3655994 - Unable to add RBP-created roles in the Goal Plan - Goal Management

Unable to assign a specific user in the "U" role, or a roles created in RBP to make changes in the performance goal plan.

SAP Successfactors Goal Management

1. Attempt to assign the following code in an objective goal plan: <role-name><![CDATA[(RBP Role Name)]]></role-name> 
2. Observe that the user defined in the role cannot make any change to the goal, see the goal, or change its status

This is expected behavior. 

These are the only supported roles at this time: Roles in Goal Plans.

The goal plan is designed to be accessed through organizational relationships, form access, or cascader relationships, which helps prevent unintended visibility. As a result, it does not operate in the same way as Role-Based Permissions (RBP). Therefore, it is not possible to define a specific RBP group or role within the role-name attribute of the XML template.

If there is no existing relationship, it is possible to use the asterisk (*), which grants access to all users. Supported roles in the goal plan are based on relationships—such as E (Employee), EM (Employee's Manager), EH (Employee's HR), or other roles as stated in Roles in Goal Plans. If a user does not have a direct dependency or relationship with the individual but still requires access to goals, the asterisk role would be the appropriate option to use. 

If this functionality is important to your business needs, we encourage you to submit an enhancement request to our Product Management team here: KBA 2090228. 

Roles in Goal Plans

Cascader-role functionality - Goal Management

User Roles in SuccessFactors Talent Modules

rbp, role, cascader, form viewer, permissions, supported roles, goal plan, objective plan, goal plan xml, provisioning , KBA , LOD-SF-GM-TMP , Template Management , Problem