SAP Knowledge Base Article - Public

2075945 - Performance Form Audit Functionality

Symptom

  • Is audit functionality available for Performance Management?
  • Is it possible to report on the Route Map History or the Audit Trail of the Performance form?

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."

Environment

  • SAP SuccessFactors Performance Management
  • SAP SuccessFactors People Analytics

Resolution

Template Changes

Currently you can only see the last modified date of the form template:

  • Admin tools > Manage Templates > Performance Review tab > Under the Updated On column, can see the date the form template was last modified
  • If you would like the product enhanced to include more details via Manage Templates or Ad Hoc reports, please submit an idea via Customer Influence: 2090228 - How to Submit Ideas for SAP SuccessFactors Products.

Route Map Audit Trail

  • You can find the audit trail by navigating to the performance form > in the upper right-hand corner, select Actions > Info about this form.

approval chain2.png

    • The Properties section shows the information present at the time the form was created.
    • The Routing Map shows Type, Stage, Employee, Step, and Status. 
    • The Audit Trail shows: Currently With, Employee, Action, Comments, Status, and Act By. Some of the steps may display as links which allow you to drill into the form to see form information for that step. You cannot drill into steps you do not have permission to see so not all steps may be clickable.

More information is in 2075925 - Audit Trail and Routing History from Blue Info Icon or Info about this form - Performance Management.

Audit Framework

See Also

2075925 - Audit Trail and Routing History from Blue Info Icon or Info about this form - Performance Management

Using Stories in People Analytics - Enabling Stories in People Analytics

Using Stories in People Analytics - Configuring Identity Authentication Settings for Instances Using Corporate Identity Providers

Implementing and Managing Performance Management - Audit Trail

Keywords

performance, pm, form, review, manage template, form template, audit, changes, configuration, comprehensive audit report, reporting, route map, section, modified, last, recent, actions, success factors, PM, PMGM, SF , KBA , LOD-SF-PM-REP , Reporting & Analytics, Data Imports & Exports , LOD-SF-ANA-ORD , Online Report Designer , LOD-SF-ANA-ADH , Adhoc Reports & Report Builder , LOD-SF-ANA-SAC , Stories in People Analytics , LOD-SF-ANA-RCT , Report Centre , LOD-SF-PM-FF , Form Features, RTE, Spell Check, Legal Scan, Print , LOD-SF-PM-MAP , Routing, Route Maps & Workflows , How To

Product

SAP SuccessFactors Performance & Goals all versions