Symptom
- The Add Existing Objective Button can be used when the Performance Form is not set to auto populate objectives from the Objective Plan to the Performance Form.
- This allows the permissioned user to choose which objectives they wish to manually add from their Objective Plan to the Performance Form.
Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.
Environment
SuccessFactors Performance Management
Reproducing the Issue
- Open the Performance Form
- Go to the Goal Section
- Click on the +Add Existing Goal Button
Resolution
The Performance Form template can be configured to show or hide the "Add Existing Objective" button. This is done through Manage Templates as follows:
- Go to Admin Center
- Select Performance Management > Manage Templates
- Click on Performance Review, then select your template
- Click on Edit Fields and Sections
- Select the Goal section
- Uncheck "Show Add Existing Objective button"
- Click Save
NOTE: As this is an edit on the template level, you will have to relaunch forms.
Keywords
performance, pm, form, review, goal, objective, section, add existing goal, show add existing goal button, manage templates, settings, permissions, previous, year, annual, goal plan, objective plan, check, uncheck , KBA , LOD-SF-PM-GM , Goals in PM Form , LOD-SF-GM , Goal Management , How To