SAP Knowledge Base Article - Public

2207136 - Why is there a To-do Item to review my teams individual objective plans in the to do list? - Goal Management

Symptom

To-Do List shows a new item to review individual objective plans

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

todo.jpg

Environment

  • SAP SuccessFactors Employee Central
  • SAP SuccessFactors Goal Management

Cause

  • To support the need for greater automation of actions across the HCM suite, we have begun an initiative to trigger events in Goal Management as a result of events that occur in Employee Central.
  • This initiative is known as “Smart Suite.” In this enhancement, when a new manager is created in the Employee Central, tool, the goal module will automate a “To Do” for the manager on their home page –informing them of a responsibility to review their new team’s goal plan.
  • Events in EC that might trigger this include: Manager change (where employee(s) are moved to a new manager, individual contributor becomes manager, and first time manager.
  • For this to work, the customer must have  Employee central  

 

Resolution

  • The “To Do” is removed from the list once the manager has clicked on each direct report goal plan link from the To Do tile.
  • The Option is Configurable via the EC rules engine. Users may choose to opt-out of a “ToDo” message.

 

Keywords

KBA , LOD-SF-GM-POD , Home Page, Pods and Portlets, To Do List , Product Enhancement

Product

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