2774216 - Goal Plan User Search, Display and Search Options - Goal Management

• Searches are not returning the expected users
• Can the displayed users (managers, peers, & direct reports) be changed/disabled?
• Can inactive, concurrent, and Global Assignment employees be included in the search?
• Not only names, but also positions of managers, peers, and direct reports are visible within the Goal Plan User Search.

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SAP SuccessFactors Goal Management

The Goal Plan search component has been enhanced in the b1902 release:

• Now, not only names but also positions of managers, peers, and direct reports are displayed by the Goal Plan User Search.
• Type in the combo box to search for other users.
• The Goal Plan search now respects both goal plan access permission and user search permissions. Previously the system only applied Goal Plan Access permissions. 
• Inactive users can be included by selecting the Include inactive users in search checkbox.
• If global assignment and concurrent employee users are enabled at company level in an instance, those users can also be included in the search.
• There will be no Matrix managers/reporters in the hierarchy, but will have Peers instead.

Note: To hide peers, enable Hide Peers through Admin Center > Company Settings > Platform Feature Settings and save the changes.

• Goal Search
• User Search permissions control who will be returned in a search. (See how the User Search permission works via KB article 2768125)
• Goal Plan Access permissions control which goal plan can be seen. (See how the Goal Plan permission works via KB article 2766340)
• Organization Chart Navigation permission controls whether the hierarchy tabs will display i.e. Manager, Direct Reports, Peers.
• Example Scenario:
• UserA has User Search pernission with a target population of "Everyone" and Goal Plan Access Permission with a target population of "everyone in self".
• Using the Goal Plan User Search, UserA searches for UserX. Since UserX falls within the User Search target population UserX appears in the search results.
• UserA clicks on UserX in the search results, but since UserX is not in the target population for Goal Plan Access, UserA gets a message "You do not have permission to access this user's goal plan!"

• Inactive Users 
• Checking the Include Inactive Users in Search checkbox will return results for inactive users, this will also include global assignment and concurrent employee users.

Note: To hide the Include Inactive Users in Search checkbox, disable the Include Inactive Employees in Search permission through Admin Center > Manage Permission Roles > Permission > Administrator Permissions > Manage Users.

For more information about Role Based Permissions and Target Population refer to the Goal Management Admin Guide:

• Using Role-Based Permissions - Permission Role Assignments  
• Role-Based Permissions for Goal Management

Goal Plan Permisssions and General User Permissions:

• How to hide Peers in the Goal Plan User Search
• Unable to Search from Goal Management
• Employee Name is Greyed out in Goal Plan Search

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