2172251 - Goal Plan fields not visible on the PM form - Goal Management

• The Goal Plan fields are not visible on the Performance Management (PM) Form.
• What are the necessary requirements to enable the Goal Plan field in a PM form?
• What permissions will need to be configured to make the Goal Plan visible for specific roles?

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• SAP SuccessFactors Performance Management
• SAP SuccessFactors Goal Management

There are two possible causes:

1. The Role permissions being set to specific criteria on goal plan;
2. The incorrect XML configuration on the goal plan XML.

To configure the correct permissions, the goal plan configuration must be checked to ensure the roles (E, EM, EH, etc.) have read/write permissions correctly set up.

If the goal plan fields are visible on the goal plan in the Goals tab, but they are not visible on the PM form, verify the settings in the Goal Plan Template.

To complete tasks in Provisioning, engage your Implementation Partner. If you don't have a Partner, you can find for SAP Certified Partners via the SAP Partner Finder or, alternatively, speak with your Account Executive or Customer Engagement Executive about Professional Services options.

1. Export the affected goal plan XML in provisioning;
2. Verify if the required code exists under <form-layout> section (end of the template code, as this is goal plan field permission on the PM form);
3. In the <form-layout> section, if not already configured, add the goal plan fields to be displayed in the PM form;
   Example: If we want to add “Start” field on the PM form, add the below code in the form layout section: 
   <td width=”20%”>#if($display.start) <b>${label.start} :</b>#end</td>
   
   
   
   
   
   
4. Save the goal plan template and import it back;
5. The "Start" field from goal-plan will start showing in the PM Form.

NOTE: XML changes to the goal plan template will automatically apply to all live PM forms.

2682596 - Change Order/Display of Goal Plan Fields in Performance Form

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