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EHP5 for SAP ERP 6.

0
September 2011
English
Employee Performance
Management (584)
SAP AG
Dietmar-Hopp-Allee 16
610 !all"orf
German#
$%siness Pro&ess Do&%mentation
SAP Best Practices Employee Performance Management (584)' $PD
Copyright
( 2011 SAP AG. All rights reser)e".
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SAP Best Practices Employee Performance Management (584)' $PD
Icons
Icon Meaning
2a%tion
E,ample
*ote
Re&ommen"ation
S#nta,
E,ternal Pro&ess
$%siness Pro&ess Alternati)e6De&ision 2hoi&e
Typographic Conventions
Type Style Description
Example text !or"s or &hara&ters that appear on the s&reen. -hese in&l%"e fiel" names0
s&reen titles0 p%shb%ttons as +ell as men% names0 paths0 an" options.
2ross-referen&es to other "o&%mentation.
Eample
tet
Emphasi5e" +or"s or phrases in bo"# te,t0 titles of graphi&s an" tables.
E<A/P=E
-E<-
*ames of elements in the s#stem. -hese in&l%"e report names0 program
names0 transa&tion &o"es0 table names0 an" in"i)i"%al .e# +or"s of a
programming lang%age0 +hen s%rro%n"e" b# bo"# te,t0 for e,ample0 SE=E2-
an" 3*2=4DE.
Example
text
S&reen o%tp%t. -his in&l%"es file an" "ire&tor# names an" their paths0
messages0 so%r&e &o"e0 names of )ariables an" parameters as +ell as names
of installation0 %pgra"e0 an" "atabase tools.
EXAMPLE TEXT
Ee#s on the .e#boar"0 for e,ample0 f%n&tion .e#s Bs%&h as F2D or the ENTER .e#.
Example
text
E,a&t %ser entr#. -hese are +or"s or &hara&ters that #o% enter in the s#stem
e,a&tl# as the# appear in the "o&%mentation.
<Example
text>
7ariable %ser entr#. Pointe" bra&.ets in"i&ate that #o% repla&e these +or"s an"
&hara&ters +ith appropriate entries.
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SAP Best Practices Employee Performance Management (584)' $PD
Contents
Emplo#ee Performan&e /anagement B5F9D....................................................................................... 5
1 P%rpose ........................................................................................................................................... 5
2 PrereG%isites..................................................................................................................................... 5
2.1 Roles.......................................................................................................................................... 5
2.2 /aster Data an" 1rgani5ational Data........................................................................................ 6
2.8 Preliminar# Steps....................................................................................................................... 6
2.8.1 /aintain 2omm%ni&ation 3nfot#pe B0105D............................................................................ 6
8 Pro&ess ;lo+.................................................................................................................................... F
9 Pro&ess Steps................................................................................................................................. 11
9.1 2reate an" 2as&a"e -eam Goals............................................................................................ 11
9.2 Assign 3n"i)i"%al Goals for Emplo#ee ..................................................................................... 12
9.8 Set 3n"i)i"%al Goals BEmplo#eeD ............................................................................................. 19
9.9 Appro)e Goals B/anagerD ....................................................................................................... 15
9.5 Re)ie+ Goals Set b# 2orporate an" /anager.........................................................................16
9.6 Appro)e Goals BEmplo#eeD ..................................................................................................... 1H
9.H Re)ie+ Planne" Goals B/anager an" Emplo#eeD ...................................................................1H
9.F 2hange Goals if ne&essar# B/anager an" Emplo#eeD ............................................................1F
9. Appro)e Planne" Goals BEmplo#eeD ....................................................................................... 1F
9.10 Appro)e Planne" Goals B/anagerD ....................................................................................... 1
9.11 Assess -eam Goals B/anagerD ............................................................................................. 1
9.12 Do Self Appraisal of Performan&e BEmplo#eeD.......................................................................20
9.18 Appraise Emplo#eeIs Performan&e B/anagerD.......................................................................21
9.19 Re)ie+ Performan&e J /anager an" Emplo#ee ...................................................................22
9.15 2alibrate -eam Assessment ................................................................................................. 22
9.16 Set Do&%ment Stat%s for ;inal Appro)al................................................................................ 28
9.1H ;inal Appro)al of Do&%ment BE/P=1KEED............................................................................29
5 Appen"i, ........................................................................................................................................ 25
5.1 Re)ersal of Pro&ess Steps....................................................................................................... 25
5.2 Reporting.................................................................................................................................. 25
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SAP Best Practices Employee Performance Management (584)' $PD
Employee Performance Management (584)
! P"rpose
-his s&enario "eals +ith the performan&e management pro&ess0 +hi&h in&l%"es goal planning0 goal
tra&.ing0 performan&e appraisal Bb# both the emplo#ee an" the managerD an" performan&e
monitoring. -his s&enario is spe&ifi&all# inten"e" for %se thro%gh the SAP *et!ea)er $%siness
2lient B*!$2D onl#.
-here are fo%r phases to the pro&ess.
1. -he talent management spe&ialist &reates the templates in the s#stem0 establishes the
&orporate goals an" maintains the emplo#ee master "ata.
2. -he talent management spe&ialist plans the &orporate0 team an" in"i)i"%al goals an" the
appli&able metri&s for ratings.
8. -he emplo#ee an" the manager re)ie+ the goals to ma.e s%re the goals are realisti& an"
a&hie)able.
9. -he performan&e appraisal is &on"%&te" J the assessment of the a&t%al performan&e
against the planne" goals.
# Prere$"isites
#%! &oles
'se
-he follo+ing roles m%st ha)e alrea"# been installe" to test this s&enario in the SAP *et!ea)er
$%siness 2lient B*!$2D. -he roles in this $%siness Pro&ess Pro&e"%re m%st be assigne" to the
%ser or %sers testing this s&enario. -he A"ministrator BH2/D role is reG%ire" to e"it the master "ata
for the 3nfot#pe 0105 +hi&h is "es&ribe" in the ne,t steps.
-his s&enario reG%ires three test %sers to e,e&%te the tas.s of the /anager6Appraiser
an" t+o Emplo#ees6Appraisees. Ea&h of these %sers m%st be tie" to an emplo#ee
master "ata re&or" )ia the infot#pe 0105.
-he b%siness roles ha)e been assigne" to the %sers +ho are testing this s&enario.
("siness &ole Technical )ame Process Step
Appraisee
BEmplo#eeD
SAPL*$PRLAPPRA3SEELH2/LS All phases of the appraisal J
Planning0 Re)ie+ an" Appraisal
Appraiser
B/anagerD
SAPL*$PRLAPPRA3SERLH2/L/ All phases of the appraisal J
Planning0 Re)ie+ an" Appraisal
A"ministrator
BH2/D
SAPL*$PRLAD/3*LH2/L/ /aintain Emplo#ee /aster Data
3nfot#pes
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SAP Best Practices Employee Performance Management (584)' $PD
#%# Master Data an* +rgani,ational Data
Essential master an" organi5ational "ata +as &reate" in #o%r ERP s#stem in the implementation
phase0 s%&h as the "ata that refle&ts the organi5ational str%&t%re of #o%r &ompan# an" master "ata
that s%its its operational fo&%s. -his master "ata &onsists of stan"ar"i5e" SAP $est Pra&ti&es "efa%lt
)al%es0 an" enables #o% to go thro%gh the pro&ess steps of this s&enario.
/aster "ata nee"e" for this pro&ess in&l%"es the /anager6Appraiser an" the
Emplo#ees6Appraisees. -o e,e&%te the steps of the pro&ess0 %se the follo+ing "ata'
+rgani,ation 'nit Employee Personnel )o% &ole
H%man Reso%r&es Elmer A&aa& 0010060 /anager
=isa 2%lpepper 0010062 Emplo#ee
$r%&e Patterson 00100H8 Emplo#ee
#%- Preliminary Steps
#%-%! Maintain Comm"nication Infotype (.!.5)
'se
Emplo#ee information store" relates to )ario%s forms of &omm%ni&ation &onta&ts +ith the emplo#ee.
-his infot#pe re&or" stores information as referen&e p%rposes an" "oes not affe&t an# benefit0 time0
or pa#roll pro&essing.
Proce*"re
1. A&&ess the transa&tion &hoosing one of the follo+ing na)igation options'
+ption !/ S0P 1raphical 'ser Interface (S0P 1'I)
S0P ECC men" Human Resources  Personal Management Administration  HR
Master Data  Maintain
Transaction
co*e
PA30
+ption #/ S0P )et2eaver ("siness Client (S0P )2(C) via 3"siness role
("siness role A"ministrator BH2/D BSAPL*$PRLAD/3*LH2/L/D
("siness role
men"
Human Resources ® HR Master Data  Maintain HR Master Data
2. On the Personnel no. ield! enter the emplo"ee num#er rom the examples sho$n here
Employee Personnel )o% &ole
Elmer A&aa& 10060 /anager
=isa 2%lpepper 10062 Emplo#ee
$r%&e Patterson 100H8 Emplo#ee
8. 1n the 3nfot#pe fiel"0 enter 0105 B%ommunication& an" press the Enter .e#.
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SAP Best Practices Employee Performance Management (584)' $PD
9. 2hoose the %reate b%tton.
5. 1n the Su#t"pes or 'not"pe %ommunication "ialog bo,0 sele&t s%bt#pe 0001 an" &hoose
%ontinue.
6. 1n the %reate %ommunication ('not"pe )*)+& s&reen0 enter the follo+ing "ata'
4iel*
name
Description 'ser action an* val"es
Start Start "ate of ne+ re&or" Enter the start "ate of the ne+ re&or"
-o En" "ate of ne+ re&or" Enter the en" "ate of the +hen the "e"%&tion
from the emplo#eeIs pa# is to stop.
3f there is no en" "ate lea)e as 126816
-#pe -#pe of &omm%ni&ation
"e)i&e
Defa%lts from the s%bt#pe sele&tion
3D6*%mber 3"entifi&ation of the
&omm%ni&ation t#pe
Enter the appropriate S#stem %ser name BSK-
4*A/ED of the %ser +ho is "oing the testing
Assign one of the SK-4*A/Es to the managerIs
n%mber 10060 another SK-4*A/E to 100620
et&.
H. Sa)e #o%r entries. -he s#stem a&&epts the "ata an" &ompletes the ne+ re&or".
&es"lt
-he emplo#eeIs &omm%ni&ation re&or" is %p"ate".
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- Process 4lo5
Process step Eternal
process
reference
("siness
con*ition
("siness
role (not
technical
role for
(P)
Trans6
action
co*e
Epecte*
res"lts
2reate an"
2as&a"e
-eam Goals
-he manager
m%st &reate
team goals an"
&as&a"e them to
the team
/anager -eam goals are
"istrib%te" to
the performan&e
management
"atabase for all
members of the
team
Assign
3n"i)i"%al
Goals for
Emplo#ee
At the start of the
planning phase0
the manager
m%st set
in"i)i"%al goals
for the emplo#ee
/anager 3n"i)i"%al goals
for the
emplo#ee are
establishe"
Set 3n"i)i"%al
Goals
*ee" for
emplo#eeIs
&areer
"e)elopment
Emplo#ee Emplo#eeIs
personal short
an" long range
goals are set
Appro)e
Goals
Planne" goals
m%st be
appro)e" b# the
manager
/anager Planne" goals
are appro)e" b#
the manager
Re)ie+ Goals
Set b#
2orporate
an" /anager
Emplo#eeIs
personal short
an" long range
goals are set
an" m%st be
re)ie+e"
Emplo#ee Emplo#ee is
familiar +ith
&orporate goals0
&ore )al%es an"
goals set b#
/anager
Appro)e
Goals
Emplo#eeIs
personal short
an" long range
goals are set
an" m%st be
appro)e"
Emplo#ee Emplo#eeIs
personal short
an" long range
goals are
appro)e"
Re)ie+
Planne"
Goals
D%ring the
re)ie+ phase0
the planne"
goals m%st be
re)ie+e" b# the
emplo#ee an"
the manager
Emplo#ee0
/anager
Planne" goals
are re)ie+e"
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SAP Best Practices Employee Performance Management (584)' $PD
Process step Eternal
process
reference
("siness
con*ition
("siness
role (not
technical
role for
(P)
Trans6
action
co*e
Epecte*
res"lts
2hange
Goals if
*e&essar#
D%ring the
re)ie+ pro&ess0
the nee" to
ma.e
mo"ifi&ations to
the goals ma# be
i"entifie"
/anager Planne" goals
%p"ate"
Appro)e
Planne"
Goals
-he manager
m%st appro)e
the planne"
goals before the
emplo#ee &an
&lose the re)ie+
phase
/anager Planne" goals
are appro)e" b#
the manager
Appro)e
Planne"
Goals
-he emplo#ee
m%st appro)e
the planne"
goals to &lose
o%t the re)ie+
phase.
Emplo#ee Planne" goals
appro)e" b# the
emplo#ee an"
the re)ie+
phase is &lose"
Assess
-eam Goals
-he manager
m%st "o an
assessment of
the team goals
/anager -eam goals are
assesse"
Do Self
Appraisal of
Performan&e
-he emplo#ee
m%st "o a self
appraisal of
performan&e
against planne"
goals as part of
the appraisal
phase
Emplo#ee Self appraisal
&omplete" b#
the emplo#ee
Appraise
Emplo#eeIs
Performan&e
-he manager
m%st "o an
appraisal of the
emplo#eeIs
performan&e
against planne"
goals as part of
the appraisal
phase
/anager /anagerIs
assessment of
the emplo#eeIs
performan&e
&omplete"
Re)ie+
Performan&e
+ith
Emplo#ee
-he manager
an" the
emplo#ee m%st
meet to re)ie+
the appraisal
/anager0
Emplo#ee
Performan&e
re)ie+ meeting
&omplete"
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SAP Best Practices Employee Performance Management (584)' $PD
Process step Eternal
process
reference
("siness
con*ition
("siness
role (not
technical
role for
(P)
Trans6
action
co*e
Epecte*
res"lts
2alibrate
-eam
Assessment
-he manager
m%st ran. the
teamIs
performan&e
/anager -he team is
ran.e" b#
performan&e
le)el
Set
Do&%ment
Stat%s for
;inal
Appro)al
/anager m%st
appro)e the
appraisal
/anager Appraisal
appro)e" b# the
manager
;inal
Appro)al of
Do&%ment
Emplo#ee m%st
appro)e the
appraisal to en"
the pro&ess
Emplo#ee Appraisal
appro)e" b# the
emplo#eeM the
pro&ess en"s
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4 Process Steps
4%! Create an* Casca*e Team 1oals
'se
-he manager &reates an" &as&a"es team goals to emplo#ees +ithin their organi5ational hierar&h#.
Prere$"isites
-eam goals are "efine" b# manager.
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role /anager BH2/D BSAPL*$PRLAPPRA3SERLH2/L/D
("siness role men" Performan&e /anagement → Perormance Appraisal
2. 1n the Perormance Appraisal s&reen0 &hoose the ,eam -oals tab.
8. 1n the Edit ,eam -oals tab0 %n"er the ,eam -oals se&tion0 &hoose the Add goal b%tton.
9. 1n the "rop"o+n0 &hoose .e$ -oal.
5. /a.e the follo+ing entries'
4iel* )ame Description 'ser 0ction an* 7al"es Comment
,itle Pro"%&ti)it#
/alid 0rom 0160162011
/alid ,o 1268162011
Description 3mpro)e pro"%&ti)it#
1P'2Measurement 3n&rease pro"%&ti)it# b# 10N
Ko% &an %se the %op" rom M" -oals option to &op# from team goals0 an" #o% &an %se
the %op" rom M" 'ndi3idual -oals option to &op# in"i)i"%al goals re&ei)e" b# the
manager.
6. After all entries are ma"e0 sa)e #o%r entries.
H. -o &as&a"e the ne+ goalBsD0 &hoose %ascade ,eam -oals.
F. 4n"er the ,eam -oals se&tion0 sele&t the goal to be &as&a"e"
. 3n the Pro"%&ti)it# area0 for the "ispla#0 &hoose Direct Reports.
A""itional options are also a)ailable here' Org 4nit Structure an" Emplo"ee Structure.
10. Sele&t the &he&.bo, for ea&h emplo#ee for +hom the team goal applies.
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SAP Best Practices Employee Performance Management (584)' $PD
11. 2hoose the %ascade -oals b%tton. 3f the s#stem "ispla#s a +arning message0 &hoose O1.
12. Sa)e #o%r entries.
!hen the goals are &as&a"e"0 a green mar. "ispla#s ne,t to it. -eam goals that +ere
pre)io%sl# set %p an" &as&a"e" are "ispla#e" in the emplo#ee "o&%ment in the ,eam
-oals se&tion.
&es"lt
A goal is &reate" +ith )ali"it# "ates an" EP36meas%rement an" &as&a"e" "o+n to the emplo#ees.
4%# 0ssign In*ivi*"al 1oals for Employee
'se
3n this step0 the manager assigns in"i)i"%al goals for the emplo#ee. 3t in)ol)es s&he"%ling a meeting
+ith the emplo#ee0 &reation of the emplo#eeIs appraisal "o&%ment an" the a""ition of in"i)i"%al
goals to it.
Prere$"isites
3n"i)i"%al goals for the emplo#ee are "efine" b# manager.
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role /anager BH2/D BSAPL*$PRLAPPRA3SERLH2/L/D
("siness role men" Performan&e /anagement → Perormance Appraisal
2. 1n the Perormance Appraisal s&reen0 &hoose the ,as5s tab.
8. ;or ea&h emplo#ee to be in&l%"e" in the appraisal pro&ess0 sele&t the &he&.bo, in the Meeting
&ol%mn.
-he appraisal "o&%ment is a%tomati&all# generate" in the ba&.gro%n". -he emplo#ee is
mo)e" to the ne,t se&tion of the s&reen %n"er Deine 'ndi3idual! %ompetenc"! and
De3elopment -oals.
9. -o a&&ess the emplo#eeIs appraisal "o&%ment0 &hoose the Document b%tton.
5. 3n the emplo#eeIs appraisal "o&%ment0 &hoose the 'ndi3idual -oals b%tton.
6. -o a"" a ne+ &%stom goal0 &hoose the Add -oal b%tton.
H. Sele&t the Add %ustom -oal option.
F. /a.e the follo+ing entries'
4iel* )ame Description 'ser 0ction an* 7al"es Comment
,itle -e&hni&al !riting
Description 3mpro)e te&hni&al +riting s.ills
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4iel* )ame Description 'ser 0ction an* 7al"es Comment
1P'2Measuremen
t
-e&hni&al spe&ifi&ations +ell organi5e"
an" eas# to follo+
6eighting 50N
3f ne&essar#0 the goal &an be aligne" to the pre)io%sl# set-%p ,eam -oals! %orporate
-oals an"6or %ore 3alues b# &hoosing the Align to b%tton.
. Sa)e #o%r entries.
10. 2hoose the %ompetenc" and De3elopment goals b%tton.
11. 2hoose the Add -oal b%tton.
12. Sele&t Add %ustom De3elopment -oal from the "rop"o+n.
18. /a.e the follo+ing entries'
4iel*
)ame
Description 'ser 0ction an* 7al"es Comment
,itle 2%stomer Relations
Due Date 1268162011
Description De)elop s.ills to more effe&ti)el# ser)i&e
&%stomers
19. Sa)e #o%r entries.
15. -o a"" an a&tion Bfor e,ample0 ho$ to achie3e the goalD0 &hoose the Actions lin..
16. -o a"" a &%stom a&tion0 &hoose the Add b%tton.
1H. Sele&t Add %ustom Action from the "rop"o+n.
1F. /a.e the follo+ing entries'
4iel* )ame Description 'ser 0ction an* 7al"es Comment
,itle Gain Pro@e&t /anagement S.ills
,"pe 1n the @ob training
Status *e+
Description /anage a small pro@e&t
1. 2hoose the O1 b%tton.
20. Sa)e #o%r entries.
21. -o a"" a note to the goal0 &hoose .otes .
22. Enter the free7te,t note an" &hoose the Add b%tton.
28. Sa)e #o%r entries.
29. -o a"" an atta&hment to the goal0 &hoose the Attachments lin..
25. 2hoose the Add b%tton.
26. 3n the Add Attachment "ialog bo,0 enter the atta&hment an" &hoose the O1 b%tton.
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2H. Sa)e #o%r entries.
2F. 2hoose the %lose b%tton.
&es"lt
3n"i)i"%al goals are &reate" an" assigne" to the emplo#ee.
4%- Set In*ivi*"al 1oals (Employee)
'se
-he emplo#ee sets short an" long term personal goals.
Prere$"isites
Short an" long term personal goals as i"entifie" b# the emplo#ee.
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role Emplo#ee BH2/D BSAPL*$PRLAPPRA3SEELH2/LSD
("siness role men" Performan&e /anagement → Emplo#ee 1)er)ie+
2. 1n the Perormance Appraisal s&reen0 &hoose the M" Appraisal Documents tab.
8. ;or the appli&able appraisal "o&%ment0 &hoose the Document b%tton.
9. 3n the emplo#eeIs appraisal "o&%ment0 &hoose the 'ndi3idual -oals b%tton.
5. -o a"" a ne+ &%stom goal0 &hoose the Add -oal b%tton.
6. Sele&t the Add %ustom -oal option.
H. /a.e the follo+ing entries'
4iel* )ame Description 'ser 0ction an* 7al"es Comment
,itle /i&rosoft Pro@e&t
Description =earn /i&rosoft Pro@e&t
1P'2Measurement Perform basi& pro@e&t planning f%n&tions
6eighting 50N

3f ne&essar#0 the goal &an be aligne" to the pre)io%sl# set-%p ,eam -oals! %orporate
-oals an"6or %ore 3alues b# &hoosing the Align to b%tton.
F. Sa)e #o%r entries.
. -o a"" &ompeten&# an" "e)elopment goals0 &hoose the %ompetenc" and De3elopment goals
b%tton.
10. 2hoose the Add -oal b%tton.
11. Sele&t Add %ustom De3elopment -oal from the "rop"o+n.
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12. /a.e the follo+ing entries'
4iel*
)ame
Description 'ser 0ction an* 7al"es Comment
,itle Deli)er Effe&ti)e Presentations
Due Date 1268162011
Description 3mpro)e on the organi5ation an" "eli)er# of
presentations
18. Sa)e #o%r entries.
19. -o a"" an a&tion Bfor e,ample0 ho$ to achie3e the goalD0 &hoose the Actions lin..
15. -o a"" a &%stom a&tion0 &hoose the Add b%tton.
16. Sele&t Add %ustom Action from the "rop"o+n.
1H. 1n the "ialog bo,0 ma.e the follo+ing entries'
4iel*
)ame
Description 'ser 0ction an* 7al"es Comment
,itle Presentation S.ills
,"pe 1ther
Status *e+
Description -a.e internal &o%rse title" Eecti3e
Presentations
1F. 2hoose the O1 b%tton.
1. -o a"" a note to the goal0 &hoose the .otes lin..
20. Enter the free-te,t note an" &hoose the Add b%tton.
21. Sa)e #o%r entries.
22. -o a"" an atta&hment to the goal0 &hoose the Attachments lin..
28. 2hoose the Add b%tton.
29. Enter the atta&hment an" &hoose the O1 b%tton.
25. Sa)e #o%r entries.
26. 2hoose the %lose b%tton.
&es"lt
3n"i)i"%al personal goals are a""e" b# the emplo#ee.
Close planning phase (Employee)
4%4 0pprove 1oals (Manager)
'se
After all goals are entere" b# the manager an" the emplo#ee0 the manager appro)es the appraisal
"o&%ment.
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Prere$"isites
Short an" long term personal goals as i"entifie" b# the manager an" the emplo#ee.
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role /anager BH2/D BSAPL*$PRLAPPRA3SERLH2/L/D
("siness role men" Performan&e /anagement → Perormance Appraisal
2. 1n the Perormance Appraisal s&reen0 &hoose the ,as5s tab.
8. ;or the appli&able appraisal "o&%ment0 &hoose the Document b%tton.
9. 2hoose the Document O3er3ie$ b%tton to re)ie+ the "o&%ment.
5. 2hoose the %lose b%tton to &lose the pre)ie+ "o&%ment.
2hanges to the appraisal "o&%ment &an be ma"e at this time if a &orre&tion or a""ition
to the "o&%ment is "eeme" ne&essar#.
6. 2hoose the %lose Planning Phase b%tton to appro)e the appraisal as planne". -he form
a%tomati&all# &loses.
-o a&&ess the "o&%ment for %p"ates after the &lose planning step is &omplete"0 the
manager m%st %se the Emplo"ee Documents tab.
&es"lt
-he planning phase is re)ie+e" an" &lose" b# the manager.
4%5 &evie5 1oals Set 3y Corporate an* Manager
'se
-he emplo#ee re)ie+s the preset &orporate goals0 &ore )al%es0 an" the team an" in"i)i"%al goals
set b# the manager.
Prere$"isites
2orporate goals an" &ore )al%es0 an"0 team an" in"i)i"%al goals are preset for the emplo#ee.
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role Emplo#ee BH2/D BSAPL*$PRLAPPRA3SEELH2/LSD
("siness role men" Performan&e /anagement → Emplo#ee 1)er)ie+
2. 1n the Perormance Appraisal s&reen0 &hoose the M" Appraisal Documents tab.
8. ;or the appli&able appraisal "o&%ment0 &hoose the Document b%tton.
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9. 2hoose the Document O3er3ie$ #utton to re)ie+ the "o&%ment.
5. 2hoose the %lose b%tton to &lose the pre)ie+ "o&%ment.
&es"lt
-he emplo#ee re)ie+e" &orporate goals0 &ore )al%es0 an" team an" in"i)i"%al goals.
4%8 0pprove 1oals (Employee)
'se
After all goals are entere" b# the manager an" the emplo#ee0 the emplo#ee appro)es the appraisal
"o&%ment.
Prere$"isites
Short an" long term personal goals as i"entifie" b# the manager an" the emplo#eeM the manager
signe" off on the appraisal.
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role Emplo#ee BH2/D BSAPL*$PRLAPPRA3SEELH2/LSD
("siness role men" Performan&e /anagement → Emplo#ee 1)er)ie+
2. 1n the Perormance Appraisal s&reen0 &hoose the M" Appraisal Documents tab.
8. ;or the appli&able appraisal "o&%ment0 &hoose the Document b%tton.
9. 2hoose the Appro3e Planning b%tton.
-o re@e&t the plan0 &hoose the Re8ect Planning b%tton.
&es"lt
-he planne" appraisal "o&%ment is appro)e" an" the planning phase is o)er.
4%9 &evie5 Planne* 1oals (Manager an* Employee)
'se
-he manager an" the emplo#ee meet an" "is&%ss6re)ie+ the planne" goals together.
Prere$"isites
Short an" long term personal goals as i"entifie" b# the manager an" the emplo#ee.
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
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("siness role /anager BH2/D BSAPL*$PRLAPPRA3SERLH2/L/D
("siness role men" Performan&e /anagement → Perormance Appraisal
-his is a &ollaborati)e effort bet+een the manager an" the emplo#ee +here the# are
both loo.ing at the "o&%ment together. As a res%lt0 it nee"s onl# to be a&&esse" b# the
manager J no emplo#ee a&&ess is reG%ire" in this step.
After the planning phase is appro)e"0 the appraisal "o&%ment mo)es to the Schedule
re3ie$ meeting and discuss goals se&tion.
2. Sele&t the &he&.bo, in the Meeting &ol%mn to s&he"%le the meeting +ith the emplo#ee. -he
"o&%ment no+ mo)es to the %hec5 -oal /alidit" and Achie3ement o -oals se&tion.
8. 2hoose the Document b%tton to open the appraisal "o&%ment.
9. 2hoose the Document O3er3ie$ b%tton to re)ie+ the "o&%ment. $oth the manager an" the
emplo#ee &an no+ &he&. goal )ali"it# an" a&hie)ement of goals.
5. 2hoose the %lose b%tton to &lose the pre)ie+ "o&%ment.
6. 2hoose the %lose b%tton to &lose the appraisal "o&%ment.
4%8 Change 1oals if necessary (Manager an* Employee)
'se
-he manager an" the emplo#ee %pon re)ie+ an" "is&%ssion ma# nee" to mo"if# or a"" goals.
Prere$"isites
2hanges to the planne" appraisal "o&%ments are i"entifie".
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role /anager BH2/D BSAPL*$PRLAPPRA3SERLH2/L/D
("siness role men" Performan&e /anagement → Perormance Appraisal
2. 1n the Perormance Appraisal s&reen0 &hoose the Document b%tton to open the emplo#eeIs
appraisal "o&%ment.
8. /a.e &hanges to the "o&%ment as per instr%&tions in se&tions 9.5 an" 9.6 abo)e.
&es"lt
-he appraisal "o&%ment is %p"ate" if ne&essar#.
4%: 0pprove Planne* 1oals (Employee)
'se
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After the manager an" the emplo#ee ha)e re)ie+e" an" %p"ate" the planne" goals0 the "o&%ment
m%st be appro)e" b# the manager.
Prere$"isites
-he goals are agree" %pon b# the manager an" the emplo#ee.
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role /anager BH2/D BSAPL*$PRLAPPRA3SERLH2/L/D
("siness role men" Performan&e /anagement → Perormance Appraisal
2. 1n the Perormance Appraisal s&reen0 &hoose the Document b%tton to open the emplo#eeIs
appraisal "o&%ment.
8. 2hoose the %lose Re3ie$ Phase b%tton to appro)e an" finali5e the Re)ie+ Phase.
&es"lt
-he re)ie+ phase is finali5e" an" appro)e" b# the manager.
4%!.0pprove Planne* 1oals (Manager)
'se
After the manager an" the emplo#ee ha)e re)ie+e" an" %p"ate" the planne" goals0 the "o&%ment
m%st be appro)e" b# the emplo#ee to &omplete the re)ie+ phase.
Prere$"isites
-he planne" goals are agree" %pon b# the manager an" the emplo#ee an" appro)e" b# the
manager.
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role Emplo#ee BH2/D BSAPL*$PRLAPPRA3SEELH2/LSD
("siness role men" Performan&e /anagement → Emplo#ee 1)er)ie+
2. 1n the Perormance Appraisal s&reen0 &hoose the M" Appraisal Documents tab.
8. 2hoose the Document b%tton to open the appraisal "o&%ment.
9. 2hoose the Appro3e Re3ie$ Phase b%tton to appro)e an" en" the re)ie+ phase.
&es"lt
-he re)ie+ phase is no+ &omplete an" the appraisal phase is starte".
4%!!0ssess Team 1oals (Manager)
'se
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-he manager m%st assess the team goals prior to the start of the emplo#ee an" manager
assessments.
Prere$"isites
-he re)ie+ phase m%st be &omplete".
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role /anager BH2/D BSAPL*$PRLAPPRA3SERLH2/L/D
("siness role men" Performan&e /anagement → Perormance Appraisal
2. 1n the Perormance Appraisal s&reen0 &hoose the ,eam -oals tab.
8. 2hoose the ,eam -oals b%tton.
9. 2hoose Edit ,eam -oals.
5. Sele&t the goal to be rate".
6. 3n the -oal Achie3ement fiel"0 enter 80 an" &hoose the Release -oal Rating b%tton. 3f the
s#stem "ispla#s a +arning message0 &hoose O1.
H. Sa)e #o%r entries.
F. Repeat steps 9 thro%gh H for all team goals.
&es"lt
-he assessment of the team goals is &omplete.
4%!#Do Self 0ppraisal of Performance (Employee)
After appro)ing the re)ie+ phase0 the appraisal "o&%ment mo)es "o+n to an" appears in se&tions
Prepare appraisal o indi3idual goals! competenc" goals! de3elopment goals! and o3erall appraisal
or cali#ration an" Edit o3erall appraisal or emplo"ee and send or inal appro3al.
'se
3n the appraisal phase0 the emplo#ee "oes a self assessment of his or her performan&e against the
planne" goals.
Prere$"isites
-he Planning an" Re)ie+ phases are &omplete.
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role Emplo#ee BH2/D BSAPL*$PRLAPPRA3SEELH2/LSD
("siness role men" Performan&e /anagement → Emplo#ee 1)er)ie+
2. 1n the Perormance Appraisal s&reen0 &hoose the M" Appraisal Documents tab.
8. 2hoose the Document b%tton to open the appraisal "o&%ment.
9. 2hoose the 'ndi3idual -oals b%tton.
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5. Sele&t the goal to be rate".
6. 4n"er Emplo"ee Appraisal! enter the rating %sing the rating sli"er. BA note &an also be entere" if
appli&ableD.
H. Repeat steps 5 an" 6 for all 'ndi3idual -oals.
F. !hen the rating of all 'ndi3idual -oals is &omplete"0 sa)e #o%r entries.
. 2hoose the %ompetenc" and De3elopment -oals b%tton.
10. 2hoose the goal to be rate".
11. 4n"er Emplo"ee Appraisal! enter the rating %sing the rating sli"er. BA note &an also be entere" if
appli&ableD.
12. Repeat steps 10 an" 11 for all %ompetenc" and De3elopment -oals.
18. !hen the rating of all %ompetenc" and De3elopment -oals is &omplete"0 sa)e #o%r entries.
19. 2hoose the %lose Part Appraisal b%tton to &lose the appraisal.
&es"lt
-he emplo#eeIs self-assessment is &omplete.
4%!-0ppraise Employee;s Performance (Manager)
'se
-he manager "oes an assessment of the emplo#eeIs performan&e.
Prere$"isites
-he emplo#eeIs self-assessment is &omplete".
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role /anager BH2/D BSAPL*$PRLAPPRA3SERLH2/L/D
("siness role men" Performan&e /anagement → Perormance Appraisal
2. 1n the Perormance Appraisal s&reen0 &hoose the ,as5s tab.
8. 3n the Prepare appraisal o indi3idual goals! competenc" goals! de3elopment goals! and o3erall
appraisal or cali#ration se&tion0 &hoose the Document b%tton to open the appraisal "o&%ment.
9. 2hoose the 'ndi3idual -oals b%tton.
5. Sele&t the goal to be rate".
6. 4n"er Manager Appraisal! enter the rating %sing the rating sli"er. BA note &an also be entere" if
appli&ableD.
H. Repeat steps 5 an" 6 for all 'ndi3idual -oals.
F. !hen the rating of all 'ndi3idual -oals is &omplete"0 sa)e #o%r entries.
. 2hoose the %ompetenc" and De3elopment -oals b%tton.
10. Sele&t the goal to be rate".
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11. 4n"er Emplo"ee Appraisal! enter the rating %sing the rating sli"er. BA note &an also be entere" if
appli&ableD.
12. Repeat steps 10 an" 11 for all %ompetenc" and De3elopment -oals.
18. !hen the rating of all %ompetenc" and De3elopment -oals is &omplete"0 sa)e #o%r entries.
19. 2hoose the %lose Part Appraisal b%tton to &lose the appraisal.
15. 3n the Edit o3erall appraisal or emplo"ee and send or inal appro3al se&tion0 &hoose the
Document b%tton to open the "o&%ment.
16. 2hoose the &ell in the 1)erall Appraisal gri" that most appropriatel# refle&ts the emplo#eeIs
o)erall performan&e.

-he <-a,is represents performan&e an" the K-a,is potential.
1H. Sa)e #o%r entries.
1F. 2hoose the Start O3erall Appraisal Process b%tton to e,it the template.
1. =og off before pro&ee"ing f%rther.
&es"lt
-he o)erall appraisal b# the manager is &omplete.
4%!4&evie5 Performance < Manager an* Employee
'se
1n&e the o)erall appraisal has been set b# the manager0 the manager meets +ith the emplo#ee to
"is&%ss the assessment.
Prere$"isites
1)erall appraisal b# the manager is &omplete.
Proce*"re
-his is a man%al pro&e"%re in +hi&h the manager an" the emplo#ee meet an" "o a &omplete re)ie+
of the o)erall assessment.
&es"lt
-he performan&e re)ie+ meeting bet+een the emplo#ee an" the manager is &omplete.
4%!5Cali3rate Team 0ssessment
'se
1n&e the o)erall appraisal has been set b# the manager0 the team assessment m%st be &alibrate".
Prere$"isites
1)erall appraisal b# the manager is &omplete.
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Ko% m%st be logge" off from the s#stem.
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
+ption -/ S0P )et2eaver ("siness Client (S0P )2(C) via 3"siness role
("siness role /anager BH2/D BSAPL*$PRLAPPRA3SERLH2/L/D
("siness role men" Performan&e /anagement → Perormance Appraisal
2. 1n the planning phase s&reen0 &hoose the ,eam %ali#ration tab. All emplo#ees that ha)e
%n"ergone the appraisal pro&ess appear in the ,eam %ali#ration gri" a&&or"ing to their rating.
Emplo#ee "etails &an be "ispla#e" )ia mo%se o)er.
8. -o a"@%st the ran.ing0 &hange the ran.ing n%mbers as nee"e" B#o% &an %se "rag an" "rop to
mo)e the emplo#ee into another performan&e le)elD.
9. 1n&e &omplete"0 sa)e #o%r entries.
2hanges ma"e to the ran.ing are refle&te" in the emplo#eeIs appraisal "o&%ment.
&es"lt
-he team assessment is &alibrate".
4%!8Set Doc"ment Stat"s for 4inal 0pproval
'se
-he manager m%st get the "o&%ment rea"# for final appro)al b# the emplo#ee.
Prere$"isites
1)erall appraisal an" team &alibration are &omplete".
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role /anager BH2/D BSAPL*$PRLAPPRA3SERLH2/L/D
("siness role men" Performan&e /anagement → Perormance Appraisal
2. 1n the Perormance Appraisal s&reen0 &hoose the ,as5s tab.
8. 3n the Edit o3erall appraisal or emplo"ee and send or inal appro3al se&tion0 &hoose the
Document b%tton to open the "o&%ment.
9. 2hoose the Send or 0inal Appro3al b%tton to get the "o&%ment rea"# for final appro)al.
&es"lt
-he "o&%ment is rea"# for final appro)al.
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4%!94inal 0pproval of Doc"ment (EMP=+>EE)
'se
-he final step in the pro&ess is for the emplo#ee to appro)e the "o&%ment.
Prere$"isites
-he "o&%ment is rea"# for final appro)al.
Proce*"re
1. A&&ess the transa&tion %sing the follo+ing na)igation option'
("siness role Emplo#ee BH2/D BSAPL*$PRLAPPRA3SEELH2/LSD
("siness role men" Performan&e /anagement → Emplo#ee 1)er)ie+
2. 1n the Perormance Appraisal s&reen0 &hoose the M" Appraisal Documents tab.
8. 2hoose the Document b%tton to open the "o&%ment.
9. 2hoose the Appro3e O3erall Appraisal b%tton to appro)e the "o&%ment. -he appraisal is no+
&omplete.
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5 0ppen*i
5%! &eversal of Process Steps
-his pro&ess allo+s for re)ersal in 2 +a#s'
• Delete J the "elete option allo+s for the "eletion of &ertain ob@e&ts Bs%&h as goalsD +ithin the
pro&ess
• 2hange J the &hange option allo+s for &hanging &ertain ob@e&ts
Re)ersals are onl# allo+e" if the phase is a&ti)e.
5%# &eporting
&eport title Transaction
co*e
Comment
Do&%ment
Re)ie+
-he appraisal "o&%ment is "ispla#e" in PD;
format.
( SAP AG Page 25 of 25