Structure of a Standard Objective Setting Template 

The SAP Performance Feedback template is composed of the following:

• Header data
• Objective setting columns
• Weighting column
• Part appraisal columns
• Overall appraisal column

In the SAP standard delivery, two part appraisers are set as default in the template.

After the objective setting template has been created, the header data (name of template, status, name of manager, and name of employee) is displayed. 

You can expand the Additional Data for Employees field. This field contains the employee’s organizational assignment.

You can also expand the <Number of>Part Appraisers group box. The Name and the Role of the part appraiser is displayed in this group box.

The Expert Mode link allows you to display the part appraisers in expert mode:

• You can define different assessment weightings for the part appraisers (for example, a higher weighting for the manager’s assessment).
• You can store date specifications for processing the part appraisal (earliest, latest, and actual appraisal date).
• The Completed field is not ready for input. As soon as the part appraiser has completed the part appraisal, the system equips this field with an indicator.

The Validity Period field displays the period, specified when the objective setting template was created, during which the appraisal cycle should be performed according to plan.

The Objective Setting Date and Review Date fields are input fields. Both fields contains default values that you can overwrite.
If you enter an alternative date in the Review Date field, the part appraisers are informed by workflow that they are requested to process the template by the specified date.

Pushbuttons

The pushbuttons shown on the browser interface have the following functions:

Pushbutton	Function
Add Objectives	Shows the fields set up in Customizing for objectives, note functions, and weighting. This pushbutton is only available if the objective setting template has not yet been edited. After the pushbutton has been clicked once and the fields are shown, the pushbuttons Review and Complete are shown instead.
Review	The entries are saved and the document receives the status In Review. The appraisal template is available for editing. You can still change the objectives.
Start Appraisal Process	The entries are adopted. The objective setting template is saved and receives the status In Part Process. It is available for part appraisers.
Action Log	Calls the task log. This log displays all processes through which the appraisal document runs (create, display, change, status change, and so on).
Save	Your entries are saved. The status of the appraisal template remains the same.
End	Ends preparation. The data is not saved and the application is exited. The current status is retained.
Complete	Adopts entries. The objectives, weightings, and so on you have entered are adopted. The appraisal template is saved. The status is changed to Appraisal Document Completed.
Display Qualifications	Calls the qualifications catalog. Prerequisite: integration with themySAP HR Personnel Development component.
Display Scorecard	Displays the Balanced Scorecard. Prerequisite: integration with the mySAP SEM component.
Print	Prints the objective setting template.

 

Icons

The Add Objectives or Delete Objectives icons are located between the Performance Objective Setting and Weighting columns.
If you click on these icons, you can add additional placeholders for objectives and fill these with objectives or delete existing placeholders or entire elements such as criteria groups with subordinate objectives.

 
Note that the descriptions are only valid for SAP standard settings in the example template Performance Feedback. The pushbutton functions can be changed according to the Customizing settings.