SAP Knowledge Base Article - Public

2087863 - Email Notifications - Customize Settings for Form Templates - Performance Management


This article explains how to control the customized settings for certain email notifications.

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


SAP SuccessFactors Performance Management

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  • Certain email notifications can be customized to be sent to additional roles (example: Employee, Manager, HR Rep, Matrix Manager);
  • It is possible to set the interval that the notifications will be sent when they are consolidated;
  • The email notification settings can be customized on a per-template basis.
  1. Go to Admin Tools > Company Settings> Email Notification Template Settings.
  2. Choose the email template to be updated e.g. Document Creation Notification
  3. Click the link Customize Settings for Form Templates. 

      customize settings.png
A pop-up screen appears with each active form template listed.

    4.  On a per-template basis you can choose whether to Enable notifications for each template, whether emails are consolidated and sent at specific intervals, and which additional roles should receive them:

 customize settings 2.png

Note: If you want to deselect selected additional recipients, keep pressing control key and click to deselect additional recipients.

Email templates which allow this level of customization include:

  • For Documents: Creation, Routing, Reject, Forward and Completion notifications
  • For Goals: Creation, Deletion and Modification notifications
  • For Reports: Failure, Warning and Success notifications

See Also

  • KBA 2087438 - Email Notifications: [[DOC ACTION]] variable used in Email Notification Templates
  • KBA 2087468 - Emails Blocked or Not Delivered Due to Spam Filters
  • KBA 2087932 - Updating E-mail Templates for Multiple Languages - Email Notifications


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