Symptom
- Performance templates not showing under Settings -> Delegation -> Create delegation -> Specify task details -> Add
- "Create Delegation Based on Form Templates" permission missing under Delegation RBP settings
Environment
SAP SuccessFactors Performance Management
Reproducing the Issue
1. Go to Settings
2. Delegation -> Create delegation
3. Move to the 3rd step "Specify task details"
4. When click on "Add" , PM templates are not showing
or
1. Go to Manage permission roles
2. User permission -> Delegation
3. "Create Delegation Based on Form Templates" missing
Cause
1. Performance templates not showing under Settings -> Delegation -> Create delegation -> Specify task details -> Add :
"Create Delegation Based on Form Templates" permission is not granted.
2. "Create Delegation Based on Form Templates" permission missing under Delegation RBP settings:
"Enable Performance Management Access Permission" is not enabled.
Resolution
- Go to "Performance management feature settings"
- Enable the permission "Enable Performance Management Access Permission"
- Now "Create Delegation Based on Form Templates" permission will show up under Manage permission roles -> Delegation
- Grant the "Create Delegation Based on Form Templates" permission to show Performance templates under settings -> Delegation
See Also
Keywords
Delegation, RBP, permission, manage permission roles, Create Delegation, performance templates, missing, add, template , KBA , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , Problem