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2072675 - Manage Goal Data - Group Goals Version 1.0 - Goal Management



  • Goal Management


Group Goals 1.0

  • A Group Goal is one goal that can be applied to a set of people equally. A Group Goal differs from the existing Personal business goals because a Group Goal always remains a single goal shared by the people in the defined group. It can never be copied or cascaded to other people. Additionally, Group Goals can be assigned one rating that applies to everyone, and Group Goals can only be modified by the Group Goal Owner.

  • Group Goals are stored in the Goal Plan just like all other business goals. You can spot Group Goals by looking in the
    Type column. By default, all Group Goals are labeled Group, and all Personal business goals are labeled Personal. (These terms can be changed). Once created, Group Goals can be tracked and managed just like Personal business goals.
  • Group Goals: You can now assign a Group Goal to up to 15,000 people. Previously, you could only assign them to 100 people. (TGM-3054)


Group Goal Limitations

  • Group goals do not support sub-tables (tasks, milestones, targets, calculated ratings)
  • Group goals cannot change the goals visibility
  • Group goals cannot be imported
  • Group goals can only be updated or deleted by the group goal owner that created the goal


How can you use Group Goals?

  • Group Goals are ideal for project teams, corporate initiatives, and goals that might be defined by a specific job role—any time you want to have one common goal apply to a set of people. When you create a Group Goal and distribute it to a team (for example), everyone on the team is assigned the goal. When a new team member is added, that person will
  • automatically receive the goal; similarly, when a person leaves the team, the goal is automatically removed from their Goal Plan. A Group Goal is associated with a group and not an individual.
  • The person who creates the Group Goal is called the Group Goal Owner. Only the Group Goal Owner can make changes to the goal. For everyone else, the goal is in read-only format. The Group Goal Owner determines who becomes a participant in the goal by defining a set of people, such as an entire department or employees that share the same job code, department, division, location, etc. and distributing the goal accordingly. Everyone who fits the defined group criteria immediately receives the goal. Group Goals can’t be cascaded (or reassigned) to persons not part of the initial goal distribution criteria; however, you can link a Personal business goal to the Group Goal.

Deleting a Group Goal

  • Caution needs to be used by group goal owners when they delete a group goal that was assigned to other users. When you delete this goal from your goal plan it is also going to be deleted from EVERYONE that also had the goal. Since other users have been seeing this on their plan you should communicate that this goal is being removed so that they do not report an issue to their admin that a goal has disappeared from their goal plan. 
  • If this group goal was also showing on the Owners performance form then deleting it from the PM form is also deleting it from your goal plan and everyone that had it if your PM form uses autosync.

Assigning permission to create group goals

  • Go to Administration > Manage Security > Administrative Privileges
  • Find the user who should be granted group goal creation privileges, and check the “Objective” checkbox for them. Now that user will see a “group goal” option when adding a goal. The feature is typically only granted to select people since they will be able to send goals to the entire company.


A group goal is created in a similar way as a personal goal.

  • The group goal owner that has permissions to create a group goal opens their goal plan and clicks the Create New Goal button.
  • The standard popup opens and the user will see an additional button "Create Group Goal"
  • Create and save the goal as you would a normal goal,with the additional step of defining the audience that will recieve this goal.
  • Tip: The person creating the goal needs to pay close attention to the audience selected. By default it will go to the entire company, All Divisions, Departments etc. You cannot limit this ability, a person that has been granted group goal creation permission has access to all employees, so you should only grant this ability to those that require this, and who understand the functionality.


  • B1105 Enhancement: The total number of employees found during a search now displays at the top of search results. (TGM-3625)
  • When it comes time to rate the Group Goal, the same rating can optionally be applied to all team members, meaning, if the Group Goal is rated a 4.0, then everyone in the team will also get a rating of 4.0 for that goal. Group Goal ratings can only be entered by the Group Goal Owner.
  • Primary use cases for group goals include workgroups (reporting to the same manager), corporate initiatives, and goals defined by job role.


Group vs. Imported Goals

  • Group goals have one owner. There are settings in the TGM for this as well as assigning the permission to create group goals to individuals. 


Do you really want a "group goal"?

  • A group goal can often be misunderstood. You should determine if your need is truly for a "group goal' or rather you simply need to get "the same goal" to everyone, that will then customize and edit their copy of that goal. As explained, a group goal is 1 master goal that all people in the defined group see. They cannot edit it, and the goal owner controls everything about this goal. Often what a client really wants to do is to push or cascade or give the same goal to many people, but each recipient of the goal still needs the ability to add their own progress or details to it. If that is the case you might want to consider cascading a goal from the CEO down, or even importing a goal to a group of people. Importing a goal to a group maybe what you need as opposed to creating a "group goal".

  • NOTE: You will need to click the goal name to see what criteria was used for the group goal (in other words, what group received it).
  • If your goal plan is not currently configured for group goals then you goal plan will need a configuration change. SuccessFactors offers three paths for configuration changes


  • TGM template configuration

    Turn on the "allow-group-goal" attribute:
    <obj-plan-template … allow-group-goal="true">


KBA , LOD-SF-PM-GM , Goals in PM Form , How To


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