Symptom
When users access their performance forms, they don't have the ability to add goals.
Environment
- SAP SuccessFactors Performance Management
- SAP SuccessFactors Goal Management
- SAP SuccessFactors Career Development Planning
Reproducing the Issue
- Log in to system
- In the module picker, select Performance
- Select a performance form
- There is no add goal buttom in the goal section.
Cause
- Create permission is missing in the goal plan
- Role-based permissions (RBP) have not been granted for users to access the goal plan (Latest Goal Management Only)
- Goal plan templates are not coverted to Latest version which will make the goal templates as read only mode.
- Allow users to add/remove Goals within the section is not enabled in the performance form
Resolution
To allow users to add goals to forms:
- If you're using legacy Goal Management, ensure users have the "create" permission in the goal plan template
- If you have upgraded to Latest Goal management , ensure you have converted the goal plan templates to latest version to see "Add goal" button in PM form and edit the goal fields.
- If you're using latest Goal Management, ensure users have both the "create" permission in the goal plan template and the role-based permission for the goal plan template.
Create permission is missing in the goal plan
As a customer, you do not have access to Provisioning. Please engage a Certified Partner to assist with this configuration.
Please review Implementing and Managing Goal Management - Action Permissions or Implementing and Managing Career Development Planning - Action Permissions.
Role-based permissions (RBP) have not been granted for users to access the goal plan (Latest Goal Management Only)
This change is announced in Implementing and Managing Goal Management - Supported and Unsupported Features. You can follow the steps in Using Role-Based Permissions - Updating a Permission Role to grant the Goal Plan Permissions permission.
Allow users to add/remove Goals within the section is not enabled in the performance form
Please review Implementing and Managing Performance Management - Goal Section to enable Allow users to add/remove Goals within the section.
See Also
- Implementing and Managing Goal Management - Action Permissions
- Implementing and Managing Career Development Planning - Action Permissions
- Implementing and Managing Performance Management - Goal Section
- Using Role-Based Permissions - Updating a Permission Role
- Implementing and Managing Goal Management - Supported and Unsupported Features
Keywords
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