Symptom
How to setup the Objective Rating block in People Profile when using the Configue People Profile tool in Admin Center.
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 Goal Management
Resolution
Note: This first part of the configuration is reserved for Support or Partners, as access to the Data Model is required, as well as to the form settings.
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DataModel Configuration
Add the XML code below for background element Objective Rating to Succession Data Model.
<background-element id="sysScoreCardObjRatingsPortlet" type-id="34">
<label>Objective Ratings Portlet</label>
</background-element>
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Form Template Configuration
In objective-sect, associate the a obj plan id via below attribute
<obj-sect-plan-id>71</obj-sect-plan-id>
If the above was previously added to the xml in the backend, then ignore those steps and move to the next portion.
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Form Goal Rating Creation
- Goal Management
- Go to Goal Management Module
- Select the Goal Template associated with the Form Template
- Create Goals based on this Goal Template
- Performance Management
- Create form either via Admin Center > Launch Form or Performance module (When creating the form via Performance module, grant the form creation permission to the login user via Admin Center > Form Creation Permission)
- Open the form and rate the goal in the Objective section.
- Processes and Form Settings
- Go to Admin Center -> Processes and Form
- Create or edit an existing processes to select the Form Template and Goal Template:
- Configure People Profile Setting
Configure People Profile > General Setting Page, set Talent Data
- Set the Date Range
- Select a process
- Set whether to show data in completed forms
Keywords
SF, Success Factors, GM, employee , KBA , LOD-SF-PM , Performance Management , LOD-SF-EP , People Profile , How To