SAP Knowledge Base Article - Public

3093338 - Change Goal Plan States in Latest Goal Management - 2H 2021

Symptom

As of the 2H 2021 release, Goal Plan State configuration is now supported on the Latest Goal Management.

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

The current Goal Plan State and the target states are available when accessing the goal plan of a user.

If the user accessing the Goal Plan has the "change-state" permission they will be able to select a target state to set the goal plan to:

State Label dropdown goals uxr.png

Example of obj-plan-state configuration:

<obj-plan-states>
<obj-plan-state id="A" default="true">
<state-label lang="en_US">Objective Setting</state-label>
<state-label lang="es_ES">Establecimiento de objetivos</state-label>
<action-label>change</action-label>
<permission for="change-state">
<description><![CDATA[No one may change the state]]></description>
<target-state><![CDATA[B]]></target-state>
<target-state><![CDATA[C]]></target-state>
<target-state><![CDATA[D]]></target-state>
<role-name><![CDATA[E]]></role-name>
<role-name><![CDATA[EM]]></role-name>
</permission>
<permission for=....

Goal Modification Notification

  • This notification template now includes a setting "Changes to goal plan state". 
  • When this setting is enabled, this notification will include the user who changed the goal plan state, and what the current goal plan state is now. 

Email template settings - changes to goal plan state.png

  • The notification will be triggered to the "state owner" but will not send to the action taker themselves (i.e. the user who changed the state).
  • In the above XML example of obj-plan-state configuration which shows the change-state permission is granted to both E and EM roles (Employee and Manager). 
  • If the Manager changes the state of the goal plan, the Goal Modification Notification will send to the Employee only (as the Manager changed the state, there is no need to notify themselves of this). 
  • The Goal Modification Notification will include goal plan state changes that are triggered by Performance Form Routing configuration too. 

Important Notes: 

  • The action-label element is no longer applied in Latest Goal Management to change states.
  • The dropdown Goal Plan states menu respects the sequencing defined for the target states.  See above XML example of obj-plan-state showing target states sequenced as B, C, D. 

See Also

Goal Management Admin Guide: Goal Plan States

Keywords

TGM, CDP, Goal Management, Objective, Career, Development, Plan, Template, State, obj-plan-state, permission, state-label, latest version, legacy, conversion, converted, locked, unlocked, target, form, routing, performance form, route, goal modification notification, email, e-mail, setting, owner, change-state, create, cascade, field permissions, mobile, app, SF, role, XML, TGM-10957 , KBA , LOD-SF-GM , Goal Management , LOD-SF-CDP , Career Development Planning , Product Enhancement

Product

SAP SuccessFactors Performance & Goals all versions