SUCCESS FACTORS TOOLKITGOAL SETTING

CREATING GOALS

CREATING GOALS (1/3)

From Home , navigate to thesection

“ Goals “

Or you can navigate to Performance > Inbox > Click on the Goals form

Click on the Goal form visible under your To Do items

Click on “Setting Goal Plan” to

open the Goal Form.

CREATING GOALS (2/3)

From Home , navigate to thesection

“ Goals “

In the new window, Click on Personal Goal

Click on Add Goal to Create / Add a goal

CREATING GOALS (3/3)

Note:

1. The total number of goalsshould be between 4 to 10.

2. The total weightage of thegoals should be 100%

• Select Perspective

• Add Goal title, Goal Description, Measure of Performance (MOP) &Target and Goal Weight

Click on ‘Save Changes’to add the goal

COPYING GOALS FROM PAST YEARS GOAL PLAN (1/2)

Click on Add New > “Copy from Other Goal Plan”

Select the required

year’s goal plan and

Click on Next

Make sure you have

selected the correct

Goal plan

Navigate to Goals from Home Page > Select the current Goal Plan

.

COPYING GOALS FROM PAST YEARS GOAL PLAN (2/2)

Check the goal you wish to

copy and click on Copy

Once copied, you will have the option to edit the goal details (if required)

Note:

The Goals you copied and edited under Goals Plan will auto – reflect in the Goal form.

To Submit the Goal form for Approval, navigate to Performance > All forms > Your Goal form

SUBMITTING GOAL FORM FOR APPROVAL

Rating from Others section will

show Comments from other

parties (if any)

Goal Details will show all

data in view only

List your Comments

(if any)

Click on Edit sign to

change the details

For Submitting Goal form for approval, you would have to navigate to Performance > All forms > Your Goal form

SUBMITTING GOAL PLAN FOR APPROVAL

Review the information inthe form and click on“Send to Next Step”

On the next page, click on “Send To Next Step “ to send theform for Matrix Manager (if applicable) / Manager approval

MATRIX MANAGER REVIEW OF GOAL FORM

In case an employee has a matrix manager, once the employee submits the goal plan, it moves to the matrix manager

for review. Matrix managers can access the form as per below:

1. Access the Goal Form in your ‘To Do’ section

2. Review your team member’s goal sheet

– Assess if the goals you would review are clearly defined

– Check if the weightage is appropriate basis the relevance of the goal

– Ensure that the measure of performance and success metric is agreed upon

– In case you have any observations, Provide comments on the goals pertaining to you / relevant to you

3. Submit the Form by clicking Send to Next Step. The form will move to the reporting manager

MATRIX MANAGER APPROVAL OF GOAL FORM

List your Comments

(if any)

MANAGER APPROVAL OF GOALS FORM

SENDING FORM TO EMPLOYEE FOR MODIFICATION

Click on name of the team member

Click on “Goal Plan - Manager

Approval in your To Do

Or

Navigate to Performance > Inbox

Click “ Send to Team Member ”if the form needs changes

APPROVING GOALS PLAN

Click on “Setting Goals and Development

Plan “ under the “To Do” section on the

Success Factors homepage

Click “ Goals and Development PlanApproved ”

for submitting manager approval on the goals

and development plan

Review form and Click “Goals Plan Approved”

Click “Goals Plan Approved” to approve the form or " Cancel and Return to Form” if you wish to go back to the Goal Form

THANK YOU FOR YOUR TIMEAND CONSIDERATION