3493210 - Other's rating tab in section is still visible despite permissions set to none - Performance Management

The other's rating tab permission setting on section is not working. Although section permission were configured to hide the tab, the other's rating tab is still visible with no content in it.

SAP SuccessFactors Performance Management

Cause 1:

• In Manage Template > General Settings, other's rating tab permission is set to enabled for the issue step.
• The form level permission setting on other’s rating tab takes precedence over section level permission setting. Therefore, for steps that have been configured as “enabled”, the section permission of "none" setting will not work.

Cause 2:

• In Manage Template > General Settings, other's rating tab permission is set to none for some steps. However, based on the current system behavior, any steps that are not set to "none" will be viewed as "enabled" from the form level.
• The below example XML configuration only removes the view of rating and comments from the other's rating tab.
        <others-ratingtab-item-permission type="none">
          <role-name>*</role-name>
          <tab-item refid="item-rating"/>
          <tab-item refid="item-comment"/>
          <route-step stepid="*"/>
        </others-ratingtab-item-permission>
        <tab-permission type="none">
          <role-name>*</role-name>
          <tab refid="others-rating"/>
          <route-step stepid="*"/>
        </tab-permission>
  It doesn't remove the view of the whole tab. Therefore, the tab with "There are no Ratings from Others." will still show. This is the current system design.

To hide the other's rating tab, there are two options:

Option 1:

1. Use “none” permission setting on the other’s rating tab for steps where tab needs to be hidden in all sections.
2. For steps where only part of the sections need to hide the other’s rating tab, please ensure that the section permission setting in XML is set up properly.
3. Go to Performance Management Feature Settings > Enable "User experience enhancements to Performance Management forms".
4. This will hide the other's rating tab when there's no content.

Option 2:

1. Remove the other's rating tab permission setting for form level. This can be done in Manage Templates > General Settings > show advanced options > Other’s Rating Tab Permission(s) defined. Click to modify.
2. Configure all the section tab permission via XML. For more information on XML setting examples, please refer to XML Example: Tab Permissions | SAP Help Portal 
   Note: in order to make changes in the XML, 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:

• 2078697 - Other's Rating Tab Permissions in Performance Management
• 2661606 - “others-ratingtab-permission” vs “others-ratingtab-item-permission” - Performance Management
• 2250186 - SCR Form: XML Software Change Requests for PM / 360 Reviews Performance Processes / Templates

Guide:

• User Experience Enhancements to Performance Management Forms
• XML Example: Tab Permissions | SAP Help Portal 

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