Create Appraisal Document for Part Appraisal 

Use

If you want to create an appraisal document for a part appraisal, you proceed as follows:

·        You enter the header data for the appraisal document, that is you define the persons participating in the appraisal process and the validity period.

·        You add individual objectives for the employee.

·        You add any attachments to the appraisal document.

·        You end preparation of the appraisal document.

Appraisers or appraisees can create an appraisal document using the Create Appraisal Document transaction. You can change an appraisal process by assigning different properties to part appraisers (see point 5).

Enter Header Data in the Appraisal Document

...

       1.      Access the Create Appraisal Document transaction (PHAP_CREATE).
Your user name is proposed as the appraiser but, if necessary, you can overwrite this value.

       2.      In the Appraisee field, enter the name of the person who is to be appraised.

       3.      Select the Define Part Appraiser pushbutton next to the Part Appraiser field.
The Part Appraiser Selection dialog box is displayed and your user name is proposed in the Part Appraiser field.

       4.      If necessary, select any further part appraisers by selecting from the input help the name of a part appraiser you want to include in the appraisal process.
When you confirm your entries by choosing the Enter button, the name is transferred to the main text in the dialog box.

       5.      If required, define properties for each part appraiser by choosing between the following options:

                            a.      Mandatory Appraisal
If you want to ensure that the appraisal document must be processed by all participants before it can be closed by the manager, for example, you must flag the part appraisers involved in the process as mandatory. The appraisal document can only be accessed by the appraiser after all part appraisals have been completed.

                            b.      Seq. Part Appraisers
By assigning a sequence number, you can define the sequence in which the appraisals are to be performed.

                            c.      Role ID
You can use the input help to choose a role to assign to the part appraiser. This role is in relation to the appraisee (for example, manager, co-worker).

                            d.      Weighting
In this field you can define that the appraisals performed by certain appraisers have a different weighting.

                            e.      Validity Dates
In the date fields you can determine the period during which the appraisal must be performed.

·        Repeat this procedure for all part appraisers who are participating in the appraisal process.

       6.      Transfer your entries.
The dialog box is closed and the number of part appraisers is displayed in the Part Appraiser field.

       7.      Store a validity period for the appraisal process.

Add Objectives

       8.      Choose the Add Objectives pushbutton.
The system opens a dialog box in which you

       9.      Choose the individual objectives you require for the appraisee by selecting the relevant entries.

   10.      Transfer the objectives.
The dialog box is closed.

Add Attachments

If the necessary authorizations have been stored for your system user, you can use the Add Attachments pushbutton to upload files and add these as an attachment to the appraisal document.

End Preparation.

The End Preparation pushbutton enables you to make the appraisal document available for processing by the participants of the appraisal process.
The status of the appraisal document changes from In Planning to In Process.

 

Result

You have created an appraisal document for a part appraisal process. In defining part appraisers you can control different aspects of the appraisal process.

If a part appraisal that has been flagged as mandatory has not been performed and the appraisal process cannot be completed as a result, system administration can delete the Mandatory Part Appraisal flag.