Symptom
Environment
- SAP SuccessFactors Career Development Planning
- SAP SuccessFactors Goal Management
- SAP SuccessFactors HCM Suite
- SAP SuccessFactors Performance Management
Reproducing the Issue
- Navigate to Home Page
- In 'For You Today', cards are present for overdue goals that have already been completed
Cause
The goal status does not match the completion state configured in the Goal Plan
Resolution
Update the Goal Status to Match the Completion Status
- Navigate to Admin Center > Manage Templates
- Select the Goal Plan tab or the Development tab
- Select a goal plan
- Navigate to Edit Fields > Status section
- In the Dropdown Options section:
- If an option is already selected for Trigger Completion, navigate to the goal plan and update the goal status to match the option selected for Trigger Completion.
- If an option is not selected for Trigger Completion, the system references the last value in the Dropdown Options list as the completion state. Navigate to the goal plan and update the goal status to match the last value of the Dropdown Options list.
Update the Dropdown Options Order in Manage Templates
- Navigate to Admin Center > Manage Templates
- Select the Goal Plan tab or the Development tab
- Select a goal plan
- Navigate to Edit Fields > Status section
- You can leave the Trigger Completion blank. In the Dropdown Options list, locate the status you want as the completion status. Select the down arrow to move the status to the bottom of the list.
- In the top of the goal plan, select Save
- Navigate to the user's goal plan and resave the goal to remove the card from the home page OR select the Mark as Complete button on the goal card on the home page
Configure the Trigger Completion Field
- Navigate to Admin Center > Manage Templates
- Select the Goal Plan tab or the Development tab
- Select a goal plan
- Navigate to Edit Fields > Status section
- In the Dropdown Options section, locate the Trigger Completion field and select a status to indicate a goal is completed
- In the top of the goal plan, select Save
- Select the Refresh button > OK
- Notes:
- This will trigger a job to refresh the goal cards in the goals landing page and home page, and the job can be monitored in Scheduled Job Manager
- The job can take up to an hour to complete based on the number of goals to be refreshed.
- Only goals for which the user has relevant field permissions will be refreshed.
- Notes:
Remove Goal Cards from the Home Page
Follow the steps in Managing the Home Page - Removing Some Card Types from the Home Page.
Note:
- It will take 1-2 hours for the card type to be disabled
- The Deletion job will delete all the existing Goal Cards from the instance
- After re-enabling the goal card, the system will not generate cards for the In-Progress Goals. The cards will be generated only for the new goals.
See Also
Keywords
success factors, GM, PMGM, SF, incorrectly displaying, completed objectives, CDP, Manage Card Settings, Scheduled Job Manager, over due, completion, completing, old, prior, WEF-31753 , KBA , LOD-SF-GM-POD , Home Page, Pods and Portlets, To Do List , LOD-SF-CDP-POD , Home Page, Pods and Portlets, To Do List , LOD-SF-PM-GM , Goals in PM Form , LOD-SF-PLT-LHOM , Latest Home Page , Problem