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 Preparations and Customizing (PA-PD)

Once you have carried out general customizing, which ensures that the Workflow System functions correctly, you need to customize the workflow template itself.

Note Note

The information below is irrelevant if the workflow is only used for following up appraisals (that is, there is no approval process). Please note that the follow-up activities to be carried out and the way in which they are to be processed is determined by the appraisal model on which the appraisal in question is based. You define forms of appraisal in Customizing for Personnel Development under Start of the navigation path Appraisal Systems Next navigation step Edit Appraisals Catalog End of the navigation path .

End of the note.

Prerequisites

You have completed general Customizing for the SAP Business Workflow system.

Customizing the Workflow Definition

  • In the workflow definition for workflow template WS01000105 ( Appraisal ) , you specify which form of appraisal triggers which sub-workflow. You define forms of appraisal in Customizing for Personnel Development (step: Start of the navigation path Appraisal Systems Next navigation step Edit Form of Appraisal End of the navigation path ). There are no standard entries for forms of appraisal. Workflow template WS01000108 ( Appraisal for Employee ) is only intended as an example, and has not been linked to any form of appraisal.

This also means that you will have to use the Workflow Builder to customize the workflow definition of workflow template WS01000105 in the step entitled Form of appraisal .

You must add a new step to the multiple condition Form of appraisal for each form of appraisal for which you to use the approval workflow. The reference is derived from the ID of the form of appraisal. You can use the existing template to copy from.

  • Depending on the way in which the approval workflow is to used (that is, which appraisal models are to be used), you might have to change the roles for standard tasks TS 1000169 ( Approve decision ) and TS 1200195 (Change and Complete Appraisal).

  • Make sure that you are allowed to reset the status to In process for all of the appraisal models used in the approval process. If you do not, the entire workflow will be ended when the appraisal is rejected. You make these settings in Customizing for Personnel Development under Start of the navigation path Appraisal Systems Next navigation step Edit Appraisals Catalog End of the navigation path .