2072200 - Goal Plan Missing in 'Manage Permission Roles' or the Home Dropdown

• When attempting to assign Role-Based Permissions (RBP) to a newly created Goal Management plan, the plan does not appear in the list
• You have added a Goal Management plan using Save as in Manage Templates, but the new plan isn't listed in the RBP list

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SAP SuccessFactors Goal Management

1. Log into system
2. Admin Center > Manage Permission Roles
3. Select permission role
4. Select Permission... button
5. Under User Permissions section, select Goals
6. New goal plan is missing

OR

1. Log into system
2. Go to the Home dropdown > Goal/Objective Management
3. Open goal plan dropdown > goal plan is missing

• The goal plan is not active
• The goal plan name has not been updated for your language/locale
• It has not been 24 hours since the goal plan was added

I. The Goal Plan Is Not Active

1. Go to Admin Center > Manage Templates
2. Uncheck the box for Show Active Templates Only
3. Locate the goal plan and check the box under the Active column
4. Goal plan will show within 24 hours

II. The Goal Plan Name Has Not Been Updated For Your Language/Locale

1. Login to the instance
2. Go to Admin Center > Manage Templates
3. Select the Goal Plan tab
4. Select the affected goal plan
5. Select General Settings
6. In the Change Language field, select the language that matches your default locale i.e. English US
7. Update the goal plan name to the desired name
8. Save
9. Goal plan will show within 24 hours

III. It has not been 24 hours since the goal plan was added

It is necessary to wait at least 24 hours when adding new content and permission changes. By default, the system refreshes the permission cache every 24 hours. It's expected that new templates will not show immediately for selection in the system. If you don't want to wait 24 hours, you can request to trigger a Manual Refresh:

Please note before proceeding:

1. As a customer, you do not have access to Provisioning. Please engage your Certified Partner to implement the fix.
2. Manually refreshing role-based permissions can have performance impacts. It is not recommended that you refresh multiple times a day.

Steps:

1. In Provisioning, go to Company Settings
2. Search for Refresh RBP Permission Configuration and select the Refresh button

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SAP SuccessFactors HCM Suite all versions ; SAP SuccessFactors Performance & Goals all versions