SAP ABAP IMG Activity HR_LSO_M1C6D2A7 (Edit Forms)
Hierarchy
☛ EA-HRGXX (Software Component) Sub component EA-HRGXX of EA-HR
   ⤷ PE-LSO-TM (Application Component) Training Management
     ⤷ LSO_TM_ND (Package) SAP Learning Solution - Core New Developments
IMG Activity
ID HR_LSO_M1C6D2A7 Edit Forms  
Transaction Code S_KLS_75000024   (empty) 
Created on 20030123    
Customizing Attributes HR_LSO_M1C6D2A7AT   Edit Forms 
Customizing Activity HR_LSO_M1C6D2A7PO   Maintain Templates 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name HR_LSO_M1C6D2A7    

Use

In this IMG activity, you can create and process appraisal templates.

Appraisal templates form the basis of the Objective Setting and Appraisals application.

This component enables you to depict any analytical appraisal procedures and processes.

Appraisal templates are included in the hierarchical structure for the appraisals catalog. The definitions of your appraisal templates are entered in the structure successively, and the SAP system manages them appropriately. The SAP system displays the structure on the left of the screen.The following elements form the hierarchical structure:

  • (Appraisal) Category Group

    The category group includes all appraisal documents for the Objective Setting and Appraisals application.

    Note

    When you access the appraisal catalog for the first time, the SAP system only displays the category group. The SAP system then guides you through processing. In the first dialog box that is displayed, the SAP system asks you to create a category. The system then displays another dialog box, and asks you to create an appraisal template.

  • Appraisal Category

    Categories group course appraisals together that you want to use in different appraisal processes (for example, classroom appraisals or WBT appraisals). When creating appraisal categories you can use the examples we deliver, or create your own individual categories manually.

    Note

    We recommend that you use a separate appraisal category for each appraisal process (for example, Classroom Training Appraisals, WBT Appraisals).

  • Appraisal Template

    Appraisal templates help you create appraisal documents. An appraisal template is always assigned to a category. You can create and use different templates in the appraisal process (for example, if you wantto use different appraisal documents for different course types).

    It is simple to create an appraisal template for a new appraisal process. You can use the examples we deliver, or create your own templates manually.

    Note

    When you create a template for the first time, we recommend that you use an example to help you. The SAP system sets up the template appropriately. If the standard template does not wholly fulfill your requirements, you can change the template and use the modified version, or you can create a new template.

    The SAP system supports status management for appraisal templates (and appraisal elements). By assigning statuses, you can control which appraisal processes you are currently preparing, those that you have already released for use at the enterprise, and the templates that you no longer want to use.

  • Criteria Group

    A criteria group includes all appraisal criteria of a similar content. Criteria groups enable you to structure appraisal criteria in the template (for example, English, French, and German criteria in the Language Skills criteria group).

    You always create a criteria group below the appraisal template. You do not have to use criteria groups. You can evaluate criteria groups.

  • Criterion

    Criterion refers to an individual characteristic that is to be evaluated in an appraisal document.

    You can arrange criteria below an appraisal template or a criteria group.

Requirements

Standard settings

In the standard system, we deliver the following categories as examples:

  • For classroom training
  • For Web-Based Training

Activities

The following descriptions provide you with an overview of the possible functions of the appraisal catalog. The activities you need to perform when you want to execute an appraisal catalog function are also described.

  • Changing categories

  1. Right click the category group and choose Change Category.
    2. The Change<Category Name> screen appears. You can change the following category attributes.

  • Category name
    • You can change the name in the header data area of the screen Change <Category Name>.

    For the following entries, you have access to the appropriate tab indexes and tab pages:

  • Persons involved
    • Here you can specify which persons or users are involved in the appraisal process.
  • Columns
    • Columns structure the appraisal process.
  • Roles
    • Here you can specify the role in which persons or users have general access to the columns. You always define column access authorizations define the templates.
  • Value list
    • A value list contains the evaluation measure (for example, quality value list) that is used for the appraisal document.
  • Enhancements
    • You can create enhancements for the type of value determination (average determination) or links (for example, link to the balanced scorecard).

  1. Enter the required entries by accessing the tab indexes one after another, and make the entries for each tab card.
  2. Save your entries.

    Note

    You can only change a category if the status is Not Released.

    Note that the definitions you make for a category are available in the appraisal template definition. You can only access definitions for onecategory in the appraisal template definition.

    Recommendation

    To make it easier for you to create a category, we recommend that you create an example category and replace the entries that you do not need with entries that you do require.

  • Create template using example

  1. Right click the category under which you want to create a template, and choose Create Template.

    The Create Template Using dialog box appears.

  2. Choose Example and use input help to select an example template (for example, Example:Objective Setting).

    The SAP system creates the template in the background, and stores it in the appropriate position in the catalog structure.

    Note

    Whether or not you can create a template using an example depends on the attributes of the category.

  • Create appraisal templates manually

  1. Right click the category under which you want to create a template, and choose Create Template.

    The Create Template Using dialog box appears.

  2. Choose Create Manually, and then Continue.

    The Create <Template Name> screen appears. This includes the following entries:

    • Template name
      • You can store this in the header data area of the screen Create <Template Name>.

      For the following definitions, the following tab indexes and tab pages are available:

    • Description
      • In the Description field, you can specify whether you want to store the description in standard format or in Web format.
      In the free-text field, you can store a description (for example, an introduction to your template or a description of content). If you use a Web format for the description, for example, you should store the description here together with the appropriate formatting instructions.
    • Layout
      • The definitions for the layout affect the following, for example:
    • Numbering
    • Display of header data
    • Display of links
    • Display of additional header data (personnel header data)
    • Text replacement
    • Print layout
    • Web layout
    • Column definition
      • Here you can specify which columns you want to use, and the following data for each of the columns:
    • Assignment of value lists
    • Value definition
    • Value input
      • You also define the following for the entire template:
    • Web settings
    • Dynamic settings
      • These contain free or fixed enhancements and whether you can delete elements.
    • Column access
      • Defining column access authorizations for the different roles (column owners and other users) involved in the appraisal process enables you to define and control what access the different roles have in the different phases of the process.
      Recommendation
      When defining column access authorizations, we recommend that you first select a proposal and either copy this or adapt it to suit your requirements. See the documentation on Column Access.
    • Value descriptions
      • If a value list has been stored for the Final Appraisal (FAPP) column, you can adopt the proposal by setting the Default indicator. Alternatively, you can define the value description for the current element by deselecting the Default Value field.
      Note
      See the documentation, under Value Descriptions.
      You can create the value list description by selecting Goto -> Standard Value Lists.
    • Roles
    • Processing
      • You define the following for processing your template, for example:
    • General settings
    • Follow-up processing
      • Here you can specify that the SAP system should transfer qualifications to an employee's qualifications profile after a certain date.
  3. Save your entries.

    Note

    After it has been created, your template has the status Not Released. After you have created the template, you must create the relevant criteria groups and criteria.

    When you have completed the template and want to use it, you must change the status to Released. Right click your template in the catalog structure and choos

Business Attributes
ASAP Roadmap ID 203   Establish Master Data 
Mandatory / Optional 1   Mandatory activity 
Critical / Non-Critical 2   Non-critical 
Country-Dependency A   Valid for all countries 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
PDST_LSO T - Individual transaction object LSO_EVAL_CATALOG  
History
Last changed by/on SAP  20030124 
SAP Release Created in 200