Appraisal Objects created in 'Approved' Planning status

[Hardus]

Good day,

When creating Appraisal Template objects, they are created in 'Approved' Planning Status. We want them created in 'Active' Planning Status. We suspect this is the reason why we can't configure/define the process configuration for our template under IMG path: Personnel Management > Personnel Development > Objective Setting and Appraisals > Define Tabs and Process Configuration for Template. The system gives the following error message: "No process defined for form <template name>"

We've tried using program RHAKTI00 to make these objects (VA VB VC) active but are facing a further issue that it makes appraisal template unreleased. Vice versa when i released the template, it makes objects planning status to reset to approved from active. A similar issue has been posted in the below thread but an answer was not provided.

Kindly assist.

Best regards

Hardus

[Former Member · Accepted solution]

Hardus,

I don't think the reason you can't configure the tabs is because the status is approved. I am working on appraisals and I have been able to do the tabs configuration with the approved status. Haven't worked on the process configuration though.

Lincoln

[Hardus · Accepted solution]

Hi Lincoln,

Thanks for your prompt feedback.

For some reason I'm able to do the 'Tabs Configuration' part of the IMG step and save it, but not the 'Process Configuration' part.

The system issues an error message "No Process defined for form <template name>.

Note: The 'Status flow' config has been done in the template and the template has been released.

Any other ideas?

Kind regards

Hardus

[Former Member · Accepted solution]

Hardus,

When I go to process configuration, I get a meaasge

"No process defined for form ABC"

But it is only info message and not an error message. I can still go ahead and proceed with the actual configuration. It does allow me to save the configuration I do.

So the problem here is not approved status. Could it be something related to message configuration. You are getting an error message where you should be getting info message only.

It could be something totally weird too. In my experience with EHP4, I have encountered a lot of weird problems.

Lincoln

[Former Member · Accepted solution]

Hardus,

When I go to process configuration, I get a message

"No process defined for form ABC"

But it is only info message and not an error message. I can still go ahead and proceed with the actual configuration. It does allow me to save the configuration I do.

So the problem here is not approved status. Could it be something related to message configuration. You are getting an error message where you should be getting info message only.

It could be something totally weird too. In my experience with EHP4, I have encountered a lot of weird problems.

Lincoln

[Hardus · Accepted solution]

Hi Lincoln,

Just to confirm, it's a warning message in our system. (yellow triangle with exclamation mark)

However, this does not resolve the issue at hand. Although I can access the 'Process Configuration' tab I cannot add/save any entries. The left side of the screen ("Configure Available Elements for Process") is blank (there's no entries in the table) and when I click on the 'Add' button only my statuses defined in my template is pulled through to the bottom right part of the screen ("Assigned status").

No matter what combination of the butotns I try to follow, I'm not able to add elements for the process.

Any further ideas?

Thanks

Hardus

[Former Member · Accepted solution]

Hardus,

When you click on Add, you get another screen on the right hand side which says "Configuration Preview (Process)". Right?

This screen shows all your configured statuses. Click on a status, add some text in title box, give start and end dates and then click on save. I am sure it will save the entries.

This configuration process is NOT to add new statuses. This is more for what the user sees on his/her screen.

Hope this helps.

Lincoln

[Hardus · Accepted solution]

Hi Lincoln,

I can see exactly what you described on your previous post.

I've tried saving the entry after input and it worked. The 'Save' button was previous hidden but scrolling up solved the issue.

That resolves my issue.

Many thanks for your kind assistance.

Best regards

Hardus

[Chris_Thomas · Accepted solution]

Hello - did you figure out why the Appraisal template (and all of the VA, VB and VC objects) are created in the 'Approved' status ?

We (Duke University) are trying to figure out a way to manage Qualification via a Webdynpro app through our portal and assign Qualifications directly to an appraisal template. We have created quadrants within one of the Critera Groups (VB - VB nested) for Customer Service, Finance, Clinical Quality) and we are trying to figure out how to create a PD side relationship between the QK object and the VB object. The relationship is configured but when we try to create the master data it is not successful because of the VB being in the 'Approved' state and the QK Qualification Group being in the Active state.

I am searching for any documentation on why the Appraisal template is created in the Approved state and if there is a way to make it active... And if there are unintended consequences

.

Any ideas ?

Chris Thomas

Duke University

[Former Member · Accepted solution]

>

> Hello - did you figure out why the Appraisal template (and all of the VA, VB and VC objects) are created in the 'Approved' status ?   
> 
> We (Duke University) are trying to figure out a way to manage Qualification via a Webdynpro app through our portal and assign Qualifications directly to an appraisal template.   We have created quadrants within one of the Critera Groups (VB - VB nested) for Customer Service, Finance, Clinical Quality) and we are trying to figure out how to create a PD side relationship between the QK object and the VB object.  The relationship is configured but when we try to create the master data it is not successful because of the VB being in the 'Approved' state and the QK Qualification Group being in the Active state.  
> 
> I am searching for any documentation on why the Appraisal template is created in the Approved state and if there is a way to make it active... And if there are unintended consequences
> 
> .  
> Any ideas ?
> 
> Chris Thomas
> Duke University

Hi Chris,

be glad SAP put the template in the status of approved, bc you should not really create relationships to the criteria group like the way you are trying.

It's hard to tell your exact requirement. Instead you create a qualification by defining a criteria group within your template. Your criteria group would than have a fixed or free enhancement (if you want the employee or manager to select which qualifications they should rate while using the perf document, you use free enhancement, if you want the qualifications to be fixed by a "rule" such as any finance employee gets these set of qualifications all the time, you use the fixed enhancement) The standard enhancement for these can pull from the job or position of assigned qualifications.

Lastly, after you rate the qualifications as part of the process, you can pull the rated qualifications out of the performance documents, since qualification and proficiencies are used in other SAP processes. These rated qualifications can be transferred from the perf doc to the profile of the employee (profile of employees can be viewed/edited with transaction PPPM) when the document goes to completed status by using the follow up badi for "write qualifications".

hope that helps.

[Chris_Thomas · Accepted solution]

Michael - thanks as always for your insight and willingness to help out.

Let me explain further. Duke currently has a third party performance management system that allows the users to manage their Expected Job Results (EJR) in a catalog (translate to Qualifications catalog in R3). In a separate step, the manager can select a single EJR and on the other side of the screen select all , or a subset of their employees to assign the EJR to.

Extrapolate this to SAP PM. We have created a Criteria group in our template and have experimented with adding qualifications via the BADI and this works fine EXCEPT that the manager would have to do this in each employee's appraisal, individually. We are developing the tool to build and maintain the qualification catalog and assign to the employee via Manager Self Service, we are hoping to be able to facilitate the assignment of the EJR/Qualification into the employee's appraisal template. The EJR's (Q objects) will be associated to a quadrant in their catalog: QK's - Clinical Quality, Customer Service, Finance and Work Culture

The criteria group, Expected Job Results, has for criteria groups nested under it: VB objects for four quadrants, Clinical Quality, Customer Service, Finance and Work Culture. SO, we get to the crux of the matter. Since we know the employee, we can get to the appraisal document and associated data in the tables. The decision of which VB to go to is what we are trying to facilitate. The textual names will be the same for the quadrants in the QK's and VB's BUT thats a bad way to try to make a decision, thus the thought to create a relationship between the QK and the associated, logically equivalent VB.

The issue comes up with some of our managers who have large (60+) direct reports so the thought of creating qualifications from the appraisal side, individually per employee does not work. This is why we are thrashing around with trying to start outside and work our way in. Make sense ?

Chris Thomas

[Former Member · Accepted solution]

>

> Michael - thanks as always for your insight and willingness to help out. 
> 
> Let me explain further.  Duke currently has a third party performance management system that allows the users to manage their Expected Job Results (EJR) in a catalog (translate to Qualifications catalog in R3).  In a separate step, the manager can select a single EJR and on the other side of the screen select all , or a subset of their employees to assign the EJR to. 
> 
> Extrapolate this to SAP PM.  We have created a Criteria group in our template and have experimented with adding qualifications via the BADI and this works fine EXCEPT that the manager would have to do this in each employee's appraisal, individually.  We are developing the tool to build and maintain the qualification catalog and assign to the employee via Manager Self Service, we are hoping to be able to facilitate the assignment of the EJR/Qualification into the employee's appraisal template.   The EJR's (Q objects) will be associated to a quadrant in their catalog: QK's - Clinical Quality, Customer Service, Finance and Work Culture 
> 
> The criteria group, Expected Job Results, has for criteria groups nested under it:  VB objects for four quadrants, Clinical Quality, Customer Service, Finance and Work Culture.   SO, we get to the crux of the matter.  Since we know the employee, we can get to the appraisal document and associated data in the tables.  The decision of which VB to go to is what we are trying to facilitate.  The textual names will be the same for the quadrants in the QK's and VB's BUT thats a bad way to try to make a decision, thus the thought to create a relationship between the QK and the associated, logically equivalent VB.   
> 
> The issue comes up with some of our managers who have large (60+) direct reports so the thought of creating qualifications from the appraisal side, individually per employee does not work.  This is why we are thrashing around with trying to start outside and work our way in.  Make sense ?
> 
> Chris Thomas

Hi Chris,

This is what I was trying to explain between free vs fixed enhancement.

Free enhancement - user selects from a list to add something to the template

Fixed ehahcement - preloads data into the template

If your application that you build in MSS assigns the qualifications to the employees, you have a number of options to make this work as fixed enhancement.

First use the following fixed enhancement as your basis:

HRHAP00_ENHANCE_FIX1 - Fixed Enhancement - Add Position Requirements

Now in your MSS application if you assigned the qualifications to the position and wanted all qualifications to show up in 1 criteria group, you can use this enhancement with no development.

qualifications assigned to positions or jobs are called requirements

qualifications assigned to employees are called qualifications

if you have like 10 qualifications assigned to the position and 4 need to go to clinical quality VB, 3 need to go to finance vb criteria groups, you will create a BADI for each one of those, each criteria group wiill have its own unique badi. in the badi you will apply the filter after all "requirements are selected from position" so that only the 4 belonging to the qualification block for finance are loaded into that VB.

if your mss application MUST assign it the employee for business reason, you use the same logic except swap out position lookup with employee lookup.

are we closer?