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Item Detail
Direct Access to Performance Management Forms Through Story Reports
General Availability Info Only Automatically On Impact: Medium AI Enriched
Description

You can now view the employee's performance management forms (in print preview format) directly from the Story report. You can configure a new deep link in your Story reports to view the performance management form data.See More

Detailed Description

This feature enables direct access to employee performance management forms in print preview format directly from Story reports. A new deep link (/sf/printPreviewPMForm?fDataId=[Document ID]) can be configured as a hyperlink in Story reports to view performance management form data. When configured, each document ID record is appended to create unique deep links that allow users to preview forms with all details including ratings and comments without leaving the report interface.

Impact Assessment

This enhancement improves the efficiency of reviewing performance data by allowing users to access performance management forms directly from Story reports without navigating away from the report interface. The feature requires configuration of a new deep link in Story reports and users must have the User Performance Data Access: Story permission to utilize this functionality. This change streamlines the performance review workflow and provides better visibility into employee performance details.

Test Recommendations
• Verify that the deep link /sf/printPreviewPMForm?fDataId=[Document ID] is correctly configured as a hyperlink in Story reports • Confirm that document ID records are properly appended to create unique deep links • Test that clicking the hyperlink opens the performance management form in print preview mode • Validate that all form details including ratings and comments are displayed correctly • Verify that users with User Performance Data Access: Story permission can access the forms • Test that hyperlinks display correctly in the Table when the option to show hyperlinks is enabled
Product: People Analytics
Modules: Performance Management Analytics
Feature: Form Assessment; Story Reports
Reference: PMU-23657
Version: 1H 2025
Valid as Of: May 16, 2025
Latest Revision: May 16, 2025
Affected Areas:
Story Reports Performance Management Performance & Goals Analytics Form Assessment