SAP Knowledge Base Article - Preview

2077194 - Document Transfer Options - Performance Management

Symptom

How to use "Do Not Transfer Document", "Automatic Inbox Document Transfer To New Manager", "Automatic En Route Document Transfer To New Manager", "Automatic Completed Document Copy to New Manager"?

Note: this KBA intends to explain how the Document Transfer options work. If you need assistance to troubleshoot Document Transfer issues when making a change in the subject's Manager, Matrix Manager or HR Rep., please refer to our Guided Answers tree about this topic.


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Environment

SAP SuccessFactors Performance Management

Product

SAP SuccessFactors Performance & Goals all versions

Keywords

sf, success factors, PMGM, PM, document, transfer forms to manager, options, performance management, automatic, completed, new manager, old manager, copy, how to , KBA , sf performance manage live forms , LOD-SF-PM-MAP , Routing, Route Maps & Workflows , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , How To

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