2459278 - Getting Started With SuccessFactors Mobile Goal Management

The SuccessFactors Mobile App allows users to manager goal from supported mobile devices. Based upon the permissions configured in the goal plan, employees can update their goals and managers can update the goals of their direct reports. This KBA outlines how to add, edit, or remove goals using the SuccessFactors Mobile application. For more detailed guidance and a current list of supported features see the Implementing Goal Management Guide: Using Goal Management on Mobile Apps 

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
• SAP SuccessFactors Mobile Application

Supported Devices:

• SAP SuccessFactors Mobile app supports iOS and Android devices, for a list of supported configurations see HXM Suite End User System Requirements: Mobile Application Support for SAP SuccessFactors

Configuration steps:

1. Enable the module: 
• For guidance on enabling SAP SuccessFactors Mobile see the Mobile Deployment Guide
• The Goals feature in Mobile can be turned on or off via Admin Center > Mobile > Enable Mobile Features. For more details see the guide Implementing Goal Management: Enabling Mobile Goals

2. RBP Permissions: 
• Users will need Mobile Access permissions under General User Permissions in permission roles. For more details see the guide Mobile Deployment Guide: Managing Permission Roles
• Visibility of the goal plan is based on Goal Plan Permissions under Goals in permission roles. For a list of RBP Permissions see the Guide Using Role-Based Permissions: List of Role-Based Permissions
• What actions a user can perform (add/delete goals, which fields can be seen/edited...) will be based on the permissions configured in the goal plan XML.
• Note: The Admin Access for Goal ODATA API Export permission is for the Data Protection Officer role only. Do not grant this permission to users other than the Data Protection Officer. If this permission is enabled, mobile users can see previously deleted goals and may encounter system disfunction when they try to add, edit, or delete goals on a mobile device.

3. Accessing your Goal Plan via the mobile application:

Goals iOS – entry points

After signing in, you can either access the Goals feature from the more tab or from the bottom tab as displayed in images

You can add a goal for Performance or Development when scrolling to the end of the screen and tapping on ‘Add Goal’

Goals Android – Entry Point

After signing in, you can access the Goals feature from the navigation menu

You can add a goal for Performance or Development by tapping on ‘Add’ icon at the bottom right of the screen

Accessing the Goal Plan of your direct reports via the mobile application:

1. Launch the SAP SuccessFactors application.
2. Tap the Team tab at the bottom of the application.
3. Tap the member of your team you want to view (It will not be possible to view the goals of other employee that is not within your hierarchy).
4. Scroll to the bottom of the screen and tap Goals.

Implementing Goal Management: Using Goal Management on Mobile Apps

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