SAP Knowledge Base Article - Public

2443030 - PM Document is not transferring to new manager after bulk employee import

Symptom

File loaded via SFTP and received email that the job completed "SuccessFactors system Employees Import (Admin_User_Import_Quartz MM/DD/YY h:mm PM] status".

These are the settings we had enabled on the template and the import file. :

Company: XYZ 

Send Welcome Message To New Users: false.

Default Password for New Users: *******

Validate Manager and HR fields: true.

Automatic Manager Transfer: true.

Automatic Transfer Inbox Document To New Manager: true.

Automatic Transfer Enroute Document To New Manager: true.

Automatic Transfer Complete Document To New Manager: true.

Automatic Process Owner Change for In-Progress Document to New Manager: false.

Automatic Process Owner Change for Complete Document to New Manager: false.

Automatic Mass Update Compensation Forms: false.

Automatic Mass Update Variable Pay Forms: false.

Remove In-Progress Documents for Inactive Users: true.

Remove Completed Documents for Inactive Users: false.

Remove Evaluation Documents for Inactive Users: false.

Enforce Manager-only Implementation: false.

Process inactive Users: false.

Re-activate purged Users: false.

 

Import file total record count: 26312.

 

Users imported/updated: 18686; Failed: 0.

Users marked as inactive: 0; Failed: 5978; No status change: 1648.

Inactive user updated: 0; Failed: 0.

Users transferred: 0; Failed: 0.

The import process only allows the updating of an existing inactive user. To create a user, please make sure the STATUS is set to active. The following inactive users were not added: 

XYZ..., etc.

User Import Process has completed successfully.

File has been processed: filenam_date.csv

 

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Environment

SAP SuccessFactors

  • Performance Management

Reproducing the Issue

1.  File loaded via SFTP

2.  Received email that the job completed "SuccessFactors system Employees Import (Admin_User_Import_Quartz MM/DD/YY h:mm PM] status".

Cause

The form did not transfer to new manager because you are using a C step

Resolution

1.  Route the form forward and route it back and the new manager should see the form.

2.  If you want this option to work in the future, you would need to setup a bulk import that will handle C step forms.  This would require separate incident to Enable Transfer Inbox documents for C-Step users during Bulk User Import (Works only for E, EM, EX and EP Roles) in provisioning.  IMPORTANT:  This solution would not work if you are using Employee Central now or decide to use EC in the future.  After feature is enabled, a selection would be checked in Bulk User Import Job called:  Transfer Inbox documents for C-Step users during Bulk User Import (Works only for E, EM, EX and EP Roles), and then you can send the new bulk import file to the SFTP server for loading.

3.  Reference to article 2144428 for issues (including C step) with forms not routing to new manager.

4.  See article 2404977 for behavior of form in C (collaborative step).

Keywords

KBA , troubleshooting , bulk import , c step , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , LOD-SF-PM , Performance Management , Problem

Product

SAP SuccessFactors HCM Core 1702