Appraisal Create -- Performance Management

How do you implementat a "delegate" role in Performance Management?
The scenario is like this :
The manager has over 100 employee's in her team. The appraisal documents are created in batch in the beginning of the year.
The manager identifies the team lead (four) of them, to conduct the appraisal for their team member's.
Currently we are not able to do delegate that responsibility.
In the appraisal document, we are not able to display the "delegate - appraiser". Nor, can a "delegate-appraiser" (when she logs-in) able to see the appraisal documents created by the manager and delegated to her.
The "delegate-appraiser" logs-in using the BSP documents_todo.htm. Or should a different BSP be used?
Thanks

Are you on ECC 6?
If yes there is a new Enhancement pack 4 comming with new functionalities for MBO , you can check out the features, i feel there are a few features matching your scenario , it may not be a perfect match, still check it out.
Regards
Sameer

Similar Messages

  • How link Appraisal in Performance Management Module and Person

    Hi experts!
    I think in Performace Management Module there are these objects:
    VA-Appraisal Template
    VB-Criteria Group
    VC-Criterion
    VH-Proces intem+
    VJ-Goal
    How we should link the objectives, appraisal template, etc. to the employee or employees what we want to evaluate the objectives?
    Kind regards,
    Julian.

    Hi,
    the object appraisal template is linked with person object.
    meaning person is attached to the appraisal template ( provided ) .
    objectives are set in template and then person gets access to template and wherein he fills his objective.
    good luck

  • Managers can't see their employees when creating apprisal documents in Performance Management

    Hi All,
    I'm looking for you experts to enlighten me regarding an issue with the SAP Performance Management solution. We have recently (2013) implemented the Performance Management solution and everything has worked as expected. Now, we are in the process where the managers create the employees appraisal documents for the evaluation of the year 2013. The issue we are encountering is that managers who have been transfer to a new organizational unit are not able to see the employees which they supervised before the transfer.
    Currently our company has an structural profile which is assigned to all the managers and supervisors, and this profile gives access to the employees which are assign to the manager or supervisor. In addition we have an MSS role for managers and supervisors, and here we added the authorization object P_HAP_DOC to authorize manager to perform the PM process.
    Why the managers/supervisors who have been transfer are not able to see their employees?
    Your help is greatly appreciated.
    Santhiel Ramos

    Thank you for your response,
    Yes, as the manager (appraiser) I have created the document in documents_todo.htm.
    I went to t-code phap_admin_pa and the document exists.  The manager's name and employee's name are listed and the status is listed as In Process.
    When I use t-code phap_start_bsp, then documents_received_open2.htm and log in as the employee, there are no documents listed.
    I am not sure what is missing Any more ideas?

  • Error on Flexible Performance Management Appraisal Document

    Hello Experts,
    We are in the process of building Performance Management using Enhancement Package 4 in ECC 6.0. I am having issues with getting the Appraisal Document to work for MSS. Just to clarify too, I have no experience with Performance Management and the fact that we are using Enhancement package 4, our Functional consultants are not sure what to expect either. One more thing, the SICF service is activated.
    *) When trying to preview the Appraisal Document (com.sap.pct.erp.mss.hap_document), I am receiving a Portal Run Time error.
    *) When I go into SE80, I am using Package u2018PAOC_HAP_DOCUMENT_WD_UIu2019 to run a test on Web Dynpro Application HAP_MAIN_DOCUMENT, I am receiving u2018Access via 'NULL' object reference not possible.u2019
    *) When I go into SE80, I am using Package u2018PAOC_HAP_DOCUMENT_WD_UIu2019 to run a test on Web Dynpro Configuration HAP_AC_MAIN_DOC, I am receiving u201Cu2018Error in Calling Up Applicationu2019 The Web Dynpro application was called up with the wrong URL parametersu201D.
    QUESTIONS:
    1) Do I have to implement Generic Performance Management (com.sap.pct.erp.mss.14.generic_performance_management) to call the appraisal document?
    2) Is there any special configuration that needs to be done to make the HAP_MAIN_DOC work (portal or R/3)?
    3) Do I need to manually create an SICF service for this?
    4) Is there any documentation on how to implement the Flexible?
    Any direction would be appreciated.
    Thank you,
    Mike

    Hello H2R,
    I copied the Iview Generic Performance Management (com.sap.pct.erp.mss.14.generic_performance_management) with Application Name 'HAP_START_PAGE_POWL_UI_MSS' and the Application Configuration Name 'HAP_START_PG_POW_MSS_AC'.
    Activated the SICF services of 'hap_main_document', 'HAP_START_PG_POW_MSS_AC', 'HAP_START_PAGE_POWL_UI_MSS. Also, I would activate the services that begin with 'HAP' that l thought that I would need.
    In SE80, there are 2 locations to find these Applications: 1) Web Dynpro Comp./Intf. = FPM_OIF_COMPONENT and 2) Package = PAOC_HAP_DOCUMENT_WD_UI.
    As for the notes, we are on SAPK-60420INEAHRGXX, these are the notes that we applied:
    1468466 - PM Launchpad Config
    1463821 - PM Portal Config
    1416756 - OBN Config in PM
    1408243 - Config for OBN
    Hope this helps,
    Mike

  • Performance Management EHP4 Flexible Appraisal Process

    Hi
    We are in the process of building Performance Management using Enhancement Package 4 in ECC 6.0 in our test system.  We have activiated flexible appraisal process and have completed the necessary config for ESS and MSS and appraisal template.
    The MSS user can create the appraisal and define the objectives etc.  The ESS user can view the appraisal but cannot add comments.  On checking the appraisal template we have created a criteria for employee comments and an element called additional comments the tab 'element access' has been marked against the employee as follows:
    Participant = Employee
    Plan:Access = Change
    Review Access = Change
    Completed = Display
    So we do not know why the ESS user cannot add comments. 
    Can anyone help on this issue?
    Many thanks
    Julie

    Many thanks for this - we have checked the template level and have the column access for column 'objectives' (which is what is used at element level for appraisee comments) and if we change the column owner to 'appriaser and appraisee' it works for the appraisee but  not for the appraiser.  So we have a choice either it is set to appraiser and it works fine for the manager or we change it to appraisee and appraiser and it works fine for the ESS user.
    Perhaps there is something else we need to check?

  • Performance management workflow appraisee and appraiser name to be passed in email

    I am working on the performance management workflow. When the manager chooses to require an employee self assessment then an email notification should be triggered to the employee (appraisee) notifying them of the self assessment to be taken.This is my requirement.
    I have copied the standard workflow WS12300113 and customized the workflow to send the notification to the appraisee. I have customized the business object APPR_DOC . I am using the custom event  and the event linkage is activated.
    The manager from MSS select the employee and workflow is triggered. The mail notification will send  a mail to  the appraisee(employee) ,stating
    Dear Appraisee Name,
    Please schedule a meeting for a Crucial Conversation on your Tasks & Targets Setting/Review with your Line Supervisor.
    Kindly update appraisal document with agreements from the meeting.
    Your Appraiser is Appraiser Name.
    Since i am new to workflow , confused with passing the  recipient type(employee) from container an help d the name of the manager and employee name marked in red.
    Kindly help  me out with this

    Hi Paul ,
    Thanks for the concern!
    I created a custom class taking import parameters as appr doc id and plan version.
    I am passing these parameters to HRHAP_APPER table  and fetching the extended id(field id)
    I am passing this extended id to bapi  "BAPI_EMPLCOMM_GETDETAILEDLIST ".
    Here  i am getting multiple entries . using subtype '0001'  i will getting username and
    with subtype '0010' i will get email address of the manager.
    Passing username fetched from above step into bapi HR_GETEMPLOYEEDATA_FROMUSER
    i will get the name of the manager.
    I HAVE DONE BINDING OF METHOD PARAMETERS WITH TASK CONTAINER .ALSO TASK CONTAINER ELEMENTS WITH WORKFLOW CONTAINER ELEMENTS.
    BUT MY CONCERN IS I AM NOT GETTING ANY VALUES FROM HRHAP_APPER TABLE .
    Can you help me with an alternative solution,where i can get user id based on appraisal id and plan version ??

  • Performance Managment-- Appraisal

    Hi,
    I just need to make sure that i am not missing anything.
    I am setting up the appraisal in the Performance Management.
    I did the following steps:
    1. Define my rating scale.
    2. Adding competencies.
    3. Adding records in the competence type
    4. Create Objective template & Competency template
    5. Create my appraisal template ( The FF is already created)
    I tested the appraisal.. everything seems Ok i filled the appraisal information and when i reach the last step when i click "Apply", i found that the "Overall Rating" is blank.
    Did I miss anything?
    Should we add the FF result somewhere??
    Edited by: HST on May 18, 2011 1:46 PM

    Overall Rating could be Blank if you are seeing using "Employee Self Service"
    If you using Manager Self Service then you can provide rating to Employees using overall rating. This is Message Choice manager have to select a value.
    Give Final Rating Button will be available to Manager not to Employee.
    Hope you get.
    Thanks, Avaneesh

  • Performance Management: 'Share with Main Appraiser' button not visible

    Hi Gurus,
    I am using Oracle R12.1.3, Performance Management module.
    I am trying to publish Performance Management Plan with Objective setting and Appraisals both tasks. Appraisal plan is set to be appraisee initiated, standard appraisal
    However - When the appraisee is trying to initiate the appraisal (by clicking 'Update' on the appraisal task appeared) - s/he sees all the objectives set and get to choose a performance rating. However - the button 'Share with Main Appraiser' button is not visible.
    When I am trying to create a Performance Management Plan with only 'Appraisals' - this problem is not occurring. Any clue as to how to rectify this problem?
    PS - I have tried disabling personalizations and re-tried several times - but the same error occurs.
    Would really appreciate any response which might help.
    Thanks and Regards,
    Rahul

    I'm thankful for your effort Hussein. However, this document is applicable for version 12.1.4+ while I am working on 12.1.3. I re-tested the thing after making some changes in appraisal template where I ticked 'Update Appraisals for Terminated Workers' and also checking 2 more related check-boxes. Surprisingly it worked.
    Also if I am selecting method for objective allocation as 'Parallel' - then also this error is not occurring - even with old appraisal template. Although this hit and trial worked, I do not have a logical view about the solution and correctness in all environments yet.

  • How to create a metric in BOXI R3 performance Management

    Hi All,
    Can any one tell me how to create a metric (goals and calendar) in BOXI R3. In BOXI R2 there is a separate module where we can create metrics, golas and calendar... Is there any separate module like that in BOXI R3 or  not. When I logged into infoview then I'm unable to see the module which I had earlier mentioned. Is this any thing related to Admin access or not.
    Thanks in advance,
    Suresh Aluri.

    Hello Suresh,
    I am not sure exactly what you are refering to, but in case :
    In Infoview of XI 3.x, you have to click on "Open->Dashboard and analytic" then "performance Manager->Metrics".
    I recommend you to read the well-done "training" PDF  "xi3-1_getting_started_performance_manager_en.pdf"
    The PDF should be on SAP site.
    Samuel.

  • How do i create a new substatus in OSA (performance management)

    how do i create a new substatus in OSA (performance management)

    Hi,
    Please create substatus through transaction code OOHAP_BASIC. Select u201Csubstatusu201D folder from the left column.
    Hope this helps.
    Donnie

  • Performance management for appraisal document Targets defaulting...

    Hi,
       My question is about custom badi implementation in Performance management for appraisal document Targets defaulting...
    Brief:
    ====
    At the creation of the personal appraisal, the column containing the performance targets of the employee is pre filled with the targets defined in the previous appraisal cycle and contained in the previous year employee appraisal form or in the target settings document.
    Solution:
          1   Please give me the soultion which badi i can use?
             and How to achieve to do this thru coding step by step?
          2. And Can you please share any other synario defaulting   developed previously.If u share these documents or coding .. It should be fine...
    Help me to do fastly ..
    waiting for asap response..
    Thanks and Regards
    Mohan.P

    Hi Chris,
    This component must be deployed in Portal because have a lot of services which need ESS in order to work properly. According with note 1408243 you must add those business components in your iView and only are available in that component. Once you deploy this component you do not need to assign any special role to users. The business object component is in Content Administration --> Portal Content --> Business Object --> ERP Common Parts --> Human Resources --> Employee.
    Follow this link:
    http://wiki.sdn.sap.com/wiki/display/ERPHCM/HOWTOGETRIDOFSPSTACKMISMATCHISSUES
    And get rid of mismatch issues!!!!
    Regards.
    David Cortés
    Edited by: David Cortes on Apr 22, 2010 11:53 PM

  • Appraisal - Performance Management Quetions

    Hello
    We are on ERP 2005 and implementing Performance Management at the company.
    We have some questions in relation to the requirements:
    - Is there any documentation on the use of columns like OBJH, OBJB, QBJ7, QBJ8 etc. How to identify which column best suits our need?
    - Depending on the situation, one EE may have 5 areas (criteria groups in SAP) to work on this year whereas the other EE may have 3. Does SAP allow the ability to add one row at a time for each criteria group?
    - There is a requirment that once the manager completes the EE appraisal in MSS, it should be available to the Manager's Manager and HR Dept for final
    approval. How should we approch this requirement?
    - Does SAP allow the ability to display the appraisal form in various tabs like one tab each for "Competency", one for "Goals", etc. OR does it all have to be on one long form?
    - There is a need wherein an employee can choose from various development plan for the current year. The development plans (about 25 in number) are like "Conflict Management", "Decision Quality" etc. One EE can have 4 developement plans whereas the other may have 8 plans for the same year. We thought of adding the development plans as qualifications in Qual. catalog and then link it in Appraisal template.
    Is this the best way to approch the requirement? If so, how do we link the qualifications to appraisal template? If not, what other options can be explored?
    Please advice. Many thanks in advance,

    Hello
    Here is the updated information:
    - Is there any documentation on the use of columns like OBJH, OBJB, QBJ7, QBJ8 etc. How to identify which column best suits our need?
    <i>No documentation found</i>
    - Depending on the situation, one EE may have 5 areas (criteria groups in SAP) to work on this year whereas the other EE may have 3. Does SAP allow the ability to add one row at a time for each criteria group?
    <i>It seems it is available in the latest version of We Dynpro.</i>
    - There is a requirment that once the manager completes the EE appraisal in MSS, it should be available to the Manager's Manager and HR Dept for final
    approval. How should we approch this requirement?
    <i>This can be achieved via the status flow of the appraisal document</i>
    - Does SAP allow the ability to display the appraisal form in various tabs like one tab each for "Competency", one for "Goals", etc. OR does it all have to be on one long form?
    <i>It seems it is available in the latest version of We Dynpro.</i>
    - There is a need wherein an employee can choose from various development plan for the current year. The development plans (about 25 in number) are like "Conflict Management", "Decision Quality" etc. One EE can have 4 developement plans whereas the other may have 8 plans for the same year. We thought of adding the development plans as qualifications in Qual. catalog and then link it in Appraisal template.
    Is this the best way to approch the requirement? If so, how do we link the qualifications to appraisal template? If not, what other options can be explored?
    <i>No answer found yet.</i>

  • Performance Management Appraisal Reporting

    Hi Experts,
    I have a business requirement to report on Final Performance Ratings via Org. Units.  Standard SAP Reporting for Performance Management appears to be very limited with phap_search_pa...
    I want to be able to report on Org. Units and their Final Performance Ratings so to visualize the data I am looking for:
    Appraisal Template --> Org. Unit --> Individual Employee Data
    Is this possible?
    Thanks!
    Adam P.

    Hi Adam,
    I dont think there is any standard report that is available to get the data as per you your requirement.
    I would suggest you to develop a custom report to get the data.
    Get the appraisal related data from PHAP*
    Get the OM (Org units) related data from employee's 0001 infotype and pass details from FM "RH_STRUC_GET".
    Get the employee related data from PA tables.
    Hope this helps you.
    Regards,
    Subbu.

  • Performance Management (Appraisal Documents) ABAP webdynpro error on HTTPS

    Hello all,
                      Please help , in resolving the issue with Performance Management Application "Appraisal Documents" getting Blanks Screen on the routing back from "Appraisal Document" after user close the application. Issue is only applicable in 'HTTPs' and work fine in internal network.
    On HTTP Watch :  "ERROR_HTTP_INVALID_SERVER_RESPONSE"   in the trace.
    Steps to replicate :
    1. User click on the "Appraisal Documents" link on the Area page and open the application on the new window.
    2. User select one of the "Appraisal document" from the list available to work on it , which result in another window.
    3. User close the application after finishing the work on the "Appraisal Document" and return on the Parent window "Appraisal Documents".
    4. At this point "Appraisal Documents " window get refresh and every things looks great.
    5. Now if user want to select another appraisal document to work on it in "Appraisal documents" window, it freeze or give blank screen.
    Thanks in advance.

    Hello surya,
    is the problem solved?
    Best regards Oliver

  • Performance Management Appraisal pull position to position

    We are implementing Performance management in MSS/ESS 1.41.
    The requirement is to have the appraisal document (flexible) pull position to position instead of chief to position.
    Does anyone know where in the webdynpro this change should be made?
    D. Maupin
    University of Kentucky

    Hi Donna -
    This is interesting that you posted this question.
    My client and I are currently trying to come up with a solution design that would work given their requirements. Without getting into details, they do not have OM implementing currently, and need a performance management process implemented now.
    One solution was to build position to position and keep it very simple.
    My question to you is: Are you using other functionalities in performance management, such as cascading goals? If so, are you only using it for direct reports and not at the corporate level?
    Thanks,
    Nick

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