Symptom
How does the option "Hide Visibility After Document Transfer" work?
Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.
Environment
SAP SuccessFactors Performance Management
Resolution
- “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 en-route box and new manager’s inbox. |
The transferred forms are only in new manager’s inbox. |
Hide the transferred forms in old manager’s en-route box. |
En-route box |
The transferred forms are in old manager’s en-route box and new manager’s en-route box. |
The transferred forms are only in new manager’s en-route box. |
Hide the transferred forms in old manager’s en-route box. |
Completed box |
The transferred forms are in old manager’s completed box and new manager’s completed box. |
The transferred forms are only in new manager’s completed box. |
Hide the transferred forms in old manager’s completed box. |
Keywords
SuccessFactors, SF, Performance, Management, PM, form, document transfer, manager, change, visibility, new manager, old manager, inbox, en-route, completed, template, settings , KBA , LOD-SF-PM-FRM , Forms & Templates , How To