SAP Knowledge Base Article - Public

2076599 - Manage Templates - Automatic Synchronization of PM forms & Goals using autosync option - Performance Management

Symptom

  • Using automatic synchronization of PM forms in TGM, it is possible to configure a form's objective section to automatically pull in new goals that have been added to the goal plan, and automatically delete goals that have been deleted from the goal plan.
  • Enabling automatic synchronization can effectively replace the “Add Existing Goals” button for instances where the form is open for most or all of the year, if you prefer simplicity over control.

Environment

  • SuccessFactors BizX Cloud HCM Suite
  • Performance Management

 

Resolution

To have existing forms configured to use this feature:

With PMv12 Acceleration forms:

    1. Go to Admin Center
    2. In Tool Search/Search Tools, type Manage Templates
      • Autosync 1. Tool Search or Search Tools.png
    3. Select Performance Review, then the affected form template
      1. Autosync 2.1 Performance Review and form.png
    4. Click on Edit Fields and Sections, then the Goal section you want to edit
      • Autosync 3. Edit Fields - Goal Section.png
    5. Click on Show advanced options
      1. Autosync 4. Show advanced.png
    6. Check "Synchronize goals from an goal plan and a review form"
      1. Autosync 5. Synchronize goals.png
    7. Click Save
    8. Launch a new form to test

For previous versions of Performance Management (e.g. PMv11, PMv12) please contact Professional Services or one of our Partners. Be sure to mention that you would like the following to be included in your form template:

Option to be added to Objective sections: obj-sect-type autosync="true"

Here is a summary of goal plan and PM form behavior with the synchronization enabled and Auto-Populate disabled.

Change Made on Goal Plan Results on Goal Section in PM Form Change Made on Goal Section in PM Form Results on Goal Plan
Add a goal after form opened New goal appears Add a goal New goal appears
Add goal before form opened New goal automatically appears, if configured
Add target or task New target or task appears Add target or task New target or task appears
Edit target, task, goal name, and so on Changes appear Edit target, task, goal name, and so on Changes appear
Remove goal Goal is deleted without warning message Remove a goal Goal is deleted without a warning message

Here is a summary of goal plan and PM form behavior with the synchronization disabled and Auto-Populate enabled.

Change Made on Goal Plan Results on Goal Section in PM Form Change Made on Goal Section in PM Form Results on Goal Plan
Add a goal after form opened New goal does not appear Add goal New goal appears
Add goal before form opened New goal automatically appears, if configured
Add target or task New target or task appears Add target or task New target or task appears
Edit target, task, goal name, and so on Changes appear Edit target, task, goal name, and so on Changes appear
Remove goal Goal still appears and is not deleted Remove goal Goal still appears and is not deleted

The following behaviors are unchanged from before, it doesn’t matter if autosync is true or false:

  • Add goal to Form – is added to TGM and is captured in the audit trail
  • Edit existing goal on the Form - updates on TGM and is captured in the audit trail
  • Edit existing goal on TGM - updates the Form
  • This feature also works with CDP development goal plans

 
NOTE! It is not recommended to use autosync on forms that are auto-populating a TGM plan into multiple objective sections on the form based on category. That is, if you have a form with more than 1 goal section, with each section being a specific goal category, then using the autosync functionality is known to cause issues.

This setting is not dynamic, if you forget to enable it and need it, you would have to first enable "Synchronize goals from an goal plan and a review form" in the template and then relaunch. Support can't fix this in retrospective. 

Keywords

KBA , sf performance manage template , LOD-SF-GM-TMP , GM Template Management , LOD-SF-PM-GM , Goals in PM Form , How To

Product

SAP SuccessFactors HCM Core all versions