Appraisal Process

Created and added to a customizing transport request in the Dev the following configurations for the yearly Appraisal process:
Basic settings via OOHAP_Basic, updated table for Dev Objects, created and updated ratings scales and the homepage configurations
Created Appraisal Template via PHAP_CATALOG and did portal configurations via navigation IMG->Personnel Management->Personnel Development->Objective Setting and Appraisals->Define Tabs and Process Configuration for Template ( no transport requests created).
Now I need to move these configurations to Quality System for testing. 2 questions:
1) How to move these configurations created with and without customizing request?
2) What is the best way to do testing for Appraisal process, as you know, we need to delete appraisal documents, each time we need to set the Appraisal Template Status to "unreleased".
I will reuest you to please share only the tried and tested method to avoid confusion.

Hello,
1. Regarding category and category group, the practice that I followed was to manually make the config in category in the QA system. I think this method is flawed as there is manual work involved. I think a workaround (or this might be the actual method) is to make changes in these t-codes OOHAP_CAT_GROUP and OOHAP_CATEGORY just like OOHAP_BASIC and move the transports to the QA system. After the transport, you can upload the template. Worth giving a try.
2. Local system here means the C drive or your desktop. Just like you download an attachment from your email. Just right click on the template and click on Download. It will give a popup to save the file in I guess XML format. Now login to your QA system and on the category, right click and UPLOAD option should bring popup to open file for upload. Just select the file from your desktop or the downloaded location. Do a consistency check.
3. This query will need more inputs from other gurus.
Hope its clear now.
Best Regards.
Karan.
Edited by: karan mehra on Jul 27, 2011 8:06 AM

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Performance Management EHP4 Flexible Appraisal Process

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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?

PMS / Appraisal process step by step

gurus need your help
can anyone provide me the config doc (lay man language) to for Appraisal process through portal?
I have already gone to help.sap.com but not able to understand the same

Appraisal process through portal is indeed confusing. I would suggest that you first focus on SAP side for the basic configuration. Work on transaction PHAP_CATALOG in the sandbox and get familiar with the stuff. Once you understand this transaction, things will be easier.
Regards
Lincoln

Flexible appraisal processes & predefined Performance Management process.

Good Night.
What is the diference between Flexible appraisal processes & predefined Performance Management process and in what case i have that use it?
Kind Regards-

Hi Juan,
Flexible Appraisal Porcess- As the name suggest you have the flexibilty to design your apparisal templates using the functionalities provided by SAP.
For eample: Using transaction PHAP_Catalog_PA or OOAM, you can design your apparsail template.
Predefined Appraisal Template: Again as the name suggest, SAP has pre-designed the strucure for defining the appraisal template. After clicking on the tab for Predefined appraisal process in IMG node, you will follow the number of screens in sequece.
Excellent material is available on SAP Servicemarketplace for Performance Appraisal in EHP4. Please check the link below:
https://websmp109.sap-ag.de/~form/sapnet?_SHORTKEY=01100035870000687484&
Thanks!
Best Regards,
Chetan

Appraisal process roadmap does not appear

Hi Guys,
When we open an employee's appraisal document via ESS or MSS, the 'appraisal process roadmap' / 'appraisal document header' is not appearing. The area that corresponds to this header is blank. Rest all is fine. Can you guys please let me know if there is anything that needs to be done from my side. We are on EhP5.
Thanks,
Ranjith

Hi Siddhartha,
I wanted to know whether there is an Authorization Object fir Displaying the Process Roadmap on portal.
I have configured it for a form and assigned the standard role to the user. The form is visible, but not the process roadmap.
When i assign sap_all to the user, the roadmap is displayed.
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Predefined appraisal process and flexible appraisal process

Hello
I read the new presentation about the New in Performance Management (SAP enhancement package 4
For SAP ERP 6.0) I don't understand the connection between predefined appraisal process and flexible appraisal process.
Can I use these 2 processes together?
Is the new "Predefined Performance Management Process: Calibration" work with flexible appraisal process or this is 2 different system and process?
For example This process of predefined appraisal compare "final appraisal" of workers. Where this "final appraisal" is stored . In which question of the appraisal form ?
In the presentation Sap wrote "Team calibration based on overall appraisal". What is "overall appraisal" in terms of appraisal form ?

Hi,
so to answer your questions:
Can I use these 2 processes together?
No these are 2 different functionalities. The reason they were delivered at the same time is because they are using the same technology (web dynpro)
Thus the 'calibration' which is designed for Predefined does not exist for Flexibe.
So with EHP4 SAp delivered the new Predefined functionality
and the Flexible which is basically the same functionality as before but using web dynpro instead of BSP page.
Regarding "Team calibration based on overall appraisal". This functionality allows manager to compare the individual appraisal documents of the employees that reports to him.
You can find some more information on these fucntionalities in SAP help link below
http://help.sap.com/erp2005_ehp_04/helpdata/en/cd/dae8a24ab011d18a0f0000e816ae6e/frameset.htm
Hope this help
Sarah

Self-Appraisal Process

Dear Experts,
Client would like to configure the Self appraisal process initially.
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Which stage u are now at?
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in the part appraiser process in OSA,
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2. is it mandatory for the part appraiser to complete the part-appraiser process step before the final appraiser can appraise?
can final appraiser appraise without the part appraiser's input?
3. if multiple part-appraiser exist, will the employee see multiple part-appraiser columns (one for each part appraiser)?
4. can i have a part-appraiser process without the standard part-appraiser column (i.e. the part appraiser uses the final appraiser column)?
thanks.
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1. Is employee allowed to chose the part appraisers or the part appraisers are selected by the system (using BADI Default Appraiser HRHAP00_DOC_DEF_D1)?
A: As Cheta says, the employee can not select or modify the appraisers assigned in the preparation process. The BADI HRHAP00_DOC_DEF_D1 is usefull is you want to implement a customer logic to select part appraisers. The system deliver an implementation assigning by defaul the appraiser and appraisee as part appraisers too, but to select this implementation is optional.
2. Is it mandatory for the part appraiser to complete the part-appraiser process step before the final appraiser can appraise?
can final appraiser appraise without the part appraiser's input?
A: In the standard or proposed process, the part appraiser doesn't need to complete the part appraisal before the final appraisal. And the final appraisal itself can be completed even if the part appraisals has not been completed yet.
3. If multiple part-appraiser exist, will the employee see multiple part-appraiser columns (one for each part appraiser)?
A: The employee can or can not see all the part-appraisals columns (PAPP), you can customize this behavior in the "Column Access" tab at template level (VA object). You can make customizations too in the "Element Access" tab at criteria (VC object) or criteria group (VB object) level.
4. Can I have a part-appraiser process without the standard part-appraiser column (i.e. the part appraiser uses the final appraiser column)?
A: You can customize the "Multiple appraisers allowed" behavior in the "Processing" tab at template (VA Object) level. All the appraisers you assign using this option, will be allowed to modify the FAPP column. But this is not a "part appraisals" process, because the system can not mantain the information about what person make what value change.
I hope this can help you.
Best regards,
Alejandro.

Excluding appraisee from the planning phase appraisal process

Hi
Our client wants to exclude the employee (appraisee) from the planning phase in the case of displinary appraisal process.
So is it possible to configure a appraisal model in a way where the appraisee can only see the document when status has been set to 'In process' - this way only the appraiser can see(and maintain) the document when it is being prepared and planned.
I have looked into the anonymous settings but it does not cover our requirements.
Do you have any hint for us?
Thank you in advance.
Best regards
Hanne

Hi Sarah
Thank you for input.
I have looked into the hiding of colomns - but we want to make the planning of the whole document a secret to the appraisee. So it is only when in process phase, that the appraisee should be able to see that the manager has created the appraisal form.
Do you see a solution for this case?
Best regards
Hanne

BADI to implement add link in appraisal process

hi,
I want to implement "add links" in appraisal Process, please suggest me simple way using BADI.
Please reply as soon as possible..
Thanks,
Hemant

In appraisal a lot of changes can be made to the standard via Badis. A list of all user exit/Badi available in this functionality can be seen via PHAP_ADMIN >Utilities menu >Badi overview
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Best Regards

Flexible Appraisal Process Flow EHP-7, Where to start???

Hi Experts,
Can anybody please guide me how to go about capturing the Flexible Appraisal Process Flow.
Where exactly it starts & where it ends, i am not able to visualize the same.
Shall i start with Templete creation??
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Hi,
I guess my document can help you out.
Objective Setting and Appraisals : Appraisal Template Configuration and it's flexibility using available BADIs
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Sounak

Standard Appraisal process

Hi
I've created the Competency, Assessment template and appraisal template
I also created a sample Questionnaire
Now i am not able to figure out the process the manager to initiate the Appraisal so it will go to the employee and where employee can fill it up and submit it back to manager. Once this is done it has to flow to the HR department
Can anyone guide me in the appraisal process and also let me know if i've missed any setup
Any metalink note for the appraisal would also be really great
Thanks for the time
Regards
Ramesh Kumar S

You should be able to begin the appraisal process from the manager. The workflow will take you to a point where you can transfer it back to the employee to update.
The approaisal workflow is more complex than most, because it allows for transferring the appraisal backwards and forwards between participants.
If there is a final approver after the manageer, then AME is a good way of controlling this.
Regards
Tim

PMS Appraisal Process

Dear Experts,
If you have any configuration documents on PMS Appraisal,pls do let me know.
because i dont have much idea on appraisal process.
Client would like to implement the entire end to end process.
Pls do help me.
Edited by: sivakpt on May 3, 2011 2:06 PM

HI,
Go to ooam transaction where you have to define the appraisal template there you have to configure every thing like work flow process, any new enhancement and before implementing appraisal process study entire your client process then you implement
and go to basic setting and configure your settings
Let me tell you few transaction code
Appcreate- here you can create the appraisal template
appdelete - Here u can delete
appsearch - here u can know the status of the process
Regards,
prasath
Edited by: SN Vijay Rajandra Prasath on May 3, 2011 2:08 PM
Edited by: SN Vijay Rajandra Prasath on May 3, 2011 2:09 PM

Appraisal process Help Urgent

Hi all
I have created one Employee ,supervisor and Reviwer.
Now I have created Objective template start 24-feb-2009 to 25-feb-2009
Now i have published the plan start 25-feb-2009 to 28-feb-2009.
I have choosed Cacading process while creating objective template.
Now I have some questions
When i publsih the plan as expected Supervisor initiated the Objective process.then It went on well .When Emplyee submited and it came to appraiser .when appraiser approved it doesn't come to Reviewer.to achieve do i require to have any AME rules !!
I am on R 12.0.4.
On 24-feb-2009 As a employee i have started Standard appraisal and it went to appraiser and he approved .
Then it doesn't come to Reviwer as i expected.While publshing the plan i have chosen supervisor hierarchy and i left blank Hierachy filed to flow to all the people in the hierarchy.
Am i missing something here !!!
Suggestions are greatly appreciated.

When you are creating the PMP, in the appraisal section, you select a template and then give the dates and other details. One of them is the field called Initiator. This has two values - Appraiser and Appraisee. Depending on the value you have selected, the appraisal will either start with the Appraiser or the Appraisee.
So for Objective setting you have Cascading or Parallel and for Appraisal you have Appraiser or Appraisee.
To get the status of the appraisals, you can use the Monitor icon for the PMP.
UK HRMS Manager -> Career Management -> Performance Management Plans -> Search for the plan.
There will be a monitor icon.
Select that and you will be able to see the status of the Objective setting process and the appraisal process as well. This will give you the statistics like how many has started, how many as completed etc.
But to know who has completed and who has not, you need to query in the databse tables to get the employee names etc.

Performance Appraisal - Processing of rejected document

Hello
If part appraisers are utilized for an appraisal form and the appraisal is rejected, can the appraisal be directed to a specific part appraiser? If so, how can this be setup. If not, how does it work from a process stand point.
Please advice. Many thanks in advance.

Hi,
This can be achieved.
Try the following way. Assume that the part appraiser sequnce is 1->2->3 and then final appraiser. If the rejection has happened, then the appraisal document has to be available to say Part appraiser 3.
For this u need to create a new rule in Tcode PFAC. Just clone any of the standard rule from OOHAP_BASIC and create a rule and code in the Z function module as per your requirement.
Now after doing this add the new custom rule to OOHAP_BASIC.
Also add the rule to the category group, category and template in PHAP_CATALOG.
Then in the flow logic of the template, after the complete button is pressed, make sure the person authorized is the new rule which u have created.
Hope this helps you.
Regards,
Subbu.

Appraisal Process

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