Goal Management © Copyright 2012. All rights reserved.

Goal Management

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© Copyright 2012. All rights reserved.

2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.

Agenda

What is Goal Management (GM)

Navigation

Goal Plan Elements

Permissions

Goal Management


What is Goal Management?

Goal Management (GM) facilitates and automates the process of creating, cascading, publishing, monitoring and measuring performance against goals

GM is like an online worksheet that records and tracks business goals in one central place without requiring a review form

Goal Management Navigation


Goal Plan Header

Goal Plan Header: The header area displays general goal plan information. On the left is the title of the Goal Plan and the name of the owner of the Goal Plan. In the example above, the title is 2011 Objectives, and the owner is Marcus Hoff. When you go to another person's Goal Plan, the title and name on display will change accordingly.

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Activity Buttons

Activity Buttons: The buttons in this area allow you to work with goals on your Goal Plan. Your view might not include all the buttons shown in the example above, but generally, you'll see Cascade Selected, Delete Selected, Create a New Goal, Copy from My Other Goal

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Hierarchy View

Hierarchy View: This area displays your team relationships. Generally, the name of the owner of the Goal Plan is shown next

to the green arrow. If you're viewing your own Goal Plan, you'll see your name here. Your manager is shown above your

name, and your direct reports are listed below your name. You can view the Goal Plans for any listed person. You can drill

up or down your team hierarchy and see different Goal Plans, by clicking the magnifying glass icon next to the name of the

person.

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Display Options

Display Options: This area lists all the information fields you can choose to view on the Goal

Plan. Select the checkboxes of the fields you want to see on the page and clear the

checkboxes of the fields you want to hide. In the example above, the Metric, Weight, Status,

% Complete, Start and Due Date fields are selected, so those columns show on the page. You

only have to make your selections once, and they'll be retained until you change them again.

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Display Options

Display Options: The display options for Aligned Up and Aligned Down will display the alignment that has been established for each goal. Has it been cascaded to direct reports, cascaded to this plan, aligned with a peer’s goals etc. The display option for Alerts highlights if any changes have been made to one of the linked goals.

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Goal List

Goal List: This area displays all the goals on your Goal Plan. Depending on your Goal Plan design, your goals might be shown in one list or they might be organized into various goal categories. You can click on the name of the goal to view more goal details and an audit history

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Public or Private Goal

Public or Private Goal: This area shows the share status of a goal, either Private or Public. Private goals are accessible to you and sometimes to your manager. Public goals are accessible to everyone with permission to access your Goal Plan. You can change the share status at any time.

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Action Column

Action Column: The icons in the Action column allow you to work with a single goal at a time. Each goal has an associated Action column. From the Action column, you can edit, link, and move a goal.

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Goal Elements & Configuration

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Goal Categories

The balanced scorecard approach to goal planning improves organizational alignment planning and measurement

Standard configuration utilizes the following goal plan categories:

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Goal Categories on Dashboard

•When you click Create a New Goal button, you are prompted to select a goal category to assign the goal

•The goal categories should be meaningful to the organization for reporting. The following is an example of how goal categories can be displayed in the manager dashboard.

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Key Decision Points

Are Goal plan categories meaningful to your organization?

What is your preferred terminology? Goal or Objective?

Customer Decision:

What is your preferred goal plan name?

Customer Decision:


Goal Fields

•Goal fields are those elements that a user will use to create an goal

•SF recommendation includes fields that encourage users to create SMART goals (Specific, Measurable, Attainable, Relevant and Timed)

•SF recommendation also includes fields that enable the system to generate meaningful dashboard reports


Goal Fields


Key Decision Point – Goal Plan

Are the following goal elements meaningful to your organization?

Which are required to be completed?

• Goal Name

• Metric

• Weight

• Start

• Due

• Complete %

• Status

• Tasks

• Milestones

Customer Decision:


Public and Private

•When a new Goal is created the default setting can be public or private

•Private Goals are unshared Goals and are typically permissioned to employee/manager visibility

•Private Goals remain private until the employee chooses to make them public by sharing them

• Private Goals are marked with the word ‘Private’ in the Visibility column on the Goal Plan

•Public Goals are shared Goals, which means that they have less restrictive visibility for others to view

• Public Goals are marked with the word ‘Public’ in the Visibility column on the Goal Plan


Public and Private – Goal Plans

Standard configuration sets the default Goal status to Public to encourage organizational visibility into Goal planning and enable linking Goals

Users can optionally make Goals Private

Standard configuration sets the permission to limit visibility to view Private Goals to the employee and his/her manager only

Standard configuration limits the ability to make a Goal Private or to make a Private Goal Public to the employee


Key Decision Point – Goal Plan

Do you want to allow users to designate goals as Public or Private?

Customer Decision:

If yes, should the default visibility be set to Public?

Customer Decision:

Who should be able to modify the Public/Private status of a goal?

Customer Decision:

Should only the employee and manager be able to view Private goals?

Customer Decision:

Reporting Relationships Illustrated

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Reporting Relationships

Permissions to view/act on goals are determined by reporting relationship• Employee (E)• Employee’s Manager (EM)• Employee’s Manager’s Manager (EMM)• Employee’s Manager’s Manager’s Manager (EMMM)• All Managers directly up from the Employee (EM+)• Employee’s Direct reports (ED)• Employee’s Direct reports’ Direct reports (EDD)• All subordinates who ultimately report up to the Employee (ED+)• “Peers” = Employee’s Manager’s Direct reports (EMD)• Everyone (*)• Employee’s Matrix Manager (EX)• Employee’s HR rep (EH)• Employee’s HR rep’s Manager (EHM)• Form Reviewer (F)

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Fundamental SuccessFactors Roles

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CEO

VP VP

Director Director

Employee Employee Employee Employee

Director Director

EmployeeEmployee Employee EmployeeE

EMM

EM+

EM

ED

E

EDD

ED+ ED+ ED+ED+

EDD

Goal Plan Permissions

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Goal Plan Field Permissions

Within a Goal plan each field can be permissioned to a specific role (e.g., manager only or employee only)

The three types of permission include

• None

• Read Only

• Read & Write


Goal Plan Field Permissions

Standard configuration allows managers and employees to Read & Write to all fields of a Goal

• Helps ensure they share ownership of the employee’s Goal plan

Standard configuration allows all users above the manager in the hierarchy up to Read all fields in the employee’s Goal plan

• Helps ensure visibility down the organization of Goals and Goal status

Standard configuration allows all users in the organization to Read all fields EXCEPT status and tasks

• Helps encourage organizational visibility while not exposing users who may be falling behind in achieving their Goals


Goal Plan Field Permissions – Goal Plan

Role Best Practice Recommendation

CUSTOMER Decision:

Everyone (*) Read Only all fields except status and tasks

Employee (E) Read/Write

Employee’s Manager (EM)

Read/Write

All Managers in line of sight (EM+)

Read Only

Employee’s Direct reports (ED)

Read Only

“Peers” = Employee’s Manager’s Direct reports (EMD)

Read Only

Employee’s Matrix Manager (EX)

Read Only

Employee’s HR rep (EH) Read Only

Employee’s HR rep’s Manager (EHM)

Read Only

Key Decision: For goal fields, who has Read/Write, Read Only, or NO permissions ?


Goal Action Permissions

The Goal action buttons allow you to work on Goals in your Goal plan

The Goal action buttons include:Allows you to create a new Goal and add it to the Goal plan

Allow you to assign Goals

Allows you to remove a Goal from the Goal plan

Allows you to copy an existing goal from another goal plan that you own


Goal Activity Permissions

Standard configuration sets the following permissions:

• Create a New Goal in the employee Goal plan is enabled for the manager and employee only

• Helps ensure they share ownership for the employee’s Goal plan

• Delete a Goal in the employee Goal plan is enabled for the manager and employee only

• Limits access to removing Goals from the employee’s plan

• Cascade a Goal is enabled for everyone above the employee in the hierarchy• Allows goals to be cascaded down the organization

• Copy from My Other Goal Plan is not enabled for the first performance management cycle


Goal Plan Action Permissions – Goal Plan

Permission Best Practice Recommendation

Role –Employee, Manager, Matrix Manager, Mgmt Hierarchy, Direct Reports, HR, HR Mgmt

View Private GoalsEmployee, Manager

Create GoalsEmployee, Manager

Delete GoalsEmployee, Manager

Move GoalsEmployee, Manager

Share/Unshare Private GoalsEmployee, Manager

Cascade PullNone

Cascade PushMgmt Hierarchy

Align ToAll

Unalign ParentEmployee

Unalign ChildEmployee

Customer Decision: Which Roles can perform ACTIONS on employee’s goals?


Other Considerations

Other considerations for configuration of your goal plan(s)?

Are there additional goal plans to be developed?

Special considerations for additional plans:

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Goal Management © Copyright 2012. All rights reserved.

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