SAP Knowledge Base Article - Public

2371760 - Goal Plan state doesn't change automatically when the form is auto routed

Symptom

Goal Plan state change is not working when the form is auto routed on due date.

There are 3 states in the Goal plan template.

1. Open
2. pending for Approval.
3. Locked.

Route map:- Employee Review --> Manager Approval --> Completed.

In the Employee Review step,the Goal plan state will be "Open". Manager Approval step the goal plan state is " Pending Approval" and when the form completes,the goal plan state will be " Locked". It is working fine in the normal flow. But when the form is  "AUTO ROUTED" from Manager Approval to Complete, the goal plan state is not changed to "locked,the goal is still in "Pending Approval.

Environment

  • Performance Management
  • Goal Management

Cause

It is an expected behavior when there is no signature step in the form.

Goal Plan state doesn't change automatically, if form  is auto-routed on due date from modify step to completed step directly.

For Support : Reference JIRA:PMU-3537

Resolution

In order to resolve this issue add a signature step before completed step.

Keywords

  • Goal Plan state
  • Auto-routed on Due date
, KBA , LOD-SF-PM-GM , Goals in PM Form , Product Enhancement

Product

SAP SuccessFactors HCM Core all versions