2072705 - Managing Goal Data with Group Goals Version 2.0 - Goal Management

This KB article provides information on using Group Goals 2.0 in SuccessFactors Goal Management

SAP SuccessFactors Goal Management

Group Goals 2.0

• Enable the feature via Admin Center > Goal Management Feature Settings > Enable Group Goals 2.0.
• Template Configuration. Please reach out to Support for the changes.
  Turn on the "allow-group-goal" attribute:
  <obj-plan-template … allow-group-goal="true">
• This feature was built to meet a very specific need as listed in the features above so it will not be suitable for many clients as it does not have full functionality to replace the original version of group goals. Group goals 2.0 does not have full backwards compatibility.

Features

• This feature is supported in V11 and above of the application.
• The feature is an opt-in feature with configuration change requirements
• Ability to have sub-goal tables (e.g. tasks, targets, milestones, metric lookup) for a group goal.
• Support for calculated goal ratings using the metric lookup table.
• Ability to configure, per field, which are editable and which are read-only in a group goal (this also applies to sub-goal tables).
• Since these goals can be individualized my owners in the group, the goals show up in the dashboards and Ad Hoc reporting.

Managing Goal Data

The customer administrator and end users are responsible for managing, adding, deleting, editing, importing, all goal data. SAP Cloud Product Support does not perform any customer data management. Due to data security policies, any changes to a customer's data needs to be performed by the customer administrators or their end users.

Potential Drawbacks

The list of potential drawbacks is based on functionality that is either available in the older version of group goals, or just not available at all.

• Support for dynamic group goal membership - In v2.0 it's a static list of group goal members and not dynamic based on criteria. This was the use case for the specific customer and as such what was built first.
• Cannot cascade group goals - Also not supported in v1.
• No group rating - this is supported in group goals v1. If needed in group goals v2, must use Metric Lookup Table

How to Use group goal v2

Assign Group Goal v2

• Assigning a group goal is done by a new button located in the row of buttons on a goal plan.
• First you select which group goal(s) you want to assign by using the checkboxes to the left of the goal name, then click on the "Assign Selected..." button. This opens up a window similar to the cascade window where you can choose who to assign this group goal to. A new supported feature here is step two of the assign wizard. The assigner will have an opportunity to change the group goal before assigning it. The assigner will be able to edit any field that is not configured as a read-only field in the group goal. Please be aware you would only be able to edit group goals in the goal plan itself - not the PM form. This is expected behavior - TGM-6984
• Editable fields when assigning group goals:
• The cascade-update attribute in the field definition of the goal plan xml controls the editability of the field during the group goal assignment. The default value is "push-down".
• cascade-update="push-down" - Group goals will be editable to the Group Goal Owners and read-only to Group Goal Members. 
• cascade-update="regular" -  Assigned group goals will be editable by Group Goal Members.

Via Goal Import

You can also assign group goals via import:

^TYPE	ACTION
OBJECTIVE_GROUPV2	ADD

Note: When a goal is imported, each person becomes the goal owner so they will also inherit the delete option. If you do not want individual users to be able to delete the group, don't use the import option. The "delete-group-goal" setting will be ignored even if defined.

delete-group-goal

This attribute should be added to the goal plan to define roles that will have delete group goal permission for goals cascaded to them. The below screenshot provides guidance for populating a Group Goal Import file:

RBP & Group Goals

You now have the option to apply separate permission roles to determine who can view Goal Plans and who can assign Group Goals, giving you more granular control. To use this option, contact SuccessFactors Customer Success who will enable the following option in Provisioning. (TGM-5234) > Company Settings > Enable target population of Group Goal Assignment permission - requires "Role-based Permission".

Target Population for Group Goals

Admins can set up permission roles for viewing goal plans and assigning group goals separately.

Benefit Example: A manager can assign group goals to their direct reports, but not to themselves. This also prevents them from deleting group goals assigned to them.

Group Goals For Inactive Users

You now have the option to assign Group Goals to inactive users who fall within a date range you specify. This option is useful when you want to award employees for the work they did on the goal before leaving the company. (TGM-3717)

More Information

• You have the option to include inactive users as part of a target population when mass-creating forms and when assigning group goals. (AE-703)
• Inactive users can be included in the population you want to assign group goals to. (PAE-703)
• You have the option to assign Group Goals to inactive users who fall within a date range you specify. This option is useful when you want to be able to award employees for the work they did on the goal before leaving the company. (TGM-3717)
• You have the option to send email notifications when Group Goals are changed or deleted. When you do this, everyone assigned the goal will be notified, as well as any Proxy user who might have made changes to the goal. (TGM-3709)
• The total number of employees found during a search displays at the top of search results. (TGM-3625)
• Prior to b1508, to mitigate performance issues the system did not allow the mass assignment or assignment of group goals to more than 15,000 system users in a single action. We have since lifted the 15,000 threshold and now permit this action to occur. (TGM-6335)

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