In SAP HCM, appraisal templates and forms are used to assess employee performance. These templates define the criteria and structure of performance reviews, ensuring that evaluations are consistent across the organization. Appraisal forms are generated from these templates and used by managers to assess employees during performance appraisals.
This tutorial will guide you through the process of defining appraisal templates, creating appraisal forms, and using them in SAP HCM, using real-world examples.
The first step in the appraisal process is to define appraisal templates. An appraisal template in SAP HCM outlines the categories of performance and the criteria for evaluation. These templates can include competency-based assessments, goal-based evaluations, and overall performance ratings.
Example: A company wants to create an appraisal template for annual performance reviews that includes ratings for competencies, goals, and behaviors.
To define an appraisal template in SAP HCM:
Once the template is defined, it will be available for use in employee appraisals.
Once the appraisal templates are defined, you can create appraisal forms for individual employees based on those templates. The appraisal form is what managers use to evaluate the performance of employees during the review process.
Example: A manager creates an appraisal form for "John Doe" using the "Annual Performance Review" template, which includes ratings for competencies, goals, and behaviors.
To create an appraisal form:
The completed appraisal form is now ready for review by the employee and manager.
Once appraisal forms are created, they need to be assigned to employees for completion. Employees can then review their performance based on the appraisal form, and managers will conduct the final evaluation.
Example: The HR manager assigns the "Annual Performance Review" appraisal form to all employees in the "Sales" department.
To assign an appraisal form to an employee:
The employee now has an assigned appraisal form and can start the self-assessment process if applicable.
During the performance appraisal period, managers use the assigned appraisal forms to evaluate the performance of their employees. Managers rate each category according to the predefined scales and provide feedback on the employee's strengths and areas for improvement.
Example: A Sales Manager conducts an annual appraisal for "John Doe," rating him on competencies such as "Sales Skills," "Customer Relationships," and his overall goal achievement.
To conduct an appraisal:
The completed appraisal form is now ready for the next steps, such as approval and feedback delivery.
After the appraisals are completed by managers, they need to be reviewed and approved by HR or higher management. This ensures that the ratings and feedback are consistent with the company’s policies and standards.
Example: The HR department reviews the appraisals for all employees in the "Sales" department before finalizing the evaluations.
To review and approve an appraisal:
Once approved, the appraisal is final and will be stored in the employee’s performance record.
SAP HCM allows you to generate reports that summarize appraisal data for individuals or groups of employees. These reports can help managers and HR departments analyze performance trends, identify high performers, and plan development activities.
Example: The HR department generates a report to review the overall performance ratings for employees in the "Marketing" department to identify training needs.
To generate an appraisal report:
Reports on appraisals provide valuable insights for decision-making and can help drive organizational performance.
Appraisal templates and forms in SAP HCM play a crucial role in performance management by providing a structured way to evaluate employee performance. By defining templates, creating forms, conducting appraisals, and generating reports, SAP HCM ensures a streamlined and consistent appraisal process that helps improve employee performance and alignment with organizational goals.