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

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Update Objective Setting & Appraisals(Received) tab in PA20

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Objective Setting & Appraisals - Value Descriptions

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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.
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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.
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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.
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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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Appraisals status flow settings error handling

Dear Appraisals guru,
We have requirement for appraisals with two levels ( Reporting Officer and Final Reviewing Officer ) for which we can use the role of Mgr and higer level Mgr . And for column access Final Appraisal and Part Appraisal .
I have made the template with the column access for each elements but except the Status Flow part . Kindly suggest the status flow configuration part which will process without error messages .
My template have three sections, The 2 sections of the templates will be filled by the 1st level appraisal and the last section of the template will be reviewed and filled by the second level appraisal ( the reviewing officer).
I want to use the following statuses--
In Preparation , In Process,( for Reporting Officer's entry), In Review ( for Reviewing Officer's entry) , and finally Completed .
Presently the push button entry , target status and substatus entries Next status entries are not matching throwing errors.
Pls suggest the best ,
Thanks in advance..
Alok

Dear Alok,
Since you have already designed your template you must be familier with the configuration tables. Using table OOHAP_BASIC, you can add/ delete/ rename your status and substatus.
Once the status and substaus are designed the same will be available at Category level. Once you select those entries, it will be available in appraisal template level (Object VA)
Based on your requirement, design a status flow and related pushbuttons. Say for example, when status is in Planning, appraisal template should be with Employee and he/ she should see a pushbutton as "Sent to Manager" (Example). When he clicks on this pushbutton, based on the entries made in the status flow in the "Target status" (Say In Planning) and "Target Substatus" (with Manager), it should go to Manager.
Similary design each step to meet your requirement.
Hope this helps.
Thanks!
Regards,
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Performance Appraisals- Status Flow logic not working

Hello
We have the following process flow for our appraisal process.
Manager (appraiser) initiates and writes the objectives - sends to higher manager for approval (part appraiser) -he has two choices 1- to reject and send back to the manager OR 2- approve it to HR for Review . HR (Administrator authorization) has two options 1- to reject and send back to the manager (appraiser) OR 2- Complete the process. This is how we have defined the status flow for the template:
Outbound Status____Pushbutton Text__________Target Status
1. In Preparation_______Define Objectives______________In Planning
2. In Preparation_______End Preparation_______________In Planning
3. In Planning__________Send to Manager for Approval___In Review
4. In Review___________Reject to Manager____________ In Planning
5. In Review___________Send for HR Approval__________In Process
6. In Process__________Reject to Manager____________In Planning (issue)
7. In Process__________Completed__________________In Complete
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Hello
The system does not allow moving the document from In Process to In Planning. As such, we created various sub statuses for the status In Process and controlled the access at that level to meet our requirements.
Thanks

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.
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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.

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.

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.

Change of Column Width in Objective Setting and Appraisals

Hi,
Is there any way to change the delivered width of a column in Objective Setting and Appraisals?
Thanks,
Mary Ann Kolnik

The only possibility would be with a custom BSP. Easiest way would be copying the standard and make your adaption in the copy.
See also <a href="/people/sap.user72/blog/2007/02/20/objective-setting-appraisals-the-web-environment.
Regards and Groetjes,
Maurice

Adding more Push buttons in Status Flow of Objective Settings & Appraisals

Hi,
In my Template Design, under status flow tab, we are able to create new push buttons.
SAP is allowing, to create only upto 3 push buttons per outbound status/sub-status combination.
In our application, we need 5 push buttons in one of the outbound status/sub-status.
Can any expert suggest me what should I do?
Advanced thanks
Regards
Raghu K

Raghu,
The "NEXT STATUS" field specifies the status(save &leave or save &display), but you're talking about the status flow change, which is very much possible with in the same tab "Status Flow".
There is a filed called Pushbutton, this is where you select the pushbutton for the form to change the status flow. This staus flow change you can define in the field "TARGET STATUS", if you have any substatus in that status you can define that in " TARGET SUBSTATUS".
I hope this helps.Award points if this resolves your issue.
Regards
Ramakrishna Ramadurgam

Status overview iview Objective Settings & appraisals

Hi,
is there a way to hide some status columns in the status overview iview of objective settings and appraisals. we tried by deactivating the available status in the appraisal template, but it does not seem to affect the iview.
we would like to hide them since they are not used in our process.
we are using ECC 5.0.
regards,
Bert Caryn

Hi
In our case, if a status is not used in Appraisal Template (in tcode OOAM - tab 'Status Flow' for the template - we removed the check against the unwanted status), that status column does not appear in Status Overview iView.
This is FYI. I don't know why this is not the case with you, but you may un-release and release the template and check again.
One more point - You may check view named V_TWPC_ACOL (Assign Columns to a Column Group). In this, you can set column visibility parameters such as Visible, Invisible and Do Not Display.
Hope this helps.
Regards,
Vikas Bhatia

Performance Management/Objective setting and Appraisals - To Hide elements

Hi All,
In PMS/Objective setting and Appraisals module, is there any BADI available to Hide elements( Criteria & Criteria group) on Sub status wise. Meaning, suppose i have Substatus A, B, C & D in status "2" ( In planning) and one of the VC element should be hidden in Status = 2 & substatus = A, B. But in "C" & "D" sub stauts it should be visible.
If BADI is not available then is there any possible way out for the same.
Thanks,
Ashwini.

There is no badi for this, it slipped of radar during the development of the hide element functionality.
The only why to achieve the same would be by having a customer own UI and control it on UI level, but its an ugly way which I do not recommend.
Regards and Groetjes,
Maurice Hagen

Objective Setting & Appraisals - Status Flow

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