2520414 - Hide Visibility After Document Transfer - Performance Management

How does the option "Hide Visibility After Document Transfer" work?

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SAP SuccessFactors Performance Management

• “Hide Visibility After Document Transfer” can be enabled via Admin Center > Form Template Settings
  
• When this option is enabled, the visibility of the form will be hidden from the old manager after the form gets transferred.
• Once enabled, it will only apply to new forms moving forward and existing live forms that will go through manager transfers.
• When you open the form template page the first time, all document transfer options are checked with the “Hide Visibility After Document Transfer” option unchecked:

• There will be two new rows when you check the “Hide Visibility After Document Transfer”: Manager and Matrix Manager
• The Admin Tool “Manage Document Visibility” will still be able to be used to control exception scenarios.
• The behaviors after document transfer include the following:

	Hide option unchecked (current behavior)	Hide option checked	Action
Inbox	The transferred forms are in old manager’s/Matrix manager's en-route box and new manager’s/Matrix manager's inbox.	The transferred forms are only in new manager’s/Matrix manager's inbox.	Hide the transferred forms in old manager’s/Matrix manager's en-route box.
En-route box	The transferred forms are in old manager’s/Matrix manager's en-route box and new manager’s/Matrix manager's en-route box.	The transferred forms are only in new manager’s/Matrix manager's en-route box.	Hide the transferred forms in old manager’s/Matrix manager's en-route box.
Completed box	The transferred forms are in old manager’s/Matrix manager's completed box and new manager’s/Matrix manager's completed box.	The transferred forms are only in new manager’s/Matrix manager's completed box.	Hide the transferred forms in old manager’s/Matrix manager's completed box.

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SAP SuccessFactors Performance & Goals all versions