2086509 - Private Development Goals are showing in Performance Forms

Development goals defined as private in Development Plan page, are showing in performance form, when users other than self are seeing the goals. However, It is working correctly with objectives from Goal Management.

SAP SuccessFactors Career Development Plan

The element private-access only applies within the development or standard goal plan. 

Currently, if these goals are pulled into a PM form, roles other than E will by default now be able to see the goals.

To prevent this there are two approaches:

1. You have two goal plans, one that is used by employees for sole purpose of storing private goals so these will never be pulled into a PM form, and another for the other development goals that you will want to use in PM forms;
2. You set up the development goal plans with categories, and designate a specific category that employees must put all private goals into. Then on the PM forms, you can add category filters to include or exclude certain categories on the PM form.

EXAMPLE

A PM form might have a goal section linking to a CDP plan that has various categories. In the PM template you define which categories you want to show or exclude:

         <obj-sect-type><![CDATA[plan]]></obj-sect-type>

         <obj-sect-plan-id>2003</obj-sect-plan-id>

         <obj-category><![CDATA[Customer]]></obj-sect-plan-id>

         <obj-category><![CDATA[Financial]]></obj-sect-plan-id>

NOTE: This cannot be added or changed on live forms and must be implemented on the master template before you launch your PM forms.

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SAP SuccessFactors Succession & Development all versions