Renuka - #5189 - Probation Assessment Form not visible | Muskan Arora | 152924

1. Check if the Form Was Actually Launched

Sometimes, the form might not have been launched for the user.

Verify in:

Admin Center → Manage Documents → Search for Documents

• Enter the Employee Name / User ID

• Check if the form exists and its status (e.g., Not Started / In Progress / Completed)

If no form found → form was not launched → re-launch it using “Launch Forms” or the Performance Form Launch Wizard.

 2. Check Route Map Step

If the form exists but the user cannot see it, it might be in a different step (e.g., with manager or HR).

Verify:

• Who currently “owns” the form in the Route Map.

• Go to Manage Documents → View Route Map → Current Step Owner.

If the form is with another role (like Manager), the employee won’t see it until it’s routed back.

3. Check RBP (Role-Based Permissions)

Make sure the user has Performance Management permissions under RBP.

Path:

Admin Center → Manage Permission Roles → [Select Role] → Permissions → Performance Management Permissions

Ensure the role assigned to the user has:

• View Form

• Edit Form

• Access Forms of Self/Direct Reports

• Launch / Route Forms (if applicable)

Also check:
General User Permissions → “User Search” → Enabled

Without this, the user can’t find forms or other employees.

4. Check Form Template Permissions

Each Performance Form Template has its own access rules.

Path:

Admin Center → Manage Templates → Performance Form Template → General Settings / Form Template Settings

Check:

• The user’s role (E, EM, EH, etc.) has access to that template.

• The form is not restricted to certain users.

If the template is limited to specific populations, the user may not qualify.

5. Check Goal / Objective Section Permissions

If the form opens but the goal section is blank, check if:

• Goal Plan is linked correctly in the form template

• The user has goal plan permissions (RBP + Goal Plan template permissions)

6. Check Form Ownership / Proxy Issue

If HR or Manager is trying to view the employee’s form but can’t:

• Make sure they are part of the route map or have “Access Team Forms” in RBP.

• If using Proxy, confirm “Proxy Access to Performance” is enabled.

7. Check if the Form is Completed or Deleted

Sometimes completed or deleted forms are hidden by filters.

Try:

• Go to Performance → Performance Inbox → Show Completed Documents

• Use Advanced Search → Select All Statuses

8. Check if the User is Active

If the user is inactive in Employee Central, the form might not be visible.

Ensure the user status = Active in Employee Profile / User Data File (UDF).

Summary Table