3786893 - Auto-complete inactive employees' in-progress performance forms to completed folder

• Inactive employees may have in-progress Performance Management forms that should automatically move to the Completed folder.
• The system provides an auto-delete option for in-progress forms, but the need is to auto-complete forms instead to avoid manual admin actions.

• Product: SAP SuccessFactors Performance & Goals
• Admin Center
• RBP
• Permissions and Settings

1. Set a user to inactive (employee leaves the organization).
2. Ensure the user has in-progress Performance Management forms.
3. Observe that the forms remain in-progress and do not automatically move to the Completed folder.

1. In Form Template Settings for each relevant Performance Management form template, enable the option: “Auto-complete inactive users' Performance Management forms if the job is scheduled.”
2. In Scheduled Job Manager, create and schedule a job of type: “Auto-Complete Inactive Users' Performance Management Forms for Configured Templates.”
3. If using Employee Central and auto-remove of inactive users’ in-progress forms is configured, review and adjust that configuration to avoid conflicts. Otherwise, forms may be removed while still in-progress or auto-completed and then removed.

• refer to: KBA 2936395 - Form Routing for Inactive Users
• refer to: Auto-Complete Inactive Users' Performance Management Forms

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