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Function documentation Employee Performance Locate the document in its SAP Library structure

Use

You can use this function together with information in the performance document and in the executed workload (EWL) assigned to the performance document to calculate, save, and forward performance-related amounts to a connected HR system.

If you have connected the Extended Warehouse Management (EWM) system to an SAP ERP HR system (Rel. 4.6C or higher), you can transfer the performance document amount to the HR system as an external wage component.

Integration

To be able to compare the actual execution duration with the labor time of the employee properly, you have to implement BAdI /SCWM/EX_LM_BASICS_TIMEAVS in enhancement spot /SCWM/ES_LM_BASICS_TIMEAVS. The implementation must determine the labor time of the employee (processor) for the given evaluation interval. If you have connected an SAP ERP HR system (Rel. 4.6C or higher), and are using Personnel Time Management there, you can use enhancement implementation /SCWM/ESI_LM_BASICS_TIMEAVS to determine the labor time.

If you want to transfer the performance document amount to a connected SAP ERP HR system (Rel. 4.6C and higher) as an external wage component, you must have already maintained the interface for External Wage Components in Customizing for the HR system. 

Prerequisites

      You have set up and activated Labor Management.

      You have created indirect labor tasks for effort times that are not recorded directly in the system.

      To be able to draw conclusions for employee performance from the performance document, an executed workload must exist for every task associated with effort time.

      You have implemented engineered labor standards to enable you to compare planned and actual execution durations properly.

Performance-Document-Relevant Settings in the EWM System

       1.      Define the internal number range interval for the performance document in Customizing for EWM, under Labor Management ® Define Number Range for Performance Document.

       2.      Define the HR systems that are relevant for the employees in Customizing for SCM Basis, under Master Data ® Resource ® Processor. If you have connected an SAP ERP HR system (Rel. 4.6C and higher), you have defined the corresponding logical system, number range interval for the performance document, and the version of the HR system.

       3.      To be able to forward the performance document amount to the SAP ERP HR system, you must enter the origin. This must match the ID of the application in the interface for External Wage Components in Customizing for the HR system.

       4.      You must also specify the wage types and currency that were permitted in the SAP ERP HR system for the interface when considering the application ID and the country grouping.

       5.      If you have not connected an HR system but still want to evaluate the performance of your employees, you must define a dummy system so that you can then assign a number range interval.

Master Data Settings in SCM Basis

You define the following fields in the processor master data:

      You specify the HR system that is relevant for the employee in the business partner, under LM Attributes in the field HR Bus. System.

      If you have connected an SAP ERP HR system, you must also specify the personnel number of the employee on the Identification tab page.

      Define a supply chain unit (SCU) for the Home Location under LM Attributes. This SCU must be the same as the SCU in which the processor is mainly active. The SCU defines the time zone for the evaluation intervals of the performance document.

Features

You call the function from the SAP Easy Access screen, by choosing Extended Warehouse Management ® Labor Management ® Employee Performance ® Employee Performance Overview.

The performance overview lists the following:

      Performance documents of the processor in the selected display interval

      Cumulative, assigned, and executed workload data of the performance document

      Dialog box allowing you to display the individual cumulative workload records

Processor in the Business Partner  

You create a performance document for a processor.

In the master data for the business partner, you must have specified an HR system for the processor on the LM Attributes tab page, to determine a document number.

If you have connected an SAP ERP HR system, you must also specify the personnel number of the employee on the Identification tab page.

Define a supply chain unit (SCU) for the Home Location under LM Attributes. This SCU must be the same as the SCU in which the processor is mainly active. The SCU defines the time zone that the system uses to interpret the evaluation intervals for the employee's performance document.

Restriction When Changing the Performance Document

The performance document contains the cumulative planned and actual execution durations of the assigned executed workload (EWL). The assignment of the EWL to the performance document is based on the processor and on the end of the execution date of the EWL, which lies within the evaluation interval of the performance document. If the evaluation interval of the performance document lies in the future, you cannot create any more additional EWLs.

If the evaluation interval of the performance document does not lie in the future, or if the performance document has status Created, Deleted, or Manually Deleted in display mode, this restriction does not apply.

If a performance document has the status Created in change mode, or if it has the status For Approval, Transferred, Transferred Manually, or To Delete, you cannot create an EWL and assign it to the performance document. If you still attempt to confirm an original document that generates an EWL that conflicts with an existing performance document time-wise, an error message is displayed. This restriction also applies if you change the EWL directly in the warehouse management monitor.  

Recommendation

We recommend that you only create a performance document for evaluation intervals in the past. A performance document must only be given the status For Approval, if no further EWL falling within the evaluation interval of the performance document is going to be generated. 

BAdI for Available Time

To be able to compare the actual execution duration with the labor time properly, you have to implement BAdI /SCWM/EX_LM_BASICS_TIMEAVS in enhancement spot /SCWM/ES_LM_BASICS_TIMEAVS. The implementation must determine the labor time of the employee (processor) for the given evaluation interval. If you have connected an SAP ERP HR system (Rel. 4.6C or higher), and are using Personnel Time Management there, you can use enhancement implementation /SCWM/ESI_LM_BASICS_TIMEAVS to determine the labor time.

BAdI for Calculating the Amount

If you want to calculate a performance-related amount for the performance document, you must implement BAdI /SCWM/EX_LM_BASICS_EPD_AMCALC in enhancement spot /SCWM/ES_LM_BASICS_EPD. The BAdI provides you with the information from the performance document and the assigned executed workload. You can also record or overwrite the amount in the performance document manually.

Authorization Concept

You can use authorization object /SCMB/LMPD to record, change, display, and delete performance documents. You can use the Status field when making changes to see whether this is possible in the current processing level, thereby realizing an approval process.  

Check

When creating a performance document for an employee, the system checks whether a gap in time or an overlap of the evaluation time period with existing performance documents exists. The system issues a warning.

Archiving

You can archive performance documents using archiving object WME_EPD.

Activities

      For the performance document to reflect the performance of an employee (processor) as precisely as possible, you must activate Labor Management for all process steps that bring about time effort for an employee.

      If you are unable to record the time effort for processing a task when processing an original document, you must record the effort in an indirect labor task.

      Depending on the system landscape, you can make the settings described under Integration. In an optimal integration setup, you can specify the labor time of an employee in a performance document from a time management system, and transfer a performance bonus to an HR system.

      To enable a fair valuation of the employee performance, you must have implemented engineered labor standards, and have adjusted any storage parameters relevant for engineered labor standards that you have made changes to.

      If you want to calculate a performance-related amount for the performance document, you must implement BAdI /SCWM/EX_LM_BASICS_EPD_AMCALC in enhancement spot /SCWM/ES_LM_BASICS_EPD. The BAdI provides you with the information from the performance document and the assigned executed workload. You can also record or overwrite the amount in the performance document manually.

 Example

       1.      In the middle of the current month, the group leader in the warehouse creates a performance document for each employee assigned to him or her, with the evaluation period of the last month.

       2.      The system reads the assigned EWL in the performance document for each employee. It copies the planned and actual execution durations into the performance document. The labor time of the employee is also displayed in the performance document, as the system reads the data from the time management system in the BAdI implementation for available time.

       3.      The group leader manually adjusts the time in the performance document of an employee, as this employee was not able to execute his or her tasks optimally due to a defect resource.

       4.      The group leader then calculates an amount for the newly created performance documents. He or she enters the validity date of the performance document, selects a wage type for sending the information to an SAP HR system, and sets the status of the documents to For Approval.

       5.      The warehouse manager checks these new performance documents promptly, and sets their status to Approved. By starting the transmission program, the system transfers the amounts for all approved documents into the SAP HR system.

In the HR system, the system considers these amounts as external wage components for payroll.

 

 

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