Tips for Using SAP SuccessFactors Meeting Agenda Functionality

  • by Pablo Stuardo, SuccessFactors Senior Consultant, Ernst & Young
  • March 6, 2017
Learn about the Meeting Agenda functionality of the SAP SuccessFactors Goal Management module.
Learning Objectives

After reading this article, you will:

  • Understand the SAP SuccessFactors Meeting Agenda functionality
  • Know how to configure SAP SuccessFactors Meeting Agenda functionality in your system
  • Understand the key functionality within the tool, including how to select users who have permission to see goals, filter goals by different attributes, and generate a meeting agenda (and integrate it with an email service provider using soft integration—e.g., it still requires some manual work to integrate)
Key Concept
The Goal Management module is one of the most used modules within the SAP SuccessFactors suite. Outside the plain vanilla feature of tracking goals, the module offers three other features that provide a better user experience for tracking goals: Meeting Agenda, Status Report, and Execution Map. One of the most useful is the Meeting Agenda feature, which allows users to filter goals and create an actual meeting agenda that can be integrated with a calendar in email service providers.

The Meeting Agenda feature is part of the Goal Management module of the SAP SuccessFactors suite. This helpful functionality allows you to select the people whose goals you would like to see, filter those goals by their attributes, sort results, and generate an actual meeting agenda that can be integrated with the calendar of an email service provider such as Microsoft Outlook or Google Gmail.

The SAP SuccessFactors Meeting Agenda feature, although simple, is a useful tool that greatly enhances user experience and encourages users to use the system by letting them select goals based on different criteria, create PDFs of goals, schedule meetings, and send email invitations to team members. Using this tool allows users to schedule meetings documenting team’s goals in an easier and more standardized way.

How to Configure the Meeting Agenda Feature

Although Meeting Agenda is licensed with the Goal Management module, it still requires some configuration to make it available in the system. Let’s look next the steps necessary to configure the Meeting Agenda functionality in SAP SuccessFactors.

Provisioning Settings

Configuring the Meeting Agenda feature requires access to Provisioning. This functionality belongs to the Goals Execution feature within the Goal Management module.

To configure Meeting Agenda, follow these steps.

Pablo Stuardo

Pablo Stuardo is a SuccessFactors Senior Consultant at Ernst & Young. He focuses on the entire SAP SuccessFactors suite and has supported and implemented a wide variety of projects for different clients at a global level. A native Chilean, Pablo is fluent in Spanish, and graduated from Georgia State University’s Robinson College of Business with a dual degree in Computer Information Systems and Finance.

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