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Background documentation Preparing and Creating an Appraisal Document Locate the document in its SAP Library structure

The HR department or HR administrators prepare appraisal documents based on the appraisal template. Only after the appraisal document has been prepared is it forwarded to the manager or employee via workflow so that he or she can define the relevant objectives.

You can edit the appraisal template, for example an objective setting template, using the SAP Graphical User Interface (SAP GUI) or in the browser. This example explains how to create an appraisal document in the browser.

Prerequisites

To create an objective setting agreement, the following prerequisites must be fulfilled:

·         Your system administrator or HR administration has created a suitable appraisal template in the appraisal catalog. The appraisal template has the status Released. This means that you can use the template to create an appraisal document.

·         Those participating in the appraisal process, that is the manager and the employee, have been provided with a link via workflow that allows them to access the document in the browser and edit it.

Process Flow

1.       Log on to the browser.

2.       Choose the template you require (Performance Feedback) from input help, and choose Create.

3.       Enter the necessary header data for the template in the relevant fields:

§         In the Appraiser and Appraisee fields, select the names of the required particpants from input help.

§         Specify an alternative validity period for the objective setting agreement, if necessary.

4.       Choose End Preparation.
The Specify Strategic Objectives dialog box is opened automatically if mySAP SEM is integrated.

5.       Select the relevant entries in the dialog box and transfer them.

6.       The objective setting document is created and obtains the status In Planning.

Result

You have created the header data for the performance feedback and thereby prepared the appraisal document for the appraisal process.

Participants in the appraisal process can then enter objectives in the appraisal document.

 

 

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