Self-evaluation, Performance Management

Hi,
I need help to solve a problem. I'm implementing the Performance Management module, and the process can be one the following:
- manager appraisal for his employees
- or the employee (appraisee) does his self-evaluation, and after the manager could accept it or not.
If the manager does not accept the evaluation from the appraisee, he creates the final appraisal.
So I configured one form, based in standard appraisal, and when I try to create my self-evaluation, in R3 the form appears, but in portal the appraisal form only appears to the manager, it doesn't appear to the appraisee.
Can anyone help me, please?
Thanks in advance for any help.

hi
check the status flow of the template u have designed.
And also check what all buttons that come in the first page on portal when manager opens the appraisal. In your case the template may be needed to opened first by the manager then save , it will go to the concerned employee , then come back for ratings.
Regards
sameer

Similar Messages

Managers can't see their employees when creating apprisal documents in Performance Management

Hi All,
I'm looking for you experts to enlighten me regarding an issue with the SAP Performance Management solution. We have recently (2013) implemented the Performance Management solution and everything has worked as expected. Now, we are in the process where the managers create the employees appraisal documents for the evaluation of the year 2013. The issue we are encountering is that managers who have been transfer to a new organizational unit are not able to see the employees which they supervised before the transfer.
Currently our company has an structural profile which is assigned to all the managers and supervisors, and this profile gives access to the employees which are assign to the manager or supervisor. In addition we have an MSS role for managers and supervisors, and here we added the authorization object P_HAP_DOC to authorize manager to perform the PM process.
Why the managers/supervisors who have been transfer are not able to see their employees?
Your help is greatly appreciated.
Santhiel Ramos

Thank you for your response,
Yes, as the manager (appraiser) I have created the document in documents_todo.htm.
I went to t-code phap_admin_pa and the document exists. The manager's name and employee's name are listed and the status is listed as In Process.
When I use t-code phap_start_bsp, then documents_received_open2.htm and log in as the employee, there are no documents listed.
I am not sure what is missing Any more ideas?

PDF Error in Performance Management

Hi
When launching the Performance Management link from Manager Self Service (Role) --> Talent Management --> Performance Management I am getting the PDF error. Seems the page is trying to open the form in PDF, instead I want it to be displayed in html itself.
For Travel Expense form I have changed the URL parameter "sap.xss.tra.UsePdf=true" for the resource EMPLOYEE_TRAVEL_TRIPFORM_SRV05.
What is the PCD Object and the resource key for the corresponding Performance Management iView.
Thanks,
Murthy

Did you get this error in the initial landing page?
Please detail out the error. And for the pcd location, it depends on the role you created unless you are using standard objects.
This iview should have a webdynpro application.

IViews in Flexible Performance Management

Hello Experts,
I trying to use the Flexible Appraisal with Enhancement Package 4, but I can not see the the following iViews under the path indicated on Portal:
MSS (Manager Self-Service ==> Talent Management ==> Performance Management)
ESS (Employee Self-Service ==> Career and Job ==> Appraisal Documents)
Please, is there any special step in back/front end for me do before use them?
Thanks!
Sivani

Hello Luke,
Firstly thank you, because you are always available to help me!
I have checked and we are updated with Business Package 1.141 for MSS and ESS.
Since I'm using the Flexible Appraisal and I have already activated only the business function CA_HAP_CI_1, my questions now are:
1 - Are there any ICF services to be activated?
2 - Do I need to activate any other business function?
3 - Do I need to do any setting in back end? I eyeball the link bellow, but I do not know if it is enough or there are other tasks:
http://help.sap.com/erp2005_ehp_04/helpdata/en/48/9968e67f020e27e10000000a421937/content.htm
Thank you so much!!!
Sivani

UCS Performance Manager and NetApp c-mode filers

We started an evaluation of the UCS Performance Manager. I can't add to the UCS Performance Manager Infrastructure any NetApp c-mode filers. Does anyone have the same problem?

Hi John, From the output you shared it looks like you using Performance Advisor and want to share a graph of a 7-mode system. The instructions link you shared is from Performance Manager which is for Clustered Data ONTAP only. In the Performance Advisor there is unfortunately no way to share a link. You can 'save as' to png as you probably already saw, or you can use the dfm CLI to generate the same and email, perhaps as a daily report. There is also a data collector that will post to the NetApp ToolChest that submits data to Graphite with dashboards in Grafana. This solution would allow sharing of a URL like you desire. If you want more info on this let me know. Kind Regards,Chris MaddenStorage Architect, NetApp

Performance management workflow appraisee and appraiser name to be passed in email

I am working on the performance management workflow. When the manager chooses to require an employee self assessment then an email notification should be triggered to the employee (appraisee) notifying them of the self assessment to be taken.This is my requirement.
I have copied the standard workflow WS12300113 and customized the workflow to send the notification to the appraisee. I have customized the business object APPR_DOC . I am using the custom event and the event linkage is activated.
The manager from MSS select the employee and workflow is triggered. The mail notification will send a mail to the appraisee(employee) ,stating
Dear Appraisee Name,
Please schedule a meeting for a Crucial Conversation on your Tasks & Targets Setting/Review with your Line Supervisor.
Kindly update appraisal document with agreements from the meeting.
Your Appraiser is Appraiser Name.
Since i am new to workflow , confused with passing the recipient type(employee) from container an help d the name of the manager and employee name marked in red.
Kindly help me out with this

Hi Paul ,
Thanks for the concern!
I created a custom class taking import parameters as appr doc id and plan version.
I am passing these parameters to HRHAP_APPER table and fetching the extended id(field id)
I am passing this extended id to bapi "BAPI_EMPLCOMM_GETDETAILEDLIST ".
Here i am getting multiple entries . using subtype '0001' i will getting username and
with subtype '0010' i will get email address of the manager.
Passing username fetched from above step into bapi HR_GETEMPLOYEEDATA_FROMUSER
i will get the name of the manager.
I HAVE DONE BINDING OF METHOD PARAMETERS WITH TASK CONTAINER .ALSO TASK CONTAINER ELEMENTS WITH WORKFLOW CONTAINER ELEMENTS.
BUT MY CONCERN IS I AM NOT GETTING ANY VALUES FROM HRHAP_APPER TABLE .
Can you help me with an alternative solution,where i can get user id based on appraisal id and plan version ??

Performance Managment-- Appraisal

Hi,
I just need to make sure that i am not missing anything.
I am setting up the appraisal in the Performance Management.
I did the following steps:
1. Define my rating scale.
2. Adding competencies.
3. Adding records in the competence type
4. Create Objective template & Competency template
5. Create my appraisal template ( The FF is already created)
I tested the appraisal.. everything seems Ok i filled the appraisal information and when i reach the last step when i click "Apply", i found that the "Overall Rating" is blank.
Did I miss anything?
Should we add the FF result somewhere??
Edited by: HST on May 18, 2011 1:46 PM

Overall Rating could be Blank if you are seeing using "Employee Self Service"
If you using Manager Self Service then you can provide rating to Employees using overall rating. This is Message Choice manager have to select a value.
Give Final Rating Button will be available to Manager not to Employee.
Hope you get.
Thanks, Avaneesh

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.
Thank you,
Mark
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)

Hide particular data in the tasks list in performance management

Hi,
I'm trying to hide transfer scorecard task from task list in performance management page in Manager self service.
I tried by extending that view object and I added where clause additionally to hide that row. But i got sqlexception error.
So i revert back the vo extension and i tried by extending the controller and added where clause after
super.processRequest(oapagecontext, webbean);
<added whereclause to hide particular record>
but still I'm getting that sqlexception error.
Any suggestions please.
Thanks in advance,
SAN

You can do that by simply sorting the alv display by <b>object type</b>, all the data after that will be group according to its object type and the object type will only be printed once.
You can make a varian inthe ALV and call it on your code, or insert the code with this (if you use function module for creating ALV):
information for sort and subtotals
types: begin of slis_sortinfo_alv,
       spos(2) type n,
         spos like alvdynp-sortpos,
         fieldname type slis_fieldname,
         tabname type slis_fieldname,
       up(1) type c,
       down(1) type c,
       group(2) type c,
       subtot(1) type c,
         up like alvdynp-sortup,
         down like alvdynp-sortdown,
         group like alvdynp-grouplevel,
         subtot like alvdynp-subtotals,
         comp(1) type c,
         expa(1) type c,
         obligatory(1) type c,
       end of slis_sortinfo_alv.
DATA: l_v_sort TYPE slis_sortinfo_alv.
REFRESH: ta_fieldcat, ta_sort.
v_layout-zebra = 'X'.
v_layout-colwidth_optimize = 'X'.
l_v_sort-fieldname = 'OBJECTTYPE'.
l_v_sort-spos      = 1.
l_v_sort-up        = 'X'.
l_v_sort-subtot    = 'X'.
APPEND l_v_sort TO ta_sort.
CALL FUNCTION 'REUSE_ALV_GRID_DISPLAY'
    EXPORTING
      i_callback_program = v_repid
      is_layout          = v_layout
      it_fieldcat        = ta_fieldcat[]
      <b>it_sort            = ta_sort[]</b>
      it_events          = ta_events[]
      is_sel_hide        = wa_selcrit
      i_save             = 'A'
      is_variant         = spec_layout
    TABLES
      t_outtab           = ft_output
    EXCEPTIONS
      program_error      = 1
      OTHERS             = 2.
IF sy-subrc NE 0.
    EXIT.
ENDIF.
Regards,
-don-

Performance Managment - Appraisals still pending for ex employees

Hello!
I had a quick question and hope someone can answer it for me. Is there a process which can be run to remove appraisals from performance managment (MSS) when an employee leaves an organisation?
currently we are getting many calls/tickets wondering why a persons appraisal is still active in thier performance management worklist even though they have left the company. So far we have suggested that they manually delete them, but surely there must be an easier way?
secondly, which actions are automatically purged when an employee leaves?
Many thanks,
Samir

""" On the portal "Status Overview" I-View for MSS --> Maintain Performance Documents, there is a property for employee evaluation period which needs to be set to "Yes". ""
how to change this property?
under content admin????
Thanks in advance.

Performance Management Objective Setting

Hi Everyone,
I am working on a full HCM implementation and had a few questions regarding performance management. The client is interested in having goals and objectives "cascade" through org. units and pre-load on Performance Appraisal templates.
In the phap_catalog, I have noticed a value determination named "ORG_OBJECTIVES" and it supposedly auto-fills goals set by managers for the performance review period.
Basically, I am looking for a productive/proper way to have goals flow from the overall organization, through lower level organizational units down to each and every employee.
For example: Company X has 3 overall goals -> Bob Smith works within Org. Unit Y in which there are 3 separate goals that refer to this Org. Unit -> and then Bob Smith has the ability to add 3 of his own goals for the year. Overall there would be 3 overall company goals, 3 org. unit goals (total of 6 that pre-fill) and 3 empty fields for Bob Smith to input his own goals.
Any help would be wonderful. Thank you for your time.

Raghu,
Your response was extremely helpful.
Do you have any documentation or guidance on how I could create custom tables to use this BADI that you are talking about. Currently there is no plan for SEM, so I am going to have to take the route of custom tables utilizing the BADI that you mentioned. In terms of custom tables, creating them and using them, I only have a high level knowledge, so any documentation/guidance would be very helpful.
Regards,
Adam P.

Performance Manager and Data Gatherer

Hello,
I am looking for some basic info (I think). I have been using the EM Console - standalone for some time now but would like to use the diagnostic pack and Performance Manager. Can this be used in a standalone configuration or do I need to buy Enterprise Manager? If it works in a standalone configuration and I do not need to buy it, could you point me in the direction of documentation on how to start the data gatherer on my 9i database on AIX 5?
Thanks,
Jeff Graham

Post Author: Ferhat
CA Forum: Performance Management and Dashboards
you have to find the keyword to see...
i suggest you to uninstall businessobjects and install again(else it's very hard to add the performance management program).
while you install, check the install performance management also(you have to have the keyword).

Replacimg performance Manager with SSM(SAP Strategy management)

Hi,
Can any body tell me how to migrate all the scorecards, KPIs based on Performance Manager to SAP Strategy Management. Is there is a tool for that in SSM if not should those be rebuilt in SSM from the scratch.
how do we replicate everything fromPM to SSM
From the developer perspective what will their tasks.
Edited by: chrisbaker1999 on Jun 16, 2011 1:01 PM

Chris,
What the External Data Loader does is to allow you to transfer your scorecard structure from Performance Manager to Strategy Management. What you are importing is the structure of Contexts, Perspectives, Objectives and KPI aspects. It allows you to put all of these in the loader, verify the structure in the loader, and then using Transport to bring into SSM.
There are additional definitions and settings that SSM requires that will have to be added after you Transport the loader's data.
You will still have to build PAS models separately, because the External Data Loader does not build models.
The Transporter tool in SSM allows you to export (and then import) your scorecard metadata from DEV to PROD. Moving between systems is a two-step process, and Transporter is step one. PAS is separate (step two) and you make a dump of the model in your DEV system, take that dump file from the Home directory in DEV and move it to the Home directory in PROD. In the PROD system you create a new PAS model frame and then load that dump into the new framework.
Each SAP customer has a super-administrator that can add users to the SAP Service Marketplace. Find out who your super-admin is and get yourself added to allow you access to those areas on Service Marketplace.
Regards,
Bob

Error while Deploying Performance Management samples in XI R3.0

Error while Deploying Performance Management samples in XI R3.0
I get an error when deploying the PM samples. I have set the PM repository pointing to AFDEMO database
I have used to Java of BO dir as well as the program files\Java (1.6.03)
I run the runPublishUtil.bat and get the below error
Can anyone help me to publish the PM demo's
Regards
Ishaq
Edited by: ishaqbaig on May 10, 2009 1:42 PM

Error when runPublishUtil,bat
C:\Program Files\Business Objects\Performance Management 12.0\setup>set JARLOC=..\..\common\4.0\java\lib\
usage : runPublishUtil.bat [dbusername] [dbuserpassword]
C:\Program Files\Business Objects\Performance Management 12.0\setup>java -classpath publishUtil.jar;..\..\common\4.0\java\lib\cecore.jar;..\..\common\4.0\java\lib\logging.jar;..\..\common\4.0\java\lib\celib.jar;..\..\common\4.0\java\lib\ceplugins.jar;..\..\common\4.0\java\lib\cesession.jar;..\..\common\4.0\java\lib\corbaidl.jar;..\..\common\4.0\java\lib\ebus405.jar;..\..\common\4.0\java\lib\external\xercesImpl.jar;..\..\common\4.0\java\lib\external\xml-apis.jar;..\..\common\4.0\java\lib\rascore.jar;..\..\common\4.0\java\lib\serialization.jar;..\..\common\4.0\java\lib\cereports.jar com.businessobjects.util.PublishUtil ".\PublishUtil.properties" sa forms45
caught SDKException
com.crystaldecisions.sdk.exception.SDKServerException: Enterprise authentication
could not log you on. Please make sure your logon information is correct. (FWB
00008)
cause:com.crystaldecisions.enterprise.ocaframework.idl.OCA.oca_abuse: IDL:img.seagatesoftware.com/OCA/oca_abuse:3.2
detail:Enterprise authentication could not log you on. Please make sure your logon information is correct. (FWB 00008)
The server supplied the following details: OCA_Abuse exception 10498 at [.\secpluginent.cpp : 826] 42040 {}
        ...Invalid password
        at com.crystaldecisions.sdk.exception.SDKServerException.map(SDKServerException.java:107)
        at com.crystaldecisions.sdk.exception.SDKException.map(SDKException.java:193)
        at com.crystaldecisions.sdk.occa.security.internal.LogonService.doUserLogon(LogonService.java:701)
        at com.crystaldecisions.sdk.occa.security.internal.LogonService.userLogon(LogonService.java:295)
        at com.crystaldecisions.sdk.occa.security.internal.SecurityMgr.userLogon(SecurityMgr.java:162)
        at com.crystaldecisions.sdk.framework.internal.SessionMgr.logon(SessionMgr.java:422)
        at com.businessobjects.util.PublishUtil.logon(Unknown Source)
        at com.businessobjects.util.PublishUtil.main(Unknown Source)
Caused by: com.crystaldecisions.enterprise.ocaframework.idl.OCA.oca_abuse: IDL:img.seagatesoftware.com/OCA/oca_abuse:3.2
        at com.crystaldecisions.enterprise.ocaframework.idl.OCA.oca_abuseHelper.read(oca_abuseHelper.java:106)
        at com.crystaldecisions.enterprise.ocaframework.idl.OCA.OCAs._LogonEx4Stub.UserLogonEx4(_LogonEx4Stub.java:80)
        at sun.reflect.NativeMethodAccessorImpl.invoke0(Native Method)
        at sun.reflect.NativeMethodAccessorImpl.invoke(NativeMethodAccessorImpl.java:39)
        at sun.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:25)
        at java.lang.reflect.Method.invoke(Method.java:585)
        at com.crystaldecisions.enterprise.ocaframework.ManagedService.invoke(ManagedService.java:420)
        at com.crystaldecisions.sdk.occa.security.internal._LogonEx4Proxy.UserLogonEx4(_LogonEx4Proxy.java:222)
        at com.crystaldecisions.sdk.occa.security.internal.LogonService.doLogon(LogonService.java:347)
        at com.crystaldecisions.sdk.occa.security.internal.LogonService.doUserLogon(LogonService.java:676)
        ... 5 more
Exception in thread "main" java.lang.NullPointerException
        at com.businessobjects.util.PublishUtil.waitForValidInputFRS(Unknown Source)
        at com.businessobjects.util.PublishUtil.main(Unknown Source)
Edited by: ishaqbaig on May 10, 2009 12:49 PM

Performance Management Template issue in EHP4

Hi Guru's,
I have created a Performance Management template in PHAP_CATALOG and few days before i have delete the template in PHAP_CATALOG. But when i tried to login into portal for any user i am getting this error message " Template 50022735 is not assigned to the given Add-On application " and moreover i was not able to view any of the appraisal documents. A blank screen is appearing on the screen.
Please advice.
Thanks.
Ganesh R K

Hi vasehgal,
I have created several templates using SPRO too. But my actual problem is cannot able to view any of the Appraisal documents and standard screen in portal. Due the error message, I was not able to view any thing. I have tried with the function modules HRHAP_C_VA_DELETE to delete the template 50022735. It shows the return message as Template not found. Is there any other way to delete the is error message in portal
Thanks,
Ganesh R K

Self-evaluation, Performance Management

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