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1 SUCCESSFACTORSTOOLKITGOALSETTINGCREATING GOALSCREATINGGOALS(1/3)FromHome,navigate tothesection Goals Or you can navigate to Performance > Inbox > Click on the Goals formClick on the Goal form visible under your To Do itemsClick on Setting Goal Plan to open the Goal (2/3)FromHome,navigatetothesection Goals In the new window, Click on Personal GoalClick on Add Goal to Create / Add a goalCREATINGGOALS(3/3) weightageof thegoalsshouldbe100% Select Perspective Add Goaltitle, GoalDescription, MeasureofPerformance (MOP)&Target and GoalWeightClickon SaveChanges to add thegoalCOPYINGGOALS FROM PAST YEARS GOAL PLAN (1/2)Click on Add New > Copy from Other Goal Plan Select the required year s goal plan and Click on NextMake sure you have selected the correct Goal planNavigate to Goals from Home Page > Select the current Goal FROM PAST YEARS GOAL PLAN (2/2)Check the goal you wish to copy and click on CopyOnce copied, you will have the option to edit the goal details (if required)Note.

2 The Goals you copied and edited under Goals Plan will auto reflect in the Goal Submit the Goal form for Approval, navigate to Performance > All forms > Your Goal formSUBMITTINGGOALFORM FORAPPROVALR ating from Others section will show Comments from other parties (if any)Goal Details will show all data in view onlyList your Comments (if any)Click on Edit sign to change the detailsFor Submitting Goal form for approval, you would have to navigate to Performance > All forms > Your Goal formSUBMITTINGGOALPLAN FOR APPROVALR eviewtheinformationintheformandclick on Sendto Next Step On thenextpage,clickon Send To Next Step tosendtheformfor Matrix Manager (if applicable) / ManagerapprovalMATRIX MANAGER REVIEW OF GOAL FORMIn case an employee has a matrix manager, once the employee submits the goal plan, it moves to the matrix manager for review.

3 Matrix managers can access the form as per the Goal Form in your To Do section2. Review your team member s goal sheet Assess if the goals you would review are clearly defined Check if the weightage is appropriate basis the relevance of the goal Ensure that the measure of performance and success metric is agreed upon In case you have any observations, Provide comments on the goals pertaining to you / relevant to you 3. Submit the Form by clicking Send to Next Step. The form will move to the reporting managerMATRIX MANAGER APPROVAL OF GOAL FORMList your Comments (if any)MANAGER APPROVAL OF GOALS FORMSENDINGFORMTOEMPLOYEEFORMODIFICATION C lickonnameoftheteammemberClick on Goal Plan -Manager Approvalin your To DoOrNavigate to Performance > InboxClick Send to Team Member if theformneeds changesAPPROVINGGOALSPLANC lickon SettingGoalsandDevelopmentPlan underthe ToDo sectionontheSuccessFactorshomepageClick GoalsandDevelopmentPlanApproved forsubmittingmanagerapprovalonthegoals anddevelopmentplanReview form and Click Goals Plan Approved Click Goals Plan Approved to approve the form or " Canceland Return to Form if you wish to go back to the Goal FormTHANKYOU FORYOURTIMEAND CONSIDERATION