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Author's profile photo Purbasha Garai

5 easy steps to route a performance form in SAP SuccessFactors PMGM module

In Performance and Goals Managment, an admin can route a performance form to a different step.


RBP for Form Templates are enabled.

Steps to route a form:

Step 1: Go to Admin Center

Step 2 : Search for Route Form in the Admin Tool

Step 3: Search the form by Form ID or by employee’s name.

Note: To learn the Form ID of the form launch for a specific employee ; click on search by ‘Employee’s folder’ and find the user.

( Please use the employee’s name to whom the form goes first, .ie, first person in the route map):

Step 4: Move the form to a different Route step and click next

Step 5: Confirmation of the form being routed.

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