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Copy goals from previous year in performance form (SuccessFactors)

LindaKloeffel
Explorer
0 Kudos

Dear all,

Is there a way to copy (development) goals from the previous year's (development) goal plan while being in the performance form in Success Factors? I'm aware that this is possible in the (development) goal plan but could not find the possibility for the performance form.

I appreciate your help.

Kind regards,

Linda

Accepted Solutions (0)

Answers (4)

Answers (4)

LindaKloeffel
Explorer
0 Kudos

Dear mridsha123 ,

Thanks for your quick response.

Unfortunately, this doesn't help. My settings are as suggested by you (i.e. the TGM Goal Transfer Wizard is enabled). And indeed, this helps me being able to copy goals from previous goal plans when I'm in the goal plan (as your screenshot shows). But that is not what I was looking for. I want to have the same feature when I'm in the performance form:

Do you know if this is possible at all?

Thanks.

Best regards, Linda

bharathprakas2
Newcomer
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Hi linda.kloeffel

I am also facing the same issue, Have you got the answer for this ? if yes would you please let me know, that would be helpful for me to resolve the case as well.

Regards

Tamizh

annehuvenaars
Discoverer
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Hi both,

I am also keen to know if you have already found the answer.

Kind Regards,

Anne

LindaKloeffel
Explorer

Dear annehuvenaars , unfortunately we have not. Since nobody answered, I figured that it is simply not a feature in SF.
Kind regards, Linda

Neeraj_Jain
Active Contributor
0 Kudos

Hello linda.kloeffel,

Please refer below SAP Note.

https://userapps.support.sap.com/sap/support/knowledge/en/2072064

2072064 - Setting Up New/Copying Goal Plans in SuccessFactors

Regards,

Neeraj Jain

mridsha
Active Participant
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Hi linda.kloeffel

Was above information helpful?

Thanks

Mridul

mridsha
Active Participant
0 Kudos

Hi linda.kloeffel ,

Please enable below setting for this change.

Goal Management Feature Settings/Objective Management Feature Settings > enable TGM/CDP Goals Transfer Wizard.

Mark this as answer if this helped you.

Thanks

Mridul