SAP Knowledge Base Article - Public

2089432 - SF Performance and Goals Integration with MS Outlook Calendar

Symptom

This article explains how to integrate with MS Outlook Calendar with SuccessFactors Performance and Goals?

Environment

  • SAP SuccessFactors Performance Management
  • SAP SuccessFactors Goal Management

Resolution

With just one click on the calendar icon you can instantly add a Performance Review, 360 Review, or Goal Setting event to your MS Outlook calendar, making reminders a more convenient part of your daily routine. You’ll see this calendar icon in the toolbars of your Performance Review forms and 360 Review forms. It also displays in the Action columns of your Goal Plans and your MyForms page. This feature supports latest version of Outlook for Office, Office 2010, 2007, & 2003 Outlook calendars.

How can I turn on the MS Outlook Calendar integration?

As the Admin, go to

  1. Admin Center.
  2. Company Settings > Company System & Logo Settings.
  3. Select the "Outlook Calendar Integration" checkbox.
  4. Save.

How can I add the calendar option to the email notifications?

Once you turn on the calendar option, you can modify your email notification templates. To do so go to:

  1. Admin Center > Email Notifications Template Settings.
  2. For each email template you want to include the calendar icon, copy this text (exactly as you see it here) in the body of the email message: [[CMD_ATTACH_CALENDAR]]
  3. Save.

Once you save your changes, the calendar integration is available for your entire company.

Keywords

MS Outlook integration, outlook and sf, Microsoft Outlook, Outlook Calendar Integration, PM, Performance Management, TGM, Goal Management, 360 Review, Goal Setting, reminder, event. , KBA , LOD-SF-PM-EML , Emails and Notifications , LOD-SF-PLT , Platform Foundational Capabilities , LOD-SF-GM-EML , Emails, Notifications & Alerts , How To

Product

SAP SuccessFactors HCM Core all versions ; SAP SuccessFactors Performance & Goals all versions