SAP Knowledge Base Article - Public

2507504 - Form missing in Inbox but is visible under All Forms - Performance Management

Symptom

When an employee goes to their Performance Form inbox, they do not see a specific form. Selecting "All Forms" to the right will display the form/s in question

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP SuccessFactors Performance and Goals

Reproducing the Issue

  1. Employee logs into system and goes into In Progress Inbox
  2. Performance Review Form is missing
  3. Performance Review Form is visible in the "All Forms" folder

Cause

There are two possible causes, and they boil down to the form getting filtered out of the current user's view:

  • The employee has selected "My Direct Reports"
  • The employee has filtered out the forms via Search filters

Resolution

  1. From the inbox, click on the All radio button if available
  2. If the form is still not visible after selecting All (or the option is not available) then Click on > Search 
  3. Set Templates: to "All Templates"
  4. Clear the Employee: field
  5. Set Divisions, Departments,and Locations to "All"
  6. Hit the Search button
    clearfilters.png

See Also

2075954 - Performance Inbox features

Keywords

Missing Performance Review Form, Missing Form, No Forms in Inbox, All Forms, PM form missing, form not in inbox , KBA , LOD-SF-PM-FRM , Forms & Templates , Problem

Product

SAP SuccessFactors HXM Core all versions