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SAP ERP HCM Performance Management Hardback
Finding and retaining talented employees is critical to every organization's success. But, do you have an effective process for managing employee performance? Are strategic initiatives being met or even tracked? If you're an SAP HCM professional, analyst, or consultant interested in managing employee performance, this indispensable book will help answer
these questions.
Using the practical information and best practices provided, you'll discover new methods for process improvement, and you'll find detailed guidance on designing, building, and deploying an effective strategy. The book is composed of two parts: "Overview and Process" and "System Functionality and Implementation", which provides both functional and technical insight based on real-world implementation experience. Special attention is given to explaining the common deployment pain points and the mitigation steps to alleviate these issues.
The book covers the latest releases, including the R/3 Enterprise Release (4.7), SAP ERP 2004 (ECC 5.0), and SAP ERP 2005 (ECC 6.0).
Highlights Include:
* Corporate Strategy
* Goals versus Objectives
* Development Planning
* Objective Setting and Appraisal (OSA) module
* Appraisal Catalog (Transaction PHAP_CATALOG)
* Security Authorizations
* Business Add-Ins (BAdIs)
* Reporting & Business Intelligence
* SAP Netweaver Integration including iView configuration
Foreword by Vincent Stabile
Senior Vice President of People
JetBlue Airways
CONTENTS:
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
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