2775631 - Explanation of Goal Plan Field Permissions - Goal Management

This article explains the field permissions available in the Goal Plan XML Template.

• Additionally, you can vote and comment in the Customer Influence ideas that were addressed on this topic, asking our Product Management Team to offer these configurations in a future release as self-service in the Admin Center, as opposed to XML manipulation. Your votes help us to prioritize ideas that we will consider for upcoming product releases. For Goal Management please refer to the Improvement Request 211002.

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SAP SuccessFactors Goal Management

The field permission element defines the access permissions to specific fields of a goal. Field permissions are scanned in XML source order.

The last applicable permission is the one used. For example, it is not uncommon to restrict access to all fields and then selectively allow permissions.

Action Permissions should be considered when granting Field Permissions - Users who can create or cascade goals should also be able to write to all fields or at minimum all required fields in a goal plan.

Field Permissions Explained

• none - No access to the field by the specified roles is allowed
• read - The user may read the fields
• write - The user has both read and write access to the fields 

Example XML Configuration

  <field-permission type="write">
    <description><![CDATA[The Manager may write to all fields]]></description>
    <role-name><![CDATA[EX]]></role-name>
    <field refid="name"/>
    <field refid="metric"/>
    <field refid="start"/>
    <field refid="due"/>
    <field refid="state"/>
    <field refid="done"/>
  </field-permission>

  <field-permission type="read">
    <description><![CDATA[The Employee has read access to the fields]]></description>
 <role-name><![CDATA[E]]></role-name>
    <field refid="name"/>
    <field refid="metric"/>
    <field refid="start"/>
    <field refid="due"/>
    <field refid="state"/>
    <field refid="done"/>
  </field-permission>

  <field-permission type="none">
    <description><![CDATA[The Matrix Manager has no access to the fields]]></description>
    <role-name><![CDATA[EX]]></role-name>
    <field refid="name"/>
    <field refid="metric"/>
    <field refid="start"/>
    <field refid="due"/>
    <field refid="state"/>
    <field refid="done"/>
  </field-permission>

NOTE: 

1.To make changes in the Field Permissions on the Goal Plan XML Template, please contact your Implementation Partner. If you don't have a Partner, you can find for SAP Certified Partners via the SAP Partner Finder or, alternatively, speak with your Account Executive or Customer Engagement Executive about Professional Services options.

2.For a newly added field to appear in the Goal Plan or Development Plan, Read and Write permissions must be configured for all relevant states (for example: New, In Progress, Completed, etc.).

  If permissions are missing for any state, the field will not be displayed as expected.

Goal Plan Field Permissions

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