SAP Knowledge Base Article - Public

2078051 - Permissions - Grant permission to employee to route completed forms - Performance Management

Symptom

How to grant permission to user to route completed forms back to Modify or Signature stage?

Environment

SAP SuccessFactors Performance Management

Resolution

For Non-RBP instances:

  1. Go to Admin Center > Administrative Privileges.
  2. Type in employee’s name and click Search Users.
  3. Under Permission, click Managing Documents.
  4. Locate Route Document and check off Include Completed Documents and Allow Adding of a Step.

For RBP instances:

  1. Go to Admin Center > Manage Permission Roles.
  2. Select the permission role and click on Permission...
  3. Under Administrator Permissions, click on Manage Documents.
  4. Locate Route Document and check off Include Completed Documents and Allow Adding of a Step.

To route completed forms, go to Admin Center > Route Completed Forms.

Keywords

route completed forms , KBA , sf performance manage permissions , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , How To

Product

SAP SuccessFactors HCM Core all versions ; SAP SuccessFactors Performance & Goals all versions