How to trigger follow up processing actions in appraisal documents?

[ajimenez]

Hi gurus,

We are customizing the performance management process using Objective Settings and Appraisals (ECC 6.0; Enh.Pack 4, ESS/MSS with business pack 1.41) and we have customized the evaluation templates (transaction PHAP_CATALOG_PA) with the enhancement "Follow-Up Proc. (Background) - Adjust Qualific. (Start Date)" in Follow-up Processing section of the Processing tab, at template level (VA object).

The system functions is ok, and the cualification appears in the employee profile (transaction PPPM) correctly after the performance management especialist trigger it using the admin report (transaction PHAP_ADMIN_PA).

My question is: Is there anyway to automatically trigger the follow-up processing after the appraisal document is finished? Do we need to develop in ABAP a new implementation of some BADI?

Thanks in advance!

[Former Member]

I found the reason why the follow-up process was not automatically done in our case.

Follow-up is done only if one of the 3 conditions is met (as of EHP5):

• In PHAP_CATALOG, in the "Processing" tab of the appraisal template, the "Approval Process Activated" checkbox IS NOT ticked AND the status of the appraisal is (becomes) "Completed"
• In PHAP_CATALOG, in the "Processing" tab of the appraisal template, the "Approval Process Activated" checkbox IS ticked AND the status of the appraisal is (becomes) "Approved"
• You are using PMP AND the status of the appraisal is (becomes) "Completed"

Hope it'll help.

[Former Member]

Hi Mathieu,

I am also having a similar problem. The automatic follow up processing is not happening through backend i.e. when the documents are manually moved to Completed status using PHAP_ADMIN_PA. However, if the document is moved to completed status via portal then automatic processing is triggered.

Is this the intended behavior of the system? If yes, is there anyway by which we can trigger automatic follow up processing through PHAP_ADMIN as well?

My settings are as follows :

PHAP_CATALOG, in the "Processing" tab of the appraisal template, the "Approval Process Activated" checkbox IS NOT ticked AND the status of the appraisal is (becomes) "Completed"

Thanks,

Sachin

[Former Member]

Followup processes are started as soon as the document goes from status 1-4 to 5 (completed).

OR

when the approval process is activated (infty 5025) and or status 6,7,8,9 are selected then the follow up process only takes place after status change to close approved.

When you do not have the approval process activated then the follow process should start after going to completed. Should that not happen I recommend to open an OSS message.

Regards and Groetjes,

Maurice Hagen

[Former Member]

Maurice Hagen wrote:
Followup processes are started as soon as the document goes from status 1-4 to 5 (completed). 

Do you mean ALL available follow-up processes should be started as soon as status is set to "competed"?

That's not what happens for our (custom) appraisal: follow-up process(es) are not started when the status becomes "completed", neither from the backend nor the portal. We always have to manually launch the follow-up process from the phap_admin transaction, and select the ones we want to be done.

In phap_catalog, we have a couple of follow-up processes that are selected in the "Processing" tab.

when the approval process is activated (infty 5025) and or status 6,7,8,9 are selected then the follow up process only takes place after status change to close approved.

Even when setting the status to "closed approved", no follow-up process is started.

Any suggestion? Isn't there a setting somewhere that should be set in order for the follow-up prpcesses to be automatically started when the status is set to "completed"?

[Former Member]

You do not need to setup anything, the follow-up BAdI will be triggered automatically once your appraisal document reaches "Completed" status through normal flow i.e. you need to click a pushbutton to get to "Completed" status, you can't change the status to "Completed" explicitly using "Change Status" function in PHAP_ADMIN.

[ajimenez]

Hi ancolz, thanks, but the follow-up BADI does not working automatically, neither in PHAP_ADMIN_PA nor in the MSS or ESS (webdynpro) applications. I am thinking in sending a OSS note to SAP, because I have tried every customizing option.

[Former Member]

Did you get a solution as to how to trigger automatic follow-up processing? We are experience the same problem and would appreciate any insite. Thank you in advance.