This article explains Goal Plan States, and how to configure and use the states.
SuccesFactors Goal Management
What is a Goal Plan 'State"?
- The state of the goal plan indicates if a goal plan is Locked or Unlocked.
- A common request from customers is the capability to lock and unlock goal plans for Goal Approval purposes. The idea behind TGM-461 is to allow components of the Goal to be locked once an authorized user locks the plan (E, EM, EH, etc.).
- Is as well supported for CDP (CDP-2651)
- It is not supported for learning activity templates (CDP-2804)
- Please be aware that Group Goals and Team goals cannot be locked down with goal plan state – this only applies to personal goals (CCD-364, TGM-5409, TGM-6583)
Value to customers:
- With this functionality, a manager could cascade a goal to an employee and the employee could updated only certain fields while the goal is Locked and update all fields / delete goals when it is in an unlocked state.
How is it configured:
In the Goal Plan XML template, add the below configuration, after defining <field-definition> elements.
- Step 1) Start with <obj-plan-states> element, this provides the ability to have different objective plan states.
- Step 2) <obj-plan-states> element can have multiple <obj-plan-state> element.
obj-plan-state: element is used to define the single goal plan state.
Id: attribute specifies the internal name of the plan state.
default: attribute specifics the default state of the objective plan and it should be true for only one plan state.
state-label: element defines the name of the current state.
lang attribute is used for showing the name as per the locale.
- Step 3) Each <obj-plan-state> element can have its own set of action and field permissions.
- We need to configure a new action permission called "Locked" that provides the ability to lock down certain areas of the goal plan or a goal.
- The target-state element specified inside "change-state" permission defines the objective plan state to which the goal plan can be switched (i.e. Locked state and Unlocked state) .
- Repeat the steps, if you need to configure the multiple objective plan states under </ obj-plan-states> element.
- Any role that has the change-state permission on the plan may change the goal state.
- It can also be controlled by the PM form, based on certain route steps.
- We need to provide the ability so that when a form is routed to next step, then the goal plan state of the user can be changed.
- For this, we need to have the below configuration in the objective section of the PM/360 form template.
- Note: Add the below configuration after the < meta-grp-label > element in the Objective section of the form:
obj-plan-state-change: This element is used to define the single goal plan state.
to-step: attribute specifies the route step id .
target-state: specifies the state to which the goal plan has to be switched.
id: attribute specifies the internal name of the objective plan state. It should be from one of the objective plan state id defined in the objective template.
- Note: If we want to change the goal plan state for each route step, then add the above configuration multiple times.
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