SAP Knowledge Base Article - Preview

2078831 - Troubleshooting Document Transfer Options - Performance Management


  • This solution focuses on troubleshooting document transfer issues. For general information on the options and what they mean, please refer to: 2077194 - Manage Templates - Document Transfer Options
  • Please refer to our Guided Answers tree to get help in troubleshooting Document Transfer issues when making a change in the subject's Manager, Matrix Manager or HR Rep.
  • NOTE: A form may fail to transfer for many reasons beyond incorrect transfer options. Please review our main solution if your template and import settings are correct.
  • How to use the Transfer Options
  • What transfer options are designed to do.
  • When will documents transfer to a new manager?
  • What might prevent a document from transferring to a new manager?
  • What do the transfer options mean in the employee import?
  • Why is it sometimes documents are not transferring to the New Manager when a user import is performed?
  • Why do some documents fail to transfer to the new manager? 
  • Is the EX role supported in manager transfers?
  • Forms appear to be stuck with "System System".



SAP SuccessFactors Performance Management


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document transfer options, routing, document transfer, performance management, pm, form, form transfer, new manager, manager transfer, change engine , KBA , csg_q , sf performance manage live forms , LOD-SF-PM-MAP , Routing, Route Maps & Workflows , How To

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