Creating and cascading goals in HCM Performance Management – Flexible process

I had a request in the SCN to describe how to create and cascade goals. In this blog, I discuss how to create and cascade a corporate goal.

Corporate Goals and Core Values:

To be able to create and cascade corporate goals and core values, you need to have the role of Talent Management Specialist assigned to the employee who will create and cascade these goals.

If you are on EhP6, then you need to assign the role : SAP_HR_HAP_PMG_GOALS_SR (Specialist for Corporate Goals).

This is a new role that is available from EhP6 onwards. For EhP4 and EhP5, assign the delivered TMS role. 

You should have activated the business functions HCM_TMC_CI_1 AND HCM_TMC_CI_2. If you are on EhP6, then you need to activate the BF, HCM_TMC_CI_3 also.

Note: Even if you are not implementing SAP HCM Talent Management, you should activate these business functions.

In the portal, click on the TMS >> Corporate Goals. This will display the service, where you can create, edit and maintain corporate goals and core values

You can maintain the goals and values for specific time periods (usually these corresponds to your appraisal cycle).

To add a new goal, click on the icon Add Goal. In the screen to your right, enter the title of the goal, description of the goal, and KPI’s . After you have created the goal, remember to save the goal. The service does not have auto-save. Once the goal is saved, it will be listed in the Corporate Goals listing.

If you notice the new goal (For SCN Blog) does not have the “green check mark” against it. This means the goal is not cascaded yet. To cascade a goal, select the goal and click on the tab Cascade Goals and Values.

In the screen, select the org unit to which you want to cascade the goal.  When you select the org unit, if you click on the pointer (highlighted in the figure), it will display options, Select Whole Group / Deselect Whole Group. If you select the option Select Whole Group, all org. units under the parent org. unit are selected automatically. Click on the button Cascade Corporate Goal. Once the goals is cascaded, the Choose column is disabled. Now, click on the save button, to complete the cascasding process. If you have multiple appraisal templates, thant all the templates are displayed in a dialog box. Select the template to which you want to cascade the goal. Note: customers make a common mistake on not clicking on the Save button. If you do not click on the save button, the goal is not cascaded.

Config Settings in the appraisal template:

In the appraisal template, create a criteria group. In the Fixed Enhancement select the BAdi Cascading Goals – Add Corporate Goals (for core values, select the BAdi Cascading Goals – Add Core Values. The BAdi Add Cascading Goal, will cascade corporate goals and core values to the same criteria group).

Now click on the criterion you have created in the field Refer to Attributes of (For this blog, I have named it as Training).

In the column Objectives (OBJ0) in the value determination column, select the value determination CASCADED_GOALS_DESCRIPTION. In the note column, set it to Note Display.  The description and the KPI that you enetered will be displayed in the appraisal document.

The process to create and cascade the core values is very similar. For creating and cascading Team Goals, you do it from the MSS role. In the BAdi , select the option Cascading Goals – Add Team Goals. Everything else is similar.

During the year-end assessment phase (Status 4 (InProcess)),if you want to cascade the goal rating also, then select the cascaded goal, enter the Goal Achievement and click on the button Release Goal Rating.

The goal rating is cascaded to all the documents that received this goal. In the appraisal template in the OBJ0 column, select the value list Percentage (0-200).

Note: Even though the service displays Note, I have never succeeded to cascade the notes. I have had issues with the value list.