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TMC_0052 - Adjust Data Retrieval for Appraisals, Evaluations, and Surveys

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You use this Customizing activity to assign generic fields of the field selection catalog that refer to fields for appraisals, evaluations, and surveys to appraisal elements from appraisal templates.

You can use implementations of the Business Add-In (BAdI) BAdI: Evaluate Fields for Data Retrieval (BADI_HRTMC_DR_FIELDS) to evaluate these fields so that the contents are represented accordingly on the user interface. The BAdI implementations expect the name that you specified in the Add Fields to Field Selection Catalog Customizing activity in the BAdI Field field as the field names.

Note that data retrieval considers only those values that are stored in the Final Appraisal (FAPP) column of the appraisal elements. It does not consider any values from other columns.

Depending on how you assess employees in your enterprise, you make different settings in this Customizing activity. You have the following options:

• Talent Assessment

• Employee assessment with flexible appraisal processes

Talent Assessment

• In Customizing for Talent Management and Talent Development, under Assessment of Employees -> Talent Assessment -> Define Forms for Talent Assessment, you have created appraisal templates for one or more of the following processes:

• Potential

• Risks

• Derailers

• Competencies

In this Customizing activity, the system thus generates entries for the appraisal elements of the created templates.

• The generic field that refers to a field for appraisals, evaluations, and surveys is available in the field selection catalog and assigned to the category SAP_AES (Appraisals, Evaluations, and Surveys). You have the following options:

• You use default fields that already exist in the field catalog.

• You add your own fields to the field selection catalog.

In this case, leave the BAdI Field field initially empty since you have to enter the name that the system generates in this Customizing activity.

• If you want to use default fields from the field catalog, proceed as follows:

Copy the desired entries that the system generated in this Customizing activity and, in the Field Name field, enter the name that is specified in the Customizing activity Add Fields to Field Selection Catalog in the BAdI Name field.

• If you have added your own fields to the field selection catalog, proceed as follows:

1. Check the entries that the system generated in this Customizing activity.
2. Transport the generated entries for the templates that you want to use productively. To do so, select the entries that you want to transport and choose Table View -> Transport.
3. In the Add Fields to Field Selection Catalog Customizing activity, in the BAdI Name field, enter the name that the system stored in this Customizing activity in the Field Name field.

If more than one appraisal document exists in an appraisal period for an employee for an appraisal element (for example, two documents for the Risks process with the Retention Risk appraisal element), in the standard SAP system, data retrieval calculates the arithmetic average of the values. If you want to calculate the mean value of multiple appraisal elements differently, create an implementation of the Calculation of Mean Value for Appraisal Elements BAdI (HRTMC_ASSESSMENT_AVERAGE). For the BAdI, see Customizing for Talent Management and Talent Development, and choose Basic Settings.

Example 1: Using Default Fields of the Field Selection Catalog

The Add Fields to Field Selection Catalog Customizing activity contains the following entry:

Field Name	Field Description	Category	BAdI Field
SAP_RISK	Risk	SAP_AES	RISK

In the Define Forms for Talent Assessment Customizing activity, you have created the Risks process with the Risk appraisal element.

Therefore, in this Customizing activity, the system has generated the following entry:

Field Name	Template	Object Name	Type ID	Element ID	Element Name
VB-50006660-RISIKO	50006660	Risks	VB	50006660	Risk

You copy this entry and in doing so specify the name of the BAdI field from the Add Fields to Field Selection Catalog Customizing activity as the field name:

Field Name	Template	Object Name	Type ID	Element ID	Element Name
RISK	50006660	Risks	VB	50006660	Risk

You use the BAdI implementation HRTMC_IM_DR_FIELDS_AES to evaluate the RISK field. You can thus display the assessment of the risk for an employee, for example, in the short profile of a talent.

Example 2 - Using Customer-Specific Fields of the Field Selection Catalog

You have created the following fields in the Add Fields to Field Selection Catalog Customizing activity:

Field Name	Field Description	Category	BAdI Field
RETENTIONRISK	Retention risk	SAP_AES
IMPACTOFLOSS	Impact of loss	SAP_AES

In the Define Forms for Talent Assessment Customizing activity, you have created the Risks process with the appraisal elements Retention Risk and Impact of Loss.

Therefore, in this Customizing activity, the system has generated the following entries:

Field Name	Template	Object Name	Type ID	Element ID	Element Name
VB-50006657-RISIKO	50006655	Risks	VB	50006657	Retention risk
VB-50006658-RISIKO	50006656	Risks	VB	50006658	Impact of loss

You place these entries on a transport request and transport them.

In the Add Fields to Field Selection Catalog Customizing activity, you make the following entries in the BAdI Name field:

Field Name	Field Description	BAdI Field
SAP_RETENTIONRISK	Retention risk	VB-50006657-RISIKO
SAP_IMPACTOFLOSS	Impact of loss	VB-50006658-RISIKO

You use the HRTMC_IM_DR_FIELDS_AES BAdI implementation to evaluate the fields VB-50006657-RISIKO and VB-50006658-RISIKO. You can thus display the assessments for retention risk and impact of loss for an employee, for example, in the short profile of a talent.

Employee Assessment with Flexible Appraisal Processes

Impact of loss

In Customizing for Talent Management and Talent Development, under Assessment of Employees -> Employee Assessment with Flexible Appraisal Processes -> Define Data Retrieval for Flexible Appraisal Processes -> Assign Appraisal Templates and Elements to Processes you have assigned appraisal elements to appraisal processes.

In this Customizing activity, the system thus generates entries for the assigned appraisal elements. You can use field groups to assign these entries to the corresponding fields of the field selection catalog.

Impact of loss

Impact of loss

1. In this Customizing entry, check the entries that the system generated.
2. Then perform the following activities:
1. In the Create Field Groups for Fields from Flexible Appraisal Processes Customizing activity, create field groups and assign them to fields.

Enter the name that the system entered in this Customizing activity in the Field Name field as the field name.

1. In the Add Fields to Field Selection Catalog Customizing activity, add the field groups to the field selection catalog and make the following settings for this:

- Assign the fields to the category SAP_AES_GR (data from flexible appraisal processes).

- In the BAdI Name field, enter the name that the system stored in this Customizing activity in the Field Name field.

Impact of loss

In the Assign Appraisal Templates and Elements to Processes Customizing activity, you have created the following entries:

Appraisal Process	Appraisal Template	Type ID	Element ID
RISK	50003395	VB	50003397
RISK	50003396	VB	50003398

Therefore, in this Customizing activity, the system has generated the following entries:

Field Name	Template	Object Name	Type ID	Element ID	Element Name
GR-VB-50003397-RISIKO	50003395	Risks	VB	50003397	Retention risk
GR-VB-50003398-RISIKO	50003396	Risks	VB	50003398	Impact of loss

In the Create Field Groups for Fields from Flexible Appraisal Processes Customizing activity, you create the following entries:

Field Group	Field Name
RETENTIONRISK	GR-VB-50003397-RISIKO
IMPACTOFLOSS	GR-VB-50003398-RISIKO

You create the following entries in the Add Fields to Field Selection Catalog Customizing activity:

Field Name	Field Description	Category	BAdI Field

RETENTIONRISK	Retention risk	SAP_AES_GR	RETENTIONRISK
IMPACTOFLOSS	Impact of loss	SAP_AES_GR	IMPACTOFLOSS

You use the BAdI implementation HRTMC_IM_DR_FIELDS_AES_GR to evaluate the fields RETENTIONRISK and IMPACTOFLOSS. You can thus display the assessments for retention risk and impact of loss for an employee, for example, in the short profile of a talent.

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