Performance Management - Column layout in EHP5

Hello experts,
Currently my client is on EHP5 and they are asking us to provide column layout in appraisal template. But in EHP5 we are getting the template row wise (one under another) as below
Customer prospective
Unit of measure
Target
Weightage
Target set for achieving rating 1
Target set for achieving rating 2
Target set for achieving rating 3
Target set for achieving rating 4.
But customer wants column wise (one after next horizontally) as below
Unit of measure Target Weightage Target set for achieving rating 1 Target set for achieving rating 2 .................
We know, this is possible in EHP6. Is it possible to achieve the same in EHP5 as above by enhancing webdynpro component 'HAP_DOCUMENT_BODY'? If any one did, please share the solution or the ideas.
I searched a lot for the solution in SDN, but i am unfortunate to get it. I request you give some light in this issue.
Thanks in advance,
Awaiting for your answer...
With best regards
Damodar

Thanks again Andy,
I agree with you... even I am afraid talking about either of them (Enhancement or Z webdynpro). Because I can not create a layout with those many UI elements in a static way with lot of visibility control based on different phases in the appraisal.
I will definitely award you points..
But still I have some hope, there is some one, who might have cracked this in either ways and they can provide me the solution.
With best regards
Damodar

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Here is the answer - OSS note #
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Performance management

HI Gurus,
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Regards
Renuka

Hello,
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Thansk&Regards,
Narendra N Shukla

Performance management for appraisal document Targets defaulting...

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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.
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         and How to achieve to do this thru coding step by step?
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Help me to do fastly ..
waiting for asap response..
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Hi Chris,
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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

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Hello
We are on ERP 2005 and implementing Performance Management at the company.
We have some questions in relation to the requirements:
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- 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?
No documentation found
- 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?
It seems it is available in the latest version of We Dynpro.
- 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?
This can be achieved via the status flow of the appraisal document
- 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?
It seems it is available in the latest version of We Dynpro.
- 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?
No answer found yet.

Hiding elements in flexible performance management

Dear Experts,
We're on EHP4 and using Flexible performance management. I would like to hide certain elements based on the sub-status of the appraisal document. Currently, I am able to hide the columns associated with these elements by modifying the values in the parameter 'T_BODY_CELLS' ( created an implementation of BADI HRHAP00_VAL_DET) . However, I am unable to hide the description of these elements as it is stored in the parameter T_BODY_ELEMENTS which is not a part of the export/changing parameter of this BADI.
Is there any BADI or any other way in which I can hide the values present in T_BODY_ELEMENTS based on the sub-status?
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Here is the answer - OSS note #
1748048
1748048 - Message no. HRHAP00_TEMPLATE160 - Value determination 'CASCADED_GOALS_DESCRIPTION' is not possible for elements other than ''
Thanks,
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Predefined Performance Management

Hello
We're currently upgrading to EHP5 and have been looking at potentially using the Predefined Performance Management Process.
On the whole, the solution seems to meet most of our requirements, but there are a few minor aspects that we'd like slightly different if at all possible. For example, with the competencies, does anyone know if it is possible to automatically default required competencies onto the employees appraisal template? We have a few standard competencies that all employees must have assigned to them each year and other than creating them as qualifications (so that they are available to select from the profile match-up option), we can not see any other method via config?
We had thought of whether we could manually edit a predefined template after it has been initially created (i.e. un-releasing the template, adding new elements under the Competencies section and then re-releasing it again)? We're wondering if there is any flexibility once the initial template has been created?
At the moment we're waiting for the DEV box to finish the upgrade so just trying to investigate the options.
Thank you
Regards
Phil

ok Phil let me take a logical pot-shot at this (I aint much of a perf.mgmt guy but I have done a bit of quals in the past)
1. you need competencies to default am assuming these are basically 'skills'or qualifications of an employee, right?
2. if yes,.. you have 2 options: a. you defien requirements against positions for these skills and there is a std report to transfer them as quals to personnel, b. you define them in PA-itself and use the integration report to transfer to pd which is also the same as defining quals against personnel in an integrated environment,..
3. either way you have to do a dataload or conversion for these 'competencies' and on the per.mgmt side they should default...
feel free to correct me if my understanding was wrong,..
cheers

Predefined Performance Management process Issues

Hello
1. Is it possible for the High level managers to have a display access to employee's appraisal documents in PMP (Predefined Performance management)?
2. Is it possible for Further participants (such as dotted line managers, etc) to participate in Appraisal process for PMP. I tried using Part Appraisers. But the Part Appraisers are only getting access while appraisal status is In process - Part Appraisal". We want these Part Appraisers / Further participants to get access to employee's appraisals starting from Goal Planning status.
3. We wanted to add additional Criteria Groups (VB) to the PMP Appraisal Template. I have added a Project Goals Criteria Group. But that's not being shown in PMP web interface (although it is being shown in Flex-Form).
I have been realizing that the PMP, which is very good web design does not have ANY flexibility to change Template or process.
The Flexi-Form, which is very flexible in terms of Template Design, does not offer the Goal Cascading functionality and Competency Goals functionality.
I am surprised that the PMP is very un-flexible (contrary to what SAP advertised).
Any suggestions for my above 3 problems?
Thanks
Raghu Kolukuluri

Hi Wim:
Thanks for taking the time to read through my rambling and for responding.
I guess the point of what I was trying to get at is why it would be an unlikely scenario to put the configuration for predefined into PHAP_CONFIG and then let you modify it to suit the whim of your customer.
My intention was not to suggest the impossibility of integrations in the flexible template. There are certainly enhancements to accomplish integration with the Qualification catalog and LSO, and even the old school Development Plans that virtually no one uses.
However, as someone who has seen Predefined in a production environment; I have to tell you, I do disagree that the alignment of goals is the only 'functionality' piece missing from Flexible. A quick summary of other items missing out of the box:
- Potential Assessment
- Calibration with drag & drop capability of entire team
- Integration with the Talent Profile - Assessments tab
- Target rating distribution %
- Profile matchups to positions other than the employee's own position
That obviously excludes the UI stuff that's been addressed above. These things above come in Predefined automatically with literally no work other than what basically is equivalent to a configuration wizard.
Now, could you create that in Flexible? Sure, anything's possible with enough time and money, right? You can certainly dig into the code and create equivalent custom code for your Flexible template. But like I noted above, it certainly appears to at least me that SAP has continued improving Predefined in EhP5 and made no improvements to Flexible. So in my opinion you run the risk of creating something supremely custom for your customer in order to satisfy some requirement like 1 over 1 approval of a final rating. Then, when EhP6 or whatever comes out, the customer decides they want to start leveraging those Predefined improvements, they've painted themselves into a corner of sunk costs, or continuing to customize Flexible.
To me, that doesn't seem like a good solution, especially for a business unit like HCM that really doesn't generate revenue. I elluded to this in an earlier post, but I really like that Predefined has a process already built into it. It's not like SAP made that up from nowhere, they presumably built that from feedback they'd gotten from customers, along with feedback that it was frustrating how much time and money it costs to build an appraisal system that - while necessary in the corporate world - generates no revenue for the company.
Let me know what you think though. I'd be interested to hear your thoughts.
Thanks,
Chris
Edit: I have no idea why the formatting won't hold. It doesn't look this bad when I edit it, sorry
Edited by: Chris McNarney on Aug 24, 2010 4:48 PM

Performance Management: The perfect UI.. and hidden PM info

Hi there,
I have 2 questions for you which relate to performance management, but not in a technical sense.
1. What kind of information are you looking for in regards to PM which cannot be found in the docu?
Back-ground, in the past I used to Blog on PM topics and currently I am considering to pick it up again. So, what PM topics would you see discussed? More process wise, or technical.. or rather just have me shut up
2. What is the perfect PM UI?
Everyone hated the BSP UI, not sexy and then all those columns next to eachother.. that horizontal scrolling.. Then Webdynpro UI, well.. it looks better.. but everything is below eachother.. why can't I put columns next to eachother.. Pre-defined.. Oh, I love the UI, it looks good.. but why can't I adjust it to my process?
So, what features are you looking for in your perfect PM UI, if you have a top 3 how would it look like. and what do you hate the most about the current UI';s.
Based on the response (on question 1) I would make my second question topic for the first blog entry.
Regarrds and Groetjes,
Maurice Hagen

Thanks a lot Maurice for this initiative. Really appreciate it.
Coming to what I hate the most first.
1. Higher level manager - Why does the Higher level manager have to check documents using ESS and not MSS? Its really the biggest pain convincing the clients on this. I would really like SAP to look seriously into this and provide iviews in MSS.
2. For testing purposes, would like SAP to change the process of SAVE->RELEASE->CREATE DOC-->TEST ->DELETE>CANCEL RELEASE..this is a real pain area.
Coming to what topics we can have for blogs,
1. Technical details on iviews. This is one area where most of the consultants struggle.
2. Workflow related configuration in PM.
3. Process wise, how to tackle more particpants. We have, appriaser, appraisee, part appraiser, and say higher level manager. Now, how do we include an extra participant like HR business partner in your document. This is one area where we would like a discussion.
Thanks a lot Maurice.
Best Regards.
Karan.

Oracle Performance Management - Notifications to Plan Population Members

All:
I've been working with Performance Management for several years and am implementing for a customer now. They are on R12.1.3 RUP6. We're creating notifications to be administered by the Performance Management Admin and the customer has asked for some simple definitions of the Plan Population Members & Statuses. I created this matrix, based on my own understanding and assumptions and wanted to see if anyone could validate to be sure I have these definitions correct. Please note that in the "Who Received The Message" column, where "worker" is listed in the matrix, I have only used the term "employee" since the customer is not evaluating contingent workers. I realize worker could be either an employee or contingent worker.
Could anyone please tell me where I may have gotten the "Who Receives the Message" definitions wrong? I've checked online documentation and there isn't anything I could find that makes an attempt to map this.
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Plan Population
Who Receives The Message
All managers in the plan
All Managers who have active, eligible employees or terminated employees (during the appraisal period).
All eligible workers for the plan
All employees, regardless of their status in the plan.
All managers with at least one ongoing appraisal
Managers who have not completed all appraisals for their employees. These will be in “Ongoing with Manager” status
All workers with appraisal pending feedback
Employees, whose managers have submitted their performance appraisals to them, complete with Overall Rating and Performance Summary and are awaiting their response.
All workers with at least one ongoing appraisal
Employees who still have an appraisal sitting with them in draft form, not submitted to their manager.
All managers with at least one incomplete scorecard
Managers with employees who have not completed their scorecards
All managers with at least one scorecard pending for review
Managers who haven’t completed the review of at least one employee’s goals
All managers with at least one scorecard not yet started
This is when the manager begins the goal-setting process (cascading approach) and who have not started creating their employees’ goals (at least one).
All managers with at least one scorecard in transfer
Managers have transferred the employee’s goals back to them and the employee has not returned
All managers with at least one scorecard transferred out
Managers who have updated their employee’s goals and have transferred them to the employee for review.
All workers with an incomplete scorecard
Employees who have started working on their goals, but have not completed them and they are still in draft.
All workers with scorecard pending for managers review
Employees who have submitted their goals to the manager, but the managers has not acted on (updated or approved) the scorecard.
All workers with scorecard not yet started
Employees who have an active scorecard, but have not opened it, started writing or saving the record.
All workers with scorecard in transfer
Employees who have transferred their goals back to their manager.
All workers with scorecard transferred out
Employees who have transferred their goals from one plan to another plan (e.g., from Student Plan to Lab Regular Plan)
All workers with scorecard pending with them
Employees who have received their goals back and need to review and resubmit.
An individual worker or manager (can select from list of values)
This is an option when generating a notification. You can select a single person and use a notification expressly for hers or his benefits.

Sanjay,
As always, thank you for responding and for your insight. Your clarifications and thoughts here really helped. I am also going to post what I received back from Bina Kulkarni at Oracle. This might be helpful for anyone here looking for additional clarification on the WPM Notifications. Thanks again for your help!
Take care,
Mark
Plan Population
Who Receives The Message
Comments
All managers i the plan
All Managers who have active, eligible employees or terminated employees (during the appraisal period).
Terminated managers will no longer be part of the plan population & hence will not receive any messages.
All eligible workers for the plan
All employees, regardless of their status in the plan.
All managers with at least one ongoing appraisal
Managers who have not completed all appraisals for their employees. These will be in “Ongoing with Manager” status
All workers with appraisal pending feedback
Employees, whose managers have submitted their performance appraisals to them, complete with Overall Rating and Performance Summary and are awaiting their response.
All workers with at least one ongoing appraisal
Employees who still have an appraisal sitting with them in draft form, not submitted to their manager.
Here the Appraisal can be in Planned or Saved status.
All managers with at least one incomplete scorecard
Managers with employees who have not completed their scorecards
All managers with at least one scorecard pending for review
Managers who haven’t completed the review of at least one employee’s goals
All managers with at least one scorecard not yet started
This is when the manager begins the goal-setting process (cascading approach) and who have not started creating their employees’ goals (at least one).
All managers with at least one scorecard in transfer
Managers have transferred the employee’s goals back to them and the employee has not returned
Points 10 & 11 below seem the be the same. I think both cases talk about Managers who have set goals for their employees and transferred the scorecard to the employees for their review.
All managers with at least one scorecard transferred out
Managers who have updated their employee’s goals and have transferred them to the employee for review.
Same as above
All workers with an incomplete scorecard
Employees who have started working on their goals, but have not completed them and they are still in draft.
All workers with scorecard pending for managers review
Employees who have submitted their goals to the manager, but the managers has not acted on (updated or approved) the scorecard.
When employees transfer their scorecard to their managers, the manager can either approve the objectives in the scorecard or Approve and finish objective setting, whereby the scorecard status changes to 'Published' and can no longer be worked upon.
All workers with scorecard not yet started
Employees who have an active scorecard, but have not opened it, started writing or saving the record.
All workers with scorecard in transfer
Employees who have transferred their goals back to their manager.
All workers with scorecard transferred out
Employees who have transferred their goals from one plan to another plan (e.g., from Student Plan to Lab Regular Plan)
Transferred out means the employee is transferred out of the plan due to hierarchy changes, eligibility changes or termination. In this case the transferred out scorecard is no longer visible amd the objectives from such a scorecard cannot be retrieved.
All workers with scorecard pending with them
Employees who have received their goals back and need to review and resubmit.
This means that the employees have not completed objective setting from their end.
An individual worker or manager (can select from list of values)
This is an option when generating a notification. You can select a single person and use a notification expressly for hers or his benefits.
I think you are referring to an Ad-Hoc approver here.
All Appraisal Participants
Appraisers, Reviewers or Other Participants who have not completed their appraisal feedback about the employee.
All Approvers
Approvers of appraisals (AME defined or added Ad-hoc)

Performance Management - Column layout in EHP5

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