SAP SuccessFactors – Performance & Goals

SAP Efficiency and Goal Management aid people managers to align individual goals with the company’s business objectives and core values. It makes sure that all the employees are working on similar goals to achieve and remove gaps and stay on the right path to achieve organizational goals.

If a customer purchases Goal and Performance Management together, then all the goals in Goal management are automatically populated in Performance management. Performance Management helps managers to measure metrics based on employee performance to fulfill objectives as per company targets and goals.

Importing a Goal Plan Template

When you want to complete Goal Management in an organization, you need to import a goal plan template for a company. You must create and edit your goal plan templates utilizing an XML editor and import/re-import the goal plan to see your changes.

Step 1 – To import the goal plan template, go to Provisioning, and select the company for which you intend to import/re-import the goal plan template.

Under managing plan template > Import/Update/Export/ Goal plan template.

Step 2 – You have to choose the goal template and click Upload.

Copying Goals from Other Goal Plans

You can copy goals between goal plans and export the goals from certain goal plans. As an example, you intend to enable a user to copy a goal from the 2015 goal plan to the 2016 goal plan.

You can enable the wizard for copying goals in between goal plans from Provisioning using the TGM/CDP Goal Transfer Wizard settings.

For example, a user can copy a goal from the 2014 goal plan into the 2015 goal plan.

Performance Management Forms Validation

In SuccessFactors, you can validate and update the existing performance management template utilizing the Manage Templates tool.

Step 1 – Go to the Performance Review tab on the new page. Templates that require to be updated are noted with an alert sign, as shown in the following screenshot.

Step 2 – When you open a template, you will see a new tab on the left side, Validate and Approve for PM v12 Acceleration. This tab consists of guidelines on how to go about the validation process.

Bottomline

SAP SuccessFactors comprises a comprehensive set of strongly connected talent management solutions, robust workforce planning and analytics, and a next-generation core HR solution. In this suite, it is easy for HR to begin the work from anywhere and proceed further. The SAP SuccessFactors HCM software is also compatible with numerous legacy frameworks in which the company has already participated.

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