2072059 - Beta Goal Import Guide for SuccessFactors Goal Management

This KB article reviews many of the questions surrounding goals and explains how to perform import actions with them.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

SAP SuccessFactors Performance & Goals

Requirements

1. Enable the Goal Import feature via Admin Center > Goal Management Feature Settings.
2. In RBP, grant the permission via Admin Center > Manage Permission Roles > Permission... > Manage Goals > Import Goals.
3. In legacy permissions, the permissions can be granted via Admin Center > Administrative Privileges > Manage Goals > Import Goals.
4. The goal import feature can be accessed from Admin Center > Goal Management > Beta Goal Import.

Generate a Goal Import Template

IMPORTANT: Do NOT re-use an old template or import file! The system generates a unique CSV Header for each goal plan that will only work for one specific goal plan. Generate a fresh CSV template for the goal import:

1. Go to Admin Center > Beta Goal Import.
2. Select the goal plan you want to update.
3. Click "Generate CSV Header" button.
4. Save the CSV file.
5. Populate this header template with your goal data to import (examples are attached to this KB).

Failure to perform this important step could result in goals being imported into the wrong goal plan or your imports failing with errors.

Considerations

Many of the issues below are current feature limitations that will be addressed in future product releases:

• A goal can be updated using either the new or old import feature, as long as you have the GUID for that goal.
• Goals created through the UI can be updated through the import feature.

Note: This is the internal goal ID which is available through the Goal Search export.

• The new goal import can be scheduled through the SuccessFactors Job Scheduler application.
• The total number of goals being imported for all users should be limited within 30,000 goals for add, update, delete, or assign action, meaning you can have one goal in the CSV file being imported for 30,000 users, two goals in the CSV file being imported for 15,000 users, or overall 30,000 goals in the CSV file for different users.
• The recommended maximum number of entries to add, update, delete, or assign is 30,000. This could be 30,000 goals with no sub-goals or 3,000 goals each with 10 sub-goal entries (i.e., tasks, targets, milestones, metric lookup).
• The user name filter is the only filter which supports multiple entries in a single row (separated by semi-colons). All other filter columns only support a single entry per row.
• When updating a goal, only the fields to be updated need to be included in the goal. Leaving values blank will not remove the data from the goal. To remove the data, place "\NULL" as the entry for the column.
• Custom fields to be used as filters must be defined in the data model under <custom-filters>.
• One goal should not be defined twice in the same CSV upload file. This means don't put one row in to add a goal and then another row to update that same goal.
• The calculated goal rating (generated through the metric lookup table) cannot be added/updated through the import. To change or set the calculated rating set values for the actual achievement and metric lookup table
• Date Formats: You must have all date fields in the format mm/dd/yyyy. If, when importing, you get the error message, "due parsing error", open the original file in NotePad, and check the date format. Even though the format might look correct via MS Excel, you need to confirm by opening the file in a simple text editor.
• Ensure the value field is in an upper case format, for example, "Type: OBJECTIVE, METRICLOOKUP".
• Ensure the action value is in an uppercase format, for example, "ACTION: ADD, UPDATE, DELETE".

Configuring Templates To Allow End Users To Import Goals

Managers may be given permission to import goals into their own Goal Plans. As a customer, you do not have access to Provisioning. Please engage a Certified Partner to assist with this configuration. Please reach out to your Certified Partner if you have one or look for one using 2149831 - SAP Professional Services / SAP Certified Partner / SAP Account Management Team [SuccessFactors Cloud].

End User (Non-Admin) Upload for Goal Create/Update/Delete

As a customer, you do not have access to Provisioning. Please engage a Certified Partner to assist with this configuration. Please reach out to your Certified Partner if you have one or look for one using 2149831 - SAP Professional Services / SAP Certified Partner / SAP Account Management Team [SuccessFactors Cloud].

The following needs to be added in the goal plan template for the import from goal plan feature:

<permission for="import-goal">
  <description><![CDATA[ Employees' manager can import the goals from the objective plan. ]]></description>
    <role-name><![CDATA[EM]]></role-name>
    <role-name><![CDATA[E]]></role-name>
</permission>

• With the permission E, an employee can go to his goal plan and upload the goals for himself..
• With the permission EM, an employee's manager can go to the goal plan of his subordinate and upload the goals for him.

Note: For importing the new group goals in the import CSV file, use the TYPE as OBJECTIVE_GROUPV2. The remaining other columns are the same as Personal goals.

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