SAP Knowledge Base Article - Public

3591942 - FY2025 Performance Review routing issue

Symptom

Performance form was routed to next step though the permission to button permission: Finalize is disabled on the template level for a particular user. 

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. Login to the customer instance. 
  2. Proxy as the user who doesn't have permission to route the form
  3. Home > Performance > Open the affected performance form. 
  4. Notice that "Send to Next Step/Finalize" button is not visible. 
  5. Open the form that was routed to next step and check the audit to notice that the Manager was able send to next step.  

Cause

 Mass Route Document Forward permission was provided for the affected user though the button permission is disabled. 

Resolution

You can disable the permission: Mass Route Document Forward

For RBP instances, go to Admin Center > Manage Permission Roles > [Select the role] > Permission.. > Administrator Permissions > Manage Documents > Select Mass Route Document Forward and Mass Route Document Backward.

See Also

KBA 2076566 - Mass Route Documents from Inbox Using Send to Next Step or Send to Previous Step - Performance Management 

Keywords

mass inbox approve, mass route options, mass route document forward, mass route document backward, send to next step, performance management, sent to previous step, routing, doc, PMT-2268
 
, KBA , LOD-SF-CAL-ADM , Admin Tools, Permissions, Settings , Bug Filed

Product

SAP SuccessFactors Performance & Goals 2411