GetPerformanceAppraisalSettings

Get Performance Appraisal Settings

Minor Business Rule

Object Name: N0800205

Parent DLL: CHRM

Location: Client/Server

Language: NER

Functional Description

Purpose

The purpose of this function is to return the system settings for performance appraisals given a
particular company, home business unit, and appraisal type. The settings returned include the management
appraisal method, whether an employee self appraisal is required, and the self appraisal method if the
latter is true. The supervisor and employee rating scales are also returned if the appropriate
method is a traditional appraisal method.

This function can be used when creating a new performance appraisal for an employee. The appropriate
information about the employee and appraisal is input to the function, and it will return the
appraisal settings to be used.

Setup Notes and Prerequisites

Source Data Structure

No.Data ItemRequiredI/ODescription
1.HMCONIHome Company
2.ORMCUNIOrganizational Business Unit
3.TINCNIType Review
4.EV01NIClimb Hierarchy Flag If this flag is 1 the program will not climb
the hierarchy.  If the combination of CO, ORMCU, and TINC is not found in the original file, and this
flag is set to 1, an error flag will be returned.  If this flag has any other value, the function
will use the hierarchy to find the appropriate settings.
5.PACMNOManagement Appraisal Method
6.SCLESNOSupervisor Rating Scale
7.ESARQNOEmployee Self Appraisal Required
8.PABMNOEmployee Self Appraisal Method
9.SCLEENOEmployee Rating Scale
10.ERRCNOError Code 0 - Function was successful 1 - Settings not found
after climbing hierarchy 2 - Settings not found at the level passed
11.EV01NIGet Setting Descriptions  If this flag is 1 the program will get
the descriptions for the returned settings
12.DL01NOManagement Appraisal Method Description
13.DL01NOSupervisor Rating Scale Description
14.DL01NOEmployee Self Appraisal Required Description
15.DL01NOEmployee Self Appraisal Method Description
16.DL01NOEmployee Rating Scale Description
17.EV01NIGet system Defaults Only Flag If this flag is 0 the program will
look for any overrides in the system settings.  If none are found, the default is used. If this flag
is 1 the program will skip directly to get the defaults and pass those settings back.  This is the
default processing.
18.REQLSNOSupervisors required performance level
19.REQLENOEmployee self appraisal required performance level
20.DL01NOSupervisor required performance level description
21.DL01NOEmployee self appraisal required performance level description

Special Logic

Technical Specification

• If the Type Review value passed in is not blank, then perform the following fetches in order. If at
any time a fetch is successful, return its results and stop processing.

• Fetch from F08773 where HMCO = BF HMCO and ORMCU = BF ORMCU and TINC = BF TINC.
• If the climb Hierarchy flag is 1 and the first fetch was unsuccessful, then return error '2' and
stop processing, otherwise continue.
• Fetch from F08773 where HMCO = '00000' and ORMCU = BF ORMCU and TINC = BF TINC.
• Fetch from F08773 where HMCO = BF HMCO and ORMCU = *blank and TINC = BF TINC.
• Fetch from F08773 where HMCO = '00000' and ORMCU = *blank and TINC = BF TINC.

• If the settings have not been found, and the ORMCU is not blank, perform the following:

• Fetch from F08772 where ORMCU = BF ORMCU.
• If this was the first fetch, and it was not successful, and the climb hierarchy flag is 1, then
return error '2' and stop processing, otherwise continue.

• If the setting have not been found, and the HMCO is not blank, perform the following:

• Fetch from F08771 where HMCO = BF HMCO
• If this was the first fetch, and it was not successful, and the climb hierarchy flag is 1, then
return error '2' and stop processing, otherwise continue.

• If the setting have not been found, then fetch from F08771 using the HMCO = '00000'
• If the settings were still not found, return error '1'

• The Error Flag settings are as follows:

• 0 = Function was successful
• 1 = Settings not found after climbing hierarchy
• 2 = Settings not found at the level passed

• Please Note: Error 1 should never occur since there should always be a record in F08771 for company
'00000'

Data Structure

D0800205 - Get Performance Appraisal Settings

Source Data Structure

No.Data ItemRequiredI/ODescription
1.HMCONIHome Company
2.ORMCUNIOrganizational Business Unit
3.TINCNIType Review
4.EV01NIClimb Hierarchy Flag If this flag is 1 the program will not climb the hierarchy.  If the combination of
CO, ORMCU, and TINC is not found in the original file, and this flag is set to 1, an error flag will be returned.  If this flag has any other value, the function
will use the hierarchy to find the appropriate settings.
5.PACMNOManagement Appraisal Method
6.SCLESNOSupervisor Rating Scale
7.ESARQNOEmployee Self Appraisal Required
8.PABMNOEmployee Self Appraisal Method
9.SCLEENOEmployee Rating Scale
10.ERRCNOError Code 0 - Function was successful 1 - Settings not found after climbing hierarchy 2 - Settings
not found at the level passed
11.EV01NIGet Setting Descriptions  If this flag is 1 the program will get the descriptions for the returned
settings
12.DL01NOManagement Appraisal Method Description
13.DL01NOSupervisor Rating Scale Description
14.DL01NOEmployee Self Appraisal Required Description
15.DL01NOEmployee Self Appraisal Method Description
16.DL01NOEmployee Rating Scale Description
17.EV01NIGet system Defaults Only Flag If this flag is 0 the program will look for any overrides in the system
settings.  If none are found, the default is used. If this flag is 1 the program will skip directly to get the defaults and pass those settings back.  This is the
default processing.
18.REQLSNOSupervisors required performance level
19.REQLENOEmployee self appraisal required performance level
20.DL01NOSupervisor required performance level description
21.DL01NOEmployee self appraisal required performance level description

Parameter Name	Data Item	Data Type	Req/Opt	I/O/Both
szCompanyHome	HMCO	char	OPT	INPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 21.ab HMCOab ab Nab ab Oab Home Company
szOrganizationalBusinessUnit	ORMCU	char	OPT	INPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 1.ab HMCOab ab Nab ab Iab Home Company
cTypeIncreaseNextRevw	TINC	char	OPT	INPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 2.ab ORMCUab ab Nab Iab Organizational Business Unit
cClimbHierarchyTree	EV01	char	OPT	INPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 4.ab EV01ab ab Nab ab Iab Climb Hierarchy Flag If this flag is 1 the program will not climb the hierarchy. If the combination of CO, ORMCU, and TINC is not found in the original file, and this flag is set to 1, an error flag will be returned. If this flag has any other value, the function will use the hierarchy to find the appropriate settings.ab .
cManagementAppraisalMethod	PACM	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 5.ab PACMab ab Nab ab Oab Management Appraisal Methodab
szSupervisorRatingScale	SCLES	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 6.ab SCLESab ab Nab ab Oab Supervisor Rating Scaleab
cEmployeeSelfAppraisalRequired	ESARQ	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 7.ab ESARQab ab Nab ab Oab Employee Self Appraisal Requiredab
cEmployeeSelfAppraisalMethod	PABM	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 8.ab PABMab ab Nab ab Oab Employee Self Appraisal Methodab
szEmployeeRatingScale	SCLEE	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 9.ab SCLEEab ab Nab ab Oab Employee Rating Scaleab
cErrorCode	ERRC	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 10.ab ERRCab ab Nab ab Oab Error Code 0 - Function was successful 1 - Settings not found after climbing hierarchy 2 - Settings not found at the level passedab
cGetSettingDescriptions	EV01	char	OPT	INPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 11.ab EV01ab ab Nab ab Iab Get Setting Descriptions If this flag is 1 the program will get the descriptions for the returned settingsab
szMgmtAppraisalMethDescription	DL01	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 12.ab DL01ab ab Nab ab Oab Management Appraisal Method Descriptionab
szSupervisorScaleDescription	DL01	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 13.ab DL01ab ab Nab ab Oab Supervisor Rating Scale Descriptionab
szEeSelfApprReqDescription	DL01	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 14.ab DL01ab ab Nab ab Oab Employee Self Appraisal Required Descriptionab
szEeSelfApprMethodDescription	DL01	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 15.ab DL01ab ab Nab ab Oab Employee Self Appraisal Method Descriptionab
szEeRatingScaleDescription	DL01	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 16.ab DL01ab ab Nab ab Oab Employee Rating Scale Descriptionab
cGetSystemDefaultsOnlyFlag	EV01	char	OPT	INPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 17.ab EV01ab ab Nab ab Iab Get system Defaults Only Flag If this flag is 0 the program will look for any overrides in the system settings. If none are found, the default is used. If this flag is 1 the program will skip directly to get the defaults and pass those settings back. This is the default processing.ab
mnRequiredSelfAppraisalLev	REQLE	MATH_NUMERIC	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 19.ab REQLEab ab Nab ab Oab Employee self appraisal required performance levelab
mnRequiredPerformanceLevel	REQLS	MATH_NUMERIC	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 18.ab REQLSab ab Nab ab Oab Supervisors required performance levelab
szReqSelfAppraisalDescription	DL01	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 21.ab DL01ab ab Nab ab Oab Employee self appraisal required performance level descriptionab
szReqPerfLevelDescription	DL01	char	OPT	OUTPUT
No.ab Data Itemab Requiredab I/Oab Descriptionab 20.ab DL01ab ab Nab ab Oab Supervisor required performance level descriptionab
cManagerSignoffEmployeeBeh	MSEB	char	OPT	OUTPUT
A code that indicates whether the manager can enter the employee's final performance appraisal signoff, or approve or contest on behalf of the employee. Values are: 1 Yes, managers can approve or contest the final appraisal on the employee's behalf. 0 No, employees access the appraisal system through Employee Self Service, and approve or contest the appraisal themselves.
szManagerSignEEBehalfDesc	DL01	char	OPT	OUTPUT
A user defined name or remark.

Related Functions

None

Related Tables

None