2077876 - Name of Old and New Manager appears on the Signature Section - Performance Management

When forms are in signature step and there is a Manager Change, the step is duplicated and the Audit Trail displays the name of the old manager with the action "Auto Sign".

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

SAP SuccessFactors Performance Management

1. Launch the form;
2. Send the form to Manager's Signature Step;
3. Make a manager change;
4. See the step is duplicated:
   
   
   
   
5. Open details about this form;
6. In Audit Trail, the name of the Old Manager is shown with the action "Auto Sign" for that step:
   
   

• The Document Transfer was performed via Admin Tools > Update User Information > Manage User
• The Document Transfer was performed via Admin Tools > Employee Import with the option "Automatic insertion of new manager as next document recipient if not already" enabled

• In Audit Trails, it is expected to see the Old Manager as "Auto Sign" when the manager change occurs during the Manager's Signature Step, since the system sent the form to the New Manager, skipping the Old Manager's Signature.
• To prevent the Manager's Signature Step to be shown as duplicated in the form, use the tool Employee Import to make manager and user data changes:

1. Admin Tools > Employee Import;
2. DO NOT choose the first option "Automatic insertion of new manager as next document recipient if not already".

NOTE: The feature "Manage User" in admin tools is actually not a feature Enterprise clients should be using. This is a feature for PE clients, not enterprise clients. If you were a PE client and upgraded to enterprise or SPRAC, then SF should disable the Manage User feature so that you now manage user updates and manager transfers via Employee Import files or automated FTP imports.

Since enterprise clients manage data via employee imports or EC, changes made via Manage user can lead to data issues and conflicts since the automated process could undo the manual changes if they contain the old data.

• 2239917 - Duplicate Manager Steps in Performance Management Forms - Performance Management
• 2386619 - Audit Trail Action values and action on Form - Performance Management

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