Goal Management
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© Copyright 2012. All rights reserved.
Agenda
What is Goal Management (GM)
Navigation
Goal Plan Elements
Permissions
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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
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Goal Management
Navigation
Goal Plan Header
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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
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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
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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
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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
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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
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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
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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
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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:
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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
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Goal Fields
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Key Decision Point – Goal Plan
Are the following goal elements meaningful to your organization?
Which are required to be completed?
• Goal Name
Customer Decision:
• Metric
• Weight
• Start
• Due
• Complete %
• Status
• Tasks
• Milestones
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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
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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
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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:
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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
CEO E
EM+
ED
VP
VP
EMM
Director
EM
E
Employee
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Employee
Director
Employee
Employee
Director
EDD
ED+
Employee
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ED+
Employee
Director
EDD
ED+
Employee
ED+
Employee
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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
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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
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Goal Plan Field Permissions – Goal Plan
Key Decision: For goal fields, who has Read/Write, Read Only, or NO permissions ?
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Role
Best Practice
Recommendation
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
Read Only
Manager
(EHM)
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CUSTOMER Decision:
All rights reserved.
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
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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
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Goal Plan Action Permissions – Goal Plan
Customer Decision: Which Roles can perform ACTIONS on employee’s goals?
Permission
View Private Goals
Create Goals
Delete Goals
Move Goals
Share/Unshare Private Goals
Cascade Pull
Cascade Push
Align To
Unalign Parent
Unalign Child
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Best Practice
Recommendation
Employee, Manager
Employee, Manager
Employee, Manager
Employee, Manager
Employee, Manager
None
Mgmt Hierarchy
All
Employee
Employee
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Role –
Employee, Manager, Matrix Manager,
Mgmt Hierarchy, Direct Reports, HR, HR
Mgmt
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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