3223814 - Add a new Matrix Manager does not transfer the forms for a C-step - Performance Management

Form is in current C-step between E, EM and EX, however the subject has no EX, so the form is only on E and EM Inbox folder.

A new Matrix Manager is added to the Subject via Manage Users, however, the newly added EX does not receive a copy of the form in the Inbox.

SAP SuccessFactors Performance Management

1. Launch a form for an Employee with no EX;
2. Route the form to a C-step between E, EM and EX;
3. Add a Matrix Manager to the Subject via Manage Users.
   
   The newly added EX does not receive a copy of the form in the Inbox.

This is a current system limitation. When adding a new EX via Manage users, the system does not create a new copy of the form for the newly added Matrix Manager, this will only receive a copy of the form when the form is routed to the EX.

If there are no future steps for the EX, then a workaround is to route the form back and forth to create the form content for the just added Matrix Manager. 

Note: As reporting takes into account what is in the route map, this will also be reflected in reports. The matrix manager will appear in the route map inside the form but they will not receive it until the form is routed to them.

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c-step, cstep, NO_MANAGER, EX transfer, form transfer, Document Transfer, Matrix Manager , KBA , LOD-SF-PM-MAP , Routing, Route Maps & Workflows , Problem