2398842 - Completed forms do not appear in the HR user’s completed folder - Performance Management

HR user mass created forms for some employees, but the forms not shown on the HR user’s completed folder after it completed.

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SAP SuccessFactors Performance Management

This is a configuration issue. Forms was created by HR, but it doesn’t mean the completed forms should be shown in HR’s completed folder automatically.

Please note that if HR user is involved in modify stage or signature stage on form, then HR can access that completed forms in their completed folder for sure.  But if the form was never routed to HR for any action, then the completed form will not be searched in HR’s folder unless below configuration enabled before launching form.

1. Enable ‘Create En Route copy’ when mass creating form. Forms will show in HR’s folder once this button enabled.

2. Add HR as a role in ‘Carbon Copy These User Roles Upon Document Completion’ in <Completed> step on route map. Forms will be copied in HR’s folder once it completed.

So if HR is not involved in modify stage or signature stage on form, but HR users wants the forms can be shown in their completed folder, we need to enable setting 1 or setting 2 before creating forms. Either one is ok. For setting2, we also can select any role based on different business requirement.

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