Appraisal Template 
Definition
An appraisal template forms the basis for appraisal documents. In the appraisal template you depict all fundamental business prerequisites characteristic of the appraisal process.
Use
An appraisal template is always assigned below a category in the hierarchical structure of the appraisal catalog. You can create various appraisal templates below a category and thereby create different templates for appraisal documents.
You can create different templates for employees in management positions and
for salaried employees for the Performance Feedback appraisal process. This
enables you to specify different objectives or weightings for each of these
employee groups.
Status management exists for each appraisal template. After the appraisal template has been edited, the template must be released using status management. The appraisal template is only available as a template for productive use after you have released it.
After a template has been released, it cannot be changed unless the status is reset. However, you can only reset the status if no appraisal documents have been created in the system that are based on this appraisal template. Otherwise, the references between the individual appraisal elements are destroyed.
You can use status management to archive appraisal templates that are
no longer used. You cannot delete these appraisal templates. Archiving these
appraisal templates ensures that the references between objects are retained
and you can compare completed appraisal documents with current appraisal
documents.
For more information, see Administrator
Functions.
Structure
The following options are available for creating templates in the SAP standard system:
·
Using example templates (performance
feedback, objective setting agreement)
Example templates contain default criteria groups and criteria in which you
can enter user-defined objectives.
·
Create template using
wizard
The wizard enables you to configure an appraisal template
quickly.
·
By uploading templates from other
SAP systems
You can upload appraisal templates you already use from other SAP systems.
·
By creating templates manually
When you create templates manually, you create a new template from scratch.
You create
all the criteria groups and criteria you require in a structure and edit the
relevant attributes.
Each appraisal template can contain the following elements:
·
Template
Each appraisal template includes header data that consists of the name of the
template and the corresponding category.
·
Criteria Group
Element in the appraisal catalog you can use as a structure node under which
you can group individual criteria.
·
Criterion
Lowest-level element in the appraisal catalog.
You enter the attributes of appraisal templates, criteria groups, and criteria when you process the tab pages.
For further information, see: