2078023 - Permissions - New PM Templates not displaying (RBP) - Performance Management

After adding a new Performance template, it is not visible in the list of templates in Manage Permission Roles.

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. Go to Manage Permission Roles
2. Select role
3. Select Permissions

Under General User Permissions, the new Performance template is not visible.

Often changes to Role-Based Permissions do not update permissions immediately. By default, the permissions cache is updated every 24 hours, for each system wide permission refresh.

• Admins need to understand that when using Role Based Permissions, the RBP has to refresh so that the new templates appear under the Permission set.
• In a RBP environment this typically happens after the change to the permission, however, sometimes the changes to RBP are not applied immediately.

Workarounds: The following workaround has worked for some customers.

• To shorten this delay, disable and re-enable the performance review template.
• Wait for about 30 minutes to see the performance review template appear in your role based permissions.

For Partners/Support:

• If you have access to Provisioning, you may trigger a manual refresh by going to Company Settings and using "Refresh RBP Permission Configuration":

Note:

The best advice is to wait for the automatic refresh, as opening an incident may take longer to process than waiting for the automatic refresh.

Manually refreshing role based permissions can have performance impacts, therefore, it is not recommended that you refresh multiple times a day.

Additionally:

If you have refreshed RBP (or waited some time) and you still do not see the template, open another browser and check if you can now view it in RBP. Reason: the inner scrollbar (in the permission role) is sometimes inhibited from showing when using Internet Explorer. To remedy this: update to the newest version of Internet Explorer 11. Click here to see how. Clearing your cache can also help remedy the issue.

2072200 - Permissions - New Goal Plan not displaying (RBP) - Goal Management

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