SAP Knowledge Base Article - Public

2694234 - Link to Development and Goal Plan in Jump To / Take Action Dropdown Menu

Symptom

How to enable or disable the link to the Development Plan from the 'Jump To' / 'Take Action' dropdown menu in Employee Profile / People Profile and in the My Team Home page tile.

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
  • SAP SuccessFactors Career Development Planning

Reproducing the Issue

  1. Go to People Profile
  2. Click on the 'Actions' tab on the top right
  3. Under 'Jump To' see if the Developmnt Plan link appears

Development Plan Jump to link.jpg

This is also the same for the Take Action option used in the My Team Home page tile:

My Team Take Action Development link.png

Cause

If you wish to have this displayed, then it needs to be enabled in Provisioning by either Support or Partner/ Consultant

Resolution

Only Partners and Support have access to Provisioning.

To enable this go to:

Provisioning search for and enable "My Goals Tab" (also called "My Objectives Tab"):

My Goals Tab_.jpg

  • Once enabled and saved, and you have the permission 'Manage Action Search' defined in RBP you will be able to see the link in the Actions menu. 
  • Note: users will still need permission defined in Role Based Permissions to access the Development and/ or the Goal Plan - depending on which feature you wish to give access to.

Important: Enabling this feature will also add the 'Objectives Plan' link for Goal Management to the 'Jump To' dropdown. One cannot be enabled without the other. This is the current system behavior.

Note: When accessing a goal plan/ development plan through  the 'Jump to' option or a deeplink in a PM form, the system will always direct to the plan of the logged in user and not the user being viewed.
After enabling Latest Goal Management, users also need Goal Management access permission to access.

Keywords

Employee Profile, EP, profile, Actions Menu, Development Plan, Objective Plan, Goal Plan, link, jump to, take action, dropdown, menu , KBA , LOD-SF-CDP-POD , Home Page, Pods and Portlets, To Do List , LOD-SF-GM-POD , Home Page, Pods and Portlets, To Do List , How To

Product

SAP SuccessFactors Performance & Goals all versions ; SAP SuccessFactors Succession & Development all versions