issue; e.g. if in one knowledgebase article there are 10 prerequisites mentioned that need to be set, check systematically that all are met!

Implementation / Admin guide:

Implementing and Managing Goal Management

Manage Templates:

• 2072064 - Manage Templates - Copy Goal Plans - Setting up Your New Goal Plan - Goal Management
• 2072128 - Manage Templates - Link Goal Plan to PM Form - Goal Management
• 2072069 - Manage Templates - Localizing or Setting Languages for Goal Plans - Goal Management
• 2089419 - System: Using HTML or custom code within the SuccessFactors Application - BizX Platform
• 2072200 - Permissions - New Templates not displaying (RBP) - Goal Management
• 2072216 - Manage Templates - Set Default Objective Plan - Goal Management
• 2072162 - Manage Templates - Hide or Disable Goal plans - Goal Management
• 2072214 - Manage Templates - Removing a Goal Plan - Goal Management
• 2071553 - Error - You do not have permissions to access this users objective Plan - Goal Management
• 2072126 - Manage Templates - Goal Plan Ordering - Goal Management
• 2072756 - Manage Templates - Add Library Goal Button - Goal Management
• 2072808 - Manage Templates - Add Goal Buttons How to Hide - Goal Management
• 2072196 - Manage Templates - S.M.A.R.T Goals Adding Smart Goal Wizard to a Goal Plan - Goal Management
• 2072202 - Manage Templates - Metric Lookup Tables - Goal Management

Goal Plan State:

• 2072109 - Manage Templates - Goal Plan State - How to Configure and Use - Goal Management
• 2297963 - Mass locking and unlocking of goal plan state - Goal Management
• 2475593 - Goal Plan state "Lock/Un-Lock" options not visible for Direct Reports
• 2495401 - Goal plan state does not change automatically when the form is launched
• 2371760 - Goal Plan state doesn't change automatically when the form is autorouted
• 2409731 - Goal Plan State warning message

Beta goal import:

• 2072059 - Manage Goal Data - Goal Import Guide - Goal Management
• 2071495 - Error - Goal Import Error - Selected Objective is no Longer Available : Goal Management
• 2177288 - Administrators cannot assign Group Goals in a Role Based Permission environment through a Goal Import
• 2072678 - Manage Goal Data - Importing and Exporting Custom Goal Library - Objective Libraries - Goal Management
• 2071469 - Error - Warning Goal Library mapping deprecated, please check the document/dtd for more details - Goal Management
• 2071551 - Error - Goal Import Error - The duplicate is in the file - Goal Management
• 2071526 - Error - Goal Import Error - Line : GUIDs are already in the file : Goal Management
• 2071518 - Error - Goal Import Error - due Parsing Error : Goal Management
• 2071480 - Error - Goal Import Error - Parsing Validations: 1 - Goal Management
• 2071465 - Error - Goal Import Error - Invalid Enum - Goal Management
• 2071430 - Error - Goal Import Error - Number of columns for the data rows does not match the number of columns on the header - Goal Management

 

Individual / Group goals 1.0 and 2.0:

• 2072207 - Permissions - Unable to See Private Goals when Admin Proxies as a User - Goal Management
• 2077256 - Manage Templates - Goals not showing on PM form but comments are - F Role Permission - Performance Management
• 2072246 - Permissions - Private Goals Showing in Get Feedback - Goal Management
• 2072701 - Reports - Private Goals, Reporting on - Goal Management
• 2072672 - Reports - Goals Not Showing On History Tab - Goal Management
• 2072675 - Manage Goal Data - Group Goals Version 1.0 - Goal Management
• 2072705 - Manage Goal Data - Group Goals Version 2.0 - Goal Management
• 2072692 - Manage Goal Data - Group Goals 1.0 vs 2.0 - How to Create and Edit Group Goals - Goal Management
• 2072101 - Manage Goal Data - Group Goal Button - Goal Management
• 2072695 - Manage Goal Data - Group Goals for Inactive Users - Goal Management
• 2072693 - Manage Goal Data - Group Goals Enable target population for group goals (RBP) - Goal Management
• 2072558 - Reports - Group Goals V2, Reporting on - Goal Management

 

Team Goals and Initiatives in Goal Managment:

• 2350943 - Team Goals – GMv12
• 2351341 - All about “Initiatives” in Goal Management v12
• 2351353 - Reporting on Initiatives - Goal Management V12

You executed the first 3 steps and validated that you require an case.

Best practice - Basic information you should provide when opening an case for issues with Goal Management:

1. Goal plan:
2. When did this start? Has it ever worked?
3. Are all Goal Plans, Group of Goal Plans or One Goal Plan affected?
4. Goal Plan Template Name affected:
1. For partners with access to provisioning, please provide the Goal Plan ID and attach applicable goal plan to the case
5. Username(s) of problem user(s):
6. Username/Role to view the plan as:
7. Description of what you are doing/issue:
8. What should be the expected behavior:
9. What is the actual behavior instead:
10. Options you tried so far to resolve your issue:

If this goal plan is also within a PM form which is affected, please also include the below information:

• PM Form template(s) affected:
• Is form in Inbox, Enroute, or Completed folders?
• Document Title and Document ID:

In addition to the above, always provide:

1. The date and timestamp from the affected instance (preferable right after you encountered the error):

• Front end (UI) : Login to home page > click on your picture > Show Version Information
• Provisioning: Login to the application > Go to the page footer > click on Show version information

2. Replication document with full uncropped screenshots showing each step until you encounter the error

goal, guide, implementation, overview, success factors, goals, GM, PMGM , KBA , csg_q , LOD-SF-GM-ADM , Admin Tools, Settings, Permissions , How To

SAP SuccessFactors Performance & Goals all versions