SAP Knowledge Base Article - Public

2405876 - Document transfer Step Inserted when Moved forms to completed in HBA model


  • When moving Compensation forms to completed in Hierarchy Based Approval(HBA) model few forms don't get completed and go document transfer step.
  • In other words Document transfer steps gets introduced when trying to move compensation form to completed in HBA model.


  • SuccessFactors Compensation

Reproducing the Issue

  • Moved the Compensation forms to Completed and notice that not all forms are moved to Completed. Sample is as below.


  • On checking Enroute few forms are in Document transfer step.



  • This is because of option "Automatic insertion of new manager as next document recipient if not already" is enabled. 
  • In this case When current is single step without EM a new EM step will be added with step name "document transfer".


  • This is expected behavior when above said option is enabled in template settings.


  • HBA
  • hierarchy based approval
  • document transfer step
, KBA , LOD-SF-CMP-FRM , Forms & Templates , Problem


SAP SuccessFactors HCM Core 1608