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HR_LSO_M1C6D2A4 - Edit Appraisals Catalog

PERFORM Short Reference TXBHW - Original Tax Base Amount in Local Currency
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In this step, you define and edit appraisal models. The appraisal model catalog contains appraisal models that can be copied to create actual appraisals.

Note
For further information on the effects that appraisal model catalog settings can have on the appraisal creation process, please refer to the SAP Library (Human Resources -> Personnel Management -> Personnel Development -> Appraisal Systems).

The Appraisal Systems component enables you to map all kinds of analytical appraisal procedures in your system.

An appraisal model is a collection of criteria or qualifications (and, possibly, criteria groups), and is copied to create an actual appraisal. The following information is stored at the appraisal model level:

Form of appraisal

Appraisal type

The type of numbering used for appraisal elements when an actual appraisal is generated (Standard, None, Other)

Layout (description, note lines and display as checkboxes) for displaying appraisals in HTML format.

Note

These settings do not apply to the conventional display of appraisals, nor do they affect the formatting options available for appraisal comparisons, lists, and so on, in any way!

Field for appraiser (only for anonymous individual appraisals) when carrying out appraisals in HTML format

Processing (follow-up activities, processing of subappraisals, and further processing of an appraisal)

The functions specified in the step Define Permissible Functions are the functions that are available for follow-up and further processing.

Two function modules are provided which transfer the appraisal results to Compensation Management, and transfer the appraisal results of qualifications to the qualifications subprofile of the object to be appraised.
Further processing of subappraisals only really applies to the appraisal type (anonymous) multisource appraisal. The following function modules are provided to automatically generate overall appraisals: Determine overall result by average and Transfer overall result from last subappraisal (takes the result of the last appraisal held - the appraisal by the employee's supervisor, for example - and uses this as the overall result).

The further processing flag for appraisals determines which further processing options are allowed for archived (completed, rejected, approved) appraisals.

Note
Please bear the following point in mind if you want to use the follow-up processing workflow (WS 01000105):

The further processing modules that the workflow is to execute in follow-up processing must be selected for the corresponding appraisal models

It must be possible to reset the status to In process if necessary

For more information on the workflow, refer to the SAP Library (HR - Human Resources -> PA - Personnel Management -> Personnel Development -> Workflow Scenarios in Personnel Development (PA-PD) -> Approve and Follow Up Appraisal).

Restriction to one appraisal per period to be appraised (see Flag: Only One Appraisal Allowed)

Scale for results (quality scale - including proficiency 0, quantity scale)

Input options for appraisal results (optional entry field, required entry field, no entries)

Calculation methods for appraisal results (manual, total, average,percentage, user-specific)

Whether notes can be stored

Criteria groups are used to structure appraisal models logically. The use of criteria groups is optional - they can only be assigned directly beneath the appraisal model and cannot contain further criteria groups. Criteria groups can be rated. The following information can be stored at the criteria group level:

Scale for results (see above)

Input options for results (see above)

Calculation methods for results (see above)

Whether notes can be stored

Criteria are the individual characteristics that are to be rated during the appraisal. A criterion can be assigned beneath either an appraisal model, a criteria group, or a qualification, but not beneath another criterion. The following information is stored for criteria:

Scale for results (see above)

Input options for results (see above)

Calculation methods for results (none, user-specific)

Whether notes can be stored

Within a form of appraisal, you can use Qualifications instead of criteria groups as appraisal elements (for possible structures, see below). You can use all the qualifications in the qualification catalog for this purpose. You can transfer the appraisal results for qualifications into the profile of the person appraised as a follow-up activity (see below). The following information is stored at the qualifications level:

Scale for results (inherited from the qualification group - cannot be changed in the appraisals catalog)

Input options for results (see above)

Calculation methods for results
The function module Transfer Qualification Proficiency is also available for qualifications - this module takes over theproficiency.

Whether notes can be stored

Notes

You can insert qualifications into an appraisal model only via the function Insert existing appraisal element (see below).

You can process qualifications only in the qualifications catalog (exception: tab page Result; see below).

The settings on the Additional data tab page are of no significance to the appraisal model.

Note
In the following situations, you might encounter problems calculating results:

If the Total, Average or Percentage calculation method has been selected for a criteria group or qualification, but this criteria group or qualification has no lower-level appraisal elements

If the calculation method Other has been selected for an appraisal element, and the function module in question does not return a result

In both these cases, if you entered a rating manually, this rating will be overwritten by the value 0 when the appraisal results are recalculated.

You can nest the appraisal elements within an appraisal model as follows:
Appraisal model
,,Criterion
,,Qualification
,,Criteria group
,,,,Criterion
,,Qualification
,,,,Criterion
,,Criteria group
,,,,Qualification
,,Criteria group
,,,,Qualification
,,,,,,Criterion

You can specify a weighting and a sort sequence for every criterion and criteria group.

On the Proficiencies tab page, you can enter a user-definable text for the proficiencies of the scales used (applies only to quality scales).

The proficiency descriptions of the scale in question are proposed as defaults (if there are any). You can overwrite these defaults as required.
In the case of qualifications, the proficiency descriptions of the corresponding qualification group are defaulted (if there are any); otherwise, the proficiency descriptions of the corresponding scale are defaulted (once again, if there are any). The proficiency descriptions of qualifications must be edited in the qualifications catalog.

A translation function is also available so that you can use the appraisal models in your catalog in various languages.

When you create catalog entries, you can either create brand new entries (appraisal models, criteria groups, criteria), or base them on an existing entry (criteria groups, criteria, and qualifications). If you select an existing entry, a new object is not created (instead, the existing object is used several times). This means that if you change its attributes, this will affect all occurrences of the object. You can find out where, and how often, an appraisal element is used by generating a where-used list.
Note
Appraisals can only be compared with each other if they share the same appraisal model, or if at least the first of their appraisal elements (as per the appraisal model) correspond. In the latter case, as many criteria groups and criteria as possible (and the sequence in which they appear) have to correspond so that the appraisals can be compared constructively and the results interpreted.

If a criterion is deleted from an appraisal model, it is displayed under the node Entries not used. To delete an entry entirely from the catalog, you must delete it once again from here.

Caution!Please note the following when deleting objects from the appraisals catalog:

If you delete a criterion from a criteria group that is used elsewhere all occurences of this criterion will be deleted (even where the criteria is used elsewhere). For this reason, please always generate a where-used list before you delete a criterion!

You can delete an appraisal element from the appraisals catalog only if you are no longer using it. If possible, please generate a where-used list using the reporting function for appraisals, and delete the appraisals first.

If you do not select a scale for an appraisal element, you cannot specify a calculation method. This ensures that each result can be interpreted using the appropriate scale.

A preview function is available to let you view the layout of an actual appraisal. You can enter results and calculation methods in this preview. However, you cannot save the preview, or create any notes for it.

Note
If you set the flag Without note for an appraisal element, you cannot print any note lines on appraisal sheets.

Note
If you create an appraisal model with the appraisal type anonymous individual appraisal or anonymous multisource appraisal, please ensure that the role name in the form of appraisal does not reveal the identity of the appraiser.

Example of an appraisal model
Catalog
,,Personnel appraisal (appraisal model)
,,,,Work-related skills (criteria group)
,,,,,,Quality of work (criterion)
,,,,,, Ability to cope with stress (criterion)
,,,,,,Specialist knowledge (criterion)
,,,,Management skills (criteria group)
,,,,,,Delegation (criterion)
,,,,,,Objectivity (criterion)

Example of an appraisal
Your company wants to introduce annual personnel reviews. In each case, a supervisor is to appraise an employee. Further appraisal details include:

Five criteria are to be rated. These 5 criteria are subdivided into 2 criteria groups.

All appraisal elements are to be rated on a scale of 1 to 10, and every criterion must be given a rating.

The average of the results of the criteria groups and the appraisal model is calculated; these results cannot be changed.

Notes should be created for all appraisal elements.

The various appraisal elements are to be numbered sequentially usingArabic numerals.

All appraisal elements have the same weighting, and are sorted alphabetically.

To do this, make the following settings for the appraisal elements in question:

Appraisal model

Tab pageAppraisal model
Object name:,,Personnel appraisal
Form of appraisal:,,Personnel appraisal (see step
,,,,,,,,,,,, Edit form of appraisal)
Appraisal type:,,,, Individual appraisal

Tab pageAdditonal data
Numbering:,,,,,,Standard

Tab pageResult
Scale:,,,,,,,,10-points scale
Input:,,,,,,,,No entry
Calculation:,,,,,,Average

Criteria groups

Tab pageCriteria group
Object name:,,e.g. Work-related skills

Tab pageResult
Scale:,,,,,,,,10-points scale
Input:,,,,,,,,No entry
Calculation:,,,,,,Average

Criteria

Tab pageCriterion
Object name:,,e.g. Quality of work

Tab pageResult
Scale:,,,,,,,,10-points scale
Input:,,,,,,,,Required entried
Calculation:,,,,,,Manual

Example of preview of appraisal

Name	Weighting	Rating	R.text
Personnel appraisal	1	=	$	x
1.Work-related skills	1	=	$	x
1.1.Quality of work	1	?	$	x
1.2.Stress management	1	?	$	x
1.3.Specialist knowledge	1	?	$	x
2.Management skills	1	=	$	x
2.1.Delegation	1	?	$	x
2.2.Objectivity	1	?	$	x

Legend
?,,Required entry, field is ready for input
=,,Result is calculated, field is not ready for input
$,,Field not ready for entry, to be filled automatically
x,,Note can be created

Proficiencies

The proficiency descriptions are derived from the scale or qualification group.

Further processing

Deleting and resetting status to In process not allowed.

Sorting and weighting

The weighting is 1.

Standard further processing modules:

Transfer qualifications

Adjust remuneration

Note
You must define a matrix guideline if you want to use the 'Adjust remuneration' module. See Define Guidelines and Define Matrix Guidelines.

Standard modules for processing subappraisals:

Determine overall result by average

Transfer overall result from last subappraisal

Before you perform any of the following activities, you must specify a date as of which the changes are valid.

Choose Settings -> Set period... in the Catalog: Change Appraisal Model screen.
In the Key date field, enter a date, and choose Continue.

Note
The validity end date for the catalog is always 12/31/9999.

The Catalog: Change Appraisal Model screen appears.

Overview of the activities you can perform:

Create new appraisal model

Create new criteria group

Insert existing appraisal element

Change entry

Translate entry

Translate description

Create/change proficiency descriptions for object

Translate proficiency description

Change weighting and sort sequence

Create new appraisal model

Position your cursor on the line Catalog.
Choose Entry -> Insert -> New appraisal element.

The Create Appraisal Model screen appears.

On the various tab pages, enter your data as required.

Note
On the Result tab page, select a scale and chooseEnter. The Calculation box will then be ready for input.

Save the appraisal model.
If you want to create further appraisal models, choose Create new entry. Otherwise, choose Continue.

Create new criteria group

Position the cursor on an appraisal model.
Choose Entry -> Insert -> New appraisal element.

The Create dialog box appears.

Position your cursor on the line Criteria group , and choose Transfer.

The Create Criteria Group dialog box appears.

On the various tab pages, enter your data as required.

Note
On the Result tab page, select a scale and choose Enter. The Calculation box will then be ready for input.

Save the criteria group.
If you want to create further criteria groups, choose Create new entry. Otherwise, choose Continue.

Create new criterion

Position the cursor on an appraisal model, a criteria group, or a qualification.
Choose Entry -> Insert -> New appraisal element.

The Create Criterion dialog box appears.

On the various tab pages, enter your data as required.

Note
On the Result tab page, select a scale and choose Enter. The Calculation box will then be ready for input.

Save the criterion.
If you want to create further criteria, choose Create new entry. Otherwise, choose Continue.

Insert existing appraisal element

Position your cursor on the appraisal model or criteria group beneath which you want to insert the existing entry.
Choose Entry -> Insert -> Existing appraisal element.

The Create dialog box appears.

Position your cursor on the appraisal element you want, and choose Transfer.

The Select Target Objects or Select Qualificationsdialog box appears.

Select the entry you require, and choose Continue.

The Catalog: Change Appraisal Model screen appears again. The existing entry has been inserted. The attributes of this entry apply to all its occurrences.

Change entry

Position your cursor on the entry you want to change.
Choose Entry -> Choose.

The Change Entry dialog box appears.

Make your changes as required.

Note

If you change an appraisal element, the changes do not affect the appraisals that are in the preparation phase.

Save your changes.

Translate entry

Select the entries you want to translate.
Choose Entry -> Translate -> Text.

The Translation: Text dialog box appears.

Select one or more languages, and choose Transfer.

The Translation: Entry dialog box appears.

Select a target language.
Enter the translation in the Translation () column.
Save the translations.
Choose Continue.

Translate description

Select the entry whose description you want to translate.
Choose Entry -> Translate -> Description.

The Translation: Description dialog box appears.

Select a target language.
Enter the translation.
Save the translation.
Choose Continue.

Creating/Changing Proficiency Descriptions for an Object

Open up the entry in question by double-clicking it.
Choose the Proficiencies tab page.

In the standard system, the Default flag is activated. This means that any existing proficiency descriptions for the scale (or, in the case of qualifications, the qualification group, if applicable) are defaulted automatically.

To overwite the defaults, deactivate the Default flag.

Note
If you change the defaulted proficiency descriptions for an object, you should always do this (from the object) for all of the proficiencies of the scale.

Select the proficiency for which you want to create a description.
Enter the description.
Save your changes.

Translate proficiency description

Select the entry whose proficiency description you want to translate.
Choose Entry -> Translate -> Proficiency Description.