SAP Knowledge Base Article - Public

2087318 - Restricting Access to Performance Management Forms via Proxy Management

Symptom

Can Proxy access to Performance Management forms be restricted by form template?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP SuccessFactors Performance Management

Cause

Proxy assignments can be made at the module level. For example, an Admin user with Performance Management proxy rights can go into a user’s inbox/en route/completed folders to access and take action on performance forms. In order to maintain the confidentiality of certain forms and data, access can be restricted to certain form templates in Proxy Management.

Resolution

Permissions can be assigned using Proxy Import or Proxy Management

  1. In Proxy Management select "Performance Management Forms" and click "Settings..."

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  1. In Proxy Import enter the Form Template ID in the PM Form Templates column. The form template ID can be found using an ad hoc/table report in the Performance Management domain including the columns Form Template ID & Form Template Name. 

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Keywords

PMGM, SF, SFSF, Reviews, Proxied, Success Factors , KBA , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , LOD-SF-PLT-PRX , Proxy , How To

Product

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