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A structure element in the appraisal catalog in which you can group templates.

Categories are organized below the category group in the hierarchy.


Categories are used to create different appraisal templates that are tailored to suit the individual appraisal processes.

The SAP standard system includes the following example categories for Performance Management :

  • Standard appraisal

  • Objective setting

  • 360° appraisal

  • Reference

  • Checklist

When you create a category, the SAP system offers you different attributes for processing on tab pages. The system displays the relevant tab pages automatically depending on the category you selected.

Caution Caution

After you have created an appraisal template, you can no longer delete the settings on the tab pages for the category since this would create inconsistencies. However, you can add further entries.

End of the caution.


The header data of a category always includes the name of the higher-level category group and the name of the category. You can overwrite the name of the category after it has been created.

You make settings that are valid for the whole category on the tab pages that are shown. In particular, you specifiy the availability of selectable values at template level.

The following tab pages are available:

  • Person Authorized

    On this tab page, you specify which appraisal role is allowed for the appraisal templates of a particular category. You also specify the relationships between roles and objects by assigning an object type to a role. SAP recommends you only assign one object type to a role.

    You can overwrite the text name for the individual roles and for the Validity Period field, if you want to use your own enterprise-specific names.

    Example: you replace the name Appraiser with Manager.

  • Columns

    On this tab page, you specify the columns that can be used in the appraisal template. SAP delivers predefined columns. You can define any additional columns in the context menu, under Start of the navigation path Basic Settings Next navigation step Columns. End of the navigation path

  • Roles

    On this tab page, you can specify which roles can be selected in the appraisal templates of this category.

    Roles are used to assign different authorizations, such as display and edit, for different elements in part appraisals. Defining access authorizations for the individual appraisal criteria enables you to dictate which appraisal criteria managers can display and which employees can display within the same appraisal template.

    Comment: There is no relation between the roles in the Performance Management ( Objective Setting and Appraisals ) component and the role concept delivered by SAP.

  • Value Lists

    On this tab page, you can specify which value lists can be selected in the appraisal templates of this category.

  • Enhancements

    On this tab page, you specify which Business Add-Ins (BAdIs) can be selected in the appraisal template.

    Fixed and free enhancements allow you to use different types of value determination or relationships (such as the Balanced Scorecard).

  • Status Change

    On this tab page, you define the following properties for the category:

    • The statuses that can be selected in this category.

    • Which participants are permitted to perform a status change.

    • Which workflow events can be integrated.

      Note Note

      If the elements available for selection on the individual tab pages do not fulfill your requirements, you can add further entries using the context menu.

      To make changes, position your cursor in the menu on the Category Group/Category/Template node and in the context menu, choose Basic Settings or Value Lists.

      Note that the SAP basic settings must be available to ensure that the application functions correctly.

      End of the note.