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Edit Form of
Appraisal
In this step, you define forms of
appraisal.
A form of appraisal contains information
on
- The name of the appraisers and appraisees (or
objects appraised)
- Object types that are allowed as appraisers
and appraisees (or objects appraised)
- Evaluations paths to create to-do lists for
groups of objects (optional)
Example
By specifying an evaluation path, you can determine all the attendees of a
business event, and prepare the appropriate business event
appraisals.
When you create a form of appraisal to be used
with the appraisal type anonymous individual
appraisal or anonymous multisource
appraisal, make sure that the role name of the appraisers does
not reveal their identity.
The forms of appraisal are also taken into
account in the workflow Approving and Following Up an Appraisal
(WS 10000105). The form of appraisal linked to the appraisal
model on which the appraisal is based determines whether or not the approval
process is triggered for the appraisal. For more information, refer to the SAP
Library (HR - Human Resources -> PA - Personnel Management
-> Personnel Development -> Workflow Scenarios om Personnel Development
(PA-PD) -> Approving and Following Up an Appraisal
(PA-PD).
Example
1
| Form of appraisal |
Appraisers |
Appraisees |
| Personnel appraisal |
Supervisors |
Employees |
Possible Combinations
| Appraisers |
Appraisees |
| P |
P |
| US |
P |
| P |
US |
| US |
US |
The settings in the example above would result
in the following:
- Appraisers and appraisees must be of the
object type Person or
User
- Object selection for appraisers and appraisees
is restricted to objects of the object types Person
and User
- In the appraisal, the appraisers are referred
to as Supervisors, and the appraisees as Employees
Note
If you select the object type User, the system
proposes the current user as the appraiser when you create an
appraisal.
Example
2
| Form of appraisal |
Appraisers |
Appraisees |
| Business event appraisal |
Attendees |
Business event |
Allowed combinations
| Appraisers |
Appraisees |
| P |
E |
| US |
E |
The settings in the example above would result
in the following:
- Appraisers must be of the object type
Person or User, and appraisees of
the object type Business event
- Object selection for appraisers is restricted
to objects of the object types Person and
User, and to objects of the object type Business
event for appraisees
- In the appraisal, the appraisers are referred
to as Attendees, and the appraised objects as
Business events
'To-Do' Lists
A 'to-do' list enables you to draw up a list of
objects for which you need to prepare appraisals. You can decide whether you
specify an
object that you want to appraise, and then look
for suitable appraisers, or whether you specify an appraiser, and look for
objects to appraise.
You can restrict the number of objects selected
using the following criteria (and applies to all object types in the form of
appraisal):
Note
Since the selection ID can theoretically contain an evaluation path, make sure
that you have specified either an evaluation path or a selection ID. If you
specify both by mistake, the system uses the selection ID.
For more information on evaluation paths, refer
to the IMG step
Maintain Evaluation Paths. For more information on selection IDs,
refer to
Selection IDs. For more information on 'to-do' lists, refer to
the SAP Library (Human Resources -> Personnel Management ->
Personnel Development -> Appraisal Systems -> Appraisal Creation ->
Preparation of an Appraisal -> 'To-Do List
Creation).
Prerequisites
- You must have created the object types in
question.
Activities
1. Choose
Edit -> New entries in the Change
View "HR-PD Form of Appraisal": Overview screen.
The New
Entries: Overview of Added Entries screen appears.
2. In the
Form of appraisal ID field, enter a unique numeric
ID for the form of appraisal.
3. In the
Form of appraisal field, enter a name for the form
of appraisal.
4. In the
Appraiser field, enter the name to be used for the
appraisers on the appraisal (e.g. 'Supervisors').
5. In the
Appraisee field, enter the name to be used for the
appraisees (or appraised objects) on the appraisal (e.g.
'Employees').
6. Choose
Enter.
7. Select the
form of appraisal, and choose -->Possible
Combinations.
The
Change View "Possible Combinations (Form of Appraisal)":
Overview screen appears.
1. Choose
Edit -> New entries.
2. In the
Appraiser field, enter the object types that are to
be allowed as appraisers.
3. In the
Appraisee field, enter the object types that are to
be allowed as appraisees.
4. If required,
specify an evaluation path or selection ID. Use the Evaluation
path 1 or Selection ID 1 field to
select appraisees for an appraiser, or the Evaluation path
2 or Selection ID 2 field to select
appraisers for appraisees.
5. Choose
Enter.
6. Save the
form of appraisal.