GOAL MANAGEMENT JOB AID: TRANSFER A GOAL BETWEEN USERS
Job Aid: Transfer a Goal between
Users
Step
Action
1
From the Home page, click the
name menu at the top of the
screen and select Admin Tools.
2
Navigate to Company
Processes & Cycles > Goal
Management.
3
Select Transfer Goal Between
Users.
© 2013 SuccessFactors An SAP Company. Confidential. All rights reserved.
Example
1
GOAL MANAGEMENT JOB AID: TRANSFER A GOAL BETWEEN USERS
Step
Action
4
Next to Transfer From Employee,
click Find User.
5
Enter search criteria.
Example
The software will automatically
search for users based on the
information you enter. Select a
user or click Search Users.
© 2013 SuccessFactors An SAP Company. Confidential. All rights reserved.
2
GOAL MANAGEMENT JOB AID: TRANSFER A GOAL BETWEEN USERS
Step
6
Action
Example
Select a user from the search
results list.
Click Close Window.
7
Next to Transfer To Employee,
click Find User.
© 2013 SuccessFactors An SAP Company. Confidential. All rights reserved.
3
GOAL MANAGEMENT JOB AID: TRANSFER A GOAL BETWEEN USERS
Step
Action
8
Enter search criteria.
Example
If the user you are searching for
does not display automatically,
click Search Users.
Select a user from the search
results list.
Click Close Window.
9
Click Find Goals.
© 2013 SuccessFactors An SAP Company. Confidential. All rights reserved.
4
GOAL MANAGEMENT JOB AID: TRANSFER A GOAL BETWEEN USERS
Step
10
Action
Example
Select the checkbox next to a
goal from the list.
Click Transfer.
© 2013 SuccessFactors An SAP Company. Confidential. All rights reserved.
5