Latest Goals Management and Employees on LOA

[JulieMcSwain]

Hi,

I was told today that this is known limitation in functionality compared to the legacy Goals Management. I have not seen this documented anywhere.  

When an employee goes out on leave of absence, and is thus temporarily inactive in the system, their goals are no longer able to be modified by the manager (or anyone). We use EC and Time Off as well as PM/GM. This is a huge issue for us as our goal status is directly tied to the individual component of our annual company bonuses. (Note, we do not use the SF Compensation module.) We had to revert to a completely manual process using an email from the manager in order to calculate bonuses accurately for these employees. This was not good timing as we needed to calculate bonuses now at our fiscal year end.

For other customers, please be aware of this limitation.

SAP - Please add this functionality back into Goals Management. Being able to modify the goals and goal status of employees out on a temporary leave of absence is critical.

Thank you,

Julie McSwain

[VanessaLi]

One more question, where would you access this inactive user's goal plan? Through Goals UI (which doesn't support searching inactive users in People Selector yet), or through Import, through Form? 

[JulieMcSwain]

Hi, Through the People Profile (UI not via import - where managers can view inactive employees via RBP) and then select Action > Jump to Objectives Plan. The goals can currently be viewed this way, but they cannot be updated as should be by managers that are allowed to edit goals of their direct reports. This is how it was done in the previous version of GM. We make our goal plans read-only right after the fiscal year is completed so there are no changes to prior year goal plans.