Symptom
- The Goal Initiatives still appear in the user's goal plan after the user is no longer part of the granted group.
- Goal Initiatives still appear in a user's goal plan after the user has changed department / division / location (for example).
Environment
SAP SuccessFactors Goal Management
Reproducing the Issue
- Go to Admin Center > Goal Management > Manage Initiatives.
- Create a Initiative Group and include some initiatives.
- Click the Action icon > Assign > choose "Department" as the criteria and select Department "HR" > then select some Goal Plan > click "Done".
- Proxy as user A (who belongs to department "HR") and go to its Goal Plan > add a goal > see the initiatives from the group you just created are available.
- Become the admin again > change the department of user A to "Sales".
- Proxy as user A (who now belongs to department "Sales") and go to its Goal Plan > add a goal > see that the initiatives from the group assigned to users from department "HR" is still available for user A to select.
Cause
Even though the user assignments to groups are refreshed automatically, the Goals module does not monitor those user assignment changes to unassign / assign Goal Initiatives.
Resolution
Administrators need to manually refresh the assignment of Goal Initiatives, which can be done by re-saving the assignment of the initiative groups:
- Go to Admin Center > Goal Management > Manage Initiatives.
- For the Initiative Group Names who changed its membership > click on the Action icon > Assign.
- The Initiative Group Assignment dialog will appear > Save it without making any changes.
- This refreshes the assignment of this Initiative Group to the users.
See Also
Keywords
initiatives still remain assigned to user left group objective , KBA , LOD-SF-GM , Goal Management , LOD-SF-GM-ADM , Admin Tools, Settings, Permissions , Problem
Product
SAP SuccessFactors Performance & Goals all versions