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Apprasial Queries - Version 4.7

Dear all,

We are implementing SAP 4.7.

Client requirement:

Iam using standard Performance Appraisl Template, which has its own Objective setting template, followed by Competencies and Development Plans.

The whole apprasial process is thru ESS.

First step is Self evaluation thru ESS and Second is Supervisor Evaluation.

Can anyone advice me how to proceed on this requirement? Can this made thru SAP 4.7

Regards

Chetan

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  • Best Answer
    author's profile photo Former Member
    Former Member
    Posted on Feb 20, 2007 at 09:41 AM

    Hi,

    Our scenario,

    HR User will create the appraisla templete.

    Employee will open the template fills his objectivesand send the form to supervisor for approval. this is first phase of appraisl in the beginning of the year

    Once year is completed, employee fills the rating and send to supervisor for final evaluation.

    I am working on this module for the first time so confused a bit kindly advice. we are bale to create the template but we are not understanding the flow of the same in ESS.

    kindly advice

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    • Former Member

      Hi,

      In Januari your HR department generates the document and puts them in status 'in planning'.

      The employee enters with documents_received_open2 and sees his document, he enters and is able to fill out his objectives. The manager can have a look at it via the MSS status overview or documents_todo.htm.

      If he agrees withit he puts the document in status 'in process'. At the end of the year the appraisee fills out his part appraisal (visible via documents_received_open2) and when he closes it the manager fills out the final appraisal (document_todo or MSS again).

      Regards and Groetjes,

      Maurice

  • author's profile photo Former Member
    Former Member
    Posted on Feb 19, 2007 at 03:37 AM

    Hi Chetan,

    The question here is, which 47 release? Extention Set 1.10 or extention set 2.00?

    If the later then this is not a problem at all, it is a very common scenario.

    If you are on 4.7 extention set 1.10 I highly recommend upgrading to 2.00, relase 1.10 is very restrictive with statusflows, which you need in your scenario. Also workflow and reporting capabilities are missing here.

    Regards and Groetjes,

    Maurice

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  • author's profile photo Former Member
    Former Member
    Posted on Mar 03, 2007 at 06:22 AM

    Hi maurice,

    There is one querry i have . i want to default the competencies on the form based on the value that has been maintained for the position. can this be done through any of the BADI's.Defaulting of objectives and competencies along with the note.

    using R/3 version 4.7 extension 1.10.

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  • author's profile photo Former Member
    Former Member
    Posted on Mar 12, 2007 at 02:47 PM

    Hi maurice,

    Thanks for your wonderful support you gave us.Well we are at a stage where now we can have our whole process in ESS and MSS once the appraisal document is set to close prepartion.

    We used the roles self and manger to check the scenario where it picked up the relation A012 for manager.

    We actually wanted relationship A005 which we achieved by inserting that relationship implementaion in BADI HRHAP00_Selection.

    But the thing is that we wanted now was the primary condition that HRuser sets the status for template in close prepartion.but it is directly defaulting it to self and the relationship that has been mentioned.

    We were plannning to create a BDC for the transaction so that the HR user can create the documents in bulk but we are facing the problem as it is defuulting the value according to the person logged in.

    How can we resolve this ???

    To check out for solution for the same we tested some other scenario where we removed all the roles and kept the role column empty and then checked the same when we tested the sceenario it alowde us to do the same i hope the BDC will also work for the same and it is working in the ideal way how it was when we had maintained for self and manger.

    I want to know if this can be done directly why has SAP provided those standrard roles as once the apriaser and appreaise has been saved rest all is working fine????Am i missing some important scenario which would have been handled by maintaing those roles.

    So in summary i have two querries:

    1. If i am using the sceanrio self and manger it defualts value and doesn't allow me to change it.how can i allow the HR user to run the BDc for all the employees.

    2. If we don't maintain this it behaved the same so why are thse roles been maintained.

    Hope maurice you have understood what i am trying to say.

    Thanks and Regards,

    Chetan Mane

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  • author's profile photo Former Member
    Former Member
    Posted on Feb 20, 2007 at 03:36 AM

    hi maurice, thanks for the reply but we are workin on 1.10 and this is the final phase of the project due to which we can't upgarde the system as you said . if you can provide me ay more assistance regarding the same will be thankful

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    • Former Member Former Member

      Hi,

      I also need help from u, I found u r the right person to get details on PD.

      How can I create Templetes?

      for testing how can i follow?

      how can I upload and down load templete ?

      Please help me, am very new to PD, Plz give me guidencs on this module, its very urgent for me plz.

      Thanks in advance. If u have doc. plz send to sadanasaphr@yahoo.com

  • author's profile photo Former Member
    Former Member
    Posted on Feb 20, 2007 at 03:47 AM

    thanks maurice alot.

    we were on the same track so atleast this makes us confident that what we are doing is correct.for any more querries i would reply back to you.

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  • author's profile photo Former Member
    Former Member
    Posted on Feb 20, 2007 at 06:32 AM

    hi maurice,

    well we designed a template and also checked the BSP i.e HAP_document since we want the appraisal to be implemented in ESS.now when i run the particular hap_documet it given an error asking for single signon. temproarliy i hardcoded the user and the client throught sicf and so it working fine.but when the application opens it gives me a default manger name and allows me to select the list of employee for appraisee.but i want something like this to happen i.e when an employee logs in it directly should default the value for appraise and appraiser while he is in self appraisal phase and further in the review phase the appraiser should have option to select the apprasieee under him and then reate them. which relationship does the system use for the same.

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    • Former Member

      Hi Chetan,

      Use document_received_open2 for the employee. This will get the employee the list of all documents where he is appraisee. If he enters the document the header should already be filled out. Or who does create the appraisal documents in your scenario?

      For the manager you can either use document_todo, or assign the MSS status overview (in that case the manager gets a list of his direct/indirect reports and the document per employee).

      Regards and Groetjes,

      Maurice

  • author's profile photo Former Member
    Former Member
    Posted on Feb 20, 2007 at 07:20 AM

    Hi,

    Thanks for the reply. I checked the todo2 open document (appraisal where appraisee) , when i open this doc it is blank and not allowing us to create new appraisl templete. I refered IT 0025 Appraisal, i think it is picking from the appraisla infotype. kindly tell me how to maiintain appraisal template under appraisl where appraisee??

    regards

    chetan

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    • Former Member

      Hello,

      IT0025 is irrelevant for OSA.

      Now it comes to what your business process is. Who starts of the appraisal process in your scenario? Does every employee create their own appraisal, or does the manager creates it for all his employees or does HR create them for the whole company?

      Oh, and just a term correction. An employee or manager can never create or maintain templates, they can create, maintain documents. Documents are based on a template (templates are created in phap_catalog in the backend by an HR admin). This just so that we talk and understand eachother.

      Regards and Groetjes,

      Maurice

  • author's profile photo Former Member
    Former Member
    Posted on Feb 20, 2007 at 11:13 AM

    Hi,

    Thanks.

    Will HR user create the form ÏN Planning STatus"in R/3 for all the employees?

    What is the relationship between Supevisor and Subordinate?

    Kindly reply back. If there is any config docu related to agents and appraisl form pls mail to my gmail id chetan.mane@gmail.com

    Thanks

    Chetan

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    • Former Member

      Hi Chetan,

      HR could do it that way, if thats the process you want then yes this is possible. They can also mass create them and leave them in status "In Preperation".

      The relationship between manager and employee is defined in the header (appraiser/appraisee).

      Regards and Groetjes,

      Maurice

  • author's profile photo Former Member
    Former Member
    Posted on Feb 22, 2007 at 03:21 PM

    Hi,

    I created the form in SAP. Thru APPCREATE Transaction , first i assign the template to IN Planning Status. My login as Supervisor and other as Subordinate. It get stored in Apprasial Infotype 0025 under the TAB APprasial where Appraiser under me (under supervisor and not getting stored under sub ordianate)

    Then thru APPCHANGE transaction, i opened the document and reviwed it. Now the doc is stored in Apprasial Infotype 0025 under the TAB APprasial where Appraiser in In Review Status

    Then thru APPCHANGE transaction, i opened the document and select start apprasial process. Now the doc is stored in Apprasial Infotype 0025 under the TAB APprasial where Appraiser in In Process Status and finally i said complete

    .

    Now the document is under complete status after the apprasial. Now it went and stored for subordinate in infotype 0025 apprasial under the tab Apprasial where Appraisee.

    Kindly advice me, how to do Self Evaluation and send the doc to Supervsior for Approval.

    Thanks

    Chetan

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    • Former Member

      Hi Chetan,

      As you are in R/3 use following transactions for OSA:

      phap_catalog_pa - Setup appraisal templates

      phap_create_pa - Create appraisal document

      phap_change_pa - Change appraisal document(s)

      phap_search_pa - Display/basic reporting on appraisal document(s)

      phap_admin_pa - Administrator transaction for appraisals.

      Regards and Groetjes,

      Maurice

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