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.
Regards,
Priya.

Similar Messages

  • 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 ?
    Appreciate your all help.
    Thank you.

    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.

  • 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.

  • 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
    Cheers,
    Zubin

  • 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.

  • 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

  • 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

  • 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

  • Switching from Old Appraisal System to Management By Objective (MBO)

    Dear fellow practitioners,
    I have a requirement to switch or migrate from the OLD appraisal system to the NEW appraisal system (MBO).
    Does anyone have any information of the implications of switching the value of REPLA in T77SO from blank to 'A' or 'X' when the old appraisal system is already configured previously and is to be replaced by the new appraisal system with similar business requirements?
    There is an existing appraisal catalog configured for the old appraisal system. How do I migrate the Appraisal Models in the Appraisal Catalog of the OLD Appraisal system to the NEW Appraisal Catalog in MBO?
    I have not been able to find much information with regards to this. Therefore, many thanks in advance to anyone who can shed some light or provide some references to this matter.

    Hello,
    have a look at note 728542
    It was planned to use the switch to replace the appraisal functionality in only one of the applications; technically it's turned out, this was not possible.
    For using the usual functionality for appraisals in training and event management (TEM), HAP00 REPLA has to be set to space.
    All other settings: X, T, A will cause problems.The reason is that many transactions of TEM delegate work to the central appraisal component and there the swith to MBO functionality is done (in the case X, T and A).
    It is however possible to use MBO functionality for personnel appraisals. The transactions of MBO have to be used 'directly'.
    These transactions are not part of the menu but can be added to the favorites list.
    PHAP_ADMIN_PA
    PHAP_CHANGE_PA
    PHAP_CREATE_PA
    PHAP_PREPARE_PA
    PHAP_SEARCH_PA
    PHAP_CATALOG_PA
    There is no recommended way to load historical appraisal data. You will have to write a customer-specific program for this purpose.
    It depends on your specific requirements whether you really need the data in R/3. For example, if you need the data for reporting, it may be easier to load the legacy data directly into BW. If you need them for program logic, e.g. to default values for new appraisals, you could consider loading the data into a customer table and read that table in your implementation of an appropriate user exit.
    Hope this help
    Sarah

  • Objective Setting and Appraisals: No BSP-Template found!

    I am implementing MSS and am getting an error under tab Employee Review for Objective Setting and Appraisals.  The error is:
    An error occurred: java.lang.Exception: Error in CFViewgroup.createListModel: No BSP-Template found!
    Any clues as to how to fix this?

    Now its been a while since ive seen that error .... id check the following:
    1. User Parameters in the backend HR system
    2. User Permissions in the backend HR system (although I dont think its related)
    3. In Security Zones - ensure that the com.sap.portal.ep50 node has sufficient privs for your user.
    BTW which versions of EP and HR are you using - that may have some bearing - ive only ever seen it on ECC5 and EP6.0 ...
    Haydn

  • 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

  • Objective Setting and Appraisals not appear in SPRO -- IMG

    Hello Experts,
    I need to activate "Objective Setting and Appraisals"
    its missing or not appear from SPRO --> Personal Management --> Personal Development -->Objective Setting and Appraisals in PRD System. In Development system its displayed but not in PRD, Patch Level is same and Client is Open.... so please tell how to activat it.
    try to give best solution
    Thanks and Regards
    Dhaval Thaker

    what is your EA-HR patch level?
    check the note: 904109. i am not sure if it helps you or not

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