Copy goals from previous year in performance form (SuccessFactors)

[LindaKloeffel]

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

[LindaKloeffel]

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

[bharathprakas269]

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

[annehuvenaars66]

Hi both,

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

Kind Regards,

Anne

[LindaKloeffel]

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

[Neeraj_Jain1]

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

[MridulSharmaSF]

Hi linda.kloeffel

Was above information helpful?

Thanks

Mridul

[MridulSharmaSF]

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

[NehaKa]

Hi Linda,

[NehaKa]

Hi Linda, I had a similar requirement so found your post. Here is the solution.

in Manage template

[Avinash9]

Hi,

After the enablement I see Copy from other Goal Plan is available in PM form but no Goals are available. But there are goals when I navigate to Goal Plan. Can you let me know what am I missing here?

SAP SuccessFactors Performance & Goals