IBPPL - Performance Management System Config Document

Project SAP R/3
Configuration Document
For
Performance Management System (HR PMS)
PMS Configuration 1 of50 IBPPL

Project SAP R/3
Table of Contents
DOCUMENT CONTROL.................................................................................................................................... 3
GLOSSARY OF TERMS AND ABBREVIATIONS................................................................................................ 4
OBJECTIVE SETTING & APPRAISALS............................................................................................................. 5
APPRAISAL CATALOG..................................................................................................................................... 6
CATEGORY GROUP......................................................................................................................................................7
CATEGORY...............................................................................................................................................................8
CRITERIA GROUP....................................................................................................................................................13
CRITERION............................................................................................................................................................. 16
APPRAISAL TEMPLATE................................................................................................................................. 19
DESCRIPTION TAB PAGE..........................................................................................................................................20

LAYOUT TAB PAGE.................................................................................................................................................21
COLUMNS TAB PAGE...............................................................................................................................................23
COLUMN ACCESS TAB PAGE....................................................................................................................................27
VALUE DESCRIPTIONS TAB PAGE..............................................................................................................................29
ROLES TAB PAGE................................................................................................................................................... 30
PROCESSING TAB PAGE...........................................................................................................................................31
STATUS FLOW TAB PAGE........................................................................................................................................34
ADDITIONAL FUNCTIONS............................................................................................................................. 37
CREATING MULTIPLE APPRAISAL DOCUMENTS..............................................................................................................37

CREATING A SINGLE APPRAISAL DOCUMENT..............................................................................................................37
CHANGING AN APPRAISAL DOCUMENT......................................................................................................................39
ADMINISTRATOR FUNCTIONS....................................................................................................................................39
TRANSACTIONS.......................................................................................................................................................40
APPRAISAL TEMPLATE................................................................................................................................. 42

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Document Control
The following section provides information on the document and the modification history for
the document.
Table 1: General information on the document
Category Description
Abstract This document explains to the user how the Personnel Management System is
configured in the system.
Author Arun Kumar
File Name IBPHR-Personnel Management System
Date Created 28.12.2012
Current Version 1.0
Table 2: Document modification history

# Version Date Responsible Comments and nature of revisions
1 1.0 28.12.2012 Arun Kumar
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Glossary of Terms and Abbreviations

The table below is a complete list of descriptions of the technical terms used in the project
plan.
Table 3: List of terms and abbreviations
# Abbreviation Description

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Objective Setting & Appraisals

The objective setting process facilitates the implementation of an enterprises
strategy.
A continual objective setting process integrates the breaking down of overall

enterprise objectives to departmental level with the planning of tasks to be
agreed with individual employees, checking these tasks are fulfilled in a review
and the final appraisal, and the resulting feedback cycles.
This kind of orientated objective setting process ensures a high degree of

transparency regarding the objectives communicated to an employee and the
employees own performance. Furthermore, the objective setting process can be
coupled with a performance-related compensation adjustment for the employee.
This transparent procedure thereby boosts employees motivation and willingness
to perform well.

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Appraisal Catalog
Use
The appraisal catalog is a central part of the SAP HR Objective Setting and
Appraisals component. You can use the catalog to depict any appraisal processes.
In the appraisal catalog, you edit and manage elements included in the
hierarchical structure of the catalog and use these elements to create appraisal
templates. As soon as an appraisal template receives the processing status
Released, it can be used as a template for appraisal documents.
You can use the following elements in the appraisal catalog structure:
Category Groups
Categories
Appraisal Templates
Criteria Groups
Criteria

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Prerequisites
When you edit the appraisal catalog, note the hierarchical dependencies of the
individual elements between one another. At least one category group and one
category must exist in the appraisal catalog because you can only create appraisal
templates below a category.
Category Group
Definition
Structure element in the appraisal catalog under which you can create different
appraisal-process categories such as personnel appraisals, course appraisals, and
employee surveys.
System administrators are usually responsible for creating category groups.
Use
To depict a personnel appraisal process in the appraisal catalog, a category group

must have been defined in which you can include additional categories and

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appraisal templates. The first time you call the appraisal catalog, a category
group is created automatically.
The following properties are stored in a category group:
Object type (such as person, user, and so on) for which the appraisal process is
allowed. For the sake of consistency, you cannot change the object type of a
category group after the appraisal template has been created.
Status flow properties
Status/Substatus
You can select all the entries displayed on this tab page for the appraisal process.
The standard statuses are In Preparation, In Planning, and Completed. You
cannot change these statuses.
Person Authorized
On this tab page, the authorization to change the status is assigned according to
the users role.
Workflow Event
You can select all workflows available on this tab page. The workflows you select
are offered for selection at appraisal-template/criteria-group level.
These attributes exist for all hierarchically-dependent elements in the appraisal

catalog.
Category
Definition
Structure element in the appraisal catalog in which you can group templates.
Categories are organized below the category group in the hierarchy.
Use
Categories are used to create different appraisal templates that are tailored to
suit the individual appraisal processes.
The following example categories are available in the SAP standard system:
Standard appraisal

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Objective setting
360 appraisal
Reference
Checklist
When you create a category, the SAP system offers you different attributes for
processing on tab pages. The system displays the relevant tab pages
automatically depending on the category you selected.
After you have created an appraisal template, you can no longer delete the
settings on the tab pages for the category as this would create inconsistencies.
However, you can add further entries.
Structure
The header data of a category always includes the name of the higher-level
category group and the name of the category. You can overwrite the name of the
category after it has been created.
You make settings that are valid for the whole category on the tab pages that are
shown. In particular, you specify the availability of selectable values at template
level.
The following tab pages are available:
Person Authorized
On this tab page, you specify which appraisal role is allowed for the appraisal
templates of a particular category. You also specify the relationships between
roles and objects by assigning an object type to a role. SAP recommends you only
assign one object type to a role.
You can overwrite the text name for the individual roles and for the Validity
Period field, if you want to use your own enterprise-specific names.
Example: you replace the name Manager with Management.

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Available Columns
On this tab page, you specify the columns that can be used in the appraisal
template. SAP delivers predefined columns. You can define any additional
columns in the context menu, under Basic Settings Columns.

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Roles
On this tab page, you can specify which roles can be selected in the appraisal
templates of this category.
Roles are used to assign different authorizations, such as display and edit, for
different elements in part appraisals. Defining access authorizations for the
individual appraisal criteria enables you to dictate which appraisal criteria
managers can display and which employees can display within the same appraisal
template.
Comment: There is no relation between the roles in the Objective Setting and
Appraisals component and the role concept delivered by SAP.
Value Lists
On this tab page, you can specify which roles can be selected in the appraisal
templates of this category.

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Enhancements
On this tab page, you specify the availability of Business Add-Ins (BAdIs).
Fixed and free enhancements allow you to use different types of value
determination or relationships (such as the Balanced Scorecard).

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Status Flow
On this tab page, you specify which statuses can be selected in this category,
which participants are allowed to change the status, and which workflow events
can be integrated.

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If the elements available for selection on the individual tab pages do not fulfill
your requirements, you can add further entries using the context menu.
To make changes, position your cursor in the menu on the Category

Group/Category/Template node and in the context menu, choose Basic Settings
or Value Lists.
Criteria Group
Definition
Element in the appraisal catalog that you can use as a structure node in an
appraisal template under which you can group individual criteria. You can also
use criteria groups as end nodes.
You can only create criteria groups in an appraisal template.
Use

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You can use criteria groups to organize elements that thematically belong
together.
Example:
Departmental objectives
- Objective A
- Objective B
Competencies
- Objective C
- Objective D
Qualifications (structure node)

- Objective E
- Objective F
Team Work (end node)
Structure
Use the tab pages that are available for each criteria group to assign particular
properties to the criteria group:

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Description
On this tab page, you can store a descriptive text for the criteria group.
Columns
On this tab page, you can define which columns are to be used for the criteria
group. You can also store the attributes required for each column in the criteria
group.
Value Descriptions
On this tab page, you can describe the values in the value list that are used for
the appraisal in the Final Appraisal column. You can store different descriptions
for the same value according to the various objectives or always use the same
description as default.

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Element Access
To specify access authorization for the part appraisal, select the relevant roles.

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Criterion
Definition
Element in the appraisal catalog that you use to represent objectives and
qualifications in an appraisal, for example.
Criteria are organized in a hierarchy at the lowest level in the appraisal

template. You can organize elements thematically in a criteria group.
Structure
Criteria include the same tab pages as criteria groups and are structured in the
same way.
Use the Description, Columns, Value Descriptions, and Roles tab pages to define
the assignment of particular attributes to each criterion. This enables you to
specify how the criterion is to be used in the appraisal template.

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Appraisal Template
Definition
An appraisal template forms the basis for appraisal documents. In the appraisal
template you depict all fundamental business prerequisites characteristic of the
appraisal process.
Use
An appraisal template is always assigned below a category in the hierarchical

structure of the appraisal catalog. You can create various appraisal templates
below a category and thereby create different templates for appraisal
documents.
You can create different templates for employees in management positions and
for salaried employees for the Performance Feedback appraisal process. This
enables you to specify different objectives or weightings for each of these
employee groups.
Status management exists for each appraisal template. After the appraisal
template has been edited, the template must be released using status
management. The appraisal template is only available as a template for
productive use after you have released it.
After a template has been released, it cannot be changed unless the status is
reset. However, you can only reset the status if no appraisal documents have
been created in the SAP R/3 system that are based on this appraisal template.
Otherwise, the references between the individual appraisal elements are
destroyed.

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Each appraisal template can contain the following elements:
Template
Each appraisal template includes header data that consists of the name of the
template and the corresponding category.
Criteria
Lowest-level element in the appraisal catalog.
You enter the attributes of appraisal templates, criteria groups, and criteria
when you process the tab pages.
Description Tab Page

Use
On this tab page, you can enter a descriptive text that explains the objective
setting process or the structure and use of the appraisal document in more detail.
Structure

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In addition to the header data of the appraisal template, the tab page also
includes the following fields and pushbuttons:
Description selection field

Use the input help to specify whether you want to create descriptions in the
standard format or in the Web format. Descriptions in Web format have the
advantage that you can also make references to other documents by including a
link.
If you edit a description in Web layout only, the text is displayed in the Web
environment but not in the R/3 environment. You can also use HTML tags to format
the text.
If you have not defined an individual Web layout, the standard description is also
displayed in the browser.
Input field for entering the descriptive text

In this field, enter a text that describes the appraisal process in more detail.
Pushbuttons
You can use the available pushbuttons to upload a text from a local file or save
the text you have written to a local file.

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Layout Tab Page

Use
On this tab page, you specify the layout settings for an appraisal template .
The tab page is only shown when you edit an appraisal template.
Structure
The tab page is divided into the following group boxes:
Numbering
In this group box, you specify whether, and in which manner, the appraisal
elements are to be numbered in the appraisal template.
This setting is valid for the entire template. That is, if you choose a number for
one appraisal element, all existing appraisal elements in the appraisal template
are numbered. You cannot exclude individual appraisal elements from the
numbering.

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Header
In this group box, you make a negative selection. You specify whether certain
header data for the appraisal template is not to be displayed in the appraisal
document.
Further
This group box enables you to make specific settings for the appraisal template.
You can create and use independent implementations for the BAdIs delivered by
SAP as standard:
In the Additional Header Data field, you can specify whether data on the
organizational assignment of a role is to be displayed in the appraisal document.
In the SAP standard system, the relevant BAdIs are available for the Appraiser,
Appraisee, Part Appraiser, and Further Appraiser roles.
You can replace texts by using placeholders in the Text Replacement field. You
can use the Names of Appraisers and Appraisees BAdI in the SAP standard to define
that the names of (part)appraisers and appraisees are to be determined using the
placeholders &1 and &2 and be displayed in the appraisal document.
You can specify the type of display using the Print Layout and Web Layout fields.
If you use a BAdI implementation, you can also save customer-specific layouts.
Relationships
In this group box, you can insert links, thereby enabling different types of
documents to be accessed from the appraisal document.
The SAP standard system includes example links for calling the Balanced
Scorecard or an employees qualifications profile, for example.
When you select an entry from input help, the entry is transferred to the field
and an information button is displayed that you can use to display additional
information about the relevant link.

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Columns Tab Page

Use
The settings on this tab page allow you to display and valuate columns in the
appraisal document.
You can use the columns you select in the appraisal template for all elements.
Columns selected at criteria group level are primarily for structuring the appraisal
template. At the level of individual criteria, you can use columns to specify how
elements are to be displayed in the appraisal document and how they can be
valuated.
When you edit the tab page, you make the following settings:
Specify which columns exist in the appraisal template.

By selecting columns in the appraisal template you can specify the business
properties of the appraisal process, such as whether a part appraisal is to be

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possible or whether a final appraisal is to be performed.

Only columns selected at category level are available for selection in the
appraisal template. You can add any further columns you require at category
level at a later time.
Select certain attributes for each column.

The attributes you select enable you to specify the properties of the elements
that are to be valuated in the appraisal document (see under Multiple Columns
Pushbutton).
If you use Business Server Pages, specify particular layout settings (see Web
Settings).
Specify whether further elements can be added or deleted dynamically in the

appraisal document (see Dynamic Settings).
Columns are arranged in the appraisal template according to the sequence displayed
on the tab page. You can change this sequence by placing the cursor in the column
you want to move and changing the position of the row using the up or down arrows.
Note that when you sort columns you must observe particular rules. For more
information about sorting columns, click on the information button between the up
and down arrows on the tab page.
Structure
Final Appraisal group box

This group box is offered for editing as default in the SAP standard system. As
default, only the Final Appraisal column is made available in the appraisal
template. When you fill the attributes in the group box, you can depict an
appraisal template for a simple appraisal process, that is without setting
objectives or having several appraisers perform the appraisal.
Multiple Columns Pushbutton

If you want to depict an appraisal process that contains objective setting
agreements or part appraisals, select the Multiple Columns pushbutton. This
enables you to select all columns organized under columns groups, similarly to
objective setting columns and appraisal columns.
Select the columns you need to depict the appraisal process in the appraisal
template. For each column, specify the properties that are to be valid for
elements in the appraisal template:

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Value list
In this field, specify the type of value list that is to be used in a column for an
appraisal element (such as quality value list, quantity value list).
A value class is always assigned to a value list as default. The value class
determines the properties of the value list more closely (such as date
specifications for the value list Date Specifications).
Value determination
Value determination allows you to define how a value for a particular field is
determined, for example:
- Read score from the performance matrix
- Read sales figures from the Sales department, if programmed by customer
- Use weightings (averation, summation, and so on)
Value entry
This field enables you to specify whether an entry in a cell of the appraisal
document is optional or mandatory, or not allowed.
Note
Use the input help in this field to specify whether a note can be created in the
column and which properties the note is to have. If a note can be created, it
can
- Be changed by each participant
- Be archived. Each participant can read a different part appraisers note. An
individual input field is available that allows the participant to enter his or her
own note.
- Cannot be changed. An objective can be added from the Balanced
Scorecard. Any note that has been added can therefore not be changed.
Free Entry checkbox
If you use the objective setting columns, the Free Entry checkbox is ready for
input at criteria-group and criteria level. This indicator enables you to specify
that users are allowed to define their own objectives for the objective setting
agreement. That is, you can change the title of a user-defined objective that has
been added.
The tab page also contains the following group boxes in which you can specify
additional properties:
Web Settings group box
In the Text Layout field, you can specify whether only the name is to be
displayed or whether the description of the element is also to be displayed.
In the Layout for Values field, you can specify whether values in a value list
are displayed as a dropdown menu or using radio buttons.

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In the Lines Reserved for Note field, you can enter how many rows of text are
to be displayed in the Web display. You can use the scroll bars to display any
text that is not visible initially.
Dynamic Settings group box

In this group box, you can store settings that, because of the nature of their
values, can be imported dynamically into the appraisal document or with which
you can delete elements from the appraisal document.
Fixed Enhancement field

Fixed enhancements enable you to add requirements from the employees job
description to the appraisal document directly by adding them as criteria to a
criteria group. If you select a fixed enhancement from input help, you must
also select an existing reference object or create a new reference object. The
reference object is added to the Refers to Attributes of field and the SAP R/3
system copies the properties of the reference object to the job requirement
you have added.
Note that you can only specify fixed enhancements at criteria group level.
That is, you cannot specify them for individual criteria.
Free Enhancement field
Free enhancements allow you to specify whether additional user-defined
objectives or qualifications can be added to the appraisal document using the
Create pushbutton.
If you select a free enhancement, you must also create a reference object
(see above, Fixed Enhancement).
Refers to Attributes of field
When you select a fixed or free enhancement, the reference object is entered
in this field. By double-clicking on the reference object, you can edit the
attributes of the enhancement.
Deletion of an Element field
This setting allows you to specify that a criteria group or criterion can be
deleted in a particular phase of the appraisal process. You can select the
appropriate phase from input help.

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When you have selected a free or fixed enhancement from input help, an
information button is shown automatically next to the field. You can use this
information button to display more detailed information about the relevant
enhancement. Also see the enhancement documentation on the Criteria Group tab
page.
Column Access Tab Page

Use
On this tab page, you make the settings for access to columns within the (part)
appraisal process. You specify display and change authorizations for elements in the
appraisal template. You make the following settings:
You specify the column owner of each separate column group.
You specify who is authorized to perform which activities in each phase of the
appraisal process and which columns are to be shown in the appraisal template.
You can only assign authorizations that are dependent on the various phases to
either the column owner or all other participants involved in the appraisal
process. You define who has authorization to execute an activity in a particular

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phase separately for column owners and all other participants. You can exclude
the appraiser from the setting so that he or she has access in every phase.
You can define the following column access authorizations, for example:
Free column access for all participants during the entire appraisal process
This setting defines that all participants can display all part appraisals at any
time and make changes to the appraisal document.
Change/display authorization for column owners only

This setting defines that only column owners can display a column or make
changes in a specific appraisal phase.
On this tab page you can use input help to define that columns are only to be
visible to certain participants in the individual phases. To do this, choose the
value Hide.
You make all settings regarding column access at appraisal-template level.
Structure

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Default choice field

Use input help to select default entries for access authorizations. Click on the
Default Access pushbutton to transfer the entries to the Column Access group
box.
Modified indicator
You can transfer the default settings without any restrictions or you can change
entries in the individual cells. If you make any changes and save these, the field
is flagged as modified. This makes it easier for you to identify whether these
settings are default entries.
Column Access group box

In this group box, you make the settings relating to column access (see under
Use).
Value Descriptions Tab Page

Use
On this tab page, you can enter value descriptions that explain the attributes of
appraisal values in a scale. This ensures that the appraiser and appraisees have an
equal understanding of the different levels in a valuation scale.
If any value descriptions have been stored, these are displayed in the Final
Appraisal column of the appraisal document using the Info link.
You can assign value descriptions for appraisal templates, criteria groups, and
criteria. You can select each value that represents an attribute in the value list
and store a description that fulfills your requirements.
Structure

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Default Value checkbox

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The tab page includes the Default Value checkbox, which is flagged as default.
Any value descriptions that have been stored are displayed. If you want to change
existing value descriptions or enter new descriptions, you must delete the flag.
After you have deleted the flag, the Description of Current Value group box is
ready for input.
Values group box
The Values group box lists the values with which you can valuate an element in an
appraisal document. To change the description of a value, you must select the
entry.
Description of Current Value group box
Various pushbuttons are displayed above the text field in which you enter value
descriptions. These pushbuttons allow you to insert text, load local files, and
save local files, for example. These pushbuttons allow you to reuse descriptions
created for other elements.
Roles Tab Page

Use
On this tab page, you specify which roles are to be used in the appraisal
template.
By using roles you can define the relationship between the part appraiser and the
appraisee in the appraisal process. You can store roles explicitly in the SAP R/3
system or have a BAdI determine the roles from the enterprises organizational
structure.
Roles allow you to restrict the part appraisal authorizations for individual
elements. If you do not use the Colleague role for a specific element in the
appraisal template, the appraisees colleague is not authorized to appraise this
particular element, for example.
This allows you to differentiate between the managers part appraisal
authorizations and the employees part appraisal authorizations in relation to
part appraisal columns in the same appraisal template.
Structure

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The roles you select at category level are available on the tab page.
To use a role in the appraisal template, select the relevant entry.
Processing Tab Page

Use
On this tab page, you define the processing procedure for an appraisal document
created on the basis of an appraisal template. You also define which subsequent
processes are to be triggered after the appraisal.
The tab page is only available at appraisal-template level.
Structure

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General Settings group box
The following checkboxes are available in this group box:
Self Appraisal Not Allowed
Do Not Check Appraisal Date
No Review Phase
No Authorization Check for Appraiser
Multiple Appraisers Allowed
Multiple Appraisees Allowed
Attachment Allowed
Approval Process Activated
The meaning of the fields in this group box are documented in the field help for
each individual field.
However, note the following with regard to these checkboxes:
No Review Phase
Select this field if you want to depict an objective setting process without a
review phase. This indicator determines whether the status In Review can be
selected on the Status Flow tab page.
Activate Approval Process

This indicator enables you to activate the approval workflow for an appraisal
document:
If the indicator is not set, the appraisal document receives the status
Completed after the final appraisal.
If the indicator is set, the substatuses Approved, Completed, Closed
Approved, and Closed Rejected can also be assigned. Consequently, the
relevant substatuses can be selected on the Status Flow tab page.
Additional fields:
Appraisal Template Mode
The appraisal template mode (Named, Anonymous with Registration, and

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Anonymous without Registration) enables you to define whether the system

administrator must register a participant before he or she participates in the
appraisal process or whether the document is accessible to all participants
without registration.
Appraisal Document Creation Check
This parameter enables you to define the number of appraisal documents
permitted for one person.
Action Log
You can use input help to activate this field so that the SAP R/3 system logs all
actions executed for an appraisal document. You can also define whether the log
is to be available to all participants when they select a pushbutton available in the
document or whether system administrators only are to be able to display the log
when they call a report.
Processing of Archived Appraisal Docs
In this field, you can define the processing options permitted for completed
appraisal documents.
Further Template Behaviour
This field allows you to add or delete different enhancements to the
enhancements available in the SAP standard system.
Example:
You can use the Default Part Appraiser BAdI to define that default part appraisers
be added to the appraisal document. This means that you do not need to enter
them manually.
Part Appraisal Settings group box
The value in the Maximum Number of Part Appraisers field is controlled by the
settings in the Further Template Behaviour field.
In the case of an approval process for a 360 degree feedback, you do not need
to restrict the number of part appraisers. In all other part appraisal processes, the
system restricts the maximum number of part appraisers.
Follow-Up Processing group box
In this group box, you specify the time in the appraisal cycle, after the appraisal has
been completed, when qualifications are to be adjusted automatically in the
qualifications profile. You can use the SAP standard enhancements to select the first
or last day within the validity period.
For more information, see the information buttons on the tab page.

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Status Flow Tab Page

Use
On this tab page, you define the status flow for appraisal documents according to
the different phases in the appraisal process. To define the status flow, you
select the various statuses and any sub statuses.
You also define the properties of the pushbuttons and define the status changes
and next statuses. You can also assign workflow events that are to be executed
after a particular status change.
Prerequisites
The following entries must exist in the Basic Settings dialog structure:
Substatus
SAP delivers the substatus Part Appraisal in Process as standard. You need to
make this entry to enable part appraisals to be performed for the appraisal
document.

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Pushbuttons
All pushbuttons together with the possible previous and next statuses that can
be selected for an appraisal document are stored for each pushbutton in this
sub-dialog structure. You define only main statuses in this sub-dialog
structure.
Person Authorized for Workflow
In this subdialog, you must store the user IDs of all users who are to have
authorization to execute workflow events.
Workflow Events
All executable workflow events are stored in this subdialog.
Structure
Checkboxes
The checkboxes you need to select the statuses you want to assign for the
appraisal process are included on this tab page in the left half of the screen.
When you place the cursor on a status and double-click, the name of the
outbound status and outbound sub status of this status are displayed in the right
half of the screen. You can edit the status.
Function Keys
The right screen area includes the Create function key for creating additional
pushbuttons in the appraisal document and further pushbuttons for deleting and
sorting existing pushbuttons. The following pushbuttons are also available:
Formatted Report pushbutton

If you choose this pushbutton, the system displays a general overview of all
existing status change settings through which the document runs.
Information Button
If you choose this pushbutton, you can display basic information about how to set
up the tab page.
Set Status pushbutton

This pushbutton is only shown if you have selected the sub status Part Appraisal
in Process for processing. In this instance, you have to define a target status to
determine which target status the appraisal document is to receive after the final
part appraisal. This is in addition to the data you have to define in the group box.

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Navigation Arrows
If several pushbuttons exist in the appraisal document for one status, you can use
the navigation arrows to display the properties of the existing pushbuttons. You
can create up to three pushbuttons for each status or substatus.
Status Flow: Options group box

This group box shows the valid data for the status you have selected for
processing. You can use input help to overwrite or add to this data. If you choose
a different name for a pushbutton, the possible selection values in the input help
are changed automatically in the background.

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Additional Functions
Creating Multiple Appraisal Documents
Purpose
To perform an appraisal process you must prepare appraisal documents, based on

a released appraisal template, for productive use.
Transaction Prepare Appraisal Documents (PHAP_PREPARE_PA) enables you to

prepare multiple appraisal documents simultaneously. You can choose between
the following processes:
Prepare using a wizard

The wizard enables you to prepare appraisal documents for different
appraiser/appraisee combinations (such as manager appraises employee).
Prepare using organizational units

Choose this link if you want to prepare appraisal documents using your
organizational units.
Preparing Appraisal Documents Using Organizational Units
Click on the Prepare Appraisal Documents Using Organizational Units link.

In the Root Object ID field, choose an organizational unit from input help and
transfer it.
In the Appraisal Template field, choose the appraisal template you want to use
from input help.
Enter a start and end date for the validity period.
Select the Test Run checkbox if you want to create appraisal documents in test
mode. In this case, no appraisal documents are created in the database.
Choose Execute.
Result
You have prepared the appraisal documents you need. Participants can now
create appraisal documents to perform the appraisal process.
Creating a Single Appraisal Document

Use

Project SAP R/3
Transaction Create Appraisal Document (PHAP_CREATE_PA) enables you to create

individual appraisal documents in the SAP R/3 system.
Prerequisites
An appraisal template with the status Released exists that you can select as a
template for an appraisal document.
Procedure
Call transaction PHAP_CREATE_PA.

Select the appraisal template you want from the dialog box that appears and
transfer the entries.
Result
The appraisal template is created and is available for further processing.

Project SAP R/3
Changing an Appraisal Document

Use
Transaction Change Appraisal Documents (PHAP_CHANGE) enables you to change

an appraisal document. This transaction allows you to add additional objectives
or delete existing objectives, if the appraisal document has already been given
the status In Process or In Part Process inadvertently.
Prerequisites
You can only change an appraisal document, if it does not have the status
Completed, Closed Approved or Closed Rejected.
You can only change an appraisal document if you have explicit authorization.
Procedure
Call transaction PHAP_CHANGE_PA

Choose the underlying appraisal template
Enter data to specify the search criteria
Choose Execute
Result
The appraisal document you require is selected and you can now make changes to
it.
Administrator Functions
Use
Transaction PHAP_ADMIN_PA is available for administrators.
This transaction enables administrators to perform the following activities:
Prepare appraisal documents

Find and unlock any locked appraisal documents
Check Customizing settings

Display existing enhancements and add any additional enhancements and
relevant implementations

Project SAP R/3
Reset the status of appraisal documents

Perform follow-up processing
Perform further administrative functions
Transactions
The following provides you with a list of transactions you can use in the
Objective Setting and Appraisals component.
Prerequisites
To execute some transactions you require specific authorizations.
List of Executable Transactions
Transaction
Executable Action
PHAP_CATALOG_PA Call appraisal catalog.

with integrated transactions
Make basic settings for appraisal template.
OOHAP_BASIC
Make settings for categories
OOHAP_VALUE_TYPE

Project SAP R/3
PHAP_PREPARE_PA Create several appraisal documents.
Prepare several appraisal documents using a wizard

or using organizational units.
PHAP_CREATE_PA Create an individual appraisal document.
PHAP_CHANGE_PA Change appraisal document.
Change previously created appraisal documents, for
example, add or delete objectives.
PHAP_SEARCH_PA Run evaluations or reports (only display function).
Create ranking lists, export documents to Microsoft
Excel, use analysis tool.
PHAP_ADMIN_PA Execute administrator functions.
Find and unlock any locked appraisal documents,
check Customizing settings, display overview of
existing BAdIs and relevant implementations, reset
status, perform post processing, prepare templates
and documents, execute further administrative
functions.
PHAP_START_BSP Generate Internet address.

Project SAP R/3
Appraisal Template

Project SAP R/3

Project SAP R/3

Project SAP R/3

Project SAP R/3

IBPPL - Performance Management System Config Document

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Project SAP R/3

PMS Configuration 1 of50 IBPPL

GLOSSARY OF TERMS AND ABBREVIATIONS................................................................................................ 4

OBJECTIVE SETTING & APPRAISALS............................................................................................................. 5

DESCRIPTION TAB PAGE..........................................................................................................................................20

CREATING MULTIPLE APPRAISAL DOCUMENTS..............................................................................................................37

PMS Configuration 2 of50 IBPPL

Table 2: Document modification history

PMS Configuration 3 of50 IBPPL

Glossary of Terms and Abbreviations

PMS Configuration 4 of50 IBPPL

Objective Setting & Appraisals

A continual objective setting process integrates the breaking down of overall

This kind of orientated objective setting process ensures a high degree of

PMS Configuration 5 of50 IBPPL

PMS Configuration 6 of50 IBPPL

System administrators are usually responsible for creating category groups.

To depict a personnel appraisal process in the appraisal catalog, a category group

PMS Configuration 7 of50 IBPPL

The following properties are stored in a category group:

Status flow properties

These attributes exist for all hierarchically-dependent elements in the appraisal

Categories are organized below the category group in the hierarchy.

PMS Configuration 8 of50 IBPPL

The following tab pages are available:

PMS Configuration 9 of50 IBPPL

PMS Configuration 10 of50 IBPPL

PMS Configuration 11 of50 IBPPL

PMS Configuration 12 of50 IBPPL

PMS Configuration 13 of50 IBPPL

To make changes, position your cursor in the menu on the Category

You can only create criteria groups in an appraisal template.

PMS Configuration 14 of50 IBPPL

Qualifications (structure node)

Team Work (end node)

PMS Configuration 15 of50 IBPPL

PMS Configuration 16 of50 IBPPL

PMS Configuration 17 of50 IBPPL

Criteria are organized in a hierarchy at the lowest level in the appraisal

PMS Configuration 18 of50 IBPPL

PMS Configuration 19 of50 IBPPL

PMS Configuration 20 of50 IBPPL

An appraisal template is always assigned below a category in the hierarchical

PMS Configuration 21 of50 IBPPL

Each appraisal template can contain the following elements:

Description Tab Page

PMS Configuration 22 of50 IBPPL

Description selection field

Input field for entering the descriptive text

PMS Configuration 23 of50 IBPPL

Layout Tab Page

The tab page is divided into the following group boxes:

PMS Configuration 24 of50 IBPPL

PMS Configuration 25 of50 IBPPL

Columns Tab Page

Specify which columns exist in the appraisal template.

PMS Configuration 26 of50 IBPPL

possible or whether a final appraisal is to be performed.

Select certain attributes for each column.

Specify whether further elements can be added or deleted dynamically in the

Final Appraisal group box

Multiple Columns Pushbutton