SAP ERP HCM Performance Management

Jeremy Masters is the co-founder and managing partner of Worklogix, a management and technology services firm specializing in enterprise application development and implementation support for HCM solutions. For 15 years, he has worked with the latest talent management and self-service functionality within the SAP ERP HCM suite, including Performance Management, Enterprise Compensation Management, ESS/MSS, Succession Planning, E-Recruiting, and the SuccessFactors cloud functionalities. He regularly presents at SAP Insider events and is also the co-author of the following SAP PRESS books: Implementing Employee and Manager Self-Services in SAP ERP HCM, SAP ERP HCM Performance Management, Enterprise Compensation Management in SAP ERP HCM, and E-Recruiting with SAP ERP HCM. You can reach him via email at jmasters@worklogix.com.

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 Management 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 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