on 2024 Jun 19 7:03 PM
We use the "Manager Role" for our Performance Forms Route Map. Is there a best practice or solve for the following scenario?
A manager writes a performance review during the Manager Review step of a Performance Form, but is then terminated before the form gets to Signature stage. The form has been routed to another manager to complete the process including signature, but the form has updated to this new manager's name throughout the form: how can we show the name of the previous (terminated) manager as the person who filled out the ratings?
Route Map:
Advanced Settings related to document transfer:
Settings related to Rating field:
Any advice or tips would be appreciated!
Geena
Request clarification before answering.
I've opened a support ticket and had a discussion with one of the SF Performance & Goals experts, unfortunately it is not a defect but just the way the system works. The following is a summary in the ticket of the issue and explanation, in case anyone else has the same question:
The scenario at issue:
A performance form has a goal section configured to Include the ability to rate - Everyone shares one rating box for each item and Except the employee who has a self-assessment rating box.
The manager has write permission for the official rating (Item Rating)
The employee has write permission for the unofficial rating (Unofficial User Rating)
Manager A enters ratings for the goals during the evaluation step
There is a manager change late in the review cycle and the form is routed to the new manager, Manager B
When Manager B opens the form, the ratings entered by Manager A are shown, there is no indication that the ratings were not entered by Manager B
So in this scenario, it isn't that the ratings now belong to Manager B, it is that the form is showing the official rating of record for those goals. Manager B just sees them because they are now the manager. The "Rating by Meghan..." label is showing because the section is configured to use the EZ-Rater UI.
I've submitted an enhancement ticket to see if we can at least report on "Last modified by" for the Official Rating and would appreciate any votes if you think this would be helpful to you: https://influence.sap.com/sap/ino/#/idea/325427
Thank you to everyone!
Geena
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Are you referring to show old Manager name in Route Map or want to find who was the old Manager?
Thanks
Mridul
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