The 2nd Level Direct Report is not included in the 360 form even if “Auto Include in Form” is enabled for this role in Manage Templates.
SuccessFactors 360 Multi-Rater
Reproducing the Issue
- Go to Manage Templates.
- Open a 360 Form Template.
- In the 'Rater List' section, add the 2nd Level Direct Report (or Any level of Direct Reports Below in the Reporting Hierarchy) in the 'Rater Category Name' column.
- Select the checkbox 'Auto Include in From' next to it.
- Click 'Save', to save your changes.
- Launch a 360 Review.
The 2nd Level Direct Reports are not auto-included in the Rater List of the 360 Review.
The "2nd Level Direct Report" role is not currently supported in default rater roles. So even this option is selected, the users in this role will still not be auto included in the form. (MTR-3236)
The reason why this option is available for you when configuring the 360 Form in Manage Templates is that this drop down list of user roles is a component that is used in other places in Manage Templates and it displays all the roles to fit all these places.
There is an internal enhancement request already created to make the "2nd Level Direct Report" role supported in default rater roles and auto included in 360 Forms. Therefore, there is a plan to fix this in the future, but this is not a commitment. (MTR-2362)
360 multi-rater, auto include, 2nd level direct report, hierarchy, default, rater, roles, form, review, enhancement request. , KBA , LOD-SF-PM-360 , 360 Reviews , Problem