2428915 - Sharing Notes - People Profile - cannot view shared notes from own People Profile

• When an employee shares their note with someone else, but the other employee cannot view it as part of his own Notes Dashboard
• The ‘notes’ under ‘Employee Central Effective Dated Entities’ is not related to this Notes block. Only the people profile notes block relates to the Permission ‘Create Notes’

 

• SAP SuccessFactors Employee Profile
• SAP SuccessFactors PP3/People Profile - Employee Profile

For People Profile (PP3)

1. Go to your homepage --> Home --> My Employee File (People Profile)
2. Select the "Notes" tab
3. Select the "Create Note" button that launches the Add Note dialog box
4. Go to "Add Viewer" button to select the person you want to share your note with.
5. Fill out the required information
6. Select Submit to finish.
7. Login (or proxy as) the employee you shared that note with.
8. Go to Action Search bar at the top of your homepage and enter the name of the employee that shared their note. This opens up their People Profile.
9. Go to the "Notes" Tab.
10. The note that was shared with this employee is not visible from their People Profile.

Example:

1. As user A navigate to Employee Files->Public Profile->Notes and create a new note. Share it with another user B.
2. Login (or proxy) as user B and navigate to Employee Files->Public Profile->Notes. The note created in Step1 is not visible.

 

The same resolution applies for People Profile 3

You need to verify that the person creating the Note belongs to a permission group than can do the following:

• View Notes
• Create Notes
• Edit/Insert:Correct:Delete

You can check to ensure that these are checked in Manage Permission Roles:

1. Go to Admin Center --> Manage Permission Roles
2. Select the Permission Role you want to verify that opens up the Permission Role Detail Page
3. Select Permission --> User Permissions --> Gerneral User Permissions
4. Verify that Permission to Create Notes is checked.
5. After making changes, select 'Done". This directs you back to the Permission Role Detail page.
6. Select "Save Changes" to finish. 

If the User does not have the "Permission to Create Notes", this means that this user doesn't belong to a permission group with access. This can be resolved by adding user to the permission group that has the ability to create notes using Role-based permissions.

For more information about Role-based permissions, please refer to the Role-Based Permissions Administration Guide:

To resolve:

For People Profile (PP3)

1. Go to your homepage --> Home --> My Employee File (People Profile)
2. Select the "Notes" tab
3. Select the "Create Note" button that launches the Add Note dialog box
4. Go to "Add Viewer" button to select the person you want to share your note with.
5. Fill out the required information
6. Select Submit to finish.
7. Login (or proxy as) the employee you shared that note with.
8. Go to Action Search bar at the top of your homepage and enter the name of the employee that shared their note. This opens up their People Profile.
9. Go to the "Notes" tab
10. The note should appear within the people profile of the person that created the note.

Note: You cannot view the note that was shared with you in your own People Profile..

Employee Profile, People Profile 3, Sharing Notes , KBA , LOD-SF-EP-UI , People Profile UI (PP3 UI) , How To

SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HCM Suite all versions