3832752 - Performance Management forms not transferred to new Second Manager after job relationship change

• Performance Management forms are not transferred to the new Second Manager when the Second Manager is changed in the employee's job relationship.
• The existing Performance Management forms remain with the old Second Manager.

• SAP SuccessFactors Performance & Goals
• Routing, Route Maps & Workflows

1. Set Second Manager 1 for an employee in Job Relationships.
2. Route/assign a Performance Management form to Second Manager 1 based on the configured workflow step.
3. Change the Second Manager in Job Relationships from Second Manager 1 to Second Manager 2.
4. Observe that the existing Performance Management form remains with Second Manager 1 and does not transfer to Second Manager 2.

The system does not support automatic transfer of Performance Management forms to the new Second Manager when the Second Manager (EA) is changed in Job Relationships.

1. Note that there is no standard automatic manager transfer configuration for Second Manager (EA); this is expected system behavior.
2. For Manager (EM), automatic manager transfer options exist (for example, automatic insertion of the new manager as next recipient, automatic inbox document transfer, automatic en route document transfer, and automatic completed document copy). Refer to: 2080650 - Automatic Manager Transfer Options (EM).
3. For Matrix Manager (EX), specific document-transfer support is available depending on configuration and the change mechanism. Refer to: 2077194 - Matrix Manager Document Transfer (EX) and 2078831 - Additional Details on Manager Transfer Behavior.
4. As EA/Second Manager is not supported by automatic document-transfer options, existing forms will not automatically move when the Second Manager changes.

• Refer to: 2080650 - Automatic Manager Transfer Options
• Refer to: 2077194 - Matrix Manager Document Transfer
• Refer to: 2078831 - Second Manager Transfer

Performance Management, Second Manager, EA, job relationship change, route map, workflow, form routing, manager transfer, automatic transfer, document transfer, EM, EX, PMGM, assignment, routing behavior , KBA , LOD-SF-PM-MAP , Routing, Route Maps & Workflows , Problem