- Goal Management
Deleting a Goal
- Note: When a manager deletes a goal for someone on their team, the Delete Goal confirmation message displays the person’s first and last name to make it clear whose goal is being removed. (TGM-2890)
New Goal Imports
- Restoring a goal can only be done via our most current Goal Import option. If you do not see "Beta Goal Import" available to you in admin tools please confirm that you have admin permission granted for this feature. You may also need to submit a support ticket to have the most current version of goal imports enabled.
- Strictly speaking the SuccessFactors Application does not currently support 'un-deleting' the same Goal ID as yet, but the following steps will provide a suitable resolution for most cases.
The steps involved include:
Export goal data from ad-hoc reports
Update exported goal data ready for import
Re-import data via Beta Goal Import
The new goal import feature can be accessed from Admin > Manage Goals > Beta Goal Import.
The link to the new goal import feature is controlled using the same administrative privileges permission as the old one (i.e. you get both or you get neither together). Admin > Manage Security > Administrative Privileges > Manage Goals > Import Goals
- Using Ad-Hoc reports for Goal Management create a new adhoc report that includes at a minimum the following fields: Goal Plan ID, Goal ID, Username, Active/Deleted
- Note: If you do not see Goal Management in your adhoc reports, please open a case with Customer Success to request these reports be enabled for your instance.
- Export this data and save to your desktop. You will use this data and copy and paste the records you wish to un-delete into your CSV Import File.
- You will NOT copy the Goal ID, as you will create a new goal with new ID.
- You will not copy the Active/Deleted information
- Next create a goal import template. Go to admin tools > Beta Goal Import > From available list of templates > Select the template you are managing > Generate CSV Header
- When the goal plan CSV template is opened it will contain information about the goal plan. The first 5 rows of the template represent the information and header column for this CSV file. These 5 rows should not be modified. This includes the columns defined in the 5th row.
Save the file (making sure it remains a csv file) to your desktop
In the ACTION column, you will use ADD to add the goal data as a new goal
Copy all of the goal details from your exported file that you need the new goal to contain
If you do not wish to use all values from the export file for any given column (maybe you want those values to be re-entered by the user) then you can remove those columns from the import. Or you can leave the column, and use black fields for certain records.
Goal data columns always start with the string "OBJECTIVE_" followed by the field name that the goal will act on.
Import File Processing
- The import file is processed top down one action line at a time. As each line is processed, an action is performed (either an ADD, UPDATE or DELETE).
- As each line is processed a check will be performed. If the action is invalid, a warning message is displayed identifying the problem import row and the reason for the failure.
- If an action is valid, then the add, update or delete action will be performed. Each action has different behavior.
The import file is processed one action line at a time. As the action line is processed one or more errors may be returned. When an action line is processed, it will return the number of object successfully acted on and the number of lines that could not be acted on and the reason why they could not be processed. The user that initiated the import will receive and email with the summary and status of the import.
KBA , LOD-SF-PM-GM , Goals in PM Form , How To