ERP HCM Performance Management: Web Dynpro ABAP User Interface

New with SAP enhancement package 4 for SAP ERP 6.0

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Agenda

1. Introduction 2. Configuration 3. User Interfaces

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Overview

Overview of available Web Dynpro ABAP User Interfaces:

Manager Access in Manager Self-Service (MSS) Employee Access in Employee Self-Service (ESS) Appraisal document which can be accessed via MSS access and/or ESS access The appraisal template layout can be configured via a new customizing activity The appraisal template can be configured to contain the SAP enhancement package 4 for SAP ERP 6.0 Cascading Goals functionality and enhanced SAP Learning Solution integration

Enhanced SAP Learning Solution integration: Allows setting courses as mandatory. See detailed RKT presentation on enhanced Learning Solution integration in Performance Management. Cascading Goals: Allows cascading of corporate goals, core values and team goals. See detailed RKT presentation on Cascading Goals in Performance Management

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Prerequisites

Prerequisites for using Web Dynpro ABAP User Interfaces:

You are using SAP ECC 6.0 You are using SAP enhancement package 4 for SAP ERP 6.0 You have activated the Business Function CA, Appraisals, Evaluations and Surveys 01 (CA_HAP_CI_1). You are using Business Package for Employee Self-Service 1.41 You are using Business Package for Manager Self-Service 1.41 If you also want to use the SAP enhancement package 4 for SAP ERP 6.0 Cascading Goals functionality and enhanced SAP Learning Solution integration, then the following is required in addition: You have activated the Business Function HCM, Performance Management 01 (HCM_OSA_CI_1). You are using Business Package for Talent Management Specialist 1.40 Usage of SAP Learning Solution (LSO) if you want to leverage enhanced LSO integration, i.e. LSO 600 SAP enhancement package 4 for SAP ERP 6.0 and business function HCM Learning Solution 02 (HCM_LSO_CI_2) needs to be activated. Please refer to notes 1239426 and 1239427

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Agenda

1. Introduction 2. Configuration 3. User Interfaces

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Configuration

Overview of new functionality in Appraisal Template Catalog (system transaction phap_catalog_pa):

The appraisal template can be configured to contain Status Change Description Status Change Description: Appraisal templates can be configured to contain different combinations of statuses and/or substatuses. In addition, there is now the option to define Status Change Descriptions. If the Status Change Descriptions are maintained, then the corresponding appraisal documents will show these descriptions instead of the status button texts.

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How to Configure Status Change Description

In order to configure the Status Change Description, go to Appraisal Template Catalog via Customizing (transaction SPRO) Personnel Management Personnel Development Objective Setting and Appraisals Edit Templates.

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How to Configure Status Change Description

Create an appraisal template in the Appraisal Template Catalog. On template level go to Status Flow tab, define the statuses and/or sub statuses as required. For each status and/or substatus you may want to add a Status Change Description (this is optional).

Status Change Description

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Example Display of Configured Status Change Description

Generally, status buttons (including status button texts) which are available with the Business Server Page (BSP) user interface are replaced by radio buttons in Web Dynpro ABAP. If Status Change Description is configured, the corresponding appraisal documents will then show the Status Change Description in the section of the document where the status and/or substatus can be changed to be able to continue with the appraisal process.

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Example Display of Configured Status Change Description

If Status Change Description is not configured, the status button texts will show up.

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Configuration

Overview of new Customizing activity (system transaction spro Personnel Management Personnel Development Objective Setting and Appraisals Define Tab and Process Configuration for Template):
The appraisal template layout can be configured via a new customizing activity. The following is available: Tab Configuration: Configurable tabs allow easy navigation. Information that was previously in columns are now organized as rows within the tabs. Process Configuration: Provides more information on what the user is supposed to do in that phase. More details can be shown by clicking on the new info link.

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How to Configure Appraisal Template Layout

In order to configure the appraisal template layout, go to Customizing (transaction SPRO) Personnel Management Personnel Development Objective Setting and Appraisals Define Tabs and Process Configuration for Template.

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Configuration Tabs Appear for Both Tab & Process Configuration

After clicking the IMG activity, a Web Dynpro pop-up will appear. Choose appropriate appraisal template and applicable configuration tab in order to proceed.

Choose appropriate Appraisal Template

Configuration tabs

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Tab Configuration
After selecting the appraisal template, the criteria groups and/or criteria that have been set up in template configuration (transaction PHAP_CATALOG_PA) will appear.

Click on the criteria groups and/or criteria that should appear as tabs in the front end 2

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Tab Configuration Layout Preview

After selecting the criteria groups and/or criteria that should appear as tabs in the front end, you can get a preview by clicking on Configuration Preview.

Click on Configuration Preview to see new layout

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Example Display of Configured Tab Configuration

The appraisal documents will show tabs as defined in Customizing.

Configured tabs support grouping of criteria and/or criteria groups

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Configuration of Phases and Steps

Within the Process Configuration tab, the process Phases and Steps can be set up.

Phases and Steps, including their start and end date are set here. 2 3

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How to Configure Process Phases

Each process Phase can be defined by providing a meaningful title, a description if needed, and a start and end date. Create a step for each applicable appraisal template status and/or substatus by clicking on New.

Decide Appraisal Status and set up the Start- and End Date for each Phase.

Add Appraisal Status if applicable by clicking New

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Example Display of Configured Process Configuration

The corresponding appraisal documents will then display the Process Configuration accordingly. Process Phases are shown at the top of the screen and provide the user an overview of the phases of the appraisal process. Process Steps are shown in the Process Description box and give the user guidance on what needs to be done in the current Process Step.

Configured process Phases indicate in which phase the appraisal process is currently in

Configured Process Steps

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How to Configure Process Phase Title and Description

1 Configured process Phase Title can be seen in appraisal document as part of the phase map on top of the screen. Configured process Phase Description can be seen via click on the phase in the phase map. 2 3 4

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How to Configure Process Step Title and Description

1 Configured process Step Title and Description can be seen in appraisal document Process Description section 2 3

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Example Display of Overall Process

Via click on Info link in Process Description section, the user can get information of the overall process. Via click on Info, a pop-up comes up with the overall process information. The current phase or step is highlighted. 2

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Example Display if no Tab and Process Configuration is Done

If you do not want to display tabs, process descriptions and process steps, then you do not need to use the Customizing activity Define Tab and Process Configuration for Template.

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Agenda

1. Introduction 2. Configuration 3. User Interfaces

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Employee Access via Employee Self-Service

The employee/appraisee can access his/her appraisal document and/or part appraisal document via Employee Self-Service Career and Job Appraisal Documents

2 Access the appraisees appraisal document and/or part appraisal document via Appraisal Documents link

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Employee Access via Employee Self-Service: Customizing to Get Flexible User Interface Access
In Customizing, choose Cross-Application Components Homepage Framework Services Assign Services to Subareas.

ESS service can be replaced

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How to Access Appraisal Documents

After clicking the service Appraisal Documents link, the employee access comes up in a new window.

Appraisal document status and substatus are displayed

Direct access to the document via the appraisal document link

Display of offline options Filtering option and possibility to change column display via Settings

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Example of new Appraisal Document Layout

Administrative Data represent the configured generic document information such as appraisal document status and appraiser name. Per default the Administrative Data section is not displayed, the user can display the information via clicking on the tray .

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Configured Tabs in Appraisal Document Allow Easy Navigation

Criteria Groups and/or criteria that have been flagged in the Configuration Tab option will now show up as containers in the front end as shown here.

Configured tabs

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New Layout in Rows Within the Configured Tabs

Criteria groups and/or criteria that are grouped under one tab are now shown in rows within each tab. Also any added new elements now appear in rows.

Information within the tabs appears now in rows

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Example: Tab vs. Row Configuration Layout

This is a demonstration to show that if a category group (e.g. Qualification) has not been flagged as a tab in the backend it will show up as a row within the previous configured tab.

Category Qualification was NOT configured as a tab in customizing as in the previous example!

Qualification shows up as a row within previous tab assignment (in this case: Development Plan)

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Qualifications Catalog pop up

The qualifications catalog that has been added as a free enhancement will appear as a pop up when clicking on Add, and is now available in structured view (tree structure).

2 If you click on Add, the qualification catalog will pop up (tree structure)

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Setting Courses as Mandatory

The Business Add-In (BAdI) Add Course from LSO (mandatory course assignment) that has been previously included as a Free Enhancement will now automatically pop up each time a new course type shall be added. If you click on Add, the 2 course catalog will pop up (tree structure). A course 1 type can be selected 3

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Additional Course Information Available

Additional information regarding the selected course can be viewed after clicking applicable course name by navigating through the tabs.

Additional course information is available after clicking on specific course

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Display of Selected Mandatory Course

Selected course type will show up

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New Radio Buttons Available to Change the Document Status

In this example, to complete the planning phase the form can be sent to the manager to proceed with the next phase. This can be done via selecting the corresponding radio button on the left hand side of the screen and clicking continue.

Select the next step of the process (via radio button) and then click on Continue to proceed
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Manager Access via Manager Self-Service

The manager/appraiser can now access his/her employees appraisal documents via Manager Self-Service Talent Management Performance Management

Filtering option and possibility to change column display via Settings 1 3 The manager access can be found under Talent Management Performance Management
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2 Current appraisal document status and substatus is shown

Appraisal document can be opened via clicking on the link it will appear in new window

Manager Access via Manager Self-Service: Content Administration to Get Flexible User Interface Access

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Manager Access Create Multiple Functionality via Manager Self-Service

Via Click on Create Multiple, the manager can create appraisal documents for his/her employees in mass.

1 Via click on Create Multiple, a pop-up comes up.

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Example or How Review Phase May Look Like

The manager/appraiser has a similar view as the employee/appraisee. Note that the appraisal document is now in the next phase and the process description has changed accordingly.

The appraisal document is now in the next phase and can be reviewed by the manager

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