How to achieve entering a Date as actual achievement value in PMGM

[biswapanigrahi]

Requirement:

Example: the goal defined by manager for the employee, if the HR executive could train 5 person it will be 100% and if could train 10 person it will be excellent 150% achievement.

While doing the review

Implementation solution provided by Consultant: Using the Metric Lookup Table (MLT)

Goal #1 is possible to define in SuccessFactors (only numbers and % value can be entered in Actual) as given below and rating will be auto calculated.

Goal #2 cannot be achieved in SuccessFactors as Date cannot be entered in the actual value.

**Query:

1. Can we input date in the Actual of MLT?

2. Is there any other way to achieve the requirement using custom date fields or other options?

[MayurP · Accepted solution]

Dear Biswa,

I must say this is one of those requirement when SF will say "Hey Buddy, first decide what you want?". Needless to say, just kidding as I couldn't hold myself typing this.

Anyways, coming back to your question to achieve ratings based on target levels as per your example then MLT is the solution which will help you to auto calculate rating. However, here actual achievement field can have either number or text only as a data type.

As can be seen, you are using numeric and text both possibilities of target levels. If you want in this particular case you can use text. But it is not possible to use type 'date' for 'actual-achievement' or 'actual-achievement-text' fields as those can have only fixed data types. Using text target level also you must take care of having same format of date while inserting.

Best workaround would be, as per standard best practice : it can be proposed to have % or numerical equivalence of the date in the actual achievement and also in Target Level (in MLT). There is possibility to mention meaning of each target level in description column which can hold string values to convey the meaning/message.

You can use field of type milestone but that will only be helpful to see target vs actual dates of achieved but will not be helpful to calculate the rating based on the actual dates.

Hope this might help you to propose a workaround.

Few supporting snippets from standard implementation guide (2H 2021 version)

Warm Regards,
Mayur

Take Care

[biswapanigrahi · Accepted solution]

Thank you so much. Appreciate your time.