Symptom
This KB article explains how to properly use Beta Goal Import to update existing goals in SuccessFactors Goal Management
Environment
SAP SuccessFactors Performance & Goals
Resolution
Create Goal Through UI, Update Goal Through Import
This is supported by updating the goal using the goal's internal ID:
- Find the goal's internal ID (Goal Search classic report, Ad Hoc Goal Management Report or Goal ID if displayed directly in goal plan).
- Download the import template CSV header
- Enter a row to update the goal putting the internal goal ID in the ID column.
- Upload the import file.
Create Goal Through Import, Update Goal Through Import
- There are two options in this scenario.
- Either update the goal by internal goal ID, as in the previous scenario, or update the goal by GUID.
Create Goal Through UI, and Sub-Goal Through Import
- To add sub-goal tables (Tasks, Targets, Milestones, Metric Lookup) you will need to know the goal's internal ID.
- When defining the sub-goal rows, reference the internal goal ID of the goal.
- The sub-goal rows should also be added.
Create Sub-Goal Table Through Import, Update Sub-Goal Table Through Import
- The update CSV file will be exactly the same as the create CSV file except the ACTION will be set to UPDATE.
- Subgoal table rows are currently only updated using their SUBGUID.
Create Sub-Goal Table Through UI, Update Sub-Goal Table Through Import
- Currently not supported.
Creating Goals that Use Numeric and Text Achievements in the Metric Lookup Table
- This scenario has a goal plan configured to support both numeric & text target achievement columns in the metric lookup table (achievement & achievement-text).
- When this happens, the CSV template includes the additional column, "OBJECTIVE_NUMERIC_METRIC_LOOKUP_TABLE".
- This column specifies for the goal which achievement should be used in the metric lookup table (numeric/achievement or text/achievement-text).
- Supported values are Y/N, 1/0. A "Y" or "1" represents that the goal will use the achievement/numeric.
See Also
Keywords
sf, success factors, PMGM, GM, objective , KBA , LOD-SF-GM-REP , Reporting and Data Imports Exports , How To
Product
SAP SuccessFactors Performance & Goals all versions