SAP Knowledge Base Article - Public

2541837 - How field permission works with Completed step - Performance Management

Symptom

In a Completed step it is possible to have the following scenarios:

  1. Some of the fields are not visible to a specific or all roles;
  2. Some of the fields are visible to speficic or all roles;

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

On the permission scenario, is necessary to have in mind that the "Completed" step is not available to be selected in the steps of the permission. This needs to be considered in case you wish to have a field or a section available or not to the people involved in the evaluation once the forms are completed. The Completed step will be included when "All" route steps are selected, as below:

Section Permissions 1.png

In this example, the field section comments it has a "none" permission to "All" rout steps and a write permission for few steps, this means that when the form is completed, the "none" permission will prevail and the user will not have access to the field.

And if the opposite scenario is desired, to have a field available in the completed step, a Read permission should be granted selecting "All" steps.

Employee Read and write (1).JPG

When it comes to the permission on the completed step, the best practice it depends entirely up to the business process and needs, if some fields are not meant to be seen by the employee, such as Manager's ratings and comments, then this should have a "none" permission to "All" route steps, or if this infomation should be seen by the employee, then it must be configured a "Read" permission to "All" route steps.

See Also

 Field Permission Configuration - Use cases

Keywords

SuccessFactors, SF, Performance, PM, form, Completed Step, Field, Not Visible, completed step permission, field missing completed , KBA , LOD-SF-PM-FRM , Forms & Templates , How To

Product

SAP SuccessFactors Performance & Goals all versions