SAP Knowledge Base Article - Public

2076518 - Delete Form - Mass Delete Forms - How do I delete documents? - Performance Management

Symptom

How do I delete Performance forms?

Environment

SAP SuccessFactors Performance Management

Resolution

 Required Permissions

  • In an RBP environment, User that will be performing the deletion of documents will require explicit permission to do so.
    • This can be found by navigating to Admin Center > Manage Permission Roles > *Select Role* > Permission Button > Manage Documents > Check Delete Documents

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If you do not have the menu above available, then you might be using a Non-RBP environment(Administrative Domains).  If so, please see the following KBA, 2476753, for instructions on permissioning with that configuration.  

Delete Individual Documents

  1. Go to Admin Center (New Admin Tools)
  2. Click Manage Forms by User
  3. Click Delete Form
  4. Select "Employee Document Folder" or "Advanced Search" and enter relevant information
  5. Click Search button
  6. Check the check box on the left for the form you want to delete
  7. Click Delete button on top
  8. Confirm windows pop up: Are you sure you want delete selected 1 documents?
  9. Click Yes button
  10. Verify message 1 total forms. Successfully deleted: 1. Failed to delete: 0.

Delete Multiple Documents

A. Based on Form Template

  1. Admin Center > Delete Form.
  2. Advanced Search > Form Template field > click the "Select" link
    • The search options also allow you to define by various parameters to delete documents in bulk
  3. Select the template > click the <Search> button
  4. You can choose to "Select all ## documents in search results" or individually select the Doc ID's to be deleted => click the <Delete> button

B. Based on CSV Upload

    1. Admin Center > Delete Form.
    2. Advanced Search > Download Template
    3. Fill out the Form IDs to be deleted in the csv.
    4. Click Browse and select the csv file.
    5. Click Upload.

Auto Delete Documents on Inactive

Think about your admin resources and how many you can manually manage via admin tools. If you are unable to manually manage all these, then you may need to set the options to auto delete forms when people become inactive so that it is not a manual task.  See Manage Live Forms - Remove Inactive User Documents - Performance Management 

Note: The above options are the only supported options available. SAP Support does not provide any backend solutions to delete your forms, without exception. Customers should manage all their forms via their own admin resources, using Admin Tools. If you have large numbers of forms to delete, you may engage via Partners who can provide you the additional admin resources to manage any need.

Keywords

SFSF, SuccessFactors, document deletion, Manage Documents, PMGM, Performance Management, Delete form, mass delete forms , KBA , sf performance manage live forms , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , How To

Product

SAP SuccessFactors HCM Core all versions