Managing Performance Form Templates

Form templates are the basis for all forms in SAP SuccessFactors. Multiple products use forms in SAP SuccessFactors, so form templates are not exclusive to Performance Management. A form template is a shell that contains the structure (layout) of the performance review. From this, the forms used by employees to complete their performance reviews are created. Form templates contain the layout, sections, and workflow for each form.

The form templates your company is using were uploaded when SAP SuccessFactors was implemented. You can edit many features of the form template in Manage Templates and Form Template Settings, including permissions, but you may need to submit a Support Ticket for specific requirements that can only be made in the back end. As a best practice, to maintain any back end work your implementation consultant completed to prepare your first performance form template, copy that template, and then make any necessary adjustments for the following year’s performance cycle.

Performance Form templates may also be referred to as PMv12 Acceleration templates, as this is the current version's name.

Administrators can upload new XML templates, update existing ones, download templates for offline editing, and view template revisions from Manage Templates, with the required permission. To upload a new template, select the Performance Review tab, and then select the Upload New Template button.

Administrators need the following Role-Based permission (found in Manage Permission Roles): Administrator Permissions→Manage Templates→Upload and Update XML Templates in Admin Center.

You may also choose to copy an existing form template for the next performance review cycle. To do this, choose the name of a template and then select Save As… with your new title.