Fixing Default Goal Plan Display Issue in SuccessFactors Goal Management

[singhharshita]

Fixing Default Goal Plan Display Issue in SuccessFactors Goal Management

I recently encountered an issue where default goal plan wasn’t showing correctly when managers viewed their team’s goal plan. Here's a detailed walkthrough of the problem, the steps I took to troubleshoot it, and how issue was resolved it.

1. Issue Overview

When a manager accessed the Goal Plan for a direct report, the expected default plan wasn’t showing up. Even though the 2025 Goal Plan was correctly set as the default in Manage Template, the system was displaying the 2024 Goal Plan instead.

• Default Goal Plan set - 2025 Objective Plan
• Plan Being Displayed - 2024 Objectives Plan

2. Troubleshooting Steps

I explored several possible causes to identify the issue, but the initial attempts didn’t resolve the problem.

Scenario 1: Caching Suspected

• Action Taken: I asked user to clear their browser cache and cookies.
• Result: The older goal plan (2024) continued to appear.
• Conclusion: Caching wasn’t the cause.

Scenario 2: Manual Selection Doesn’t Stick

• Observation: When user manually selected the correct 2025 plan, it displayed properly.
• Issue: After navigating away and returning to the Goal Plan, the system reverted back to the 2024 Goal plan.
• Conclusion: The system wasn't retaining the correct default goal plan selection.

3. Final Resolution

After further investigation, I resolved the issue by taking the following steps:

A. Rearranged the Goal Plan Template Sequence – I adjusted the order of the templates to reflect the intended priority in Manage template.

B. Refreshed RBP (Role-Based Permissions) – I performed a permissions refresh from Provisioning.

These changes corrected the behavior, and the 2025 Goal Plan now displays as the default when managers access their direct reports’ goals.

Thankyou !

[Sukhjinder]

@singhharshita Thanks for the note. Quite interesting. Appreciate it. 

Here, I would like to quickly know, if we need to do given steps for all future goal plans as well or it should work automatically for upcoming years as per default goal plan? Also, as admin, do we need such steps to follow or its applicable for users? 

SAP SuccessFactors Performance & Goals #goals 

[singhharshita]

@Sukhjinder If goal plan configured properly each year, default goal plan works automatically. In case issue occur, these steps can be followed by admins.

[Shalinipachauri]

This is great information, thanks for sharing.