SAP Knowledge Base Article - Public

2072128 - Link a Goal Management Plan to a Performance Management Form


This article describes how to change a Goal Plan linked to a Performance Management Form template using Manage Templates.

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 Management
  • SAP SuccessFactors Goal Management


The steps below will help make the proper changes using Manage Template.

  1. Navigate to Admin Center > Performance Management > Manage Templates.
  2. Select the Performance Review tab.
  3. Select the template you want to link the goal plan to.
  4. Click Edit Fields and Sections.
  5. Select the Goal section.
  6. From Choose which goal plan you want to link, select the desired Goal Plan from the drop-down list.
  7. Click Save at the top left side of the window.

**Note: This setting does not update live forms. Any forms launched with the incorrect goal plan attached will need to be deleted and relaunched. It is not possible to reconfigure live forms.**

Goal Plan Selection.jpg


associate PM GM PMGM objective SF success factors Human Capitol Management , KBA , LOD-SF-GM-TMP , Template Management , How To


SAP SuccessFactors Performance & Goals all versions