Symptom
Environment
SAP SuccessFactors Performance Management
Resolution
Reporting on Inactive Users:
- Special consideration needs to be made when you are using My Groups and you need to report on inactive employees. Keep in mind that deactivated users are totally removed from any dynamic groups that they may have been a part of.
- When you run reports such as the detailed document search report and you want to find forms for inactive users, then you must uncheck all the Groups filters. Think of the groups filters as exclusive, not inclusive. When checking any of the group filters you are saying don't include people not in these groups, so forms of inactive people will not be in results since they are no longer part of any group. Even though you uncheck "Include Active Users Only" this will not in itself include inactive users as the "exclusion" rule you are applying using the groups filters take precedence.
- To report on forms for inactive users just use the other filter options such as div, dept, location etc. and uncheck the Include Active Users Only option. You will see the inactive people show in the results.
Please keep in mind that this solution deals with Dynamic Groups. If you are deleting documents for inactive users, then consider your issue may be that you need to use the Status filter to report on Deleted Forms.
Keywords
Inactive users, Detailed Document Search, report, reporting, form, forms, performance management, terminated, employee , KBA , csg_q , sf reporting p , LOD-SF-PM-REP , Reporting & Analytics, Data Imports & Exports , How To
Product
SAP SuccessFactors Performance & Goals all versions