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Edit Form of Appraisal

In this step, you define forms of appraisal.

A form of appraisal contains information on

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:

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:

'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

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.