2076520 - Manage Live Forms - Managing documents when the manager is on leave - Performance Management

• How do we manage documents for an employee when their direct manager is on leave?
• How do we handle managing forms when an employee's direct manager is on long-term leave?
• How do you ensure that associate's forms are forwarded/transferred to the next manager up when their direct supervisor is "inactive"? (ie: on maternity leave or leave of absense)
• What do we do if our system of record feeding SuccessFactors updates this person as "Inactive"?

SAP SuccessFactors Performance Management

The following identifies several considerations when a direct manager is on leave or temporarily inactive and was part of a process flow. SuccessFactors allows you to set an employee as Inactive, but there is not a special status for an employee temporarily set as inactive.

• If a person is set as Inactive, forms cannot be sent to this person.

• If a form is currently with the inactive person, it is now stuck

• If an employee is reporting to an inactive manager, the employee is locked out of SuccessFactors since they MUST report to an active manager to use the system.

Your options based on this are:

• Complete a Manager Transfer (Documents Transfer in admin tools) to the 2nd level manager or to a temporary manager so the route map is updated to reflect this new relationship. This person will now complete the forms, and the direct manager will no longer be part of the process. This is the preferred option so you would need to have your system of record indicate the temporary manager in your employee import files.

• Keep the direct manager as 'Active'. Grant the temporary manager proxy access, thereby allowing them to proxy into the account of the direct manager to complete functions the direct manager would have done. You may want to update the email address for the direct manager to reflect the email address of the temporary manager so they receive routing notifications.

• Leaving the direct manager as inactive will cause the system to automatically skip the route map step they're included in, and move the form to the next active person in the route map. This can cause a problem if the employee is in the step since the employee cannot log in to the system while their manager is inactive.

• Delete the old forms and relaunch new forms to the employee once the manager has returned from leave

KM-19338 , KBA , sf performance manage live forms , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , How To