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

[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