Leveraging Generative AI in Goal Management

As organizations face challenges with legacy goal-setting methods, such as manual effort, subjective decision-making, and the risk of setting unrealistic or misaligned goals, generative AI offers a transformative approach. Generative AI, a branch of artificial intelligence that creates new content based on existing data, can revolutionize how goals are set, tracked, and achieved within the SuccessFactors PMGM module.

Introduction to Generative AI Goal Management

Generative AI uses advanced algorithms to analyze vast amounts of data, identify patterns, and generate recommendations. AI can optimize the goal-setting process by making it more data-driven, objective, and dynamic. By leveraging AI, organizations can overcome the limitations of traditional methods and create a more agile, efficient, and personalized approach to managing employee performance.

How Generative AI Can Optimize Goal-Setting in SuccessFactors

Data-Driven Goal Setting:

AI-Enhanced Analysis: AI can analyze historical performance data, employee behavior, industry benchmarks, and organizational trends to suggest relevant and achievable goals. Unlike manual goal-setting, which relies heavily on subjective judgment, AI can provide a more objective, data-driven foundation for goal creation.Automated Goal Generation: AI tools can automatically generate goal recommendations based on an employee’s past performance, skill set, and career aspirations. This reduces the manual effort involved in goal-setting and ensures that goals are aligned with both individual capabilities and organizational objectives.

Personalized Goal Suggestions:

Tailored Goal Recommendations: AI can personalize goal suggestions for each employee, taking into account their unique strengths, areas for improvement, and career growth paths. This personalized approach not only enhances employee engagement but also aligns individual goals with broader organizational priorities.Adaptive Learning and Development: By analyzing an employee’s performance data and learning history, AI can recommend personalized development plans that support both immediate goal achievement and long-term career growth.

Prerequisite:

Latest Goal Management must be enabled.IAS/IPS must be enabledSAP AI Units license.The following permission needs to be granted in Role-Based Permissions (RBP): Administrator Permissions → Manage AI Capabilities → AI Services Administration.User Permissions > AI Access > Assisted Performance Goals permission and Assisted Development Goals permission.End Users must accept the AI Usage Acknowledgment, available from the User Profile menu, to agree on the AI capabilities considerations when it comes to generate outputs.

Generative AI Features in Goal Management

When selecting Create Goal, the Goal Creation Options menu will show a text field where users can provide an input and generate a goal creation using AI technology.

Additionally, the Assisted Writing can be used to get assistance from AI technology to enhance the content from text and textarea fields, like Goal Name, Metric or Description.

The capabilities for the Assisted Writing available in Goal Management are:

Enhanced Writing: Suggests enhancements in grammar, spelling, vocabulary choices, and phrasing in the context of the selected line or paragraph.Change Tone: Provides options to change the tone of the writing of the selected line or paragraph to professional, personable, or constructive to suit the communication needs for different audience groups in the organization.Make Shorter: Shortens a selected line or paragraph to convey the message more concisely.Make Longer: Rewrites a selected line or paragraph by adding more words to provide a detailed explanation based on the original content.Create Bulleted List: Converts a selected line or paragraph into a bulleted list to simplify complex information, and enhance readability by breaking it down into easy-to-read points.

Figure 1: AI-Generated Goal Suggestion in SuccessFactors”

The AI-assisted Writing tool offers language reviews only in English.

Note

The AI-assisted Writing tool can be also used in SAP SuccessFactors 360 Reviews, Career Development Planning, Continuous Performance Management, Performance Management and Opportunity Marketplace.

Using Generative AI to Create and Edit Goals

In this example, an employee wants to leverage the Generative AI capabilities to create a relevant and attainable goal based on a user input to “generate more revenue and make customers happy”.

Prerequisites

End Users must accept the AI Usage Acknowledgment, available from the User Profile menu, to agree on the AI capabilities considerations when it comes to generate outputs.

Figure 2: Acknowledgement for end user

Steps

Navigate to the Goal Plan, using the Home menu or selecting the quick action Manage My Goals from the Home Page.Create a New Goal, selecting Create Goal button.The Goal Creation Options will display different options to create a goal. The first one is the ability to type a message and prompt results from the AI-powered technology. In this example, the employee types generate more revenue and make customers happy. When selecting the Generate button, the AI will prompt a creation of a new goal.

The new goal is created. You can review the AI-generated content in the edit goal window. The goal fields available for AI generation are Goal Name, Description, Metric, Start and Due dates and Milestones.

Further changes can be done, editing the details generated or even use the option to re-generate AI content again and trigger different results that can be easily compared. In the following example, the original goal name generated by AI will be edited using the Generation Input option and change the message prompt.

Results can be now compared. Notice on the example, how the Generation Input will prompt a different result. User can now accept or discard the new generated results.

Once the goal is saved, the Goal Details will indicate that this goal is enhanced by AI.

Result

Related Links:

https://community.sap.com/t5/human-capital-management-blogs-by-members/create-personal-goals-using-generative-ai/ba-p/13686751https://learning.sap.com/learning-journeys/configure-sap-successfactors-performance-and-goals/using-generative-ai-in-goal-management_b5c973b3-8833-4898-8e27-021a6914469a

​ Leveraging Generative AI in Goal ManagementAs organizations face challenges with legacy goal-setting methods, such as manual effort, subjective decision-making, and the risk of setting unrealistic or misaligned goals, generative AI offers a transformative approach. Generative AI, a branch of artificial intelligence that creates new content based on existing data, can revolutionize how goals are set, tracked, and achieved within the SuccessFactors PMGM module.Introduction to Generative AI Goal ManagementGenerative AI uses advanced algorithms to analyze vast amounts of data, identify patterns, and generate recommendations. AI can optimize the goal-setting process by making it more data-driven, objective, and dynamic. By leveraging AI, organizations can overcome the limitations of traditional methods and create a more agile, efficient, and personalized approach to managing employee performance.How Generative AI Can Optimize Goal-Setting in SuccessFactorsData-Driven Goal Setting:AI-Enhanced Analysis: AI can analyze historical performance data, employee behavior, industry benchmarks, and organizational trends to suggest relevant and achievable goals. Unlike manual goal-setting, which relies heavily on subjective judgment, AI can provide a more objective, data-driven foundation for goal creation.Automated Goal Generation: AI tools can automatically generate goal recommendations based on an employee’s past performance, skill set, and career aspirations. This reduces the manual effort involved in goal-setting and ensures that goals are aligned with both individual capabilities and organizational objectives.Personalized Goal Suggestions:Tailored Goal Recommendations: AI can personalize goal suggestions for each employee, taking into account their unique strengths, areas for improvement, and career growth paths. This personalized approach not only enhances employee engagement but also aligns individual goals with broader organizational priorities.Adaptive Learning and Development: By analyzing an employee’s performance data and learning history, AI can recommend personalized development plans that support both immediate goal achievement and long-term career growth.Prerequisite:Latest Goal Management must be enabled.IAS/IPS must be enabledSAP AI Units license.The following permission needs to be granted in Role-Based Permissions (RBP): Administrator Permissions → Manage AI Capabilities → AI Services Administration.User Permissions > AI Access > Assisted Performance Goals permission and Assisted Development Goals permission.End Users must accept the AI Usage Acknowledgment, available from the User Profile menu, to agree on the AI capabilities considerations when it comes to generate outputs.Generative AI Features in Goal ManagementWhen selecting Create Goal, the Goal Creation Options menu will show a text field where users can provide an input and generate a goal creation using AI technology.Additionally, the Assisted Writing can be used to get assistance from AI technology to enhance the content from text and textarea fields, like Goal Name, Metric or Description.The capabilities for the Assisted Writing available in Goal Management are:Enhanced Writing: Suggests enhancements in grammar, spelling, vocabulary choices, and phrasing in the context of the selected line or paragraph.Change Tone: Provides options to change the tone of the writing of the selected line or paragraph to professional, personable, or constructive to suit the communication needs for different audience groups in the organization.Make Shorter: Shortens a selected line or paragraph to convey the message more concisely.Make Longer: Rewrites a selected line or paragraph by adding more words to provide a detailed explanation based on the original content.Create Bulleted List: Converts a selected line or paragraph into a bulleted list to simplify complex information, and enhance readability by breaking it down into easy-to-read points.Figure 1: AI-Generated Goal Suggestion in SuccessFactors”The AI-assisted Writing tool offers language reviews only in English.NoteThe AI-assisted Writing tool can be also used in SAP SuccessFactors 360 Reviews, Career Development Planning, Continuous Performance Management, Performance Management and Opportunity Marketplace.Using Generative AI to Create and Edit GoalsIn this example, an employee wants to leverage the Generative AI capabilities to create a relevant and attainable goal based on a user input to “generate more revenue and make customers happy”.PrerequisitesEnd Users must accept the AI Usage Acknowledgment, available from the User Profile menu, to agree on the AI capabilities considerations when it comes to generate outputs.Figure 2: Acknowledgement for end userStepsNavigate to the Goal Plan, using the Home menu or selecting the quick action Manage My Goals from the Home Page.Create a New Goal, selecting Create Goal button.The Goal Creation Options will display different options to create a goal. The first one is the ability to type a message and prompt results from the AI-powered technology. In this example, the employee types generate more revenue and make customers happy. When selecting the Generate button, the AI will prompt a creation of a new goal. The new goal is created. You can review the AI-generated content in the edit goal window. The goal fields available for AI generation are Goal Name, Description, Metric, Start and Due dates and Milestones.Further changes can be done, editing the details generated or even use the option to re-generate AI content again and trigger different results that can be easily compared. In the following example, the original goal name generated by AI will be edited using the Generation Input option and change the message prompt. Results can be now compared. Notice on the example, how the Generation Input will prompt a different result. User can now accept or discard the new generated results. Once the goal is saved, the Goal Details will indicate that this goal is enhanced by AI.Result Related Links:https://community.sap.com/t5/human-capital-management-blogs-by-members/create-personal-goals-using-generative-ai/ba-p/13686751https://learning.sap.com/learning-journeys/configure-sap-successfactors-performance-and-goals/using-generative-ai-in-goal-management_b5c973b3-8833-4898-8e27-021a6914469a     Read More Technology Blogs by Members articles 

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