Purpose

To perform an appraisal process, you must prepare appraisal documents for productive use that are based on a released appraisal template.

Transaction Prepare Appraisal Documents (PHAP_PREPARE_PA) enables you to prepare multiple appraisal documents simultaneously. You can choose between the following processes:

Preparing Appraisal Documents Using Wizard

The wizard enables you to prepare appraisal documents for different appraiser/appraisee combinations (such as manager appraises employee or employee appraises course).

Call the Prepare Appraisal Documents transaction.

Click on the Prepare Appraisal Documents with Template, Apper, Appee link.

The wizard is started and it guides you through all the steps you need to prepare appraisal documents with the appropriate appraiser/appraisee combinations.

Prepare appraisal documents using organizational units

This link enables you to prepare appraisal documents using your organizational units.

Click on the Prepare Appraisal Documents Using Organizational Units link.

In the Root Object ID field, choose an organizational unit from input help and transfer it.

In the Appraisal Template field, choose the appraisal template you want to use from input help.

Enter a start and end date for the validity period.

Select the Test Run checkbox if you want to create appraisal documents in test mode. In this case, no appraisal documents are created in the database.

Choose Execute.

Prepare appraisal documents with restricted templates

This link includes the following options:

You can restrict the selection of appraisal templates, for example, to include particular employee groups only If you know which employees you are preparing appraisal documents for, you can use an employee attribute such as an employee's Job to restrict the number of appraisal templates offered for selection.

You can, for example, restrict the selection of employees depending on the appraisal template. If you do not know which employee you are preparing the appraisal document for, the appraisal template is offered first. Input help restricts the employees available for selection to include only those employees who, on account of their employee attributes, can be considered for the appraisal template.

Click on the Prepare Appraisal Documents Using Restricted Templates link.

Select the required organizational unit from input help for the Root Object field. Transfer this organizational unit.

Select the appraisal template you require.

Maintain the relevant validity period.

Select the Test Run checkbox if you want to create appraisal documents in test mode. In this case, no appraisal documents are created in the database.

Choose Execute.

Result

You have prepared the appraisal documents you require for the appraisal process.

Before you can perform the appraisal process, you must first create the appraisal documents you require.