SAP ABAP IMG Activity PAOC_HAP_PA_CATALOG (Edit Templates)
Hierarchy
☛ EA-HRGXX (Software Component) Sub component EA-HRGXX of EA-HR
   ⤷ PA-PD-PM (Application Component) Objective Setting and Appraisals
     ⤷ PAOC_HAP_PA_UI (Package) Personnel Appraisals - User Interface
IMG Activity
ID PAOC_HAP_PA_CATALOG Edit Templates  
Transaction Code S_ALN_01000599   PA: Catalog for Appraisal Templates 
Created on 20020118    
Customizing Attributes PAOC_HAP_PA_CATALOG   Edit Forms 
Customizing Activity PAOC_HAP_PA_CATALOG   Edit Forms 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name PAOC_HAP_PA_CATALOG    

Use

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

Appraisal templates are included in the hierarchical structure of the appraisals catalog. The definitions of your appraisal templates are entered in the structure successively, and the SAP system manages them appropriately. The structure is displayed in the left screen area. The structure can include the following elements:

  • (Appraisal) Category Group

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

    Note

    When you call the appraisal catalog for the first time, the SAP system only displays the category group. The SAP system then guides you through a processing dialog. 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 personnel appraisals together that you want to use in different appraisal processes (for example, personnel appraisals for objective setting or 360° feedback). 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, Personnel Appraisals, Objective Setting).

  • Appraisal Template

    Appraisal templates help you to create specific appraisal documents. An appraisal template is always assigned to a category. You can create and use different templates in an appraisal process (for example, if you want to use different appraisal documents for managers and salaried employees).

    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 comprises 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 Capabilities criteria group).

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

  • Criterion

    Criterion refers to an individual characteristic that is to be valuated in an appraisal document. You can arrange criteria below an appraisal template or assign them to a criteria group.

  • External Element

    You can use external appraisal elements(for example, qualifications) and arrange them below an appraisal template or criteria group in Objective Setting and Appraisals.

Standard settings

As standard, we deliver the Personnel Appraisals category group.

We deliver the following categories as examples:

  • 360° feedback
  • Standard appraisal
  • Objective setting

We deliver the following templates as examples:

  • Objective setting
  • Performance appraisal

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.

  • Create category using example

  1. Select the category group.
  2. Use the right mouse button to select Create Category.

    The Create Category dialog box is displayed.

  3. In the Category field, enter the name of the new category, and under Used for the following entries:
    • Standard appraisal
    • Objective setting
    • 360° feedback
  4. Select Continue.

    The SAP system creates the category, and stores it in the appropriate place in the catalog structure.

    Note

    When you create a category using an example, you control the attributes of the category and whether you can use examples to create templates in this category.

  • Change categories

  1. Select the category.
  2. Use the right mouse button to select Change Category.
    3. The LS>Change<Category Name> screen is displayed. 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:
  • Participants
    • Here you can specify which persons or users are to participate 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 for specific templates when you define the templates.
  • Value lists
    • A value list contains the valuation 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. When defining a template, you can only access the definitions that have been made for a particular category.

    Example

    During an objective setting process, a higher-level manager also needs to be able to create part appraisals. Therefore, you must also assign the Part Appraisal (PAPP) column and the Higher-Level Manager role to the category under which you are creating the template.

    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. Select the category under which you want to create a template, and select Create Template using the right mouse button.

    The Create Template Using dialog box is displayed.

  2. Select Example and select an example template from the input help (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. Select the category under which you want to create a template, and using the right mouse button select Create Template.

    The Create Template Using dialog box is displayed.

  2. Select Create Manually, and then Continue.

    The Create <Template Name> screen is displayed. 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 define 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 entry
    • Use of notes
      • If you use objective setting columns (OBJ*), you can specify whether freely defined objective settings are permitted in the appraisal template. You also define the following for the entire template:
      - Web settings
      - Dynamic settings
      These contain free or fixed enhancements, for example, and whether you are allowed to delete elements.

      - Column access
      Defining column access authorizations for the different roles&#x
Business Attributes
ASAP Roadmap ID 105   Define functions and processes 
Mandatory / Optional 1   Mandatory activity 
Critical / Non-Critical 2   Non-critical 
Country-Dependency A   Valid for all countries 
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG PAOC_HAP_PA_CATALOG 0 ALN0000052 Objective Setting and Appraisals 
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 T - Individual transaction object PHAP_CATALOG_PA 0000000001  
History
Last changed by/on SAP  20020118 
SAP Release Created in 110