Success factors - PMGM – Forms

This page presents some of the commonly asked questions about working with forms in
general.

What are forms?

Forms are online pages in SuccessFactors used to record the information you enter
in them. Your company designed the forms it uses to follow review processes, such
as an annual performance appraisal, and you'll work in these online forms much
like you would with a paper form. For example, you can enter information in a form,
save it, then go back later and modify the information, and send the form to
another employee.

All forms are organized into informational sections, with each section following one
right after the other down the page if you were to view the entire form; however,
you'll usually be viewing only one section at a time on your screen.

What's the difference between forms and form templates?

A form template is designed by your company to make it easy for you to have
standardized individual forms for a review event. The form template includes the
layout design, the individual sections that display in the form, and any required
instructions and built-in calculations you might need.

Individual forms are created based on the form template. A form automatically
includes all the elements from the form template. In fact, all forms created from the
same form template all start out looking exactly the same way. When you receive
one of these forms, all you have to do is complete it during the review, for example,
by adding your evaluation comments and ratings in the appropriate blank fields.

How do you open a form?

Whenever you see a form listed in one of your work pages, such as the Inbox page,
En Route page, or Completed page, you can open that form. To do so, double-click
the title of the form and it automatically opens in a separate page.

How are forms organized?

Forms are organized into individual sections, with each section following one right
after the other down the page. There are two general types of sections,
informational and working.

Informational sections, such as an Employee Information section or Review

Summary section, display read-only information for your reference.

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 Sample informational sections

Most of your form is dedicated to working sections, which are designed to allow
you to record or remove information. There are different types of working sections
to make it easy for you to capture different types of information. For example:

 Competency sections allow you to add competencies and write evaluation

feedback about them.
 Summary sections allow you calculate an overall performance score.
 Learning sections allow you to track the classes you've taken.
 Signature sections allow you sign your name on the form.

Your form can include multiple working sections. The type and order of these
sections are determined by your company.

Sample working section: Competency section

You can quickly get to any section on the form by using the navigation menu on
the left side of the page. The navigation menu lists the names of the sections in the
order they're displayed on the page.

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 Sample navigation menu

Some forms also include a routing sequence at the top of the page. The routing
sequence shows all the people who will see the form and the order in which they
will receive it.

Sample routing sequence

What's a form subject?

The subject of a form is the person who is going to be assessed (or, the person
whom the form is about). The subject is determined when a form is created, and
can't be changed.

The subject can be any employee in the company. Sometimes, during a review
event, the same person can take on more than one role. For example, the subject of
the form can also be the Originator, the person who created the form.

What do you enter in the different date fields?

You'll see a number of different date fields in a form. Some of the most commonly
used date fields are:

 Review period
Specifies the start date and end date of the time period for which the review
spans. For example, for an annual review, the time period spans 12 months,
so the start date might be: 01/01/2006. And the end date might be:
12/31/2006.

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  Due date
Specifies the date for which the form itself must be submitted to the
system.
 Target/Milestone date
Typically used with goals. Specifies the date for which you expect to fulfill
the activity or event listed.

How do you save your work in a form?

Although your company might be using autosave features to ensure that your work
is recorded, we recommend that you frequently save your work as you progress
through the form.

There are two ways to save your work while working in a form. Both options save
changes made to the entire form:

 In a section
Note Available for Mozilla® Firefox™ browser users only. Microsoft®
Internet Explorer™ users can use the following toolbar option instead.

Each section has its own save icon to make it convenient to save as you
work. When you finish a section, click in the section header. Your work is
saved.
 From the toolbar
The toolbar at the top of the page lists various action buttons, with a Save
button as one of them. At any time when you're working in a form, go to
the toolbar and click . Your work is saved.

What do you do when you've completed a form?

Once you've completed the form, you can send it to the next person in the routing
sequence. Every form has a routing sequence assigned to it that determines the
number of people who will see the form and the order in which those people will
receive it.

The routing sequence at the top of the page shows where you are currently in the
routing sequence, and the routing options currently available to you. Routing
options not currently available at this time are dimmed. For example, you might see
options to send the form to your manager, your Completed folder, or to the
Signature stage. To send the form, click the option you want.

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 Sample routing sequence

Once you've passed the form to the next person on the routing sequence, you're
finished with your part in the review event.

What happens to your form when you send it?

Whenever you send a form, it's removed from your Inbox page and placed into
your recipient's Inbox. Similarly, whenever you receive a form, it goes to your Inbox.

When you send a form, you'll see a confirmation message at the top of the Send To
page letting you know that the form was successfully sent to your recipient.

You can also track the progress of a sent form at any time by checking in one of
two places. If the form is still being routed to other people, you can view the form
in your En Route folder. If the form has been submitted for completion or is being
archived, you can view the form from your Completed folder. In addition, by
default, SuccessFactors sends you an email notification message whenever a form is
placed in your Inbox.

Who can see your form once you send it?

Everyone assigned to the routing sequence associated with the form can see the
content in the form, but generally not until they've already received the form. By
default, while the review event is still in progress, each person can only see a read-
only snapshot of the form as it appeared when they sent it to the next person.

Once the review event is complete, each participant will get a copy of the
completed form in their Completed folder. Once the form is in your Completed
folder, you can see a read-only snapshot of the form in its final version.

All Form Template Elements

The following table lists all form template elements that you can specify for all types of form
templates, in alphabetical order. Click one of the links below for descriptions of fields
available for each template type.

Review form template elements

360 form template elements

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If you need to change any elements of the form template not listed in this table, contact
SuccessFactors Customer Success. Only SuccessFactors Customer Success can modify or add
the following elements:

 Add sections to a form template.

 Remove sections from a form template.
 Add rating scales to a form template.
 Change a rating scale used in a template.

This Element... Means This... Applies to This

Type
of Form...
Allow Add Allows users to add users from outside the established routing 360
Approver/Evaluator map during the Modification stage of the routing process.
Review
If you select this option, users will see the Add Modifier button
or menu item and will be able to add users.

Tip The setting of the Show on-form workflow options as a

pulldown list option determines whether users will see a
button or menu item.

This change applies to existing forms as well as newly created

forms.
Allow Dashboard data The Dashboard data will be updated every time the form is 360
to update after each saved.
form save Review
If you don't select this option, the Dashboard data is updated
only when the form is completed.

Note We don't recommend selecting this option because

updating Dashboard data each time a form is saved might slow
down your system.
Allow form creator to Allows the form creator to choose either themselves (Self) or Review
select anyone as a any other active user as the subject of a form.
subject
When you select this option, you're turning on this feature.
Now, when creating the form, in addition to the names of
suggested users (self and direct reports), users will see a search
area where they can select any user in the system.

This change applies to newly created forms only, it doesn't

affect existing forms.
Allow Matrix Manager If an employee's Matrix Manager is a participant in the review, Review
to Delete document if enabling this option allows the Matrix Manager to delete a

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Delete button is form if the Delete button is enabled.
available
Tip If you want to use this option, make sure that the Disable
Delete button and Disable All Toolbar Buttons options are not
selected.

By default, only the originator of the form or the manager of

the subject of the form can delete the form. If you select this
option, the subject's Matrix Manager will also be able to delete
the form.
Allow Re-Selection of Allows employees to add back participants they’ve deleted 360
Removed Participants from the form.
to Feedback Team
After 360 Evaluation The users will be able to add the deleted participants from the
starts Add New Participants page The deleted Participant will be
shown with their original category settings.
Automatic Manager Disables the Automatic Manager Transfer options set on the 360
Transfer Employee Import page.
Review
Selecting any of these options doesn't specify how forms are
transferred. This means that you can only use the options on
this page to make this template an exception to the settings on
the Employee Import page. In order for forms to transfer, the
settings on both pages must be the same. See examples

For information about setting automatic manager transfer

options on the Employee Import page, click here.

You can select the following Automatic Manager Transfer

options:

 Do not Transfer Documents

No forms are transferred
 Automatic Manager Transfer
Select this option to specify any of the following:
 Automatic insertion of new manager as next
document recipient if not already
Add the new manager as the next person on the
approval chain to get the form. Select this
option to make the new manager a part of the
review process and remove the old manager
from the process.
 Automatic Inbox Document Transfer To New
Manager
Move forms from the old manager's Inbox to the
new manager's Inbox. Forms in all other folders,
such as En Route, are not transferred.

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  Automatic En Route Document Transfer To
New Manager
Move forms from the old manager's En Route
folder to the new manager's En Route folder.
 Automatic Completed Document Transfer to
New Manager
Move all completed forms about the employee
to the new manager's Completed folder. All
other forms are not transferred.

Bypass Draft Routing No longer allows users to create a new form as a draft version 360
(Draft Mode).
Review
When you select this option, users won't be able to edit the
form before routing it to others for evaluation.

This change applies to newly created forms only, it doesn't

affect existing forms.
Default Due Date Specifies the date on which the form is due. 360

To specify this date, select Specify Start/End/Due Dates. If Review

you select this option, you must also specify the Default Start
Date and Default End Date.

The Default Start Date, Default End Date, and Default Due Date
all work in conjunction with each other to specify the review
period and the date when the form is due. For example, if the
2008 Performance Review has the following dates:

Default Start Date = 1/1/2008

Default End Date = 12/31/2008

Default Due Date = 2/28/2009

Employees are being evaluated for the period from 1/1/2008

through 12/31/2008 and the form for that review period must
be completed by 2/28/2009. Note that in this example,
employees are being evaluated through 12/31/2008, not
2/28/2009.

This change applies to newly created forms only, it doesn't

affect existing forms.
Default Due Date (in Specifies the timeframe in which the form is due. 360
days)
This date is calculated in relation to the date when the form is Review
distributed, not when the form template is modified. For

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 example, if you modify the form template on August 2 and
distribute it on August 15, a form that's due in 30 days will be
due on September 15.

Use this option to specify a due date for forms which are not
used to evaluate data during a specific period, for example
employee surveys.

To evaluate data during a specific period, for example an

employee's performance during a year, select Specify
Start/End/Due Dates and specify the Default Start Date,
Default End Date, and Default Due Date instead.

This change applies to newly created forms only, it doesn't

affect existing forms.
Default Due Specifies the timeframe in which an email notice is sent to a 360
Notification Date (in user informing them that the form is due.
days) Review
The timeframe is a number of days in relation to the form's due
date. For example, if you specify 7, the notice is sent 7 before
the form is due.

Regardless of this setting, the Document Due Notification will

not be sent in the following circumstances:

 If you select the Disable Due Notification option.

 If the user's email notifications are turned off
For more information, see Turning Email Notifications
On or Off for Users.
 If the Document Due Notification email notification is
turned off
For more information, see Defining Your Company
Email Notifications.

This change applies to existing forms as well as newly created

forms.
Default Display Specifies which sections users see by default in the Graphical 360
Options in Graphical Summary view of the Detailed 360 report.
Summary View
If this option is selected, users will only see the selected
sections by default, but will be able to select any other available
sections as well.

This option applies only if the Show Display Options in

Graphical Summary View is selected.

This change applies to existing forms as well as newly created

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 forms.
Default End Date Specifies the end of the period being evaluated. 360

To specify this date, select Specify Start/End/Due Dates. If Review

you select this option, you must also specify the Default Start
Date and Default Due Date.

The Default Start Date, Default End Date, and Default Due Date
all work in conjunction with each other to specify the review
period and the date when the form is due. For example, if the
2008 Performance Review has the following dates:

Default Start Date = 1/1/2008

Default End Date = 12/31/2008

Default Due Date = 2/28/2009

Employees are being evaluated for the period from 1/1/2008

through 12/31/2008 and the form for that review period must
be completed by 2/28/2009. Note that in this example,
employees are being evaluated through 12/31/2008, not
2/28/2009.

This change applies to newly created forms only, it doesn't

affect existing forms.
Default Late Specifies the timeframe in which an email notice is sent to a 360
Notification Date user informing them that the form is late.
Review
The timeframe is a number of days in relation to the form's due
date. For example, if you specify 7, the notice is sent 7 days
after the form was due.

Regardless of this setting, the Document Late Notification will

not be sent in the following circumstances:

 If the user's email notifications are turned off

For more information, see Turning Email Notifications
On or Off for Users.
 If the Document Late Notification email notification is
turned off
For more information, see Defining Your Company
Email Notifications.

This change applies to existing forms as well as newly created

forms.

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 Default Start Date Specifies the start of the period being evaluated. 360

To specify this date, select Specify Start/End/Due Dates. If Review

you select this option, you must also specify the Default End
Date and Default Due Date.

The Default Start Date, Default End Date, and Default Due Date
all work in conjunction with each other to specify the review
period and the date when the form is due. For example, if the
2008 Performance Review has the following dates:

Default Start Date = 1/1/2008

Default End Date = 12/31/2008

Default Due Date = 2/28/2000

Employees are being evaluated for the period from 1/1/2008

through 12/31/2008 and the form for that review period must
be completed by 2/28/2009. Note that in this example,
employees are being evaluated through 12/31/2008, not
2/28/2009.

This change applies to newly created forms only, it doesn't

affect existing forms.
Default Targets Specifies the users who can be the subjects of the form. 360

This list displays on the Choose a Subject page when users Review
create a new form.

The options are:

 Self and Direct Reports

The subject of the form can be the originator of the
form or any of their direct reports.
 Self Only
The subject of the form can only be the originator of
the form.
 Direct Reports Only
The subject of the form can only be the direct reports
of the originator of the form.

This change applies to newly created forms only, it doesn't

affect existing forms.
Disable 360 button No longer allows users to view previously completed 360-type 360
forms about the subject while working in the current form.

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 By default, this option is turned on, and users can search for, Review
and copy-and-paste content from, 360 forms about the subject
while using the current form.

When you select this option, you're also removing the 360
button ( )
( ) from the toolbar.

This change applies to existing forms as well as newly created

forms.

Note If you want this option turned on, make sure you don't
select the Disable All Toolbar Buttons option.
Disable All Toolbar Turns off the toolbar. If you select this option, the users will not 360
Buttons see any toolbar buttons.
Review
If you select this option, users will not see any toolbar
buttons even if you don't select the following options:

 Disable 360 button

 Disable Delete button
 Disable Download button
 Disable Form button
 Disable Info button
 Disable Note button
 Disable Print Button
 Enable Legal Scan
 Enable Spell Check

Tip If want users to see only selected buttons, do not select this
option and select any of the options listed above.

This change applies to existing forms as well as newly created

forms.
Disable Ask For No longer allows users to send a form for comments to users Review
Comment Routing outside the established routing map during the Modification
stage.

By default, this option is turned on, and users can select

additional users to include and route the form to these added
users. When you select this option, you're turning off this
feature for this form.

This change applies to existing forms as well as newly created

forms.

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Disable Ask For Edit No longer allows users to send a form for editing to users 360
Routing outside the established routing map during the Modification
stage. Review

By default, this option is turned on, and users can select

additional users to include and route the form to these added
users. When you select this option, you're turning off this
feature for this form.

This change applies to existing forms as well as newly created

forms.
Disable Delete button No longer allows the originator of the form or the manager of 360
the subject of the form to delete the form.
Review
Tip If an employee's Matrix Manager is a participant in a
review, you can allow the Matrix Manager to also delete a form.
To do this, select the Allow Matrix Manager to Delete
document if Delete button is available option.

By default, this option is turned on, and those two types of

users can delete a form at any time.

When you select this option, you're also removing the Delete
button ( )

( ) from the toolbar.

This change applies to existing forms as well as newly created

forms.

Note If you want this button enabled, make sure you don't
select the Disable All Toolbar Buttons option.
Disable Download Available only if your company is using the Offline tool. 360
button
No longer allows users to download the form to a local system. Review

When you select this option, you're also removing the

Download button ( )

( ) from the toolbar.

This change applies to existing forms as well as newly created

forms.

Note If you want this option turned on, make sure you don't
select the Disable All Toolbar Buttons option.

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 Disable Due Date Specifies that SuccessFactors doesn't check whether the Due 360
Validation Date of the form is valid. For example, to be valid, the form's
Due Date must be later then its End Date and Start Date. Review
Disable Due Specifies that an email notification reminding users of an 360
Notification approaching due date for this form is not sent.
Review
When you select this option, you're turning off the email
notification for this type of form only.

This notification is sent in the timeframe specified by the

Default Due Notification Date.

This change applies to newly created forms only, it doesn't

affect existing forms.
Disable Form button No longer allows users to view other forms about the subject 360
while working in the current form.
Review
By default, this option is turned on, and users can search for,
and copy-and-paste content from, other forms about the
subject while using the current form.

When you select this option, you're also removing the Form
button ( )
( ) from the toolbar.

This change applies to existing forms as well as newly created

forms.
Disable Info button No longer allows user to view the Document Information page 360
of forms.
Review
By default, this option is turned on, and users can the
Document Information page, which shows details about the
form, such as form status.

When you select this option, you're also removing the

Information button
( )( ) from the toolbar.

This change applies to existing forms as well as newly created

forms.

Note If you want this option turned on, make sure you don't
select the Disable All Toolbar Buttons option.
Disable Late Specifies that an email notification reminding users that the 360
Notification form is past its due date is not sent.
Review

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 When you select this option, you're turning off the email
notification for this type of form only.

This notification is sent in the timeframe specified by the

Default Late Notification Date.

This change applies to newly created forms only, it doesn't

affect existing forms.
Disable Legal Scan Applies only if you're using the Legal Scan tool. 360
On Route
No longer performs an automatic Legal Scan when the user Review
completes a step.

Tip If you select this option, users will be able to perform a

Legal Scan manually if Legal Scan is enabled. To enable Legal
Scan, select the Enable Legal Scan option.

This change applies to existing forms as well as newly created

forms.
Disable Note button No longer allows users to search and open any Notes about 360
the subject of the form or to create new notes.
Review
When you select this option, you're also removing the Notes
button ( )
( ) from the toolbar.

This change applies to existing forms as well as newly created

forms.

Note If you want this option turned on, make sure you don't
select the Disable All Toolbar Buttons option.
Disable PDF Printing No longer allows users to print the form in PDF format. Review

If you select this option, users will be able to print the form
only in HTML format.

This change applies to existing forms as well as newly created

forms.
Disable Print Button No longer allows users to print the form. 360

When you select this option, you're also removing the Print Review
button ( )
( ) from the toolbar.

This change applies to existing forms as well as newly created

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 forms.

Note If you want this option turned on, make sure you don't
select the Disable All Toolbar Buttons option.
Disable Page Setup No longer allows users to print the form in PDF format, or print 360
button only selected sections of a form.
Review
If you select this option, users will be able to only print the
entire form and only in HTML format.

By default, this option is turned on, and users can choose the
format in which they want to print the form, either in PDF
format or HTML format. In addition, users can choose to print
only a few sections of a form.

When you select this option, you're also removing the Page
Setup button
( ) or Print button ( ) from the toolbar.

This change applies to existing forms as well as newly created

forms.

Note If you want this option turned on, make sure you don't
select the Disable All Toolbar Buttons option.
Disable Send and No longer allows users to open the next form in their Inbox 360
Open Next Form after they complete a step in the current form.
Button Review
If you select this option, users will not see the Send and Open
Next Form button when they complete a step. They will only be
able to send the form and return to their Inbox or cancel their
action.

By default, this option is turned in, and users can send the form
and automatically open the next form in their Inbox, as well as
send the form and return to their Inbox or cancel their action.
Disable Send Button No longer allows users to send the form and hides the Send 360
button or menu item.
Review
Disable Send Button No longer allows users to send a completed form and hides the 360
for completed Send button or menu item during the Complete step.
documents Review
Disable Spell Check Applies only if you're using the Spell Check tool. 360
On Route
No longer performs an automatic Spell Check when the user Review
completes a step.

Tip If you select this option, users will be able to perform a

16
 Spell Check manually if Spell Check is enabled. To enable Spell
Check, select the Enable Spell Check option.

This change applies to existing forms as well as newly created

forms.
Display Section Specifies that ratings for each rated section are shown in the 360
Ratings in Detailed Detailed 360 report.
360 Report
If this option is not selected, only overall ratings are shown.
Disable Step Exit Specifies that the system no longer sends an email notification 360
Notification informing users that the form is moving from one step to
another. Review

When you select this option, you're turning off the email
notification for this type of form only.

This change applies to existing forms as well as newly created

forms.
Disallow users from Prevents employees who can create forms from changing the 360
changing the Due due date of the form.
Date Review
If this option is selected, the Due Date specified in the form
template will always be used, users won't be able to change
this date when creating the form.

This change applies to existing forms as well as newly created

forms.
Disallow users from Prevents employees who can create forms from changing the 360
changing the End start date, end date, or due date of the form.
Date Review
If this option is selected, the End Date specified in the form
template will always be used, users won't be able to change
this date when creating the form.

This change applies to existing forms as well as newly created

forms.
Disallow users from Prevents employees who can create forms from changing the 360
changing the Start start date, end date, or due date of the form.
Date Review
If this option is selected, the Start Date specified in the form
template will always be used, users won't be able to change
this date when creating the form.

This change applies to existing forms as well as newly created

forms.
Display Step Start Displays the start date of the step, if specified. 360
Date

17
 The start date is shown above the routing map in the form. Review

You specify the start date for the step in the Routing Map. For
more information, click here.

This change applies to existing forms as well as newly created

forms.
Do Not Transfer See Automatic Manager Transfer. 360
Documents
Review
Enable 360 Detailed Allows the selected users to see the 360 Detailed report. 360
Report Permission
for... You can choose more than one type of participant.

Tip The participant options work in conjunction with each

other, meaning users who fit in more than one category will get
included. For example, if you select Manager/HR and Approvers
because you want to exclude the subject of the evaluation
(Employee), then make sure that the subject is not also one of
the Approvers. Otherwise, the subject will be included, even
though you didn't specifically choose the Employee option.

If you don't select any participants, only the Process Owner will
be able to see the report.

The participant choices are:

 Process Owner
The last person to modify the form before it's
distributed to others for evaluation.
 Employee
The person who is the subject of the 360 evaluation.
 Users With Detailed Reports Privilege
Any person who has Detailed Reporting Privileges
defined.
 Manager/HR
The manager or the HR representative of the subject of
the form.
 Approvers
Everyone who contributed to, or modified, the content
of the form before it was distributed for evaluation.

This change applies to existing forms as well as newly created

forms.
Enable 360 Specifies which 360 Participants can view the individual 360
Drilldown evaluation results.

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Permission for... You can choose more than one type of Participant. Your
selections apply only to this type of form, and they override any
default company settings.

Tip These Participant options work in conjunction with each

other, meaning users who fit in more than one category will get
included. For example, if you select Manager/HR and Approvers
because you want to exclude the subject of the evaluation
(Employee), then make sure that the subject is not also one of
the Approvers. Otherwise, the subject will be included, even
though you didn't specifically choose the option.

The participant choices are:

 Process Owner
The last person to modify the form before it's
distributed to others for evaluation.
 Employee
The person who is the subject of the 360 evaluation.
 Users With Detailed Reports Privilege
Any person who also belongs to a user group that has
the Detailed Reports Privilege associated with it.
 Manager/HR
The manager or the HR representative of the subject of
the form.
 Approvers
Everyone who contributed to, or modified, the content
of the form before it was distributed for evaluation.

This change applies to existing forms as well as newly created

forms.
Enable Add New Allows the Process Owner to add more reviewers after the 360
Participants after evaluation phase has begun. You might want to add
360 Evaluation starts reviewers after the evaluation has already started to replace
for... users who declined to evaluate the form, or to create a more
balanced sample of users.

By default, you can only add reviewers when you're still

modifying the form, and before the form is distributed for
evaluation.

When you select this option, you're allowing the Process Owner
to continue to add reviewers during the entire evaluation
phase.

This change applies to existing forms as well as newly created

forms.

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Enable Anonymous Specifies that the manager of the form's subject can select to 360
360 Detailed Report see the Detailed 360 report with the names of participants
View hidden.

This option applies only if the form is configured as a named

assessment.
Enable Auto Save at Specifies that changes are automatically saved when a session 360
Session Timeout times out.
Review
Enable Completed Allows users to copy comments from a section in previously Review
Form Item Comment completed form into the same section of the current form. For
Copy example, if you have the same competency in last year's review
as you do in the current review, the user will be able to open
the completed form and copy their comments into the current
form.
Enable enhanced Hides categories in the comments section of the Detailed 360 360
Detailed 360 Report report.
anonymity
Enable form title Allows the user to edit the title of the form while working in the 360
editability in Form form.
(V10) Review
Enable form title Allows the user to edit the title of the form while working in the 360
editability in Form Form Information page.
info page (V10) Review
Tip To access this page, users click the button.
Enable Gap Analysis Allows users to see the Gap Analysis view of the Detailed 360 360
View from Detailed report.
360 Report
If you select this option, users will see a Gap Analysis View
button in the Detailed 360 report.
Enable Legal Scan Available only if your company is using the Legal Scan tool. 360

Allows the user to perform legal scan of the entire form. Review

When you select this option, your users will see the Legal Scan
button ( )
( ) on the toolbar, and can use this feature to check for
misspellings in individual comment sections only, or on the
entire form.

This change applies to existing forms as well as newly created

forms.

Note If you want Legal Scan turned on, select this option and
make sure you don't select the Disable All Toolbar Buttons
option.

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 Enable Progress Enables the Progress Meter, which shows the approximate 360
Meter amount of time it will take to complete a form.
Review
Enable Rank View Allows users to see the Rank view of the Detailed 360 report. 360
from Detailed 360
Report If you select this option, users will see a Rank View button in
the Detailed 360 report.
Enable Rich Text Allows users to use Rich Text Editing when providing 360
Editing of Comment comments.
Fields Review
Enable Spell Check Available only if your company is using the Spell Check tool. 360

Allows spell-checking of the entire form. Review

When you select this option, your users will see the Spell Check
button ( )( )on the toolbar, and can use this
feature to check for misspellings in individual comment
sections only, or on the entire form.

This change applies to existing forms as well as newly created

forms.

Note If you want Spell Check turned on, select this option and
make sure you don't select the Disable All Toolbar Buttons
option.
Enable Word XML Allows users to export the form in XML format. 360
Export
Enable Writing Makes the Writing Assistant tool available for this form. 360
Assistant
By default, the Writing Assistant is turned off and not available Review
to users through the form. Users can always access Writing
Assistant from the left navigation bar, but not directly from the
form.

When you select this option, you're turning on Writing

Assistant for this form so users can access the tool from directly
in the form. When you access Writing Assistant from within a
form, the text is context-sensitive in relation to the form's
content.

This change applies to existing forms as well as newly created

forms.
Form Timeout Alert Specifies when to send a timeout alert to users. 360
(minutes prior to end
of session) A timeout alert notifies users that their session is about to Review
expire so that they can save their work.

21
 A session is 30 minutes long. This means that if the user does
nothing in the system for 30 minutes, the system will
automatically log them out.

This option specifies when the timeout alert is sent, relative to

the end of the session. For example, if you select 5, the timeout
alert is sent five minutes before the session ends (after 25
minutes of inactivity).
Hide Add Signer No longer allows users to send a form for a signature to users Review
buttons outside the established routing map.

By default, this option is turned on, and users can included

other users in the approval process, and rote the form to these
added users.

When you select this option, you're turning off this feature for
this form. Users will no longer see the Add Signer buttons in
the workflow interface.

This change applies to existing forms as well as newly created

forms.
Hide manager's own Specifies that the manager's own forms are not shown in the 360
documents in Manager Dashboard.
Manager Dashboard Review
For information about the Manager Dashboard, click here.
Hide the 'decline to Hides the Decline to Participate button from the specified role. 360
participate' button
on the 360 form
for... The participant choices are:

 Process Owner
The last person to modify the form before it's
distributed to others for evaluation.
 Manager/HR
The manager or the HR representative of the subject of
the form.
 Employee
The person who is the subject of the 360 evaluation.
 Approvers
Everyone who contributed to, or modified, the content
of the form before it was distributed for evaluation.
 All raters

Tip Use this option if you want to let users choose whether
they want to participate.
Hide the Export and No longer allows users to export forms in their Completed 360
Export (Compact)

22
 buttons for folder. Review
documents in the
Completed Folder When you select this option, you're also removing the Export
button ( ) from the toolbar. This button appears only for
Completed forms and allows users to export their completed
forms.

This change applies to existing forms as well as newly created

forms.
Hide the link to the Prevents users from viewing the Detailed 360 report until all 360
detailed 360 report in participants have completed the form.
the En Route and
Completed folders Note We recommend selecting this option. Otherwise, users
until all users have will be able to view the Detailed 360 report at any time, even
completed the 360 before all participants have provided their ratings. In this case,
the report might show inaccurate results.

This change applies to existing forms as well as newly created

forms.
Hide the Show No longer allows the form's originator to select sections that 360
Assignment button participants can rate.

If you select this option, all participants will have to provide

ratings for all sections.
Hide the link to the No longer allows users to view the Detailed 360 report until all 360
detailed 360 report users
in the En Route and
Completed folders
until all users have
completed the 360
Hide the Remove No longer allows users to remove participants during the 360
Participant button in evaluation mode.
Evaluation Mode
Last Modified Displays a date and time stamp of the last time this form 360
template was modified. The information is recorded
automatically. Review

This is a read-only field.

Only create for users Allows you to create the form only for employees who haven't 360
who don't have an received this form already, for example newly hired employees
existing form with or employees who are new to the system. Review
an End Date
between...and... If you select this option, specify the timeframe in the
mm/dd/yyyy format. For example, if you specify 01/31/2008
and 2/28/2008, the users who received this form with the End
Date between 1/31/2008 and 02/28/2008 will not receive the

23
 form.
Participants Specifies the level of information to be excluded in 360 360
Threshold Control. reports for this form. You might want to exclude responses to
Apply Threshold protect anonymity or to ensure an accurate sampling of data.
On...
 Participant Level
Excludes responses for the entire form. For example,
you might want to exclude all responses from peers, if
the minimum number of peers don't complete the
evaluation.
 Item Level
Excludes responses for specific sections of the form. For
example, you might exclude the Competencies section
responses if not enough participants completed that
section.

Routing Map Selects the routing map to associate with this template. 360

You can only select from existing routing maps. Review

For more information about routing maps, see Creating a new

routing map.

Tip If you'd like recommendations on how to use routing maps

to best suit your business needs, contact SuccessFactors
Customer Success.
Select Add Signers Allows you to select when users can add Signers that are not Review
UI part of the to the established routing map.

Select one of the following

 v1
Allows users to add signers only when the form is in the
Modify stage
 v2
Allows users to add signers while the form is either in
the Modify stage or the Signature stage.

Show digital Specifies that the signer's name is shown on the printed copy 360
signatures in of the form as well as their role and the date when the user
Document Print signed the form. Review
Preview
If you don't select this option, only the signer's role and date
when the user signed the form is shown.
Show Display Specifies that the display options section is displayed in the 360
Options in Graphical Graphical Summary view of the Detailed 360 report.
Summary View

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 If you select this option, users will be able to select the sections
they want to see.

This change applies to existing forms as well as newly created

forms.
Show on-form Displays the routing actions the user can take in a dropdown 360
workflow options as menu as shown in the following graphic.
a pulldown list Review

If this option is not selected, the routing actions are shown as

buttons as shown in the following graphic.

This change applies to existing forms as well as newly created

forms.
Show Participants in Applicable only for Anonymous 360s. 360
Status Summary
(Applicable to Displays the names of the participants (in random order) in
Anonymous 360's the Participant List summary during the evaluation phase of
only) an Anonymous 360. This option is only applicable to
Anonymous 360s. You can't use this option with Named 360
evaluations.

By default, no participant names are listed for Anonymous

360s.

When you select this option, you're allowing participant names

to be displayed on the Participant List during the evaluation
phase. Names are displayed in random order, with no way to
correlate the names with actual reviews, so anonymity isn't
jeopardized.

Tip You might want to use this feature if you're also using the
Enable Add New Participants after 360 Evaluation starts option,
because your users can see who they've already chosen to
participate, and if they need to add more users, they can ensure
that they aren't selecting the same users.
Show Signoff When the form is in the Signature stage, displays the name of 360
routing step names the step in the routing map as shown in the following graphic.
in Signoff Stage Review

25
 If this option is not selected, the step appears without a name,
as shown in the following graphic.

Template Flag Specifies whether the form template is public or private. 360

 Public form templates are transferrable any time a Review

manager-transfer process is started. For example, all
public forms under the old manager are transferred to
the new manager. Most forms are Public.
 Private form templates are not transferred during the
manager-transfer process. A Private form remains with
the original manager.

This change applies to existing forms as well as newly created

forms.
Template Name Identifies the name of the form template. 360

This is the unique name of the individual form template, not Review
the template type. The template type is shown in the
Template Type field.
Note We recommend not using this form element to rename
existing form templates in SuccessFactors. If you use this
form element to rename an existing form template, your new
template will replace the existing one. This means that you
will have no record of the existing template, and any report
results will combine data from the original template and the
new one, treating them as the same form template. To ensure
that your new template doesn't replace the existing template,
contact SuccessFactors Customer Success to create a new
template for you instead of renaming an existing one.
Template Status Specifies whether the template is enabled or disabled. 360

 Enabled templates are active and available for use. If a Review

user is granted permission to use the forms, the
Enabled templates show in their list of forms. Users
can then use the template to create a new form.
 Disabled templates are inactive but are still stored in
SuccessFactors. Disabled templates don't display on

26
 the list of forms that users can create, and can no
longer be used to create new forms. Only the
Administrator can view a disabled template. Users can
finish completing any in-progress forms already
created from the template before it was disabled.

This change applies to existing forms as well as newly created

forms.
Template Type Identifies the template type, for example, a 360 template or a 360
Review template.
Review
This is a read-only field.
Don't display the Prevents the subject's manager and HR representative from 360
subject's Manager automatically appearing in the participant list on the form.
and HR rep by
default as potential By default, SuccessFactors automatically displays the subject's
participants manager and HR representative as suggested participants.

When you select this option, you're turning off the suggested-
user feature for this form. Your users must manually add all the
participants they want to include. You might want to select this
option if your company doesn't usually include the manager or
HR representative in 360 reviews.

360 Form Template Elements

The following table lists all form template elements that you can specify for 360 form
templates, in alphabetical order. Click one of the following links for descriptions of fields
available for other template types.

Review form template elements

All form template elements

If you need to change any elements of the form template not listed in this table, contact
SuccessFactors Customer Success. Only SuccessFactors Customer Success can modify or add
the following elements:

 Add sections to a form template

 Remove sections from a form template
 Add rating scales to a form template
 Change a rating scale used in a template

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This Element... Means This...
Allow Add Allows users to add users from outside the established routing map
Approver/Evaluator during the Modification stage of the routing process.

If you select this option, users will see the Add Modifier button or menu
item and will be able to add users.

Tip The setting of the Show on-form workflow options as a pulldown

list option determines whether users will see a button or menu item.

This change applies to existing forms as well as newly created forms.

Allow Dashboard data to The Dashboard data will be updated every time the form is saved.
update after each form save
If you don't select this option, the Dashboard data is updated only when
the form is completed.

Note We don't recommend selecting this option because updating

Dashboard data each time a form is saved might slow down your system.
Allow Re-Selection of Allows employees to add back participants they’ve deleted from the form.
Removed Participants to
Feedback Team After 360 The users will be able to add the deleted participants from the Add New
Evaluation starts Participants page The deleted Participant will be shown with their original
category settings.
Automatic Manager Transfer Disables the Automatic Manager Transfer options set on the Employee
Import page.

Selecting any of these options doesn't specify how forms are transferred.
This means that you can only use the options on this page to make this
template an exception to the settings on the Employee Import page. In
order for forms to transfer, the settings on both pages must be the same.
See examples

For information about setting automatic manager transfer options on the

Employee Import page, click here.

You can select the following Automatic Manager Transfer options:

 Do not Transfer Documents

No forms are transferred
 Automatic Manager Transfer
Select this option to specify any of the following:
 Automatic insertion of new manager as next document
recipient if not already
Add the new manager as the next person on the approval
chain to get the form. Select this option to make the new
manager a part of the review process and remove the old
manager from the process.

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  Automatic Inbox Document Transfer To New Manager
Move forms from the old manager's Inbox to the new
manager's Inbox. Forms in all other folders, such as En
Route, are not transferred.
 Automatic En Route Document Transfer To New
Manager
Move forms from the old manager's En Route folder to the
new manager's En Route folder.
 Automatic Completed Document Transfer to New
Manager
Move all completed forms about the employee to the new
manager's Completed folder. All other forms are not
transferred.

Bypass Draft Routing No longer allows users to create a new form as a draft version (Draft
Mode).

When you select this option, users won't be able to edit the form before
routing it to others for evaluation.

This change applies to newly created forms only, it doesn't affect existing
forms.
Default Due Date Specifies the date on which the form is due.

To specify this date, select Specify Start/End/Due Dates. If you select

this option, you must also specify the Default Start Date and Default
End Date.

The Default Start Date, Default End Date, and Default Due Date all work in
conjunction with each other to specify the review period and the date
when the form is due. For example, if the 2008 Performance Review has
the following dates:

Default Start Date = 1/1/2008

Default End Date = 12/31/2008

Default Due Date = 2/28/2009

Employees are being evaluated for the period from 1/1/2008 through
12/31/2008 and the form for that review period must be completed by
2/28/2009. Note that in this example, employees are being evaluated
through 12/31/2008, not 2/28/2009.

This change applies to newly created forms only, it doesn't affect existing
forms.

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Default Due Date (in days) Specifies the timeframe in which the form is due.

This date is calculated in relation to the date when the form is distributed,
not when the form template is modified. For example, if you modify the
form template on August 2 and distribute it on August 15, a form that's
due in 30 days will be due on September 15.

Use this option to specify a due date for forms which are not used to
evaluate data during a specific period, for example employee surveys.

To evaluate data during a specific period, for example an employee's

performance during a year, select Specify Start/End/Due Dates and
specify the Default Start Date, Default End Date, and Default Due Date
instead.

This change applies to newly created forms only, it doesn't affect existing
forms.
Default Due Notification Specifies the timeframe in which an email notice is sent to a user
Date (in days) informing them that the form is due.

The timeframe is a number of days in relation to the form's due date. For
example, if you specify 7, the notice is sent 7 before the form is due.

Regardless of this setting, the Document Due Notification will not be sent
in the following circumstances:

 If you select the Disable Due Notification option.

 If the user's email notifications are turned off
For more information, see Turning Email Notifications On or Off
for Users.
 If the Document Due Notification email notification is turned off
For more information, see Defining Your Company Email
Notifications.

This change applies to existing forms as well as newly created forms.

Default Display Options in Specifies which sections users see by default in the Graphical Summary
Graphical Summary View view of the Detailed 360 report.

If this option is selected, users will only see the selected sections by
default, but will be able to select any other available sections as well.

This option applies only if the Show Display Options in Graphical

Summary View is selected.

This change applies to existing forms as well as newly created forms.

Default End Date Specifies the end of the period being evaluated.

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 To specify this date, select Specify Start/End/Due Dates. If you select
this option, you must also specify the Default Start Date and Default
Due Date.

The Default Start Date, Default End Date, and Default Due Date all work in
conjunction with each other to specify the review period and the date
when the form is due. For example, if the 2008 Performance Review has
the following dates:

Default Start Date = 1/1/2008

Default End Date = 12/31/2008

Default Due Date = 2/28/2009

Employees are being evaluated for the period from 1/1/2008 through
12/31/2008 and the form for that review period must be completed by
2/28/2009. Note that in this example, employees are being evaluated
through 12/31/2008, not 2/28/2009.

This change applies to newly created forms only, it doesn't affect existing
forms.
Default Late Notification Specifies the timeframe in which an email notice is sent to a user
Date informing them that the form is late.

The timeframe is a number of days in relation to the form's due date. For
example, if you specify 7, the notice is sent 7 days after the form was due.

Regardless of this setting, the Document Late Notification will not be sent
in the following circumstances:

 If the user's email notifications are turned off

For more information, see Turning Email Notifications On or Off
for Users.
 If the Document Late Notification email notification is turned off
For more information, see Defining Your Company Email
Notifications.

This change applies to existing forms as well as newly created forms.

Default Start Date Specifies the start of the period being evaluated.

To specify this date, select Specify Start/End/Due Dates. If you select

this option, you must also specify the Default End Date and Default Due
Date.

The Default Start Date, Default End Date, and Default Due Date all work in
conjunction with each other to specify the review period and the date

31
 when the form is due. For example, if the 2008 Performance Review has
the following dates:

Default Start Date = 1/1/2008

Default End Date = 12/31/2008

Default Due Date = 2/28/2009

Employees are being evaluated for the period from 1/1/2008 through
12/31/2008 and the form for that review period must be completed by
2/28/2009. Note that in this example, employees are being evaluated
through 12/31/2008, not 2/28/2009.

This change applies to newly created forms only, it doesn't affect existing
forms.
Default Targets Specifies the users who can be the subjects of the form.

This list displays on the Choose a Subject page when users create a new
form.

The options are:

 Self and Direct Reports

The subject of the form can be the originator of the form or any
of their direct reports.
 Self Only
The subject of the form can only be the originator of the form.
 Direct Reports Only
The subject of the form can only be the direct reports of the
originator of the form.

This change applies to newly created forms only, it doesn't affect existing
forms.
Disable 360 button No longer allows users to view previously completed 360-type forms
about the subject while working in the current form.

By default, this option is turned on, and users can search for, and copy-
and-paste content from, 360 forms about the subject while using the
current form.

When you select this option, you're also removing the 360 button (
)( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this option turned on, make sure you don't select the

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 Disable All Toolbar Buttons option.
Disable All Toolbar Buttons Turns off the toolbar. If you select this option, the users will not see any
toolbar buttons.

If you select this option, users will not see any toolbar buttons even if
you don't select the following options:

 Disable 360 button

 Disable Delete button
 Disable Download button
 Disable Form button
 Disable Info button
 Disable Note button
 Disable Print Button
 Enable Legal Scan
 Enable Spell Check

Tip If want users to see only selected buttons, do not select this option
and select any of the options listed above.

This change applies to existing forms as well as newly created forms.

Disable Ask For Edit Routing No longer allows users to send a form for editing to users outside the
established routing map during the Modification stage.

By default, this option is turned on, and users can select additional users
to include and route the form to these added users. When you select this
option, you're turning off this feature for this form.

This change applies to existing forms as well as newly created forms.

Disable Delete button No longer allows the originator of the form or the manager of the subject
of the form to delete the form.

By default, this option is turned on, and those two types of users can
delete a form at any time.

When you select this option, you're also removing the Delete button (
)( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this button enabled, make sure you don't select the
Disable All Toolbar Buttons option.
Disable Download button Available only if your company is using the Offline tool.

No longer allows users to download the form to a local system.

33
 When you select this option, you're also removing the Download button
( )( )from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this option turned on, make sure you don't select the
Disable All Toolbar Buttons option.
Disable Due Date Specifies that SuccessFactors doesn't check whether the Due Date of the
Validation form is valid. For example, to be valid, the form's Due Date must be later
then its End Date and Start Date.
Disable Due Notification Specifies that an email notification reminding users of an approaching
due date for this form is not sent.

When you select this option, you're turning off the email notification for
this type of form only.

This notification is sent in the timeframe specified by the Default Due

Notification Date.

This change applies to newly created forms only, it doesn't affect

existing forms.
Disable Form button No longer allows users to view other forms about the subject while
working in the current form.

By default, this option is turned on, and users can search for, and copy-
and-paste content from, other forms about the subject while using the
current form.

When you select this option, you're also removing the Form button (
)( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Disable Info button No longer allows user to view the Document Information page of forms.

By default, this option is turned on, and users can the Document
Information page, which shows details about the form, such as form
status.

When you select this option, you're also removing the Information button
( )( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this option turned on, make sure you don't select the
Disable All Toolbar Buttons option.

34
Disable Late Notification Specifies that an email notification reminding users that the form is past
its due date is not sent.

When you select this option, you're turning off the email notification for
this type of form only.

This notification is sent in the timeframe specified by the Default Late

Notification Date.

This change applies to newly created forms only, it doesn't affect existing
forms.
Disable Legal Scan On Applies only if you're using the Legal Scan tool.
Route
No longer performs an automatic Legal Scan when the user completes a
step.

Tip If you select this option, users will be able to perform a Legal Scan
manually if Legal Scan is enabled. To enable Legal Scan, select the Enable
Legal Scan option.

This change applies to existing forms as well as newly created forms.

Disable Note button No longer allows users to search and open any Notes about the subject
of the form or to create new notes.

When you select this option, you're also removing the Notes button (
)( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this option turned on, make sure you don't select the
Disable All Toolbar Buttons option.
Disable Print Button No longer allows users to print the form.

When you select this option, you're also removing the Print button (
)( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this option turned on, make sure you don't select the
Disable All Toolbar Buttons option.
Disable Page Setup button No longer allows users to print the form in PDF format, or print only
selected sections of a form.

If you select this option, users will be able to only print the entire form
and only in HTML format.

35
 By default, this option is turned on, and users can choose the format in
which they want to print the form, either in PDF format or HTML format.
In addition, users can choose to print only a few sections of a form.

When you select this option, you're also removing the Page Setup button
( ) or Print button ( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this option turned on, make sure you don't select the
Disable All Toolbar Buttons option.
Disable Send and Open No longer allows users to open the next form in their Inbox after they
Next Form Button complete a step in the current form.

If you select this option, users will not see the Send and Open Next Form
button when they complete a step. They will only be able to send the
form and return to their Inbox or cancel their action.

By default, this option is turned in, and users can send the form and
automatically open the next form in their Inbox, as well as send the form
and return to their Inbox or cancel their action.
Disable Send Button No longer allows users to send the form and hides the Send button or
menu item.
Disable Send Button for No longer allows users to send a completed form and hides the Send
completed documents button or menu item during the Complete step.
Disable Spell Check On Applies only if you're using the Spell Check tool.
Route
No longer performs an automatic Spell Check when the user completes a
step.

Tip If you select this option, users will be able to perform a Spell Check
manually if Spell Check is enabled. To enable Spell Check, select the
Enable Spell Check option.

This change applies to existing forms as well as newly created forms.

Display Section Ratings in Specifies that ratings for each rated section are shown in the Detailed 360
Detailed 360 Report report.

If this option is not selected, only overall ratings are shown.

Disable Step Exit Specifies that the system no longer sends an email notification informing
Notification users that the form is moving from one step to another.

When you select this option, you're turning off the email notification for
this type of form only.

This change applies to existing forms as well as newly created forms.

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Disallow users from Prevents employees who can create forms from changing the due date of
changing the Due Date the form.

If this option is selected, the Due Date specified in the form template will
always be used, users won't be able to change this date when creating
the form.

This change applies to existing forms as well as newly created forms.

Disallow users from Prevents employees who can create forms from changing the start date,
changing the End Date end date, or due date of the form.

If this option is selected, the End Date specified in the form template will
always be used, users won't be able to change this date when creating
the form.

This change applies to existing forms as well as newly created forms.

Disallow users from Prevents employees who can create forms from changing the start date,
changing the Start Date end date, or due date of the form.

If this option is selected, the Start Date specified in the form template will
always be used, users won't be able to change this date when creating
the form.

This change applies to existing forms as well as newly created forms.

Display Step Start Date Displays the start date of the step, if specified.

The start date is shown above the routing map in the form.

You specify the start date for the step in the Routing Map. For more
information, click here.

This change applies to existing forms as well as newly created forms.

Do Not Transfer See Automatic Manager Transfer.
Documents
Enable 360 Detailed Allows the selected users to see the 360 Detailed report.
Report Permission for...
You can choose more than one type of participant.

Tip The participant options work in conjunction with each other, meaning
users who fit in more than one category will get included. For example, if
you select Manager/HR and Approvers because you want to exclude the
subject of the evaluation (Employee), then make sure that the subject is
not also one of the Approvers. Otherwise, the subject will be included,
even though you didn't specifically choose the Employee option.

If you don't select any participants, only the Process Owner will be able to

37
 see the report.

The participant choices are:

 Process Owner
The last person to modify the form before it's distributed to
others for evaluation.
 Employee
The person who is the subject of the 360 evaluation.
 Users With Detailed Reports Privilege
Any person who has Detailed Reporting Privileges defined.
 Manager/HR
The manager or the HR representative of the subject of the form.
 Approvers
Everyone who contributed to, or modified, the content of the
form before it was distributed for evaluation.

This change applies to existing forms as well as newly created forms.

Enable 360 Drilldown Specifies which 360 Participants can view the individual evaluation
Permission for... results.

You can choose more than one type of Participant. Your selections apply
only to this type of form, and they override any default company settings.

Tip These Participant options work in conjunction with each other,

meaning users who fit in more than one category will get included. For
example, if you select Manager/HR and Approvers because you want to
exclude the subject of the evaluation (Employee), then make sure that the
subject is not also one of the Approvers. Otherwise, the subject will be
included, even though you didn't specifically choose the option.

The participant choices are:

 Process Owner
The last person to modify the form before it's distributed to
others for evaluation.
 Employee
The person who is the subject of the 360 evaluation.
 Users With Detailed Reports Privilege
Any person who also belongs to a user group that has the
Detailed Reports Privilege associated with it.
 Manager/HR
The manager or the HR representative of the subject of the form.
 Approvers
Everyone who contributed to, or modified, the content of the
form before it was distributed for evaluation.

38
 This change applies to existing forms as well as newly created forms.
Enable Add New Allows the Process Owner to add more reviewers after the evaluation
Participants after 360 phase has begun. You might want to add reviewers after the evaluation
Evaluation starts for... has already started to replace users who declined to evaluate the form,
or to create a more balanced sample of users.

By default, you can only add reviewers when you're still modifying the
form, and before the form is distributed for evaluation.

When you select this option, you're allowing the Process Owner to
continue to add reviewers during the entire evaluation phase.

This change applies to existing forms as well as newly created forms.

Enable Anonymous 360 Specifies that the manager of the form's subject can select to see the
Detailed Report View Detailed 360 report with the names of participants hidden.

This option applies only if the form is configured as a named assessment.

Enable Auto Save at Specifies that changes are automatically saved when a session times out.
Session Timeout
Enable enhanced Detailed Hides categories in the comments section of the Detailed 360 report.
360 Report anonymity
Enable form title editability Allows the user to edit the title of the form while working in the form.
in Form (V10)
Enable form title editability Allows the user to edit the title of the form while working in the Form
in Form info page (V10) Information page.

Tip To access this page, users click the button.

Enable Gap Analysis View Allows users to see the Gap Analysis view of the Detailed 360 report.
from Detailed 360 Report
If you select this option, users will see a Gap Analysis View button in the
Detailed 360 report.
Enable Legal Scan Available only if your company is using the Legal Scan tool.

Allows the user to perform legal scan of the entire form.

When you select this option, your users will see the Legal Scan button
( )( )on the toolbar, and can use this feature to check for
misspellings in individual comment sections only, or on the entire form.

This change applies to existing forms as well as newly created forms.

Note If you want Legal Scan turned on, select this option and make sure
you don't select the Disable All Toolbar Buttons option.
Enable Progress Meter Enables the Progress Meter, which shows the approximate amount of
time it will take to complete a form.

39
 Enable Rank View from Allows users to see the Rank view of the Detailed 360 report.
Detailed 360 Report
If you select this option, users will see a Rank View button in the Detailed
360 report.
Enable Rich Text Editing of Allows users to use Rich Text Editing when providing comments.
Comment Fields
Enable Spell Check Available only if your company is using the Spell Check tool.

Allows spell-checking of the entire form.

When you select this option, your users will see the Spell Check button
( )( ) on the toolbar, and can use this feature to check for
misspellings in individual comment sections only, or on the entire form.

This change applies to existing forms as well as newly created forms.

Note If you want Spell Check turned on, select this option and make sure
you don't select the Disable All Toolbar Buttons option.
Enable Word XML Export Allows users to export the form in XML format.
Enable Writing Assistant Makes the Writing Assistant tool available for this form.

By default, the Writing Assistant is turned off and not available to users
through the form. Users can always access Writing Assistant from the left
navigation bar, but not directly from the form.

When you select this option, you're turning on Writing Assistant for this
form so users can access the tool from directly in the form. When you
access Writing Assistant from within a form, the text is context-sensitive in
relation to the form's content.

This change applies to existing forms as well as newly created forms.

Form Timeout Alert (minutes Specifies when to send a timeout alert to users.
prior to end of session)
A timeout alert notifies users that their session is about to expire so that
they can save their work.

A session is 30 minutes long. This means that if the user does nothing in
the system for 30 minutes, the system will automatically log them out.

This option specifies when the timeout alert is sent, relative to the end of
the session. For example, if you select 5, the timeout alert is sent five
minutes before the session ends (after 25 minutes of inactivity).
Hide manager's own Specifies that the manager's own forms are not shown in the Manager
documents in Manager Dashboard.
Dashboard
For information about the Manager Dashboard, click here.

40
Hide the 'decline to Hides the Decline to Participate button from the specified role.
participate' button on the
360 form for... The participant choices are:

 Process Owner
The last person to modify the form before it's distributed to
others for evaluation.
 Manager/HR
The manager or the HR representative of the subject of the form.
 Employee
The person who is the subject of the 360 evaluation.
 Approvers
Everyone who contributed to, or modified, the content of the
form before it was distributed for evaluation.
 All raters

Tip Use this option if you want to let users choose whether they want to
participate.
Hide the Export and Export No longer allows users to export forms in their Completed folder.
(Compact) buttons for
documents in the
When you select this option, you're also removing the Export button (
Completed Folder
) from the toolbar. This button appears only for Completed forms and
allows users to export their completed forms.

This change applies to existing forms as well as newly created forms.

Hide the link to the Prevents users from viewing the Detailed 360 report until all participants
detailed 360 report in the have completed the form.
En Route and Completed
folders until all users have Note We recommend selecting this option. Otherwise, users will be able
completed the 360 to view the Detailed 360 report at any time, even before all participants
have provided their ratings. In this case, the report might show inaccurate
results.

This change applies to existing forms as well as newly created forms.

Hide the Show Assignment No longer allows the form's originator to select sections that participants
button can rate.

If you select this option, all participants will have to provide ratings for all
sections.
Hide the link to the No longer allows users to view the Detailed 360 report until all users
detailed 360 report in the
En Route and Completed
folders until all users have
completed the 360
Hide the Remove No longer allows users to remove participants during the evaluation
Participant button in mode.

41
Evaluation Mode
Last Modified Displays a date and time stamp of the last time this form template was
modified. The information is recorded automatically.

This is a read-only field.

Only create for users who Allows you to create the form only for employees who haven't received
don't have an existing this form already, for example newly hired employees or employees who
form with an End Date are new to the system.
between...and...
If you select this option, specify the timeframe in the mm/dd/yyyy format.
For example, if you specify 01/31/2008 and 2/28/2008, the users who
received this form with the End Date between 1/31/2008 and 02/28/2008
will not receive the form.
Participants Threshold Specifies the level of information to be excluded in 360 reports for this
Control. Apply Threshold form. You might want to exclude responses to protect anonymity or to
On... ensure an accurate sampling of data.

 Participant Level
Excludes responses for the entire form. For example, you might
want to exclude all responses from peers, if the minimum number
of peers don't complete the evaluation.
 Item Level
Excludes responses for specific sections of the form. For example,
you might exclude the Competencies section responses if not
enough participants completed that section.

Routing Map Selects the routing map to associate with this template.

You can only select from existing routing maps.

For more information about routing maps, see Creating a new routing
map.

Tip If you'd like recommendations on how to use routing maps to best

suit your business needs, contact SuccessFactors Customer Success.
Show digital signatures in Specifies that the signer's name is shown on the printed copy of the form
Document Print Preview as well as their role and the date when the user signed the form.

If you don't select this option, only the signer's role and date when the
user signed the form is shown.
Show Display Options in Specifies that the display options section is displayed in the Graphical
Graphical Summary View Summary view of the Detailed 360 report.

If you select this option, users will be able to select the sections they want
to see.

This change applies to existing forms as well as newly created forms.

42
Show on-form workflow Displays the routing actions the user can take in a dropdown menu as
options as a pulldown list shown in the following graphic.

If this option is not selected, the routing actions are shown as buttons as
shown in the following graphic.

This change applies to existing forms as well as newly created forms.

Show Participants in Status Applicable only for Anonymous 360s.
Summary (Applicable to
Anonymous 360's only) Displays the names of the participants (in random order) in the
Participant List summary during the evaluation phase of an Anonymous
360. This option is only applicable to Anonymous 360s. You can't use
this option with Named 360 evaluations.

By default, no participant names are listed for Anonymous 360s.

When you select this option, you're allowing participant names to be

displayed on the Participant List during the evaluation phase. Names are
displayed in random order, with no way to correlate the names with
actual reviews, so anonymity isn't jeopardized.

Tip You might want to use this feature if you're also using the Enable Add
New Participants after 360 Evaluation starts option, because your users
can see who they've already chosen to participate, and if they need to
add more users, they can ensure that they aren't selecting the same users.
Show Signoff routing step When the form is in the Signature stage, displays the name of the step in
names in Signoff Stage the routing map as shown in the following graphic.

If this option is not selected, the step appears without a name, as shown
in the following graphic.

43
Template Flag Specifies whether the form template is public or private.

 Public form templates are transferrable any time a manager-

transfer process is started. For example, all public forms under
the old manager are transferred to the new manager. Most
forms are Public.
 Private form templates are not transferred during the manager-
transfer process. A Private form remains with the original
manager.

This change applies to existing forms as well as newly created forms.

Template Name Identifies the name of the form template.

This is the unique name of the individual form template, not the
template type. The template type is shown in the Template Type field.

Note We recommend not using this form element to rename existing

form templates in SuccessFactors. If you use this form element to
rename an existing form template, your new template will replace the
existing one. This means that you will have no record of the existing
template, and any report results will combine data from the original
template and the new one, treating them as the same form template. To
ensure that your new template doesn't replace the existing template,
contact SuccessFactors Customer Success to create a new template for
you instead of renaming an existing one.
Template Status Specifies whether the template is enabled or disabled.

 Enabled templates are active and available for use. If a user is

granted permission to use the forms, the Enabled templates
show in their list of forms. Users can then use the template to
create a new form.
 Disabled templates are inactive but are still stored in
SuccessFactors. Disabled templates don't display on the list of
forms that users can create, and can no longer be used to create
new forms. Only the Administrator can view a disabled template.
Users can finish completing any in-progress forms already
created from the template before it was disabled.

This change applies to existing forms as well as newly created forms.

Template Type Identifies the template type, for example, a 360 template or a Review
template.

This is a read-only field.

44
 Don't display the subject's Prevents the subject's manager and HR representative from
Manager and HR rep by automatically appearing in the participant list on the form.
default as potential
participants By default, SuccessFactors automatically displays the subject's manager
and HR representative as suggested participants.

When you select this option, you're turning off the suggested-user
feature for this form. Your users must manually add all the participants
they want to include. You might want to select this option if your
company doesn't usually include the manager or HR representative in 360
reviews.

Review Form Template Elements

The following table lists all form template elements that you can specify for Review form
templates, in alphabetical order. Click one of the links below for descriptions of fields
available for other template types.

360 form template elements

All form template elements

If you need to change any elements of the form template not listed in this table, contact
SuccessFactors Customer Success. Only SuccessFactors Customer Success can modify or add
the following elements:

 Add sections to a form template

 Remove sections from a form template
 Add rating scales to a form template
 Change a rating scale used in a template

This Element... Means This...

Allow Add Allows users to add users from outside the established routing map
Approver/Evaluator during the Modification stage of the routing process.

If you select this option, users will see the Add Modifier button or menu
item and will be able to add users.

Tip The setting of the Show on-form workflow options as a pulldown

list option determines whether users will see a button or menu item.

This change applies to existing forms as well as newly created forms.

Allow Dashboard data to The Dashboard data will be updated every time the form is saved.
update after each form save

45
 If you don't select this option, the Dashboard data is updated only when
the form is completed.

Note We don't recommend selecting this option because updating

Dashboard data each time a form is saved might slow down your system.
Allow form creator to select Allows the form creator to choose either themselves (Self) or any other
anyone as a subject active user as the subject of a form.

When you select this option, you're turning on this feature. Now, when
creating the form, in addition to the names of suggested users (self and
direct reports), your users will see a search area where they can select any
user in the system.

This change applies to newly created forms only, it doesn't affect existing
forms.
Allow Matrix Manager to If an employee's Matrix Manager is a participant in the review, enabling
Delete document if Delete this option allows the Matrix Manager to delete a form if the Delete
button is available button is enabled.

Tip If you want to use this option, make sure that the Disable Delete
button and Disable All Toolbar Buttons options are not selected.

By default, only the originator of the form or the manager of the subject
of the form can delete the form. If you select this option, the subject's
Matrix Manager will also be able to delete the form.
Automatic Manager Transfer Disables the Automatic Manager Transfer options set on the Employee
Import page.

Selecting any of these options doesn't specify how forms are transferred.
This means that you can only use the options on this page to make this
template an exception to the settings on the Employee Import page. In
order for forms to transfer, the settings on both pages must be the same.
See examples

For information about setting automatic manager transfer options on the

Employee Import page, click here.

You can select the following Automatic Manager Transfer options:

 Do not Transfer Documents

No forms are transferred
 Automatic Manager Transfer
Select this option to specify any of the following:
 Automatic insertion of new manager as next document
recipient if not already
Add the new manager as the next person on the approval
chain to get the form. Select this option to make the new

46
 manager a part of the review process and remove the old
manager from the process.
 Automatic Inbox Document Transfer To New Manager
Move forms from the old manager's Inbox to the new
manager's Inbox. Forms in all other folders, such as En
Route, are not transferred.
 Automatic En Route Document Transfer To New
Manager
Move forms from the old manager's En Route folder to the
new manager's En Route folder.
 Automatic Completed Document Transfer to New
Manager
Move all completed forms about the employee to the new
manager's Completed folder. All other forms are not
transferred.

Bypass Draft Routing No longer allows users to create a new form as a draft version (Draft
Mode).

When you select this option, users won't be able to edit the form before
routing it to others for evaluation.

This change applies to newly created forms only, it doesn't affect existing
forms.
Default Due Date Specifies the date on which the form is due.

To specify this date, select Specify Start/End/Due Dates. If you select

this option, you must also specify the Default Start Date and Default End
Date.

The Default Start Date, Default End Date, and Default Due Date all work in
conjunction with each other to specify the review period and the date
when the form is due. For example, if the 2008 Performance Review has
the following dates:

Default Start Date = 1/1/2008

Default End Date = 12/31/2008

Default Due Date = 2/28/2009

Employees are being evaluated for the period from 1/1/2008 through
12/31/2008 and the form for that review period must be completed by
2/28/2009. Note that in this example, employees are being evaluated
through 12/31/2008, not 2/28/2009.

This change applies to newly created forms only, it doesn't affect existing

47
 forms.
Default Due Date (in days) Specifies the timeframe in which the form is due.

This date is calculated in relation to the date when the form is distributed,
not when the form template is modified. For example, if you modify the
form template on August 2 and distribute it on August 15, a form that's
due in 30 days will be due on September 15.

Use this option to specify a due date for forms which are not used to
evaluate data during a specific period, for example employee surveys.

To evaluate data during a specific period, for example an employee's

performance during a year, select Specify Start/End/Due Dates and
specify the Default Start Date, Default End Date, and Default Due Date
instead.

This change applies to newly created forms only, it doesn't affect existing
forms.
Default Due Notification Specifies the timeframe in which an email notice is sent to a user
Date (in days) informing them that the form is due.

The timeframe is a number of days in relation to the form's due date. For
example, if you specify 7, the notice is sent 7 before the form is due.

Regardless of this setting, the Document Due Notification will not be sent
in the following circumstances:

 If you select the Disable Due Notification option.

 If the user's email notifications are turned off
For more information, see Turning Email Notifications On or Off for
Users.
 If the Document Due Notification email notification is turned off
For more information, see Defining Your Company Email
Notifications.

This change applies to existing forms as well as newly created forms.

Default End Date Specifies the end of the period being evaluated.

To specify this date, select Specify Start/End/Due Dates. If you select

this option, you must also specify the Default Start Date and Default Due
Date.

The Default Start Date, Default End Date, and Default Due Date all work in
conjunction with each other to specify the review period and the date
when the form is due. For example, if the 2008 Performance Review has
the following dates:

48
 Default Start Date = 1/1/2008

Default End Date = 12/31/2008

Default Due Date = 2/28/2009

Employees are being evaluated for the period from 1/1/2008 through
12/31/2008 and the form for that review period must be completed by
2/28/2009. Note that in this example, employees are being evaluated
through 12/31/2008, not 2/28/2009.

This change applies to newly created forms only, it doesn't affect existing
forms.
Default Late Notification Specifies the timeframe in which an email notice is sent to a user
Date informing them that the form is late.

The timeframe is a number of days in relation to the form's due date. For
example, if you specify 7, the notice is sent 7 days after the form was due.

Regardless of this setting, the Document Late Notification will not be sent
in the following circumstances:

 If the user's email notifications are turned off

For more information, see Turning Email Notifications On or Off for
Users.
 If the Document Late Notification email notification is turned off
For more information, see Defining Your Company Email
Notifications.

This change applies to existing forms as well as newly created forms.

Default Start Date Specifies the start of the period being evaluated.

To specify this date, select Specify Start/End/Due Dates. If you select

this option, you must also specify the Default End Date and Default Due
Date.

The Default Start Date, Default End Date, and Default Due Date all work in
conjunction with each other to specify the review period and the date
when the form is due. For example, if the 2008 Performance Review has
the following dates:

Default Start Date = 1/1/2008

Default End Date = 12/31/2008

Default Due Date = 2/28/2009

49
 Employees are being evaluated for the period from 1/1/2008 through
12/31/2008 and the form for that review period must be completed by
2/28/2009. Note that in this example, employees are being evaluated
through 12/31/2008, not 2/28/2009.

This change applies to newly created forms only, it doesn't affect existing
forms.
Default Targets Specifies the users who can be the subjects of the form.

This list displays on the Choose a Subject page when users create a new
form.

The options are:

 Self and Direct Reports

The subject of the form can be the originator of the form or any
of their direct reports.
 Self Only
The subject of the form can only be the originator of the form.
 Direct Reports Only
The subject of the form can only be the direct reports of the
originator of the form.

This change applies to newly created forms only, it doesn't affect existing
forms.
Disable 360 button No longer allows users to view previously completed 360-type forms
about the subject while working in the current form.

By default, this option is turned on, and users can search for, and copy-
and-paste content from, 360 forms about the subject while using the
current form.

When you select this option, you're also removing the 360 button (
)( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this option turned on, make sure you don't select the
Disable All Toolbar Buttons option.
Disable All Toolbar Buttons Turns off the toolbar. If you select this option, the users will not see any
toolbar buttons.

If you select this option, users will not see any toolbar buttons even if you
don't select the following options:

 Disable 360 button

50
  Disable Delete button
 Disable Download button
 Disable Form button
 Disable Info button
 Disable Note button
 Disable Print Button
 Enable Legal Scan
 Enable Spell Check

Tip If want users to see only selected buttons, do not select this option
and select any of the options listed above.

This change applies to existing forms as well as newly created forms.

Disable Ask For Comment No longer allows users to send a form for comments to users outside the
Routing established routing map during the Modification stage.

By default, this option is turned on, and users can select additional users
to include and route the form to these added users. When you select this
option, you're turning off this feature for this form.

This change applies to existing forms as well as newly created forms.

Disable Ask For Edit Routing No longer allows users to send a form for editing to users outside the
established routing map during the Modification stage.

By default, this option is turned on, and users can select additional users
to include and route the form to these added users. When you select this
option, you're turning off this feature for this form.

This change applies to existing forms as well as newly created forms.

Disable Delete button No longer allows the originator of the form or the manager of the subject
of the form to delete the form.

Tip If an employee's Matrix Manager is a participant in a review, you can

allow the Matrix Manager to also delete a form. To do this, select the
Allow Matrix Manager to Delete document if Delete button is available
option.

By default, this option is turned on, and those two types of users can
delete a form at any time.

When you select this option, you're also removing the Delete button (
)( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this button enabled, make sure you don't select the

51
 Disable All Toolbar Buttons option.
Disable Download button Available only if your company is using the Offline tool.

No longer allows users to download the form to a local system.

When you select this option, you're also removing the Download button
( )( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this option turned on, make sure you don't select the
Disable All Toolbar Buttons option.
Disable Due Date Specifies that SuccessFactors doesn't check whether the Due Date of the
Validation form is valid. For example, to be valid, the form's Due Date must be later
then its End Date and Start Date.
Disable Due Notification Specifies that an email notification reminding users of an approaching
due date for this form is not sent.

When you select this option, you're turning off the email notification for
this type of form only.

This notification is sent in the timeframe specified by the Default Due

Notification Date.

This change applies to newly created forms only, it doesn't affect

existing forms.
Disable Form button No longer allows users to view other forms about the subject while
working in the current form.

By default, this option is turned on, and users can search for, and copy-
and-paste content from, other forms about the subject while using the
current form.

When you select this option, you're also removing the Form button (
)( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Disable Info button No longer allows user to view the Document Information page of forms.

By default, this option is turned on, and users can the Document
Information page, which shows details about the form, such as form
status.

When you select this option, you're also removing the Information button

52
 ( )( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this option turned on, make sure you don't select the
Disable All Toolbar Buttons option.
Disable Late Notification Specifies that an email notification reminding users that the form is past
its due date is not sent.

When you select this option, you're turning off the email notification for
this type of form only.

This notification is sent in the timeframe specified by the Default Late

Notification Date.

This change applies to newly created forms only, it doesn't affect existing
forms.
Disable Legal Scan On Applies only if you're using the Legal Scan tool.
Route
No longer performs an automatic Legal Scan when the user completes a
step.

Tip If you select this option, users will be able to perform a Legal Scan
manually if Legal Scan is enabled. To enable Legal Scan, select the Enable
Legal Scan option.

This change applies to existing forms as well as newly created forms.

Disable Note button No longer allows users to search and open any Notes about the subject of
the form or to create new notes.

When you select this option, you're also removing the Notes button (
)( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this option turned on, make sure you don't select the
Disable All Toolbar Buttons option.
Disable PDF Printing No longer allows users to print the form in PDF format.

If you select this option, users will be able to print the form only in HTML
format.

This change applies to existing forms as well as newly created forms.

Disable Print Button No longer allows users to print the form.

When you select this option, you're also removing the Print button (

53
 )( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this option turned on, make sure you don't select the
Disable All Toolbar Buttons option.
Disable Page Setup button No longer allows users to print the form in PDF format, or print only
selected sections of a form.

If you select this option, users will be able to only print the entire form and
only in HTML format.

By default, this option is turned on, and users can choose the format in
which they want to print the form, either in PDF format or HTML format. In
addition, users can choose to print only a few sections of a form.

When you select this option, you're also removing the Page Setup button
( ) or Print button ( ) from the toolbar.

This change applies to existing forms as well as newly created forms.

Note If you want this option turned on, make sure you don't select the
Disable All Toolbar Buttons option.
Disable Send and Open No longer allows users to open the next form in their Inbox after they
Next Form Button complete a step in the current form.

If you select this option, users will not see the Send and Open Next Form
button when they complete a step. They will only be able to send the form
and return to their Inbox or cancel their action.

By default, this option is turned in, and users can send the form and
automatically open the next form in their Inbox, as well as send the form
and return to their Inbox or cancel their action.
Disable Send Button No longer allows users to send the form and hides the Send button or
menu item.
Disable Send Button for No longer allows users to send a completed form and hides the Send
completed documents button or menu item during the Complete step.
Disable Spell Check On Applies only if you're using the Spell Check tool.
Route
No longer performs an automatic Spell Check when the user completes a
step.

Tip If you select this option, users will be able to perform a Spell Check
manually if Spell Check is enabled. To enable Spell Check, select the
Enable Spell Check option.

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 This change applies to existing forms as well as newly created forms.
Disable Step Exit Specifies that the system no longer sends an email notification informing
Notification users that the form is moving from one step to another.

When you select this option, you're turning off the email notification for
this type of form only.

This change applies to existing forms as well as newly created forms.

Disallow users from Prevents employees who can create forms from changing the due date of
changing the Due Date the form.

If this option is selected, the Due Date specified in the form template will
always be used, users won't be able to change this date when creating the
form.

This change applies to existing forms as well as newly created forms.

Disallow users from Prevents employees who can create forms from changing the start date,
changing the End Date end date, or due date of the form.

If this option is selected, the End Date specified in the form template will
always be used, users won't be able to change this date when creating the
form.

This change applies to existing forms as well as newly created forms.

Disallow users from Prevents employees who can create forms from changing the start date,
changing the Start Date end date, or due date of the form.

If this option is selected, the Start Date specified in the form template will
always be used, users won't be able to change this date when creating the
form.

This change applies to existing forms as well as newly created forms.

Display Step Start Date Displays the start date of the step, if specified.

The start date is shown above the routing map in the form.

You specify the start date for the step in the Routing Map. For more
information, click here.

This change applies to existing forms as well as newly created forms.

Do Not Transfer See Automatic Manager Transfer.
Documents
Enable Auto Save at Specifies that changes are automatically saved when a session times out.
Session Timeout
Enable form title editability Allows the user to edit the title of the form while working in the form.
in Form (V10)
Enable Completed Form Allows users to copy comments from a section in previously completed

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Item Comment Copy form into the same section of the current form. For example, if you have
the same competency in last year's review as you do in the current review,
the user will be able to open the completed form and copy their
comments into the current form.
Enable form title editability Allows the user to edit the title of the form while working in the Form
in Form info page (V10) Information page.

Tip To access this page, users click the button.

Enable Legal Scan Available only if your company is using the Legal Scan tool.

Allows the user to perform legal scan of the entire form.

When you select this option, your users will see the Legal Scan button (
)( ) on the toolbar, and can use this feature to check for
misspellings in individual comment sections only, or on the entire form.

This change applies to existing forms as well as newly created forms.

Note If you want Legal Scan turned on, select this option and make sure
you don't select the Disable All Toolbar Buttons option.
Enable Progress Meter Enables the Progress Meter, which shows the approximate amount of time
it will take to complete a form.
Enable Rich Text Editing of Allows users to use Rich Text Editing when providing comments.
Comment Fields
Enable Spell Check Available only if your company is using the Spell Check tool.

Allows spell-checking of the entire form.

When you select this option, your users will see the Spell Check button
( )( ) on the toolbar, and can use this feature to check for
misspellings in individual comment sections only, or on the entire form.

This change applies to existing forms as well as newly created forms.

Note If you want Spell Check turned on, select this option and make sure
you don't select the Disable All Toolbar Buttons option.
Enable Writing Assistant Makes the Writing Assistant tool available for this form.

By default, the Writing Assistant is turned off and not available to users
through the form. Users can always access Writing Assistant from the left
navigation bar, but not directly from the form.

When you select this option, you're turning on Writing Assistant for this
form so users can access the tool from directly in the form. When you
access Writing Assistant from within a form, the text is context-sensitive in

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 relation to the form's content.

This change applies to existing forms as well as newly created forms.

Form Timeout Alert (minutes Specifies when to send a timeout alert to users.
prior to end of session)
A timeout alert notifies users that their session is about to expire so that
they can save their work.

A session is 30 minutes long. This means that if the user does nothing in
the system for 30 minutes, the system will automatically log them out.

This option specifies when the timeout alert is sent, relative to the end of
the session. For example, if you select 5, the timeout alert is sent five
minutes before the session ends (after 25 minutes of inactivity).
Hide Add Signer buttons No longer allows users to send a form for a signature to users outside the
established routing map.

By default, this option is turned on, and users can included other users in
the approval process, and rote the form to these added users.

When you select this option, you're turning off this feature for this form.
Users will no longer see the Add Signer buttons in the workflow interface.

This change applies to existing forms as well as newly created forms.

Hide manager's own Specifies that the manager's own forms are not shown in the Manager
documents in Manager Dashboard.
Dashboard
For information about the Manager Dashboard, click here.
Hide the Export and Export No longer allows users to export forms in their Completed folder.
(Compact) buttons for
documents in the
When you select this option, you're also removing the Export button ( )
Completed Folder
from the toolbar. This button appears only for Completed forms and
allows users to export their completed forms.

This change applies to existing forms as well as newly created forms.

Last Modified Displays a date and time stamp of the last time this form template was
modified. The information is recorded automatically.

This is a read-only field.

Only create for users who Allows you to create the form only for employees who haven't received
don't have an existing form this form already, for example newly hired employees or employees who
with an End Date are new to the system.
between...and...
If you select this option, specify the timeframe in the mm/dd/yyyy format.
For example, if you specify 01/31/2008 and 2/28/2008, the users who
received this form with the End Date between 1/31/2008 and 02/28/2008
will not receive the form.

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Routing Map Selects the routing map to associate with this template.

You can only select from existing routing maps.

For more information about routing maps, see Creating a new routing
map.

Tip If you'd like recommendations on how to use routing maps to best

suit your business needs, contact SuccessFactors Customer Success.
Select Add Signers UI Allows you to select when users can add Signers that are not part of the to
the established routing map.

Select one of the following

 v1
Allows users to add signers only when the form is in the Modify
stage
 v2
Allows users to add signers while the form is either in the Modify
stage or the Signature stage.

Show digital signatures in Specifies that the signer's name is shown on the printed copy of the form
Document Print Preview as well as their role and the date when the user signed the form.

If you don't select this option, only the signer's role and date when the
user signed the form is shown.
Show on-form workflow Displays the routing actions the user can take in a dropdown menu as
options as a pulldown list shown in the following graphic.

If this option is not selected, the routing actions are shown as buttons as
shown in the following graphic.

This change applies to existing forms as well as newly created forms.

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Show Signoff routing step When the form is in the Signature stage, displays the name of the step in
names in Signoff Stage the routing map as shown in the following graphic.

If this option is not selected, the step appears without a name, as shown in
the following graphic.

Template Flag Specifies whether the form template is public or private.

 Public form templates are transferrable any time a manager-

transfer process is started. For example, all public forms under
the old manager are transferred to the new manager. Most forms
are Public.
 Private form templates are not transferred during the manager-
transfer process. A Private form remains with the original
manager.

This change applies to existing forms as well as newly created forms.

Template Name Identifies the name of the form template.

This is the unique name of the individual form template, not the
template type. The template type is shown in the Template Type field.

Note We recommend not using this form element to rename existing

form templates in SuccessFactors. If you use this form element to
rename an existing form template, your new template will replace the
existing one. This means that you will have no record of the existing
template, and any report results will combine data from the original
template and the new one, treating them as the same form template. To
ensure that your new template doesn't replace the existing template,
contact SuccessFactors Customer Success to create a new template for
you instead of renaming an existing one.
Template Status Specifies whether the template is enabled or disabled.

 Enabled templates are active and available for use. If a user is

granted permission to use the forms, the Enabled templates
show in their list of forms. Users can then use the template to
create a new form.
 Disabled templates are inactive but are still stored in

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 SuccessFactors. Disabled templates don't display on the list of
forms that users can create, and can no longer be used to create
new forms. Only the Administrator can view a disabled template.
Users can finish completing any in-progress forms already
created from the template before it was disabled.

This change applies to existing forms as well as newly created forms.

Template Type Identifies the template type, for example, a 360 template or a Review
template.

This is a read-only field.

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