SAP Knowledge Base Article - Public

2618939 - Visibility of Performance Forms in Jump To/Go To links of Employee Profile and Quick Card

Symptom

Within the People Profile or Quick Card of an Employee, a "Jump To" link for a Performance Form is visbile/not visibile.

"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

Reproducing the Issue

  1.  Search for any user in the User Search bar or access their People Profile
  2.  On the Profile, choose "Actions" or in the Quick Card choose "Take Action"
  3.  Under "Jump To" or "Go To" you will see that there is or isn't a Performance Review option (Or a Specific Peformance Review title through the Quick Card)

Demo_QA.png

PeopleProfile.png

quickcared.png

Resolution

The visibility of this option is determined by the user has permission to access the form and is viewing this area.
If the user viewing these areas has had any action within the Subject's Performance Review in question, (Created the form or already viewed the form through a route map step they were involved in) then there will be an option to Jump To/Go To the Performance Form.

Which form that shows in this area is not configurable, and will show based off the following sequential logic (If multiple forms share the first criteria, it will move to the next one and evaluate that set of forms):

  1. Form they were involved in for the Subject. This means the user has a copy of of the form in the Inbox. It could be an in progress, en-route form or completed form. The priority order is in progress=en route>compeleted.
  2. The latest form due date (EX: A form with a due date of 04/14/2019 would show over a form with a due date of 03/14/2018)
  3. The earliest launched form

See Also

2077955 - Disable or Limit access to the Performance Tab - Performance Management 

Keywords

Go To, Jump To, Performance Review, PMGM, PM, SFSF, Successfactors, Quick Card, People Profile , KBA , LOD-SF-PM-POD , Home Page, Pods and Portlets, To Do List , How To

Product

SAP SuccessFactors Performance & Goals all versions