2358511 - Performance Management - Possible Permission Conflicts if One User has both EM and EX/EH role in the workflow

• Why is it not recommended to map one user to multiple roles in the Performance Management process in a Route Map?
• What are the possible permission conflicts that can occur when one user is both Manager (EM) and Matrix Manager (EX)/HR Rep (EH)/Second Manager (EA) for a specific Employee?

SAP SuccessFactors Performance Management

If an user is mapped to more than one role in a Route Map it can cause problems with button, field and section permissions. As an example, if the employee’s Manager and Matrix manager is the same user, and you include permissions for EM and EX role in the Route Map and Form Template, the system cannot determine the difference between them and there may be permission conflicts.

The following scenario is not recommended:

• Employee: Brooke Brown
• Manager: Carla Grant
• Matrix Manager: Carla Grant

Carla Grant is the EM and EX for the E Brooke Brown.

This can lead to several issues within PM forms, 360, Goal plans, CDP and any other which uses roles as basis to control visibility and edit permissions.

For example, if you have a PM form with Route Map steps only between Employee and Matrix Manager, and you're using single, collaborative or iterative steps, that could lead to intermittent complications, some forms can appear in the Matrix Manager's inbox, while others will not.

Another scenario is on Brooke Brown's Goal Plan, the Manager (that is Carla Grant) has edit permissions and can add goals, but Matrix Manager (that is also Carla Grant) has no permissions to view and edit anything on the goal plan. As the Manager and Matrix Manager are the same user, it is not predictable what issues might occur as there is a conflict in system logic.

These type of conflicts will affect any area that is controlled via Role Based Permissions - see KB Article 2087940 - Explanation of User Roles (E, EM, EMM, EX etc.) and How Roles are Used in Forms & Routing Maps and all Modules to get a better idea of how many areas could be impacted.

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SAP SuccessFactors Performance & Goals all versions