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Finally I got some time to share the last in Appraisal series topic which I intended to post earlier. In my previous two blogs, I mentioned the reasons of Appraisal with a simple scenario and explained the basic steps of configuring an Appraisal Model. I promised to summarize the Appraisal Creation process in another blog and I’m happy to be able to spare myself for my favorite SAP community today. Past few days presenting the functions of Workforce Planning & Analytics – my current role to an external customer and then attending thorough training classes of Solution Manager kept me so engaged that I almost forgot to share the Appraisal tips with my fellow junior Consultants starting with Personnel Development tool. Anyways, here’s the brief summary.

Creating an Appraisal basically refers to various steps including the Preparation, the Actual Appraisal and the Finalization of the process. And the rule from preparation to completion, in fact, applies to almost all activities we perform. Yes, there are exceptions; we may not get prepared for everything we do. What I mean here is a general process. So in Appraisal, a manual or an automated process we have to first get ready with the basic information such as validity period, then we fill in the Appraisal (which is actual performance of an Appraisal) and we post it in the box or drop it somewhere on table in our restaurant example which, in SAP terminology, would be completion. There are few activities which start after the appraisal has completed and these are known as Follow-Up. The results of Appraisal might be used for a reward or for any other purpose such as improving the services.


Preparation: Provide the required information and the right appraisal model.

Holding: Perform the Appraisal i.e. to fill in the form.

Complete: Mark the Appraisal as done.



Manual Appraisal

Appraisal in SAP


Get the right Appraisal form, place it on right place. A restaurant may have different forms to seek Customer’s Evaluation on services offered.

Specifying the Appraisal Form to be used, the Validity and if required the Appraiser and Appraisee.


Customer filling the form, hence providing his feedback on each of the criteria specified in the form.

Appraiser filling-out the Appraisal with already defined criteria and ranking on a pre-defined form.


Placing the form in box / table / on counter.

Choosing the completion button to finish the Appraisal Process.


Important Transactions:

Preparation: PHAP_PREPARE


And if you want to evaluate Appraisal Results, use another Transaction PHAP_EVALUATE. And for the administrative functions, you can use PHAP_ADMIN.

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  1. Bernhard Escherich
    Hello Faisal,

    I think your blog could help your intended audience – beginners – to get an understanding of the basics. But I think that you have more to say. Therefore I would look forward to other blogs from you where you share your experience (e.g. do`s and dont`s of an appraisal functionality implementation and the lessons you have learnt).

    Best regards,

    1. Faisal Iqbal Post author
      Hi Bernhard,

      Basically I wrote 3 blogs about Appraisals:

      1) Need for Appraisal (Need for Appraisal) to briefly describe the need (why do we need appraisal)

      2) Setting-Up an Appraisal (Setting-up an Appraisal Template) to provide a list of configuration points (basically to set-up a simple appraisal template).

      3) Appraisal Creation: The Phases – the current one to give hints on the phases.

      Initially I thought to end here but now I’m thinking to elaborate the topic further in upcoming blogs including my experiences as you suggested. 

      Thanks for the comments 🙂



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