3372374 - Document transfer options list when Manager or Matrix Manager change - System Without Employee Central

This solution focuses on explaining how to configure several document transfer options when Manager or Matrix Manager change in System Without Employee Central

• For general information on the options and what they mean, please refer to 2077194 - Document Transfer Options - Performance Management
• For trouble shooting, please refer to 2078831 - Troubleshooting Document Transfer Options - Performance Management

SAP SuccessFactors Performance and Goals

Prerequisite:

1. Form is in progress. (Document transfer won't apply to completed step)
2. Check Tool NO DTCE block issue
   Please refer to 2824417 - Document Transfer and Quick Fix - Configuration Check Tool - Performance Management - SAP for Me

Scenario 1: transfer form to new Manager/Matrix Manager
Below configuration is applying to all steps excluding completed step.

Scenario 2: Do not transfer form to new Manager/Matrix Manager (NO Freeze label)
Below configuration is working when form is at Manager/Matrix Manager steps.

Note: Form Template Setting is only working for current step, so current step owner is old Manager/Matrix Manager.
But at future Manager/Matrix Manager step, will change to new Manager/Matrix Manager. 

Scenario 3: Do not transfer form to new Manager/Matrix Manager (with Freeze label)
Below configuration is applying to all steps excluding completed step.

Steps：

1. Complete System Tool settings
2. Do Manager/Matrix Manager change
3. Confirm related job status in Scheduled Job Manager>Job type=Trigger Document Transfer and Change Engine
4. Turn off change engine.
   Note: As change engine (Keep with old manager) will add freeze label to subject users' all in-progress forms, please keep it OFF after job completed.
   <freeze-user-to-role><![CDATA[true]]></freeze-user-to-role>. 
   
   

Q&A

1. Is this solution also applying to HR manager change?
   >No, HR manager change document transfer's logic is different.
   Please refer to 2342203 - Performance Forms Not Transferring to HR Rep
   
   
2. User has form A with freeze label and new launched form B no freeze label.
   If I change Manager/Matrix Manager again for this user, settings following Scenario 1, what will happen?
   >Form A will still keep with old Manager/Matrix Manager, form B will transfer to new Manager/Matrix Manager.
   Freeze label will keep form with original manager and can't be removed by turning off change engine.
   
   
3. How can I remove freeze label?
   >There are two ways. Both ways can only remove one form's freeze label.
   a) Instance>modify form route map>select form> do nothing change> Save
   b) Provisioning > Modify Doc Route Map xml > remove below content＞ Save
    <freeze-user-to-role><![CDATA[true]]></freeze-user-to-role>.  
   
   Note: in order to make changes in Provisioning, please contact your Implementation Partner. If you don't have a Partner, you can find for SAP Certified Partners via the SAP Partner Finder or, alternatively, speak with your Account Executive or Customer Engagement Executive about Professional Services options.

KBA:

• 2086682 - Employee Change Engine - Admin Guide [freeze-user-to-role] - Performance Management
• 2174247 - Forms Do Not Transfer When Manager is Manually Changed via Employee Profile Manager or Matrix Manager Field - Performance Management
• 2077194 - Document Transfer Options - Performance Management - SAP for Me
• 2078831 - Troubleshooting Document Transfer Options - Performance Management
• 2086700 - Enabling Employee Change Engine for Performance Management When Using Employee Central

Guide

• Choosing a Tool for User Management | SAP Help Portal
• Document Transfer for Matrix Managers | SAP Help Portal

Change Engine, Automatic Manager Transfer, Import Employee Data, USERINFO_BLOCK, freeze label, API option , KBA , LOD-SF-PM-FRM , Forms & Templates , How To