2683062 - Finalize Form Button Permission - Performance Management

How to enable or remove Finalize Form button permission in PM form.

SAP SuccessFactors Performance Management

1. Navigate to Admin Center > Performance Management > Manage Templates

2. Select a PM Form Template where you would want to enable or remove Finalize Form button

3. Under General Settings, click "Show advanced options" then define Button Permission

• To display "Finalize Form" button in PM form, grant enabled permission for all or specific role on all or particular route steps, as seen below:

• To remove "Finalize Form" button in PM form, grant none permission for all or specific role on all or particular route steps, as seen below:

Please note that enabling or removing button permission in Manage Templates is not dynamic to live forms. You would need to launch a new form to see the changes made.

Finalize Form, Button Permission, Send to Next Step, Next Step, Send , KBA , LOD-SF-PM-FRM , Forms & Templates , How To