SAP SuccessFactors PMGM: Benefits and Limitations of Latest Goal Management

So this is a provisioning and I can see Spotlight, but this is something else. Form step role of Spotlight Drill path. Is this only one thing coming up a new search for Spotlight or is there anything else?

Only one.

And if only one.

Yeah, let me type gold. Okay, then again, this is coming.

Please. Okay, Goal list report maximum hierarchy level supported for real time Report generations. And what are the options that they are? We have. Okay, how many see 1, 2, 3 and unlimited. Okay, this is maximum number of records account. We could disarm the total records count. Last is navigation link. Okay, so this looks great. We just check it out. We have to check it out.

And here only these two goals are there. One is enable gold management and one is this.

Okay. Okay, got it. Might be. We have to check it out. So the goal template. Okay, so something is that report. Sometimes what happens Some of the reports get decommissioned and were still they use that. Right. So in those cases what we can do. I will check it out in the other implement means the basically in the learning hub or in the community. I will check it out. If somebody has anything is coming there, we will see that. Right. So that is something we have to consider. Okay, so this is anywhere. Check that.

And then objective also we have to.

Say no objective also. Yeah, check it out the objectives. So yeah, already I think it's already activated. But it is actually currently version 12. Anyway, this is objective plan. Okay, this is. We don't have to use so not ready for system. You can see sales or production. This is important one, which we have already seen in earlier. Okay, but project teams. It is being not ready for sales or production. That is fine. And this is a total objective management. So you can import. You can total goal management and cdp. That means all the wizards are there, right? And group objectives, target population group and certain things. Which is only for literacy. You can don't need that. Because we have now moved to a recent version of it. Okay, so total objective management only. Okay, so that is fine. Enable the objective Managing performance Management syncope. Okay, so that is fine. So whenever saying V12 we are using V12 now. Yeah. Unless is coming with a new new version V13 like that. Right. So that we have to look at. But this is good from an objective frameworks point of view. Right, so that we got it. Okay, scroll down and. And initiatives. Already we have seen Managing initiative Enabling initiative deleting. This is fine. So this covers comprehensively almost everything. Okay, so like what are the require Think development object.

These are part of cdp.

These are part of the CDB Actually, yes, it is. That is fine. Now let's. Anything else you want to showcase here?

No, I think only. I thought. Let me share you.

That is fine. That is fine. This is actually not a new thing, okay? Even every release recipe comes up with a new thing. But the documentations are not really 100% accurate. So we have to follow our judgment as well. Whenever you are advising to the client, right? Because suppose you are getting a new project by this time and whenever you're explaining these things might be certain things already de. Depreciated. Okay? Decommissioned by SAP. So it always very careful before we. Whenever we committing to client, right? We should not say too much. Rather whatever already we know and already it is doable in the system that ideally we should tell. Okay, that's the best. Otherwise it keeps on changing the things and generally the documentation team doesn't take that speed. Okay? Development they might have done only at a high level they have shown. But in the documentation you will not be finding those details. So that's the we have to be. It is not a new thing. So like every time they do like that way because always they have a bandwidth also problem Sometimes I understand the documentation team, it's one of the boring jobs. Sometimes they feel it documenting everything in online and all. But still compared to SAP SCM it is better, much better, right? But still they will have to give some time to them as well. So whenever you're going through guide and also whenever I'm downloading an implementation guide at the same time I also Refer the help SAP.com because sometimes what they do they keep on changing in the website that. But whatever we have downloaded the guide maybe it is little older one, right? So that is also may happen. So always refer a digital online guide as well as while doing a configuration for a client dedicated you follow the implementation guide currently whatever you are using. Okay, so this is something we have seen and yesterday I was just checking it out when you are not available. So that smart wizard I couldn't find it out. Did you check in your system? Is it visible where the smart goal wizard Is it something you are. It is in your system. Because what I understood I was just doing a troubleshooting yesterday and they are saying in the new new template they are actually this is now deprecated. Okay, so you can see in not deprecated. It is not supported actually. Okay, so because I have the latest goal management limb and it is a limitations now you cannot find the smart goal wizard is not supported in performance management either. Okay, they are saying okay, so that is something it was. I will just try to do that hands on from my end the like this thing. But really I towards the end I realized that in the latest goal management as we speak, there are certain following features are not here supported, okay? Like printing. You cannot. You cannot take a suppose client will ask to print your goals in PDF or HTML. You cannot. That is not supported. Maybe you have to take a screenshot and you have to document it, but that is not at present it is not happening. Spell check Goal audit. Okay, There are certain limitations are here. If you are using the latest goal management as per the latest version of it, okay? 2023 edition, right? And I already means in my environment it is already optics of certain features. So these are different things, which is. I am not able to find it out. And it is logical directly that the SAP also says in the implementation guide these are the different in the chapter number 11, okay? So they are saying this is limitations, okay? And one thing is if you're updating your latest goal management, if you're upgrading it, you cannot revert back, okay? So it will be very careful. It is good to upgrade because the UI is much better. If you have seen in my ui, right? Compared to whatever we have seen in your ui, it looks better. Okay? So for the reason SAP has done all the updates and upgrades and all can see performance objective, development object. Both are simultaneously. You can. Okay. You don't have to go to different. Different screens, right? And also this attracting point of. It looks much simpler, intuitive, modern, right? It is not like a traditional forms kind of Google form. Like earlier form was like more of a Google form and not right, but here it looks much better. So that is something they are trying to say. And but there are. It comes with the limitations, okay? There are certain things, okay, which are having limitations. So if you're implementing the future, maybe shortly then you read this, okay? What are the benefits and what are the. So basically the benefit wise. I will say the UI actually, okay? All the upgraded interface, okay? It will allow your employees to more effective. And you can see all the and unified. This is a very important topic. Okay, so there it is a unified entrance to performance. You don't have to go to different stream for performance mode for development goal. This the most important one and which is now we have tested it, okay? And your development plan is removed from the carrier development planning and integrated with the latest code. So this is the current. In the current version of it, what they have done. If you go to the CDB development plan. So Basically that is now moved and that will be. We have brought that into latest goal management. Okay. In the same screen and uncluttered list views make it too easy to spot critical information, clean insight and apply quick change. Whatever you want to do, you can do it the same screen. And they are also saying that it has integrated with a CPM contains performance management and they can relationship between activities and goal. This is something you have done in your system. Activities and goal.

This one now.

Yeah, he must have you done any. No, not related.

He only has done. Yeah.

Okay, so inside goal, inside goal. Supposing this is my goal. Okay. And if I'm having some activity to achieve this goal, I can create this linked activity. I can see there is one activity. I have to learn this. I have to create an activity like this. Okay. And I can mention here. Suppose I'm putting another activity just like attend h goal management WhatsApp. Okay, so this is. Suppose it is an activity for me. It can be loving activity or it can be any activity offline activity as well. And this is. Let's say it is. Let's say it is high priority. High. Okay, Object is demo inside that object. If I save it. Okay, so I can make a list of activity like this. Suppose I have completed it. Suppose I want to I added it again. It will ask you whether you want to create another activity. Or click add another simultaneously as many as activity you are having. Okay, suppose I have another activity called TED talk. I will watch tech talk on performance management. Okay. Performance management. Okay, so that is also medium. Let's say I will save it. Okay, so I keep on adding more and more activity and system will tell you to add all those activities here like that. Okay, so this is how inside looks much, much simpler. Okay, and by and which is actually you can see the element which is aligned, objective aligned. And it to whom is there all aligned? You can see cascaded to who are the people? Okay, so the people Alex. Okay, for these people, this goal or objectives have been aligned. If you want to see at individual level. Okay. You can also see at a day loose level. Okay, Aligned up. Align down. Okay, Objective aligned up from this because I have logged in this person. This is aligned up. Okay. And this is now for this you can see cascade. Suppose I want to cascade to myself. I can cascade it. Okay, so in this way. So this is something you can also see. It is a little bit easy to navigate and all. So interface wise they have changed a lot, right? So this is something they're trying to say here. The benefits of this latest goal management guide and it comes with your whatever you think. If it is not listed, that is actually not part of the lettuce goal management. Okay, and they are saying do not use Microsoft Internet Explorer. Okay, so the certain functionality will not work. Okay, so that is they are saying you can use ads or Chrome like that, right? But this is something we have to ensure and there are common things we already know competencies available only if you are having the job profile builder if it is a member. Okay, so these are the doables, what are the things we can do? Another for admin point of view, what are the things you can do? These are for end users, okay? So you can create your personal goals. Okay, you can cascade it and change your plan, whatever you need it. Similarly, for administrator, what if you can do? You can also see you can manage your templates, transfer goals, performance goals. All you can do that you can configure your email notifications. And what are the different things it has been integrated an integration between Lattice Gold Management. All modules are supported. So previously, whatever they supported same thing, it will be continue to go for that, right? So they have integration the cpm. Okay, so that is there. Okay, similarly other stuff. So then they explain the limitation. So limitation is very important to understand because whenever a client will be asking, it should have an answer, right? From a mobile apps point of view, part of the features not supported, right? That also they have explained here deletions not allowed. Again, integrating with the Learning module. It is not supported in the mobile apps. Okay, certain limitations. Maybe the future SAP will come up with new changes. Okay, so that is what they are trying to narrate here. So just a minute. And yeah, so whenever you're upgrade, it will be upgraded in upgrade center if you have not enabled, maybe in the future the client is planning. Okay, and there is another thing which I just thought of sharing with you. Suppose you're uploading, doing these changes. I have seen one feature called converting. Suppose you are already having creating those already created those templates. So how do you whether those templates will work in the latest whole management module or not? So, so how you will find it? So there is conversion option. Okay, so what I will do, I will show you that I think that is I have not covered where you will be finding that you know how to convert those templates. Any guess. How do I convert those templates? Let me go to the manage template itself.

Yeah, maybe by mapping.

Yeah, let me go there. Understand, let's manage templates and there we do have all the objective plan template. Let me go to one of the templates. Right. Let me this is the templates which we are using 2023 goal seat called success Labs. If I go here, you can see in your screen. My team will be having save as option, cancel option. But there is a green button here. Okay. So where you can use convert your existing Gold plat template and gold data. Let me do that and let's check it out. Convert. So there are. Whenever you are converting, there are three steps. Okay. So like so let me.