Performance Management: inheriting description from external appraisal element
A typical business requirement when implementing Performance Management is to have the employees’ position requirements appraised as part of the annual performance appraisal cycle. Hopefully, SAP has foreseen an enhancement in order to default the position requirements (Q objects) as appraisal criteria (VC objects) in the appraisal document. This enhancement is the ADD_REQUIREMENTS enhancement of BAdI HRHAP00_ENHANCE_FIX. You can activate this enhancement by filling it out in the ‘Fixed Enhancement’ field of the ‘Columns’ tab (box ‘Dynamic Settings’) of a criteria group of your choice in your appraisal document (transaction PHAP_CATALOG_PA).
However, you might also want to default the description of the criteria to the description of the corresponding qualifications stored in the Q objects infotype 1002. This is not done automatically in the standard, but this can add some value to the appraisal document as detailed information on your company’s qualifications will then be printed on the form. There’s a possibility to do so in the standard, but it took me some time to find it out, as – to my knowledge – it was not documented anywhere. It should also work with any other external element (VX) in your appraisal document.
Just follow the steps:
1. Create your reference element
When you set the ADD_REQUIREMENTS enhancement as fixed enhancement in your criteria group, a window should pop-up asking you to create a new or to choose from an existing reference element. This is a theoretical crietrium that you can format and whose format will be inherited by all dynamically created criteria under this criteria group. In short, all the qualifications required for your position will be formatted in your appraisal document as criteria with the attributes set in the reference element. When you have created your element, it should appear in the ‘Refers to Attributes of’ field.
2. Format your reference element
To customize the reference element, double-click on the ‘Refers to Attributes of’ field value. The screen is then refreshed and shows the reference element attributes. There, you should change the ‘Text Layout’ field of the ‘Columns’ tab in order to display the element description (choose either ‘X: Name and Description’ or ‘D: Description’). We then will have to fill out this description dynamically. Here comes the magic trick.
3. Insert the magic placeholder in your reference element’s description
Now, move to the ‘Description’ tab. There, a magic trick allows SAP to know the description of your dynamically created criteria should be inherited from the corresponding qualifications description. In the text area, paste this placeholder: YHM_INHER_XSC_DESCR. Then, if you save your document, a hidden checkbox ‘Inherited’ should appear as in the picture below. To my knowledge, this is the only way to get this checkbox to appear in the appraisal catalog. Now, release your document and create it for someone who has position requirements filled in in Personnel Development.