SuccessFactors Admin: Goal Management

Transcription

1 SuccessFactors Admin: Goal Management Admin Guide v12 (One Admin)

2 For SuccessFactors b1204 v12 (One Admin) Last Modified 7/15/ SuccessFactors, Inc., an SAP Company. All rights reserved. Execution is the Difference All brand and product names are trademarks or registered trademarks of their respective holders. Printed in the USA SuccessFactors Inc., an SAP Company 1500 Fashion Island Blvd. Suite 300 San Mateo, CA USA Information in this document is subject to change without notice and does not represent a commitment on the part of SuccessFactors, Inc., an SAP Company. The software described in this document is furnished under a license agreement. The software may be used only in accordance with the terms of the agreement. No part of this training may be reproduced or transmitted in any form or by any means, electronic or mechanical, without the express written permission of SuccessFactors, Inc., an SAP Company.

3 Table of Contents Course Introduction... 1 Goal Management Admin Tasks... 2 Course Objectives... 3 Course Structure... 3 Target Audience... 4 Training Environment... 4 Using this Guide... 5 Additional Resources... 6 Module 1: Working with Goal Templates... 7 Objectives... 7 Lesson 1: Add a New Objective Plan Template... 8 Objective... 8 Goal Template Main Concepts... 8 Adding A Goal Template... 9 Conclusion Exercise Lesson 2: Edit an Objective Plan Template Objective Edit an Existing Objective Plan Main Concepts Sections of the Template Conclusion Exercise Module 2: Managing Objectives Objectives Lesson 1: Import/Export an Objective Library Objectives SuccessFactors Goal Management Admin - i SuccessFactors, Inc.

4 oal Management Importing and Exporting Objective Library Main Concepts Conclusion Exercise Lesson 2: Import Objectives Objectives Import Objectives Main Concepts Conclusion Exercise Lesson 3: Transfer an Objective between Users Objectives Transferring an Objective Main Concepts Conclusion Exercise Lesson 4: Goal Execution Settings Objectives Goal Execution Settings Main Concepts Conclusion Exercise Final Exercise Course Summary Goal Management Admin Extras Objective Plan Permission Association Topic Conclusion Appendix OneAdmin Features - Performance Management Goal Library Sample CSV SuccessFactors, Inc. - ii - SuccessFactors Goal Management Admin

5 Job Aid Reference List Job Aid: Add a New Basic Goal Plan Template Job Aid: Add a New Extended Goal Plan Template Job Aid: Edit the Sections of an Objective Plan Template Job Aid: Export an Objective Library Job Aid: Download Objective Library Template.csv File Job Aid: Import Objective Library Template.csv File Job Aid: Import Goals using Beta Goal Import Job Aid: Import Goals using Import Objectives Job Aid: Transfer an Objective between Users Job Aid: Edit Goal Execution Settings Job Aid: Proxy a User, View Goal Plan, Add and Save Goal to Goal Plan Job Aid: Export Objective Plan Permission SuccessFactors Goal Management Admin - iii SuccessFactors, Inc.

6 oal Management 2012 SuccessFactors, Inc. - iv - SuccessFactors Goal Management Admin

7 Course Introduction Through discussion, demonstration, and hands-on computer lab work, this course uses the concepts and terminology associated with SuccessFactors Goal Management Admin functionality, and helps you develop a working knowledge of this functionality for use in implementing your goal management strategy. You will gain basic skills in how to use SuccessFactors Goal Management as an Admin to import objectives, add and modify objective plan templates, and manage goal settings using the step-by-step, hands-on exercises. During the Admin Intro course, you were introduced to this graphic showing the connection points between the Goal Management, Performance Management, and 360 Reviews modules. Notice that all three modules use the User Data File (UDF). With regard to Goal Management, any changes made to the goals, goal ratings, and permissions set in the goal plan will be reflected in both Performance Management and 360 Reviews (depending on the form settings for those forms, respectively). SuccessFactors Goal Management Admin SuccessFactors, Inc.

8 GOAL MANAGEMENT ADMIN TASKS These are the general tasks for Goal Management Admin. This course will guide you through the steps within each of these tasks. Based on your configuration, you may have different tasks. For example, create/update objective library, importing objectives, and edit goal execution settings are optional based on your specific configuration. Create/Update Goal Template Create/Update Objec4ve Library Import Objec4ves Edit Goal Execu4on 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

9 COURSE OBJECTIVES Upon completion of this course, you will be able to: Add a new objective plan template Edit an objective plan template Import and export an objective library Import objectives Transfer an existing objective between users Edit goal execution settings COURSE STRUCTURE The Goal Management course is divided into modules and lessons. Module 1: Working with Goal Templates Lesson 1: Add a New Objective Plan Template Lesson 2: Edit an Objective Plan Template Module 2: Managing Objectives Lesson 1: Import/Export an Objective Library Lesson 2: Import Objectives Lesson 3: Transfer an Objective between Users Lesson 4: Goal Execution Settings SuccessFactors Goal Management Admin SuccessFactors, Inc.

10 TARGET AUDIENCE SuccessFactors administrators (admins) responsible for: Adding an objective plan templates Importing and exporting objective libraries Importing objectives Transferring objectives between users Editing goal execution settings TRAINING ENVIRONMENT The SuccessFactors system is highly configurable. During this training, you will be working in a representative environment. It may not match your own SuccessFactors configuration at your company. Please note that goal and objective are used interchangeably throughout the software and this document. Also, user refers to the end user or employee. To expand the browser window in Internet Explorer or Mozilla Firefox, use the F11 key SuccessFactors, Inc SuccessFactors Goal Management Admin

11 USING THIS GUIDE This Admin Guide is designed to be used in conjunction with an instructor. The guide provides general information that will be elaborated upon by the instructor. For additional information, refer to the online help. Throughout the guide, you encounter icons that call out various types of information. The following table illustrates how this guide uses icons to indicate different types of comments, activities, labs, etc. that support the text. Icon Definition Note: Indicates additional information that is related to the information presented. Best Practice: Indicates helpful hints and tips or other guidance that further explains the information it accompanies. Exercise: Indicates a hands-on activity for you to complete that helps reinforce the information you just learned. Warning: Warns against particular actions, or that a particular condition might indicate a problem. SuccessFactors Goal Management Admin SuccessFactors, Inc.

12 ADDITIONAL RESOURCES There are a number of additional resources that can provide you more information about SuccessFactors Goal Management. These resources include: SuccessFactors, Inc. website: Online system help Task-specific job aids Success Factors Customer Community: For more information about other courses and registration, contact SuccessFactors University at training@successfactors.com SuccessFactors, Inc SuccessFactors Goal Management Admin

13 Module 1: Working with Goal Templates This module includes two lessons: Lesson 1: Add a New Objective Plan Template Lesson 2: Edit an Objective Plan Template OBJECTIVES Upon completion of this module, you will be able to: Add a new objective plan template Edit an objective plan template SuccessFactors Goal Management Admin SuccessFactors, Inc.

14 Lesson 1: Add a New Objective Plan Template The goal for this lesson is to provide detailed information about adding a new objective template in SuccessFactors. OBJECTIVE Upon completion of this lesson, you will be able to: Add a new objective plan template GOAL TEMPLATE MAIN CONCEPTS A goal template is used to define the fields and sections your users will fill out for their goal plans. Goal and objective are used interchangeably in this document. The configuration you will see is highly dependent on your company s policies, procedures, and business rules. Figure 1. Example of a Goal Plan as seen by a user 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

15 ADDING A GOAL TEMPLATE During implementation, your SuccessFactors consultant may have created goal templates for you. To add a new template, you must select one from SuccessStore or edit an existing template. Currently, there are two templates offered in SuccessStore: Basic Goal Plan, which includes the SMART goal wizard and the SuccessFactors goal library, and the Extended Goal Plan, which includes the SMART goal wizard, the SuccessFactors goal library, Balanced Scorecard categories, and subgoals and milestones. The primary difference between the two goal plans is that the Basic Goal Plan has one category, while the Extended Goal Plan contains multiple categories. When adding a new goal template from SuccessStore, you may preview it to give you a better idea of what it includes. Depending on your configuration, you may also see a preview in additional languages. Figure 2: Goal Plan Templates in SuccessStore SuccessFactors Goal Management Admin SuccessFactors, Inc.

16 Once the plan template has been created, you can make it the default template for users when they login. You may also make templates active (available for use) or inactive. The default setting is active. For viewing purposes, you may sort the templates by using the up and down arrows. Figure 3: Manage Objective Plan Templates Screen Best practices: When editing a goal template, save often to avoid losing any changes. Use year/date stamps in goal template names. Goal plan templates cannot be deleted; avoid creating templates that you do not need SuccessFactors, Inc SuccessFactors Goal Management Admin

17 Job Aid: Add a New Basic Goal Plan Template 1 From the Home page, click the Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools> Company Processes & Cycles> Goal Management. 3 Select Manage Templates. 4 Select the Objective Plan tab. 5 Click Add a New Template. SuccessFactors Goal Management Admin SuccessFactors, Inc.

18 6 7 Select Basic Goal Plan from the list. Select a language to see a preview of the basic goal plan template in that language. 9 Click Add to my Instance Rename the template. Click Save. The new template will open. END 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

19 Job Aid: Add a New Extended Goal Plan Template 1 From the Home page, click the Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools> Company Processes & Cycles> Goal Management. 3 Select Manage Templates. 4 Select the Objective Plan tab. 5 Click Add a New Template. SuccessFactors Goal Management Admin SuccessFactors, Inc.

20 6 7 Select Extended Goal Plan from the list. Select a language to see a preview in that language. 8 Click Add to my Instance Rename the template. Click Save. The new template will open. END 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

21 CONCLUSION In Lesson 1, you were introduced to objective plan templates. Step-bystep instructions were provided and you created a new objective plan template and edited fields. You should now be able to: Add a new objective plan template In the next lesson, you will learn how to edit an existing objective plan template. EERCISE Your manager has given you the following task: Add a new objective template Rename the template so that it ends with your initials Using the information from this lesson and SuccessFactors (online help), perform the task assigned by your manager. SuccessFactors Goal Management Admin SuccessFactors, Inc.

22 Notes 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

23 Lesson 2: Edit an Objective Plan Template The goal for this lesson is to provide detailed information about editing plan objective templates. OBJECTIVE Upon completion of this lesson, you will be able to: Edit an objective plan template EDIT AN EISTING OBJECTIVE PLAN MAIN CONCEPTS Editing the sections of the objective plan template is where you define what the end user will see when they are creating new goals. As an Admin, you can select which categories of goals the end user can choose from (for example, Financial, Learning and Growth, Company, etc.), which fields they will see (for example, start date, % complete, milestones, status), and whether they may use the SMART goal wizard. Figure 4: Example of viewing/updating goals as seen by a user SuccessFactors Goal Management Admin SuccessFactors, Inc.

24 SuccessFactors is pre-populated with at least one objective plan. Rather than adding a new template, you can modify an existing template and save it with a new name. This is useful when major changes to the template are not required, such as tracking additional fields that would assist with organizational planning activities. When creating a new template for a new performance year, you will usually change the dates on the template. Please note that changing the dates for an existing template may hide goals within the plan. For example, template dates of 1/1/ /31/2012 will hide all goals prior to 1/1/2012. Figure 5: Editing a Goal Plan Warning: The Manage Goal Template feature allows you to make common goal plan changes. Attempting to edit complex templates is not recommended. If you have custom-configured goal templates or more complex, customized changes, please contact your SuccessFactors consultant SuccessFactors, Inc SuccessFactors Goal Management Admin

25 SECTIONS OF THE TEMPLATE There are several sections of the template that can be customized: General Settings, Edit Categories, and Edit Fields. What you see within Edit Categories and Edit Fields will depend on your specific configuration. The most common sections are: General Settings This section is where you define the foundational pieces of the goal plan template. You can edit the name of the template (this name will display in your users dropdown list of plan options), change the language of the template, add specific instructions to your users so that they will understand the intent of the goal plan, select the start date that the plan is effective for, select an end date that the plan expires on, and enable the SMART objective wizard (this is recommended, as it guides users through creating goals that are Specific, Measurable, Attainable, Relevant, and Time-bound). Figure 6: General Settings in a Goal Plan Template SuccessFactors Goal Management Admin SuccessFactors, Inc.

26 Edit Categories This section is where you can edit and add categories if you want your plan to be broken down by certain categorizations. Your users will see and choose from these categories when creating a new goal using this goal plan template. Within Edit Categories, you may change the name of the plan category you want to use in your plan and the default language for that category. You may also add a new category or delete an existing category. It is not recommended that you delete an existing category, as it will affect other aspects of the system, like Reporting. Sample categories include: o Financial o Customer o Internal Business Processes o Learning and Growth o Other Figure 7: Editing Categories in a Goal Plan Template 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

27 Edit Fields This section is where you edit and add fields to your goal plan template and choose whether or not the field is required to be completed by the user. You may change the order the fields appear in the goal plan by dragging and dropping the field within the list. You may also personalize elements of each field. Users will see the names of these fields when adding a new goal to a goal plan. Common fields include: o Goal Name o % Complete o Metric o Status o Weight o Milestones o Start Date o Sub-Goals o Due Date Figure 8: Editing Fields in a Goal Plan Template SuccessFactors Goal Management Admin SuccessFactors, Inc.

28 When a user creates a new goal from the goal template you have created, this is what they will see: Figure 9: User creates a new goal according to the goal template 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

29 Job Aid: Edit the Sections of an Objective Plan Template 1 From the Home page, click the Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools> Company Processes & Cycles> Goal Management. 3 Select Manage Templates. 4 Select the Objective Plan tab. SuccessFactors Goal Management Admin SuccessFactors, Inc.

30 5 Select the template to be edited. 6 Click General Settings. 7 Edit the general settings Select Edit Categories. Select the category to edit, or click Add a New Category. Edit the label for the category SuccessFactors, Inc SuccessFactors Goal Management Admin

31 11 To delete a category, hover over the name and click the trash can icon. WARNING: Deleting categories will affect Reporting Select Edit Fields. Select the field to edit. Edit the field To add a new filed, click Add a New Field. Edit the field. To delete a field, hover over the name and click on the trash icon. SuccessFactors Goal Management Admin SuccessFactors, Inc.

32 18 When finished editing, click Save. END 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

33 CONCLUSION In this lesson, you were shown step-by-step instructions for editing an objective plan template. You should now be able to: Edit an objective plan template EERCISE Your manager has given you the following task: Using the objective plan template you created in Lesson 1, edit the dates to start January 1 of next year and to end on June 30 of next year. Using the information from this lesson and SuccessFactors (online help), perform the task assigned by your manager. SuccessFactors Goal Management Admin SuccessFactors, Inc.

34 Notes 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

35 Module 2: Managing Objectives This module includes four lessons: Lesson 1: Import/Export an Objective Library Lesson 2: Import Objectives Lesson 3: Transfer an Objective between Users Lesson 4: Edit Goal Execution Settings OBJECTIVES Upon completion of this module, you will be able to: Import and export an objective library Import objectives Transfer an existing objective between users Edit goal execution settings SuccessFactors Goal Management Admin SuccessFactors, Inc.

36 Lesson 1: Import/Export an Objective Library The goal for this lesson is to provide detailed information about importing and exporting an objective library in SuccessFactors. OBJECTIVES Upon completion of this lesson, you will be able to: Import an objective library Export an objective library Download an objective library template IMPORTING AND EPORTING OBJECTIVE LIBRARY MAIN CONCEPTS This lesson focuses on importing and exporting an objective library and downloading an objective library template. During Implementation, your Success Factors consultant may have imported an objective library for you. This objective library contains a list of goals or objectives that the user can access to manage specific goals for themselves and for their direct reports, depending on the permissions and business processes. You can only associate a goal plan with one library. Best practice: use one goal library SuccessFactors, Inc SuccessFactors Goal Management Admin

37 As an Admin, you may import or export an objective library and then use or modify it as needed. You may also export (or download) an existing objective library template. This is useful if your organization has its own specific categories or goals for end users to add to their own goal plan. Using the Import/Export Objective library option under the Goal Management menu, you can: Download an objective library template as a.csv file by selecting an objective library template from a list of available templates and saving it as a.csv file. Import an objective library by selecting a.csv file (5MB or less), selecting the file encoding, and uploading the file. Make sure that the objective library.csv file that is being imported contains the correct values and is in the correct format. Export an objective library to a.csv file by selecting the library, making sure all languages are selected, and exporting the file. Typically, you export an objective library in order to make changes to it.* To customize a library and associate it with a different template, you must use ML or Success Factory. Not all configurations are supported in Success Factory. For more information, please contact your SuccessFactors consultant. * See general guidelines regarding exported goal library.csv files in the Appendix. SuccessFactors Goal Management Admin SuccessFactors, Inc.

38 Figure 10: Import/Export Objectives Library Warning: There are known issues with Excel removing or corrupting special characters when used for import/export files with language translations. For more information, please contact your SuccessFactors consultant SuccessFactors, Inc SuccessFactors Goal Management Admin

39 Job Aid: Export an Objective Library 1 From the Home page, click the Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools> Company Processes & Cycles> Goal Management. 3 Select Import/Export Objective Library. SuccessFactors Goal Management Admin SuccessFactors, Inc.

40 Locate the Export Objective Library to a CSV file section. Select a library to export. All languages are selected by default. To de- select a language, click the checkbox next to it. Click Export. Warning: There are known issues with Excel removing or corrupting special characters when used for import/export files with language translations. For more information, please contact your SuccessFactors consultant. 8 When the file download dialog box opens, click Save SuccessFactors, Inc SuccessFactors Goal Management Admin

41 9 10 Navigate to the folder where the file will be saved. Click Save. END SuccessFactors Goal Management Admin SuccessFactors, Inc.

42 Job Aid: Download Objective Library Template.csv File 1 From the Home page, click the Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools> Company Processes & Cycles> Goal Management. 3 Select Import/Export Objective Library Locate the Download Objective Library template section. Select a template from the available list. Click Download SuccessFactors, Inc SuccessFactors Goal Management Admin

43 7 When the file download dialog box opens, click Save. 8 9 Navigate to the folder where the file will be saved. Click Save. END SuccessFactors Goal Management Admin SuccessFactors, Inc.

44 Job Aid: Import Objective Library Template.csv File 1 From the Home page, click the Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools> Company Processes & Cycles> Goal Management. 3 Select Import/Export Objective Library SuccessFactors, Inc SuccessFactors Goal Management Admin

45 4 5 Locate the Import Objective Library by uploading a.csv section. Click Import Click Browse to select a file to import. Select the file encoding format from the drop- down list. Click Upload. END SuccessFactors Goal Management Admin SuccessFactors, Inc.

46 CONCLUSION In this lesson, you were shown step-by-step instructions for downloading objective template files and importing and exporting objective libraries. You should now be able to: Export an objective library Download an objective library template Import an objective library EERCISE Your manager has given you the following task: Export the SuccessFactors Goal library in English Using the information from this lesson and SuccessFactors (online help), perform the task assigned by your manager SuccessFactors, Inc SuccessFactors Goal Management Admin

47 Lesson 2: Import Objectives The goal for this lesson is to provide detailed information about importing objectives in SuccessFactors. OBJECTIVES Upon completion of this lesson, you will be able to: Import objectives IMPORT OBJECTIVES MAIN CONCEPTS This lesson focuses on importing objectives into SuccessFactors. Importing objectives allows your organization to update objectives in mass. You would use this functionality at the beginning of a performance cycle, or if you had a departmental goal that needed to be corrected or updated for a group of people. As an Admin, you may import objectives as CSV files (max 25 MB). You may choose to delete any existing objectives that match the imported file, and you can designate the imported objectives as read-only. There are two ways to import objectives into SuccessFactors: Beta Goal Import, and Import Objectives. Beta Goal Import: This is used to generate a CSV file in the correct format. Once the CSV file has been saved to your computer, you can edit the file and then import it into SuccessFactors Goal Management Admin SuccessFactors, Inc.

48 SuccessFactors. All goals are imported as read/write. They are not read only. Import Objectives: This is used to import an existing CSV file. All goals are imported as read-only. Best practice: use Beta Goal Import to generate the right format to use in the CSV file when importing goals. Figure 11: Import Objectives using Beta Goal Import Figure 12: Import Objectives using Import Objectives 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

49 Once you have imported the CSV file, you will see a message about examining the import file for the proper format. Once the import has been processed, you will receive an notification. Figure 13: Import Objectives SuccessFactors Goal Management Admin SuccessFactors, Inc.

50 Job Aid: Import Goals using Beta Goal Import 1 From the Home page, click the Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools> Company Processes & Cycles> Goal Management. 3 Select Beta Goal Import. 4 Click the drop- down list for Available List of Templates. Select the goal plan template you want to update SuccessFactors, Inc SuccessFactors Goal Management Admin

51 5 6 Click Generate CSV Header and save the CSV file to your computer. Add data to the CSV file. WARNING: Do not delete the first five rows in header file within the CSV file. 7 Click Browse. 8 9 Navigate to the CSV file to be imported and select it. Click Open. SuccessFactors Goal Management Admin SuccessFactors, Inc.

52 10 11 Select the correct Character Encoding from the drop- down list. Click Import. A message will appear stating that the file format is being examined and that you will receive an notification regarding the import status. END 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

53 Job Aid: Import Goals using Import Objectives 1 From the Home page, click the Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools> Company Processes & Cycles> Goal Management. 3 Select Import Objectives. 4 Click Browse. SuccessFactors Goal Management Admin SuccessFactors, Inc.

54 5 6 Navigate to the file to be imported and select it. Click Open Select the correct Character Encoding from the drop- down list. Select whether to delete matching existing records. Select whether the imported objectives will be read- only. Click Import. A message will appear stating that the file format is being examined and that you will receive an notification regarding the import status. END 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

55 CONCLUSION In this lesson, you were shown how to import objectives into SuccessFactors. You should now be able to: Import objectives EERCISE Your manager has given you the following task: Import objectives using Beta Goal Import Using the information from this lesson and SuccessFactors (online help), perform the task assigned by your manager. SuccessFactors Goal Management Admin SuccessFactors, Inc.

56 Notes 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

57 Lesson 3: Transfer an Objective between Users The goal for this lesson is to provide detailed information about transferring an objective between users in SuccessFactors. OBJECTIVES Upon completion of this lesson, you will be able to: Transfer an existing objective between users TRANSFERRING AN OBJECTIVE MAIN CONCEPTS Using the Goal Management Admin Tools, you may transfer an existing objective from one user to another. For example, if one person leaves a team and a new person comes in, you would want to transfer goals from the person who is leaving to the one who is coming in to take their place. This feature will transfer the goals from one person to another. The goals would be associated with the same goal template. Transferring the goal will move the goal to the new person. The person who the goal is moving from won t be able to see that goal anymore. When transferring a group goal, be aware that if a user who is the owner of the group goal becomes inactive, that goal will be inactive for all users. SuccessFactors Goal Management Admin SuccessFactors, Inc.

58 Best practice: Import a company goal for each user rather than use a group goal. Figure 14: Transfer an Objective 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

59 Job Aid: Transfer an Objective between Users 1 From the Home page, click the Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools> Company Processes & Cycles> Goal Management. 3 Select Transfer Objective Between Users. SuccessFactors Goal Management Admin SuccessFactors, Inc.

60 4 Next to Transfer From Employee, click Find User. 5 6 Enter search criteria. Click Search Users SuccessFactors, Inc SuccessFactors Goal Management Admin

61 7 8 Select a user from the search results list. Click Close Window. 9 Next to Transfer To Employee, click Find User. SuccessFactors Goal Management Admin SuccessFactors, Inc.

62 Enter search criteria. Click Search Users. Select a user from the search results list. Click Close Window. 14 Click Find Objectives SuccessFactors, Inc SuccessFactors Goal Management Admin

63 15 16 Select the checkbox next to an objective from the list. Click Transfer. END SuccessFactors Goal Management Admin SuccessFactors, Inc.

64 CONCLUSION In this lesson, you were shown how to transfer an existing objective from one user to another user. You should now be able to: Transfer an objective between users EERCISE Your manager has given you the following task: Transfer an objective from one employee to another Using the information from this lesson and SuccessFactors (online help), perform the task assigned by your manager 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

65 Lesson 4: Goal Execution Settings The goal for this lesson is to provide detailed information about goal execution settings in SuccessFactors. OBJECTIVES Upon completion of this lesson, you will be able to: Edit goal execution settings GOAL EECUTION SETTINGS MAIN CONCEPTS The Goal Execution module helps managers and their employees stay on course in achieving individual goals, while helping executives keep a pulse on the company s overall performance. You may only use goal execution settings if you are using alignment and if your organization is updating goals on a regular basis. If your system is configured for goal execution settings, you may change the start date for status reports and can set reminder notifications to occur at specific times. Figure 15: Goal Execution Settings SuccessFactors Goal Management Admin SuccessFactors, Inc.

66 Job Aid: Edit Goal Execution Settings 1 From the Home page, click the Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools> Company Processes & Cycles> Goal Management. 3 Select Goal Execution Settings SuccessFactors, Inc SuccessFactors Goal Management Admin

67 4 Select an objective plan template from the drop- down list. 5 Click the calendar icon to select a start date of the Status Report settings. This date is used for sending reminder and late notifications for the status report. Without this start date, your plan will show an error report. SuccessFactors Goal Management Admin SuccessFactors, Inc.

68 6 Edit the number of days in the text box for Send reminder notification when the last Status Report is days old Edit the number of days in the text box for Send late notification when the last Status Report is days old. Click Save. Click Done. END 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

69 CONCLUSION In this lesson, you were shown how to modify goal execution settings. You should now be able to: Edit goal execution settings EERCISE Your manager has given you the following task: Change the goal execution settings for this year s objective plan so that a late notification is sent when the status report is 14 days old. Using the information from this lesson and SuccessFactors (online help), perform the task assigned by your manager. SuccessFactors Goal Management Admin SuccessFactors, Inc.

70 FINAL EERCISE To review and confirm the changes to you made to the goal plan template, complete the following exercise: Proxy a user, view a goal plan based on a goal plan template you created, add a new goal, and save a goal. Job Aid: Proxy a User, View Goal Plan, Add and Save Goal to Goal Plan 1 From the Home page, click the Admin User menu at the top of the screen and select Proxy Now. 2 3 Start typing a user name; user names will appear in a list as you type. Select a user name from the list. Click OK. 3 Select Objectives from the Home menu SuccessFactors, Inc SuccessFactors Goal Management Admin

71 4 Select a goal plan from the Switch Plan drop down list. 5 Once the goal plan opens, click Create a New Objective. 6 Click Add Objective. SuccessFactors Goal Management Admin SuccessFactors, Inc.

72 7 Enter data into required fields (marked with a red asterisk). 8 Click Save Changes. View the goal within the goal plan. END 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

73 Course Summary Through lecture, exercises, and hands-on computer lab work, this course taught you the basic Admin functionality of SuccessFactors Goal Management. You developed a working knowledge of this functionality for use in implementation of your organization s goal management strategy. You should now be able to: Add a new objective plan template Edit an objective plan template Import and export an objective library Import objectives Transfer an existing objective between users Edit goal execution settings SuccessFactors Goal Management Admin SuccessFactors, Inc.

74 Notes 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

75 Goal Management Admin Extras This section provides some extra learning-related topics, including: Export objective plan permission association OBJECTIVE PLAN PERMISSION ASSOCIATION Within Goal Management, there is the ability to assign specific goal plans to specific people. Export user and objective plan permission association allows the Admin to see which user has been associated to which goal plan. Figure 16: Export Objective Plan Permission SuccessFactors Goal Management Admin SuccessFactors, Inc.

76 Job Aid: Export Objective Plan Permission 1 From the Home page, click the Admin User menu at the top of the screen and select Admin. 2 Navigate to Administration Tools> Company Processes & Cycles> Goal Management. 3 Select Export user and objective plan permission association. 4 Click Export SuccessFactors, Inc SuccessFactors Goal Management Admin

77 5 Select Open to view the.csv file or Save to save it to another location. END Topic Conclusion In this topic, you learned about exporting a user and objective plan permission association.csv file. You should now be able to: Export a user and objective plan permission association file SuccessFactors Goal Management Admin SuccessFactors, Inc.

78 Notes 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

79 Appendix OneAdmin Features - Performance Management Option to upload a template Admin 3.0 (One Admin) Managing Templates SuccessFactory Form Template Administration (legacy) Option to create a new template from scratch Option to add a new template. Option to leverage the SuccessStore for best practice content Option to copy a template Option to edit existing templates. Set templates to active or inactive. See when the template was last updated. See the template description. Configure template permissions Versioning of templates Template Preview. The options you have in the General Settings are the following: Edit the name of the template. Edit the description of the template. Modify the workflow or route map. SuccessFactors Goal Management Admin SuccessFactors, Inc.

80 Admin 3.0 (One Admin) Managing Templates SuccessFactory Form Template Administration (legacy) Select Rating Scale. Option to allow manager to stack rank employees on competency sections. The options you have in the Edit Fields and Sections are the following: Allows you to add a new section. Allows addition and configuration of custom sections Allows you to interchange section positions. For the Employee Information: Edit section name. Edit section description. Edit field display options. For the Review Dates: Edit section name. Edit section description. For the Goals: Edit section name. Edit section description. Select section type (Objective or IDP) and select objective plan. Include the ability to rate objectives SuccessFactors, Inc SuccessFactors Goal Management Admin

81 Admin 3.0 (One Admin) Managing Templates SuccessFactory Form Template Administration (legacy) Include the weighting of objectives. Include comment for each objective. Include an Overall Comment. Display the manager and employee comments on top of each other or side by side. For the Competencies: Edit section name. Edit section description. Set section to auto-populate competencies from the user's job profile. Auto detect core competency assignment Allow addition of custom competencies. Allow editing of custom competencies. Enable show behavior. Enable ratings by behavior. Include rating scale. Include an Overall Comment. Display the manager and employee comments on top of each other or side by side. For the Summary Section: Edit section name. SuccessFactors Goal Management Admin SuccessFactors, Inc.

82 Admin 3.0 (One Admin) Managing Templates SuccessFactory Form Template Administration (legacy) Edit section description. Allow users to add competencies. Option to weight sections equally. Edit goal weight. Edit core values weight. Edit role specific competencies weight. For the Signatures: Edit section name. Edit section description. Include comment. Display the manager and employee comments on top of each other or side by side. For Objective Competency Summary Section: Edit or customize Move to another position in the form by grabbing and re-positioning Form Settings Set default dates for form creation, and notification. Define template flag of public vs private. Set document transfer settings SuccessFactors, Inc SuccessFactors Goal Management Admin

83 Set inactive employee document transfer settings. Set default targets. Admin 3.0 (One Admin) Managing Templates SuccessFactory Form Template Administration (legacy) Set form timeout. Keep last touched version upon Document completion Enable auto logout at session timeout Enable Spell Check Enable Legal Scan Disable spell check on route Disable legal scan on route Enable rich text editing of comment fields Enable writing assistant Disable ask for comment routing Allow add approver/evaluator Hid add signer buttons Bypass draft routing Disable all toolbar buttons Disable buttons (delete, send and open next form, page setup, delete, note, form, 360, info, download, send, send for completed documents) Disable notifications (late, due and step exit) Manage custom layout SuccessFactors Goal Management Admin SuccessFactors, Inc.

84 Disable PDF printing Allow form creator to select anyone as the subject Allow matrix manager to delete document Show on-form workflow options as pulldown list Show signoff routing names in signoff stage Display step start date Enable form title editability in form info page Enable form title editability in form Enable completed form item comment copy Add signers during modification and/or signature stages Hide managers own documents in manager dashboard Configure form creation based on users existing forms Hide the export and export compact buttons Show digital signatures in document print preview Disable due date validation Disable users from changing start, end or due date Enable progress meter Enable SMART goal wizard Admin 3.0 (One Admin) Managing Templates SuccessFactory Form Template Administration (legacy) 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin

85 Show manager rating for first EZ rater mode Prevent forms from being created with overlapping date ranges Validate form dates for incentive eligibility Define PDF file name format Admin 3.0 (One Admin) Managing Templates SuccessFactory Form Template Administration (legacy) SuccessFactors Goal Management Admin SuccessFactors, Inc.

86 Goal Library Sample CSV TYPE Goal Library VERSION 2 ACTION ENTRY_TYPE GUID PARENT_GUID LOCALE ENTRY_NAME HEADER GoalLibraryEntry GUID PARENT_GUID LOCALE name metric desc start due done category weightstate target- base HEADER MetricLookupEntry GUID PARENT_GUID LOCALE description rating achievementachievement- text HEADER Task GUID PARENT_GUID LOCALE target actual start date/due completed/donedesc HEADER Milestone GUID PARENT_GUID LOCALE target actual start date/due completed/donedesc HEADER Target GUID PARENT_GUID LOCALE target actual date ADD GoalLibrary en_us SuccessFactors Goal Library ADD Category en_us Administration ADD Category en_us Administrative Support UPDATE GoalLibraryEntry en_us Reduce overtime hours % by (dateovertime reduction ratexxxx 1/1/2010 3/1/ % Financial 20% On Track UPDATE GoalLibraryEntry en_us Reduce overtime hours % by (dateovertime reduction ratexxxx 1/1/2010 3/1/ % UPDATE MetricLookupEntry en_us Level DELETE MetricLookupEntry en_us Level DELETE MetricLookupEntry en_us Level DELETE Task en_us Resolve all JIRAs on task list b1005 3/15/2010 4/15/ % ADD Task en_us Resolve all JIRAs on task list b1005 3/15/2010 4/15/ % ADD Milestone en_us Tech Spec Completed 1st draft ready 4/15/ % Tech review. ADD Milestone en_us Tech Spec Completed 1st draft ready 4/15/ % Tech review. ADD Target en_us Get TGM- 502 done for b1007 on timealmost on track 6/15/2010 ADD Target en_us Get TGM- 502 done for b1007 on timealmost on track 6/15/2010 these highlighted rows are fixed these highlighted rows are headers of each type of data, user may customize it as needed (means some of the fields may be missing) * For those files without the TYPE/VERSION header, we will use the old goal library import program to handle it. Valid version number is 2. Invalid version numbers will be recognized as latest version. * All exported files will be in the new format. * Headers are case sensitive. * Order of these columns doesn't matter, system will check the header and process them accordingly * ADD means add (report error if GUID exist). UPDATE means update (remove values by set the value as \NULL). DELETE means delete (delete a node will cause all sub- nodes deleted). * Field ACTION/ENTRY_TYPE/GUID/LOCALE/name are required fields * No empty header 2012 SuccessFactors, Inc SuccessFactors Goal Management Admin