2072180 - Text Replacement Options for Goal/Objective Plans

What are the options available for replacing the default system text in our goal plans?

There is an existing Improvement Request to offer these configurations in a future release as self-service in the Admin Center, as opposed to XML manipulation: Goal Management XML & Configuration in Admin center. Please vote on it to let Product Management know the functionality is important to your organization.

SAP SuccessFactors Goal Management

I. Manage Templates

• Template Name. Go to Admin Tools > Goal Management > Manage Templates > Goal Plan tab > Select template > General Settings > Name
• Category Names. Go to Admin Tools > Goal Management > Manage Templates > Goal Plan tab > Select template > Edit Categories.
• Can also change the category names for each language in your instance. Click on Change Language, then customize the label and save. Repeat for each language to update.
• Field Names: Go to Admin Tools > Goal Management > Manage Templates > Goal Plan tab > Select template > Edit Fields.
• From here you can also change the field names for each language in your instance. Click on Change Language, then customize the label and save. Repeat for each language to update.

II. Text Replacement

• Go to Admin tools > Company settings > Text Replacement. You may want to keep text starting with $ or appears in { } as this represents variables that will dynamically substitute the terminology setup in Provisioning (e.g. "goals" vs "objectives").
• More information is in Managing Languages and Customizing UI Labels - Text Replacement
• Note: Your browser may cache the old settings and you may need to refresh your browser to see the new text.

III. Manage Languages

For more information, please refer to:

• Managing Languages and Customizing UI Labels - Manage Languages
• 2576546 - Using the Manage Language Feature to Change Labels in SuccessFactors

• KBA 2088583: Navigation: Changing or Renaming Menus Tabs and Subtabs in BizX Modules - Platform

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