SuccessFactors
FrequentlyAskedQuestions:
Goals
ü Istherealimittothenumberofgoalsausercanenter?Overallorbycategory?
Thereisnolimit.However,keepinmindtheS.M.A.R.T.goalguidelinestoensureyouhavenotsettoo
manytorealisticallyaccomplish.
ü AreTenetspecificgoalssuchasBSCandInitiativesincludedintheHealthcareGoalLibraryin
SuccessFactors?
Yes,thecategoriesinclude:BSC–Service,BSC–Quality,BSC–Cost&Growth,BSC–People,HCHAPS,and
Nursing.
ü Whycan’tIseemorelevelsofmyreportsthanjustmydirectreportsonmyGoalshomepage?
InyourGoalshomepage,youcanonlyviewyourdirectreportsandtheirgoalplans.However,ifyougoto
theReportstab,expandtheFilterOptions,andselect2or3belowinthe“showingtheselevels”boxeson
therightyoucanincludethoseindividualsinyourreportingdashboardwhichwillallowyoutoaudittheir
goalplansaswell.Eventhoughyoucan’tseereports2or3levelsbelowinyourgoalshomepage,youcan
stillcascadeorlinkgoalstothembysearchingforthemusingthe“FindOtherEmployees”optionfromthe
cascadepagethatlistsyourdirectreports.
ü CanIexportmyteam'sgoalsintoareportformat?
Yes,youcanexportreportsfromthegoalsdashboardintheReportstab.First,gototheReportstab,select
thelinkfortotalnumberofgoalsunderthegoaldistributionsection.Youcanclickonanyofthelinksto
gettomorespecificdata(onlythosethatdon’thavegoals,etc)oranyofthechartsections(toseeonly
unalignedgoalsorjustInitiatives,etc).Then,choosetheExporttoExcelbuttontoopenorsavethedatain
anexcelfile.
ü Whatisthedifferencebetweencascading,linkingandassigninggoals?
Supervisors(thosewithdirectreports)aretheonlypeoplewhocancascadegoalstotheirdirectreports.
TheycannotcascadegoalsuptotheirSupervisors.Allemployeescanlinkgoalstotheirdirectreportsif
theyhavethemortheirSupervisors(onelevelup).Cascadedandlinkedgoalscanbeeditedbyboththe
creatorandthosethatreceivedthegoalfromanotherperson.SupervisorsandMatrixManagerscan
assigngoalsNonecanoccuriftheSupervisor(thosewithdirectreports)havenotenteredtheirgoalsin
SuccessFactors.
ü IlinkedagoaltomySupervisorbymistakeandIneedtounlinkit?
Fromyourgoalshomepage,selectthegoalyouwishtounlink(clickonthegoalitself-itisalink).Youwill
betakentoagoalsdetailpageandatthetopofthepagetherearethreelinks:YourSupervisor'sName,
Thegoalitself,andUnalign.ClicktheUnalignlink-aconfirmationboxwillappear.ClickOKandyourgoal
willbeunaligned.IfyouareaSupervisorandwanttounlinkyourgoalfromanemployeesgoal,fromyour
goalshomepage,selectthegoalyouwishtounlink(clickonthegoalitself-itisalink).Youwillbetakento
agoaldetailpageandatthebottomofthepageitwilldisplaythedirectreportswhohavelinkedagoalto
thegoalyouselected.ClicktheAlignicon(chainlink)nexttothegoalyouwishtounaligntoUnalignthe
goalfromyourplan.Aconfirmationboxwillappear.ClickOKandyourgoalwillbeunaligned.
ü WhatifIalreadycreatedmygoalsandcascadedthemtomydirectreportsandthenmysupervisor
cascadesgoalstomethatarethesametopicsbutwrittendifferently?
Toensuregoalalignmentandkeepyourgoalplaneasytofollow,rewriteyouroriginalgoaltomatchyour
Supervisorsgoal.Thendeletethegoaltheycascadedtoyou(nowyouhaveitwritteninyourgoalplanso
noharmindeletingit)andthenlinkthatgoaluptoyourSupervisor.Thisway,yourdirectreports,you,and
yourSupervisorwillallbealigned.
PerformanceReviews
ü DoIhavetocommentoneverygoalintheperformancereviewprocess?
Employees,SupervisorsandMatrixManagershavetheoptionofcommentingoneachgoal.Youmaywant
tousethisfunctionifyouwouldliketoprovidemoredetailregardingastatusofagoal,suchaswhyagoal
mightbebehindtargetornotstarted,anddocumentthisinformationinyourgoalplan.Thisstepisnot
required.
ü DoIhavetowriteanOverallCommentintheperformancereviewprocess?
Employees,SupervisorsandMatrixManagers(ifapplicable)arerequiredtowriteanOverallCommenton
performanceagainstgoalsduringYear-EndPerformanceReviews.
ü DoIneedtogivemyselfanoverallrating?Doesmysupervisorgivemearating?
DuringYear-EndPerformanceReviews,Employees,SupervisorsandMatrixManagers(ifapplicable)are
requiredtosubmitanOverallCommentintheperformanceformandonlySupervisorsarerequiredto
submitaperformancerating.
ü WhatifIdonotagreewithmySupervisorsperformanceratingandIdonotwanttoacknowledgeand
saveitinSuccessFactors?
YoushouldfirsttalkwithyourSupervisorabouttheirperformancerating.Youmayselectthe“Returnto
SupervisorforfurtherDiscussion”buttoninsteadofthe“Acknowledge”buttonatthebottomofthe
performanceformtosenditbacktoyourSupervisor’sinboxforreview.Thelaststepoftheperformance
reviewprocessistheEmployeeAcknowledgementsoremember:Acknowledgementdoesnotimply
agreementordisagreement,onlytheacknowledgementthatthediscussionoccurred.
ü DoIhavetoupdatemygoalsintheGoalsmodulebeforeIcanstartthePerformancereviewprocessin
thePerformancemodule?
No.TheGoalsandPerformancemodulesarelinkeduntiltheAcknowledgementphasesoanyeditsyou
maketoyourgoalsinthePerformancemodulewillupdateyourgoalplanintheGoalsmoduleaswelland
viceversa.Ifyouneedtomakeeditsorupdatestothisyear’sgoalsbeforeyousendyourperformance
formsforreviewpleasedosointhePerformancemodule.
ü WillSuccessFactorsPerformancecloseafteracertaindate?
Yes.ThePerformancemodulewill“lock”afterFebruary10sttodocumentperformancereviewsfor2015.
Youwillnotbeabletoeditorsendwithinthesystemafterthisdatebutcanaccessyourcompletedforms
atanytime.
ü MyEmployee’sperformanceformismissingsomekeygoals.CanIsendbacktothemforedits?
Yes.Youcanselect“ReturnFormForEdits”insteadof“SendCompletedFormforEmployee
Acknowledgement”toreturntheformtotheemployeeforedits.
ü IamtryingtoaligntomySupervisorgoalsbutthereisnothingtochoosefrom?
YoucanonlyaligntoyourSupervisorsgoalsiftheyhaveenteredtheminSuccessFactors.Goaheadand
saveyourgoalsandonceyourSupervisorhascompletedgoal-settingyoucanlogbackinandlinkthem.
ü CanIsearchforotheremployeesoutsideofmyteam?
Yes,youcansearchforotheremployeesbutcannotcascadeorlinktoanyoneoutsideofyourdirect
reportingline.Ex:aSupervisorcanalignagoaltotheirdirectreportsandSupervisor,butnottotheirpeers
orotheremployeesoutsideoftheirdirectreports.Youalsocannotviewgoalplansforemployeesother
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thanyourSupervisorordirectreports.Theirgoalspagewillappearbutitwillbeblank.ASupervisorand
anyoneabovethemintheirdirectreoprtinglinecanviewtheEmployeeFile.
CanIaddnewgoalsatMid-Year?
Yes,refertotheSettingGoalsinSuccessFactorssectionoftheuserguidetoreviewhowtoaddgoals.
Allofmygoalsaren’tappearingonthescreen?
Youmayhavemultiplepagesinyourgoalplan.Ifso,alinkwillbeprovidedontherightsideofyourgoal
planthatsays“ViewNext#Goals”.Clickheretoviewtherestofyourgoals.
CanIdeleteagoal?
Yes.Selectthegoalyouwishtodeletebycheckingtheboxtothelefthandsideofthegoal.Thenhitthe
"DeleteSelected"buttonintheupperlefthandcornerofyourscreen(nexttotheCascadeSelectedbutton
ifyouhavedirectreports).HitOKwhentheconfirmationboxpopsupandyourgoalwillberemovedfrom
yourgoalplan.
WhenIdeleteagoalwillitdeleteinalltheplansthatIhavecascaded,linkedorassigneditto?
Ifyoudeleteagoalyouhavecascadedorlinkedtootheremployees(oragoalthathasbeencascadedor
linkedtoyou)itwillnotberemovedinthoseemployees’goalplan.Eachemployeeshouldremovethegoal
intheirowngoalplans.Supervisorswillnotbenotifiedwhenemployeesdeleteagoal.Ifagoalwas
assigned,itcanonlybedeletedbythecreatorandifthecreatordeletesthegoalitwillberemovedfrom
allgoalplans.
IaddedacommentinmyGoalplanbutnowIwanttoeditit.WhenIclickthe“editicon”itdoesn’tlet
mechangethecommenttext?
Youcannoteditacommentafteryouhavesavedchanges.Therefore,ifyouwanttoeditacommentyou
shoulddeletetheoriginalgoal(seeDeletingGoalssection)andstartoveroraddanewcommentin
additiontoyouroriginalwithyourchanges.
HowdoIsendmyupdatedGoalPlantomySupervisorand/orMatrixManager?
Currently,thereisnowaytosendformalnotificationswithintheGoalmoduleofSuccessFactors.
Therefore,youwillneedtocommunicatewithyourSupervisoroutsideoftheSuccessFactorssystemwhen
youhavecompletedyourpartoftheMid-YearGoalUpdates.
IcangetintoSuccessFactorsandtheGoalsmodulebutwhenItrytocreateanewgoalthepopupboxis
blank?
YourcomputermayberunningaversionofInternetExplorerthatisnotyetsupportedbySuccessFactors.
ReinstallthepreviousversionofIEandtryloggingintoSuccessFactorsagain.
WillSuccessFactorsGoalscloseafteracertaindate?
No.TheGoalmodulewillremainopenthroughouttheyearforyoutoeditandtrackyourgoalprogress.
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Hierarchy
ü CanuserschangetheirHierarchyinSuccessFactors?
No.HierarchycanonlybeupdatedbyHospital/FacilityHumanResourceLeadersorHumanResource
CustomerServiceinHRMSwebwhicharethenimportedweeklyintoSuccessFactors.
ü NotallofmydirectreportsareincludedinmyHierarchy?Why?
SuccessFactorsisopentoallHomeOffice/Regional&ConiferemployeesbutonlyAIP-eligiblehospital
employeesfor2015-2016.Hospitalsandothernon-hospitalentitiresshouldcontinueusingthepaper
processfortheirnon-AIPeligibleemployeesatthistime.
ü Ican’tseeanythinginmyReportstab?
Onlyemployeeswithdirectreportshavereportingoptions.
ü IntheReportstab,canIseemydirectreportsdirectreportsaswell?
Yes.Youcanseealllevelsinyourhierarchyinthereportstab.Youcanchoosetoseeyourdirectreports,
oneleveldown,twolevelsdown,etc.intheFilterOptionssectionofyourDashboard.
MatrixManager
ü AsaMatrixManager,howdoIseemynon-directreportsinmydashboard(s)?
UnderFilterOptionsselect“MatrixReports”andclicktheUpdatebuttontorefreshyourscreen.You
shouldthenbeabletoviewyournon-directreportsinyourdashboard(s).
ü HowdoIknowifIormyemployeeshaveaMatrixManager?
AMatrixManagerHierarchywillbepresentinyourgoalplan.MatrixManagersareonlyforthefollowing
FunctionalLeaderroles:DirectorsofBusinessDevelopment,ChiefHumanResourcesOfficers/Human
ResourceDirectors,ChiefNursingOfficers,RegionalChiefFinancialOfficers/VPsofFinance,ChiefFinancial
OfficersandChiefMedicalOfficers.
ü IamaMatrixManagerbutIcannotcascadeorlinkmygoalstomynon-directreportslistedinmyMatrix
Hierarchy?
AMatrixManagercanonlyviewthegoalplansoftheirnon-directreportslistedintheirMatrixHierarchy.
OnlySupervisorscancascadeandlinkgoals.MatrixManagerscanusetheAssignGoalfunctiononthe
Goalshomepagetoassigngoalstoemployees.
ü DoMatrixManagershavetoprovideratingsandcommentsintheperformancereviewprocessfortheir
non-directreports?
AMatrixManagerisrequiredtoprovideanoverallcommentbeforesendingtheformtotheSupervisorfor
review.
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