SAP Knowledge Base Article - Public

2457856 - Enforcing Minimum and Maximum Number of Goals/Objectives in a Performance Management v12 Acceleration Form

Symptom

  • Users are able to finalize Performance Management forms with no or too few goals within the goal section.
  • This KB article explains how to enforce the minimum/maximum number of goals/objective in a Performance Management Acceleration 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

  • SAP SuccessFactors Performance and Goals
  • Performance Management v12 Acceleration
  • Goal Management

Reproducing the Issue

  1. A user sends a PM form to the next step with no goals/objectives or too few goals/objectives in the Goals/Objective section.
  2. Although the goal plan XML may be configured with minimum number of goals, the form moves to the next step.

Cause

  • The minimum/maximum validation in Goal/Objective Plan provides "soft" warnings and are not enforced (i.e. nothing is stopping the user from not meeting the limits configured) as explained in article 2072231.
  • The PM v12A template must be configured to enforce minimum/maximum number of goals.

Resolution

To set the minimum and maximum number of goals in the goal/objective section of a PM form;

  • Go to Admin Center > Perfomance Management > Manage Templates 
  • Click on the Performance Review tab
  • Choose the current template name.
  • Expand Edit Fields and Sections.
  • Select Objectives/Goals (Label may be other custom label), and click on the Show Advanced Options link
  • Enter the values for the minimum and maximum number of goals desired
  • Make sure the option Allow users to add/remove Goals within the section is enabled
  • Save the template 

Note: Changes made to the template will not affect live forms, for chages to take effect new forms will need to be launched.

Peform Review.png

template select.png

The settings below have an impact on what is brought over to the performance form from the goal plan, the users will need to have the ability to add/remove goals:

Impact on Setting.png

See Also

 Performance Management v12 Acceleration - Performance Goals: Advanced Options 

Keywords

SF success factors min max prevent moving to next step pmv12a goal count , KBA , features and functionality , goal limit , goal number , troubleshooting , review , LOD-SF-GM , Goal Management , LOD-SF-PM , Performance Management , Problem

Product

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