SAP Knowledge Base Article - Public

3748032 - Understanding the Automatic Document Removal Options

Symptom

How the Automatic Document Removal options work?
  • “Remove Inactive Employees’ In-Progress Documents”
  • “Remove Inactive Employees’ Completed Documents”
  • “Remove Inactive Employees’ 360 Evaluation Documents”

Environment

SAP SuccessFactors Performance & Goals

Resolution

“Remove Inactive Employees’ In-Progress Documents”
  • What it does: Deletes in-progress forms that belong to users who have become inactive.
  • Affects: Both PM forms and 360 forms, as long as the inactive user is the form owner.
“Remove Inactive Employees’ Completed Documents”
  • What it does: Deletes completed forms that belong to users who have become inactive.
  • Affects: Both PM and 360 forms, as long as the inactive user is the form owner.
“Remove Inactive Employees’ 360 Evaluation Documents”
  • What it does: Deletes 360 evaluation forms that are still in in-progress or pending status, specifically those where the inactive user is the form owner. 
  • Affects: Applies only to 360 evaluation documents.

Keywords

hris sync, automatic document removal, 360 evaluation documents, 360 reviews, participant forms, in-progress forms, completed forms, performance forms, pm forms, template override, import users, non-ec, ec-enabled, data retention, inactive employees , KBA , LOD-SF-MTR-FRM , Forms and Templates , Problem

Product

SAP SuccessFactors Performance & Goals all versions