From the course: SAP SuccessFactors Performance and Goals Management

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Goal plan template configuration

Goal plan template configuration - SAP ERP Tutorial

From the course: SAP SuccessFactors Performance and Goals Management

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Goal plan template configuration

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- [Instructor] Open the Home dropdown menu. Choose Admin Center. Select Goal Management. Choose Manage Templates. Select Goal Plan. Click Add A New Template. Select Extended Goal Plan. Click Add to my Instance. Select General Settings. Here, you can change the language and template name, as well as can add instructions for your users. You can also change the default dates. Click Edit Categories. Here you have different goal categories, financial, customer, internal business processes and learning and growth. Select financial. Here you can change its label and language. Click Add a New Category. Similar to other categories, you can give the new category a name of your choice. Choose Edit Fields. The fields can be marked or unmarked as required here. You can also see the field type here. Fields with text area allow users with entering any text. Choose another field metric. The field is similar to the…

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