Performance Values and Potential Values in the Talent Review Meeting: Talents with Invalid Performance Assessment/Potential Assessment

If, in talent review meetings, you include talents in the calibration grid that did not previously have a valid performance assessment and/or potential assessment, in the background, the system creates records for the infotypes Performance (7409) and Potential (7408). If you then move the talents in the calibration grid, the system changes these infotype records.

Features

Generally the system proceeds as described under Performance Values and Potential Values in the Talent Review Meeting.
The system uses the following date specifications for the infotype records:
- Standard processes for performance assessments and potential assessments
  If you implement the standard processes for the performance assessments and potential assessments, the system uses the validity periods defined for these processes in Customizing for Talent Management and Talent Development under Talent Assessment Define Process Periods and Groupings .
  Note
  The following processes are the standard processes:
  Performance Management (PMP)
  Potential (POT)
  End of the note.
- Customer processes for performance assessments and potential assessments
  If you implement customer processes for the performance assessments and potential assessments, the system uses the periods defined in Customizing for Talent Management and Talent Development under Basic Settings Analysis Periods for Performance and Potential Values . It proceeds as follows:
  - The system uses the key date of the current analysis period as the valid-to date of the infotype record.
  - The system uses the day after the key date of the previous analysis period as the valid-from date of the infotype record.
  Note
  The implementation of customer processes means that there is no entry for the standard processes PMP and POT in Customizing under Define Process Periods and Groupings.
  
  End of the note.
  
  Recommendation
  In this case, we recommend that you create analysis periods for which the key date is at the end of each analysis period.
  
  End of the recommendation.
In detail, the system proceeds as follows to define the valid-from and valid-to date of the infotype records:
- Infotype Potential
  For records of the Potential infotype, the system uses the following date specifications:
  - If you implement the standard process POT, the system uses the validity period specified for this process for the records of the Potential infotype.
  - If you also implement the standard process PMP for potential assessments, the system uses the validity period specified in Customizing for this process for the records of the Potential infotype.
  - If you implement a customer process, the system uses the analysis periods defined in Customizing for potential values for the records of the Potential infotype. It proceeds as described above.
- Infotype Performance
  For records of the Performance infotype, the system uses the following date specifications:
  - If you implement the standard process PMP, the system uses the validity period specified for this process for the records of the Performance infotype.
  - If you implement a customer process, the system uses the analysis periods defined in Customizing for performance values for the records of the Performance infotype. It proceeds as described above.
If you return talents that you moved from the Open Assessments screen area to the calibration grid to the Open Assessments screen area, the system restores the original status. This means that it deletes the newly created infotype records.

Example

Example 1: Standard Processes, Annual Cycle for Performance Assessments and Potential Assessments

You implement the standard processes for performance assessments and potential assessments. In Customizing, the following validity periods are defined under Define Process Periods and Groupings:

Process ID	Valid From	Valid Until
PMP	01/01/2010	12/31/2010
POT	01/01/2010	12/31/2010

You conduct a talent review meeting on March 5, 2010. In the talent review meeting, you specify performance values and potential values for a talent for whom there was no valid performance assessment or potential assessment before the talent review meeting.

The system therefore creates the following infotype records:

Infotype Performance
- Valid from: January 1, 2010
- Valid to: December 31, 2010
Infotype Potential
- Valid from: January 1, 2010
- Valid to: December 31, 2010

Example 2: Customer Processes, Annual Frequency for Performance Assessments, Semiannual Frequency for Potential Assessments

You implement customer processes for performance assessments and potential assessments.

In Customizing, under Make Settings for Analysis Periods, you create the group of analysis periods Z_YEAR with the following analysis periods:

Analysis Period	Start Date	End Date	Key Date for Performance	Key Date for Potential
Z_PPHALFY1	January 1	June 30	December 31 of previous year	June 30 of current year
Z_PPHALFY2	July 1	December 31	December 31 of previous year	December 31 of current year

The system therefore creates the following infotype records:

Infotype Performance
- Valid from: January 1, 2009
  Calculation
  - Previous analysis period = Z_PPHALFY2 for 2009 = July 1 - December 31, 2009
  - Key date of the previous analysis period = December 31 of the previous year = December 31, 2008
  - December 31, 2008 plus 1 day = January 1, 2009
- Valid to: December 31, 2009
  Calculation
  - Current analysis period = Z_PPHALFY1 for 2010 = January 1 - June 30, 2010
  - Key date of the current analysis period = December 31 of the previous year = December 31, 2009
Infotype Potential
- Valid from: January 1, 2010
  Calculation
  - Previous analysis period = Z_PPHALFY2 for 2009 = July 1 - December 31, 2009
  - Key date of the previous analysis period = December 31 of the year that contains the analysis period = December 31, 2009
  - December 31, 2009 plus 1 day = January 1, 2010
- Valid to: June 30, 2010
  Calculation
  - Current analysis period = Z_PPHALFY1 for 2010 = January 1 - June 30, 2010
  - Key date of the current analysis period = June 30 of the year that contains the analysis period = June 30, 2010