In Manage Business Configuration UI

In Configure People Profile

In Picklist Center

In the Succession Data Model

Custom section

Customized Weighted Rating section

Obj/Comp Summary section

Signature section

A goal in a performance management form that is in progress will be outdated if the goal is edited from the Goal Plan.

The list of assigned competencies might be outdated after a change of job code if performance forms have NOT been opened.

If the performance form has NOT been opened since the last modification coming from Goal Management, the form that might be used by Variable Pay will include outdated Goal Management data.

Performance management reports might include expired Goal Management data if performance forms have NOT been opened since the last modification from Goal Management.

Copy an existing DTD file and save it as a goal plan template file.

Copy an existing goal plan and save as a new version in Admin Center.

Copy an existing goal plan XML, change the plan ID to a unique ID, and import it in Provisioning.

Download a template from SAP SuccessFactors Community.

Download a template from the SuccessStore.

When a user creates a goal outside the minimum/maximum goal limits, the system provides a hard warning and the user CANNOT proceed.

When the user creates a goal, the minimum/maximum limit for the overall goal must be defined.

When the user creates goals, the same minimum/maximum value must be used for each of the goals.

When a user creates a goal outside the minimum/maximum goal limits, the system provides soft warnings and the user can proceed.

Custom roles CANNOT be included as participants.

Categories can always be removed if the user has permissions to edit the section.

The list pre-populates with participants based on the relationship of their role to the employee being evaluated.

Warning or error messages can be defined if the total number of participants is exceeded or NOT met.

Allow managers to select external raters themselves.

Hide the Decline to Participate button on the 360 form.

Remove participants after 360 evaluation starts.

Hide rater identities for specific roles and steps in named 360 Reviews.

You can set a main rating scale from General Settings.

You can change the rating scale on live forms.

You can set a rating scale in a custom section.

You can assign more than one rating scale to your ratable sections.

Define Manual Overall Rating as a required field for the role providing the final rating (like EM).

Enable Allow Override Unrated and define Manual Overall Rating as a required field for all steps.

Enable Enforce Maximum Overall Score (EMOS) to define a rule to enforce that an overall score is populated in the form.

Define the Section Comments field as a required field for the role providing the final rating (like EM).

The items within the EZ Rater section will collapse by default.

EZ-Rater can be turned on from Admin Center —> Manage Templates.

can be configured for Goal and Competency sections to compare employee and manager ratings —> side by side.

EZ Rater includes an on-form Gap Analysis graph.

can be configured for the Competency section only, to compare employee and manager ratings —> side by side.

A manager can cascade goals to all employees in their reporting chain, as long as permission to create goals and access to the goal plan is granted for the target population.

A manager can cascade goals to all employees in their reporting chain.

A manager can cascade goals to their manager's goal plan.

A manager can cascade a goal from their direct report's goal plan.

Change participant category.

Restore completed forms.

Change form dates.

Restore deleted forms.

Mass decline forms.

A CSV header can be generated from the Goal Plan to import goals.

Spell Check and Legal Scan can be used in text and textarea fields.

Users can manage Milestones for personal and team goals.

Personal Goals, up to 10 at a time, can be added from a Goal Library.

Now and previous values of the changed fields arc logged in the Audit History

When you want to collect feedback from different users via e-mail

When you want to send the actual form to another user in an existing step so ratings and/or comments can be added to the form

When you want to send the actual form to another user in a new user-defined step so ratings and/or comments can be added to the form

When you want to send the actual form to another user in the Signature stage so ratings and/or comments can be added to the form

In the performance form template XML

In Provisioning —> Company Settings

In Provisioning —> Managing Competencies and Skills —> Competency Libraries

In the CSV file downloaded from the competency library

In Admin Center —> Manage Competencies

Executive review

Dashboard view

List view

Matrix Grid view

Bin view

Enable Development Plan Integration

Calculation on form

Lock down section weights

Recall enabled

Anonymous 360

To give a user information on how to strengthen a competency

To give a user developmental suggestions

To give a user guidance to create SMART goals

To give a user an overall performance rating based on calculations

Set specific form template dates for the forms being launched.

Remove one of the form sections.

Select employees based on filters.

Disable the Ask for Feedback functionality for the forms being launched.

Edit introduction texts for custom sections.

Manage Templates > Advanced Settings

Manage Templates > General Settings

Manage Route Maps > Related Templates

Manage Templates > General Settings > Show advanced options

The allow-group-goal="true" attribute in obj-plan-template

The cascade-update="regular" attribute in field-definition

The configurable="true" attribute in objective-sect

The cascade-update="push-down" attribute in field-definition