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Function documentationPerformance Values and Potential Values: Manager Assessment

 

Before talent review meetings take place, managers assess the performance and potential of their employees. These performance values and potential values are transferred as default values to the talent review meeting in which the employee is discussed as a talent. During the talent review meeting, the employee is displayed in the box of the calibration grid that corresponds to these values.

Depending on how you assess employees in your enterprise, the managers can use the following applications for the performance assessment and potential assessment:

  • Talent assessment with predefined Performance Management process and talent assessment document

  • Employee assessment with flexible appraisal processes

For more information, see Assessment of Employees and Calibration Process for Employee Assessments.

Features

Talent Assessment

  • Managers use an appraisal document for performance to appraise the performance of their employees.

    For more information, see Predefined Performance Management Process.

  • Managers use a talent assessment document to evaluate the potential of their employees.

    For more information, see Talent Assessment.

  • The system stores these values in the infotypes Performance (7409) and Potential (7408). It proceeds as follows:

    • If managers save the document only, the system does not create an infotype record.

    • If managers complete the document, the system creates an infotype record with the status Nominated.

      This infotype record is always retained and is not overwritten by a deviating evaluation that may be made by the participants of a talent review meeting.

    • The system uses the validity period of the document as the validity period for the infotype records.

      The validity period of the document is derived from the validity period of the underlying form. You specify the validity periods of the forms in Customizing for Talent Management and Talent Development under Start of the navigation path Assessment of Employees Next navigation step Talent Assessment Next navigation step Define Process Periods and Groupings End of the navigation path.

  • If multiple performance assessments or potential assessments exist for an employee in an appraisal period, the standard SAP system calculates the arithmetic average of these values. This happens in the following situations:

    • The employee is in concurrent employment and therefore has more than one superior.

    • The employee changed position within the appraisal period.

    If you want to calculate the mean value differently to the default calculation, you need to create an implementation of the Business Add-In (BAdI) Calculation of Mean Value for Appraisal Elements (HRTMC_ASSESSMENT_AVERAGE). For the BAdI, see Customizing for Talent Management and Talent Development, and choose Basic Settings.

Employee Assessment

  • Managers use an appraisal document that is based on a flexible appraisal process to appraise the Performance and the Potential of their employees.

    Depending on how you have defined the process, managers either use one appraisal document for both assessments or different appraisal documents.

    For more information, see Employee Assessment with Flexible Appraisal Processes.

  • The system stores these values in the infotypes Performance (7409) and Potential (7408). It proceeds as follows:

    • If managers save the document only, the system does not create an infotype record.

    • If managers set the document to the status In Talent Review Meeting, the system creates an infotype record with the status Nominated.

      There is always one infotype record with the assessment made by one or more managers. If multiple performance assessments or potential assessments exist for an employee in an appraisal period, the system calculates the arithmetic average of these values and stores this value in the infotype record.

      Additionally, the assessments of all managers are stored in the table part of the infotype.

      For example, an assessment is made by more than one manager in the following cases:

      • The employee is in concurrent employment and therefore has more than one superior.

      • The employee changed position within the appraisal period.

    • The system uses the validity period of the document as the validity period for the infotype records.

      The validity period of the document is derived from the validity period of the underlying form. You define the validitiy periods for the templates in Customizing for Personnel Management under Start of the navigation path Personnel Development Next navigation step Objective Setting and Appraisals Next navigation step Edit Templates End of the navigation path.