Predefined Vs Flexible

Greetings,
Is it possible to implement Predefined and Flexible Appraisal Process in the same client? Please provide additional inputs on Yes/No.
For annual appraisals we would like to use Predefined and for rest of processes (Surveys etc) would like to try Flexible. Currently, we are managing Surveys etc using BSP based SAP solution(used is ehp 3 and below).
Regards
Yash

Hi Yash
Yes you can do this.
To do so , u can create different templates .You can configure these.But these two will serve as two independent template.
I think the name of application that will be visible to the user in ESS and MSS will differ in both the cases.
Regards
Vaibhav Juneja

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Implementing Performance appraisal in ESS.

Dear Experts,
we are using EP 7.0 with ESS 1.0. now our client wants to implement performance appraisal through ESS. Can any body give a detailed information how to proceed further and system information of HCM too.

You first have to know whether you will use the predefined or flexible performance process. The iViews for the predefined process are available in the default ESS role. If you use the flexible, you should modify the portal config and OBN navigation.
In this thread I posted some interesting notes for this: Re: Performance Management link not working

Performance management: Different between Predefined, Flexible & Generic

Hi,
Would like to know the difference between Predefined, Flexible & Generic approach in Performance Management implementation.
Thanks a lot !
Patrick Cheung

Enhancement pack 4 delivers two ways of performance management:
1. Predefined Process
2. Flexible process
The predefined process is a new method of doing performance management. It supports only one performance management process that is predefined on SAP. If your process differs from the predefined one, you have to use the flexible process. The predefined process supports goal cascading and a very attractive user interface.
The flexible process looks similar to the MBO solution prior to EhP4, but integrates to LSO instead of T&E

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

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

Access KM predefined property values from a Web Dynpro application

Hi,
I am trying to build a custom search interface in Web Dynpro which leverages the KMC Indexing and Search services.
In this interface I would like to display value lists of predefined properties in KM (created using the Property Metadata Service) and bind each predefined property's value list to a checkbox group UI element.
Which KM API should I use to retrieve the values of a specific predefined property ?
When using the standard flexible user interface in the portal this can easily be achieved through configuration, but now I would like to know how to achieve this in Java code.
Thanks in advance for your input.
I have some idea on how to get the propertymap from a resource, but how can I access the metadata of a predefined property in KM directly ?

Hi Theo, i'm working on something like this, i have a WD application that is accessing Km through a Webservice, on the webservice ejb i have this problem:
IResourceFactory resFactory = ResourceFactory.getInstance();
IRepositoryServiceFactory serFactory = resFactory.getServiceFactory();
IPropertyConfigurationService propConfigService = (IPropertyConfigurationService) serFactory.getService("PropertyConfigurationService");
IMetaNameListIterator i = propConfigService.getMetaModel().nameIterator();
     while (i.hasNext()) {
     IMetaName metaname = i.next();
     if ( metaname.getDocumentPatterns()!= null){
     propertyData.setId(metaname.getName());
     propertyData.setName(metaname.getLabel(locale));
     propertyData.setNamespace(metaname.getNamespace());
     propertyData.setDescription(metaname.getDescription(locale));
                propertyList.add(propertyData);
On this line serFactory.getService("PropertyConfigurationService") i get the following error on the trace:
#System.err#sap.com/KmmsListEAR#System.err#Guest#2####30a27fa0cbfa11dbace30018de0545f1#SAPEngine_Application_Thread[impl:3]#Error##Plain###Configuration Framework error: unable to create an IConfigClientContext instance from an EP5 userInitialConfigException: The configuration service locator could not be initialized for any of the environments. The configuration framework is not available.#
#System.err#sap.com/KmmsListEAR#System.err#Guest#2####30a27fa0cbfa11dbace30018de0545f1#SAPEngine_Application_Thread[impl:3]#Error##Plain###InitialConfigException: The configuration service locator could not be initialized for any of the environments. The configuration framework is not available.
Do you have any idea of how to solve this? or if you accomplished in a different way, can you guide me a little bit.
Thanks in advance Theo

Team calibration in flexible PMS EHP4

Hi PMS Gurus, Need your expert advise. We are implementing flexible PMS on EHP4 . Team calibration is a standard feature of Predefined PMS (EHP4 onwards). Due to heavy customization we are not implementing Predefined PMS but going for Flexible PMS. Our client has specifically asked for Team calibration feature. Now can we import Team calibration feature from Predefined PMS for flexible solution. Or is there any other workaround for building this feature. Or do we have to custom develop Team Calibration feature. Regards Tarun

Hi Tarun,
Did you manage to find answer to your above question??
All these years, we have been going with custom development for this forced distribution bell curve functionality. and now when SAP comes up with the Team calibration functionality, it limits to only Predefined templates. Wonder why SAP releases such nice functionalities in bits and pieces..
Let me know how you went ahead with developing this functionality; whether you developed an entirely custom application or were you able to reuse the existing Team calibration webdynpro?
Regards
Shashank

How to use Align function in Flexible UI template

Hi HR experts,
how to use Align function in Flexible UI Perforformance management ( not Cascading Goals) do we need any configuration setup, this Align function we are able to see in Predefine Performance Managment template , but not in Flexible UI
any help
Regards
Vijai

>
A. Jimenez wrote:
> Hi Ana,
>
> Do you know if the "Obsolete" function also apply only to Predefined UI?
>
> Thanks in advance.
obsolete goals showing up in it's own tab is by default only avaialbe in predefined UI.
however, the value determinations could be built in flexible so that obsolete goals show up in one criteria group for goals, and active goals appear only in the other criteria group goals.
when the cascaded goal is made obsolete it is noted in the description for flexible, but it will not appear anywhere separately. You could also allow for "deletion of an element" in the flexible template.

Need flexibility on using Excel as datasource

I found this tutorial: http://blogs.oracle.com/dataintegration/2010/03/connecting_to_microsoft_excel.html
Is it just me or there simply no flexibility if you need to predefine data area (named range) before hand? Most use cases you'd want to automate ETL, and thus data source must support varying number of entries (rows) at the very least.
Is there any work around for this?
TIA

For Excel this are the steps.
Look into this link -http://odiexperts.com/step-by-step-procedure-to-read-excel-xls
1. Create a DSN in ODBC
2. Create a connection in Data server (topology) using sun odbc-jdbc driver
3. Reverse the Excel using the selective reverse. While handling multiple sheets ODI defines them like a table (datastore) and names are populated based on sheet name say if sheet1 then Sheet1$ ,Sheet2$ and so on.
Now you can use them as Source Datasource and use it in the interface as we do with other RDBMS datastore.

In FGI4(report painter) not finding predefined key figure BILWERT

hi,
I am trying to create a report using FGI4. But when i am selecting predefined element & trying to choose key figure which are coming dynamically from structure GLFLEXS(Flexible General Ledger Reporting),
there i am not getting BILWERT(Balance sheet value). I am getting all other key figures like:-
UMSAV          CURR          Balance Carryforward
UMSOL          CURR          Total debit postings
UMHAB          CURR          Total credit postings
UMPER          CURR          Period balance
KUMSL          CURR          Accumulated balance
MENGP          QUAN          Quantity for period
MENGK          QUAN          Cumulative quantity
But i only need BILWERT which i am not getting here. Can you please help me ??
Edited by: Indranil Biswas on Jan 21, 2009 2:55 AM

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Performance Management Flexible Template

hi team,
we have completed Predefined Template for performance Management. but we are facing some issue with same. Can you suggest some documents or links for Flexible template and how we can use same in portal(which iviews for ESS and MMS )?
Thanks in advance
Jayesh Talreja

Hi Jayesh,
Find the below iViews for ESS/MSS for Performance management.
pcd:portal_content/com.sap.pct/every_user/com.sap.pct.erp.ess.bp_folder/com.sap.pct.erp.ess.14.bp_folder/com.sap.pct.erp.ess.14.pages/com.sap.pct.erp.ess.14.career_job/com.sap.pct.erp.ess.documents_ee_pmp
pcd:portal_content/com.sap.pct/every_user/com.sap.pct.erp.ess.bp_folder/com.sap.pct.erp.ess.14.bp_folder/com.sap.pct.erp.ess.14.pages/com.sap.pct.erp.ess.14.career_job/com.sap.pct.erp.ess.appraisal_document_wd_ui
pcd:portal_content/com.sap.pct/line_manager/com.sap.pct.erp.mss.bp_folder/com.sap.pct.erp.mss.14.bp_folder/com.sap.pct.erp.mss.14.pages/com.sap.pct.erp.mss.hcm/com.sap.pct.erp.mss.performance_management
pcd:portal_content/com.sap.pct/line_manager/com.sap.pct.erp.mss.bp_folder/com.sap.pct.erp.mss.14.bp_folder/com.sap.pct.erp.mss.14.pages/com.sap.pct.erp.mss.hcm/com.sap.pct.erp.mss.generic_performance_management
pcd:portal_content/com.sap.pct/line_manager/com.sap.pct.erp.mss.bp_folder/com.sap.pct.erp.mss.14.bp_folder/com.sap.pct.erp.mss.14.pages/com.sap.pct.erp.mss.hcm/com.sap.pct.erp.mss.generic_performance_management
pcd:portal_content/com.sap.pct/line_manager/com.sap.pct.erp.mss.bp_folder/com.sap.pct.erp.mss.14.bp_folder/com.sap.pct.erp.mss.14.pages/com.sap.pct.erp.mss.hcm/com.sap.pct.erp.mss.generic_performance_management
pcd:portal_content/com.sap.pct/line_manager/com.sap.pct.erp.mss.bp_folder/com.sap.pct.erp.mss.14.bp_folder/com.sap.pct.erp.mss.14.pages/com.sap.pct.erp.mss.hcm/com.sap.pct.erp.mss.team_goals
Thanks,
Ganesh R K

Workflow for Predefined Performance Management Process

Hi All,
We are in process of implementing Predefined Performance Management to our client, as I know we donu2019t have workflow for predefined performance management, but I saw below thread:
Performance Management Process - Workflow between participants
Please give me more clarification about configuration of Workflow for PMP, we need e-mail notifications only when ever manager is going to do some status change like approve planning phase, reject planning phase etc.
We are expecting these notifications not through portal only employees e-mail account, can you tell me where the location of the configuration is?
Thanks in advance.
-Abhi

Hi,
The pre-defined is not ment for changing by anyone. The template is generated and the settings are as is. You would need to go to the phap_catalog to change the template (but that option is disabled for PMP templates). Theoritically you would need to change the status flow tab and select the correct workflow there. The information workflow is standard delivered for use in the flexible one.
So, yes you probably are able with tricks to get it working in PMP but it is not supported by SAP.
Regards and Groetjes,
Maurice Hagen

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

Predefined PMP Transport Option

Hi All,
I am implementing Predefined Performance Management in our client....is this Predefined PMP is transports from one client to another client is possible or not.
Please help me on this one.
Thanks in Advance.
-Abhi

Hi Raj,
Nice to see your reply, i tried that program....it was telling there is no progarm exist.....one more thing is i am using the predefined template configuration...i need to transport that one....not flexible template configuration.
please give me the proper solution.
Thanks in advance.
-Abhi

Predefined Vs Flexible

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