3696349 - Custom Calculation is Goal Plan

Calculated field in Goal Plan

Calculated fields provide a very powerful feature in Performance and Goal Management (PMGM) module.

The PMGM module comes with a set of generic goal plans in DEMO INSTANCES.

The ‘Goal Plan with Metric Table’ already has a calculated field, which auto-populates based on the value of the field provided. 

SAP SuccessFactors Goal Management

Goal Plan: Goal Plan with Metric Table

In the front end (Instance), the 'Forecast' field is a calculated field, which auto-populates based on the values provided in the field named ‘Actual’ – Actual Percent of work done.

Figure 2: Accessing Goals: Module Tab > Objective > Select goal Plan associated with the employee from the goal drop down

Figure 3: Adding an Objective with Calculated Fields

Backend Configuration

The goal plan can be configured via XML file, that needs to be download from the Provisioning (backend).

Figure 4: XML Coding for the calculated field - Here we are using a field called ‘Forecast’, that calculates the success rate based on the start date, end date and days to perform the task. 

Linking Goal to Performance Form

The goal can then be added to the performance form and the calculated fields can be seen: 

Use case

• To create an Annual Evaluation form for a recruiter that is based on his/her hiring goal, for ex: improvement or maintained the hiring cycle.

The hiring cycle is defined by a score which is in turn measured by comparing the factor generated by calculating # of days and # of hires with a metric table.

• Creating an Employee's goal that aligns/ supports Strategic Goal: for ex: increasing employee engagement by defining a calculator that will calculate the run rate for a goal. Actual / (today - start date) represented in months

Some examples of commonly requested calculated fields are:

• Goal Score: Rating x Weight
• Run Rate: Actual / (Current Date – Start Date)
• Year End Forecast (based on current Run Rate): Run Rate x (Due Date – Start Date)
• Target Run Rate: Target / (Due Date – Start Date).
• Year End Forecast (based on Target Run Rate): Actual + (Target Run Rate x (Due Date – Current Date))
• Proposed Run Rate: (Target – Actual) / (Due Date – Current Date)

Use Case: Define a calculator that will calculate the run rate for a goal. Actual / (today - start date) represented in months

<calculator id="runRate">

    <![CDATA[actual_achievement/FUNC.diff(NOW, start, MONTH)]]>

</calculator>

<auto-population field= "run-rate" mode= "auto">

     <rule><calculated-result calculator-id= "runRate"/></rule>

</auto-population>

Example: Logical & Comparison Operators

Use Case: Define the probability of success for a goal based on the percent achievement (actual/target). If % achievement is greater than 75%, then probability of success is High. If % achievement is between 45% and 75% then probability of success is Medium. Anything less than 45% is Low.

<calculator id="ruleCondition1"><![CDATA[(bizx_actual/bizx_target)*100 >= 75]]></calculator>

<calculator id="ruleCondition2"><![CDATA[(bizx_actual/bizx_target)*100 < 75 && (bizx_actual/bizx_target)*100 >= 45]]></calculator>

<calculator id="ruleCondition3"><![CDATA[(bizx_actual/bizx_target)*100 < 45]]></calculator>

 

<auto-population field="bizx-pos" mode="auto">

  <rule>

               <rule-condition calculator-id="ruleCondition1"></rule-condition>

                 <calculated-result calculator-id="posHigh"/>

  </rule>

  <rule>

                 <rule-condition calculator-id="ruleCondition2"></rule-condition>

                 <calculated-result calculator-id="posMed"/>

  </rule>

  <rule>

                <rule-condition calculator-id="ruleCondition3"></rule-condition>

                <calculated-result calculator-id="posLow"/>

  </rule>

</auto-population>

 

Calculation,Goal Template,Goal Plan,Custom,Goal Management , KBA , LOD-SF-GM-TMP , Template Management , How To

SAP SuccessFactors Performance & Goals all versions