How to Cascade Goals in SuccessFactors

Open My Goals from the SuccessFactors home page

Open your browser and go to the SuccessFactors URL. The home page shows a greeting and a Quick Actions section. The top navigation bar includes a search bar, a notification bell, a help icon, and your user profile icon.

Quick Actions include Opportunity Marketplace, Delegate Workflows, Request Time Off, View Pay Statement, Request Feedback, Create Activity, Recognize, My Profile, Org Chart, My Time Sheet, Admin Alerts, Payroll Tasks, My Goals, Report Center, Reminders, and Favorites.

Select My Goals.

Review your goal plan

After you select My Goals, the 2021 Goal Plan screen opens. The left sidebar contains a People Selector with search, manager, and direct reports.

The main panel shows the plan dates (Jan 1, 2021 - Dec 31, 2021) and the number of goals. It also shows status counts for Not Started, On Track, Behind, Cancelled, and Completed.

In this example, the plan lists two goals, both Not Started, 0% Complete, and 618 days overdue:

• "Increase number of diversity hires ___% by (date)"
• "Analyze production workflow bottlenecks and make process improvement..."

Check your user context in the account menu

Select the user profile icon in the upper right corner to open the account menu. The menu shows the current user context, for example "Aanya Singh (sfadmin) on behalf of Charles Braun (cbraun)."

The menu offers these options:

• Become Self
• Proxy Now
• Settings
• Admin Center
• Show version information
• Log Out

To return to your own account, select Become Self. The other options let you act as a proxy for another user, open settings, or log out.

Switch to the 2022 Goal Plan

Select the 2022 Goal Plan tab. The main panel updates to show the plan dates (Jan 1, 2022 - Dec 31, 2022) and three goals. Two are Not Started and one is On Track.

The goals in this example are:

• "Increase number of diversity hires ___% by (date)" (Not Started)
• "Increase cross-sell sales 100% by 31 December 2022" (On Track)
• "Generate 50,000 new leads per day for the year 2022" (Not Started)

Each goal shows 253 days overdue and 0% complete. Select the three-dot menu on a goal to see Edit Goal, Delete Goal, Cascade to Me, and Create Activity.

Edit a goal before you cascade it

To change a goal's details, select the three-dot menu next to the goal, for example "Generate 50,000 new leads per day for the year 2022." Then select Edit Goal.

The same menu also includes Delete Goal, Cascade to Me, and Create Activity.

Update the goal status

Select the status dropdown for a goal, for example Not Started. Choose one of the following statuses:

• Not Started
• On Track
• Behind
• Cancelled
• Completed

The goal status updates to match your selection.

Create or copy a goal

To add a goal you can cascade later, select Create Goal in the upper right. Then choose one of these options:

• Create New
• Create from Library
• Copy from Goal Plan

Select the option that fits. You can add a new goal or copy an existing one.

Copy a goal from a previous goal plan

Select Create Goal, then select Copy from Goal Plan. In the Copy from Goal Plan dialog, start with Step 1: Select Goals.

Use the Goal Plan dropdown to choose 2021 Goal Plan. The available goals appear with checkboxes:

• "Analyze production workflow bottlenecks and make process improvement recommendations by (date)"
• "Develop and implement an employee referral program by end of year 2022"

Select the checkbox for "Develop and implement an employee referral program by end of year 2022."

Confirm the copied goal in the 2022 Goal Plan

Return to the 2022 Goal Plan screen. It now lists two goals:

• "Generate 50,000 new leads per day for the year 2022" (On Track)
• "Develop and implement an employee referral program by end of year 2022" (Not Started)

Both goals show 253 days overdue and 0% complete.

Open the Cascade Goal option for the goal

Select the three-dot menu next to "Develop and implement an employee referral program by end of year 2022." The menu shows Edit Goal, Delete Goal, Cascade Goal, and Create Activity.

Select Cascade Goal to assign this goal to others.

Cascade the goal to team members

In the Cascade Goal dialog, start with Step 1: Select Recipients. Under My Team, select the checkboxes for the people who should receive the goal, for example Aanya Singh and Ana Lovelace.

Confirm that the team members you selected are highlighted.

Switch between Performance and Development goals (optional)

Use the Performance Goal and Development Goal tabs at the top of the goal plan screen to switch between goal types. The current view is Performance Goal.