2530838 - Initiate PM Forms in EC: How to Configure a new PM Form and Make it Launch in a new Instance

SAP Knowledge Base Article - Public

2530838 - Initiate PM Forms in EC: How to Configure a new PM Form and Make it Launch in a new Instance

Symptom

How to Configure a new PM form and Make it Launch in a new Instance

Environment

Employee Central - Rules

Performance Management - Forms

Resolution

This feature can be used to launch forms for Hire, Rehire and Job Change

 

 1- Check on the feature "PM v12 Acceleration — requires “Performance Appraisal Smart Form”" in provisioning company setting, as the feature only support on PMU form

 

2- Configure pm-form field under jobInfo element in succession data model, please notice that visibility should always be view:

img1.png

 

3- Grant the permission for the new field to the employee in RBP

img2.png

 

4- Go to Admin Centre -> Managing Form Templates. Upload the form here which contain very basic info

(In Adminn Centre > Performance Management > Form Template Settings)

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 5- If you see some warning due to the rating scale difference, you may go to admin tools->Manage Template to correct the content, save the template again

img4.png

 

6- To set up the route map and add it to your template just created, set up the rules and configure onpostsave to SDM, please follow

2533021 - Initiate PM Forms in EC: How to Configure EC - PMT to Initiate PM Forms to set up the route map and add it to your template just created,

 

7- Find the form_template_id for your created template and  Make sure this ID is mark with "LAUNCH_ENABLED"

(you can also run a report to check this )

 

8-Then you may trigger the onPostSave rule with if condition you set, the form should be able to launch successfully now. And only the employee who is routed to can see the form link

img6.png

 9- View by employee self who is routed to the form

img7.png

FAQ

PM form is not launched successfully although the event was published. The log below was found:

22:22:15,710 INFO  [LaunchPMFormSubscriber] [companyId=ECSReport1, userId=adminb1] Form validation fails for the user = 20150135 template name = Test PMU

 To fix this,  Uncheck "Disable Due Date Validation" selection for the form from Admin Center -> "Managing Form Templates"

See Also

2533021 - Initiate PM Forms in EC: How to Configure EC - PMT to Initiate PM Forms

2533061 - Initiate PM Form in EC: How to Configure the Off Cycle batch for future dated Scenarios

Keywords

Initiate PM forms, PM Forms in EC , KBA , LOD-SF-EC-RUL , Business Rules & Event Derivation , LOD-SF-PM-FRM , Forms & Templates , How To

Product

SAP SuccessFactors HCM Core 1705