PMS implementation Guide


As per the client requirements and KPI’s ,first we have to upload a excel file in SAP thur ABAPER’S .

Like -Zappraisal

Z program is attached in this document

Go to transaction ‘ZAPPRAISAL’ for uploading the appraisal details. This will be done by the HR PMS

administrator at the beginning of the year for initial upload of all appraisal documents.

Put the file name from which the appraisal details are to be uploaded:

Execute (F8)

The templetes looks like :

The appraisal document is created as shown below:

The administrator can then view the appraisal through PHAP_CHANGE

Now the appraise would log on to the system as shown:

He would then go to ‘PHAP_CHANGE” transaction and view the appraisal . He can then click on the

appraisal document to view the details as shown:

The target values for the competencies would be automatically populated based on the level of the

employee and company policy.

The appraise then sends the document to the appraiser for approving the objectives by clicking on

the ‘Review by Appraiser’ button.

The appraiser would then logon to the system as shown:

He would then check the objectives and if ok, forward it to the Reviewer for approval by clicking on

the ‘ Review by Unit Head’ button.

The reviewer would review and approve the objectives after logging on to the system as shown:

He would click on the ‘Objectives Approved’ button to approve the objectives.

The appraise would then fill up the mid-year appraisal (only values would be put) after completion of

six months as shown. However there would be no rating at this stage.

Then save the document and send to appraiser.

This would again be reviewed and approved first by the appraiser and then by the reviewer as

mentioned in the earlier steps.

After that, during year end appraisal, appraise would fill up the ratings. The ratings given by the

appraiser would not be visible to the appraise at any point of time.

He also has to fill up the Competency ratings as shown:

In case any of the target, unit or weight age is not filled up, system will not allow the appraise to

submit the document for review to the appraiser. It will give an error as shown below:

After filling up all relevant details, the appraise would save the document.

The appraiser would log on to the system.

The appraiser would also be able to view the appraisal through PHAP_CHANGE

He would click on the document to view it as shown:

In case he is not ok with the self assessment of the appraise he can send it back by clicking on the

‘Change by Appraise’ button.

If he agrees with the self assessment of the appraise, he would put his assessment against each

objective.

He would also identify and record the Training needs of the appraise by clicking on the ‘Identify

Training Needs’ icon.

This would open the form as shown below:

Here the appraiser should fill up the training needs from the drop down option. There are two

different sections – one for Functional Training Needs and the other for Behavioural Training Needs.

The appraiser would fill up the details too.

Then click on the ‘Save’ button to save the training requirements.

These training needs would then be shown in a custom report. The transaction code for the same

would be ZHR_APPR

Once completed he would save and then click on the ‘Evaluation by Unit Head’ button to send it to

the Unit head.

The status is changed as shown below:

The reviewer (unithead) would then log on to the system then.

The reviewer would then access the appraisal and put his ratings in the ‘Final Rating’ column as

shown:

Once the final rating has been put, the weighted score is calculated automatically ,

The weighted score calculation happens with 80% weightage for all functional objectives and 20%

weight age for all Competencies.

Once this has been completed, he would click on the ‘Complete’ button to complete the process.

This would give the following message:

This completes the process and no changes can be made further in this document.

There is an additional check in the system that the sum of all weight ages should be 100, otherwise

the process cannot be completed.

Thanks…………………………

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