Ex.: Creating an Objective Setting Agreement and Appraisal Doc.

Purpose

The following describes how to create an objective setting agreement and create an appraisal document in Performance Management using the template Example: Performance Feedback .

The manager or employee can be responsible for editing the objective setting document.

Prerequisites

Before you can edit an appraisal document, a suitable appraisal template on which you can base the appraisal document must have been created in the appraisal catalog.

To display the Balanced Scorecard and determine the appraisee’s qualifications profile, the SAP Strategic Enterprise Management (SAP SEM) component must be integrated in your system.

Process Flow

The process is divided into the following steps:

  • Create the appraisal document Objective Setting

  • Edit goals in the appraisal document

    Depending on your application’s degree of integration, you can have the following options:

    • Display the Balanced Scorecard and add strategic objectives from the Balanced Scorecard to the objective setting agreement.

    • Add qualifications to the objective setting agreement.

  • Perform (part) appraisal

  • Complete appraisal

Result

You have performed the individual steps for the objective setting agreement and appraisal document.