Course : SAP SuccessFactors Performance Management & Goal Management

Learn how to effectively track, evaluate, and improve employee performance and set achievable goals with SAP SuccessFactors

Course Summary

 In this Course, Following Topics are Covered

Goal Management Curriculum Structure : Implementation Track (1 of 17 Tracks)

  1. Goal Management Product Overview
  2. Recommended Implementation Sequence for Goal Management
  3. Enabling Goal Management :      Role-Based Permissions for Goal Management
  4. Working with Goal Plan Templates :  Basics About Goal Plan Templates ,    DTD for Goal Plan Templates,    File Header,    Goal Plan Template Elements and Attributes,    Goal Plan Template Switches,    Goal Plan Template Fields, Permissions for Goal Plan Templates,    Action Permissions,    Roles in Goal Management,    Field Permissions,    Goal Plan States ,Importing a Goal Plan Template, Configuring Goal Plan Templates,   Exporting a Goal Plan Template,   Adding Goal Wizard,   Adding Link Fields,   Defining Category and Default-Category,   Enabling Automatic Goal Numbering,   Configuring Objective Weight Rules and Objective Count Rules,   Configuring Custom Checkbox  , Configuring the Visibility Field,   Enabling Goal Feedback,   Defining Column Width in Goal Plan,   Defining Goal Plan Field Layout in a Performance Management Form ,  Removing the Add Personal Goal Option ,  Configuring Fields as Editable for Group Goals and Team Goals ,
  5. Preparing Goals :   Goal Import ,   Goal Import Scenarios,   Goal Import Examples  , Turning On Goal Import,   Goal Import File Specifications,   Mapping Templates to Users,  Goal Library,   Goal Library File,  Importing a Goal Library,  Mapping of Goal Library Content to Goal Plans 
  6. Working with Goals : My Goals View, Group Goals , Enabling Group Goals, Creating a Group Goal, Assigning a Group Goal ,Team Goals,     Creating a Team Goal,     Sharing or Unsharing a Team Goal,     Assigning or Unassigning a Team Goal,     Editing or Deleting a Team Goal, Copying and Exporting Goals, Transferring Goals Between Users, Using Goal Plan User Search, Mass Upload for Assigning,      Mass Assign Assumptions     Downloading CSV Header Template,     Accessing Mass Assign Button ,    Running the Import Job Goal Alignment Chart,     Enabling Goal Alignment Chart    , Configuring Goal Alignment Chart Fields ,    Configuring Goal Plan Layout for Goal Alignment ,Chart Initiatives,     Enabling Initiatives,     Working with Initiatives,     Reporting on Initiatives,     Aligning Personal Goals to Assigned Initiatives
  7. Measuring Goal Achievements  : Sample Use Case , Creating Goals and Ratings with Achievement Lookup,   Metric Lookup Basics,   Numeric vs Text Target Levels ,  XML Example for Goals and Ratings with Achievement Lookup ,  Calculation Types,   Display Configurations, Configurations   Automatic Population , Custom Calculations,   Custom Calculation DTD   Calculations, Functions and Operators,   Custom Calculation Example   Calculating Ratings or Scores for Sub-goals ,  Calculating Total Score of Goal Plan or Category,   Sub-goal Auto-population Rules 
  8.  Configuring Email Notifications  :   Email Notification Types ,  Enabling Email Notifications for Goal Management   ,Creating a Scheduled Job for Using Goal Modification Notifications ,  Customizing Goal Modification Notifications  , Adding or Removing Goal Links in Email Notifications 
  9. Configuring Goal Notifications of To-Do Items  Goal Notifications of To-Do Items 
  10. Integrating with Other SAP SuccessFactors Modules  : Integrating with Performance Management ,Integrating with Continuous Performance Management, Integrating with Multiple Employment ,Integrating with the Home Page,   Goal Management on the Latest Home,    Important Notes About Goal Management on the Latest Home Page 
  11.  Working with the Latest Goal Management   : Latest Version of Goal Management: Overview  Feature Limitations on the Latest Goal Management     Feature Limitations on Mobile Apps , Changes to Goal Plan Templates,  Enabling the Latest Goal Management , Converting Existing Goal Plan Templates  ,Team Goals in the Latest Goal Management ,    Enabling the Latest Team Goals ,    Permissions for the Latest Team Goals,     Data Migration to the Latest Team Goals 
  12. Using Goal Management on Mobile Apps  :   Enabling Mobile Goals ,  Installing SAP SuccessFactors Mobile Application  , Accessing Goal Plan on the Mobile Application ,  Adding a New Goal using the Mobile Application ,  Editing a Goal using the Mobile Application ,  Deleting a Goal using the Mobile Application ,  Adding Comments to a Goal using the Mobile Application ,  Updating or Deleting Goal Comments using the Mobile Application ,  Default Values in Mobile Goals
  13. Data Protection and Privacy :  Centralized Data Protection and Privacy Data Retention Management  
  14.  Using the Check Tool to Solve Issues  : Benefits - Benefits of the Check Tool , Running Check , Check Types, Check Results , Creating Product Support Tickets from the Check Tool,  Exporting Configuration , Configuration Information Using the Quick Fix Feature Exporting a List of All Checks 

Course Curriculum

Niladri Bihari Nayak

Career Success Architect (HR Platforms) 

John Smith

Developer

Highly Recommended Course. Easy to Understand, Informative, Very Well Organized. The Course is Full of Practical and Valuable for Anyone who wants to Enhance their Skills. Really Enjoyed it. Thank you!!

Course Pricing

Most popular

Performance Management & Goal Management

39999 INR

Buy Now

© 2025 SuccessLabs Academy