2078182 - Routing - Forms Routed Before Due Date Set in Route Map - Performance Management

We have our route map setup with automatic send on due date. However for some people the form routes before this due date.

SAP SuccessFactors Performance Management

Check the following scenarios that may have caused the unexpected routing of forms:

• Check whether document transfers occurred for these users from old to new manager either manually or via an import job. It is the manager transfer actions that most likely caused the routing.
• Check if user's manager field is set an inactive user, and in employee import, both automatic new manager step insertion and automatic inbox transfer are enabled. In such scenario, if the current step is a manager step, then this step will be auto approved.
• Recommendation: When importing data enable the option "Validate Manager and HR fields." in employee import so that the system will check if the new manager and matrix manager field are valid, otherwise this user will not be updated. This can reduce frequency of issues.
• Note. Checking to see if a person was accidentally set as INACTIVE after the fact might be misleading, as the next days user import might have already reset the manager back as ACTIVE. The form has already moved based on previous data issue and manager record is now also correct, nevertheless, the fact the form moved ahead of Due Date is the evidence that the data issue did indeed occur at some point.

There is no automated way for support to correct this type of issue, as the systrem is actually working correctly. Your administrator needs to manually fix this for each form via Admin Center > Modify Form Route Map, and manually route forms backwards if needed.

form routed before due date , KBA , sf performance manage live forms , LOD-SF-PM-MAP , Routing, Route Maps & Workflows , Problem

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