High level manager Accessing Appraisal in Objective Setting & Appraisals

Hello,
Can anyone please suggest me how the
1. Next High Level Managers (all the way upto CEO), can access the appraisal of an employee from the portal.
2. Also how the manager can access the appraisals of his previous employees, when the manager is transfered?
In my previous project, when I was using ECC5.0, I have addresed all these requirements by creating custom copies of "manager status overview pages" of HAP_Document.
In my current project, I am using ECC6.0 and we do not want any customizations.
Is there any configurable way for these requirements?
Thank you & Regards
Raghu

In the new PMP world, the manager can access the appraisals of his previous employees, when this manager is added as a Part Appraiser to the transferred employee's document.

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How to make Default the Higher-Level Manager of the employee

Dear experts,
how to make Default the Higher-Level Manager of the employee as Further Participant in performance management ?
Regards,
TVS

Hi,
The delivered BAdI below defaults in both the appraiser and appraisee as part-appraisers//Default Further Participants.
BAdI Area: Appraisal Enhancements
BAdI Definition: HRHAP00_DOC_DEF_DO (Appraisal - Default Further Participants)
App. Enhn.: DEFAULT_ALL_MANAGERS
Implementation: HRTMC_DEF_OTHERS
Implementation short text: Determine All Managers
Implement this BADI in SE18/SE19 and write the desired code in the BADI methods
Hope this will help u out.....
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Lakhan

Objective Setting & Appraisals VS Appraisal System

Hello,
Trying to understand the meaning of customizing Objective Setting Appraisals instant of Appraisal System,
Does anyone know if there is a way to transfer all the old Appraisal Models (BS Object) into the new Appraisal Template (VA Object) ?
Another Question : Is it possible to continue using the old way (Appraisal System) with running projects and the Objective Setting & Appraisals for new needs? meaning - BAPIs like BAPI_APPRAISAL_CREATE \ CHANGE \ GETDETAILS will still work ?
thanks !

Hi Binu,
I am not entirely clear about your requirement, but in OOHAP_VALUE_TYPE, for a specific proficiency value, if you have maintained a description for the value under 'Value description' then it will be displayed on the form within the 'Info' button.
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Update Objective Setting & Appraisals(Received) tab in PA20

Hi all,
I am currently working on OSA appraisal. I managed to create appraisal. How can i update the Objective Setting & Appraisals(Received) and Objective Setting & Appraisals(Created) tab in PA20, infotype 25 ?
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Hi Binu,
I am not entirely clear about your requirement, but in OOHAP_VALUE_TYPE, for a specific proficiency value, if you have maintained a description for the value under 'Value description' then it will be displayed on the form within the 'Info' button.
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Objective Setting & Appraisals - Value Descriptions

Hi,
We use Objective Setting & Appraisals functionality for competence assessment. Here we use a 'Qualification' which has specific proficiency descriptions in the qualifcations catalog (not the default value). Now under the 'Value Descritpions' tab if I check the 'default value' for this qualification in the 'phap_catalog' I see the default values for the proficiency are brought it and not the specific proficiency descriptions in the qualifcations catalog.
Our aim is to use this qualification as a reference in the template so that the defined proficiencies are displayed under the '<u>info'</u> hyperlink in the appraisal document.
Any assistance on this please.
Regards
Binu Jacob

Hi Binu,
I am not entirely clear about your requirement, but in OOHAP_VALUE_TYPE, for a specific proficiency value, if you have maintained a description for the value under 'Value description' then it will be displayed on the form within the 'Info' button.
Regards,
Priya.

Transport an Appraisal and Objective Setting Template

Note the following advice pertaining to transporting an appraisals and objective setting template (I have not found documentation about this anywhere else, so hopefully some of you find this useful):
Scenario:
You have maintained your templates in PHAP_CATALOG_PA in the main config client, and you have transported all other configurations (basic settings, etc.) to your unit test/integration test environment.
However, although you have right-clicked the category groups and templates to be transported and included them in a transport request, you find that only some of your configuration (or perhaps none at all!) is arriving in the target client when the transport is performed.
You may initially be able to work around this by downloading/uploading your config, but once your templates contain more complex configuration (such as using dynamic element references, etc.) you will find that this is no longer a feasible approach.
Cause & Resolution:
The problem is caused by outdated information in the workflow definition environment (transaction SWU3), and specifically the section labeled "Check Entries from HR Control Tables".
Run transaction SWU3, expand tree node "Maintain Definition Environment" (which should be marked with a red cross at this stage) and click on "Check Entries from HR Control Tables". The information presented in the right-hand pane indicates that:
If there are errors regarding the transport objects PDST or PDWS, the relevant entries are not maintained in table SOBJ. You can use the report RHSOBJCH to rectify this later.
Proceed as suggested and run report RHSOBJCH (through SE38 or SA38) in the config client (i.e. where the templates are to be transported from). This has no side-effects I am aware of other than updating the reference information required.
If you now run SWU3 again you should find that the "Check Entries from HR Control Tables" node is marked with a green tick.
Simply go back to the catalog, include your cat.groups & templates in a transport again, and Voila! Our work here is done.
Happy transporting...
Side-note: You may ask (as I did) what transporting of appraisal templates has to do with workflow, but it just so happens that the PD objects and infotypes associated with appraisals (VA, VB, VC, etc.) are transported through the same mechanism as workflow templates (which are also PD objects). if you peek inside the transport you will note that everything to do with the template and category group configuration is bundled inside PDWS and PDST transport objects...
Edited by: Francois Van Lille on Jun 29, 2009 9:58 AM

>
A. Jimenez wrote:
> Hi Francois,
>
> I have successfully transported Categories and Templates, but I have customized "appraisals process", which seems to create VH Objects, and this objects or customizations are not added in the transport order.
>
> You or anyone know how to transport this customization?
>
> Thanks in advance
Hi Abe,
what is the appraisal process you are talking about? The new stuff in ep4 where you define the process and steps which create the roadmap at the top of the document? if so SAP does not have a great straightforward solution, but they did provide us some options.
you can check out this thread and if you want I can send you the full document that is referred to in the post.
EP4: Performance Management-Flexible-Transporting the Tab & Process config

Nwdi-managed access of pcd-objects from java web dynpro

Hi,
im am trying to access portal pcd-objects from a java web dynpro component (namely getting and setting personalized iview properties). for locally managed web dynpro components this works fine with the code below.
when i try the same with a nwdi managed web dynpro component i run into problems regarding references to used dcs. for instance, i need to reference used dc SAP_JTECHS/tc/epbc/pcm/adminapi/java because the build needs tcepbcpcmadminapijava.jar which is inside the mentioned dc. but access permissions of this dc don't allow the dependency. when i try to "add used dc ..." in nwds i get the error message: illegal dependency: access list does not allow use of ...
has someone any solution for this problem? are there other ways of accessing pcd-objects from java web dynpro (nwdi managed!)?
thanks
heiko
private static void savePersonalizationData(String value) {
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          attributeSet.putAttribute(ATTRIBUTE, value);
          attributeSet.save();
     } catch (Exception e) {
private static Object getIview(String pcdPath) throws Exception {
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     env.put(
          com.sap.portal.directory.Constants.REQUESTED_ASPECT,
          com.sap.portal.pcm.admin.PcmConstants.ASPECT_SEMANTICS);
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Hi Kust,
To access the PCD objects the code you used looks ok for me but your main issues is related to the dc access permissions. This thread discussed about the similar issue. Please review this below thread.
/message/979328#979328 [original link is broken]
Regards
Krishna Reddy

Is it possible to configure Team calibration for Objective Setting Appraisals in EHP7

Hi Friends,
We are on EHP7. We have implemented objective setting appraisal for our client.
We have created an appraisal template under category group "Personnel appraisals". We have configured the VA, VB, VC, Column ids. Status tab flow is used from In preparation - Completed.
The enhancements are used to accommodate customer specific calculations for the scores based on the final ratings.
An additional requirement from the client is; once the appraisal process is over for a team; the team manager should be able to see the scores of his direct reportees in the MSS.
1) He should be given a provision to modify the final rating score; incase if he finds that one of the team members deserve a better score in line with the comparison of other team members. He should be able to call the template and be able to revise the final ratings from his MSS directly.
2) When he modifies the final ratings by calling the appraisal template on the MSS; that new score should be stored in the appraisal template (database tables); that is; this should overwrite the final scores which was initially calculated during the final appraisal discussion between the apprasier and appraisee. This new values should be taken for all reporting or new compensation revision process.
Should this requirement be addressed by Assessment of Employees and Calibration Process for Employee Assessments standard configurations?
If that is the option; I have already done these settings for flexible performance appraisal.
But in the MSS > under Talent Management > Assessment
We are getting a blank screen in the "In process & Completed " tabs. No employee is listed.
The calibration grid is empty. But under under talent profile; we are able to see the names of the team members.
Is there any other method available for this purpose ?
Request your comments on options to deliver this functionality.
Thanks.
ER.

Hi Srujan,
For every paying company code you can have multiple sending company codes.
You can make this configuration in FBZP > Paying company codes tab.
Once in 'Paying company codes', here click on 'Company codes' button on top right.
This means you will need all the FBZP setup for your paying company code only.
Also, please refer to below link to configure cross company settings
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/90f33e12-aeac-2a10-2186-ed8301f778ba?QuickLink=index&overridelayout=true
Also, this document will be useful:
http://help.sap.com/printdocu/core/print46c/en/data/pdf/FIBP/FIBP.pdf
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Zubin

Requisites for Quality set-up for Objective setting & Appraisals

Hi Experts,
I am involved in setting up the QA server for an appraisal template that is finalised. Need guidance for the following:
1) The authorization details: for Appraisee & Appraiser
2) Creation of multiple users at the QA end to enable its testing.
Kindly share your views. Thanks so much...

For end users:
You shall create users with your custom role + SAP_HR_HAP_EMPLOYEE + Authorization object(described below)
Also maintain: IT 105 subtype 0001
For managers:
You shall create users with your custom role + SAP_HR_HAP_MANAGER + Authorization object(described below) {you can consider P_PERNR }
Also maintain: IT 105 subtype 0001
For OSA we have different set of standard roles:
SAP_HR_HAP_ADMINISTRATOR (for administrator)
SAP_HR_HAP_EMPLOYEE (for employee)
SAP_HR_HAP_MANAGER(for manager)
You can use combination of following authorization objects;
->S_TCODE P_TCODE (for transaction authorization)
->PLOG( for personnel planning components)
->P_HAP_DOC(Access to appraisals)
->P_ORGIN/CON(Access to HR master data)
->P_PERNR(access to HR master data)
Minimum suggetsed settings for OSA;
For PLOG :
Infotype :1000, 1001, 1002, 1048, 5020, 5021, 5022, 5023, 5024, 5025, 5026
Planning status: 4, 3
Object type: VA, VB, VC
subtype: 0001, 5020, A605, A606, A607, B605, B606, B607
I hope this information will help.
Regards
Pooja

Objective setting appraisals in ESS

Hi All,
This is a question related to Objective seting appraisal. The requirement is, the apprisal form's criteria group & criteria are different for all employees. So the client needs that a blank form should be available in ESS only with heading & the employee will add new rows & write the criteria group & criteria and fill the form. Once it is fiiled he will submit it & it should go to the concerned manager through workflow.
So I would like to know whether it is possible or not. Please help. If yes is it a abap development or through customizing it is possible.
Thanks,
Daniel

>
Daniel wrote:
> Hi Nick,
> Thanks for your reply.
>
> The requirement is,
>
> First the employee & the manager decides what target needs to be set. It will vary from person to person i.e. finace, sales person etc. And also the criteria group, criteria, target to be achieved and will be different from person to person. Thats why the appraisal form may not be same for all the employees. So the client needs that only the heading of the column .i.e. criteria group, criteria, weightage, target to be achieved & actual target achieved etc. should be displayed in the ess. And in ESS, employee will fill all the columns & submit. So here we are allowing the employees to create criteria group & criteria. Once it is saved the same will go to his manager through workflow. They have also mentioned that individual weightage must not exceed 25 and total weightage will be 100.
>
>
> Please suggest what can be done in this scenario.
>
> Thanks,
>
> Daniel
daniel - nick didn't understand your question... your requirement is done through configuration. first define a criteria group called "Business targets" or whatever you want.
go to this criteria group and go to the columns tab - in the dynamic settings (key word here dynamic) - configure free enhancement "add new element"
cllick on the button below - refers to attributes of - generate a new attribute as a criterion.
double click on the criterion. here you configure what columns you want to use.
from application standpoint.
this will give an "add" button on your template. every time the user clicks it - it will generate your reference criterion - with the columns you configured.

Objective Setting & Appraisals - Status Flow

Hello,
I'm working on OSA module.
When i configure the status flow, i have two options regarding the state of the appraisal after status change:
- Save and Change to Display Mode
- Save and Exit Appraisal Document.
My requirement is that the appraisal is saved and user can continue editing.
Is there a way to add an option here?
Regards,
Fabio.

Hi -
Typically if you are using push buttons to move the document into a new status / sub status, you would be moving the document to another person in the process, so I'd be interested to know what the exact requirement is. Are you wanting to put it in a new sub status for reporting reasons?
If you are making changes and want to change the status, but still stay within the document and edit, im not sure you can do that through standard configuration. Have you tried not selecting one of the two options and leaving it blank? I wonder what that would do?
Thanks,
Nick

HRHAP00_SELECTION Badi in Objective Settings & Appraisals

Dear All
Can we add one more element / authorised person in the appraisal template.
As per my requirement i want to authorise one more person in the list apart from All users,Appraisee, Appraiser, Further Participant, Higher Level Manager, Part Appraiser.
As per my view it is to be added in the above said BAdi, but I am not sure.
How to add it?
Thanks
Vikas

Ya Venki
This is not a BAdi.
Thanks for the reply. Actually what I am looking for is a workflow rule.
Thanks
Vikas

The next level manager is unable to view or access appraisal forms for all

I am facing an issue where in the next level manager is not able to see the appraisal docs of employees.
Follwing is the link that we found on SDN related to the same issue-
Next higher level manager should see the appraisal docs of the employees
During the PM testing, an issue was discovered with the existing logic of the Default Next Level Manager BADI.
When a manager manually reports to a NL managers organization unit, the next level manager is unable to view or access appraisal forms for all the employees who report to the manager.
For example,
NL Manager/Cheif: Susan
Manager/Chief: John
Employees: Mary and Matt
If Johns position (manager/chief) has a A 999 Reports to dotted line relationship to Susans organization unit (NL Manager), then Susan is unable to access, approve or reject the appraisal forms for Mary and Matt (Johns direct reports).
The relationship type is A 999 Reports to dotted line
Type of related object O (Organizational Unit)
We need to update the BADI in order for the next level manager to be able to access appraisal forms as described in the example above.
BADI implementation Name : Z_HRHAP00_DOC_DEF_DO
Method - IF_EX_HRHAP00_DOC_DEF_DO~DEFAULT_OTHERS
Now we are facing the following issue-
After identification of the employees who report to the managers organizational unit using the A 003 Belongs to relationship we are not sure how to pass these employees information from BADI to appraisal form, so that the previously identified Next Level Manager will be able to access, accept and reject appraisal forms for these employees.
For further details please refer the thread. I was not able to understand how this can be achieved.
Can anyone please mention in brief how I should be able to do this. I am new to this and I would appreciate any help .
Regards,
Satish.

There are no Function Modules to my knowledge. Pls try the transaction S_AHR_61016530 which would display the User's approvers as per hierarchy. This would bring datas from the HR tables. If this helps pls award points.

Objective setting Appraisal

Hi,
I want to configure objective setting with appraisal. The flow will be from employee to Immediate supervisor to Next Superior. I am new to appraisal system Please can you guide me
Regards,
Vaman

Hi Veman,
You are asking a very vast question. You actually want to know how to configure an appraisal process.
I can give you the main steps:
First, you need to configure the appraisal template. This is done by transaction code OOAM or PHAP_CATALOG_PA. In order to create a template you need to configure several objects:
>> The highest level is the Category Group, which is provided as SAP standard - choose the category group "Personnel Appraisals" (or "Personnel Evaluations").
>> Under it you need to create the Category. You can determine a single category for all your appraisals or divide them to groups (e.g. appraisals for permanent employees, for employees on probation, etc.).
>> under it in the hierarchy you create the template (VA object) which consist of Criteria Groups (object VB) and of Criteria (object VC).
You want to create a process for the employee, direct manager and indirect manager. This is done many steps, as:
Choosing the roles: "Manager", "Higher-Level Manager" and "Self" on the Category level
Choose which columns and VBs/VCs each participant will be able to access
Determine the relevant statuses and sub-statuses
Determine if the process will be done as parallel (simultaneously) or one after the other.
Determine how the grade will be calculated, according to each manager's grading
Which user interface will be used to enter the appraisals (an ECC/R3, BSP, Web dynpro etc.)
Authorizations
The heart of the templates lays in the configuration done mostly for the objects VA, VB and VC.
There are so many configuration elements and so many options - too many to be discussed here.
BUT,
I advise you to look into course HR510 - Personnel Development and Performance Management
You can read the book SAP ERP HCM Performance Management, of SAP PRESS
If you have questions of specific configuration elements, I can assist you.
Good Luck!
Liran

Objective Setting and Appraisals.

Hi Everyone,
I am learning Objective setting and appraisals. Could you please shed some light on where to begin.
I looked at the help documentation, but i feel i should get a overview of the whole process before going into configuration. I know it might be too much to ask but, could some one please share any documentation or links which describes it step by step like taking examples etc. Appreciate all the help. Have a nice day.
My E-Mail: marian_roza @ yahoo.com
Thanks in advance
M.Roza

Check the url it might help u.
http://help.sap.com/saphelp_erp2005/helpdata/en/cd/dae43e4ab011d18a0f0000e816ae6e/content.htm
for PD
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/PAPD/PAPD.pdf
/people/community.user/blog/2007/01/18/objective-setting-appraisals-document-datamodel
/people/community.user/blog/2006/10/13/objective-setting-appraisals-value-determinations
https://websmp107.sap-ag.de/~form/sapnet?_SHORTKEY=01200252310000079831&
https://websmp107.sap-ag.de/~form/sapnet?_SHORTKEY=01200252310000079827&
https://websmp107.sap-ag.de/~form/sapnet?_SHORTKEY=00200797470000081846&
Transaction Code OOHAP_CAT_GROUP
Trough this transaction the Category Group level customizations can be done.
Transaction Code OOHAP_SETTINGS_PA
The appraisal process has to be enabled.
Transaction Code OOHAP_VALUE_TYPE
Through this transaction code rating scale configuration has to be done. Quality, Quantity rating scales can be created.
Transaction Code OOHAP_CATEGORY
Category level customizations can be done using this transaction code. The same customizations can be done using the transaction code PHAP_CATALOG.
Transaction Code OOHAP_BASIC
Basic customizations related to the following areas have to be done using this transaction code.
1. Column The columns appearing in the appraisal document
2. Value Class Currency, Dates and etc.
3. Role Manager, Higher Manager and etc.
4. Enhancements
5. Sub status
6. Workflow related customizations
Transaction Code PHAP_CATALOG
This is the master transaction through which the templates are set. Based on templates the appraisal documents are created.
Category Level customizations are done in the second level
S.No Transaction Code Description
1 PHAP_CREATE Create the appraisal documents
2 PHAP_CHANGE Change and Create appraisal documents
3 PHAP_PREPARE Prepare appraisal documents
4 PHAP_SEARCH Reports
5 PHAP_ADMIN Change status, appraiser, reviewer, etc.

High level manager Accessing Appraisal in Objective Setting & Appraisals

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