SAP Knowledge Base Article - Public

2511723 - How to configure the User Information Section in Form

Symptom

This article explains how to configure user information section in form.

Environment

  • SAP SuccessFactors Performance Management
  • SAP SuccessFactors 360 Reviews

Resolution

The User Information section is used to display non-editable, read-only information about the user being reviewed, also known as the form subject.

The most common standard fields that you can display in this section are First Name, Middle Name, Last Name, Human Resource, Username, Email, Manager, Job Code, Title.

For the complete and updated list of supported user information fields, refer to the PM Implementation Guide Employee Information Section and 360 Implementation Guide User Info Section.

The information that is populated in the User Info Section of the  form comes from the employee table, also called User Data File (UDF). You can access it under Admin Center > Employee Export. Therefore, the User Info Section will display the values for the fields as it is written in the UDF.

By default, the sync-until-completion attribute is set to "true", which means each data element displayed reflects the latest employee data at the time when the form is opened. To preserve the user information that existed at the time the form was created even if the user's information changes after that, you can set this attribute to "false".

There are two ways of configuring this section:

  1. Admin Center > Manage Templates

    You can rename the section and include or exclude various standard fields configured to show more or less information about the employee.

  2. XML Configuration

    If you wish to display more fields in the User Information section, please reach out to your SAP Partner or Solutions Consultant for any requests that require changes to the PM Form Template XML.

    Changing the order of the user information fields is controlled by the numbering of fm-element index - this can be changed in the xml but not in Admin Center - Manage Templates.

        <fm-element index="0" type="3">
          <ekey><![CDATA[FIRSTNAME]]></ekey>
          <ename><![CDATA[]]></ename>
          <evalue><![CDATA[]]></evalue>
        </fm-element>
        <fm-element index="1" type="3">
          <ekey><![CDATA[LASTNAME]]></ekey>
          <ename><![CDATA[]]></ename>
          <evalue><![CDATA[]]></evalue>
        </fm-element>
        <fm-element index="2" type="3">
          <ekey><![CDATA[USERNAME]]></ekey>
          <ename><![CDATA[]]></ename>
          <evalue><![CDATA[]]></evalue>
        </fm-element>

       Only data elements listed in the User Info Section can be added in the User Information Section.
       If you want to add a field that is not specified in the list, for example Pay Grade, please map the field to one of the 15 Custom fields available. And then add the custom field ID in form template XML.
       Here is the xml sample:

        <fm-element index="3" type="3">
        <ekey><![CDATA[CUSTOM01]]></ekey>
        <ename><![CDATA[]]></ename>
        <evalue><![CDATA[]]></evalue>
        </fm-element>

Notes:

  • Only standard fields can be managed and will show up in the Manage Templates. Custom fields when added in the XML file will show up in the newly launched form but not in the Manage Templates.
  • Please make sure you have all the necessary field translations in Data model for the locales used in the system.
  • Please make sure you are using the next consequent number for index. In case there will be gaps in indexes (index="2" and then "4"), the new field will not be displayed at the form.
  • If a field configured in the User Info section doesn't appear on the form, verify it's enabled in below settings:
    1. Navigate to Manage Business Configuration > Employee Profile > View Template > sysUserDirectorySetting > sysAllUserDirectorySetting.
    2. If the field isn't listed, add it to sysAllUserDirectorySetting and save.
    3. Launch a new form to confirm if the field is now displayed.

See Also

References:

  • Employee Information Section 
  • User Info Section
  • KB Article 2088061 - Standard Field not showing on exported user data file (UDF) and Basic Import template from Employee Export/Import Employee Data tools
  • KB Article 2654248 - What is difference between <edit-template id="sysAllUserDirectorySetting"> and <edit-template id="sysVisibleUserDirectorySetting"> in the Data Model and BCUI

Keywords

SuccessFactors, SF, PM, Performance Management, Form, PM, User information, Employee information, standard fields, user elements, user-info-section, User info, Employee info, User Data file, UDF, employee table, sync-until-completion, sync, fields, values, translation, language, English, 360 form, user field, customizable field, custom , KBA , LOD-SF-PM-FAM , Competencies Behaviors Families and Roles , How To

Product

SAP SuccessFactors Performance & Goals all versions