SAP ERP HCM Performance Management

Part I Performance Management: Overview and Process

1 ... Introduction ... 27
... 1.1 ... Target Audience ... 28
... 1.2 ... Book Layout ... 28
... 1.3 ... Product Releases ... 29
... 1.4 ... Summary ... 29

2 ... Overview of SAP's Performance Management Solution ... 31
... 2.1 ... Background and Value Proposition ... 31
... 2.2 ... Performance Management Within the Larger Context ... 33
... 2.3 ... Integration ...35
... 2.4 ... Functionality Matrix ... 37
... 2.5 ... Summary ... 45

3 ... The Performance Managment Process ... 47
... 3.1 ... Objectives of the Performance Management Process ... 48
... 3.2 ... Setting Corporate and Departmental Goals ... 49
... 3.3 ... Setting Individual Objectives ... 49
... 3.4 ... Mid-Year Reviews .... 51
... 3.5 ... Self-Evaluation ... 53
... 3.6 ... 360-Degree Feedback ... 54
... 3.7 ... Final Evaluation ... 55
... 3.8 ... Review Committees ... 56
... 3.9 ... Communicating the Employee Evaluation ... 57
... 3.10 ... Summary ... 58

4 ... Setting the Corporate Strategy ... 61
... 4.1 ... Developing the Strategic Plan ... 62
... 4.2 ... Goals and Objectives ... 64
... 4.3 ... Cascading Goals ... 66
... 4.4 ... Becoming Tactical Through Objective Setting ... 69
... 4.5 ... Communicating Strategy ... 71
... 4.6 ... Summary ... 72

5 ... Development Planning ... 75
... 5.1 ... Individual Development Plans ... 75
... 5.2 ... Components of an Individual Development Plan ... 77
... 5.3 ... Development Planning Process ... 78
... 5.4 ... Using Skills and Competency Models ... 81
... 5.5 ... Summary ... 82

6 ... Lessons Learned ... 85
... 6.1 ... Performance Management Process ... 85
... 6.2 ... Development Planning ... 91
... 6.3 ... Change Management ... 91
... 6.4 ... System Implementation ... 94
... 6.5 ... Summary ... 96

Part II Performance Management: System Functionality and Implementation

7 ... Laying the Groundwork for Configuration ... 99
... 7.1 ... Turning Requirements into Design ... 100
... 7.2 ... Basic Configuration Settings for Performance Management ... 106
... 7.3 ... Summary: Ready, Set, Configure! ... 108

8 ... Configuring Appraisals in the Appraisal Catalog ...111
... 8.1 ... Catalog Structure: The Category Group and Category ... 111
... 8.2 ... The Appraisal Template ... 122
... 8.3 ... Criteria Group and Criteria Configuration ... 140
... 8.4 ... Summary ... 143

9 ... Advanced Configuration Techniques ... 145
... 9.1 ... Advanced Concepts Within the Appraisal Catalog ... 145
... 9.2 ... Customizing Appraisal Settings via OOHAP_BASIC ... 156
... 9.3 ... Custom Value Lists ... 164
... 9.4 ... Summary ... 166

10 ... Performance Management BAdIs ... 167
... 10.1 ... BAdI Areas ...167
... 10.2 ... BAdI Area: Template Definition and Behavior ... 169
... 10.3 ... BAdI Area A: Catalog ... 179
... 10.4 ... BAdI Area C: Appraisal Enhancements ... 181
... 10.5 ... BAdI Area E: Reporting ... 189
... 10.6 ... BAdI Area X: Administrator ... 190
... 10.7 ... BAdI Area Y: Add-On Application ... 190
... 10.8 ... BAdI Area Z: Further BAdIs ... 191
... 10.9 ... Integrating Custom BAdI implementations into Your Template ... 194
... 10.10 ... Summary ... 197

11 ... Portal Configuration ... 199
... 11.1 ... Frontend ... 199
... 11.2 ... Appraisee Views ... 200
... 11.3 ... Appraiser Views ... 202
... 11.4 ... Part Appraiser View ... 205
... 11.5 ... Further Participants View ... 206
... 11.6 ... Helpful Technical Hints ... 207
... 11.7 ... Summary ... 212

12 ... Administrative and Reporting Capabilities ... 213
... 12.1 ... Appraisal Preparation ... 213
... 12.2 ... Administration ... 217
... 12.3 ... Reporting ... 222
... 12.4 ... Summary ... 229

13 ... Authorization Management ... 231
... 13.1 ... Essential Authorization Objects in Performance Management ... 231
... 13.2 ... Using Structural Authorizations in Performance Management ... 241
... 13.3 ... Appraisal Level Security ... 244
... 13.4 ... BAdI HRHAP00_AUTHORITY - Appraisal Document Authorization Check ... 249
... 13.5 ... Summary ... 250

14 ... Integration with Compensation Management ... 251
14.1 Appraisal Configuration ... 252
14.2 Compensation Configuration ... 254

Anhang

A ... Performance Management Transaction Codes ...267

B ... Performance Management Objects and Infotypes ... 271

C ... Performance Management BAdIs ... 275
C.1 ... BAdI Area: Template Definition and Behavior ... 275
C.2 ... BAdI Area A: Catalog ... 281
C.3 ... BAdI Area C: Appraisal Enhancements ... 282
C.4 ... BAdI Area E: Reporting ... 285
C.5 ... BAdI Area X: Administrator ... 285
C.6 ... BAdI Area Y: Add-On Application ... 286
C.7 ... BAdI Area Z: Further BAdIs ... 287

D ... Additional Resources ... 289
D.1 ... Solution Documentation on SAP Service Marketplace ... 289
D.2 ... SAP Online Help ... 290
D.3 ... SAP Notes on SAP Service Marketplace ... 291
D.4 ... SAP Developer Network (SDN) ... 292
D.5 ... Annual Conferences ... 293
D.6 ... HR Expert ... 293
D.7 ... User Communities ... 294

E ... About the Authors ... 295

Index ... 297