SAP Knowledge Base Article - Public

3093343 - Mass Import Personal Goals in Latest Goal Management - 2H 2021

Symptom

As of the 2H 2021 release, it is now possible to mass import Personal Goals in 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

  • With the Latest Goal Management enabled, the "Import Performance Goals" and "Import Development Goals" functions are now available for use.
  • The import functionality will only apply to the supported features of Latest Goal Management. 
  • Once Latest Goal Management is enabled, it will not be possible to import goals to Legacy Goal Plan templates until they are converted. 

How to access the Mass Import Goals feature: 

  1. In Admin Center, select Goal Management to display options
  2. Select "Import Performance Goals" (or "Import Development Goals" from the Development options)

Admin Center Import Performance Goals.png

This opens on the Import Goals page:

Import Goals page.png

Please refer to the Goal Management Admin Guide which outlines how to populate the Import file correctly: Goal Import File Specifications

Import File validation: 

  • Maximum length rules for fields (e.g. name, desc, metric, etc.) will apply.  If the max-length is exceeded there will be an error message. 
  • Maximum/Minimum weight per objective (max-weight-per-obj and min-weight-per-obj) rules will apply. If violated, there will be an error message. 
  • If start/due date fields are not in the range of the Goal Plan start and end dates (obj-plan-start/obj-plan-due dates), there will be an error message. 
  • If there are unsupported fields in the import file (e.g. comments, link, etc.), there will be an error message. 

See Also

Goal Management Admin Guide: Working with the Latest Goal Management

Keywords

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Product

SAP SuccessFactors Performance & Goals all versions