Question Re: P&G forms visibility from the previous employments (RBP settings) in Human Capital Management Q&A

P&G forms visibility from the previous employments (RBP settings)

irynakrukovska — Wed, 22 Feb 2023 12:02:01 GMT

Hello, Community.

We have the situation when a person has one employment and forms of Performance&Goals. Then we make concurrent employment for this person, make it primary and terminate person from the previous employment. We need that person and it`s manager can see all the performance forms (from all the previous employments).

If we give a person RBP like to see performance forms on self, person does not see all the forms from the previous employments (because username and ID are different).

Person can only see all the forms from the previous employments, if we give RBP for all (but we need that people can see only their own forms or forms of their subordinates).

Maybe someone has come across a similiar situation and can suggest a solution?

Re: P&G forms visibility from the previous employments (RBP settings)

Neeraj_Jain1 — Wed, 22 Feb 2023 12:07:49 GMT

Hello iryna.krukovska,

Please refer below SAP Note and Blog. Might be it's helps to you.

https://userapps.support.sap.com/sap/support/knowledge/en/2086708

2086708 - Manage Document Visibility - Hiding Documents in Enroute & from Completed Folders in Performance Management

https://blogs.sap.com/2014/02/27/successfactors-all-you-need-to-know-about-authorizations-and-security/

Confirm if it's works for you.

Regards,

Neeraj Jain

Re: P&G forms visibility from the previous employments (RBP settings)

nlgro02343 — Wed, 22 Feb 2023 13:57:43 GMT

By my knowledge there is no easy fix for this. The problem is indeed that the forms are bound to the user, not the the person-id external, which requires a user to use the button at the top of the employee's page and then switch to the prior employment to see old ones (assuming you have enabled the portlet that shows prior year performance forms). You could of course route the form to the new manager if it is active, but apart from that there's not much (without concessions on the performance forms) what can be done in my knowledge.

Re: P&G forms visibility from the previous employments (RBP settings)

irynakrukovska — Fri, 24 Feb 2023 10:27:08 GMT

Thank you for advices.

But unfortunately, it does not match for our situation.

Re: P&G forms visibility from the previous employments (RBP settings)

DivyaTiwari — Fri, 24 Feb 2023 11:32:22 GMT

Hello Iryana,

If the user switches to their inactive employment user using the employment switcher, they see inactive employment forms in the MyForms inbox.

I would like you to read through Impact of Multiple Employment on Performance Management

System cannot link a HOST form with a HOME account. The form see's it as 2 separate users. The PM and Calibration form is created against a User ID and after the form launch it cannot be changed. Only the roles like Manager can be updated in the form after it is created but when Employee Central is enabled the Manager update should come in Job Info correctly.

Best Reagards,

Divya

Re: P&G forms visibility from the previous employments (RBP settings)

irynakrukovska — Wed, 01 Mar 2023 08:17:55 GMT

Jasper de Groot, thank you for the respond.

We tried to route the form to a new manager, but in case if we have not single cases, it`s not very convenient.

So we would like to find some more automated solution, if it can be.