2078001 - Enable or Disable Send Copy of a Form - Performance Management

This KB article explains how you can send a copy of a completed form to an associate.

SAP SuccessFactors Performance Management

SAP Successfactors 360 Multi Rater

Send a copy

1. Go to Performance tab
2. Open your  Completed folder
3. Click the form that you want to send a copy of
4. If enabled, the Send Copy button will show at the bottom of the form
5. When you click send copy button you can select the employees that you want to send the form to
6. Select all employees that you want to send the form to and hit the select and continue button
7. You as the sender can add comments in the comment box and send the form. Note, the comments will only show in the audit trail of the person your comment is for.

Note: Make sure that the permission for "send" button is enabled for the completed step, othewise the send copy button will not show. If you'd like to give none permission to all steps and then grant permission, change the 'Route Steps' selection from "All" to "Selected", and select all steps. This will exclude Completed step. You may refer to KBA 2541837 for more details on how permission works with Completed step.

Disabling/enabling send copies

Tip: Recommended to disable for compensation forms, especially after you have generated statements. Use this option with caution as people getting copies of forms can raise privacy concerns.

To disable the Send Copy button for completed forms

1. Go to Admin Center > Form Template Settings
2. Select your template
3. Check the "Disable Send button for completed documents" checkbox. This takes effect immediately on live forms.
4. To enable this feature, uncheck this box

Note: Once you have sent a copy of a form to a person you cannot resend a newer copy of the form. If the form has changed since the person was sent a copy, it is possible they will not be seeing the most current data.

 2541837 - How field permission works with Completed step - Performance Management

2078160 - "Send Form" button is not visible - Performance Management

2078033 - How to enable or disable the Send Form button - Performance Management

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