2457188 - Cannot Add Goal or Competency to Form - Performance Management

The user cannot add objectives or add competencies directly to the form even if  "Allow add objective" and "Allow add competency" are enabled in Manage Templates.

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

SAP SuccessFactors Goal Management

1. Go to Admin Center > Performance Management > Manage Templates > Performance Review
2. Select your template
3. Click on Edit Fields and Sections, and then select a Goal or Competency section
4. Click on Show advanced settings...
5. Check "Allow users to add/remove Goals within the section"  for goals, or "Allow users to add competencies" for competency sections
6. Save the template, and launch the form
7. There will be no "Add Goal/Competency" button on the section

Form templates need to have action permissions configured to allow specific roles access to the button.

1. Open the template in Manage Templates and go to the problem section
2. Click on Show advanced options...
3. Scroll to the very bottom
4. Click on [X] Action Permission(s) defined. Click to modify.
5. Check if there are any existing permissions for "Add Item"
6. Ensure that at least one of them has the type "Enabled," with the exact role specified to have the access as shown below:
   
   
   
   
7. Click Done, and then Save
8. Relaunch the form

KB Article 2086613 - Top 10 Reasons Competencies are Missing in a Performance Form

SF, SuccessFactors, performance, PM, form, action-permission, add-item, PMv12A, advanced options, manage templates, action, permission, add item, add, competency, goal, objective, role, step, route step, field , KBA , LOD-SF-PM-FAM , Competencies Behaviors Families and Roles , Problem