CreatePerformanceAppraisal

Create Performance Appraisal

Minor Business Rule

Object Name: N0800211

Parent DLL: CHRM

Location: Client/Server

Language: NER

Functional Description

Purpose

The purpose of this function is to edit and create a performance appraisal and if required employee
self-appraisal. The function must be passed the type of review, employee's direct supervisor's address,
employee's address, review from and thru dates, due dates for the performance appraisal and the
employee self-appraisal. The function will return an error flag for any error found during the creation
process.

The function will edit for a duplicate appraisal based on the type of review, supervisor address,
employee address and review from and thru dates. It will also edit if there is an active appraisal with
the review dates that overlap the dates of the appraisal to be created, this will cause a warning error
that a interactive user can override.

The function will create the F087711 Appraisal Header record, call the function to create the gap
snap shot for competency based appraisal or call the function to determine the template for traditional
based appraisals. If a template is to be created a record is written to F087711B.

Setup Notes and Prerequisites

Source Data Structure

Data Item Data Structure DescriptionI/OReqNotes
TINCcTypeIncreaseNextRevwIRType of Performance Appraisal to be created.
ANPAszSuperviorAddressNumberIRThe address book number of the supervisor.
AN8szEmployeeAddressNumberIRThe address book number of the employee.
FRVWjdDteFromReviewIRThe From Review Date indicates the begining
date of the range of time under which the employee's performance is considered for the current review.
TRVWjdDteThruReviewIRThe Thru Review Date indicates the ending date
of the range of time under which the employee's performance is considered for the current review.
PADDjdDatePerformanceAppraisalIRThe date by which the performance appraisal
must be completed, including the appropriate approvals.
ESADDjdDateSelfAppraisalDueIRThe date by which the employee must complete
his or her self appraisal and notify his or her manager that it is completed.
EV01cFunctionCalledInterOrBatch IRFlag to indicate how function is called. (0 -
Interactive, 1 - Batch)
EV02cBypassWarning IRFlag to indicate if function should bypass
warning error edit.  (0 - Perform warning error edit, 1 - Bypass warning errors)
EV04cDefaultCompetencyWeights IRFlag if the job competency weights to should be
default used in function N0800156 Create Gap Snap Shot. Value should be supplied by a Processing
Option.
PIDszProgramId ONApplication ID or UBE ID that is calling the
named ER. This value will be output to the PID field in the Appraisal Header table F087711.
EV03cErrorStatus ONFlag to indicate an error has been found.
0 - No Errors
1 - Warning of a possible duplicate appraisal
2 - Hard Error duplicate appraisal found
3 - Hard Error appraisal header not created
4 - Hard Error gap snap shot not created
5 - Hard Error Employee Master error
6 - Hard Error one or more required parms not passed
7 - Hard Error Job Desc. or Job Group error, job type/step are probably not valid
8 - Hard Error failed to retrieve HR constants
9 - Hard Error failed to create Template Record
A - Hard Error One or more of the following fields are Blank OTPS, ORMCU or JBCD
DEFjdDateEffective ONThe effective date of the created appraisal
SERKmnKeyValueSerialNumber ONThe assigned serial number of the created
appraisal
PACMcManagementAppraisalMethod ONManager appraisal method
ESARQcEmployeeSelfappraisalReqONEmployee self-appraisal required 1/0 1-Yes 0-No
PABMcEmployeeSelfappraisalMethodONEmployee self-appraisal method

Special Logic

Technical Specification

Editing
•
Verify that the fields TINC, ANPA, AN8, FRVW, TRVW, PADD and ESADD are passed in. If any
of the fields are not passed in set DS EV03 - 6 return function failed.

•
Use data structure fields TINC, ANPA, AN8, FRVW and TRVW fetch from F087711. If record
found set DS EV03 = 2 return function failed.

•
Check DS EV02 if not equal to 1 edit for active appraisals that reviews dates overlap DS
review dates
• Use data structure fields TINC, ANPA, AN8 and GAPS = active select from F087711. Read
through the selected records and compare the review from and thru dates to the data
structure dates if the dates overlap set DS EV03 to 1 warning return function failed.

•
Use DS AN8 to fetch employee master from F060116. If employee master not found set DS
EV03 - 5 return function failed.

Build Appraisal Header F087711
•
Call to function N0800205 - Get Performance Appraisal Settings set parms as following
• Check returned ERRC If NE to 0 set DS EV03 - 3 return function failed.

•
Call BSFN N0800193 Get HR Constants return the parm OTPS szOrganizationType. If function
fails set EV03 - 3 return function failed.

•
Use index F087711_2 XJSERK Descending to fetch last record from F087711 set work field
EQ to SERK + 1

•
Call BSFN B9800100 to return the audit information. If function returns failed set EV03
- 3 return function failed.

Build Competency Based Appraisal
•
Check if the supervisors appraisal method set for competency based by calling N0800156.

'b7Check return for function if failed delete F087711 record set DS EV03 - 4 return function
failed

•
If Manager Performance Appraisal method is competency based calculate the Performance
Appraisal Level.  If  Employee Self Appraisal Method is competency based calculate Employee
Self Appraisal Level.
• Total  Job Competency Percentage achieved.  Loop through the Gap Snap Shot Table
F0800609 and retrieve the Job Competency Level Rule Weight and the Job Competency Percent
Achieved.  Divide each by 100 and load the answer into a variables associated with data item
BFAC.  BFAC will hold eight decimal places.
• Calculate the managers performance appraisal level by multiplying  Job Competency
Percentage achieved and Required Performance Appraisal Level. VA PerfAppLevel_BFAC = VA
TotJobCompAch_BFAC*VA ReqPerfLevel_REQLS
• Call N0800212 Check Scale for Valid Value in order to round the Performance Appraisal
Level correctly and to return a description.
• If the Employee Self Appraisal Level is required and is competency based determine if
Employee Self Appraisal Scale and Required level are the same as the Management Performance
appraisal.
• If the scales and required levels are the same set the Employee Self Appraisal Level
equal to Performance Appraisal Level  and the Employee Self Appraisal Level Description equal
to Performance Appraisal Level Description.
• If the scales and/or the required levels are different calculate the Employee Self
Appraisal Level in the same manner as Performance Appraisal Level. VA EmpSelfAppLvl_BFAC = VA
TotJobCompAch_BFAC*VA ReqSelfAppLevel_REQLE
• Call N0800212 again for the Self appraisal Level.

•
If either Management Appraisal Method or Employee Self Appraisal Method are to  be
completed in a traditional format call N0800216.
• Load the Template parameters into F087711B.

Write F087711 Appraisal Header record.

'b7Insert header record into F087711.

Data Structure

D0800211 - Create Performance Appraisal

Parameters

Data Item Data Structure DescriptionI/OReqNotes
TINCcTypeIncreaseNextRevwIRType of Performance Appraisal to be created.
ANPAszSuperviorAddressNumberIRThe address book number of the supervisor.
AN8szEmployeeAddressNumberIRThe address book number of the employee.
FRVWjdDteFromReviewIRThe From Review Date indicates the begining
date of the range of time under which the employee's performance is considered for the current review.
TRVWjdDteThruReviewIRThe Thru Review Date indicates the ending date
of the range of time under which the employee's performance is considered for the current review.
PADDjdDatePerformanceAppraisalIRThe date by which the performance appraisal
must be completed, including the appropriate approvals.
ESADDjdDateSelfAppraisalDueIRThe date by which the employee must complete
his or her self appraisal and notify his or her manager that it is completed.
EV01cFunctionCalledInterOrBatch IRFlag to indicate how function is called. (0
Interactive, 1  Batch)
EV02cBypassWarning IRFlag to indicate if function should bypass
warning error edit.  (0  Perform warning error edit, 1  Bypass warning errors)
EV04cDefaultCompetencyWeights IRFlag if the job competency weights to should be
default used in function N0800156 Create Gap Snap Shot. Value should be supplied by a Processing
Option.
PIDszProgramId ONApplication ID or UBE ID that is calling the
named ER. This value will be output to the PID field in the Appraisal Header table F087711.
EV03cErrorStatus ONFlag to indicate an error has been found.
0 - No Errors
1 - Warning of a possible duplicate appraisal
2 - Hard Error duplicate appraisal found
3 - Hard Error appraisal header not created
4 - Hard Error gap snap shot not created
5 - Hard Error Employee Master error
6 - Hard Error one or more required parms not passed
7 - Hard Error Job Desc. or Job Group error, job type/step are probably not valid
8 - Hard Error failed to retrieve HR constants
9 - Hard Error failed to create Template Record
A - Hard Error One or more of the following fields are Blank OTPS, ORMCU or JBCD
DEFjdDateEffective ONThe effective date of the created appraisal
SERKmnKeyValueSerialNumber ONThe assigned serial number of the created
appraisal
PACMcManagementAppraisalMethod ONManager appraisal method
ESARQcEmployeeSelfappraisalReqONEmployee self-appraisal required 1/0 1-Yes 0-No
PABMcEmployeeSelfappraisalMethodONEmployee self-appraisal method

Parameter Name Data Item Data Type Req/Opt I/O/Both

cTypeIncreaseNextRevw TINC char REQ INPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
TINCab ab cTypeIncreaseNextRevwab ab Iab Rab Type of Performance Appraisal to be created.

mnSupervisorAddressNumber ANPA MATH_NUMERIC REQ INPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
ANPAab ab szSuperviorAddressNumberab Iab Rab The address book number of the supervisor.

mnEmployeeAddressNumber AN8 MATH_NUMERIC REQ INPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
AN8ab ab szEmployeeAddressNumberab ab Iab Rab The address book number of the employee.

jdDteFromReview FRVW JDEDATE REQ INPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
FRVWab ab jdDteFromReviewab ab ab Iab Rab The From Review Date indicates the begining date of the
range of time under which the employee's performance is considered for the current review.

jdDteThruReview TRVW JDEDATE REQ INPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
TRVWab ab jdDteThruReviewab ab ab Iab Rab The Thru Review Date indicates the ending date of the range
of time under which the employee's performance is considered for the current review.

jdDatePerformanceAppraisal PADD JDEDATE REQ INPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
PADDab ab jdDatePerformanceAppraisalab Iab Rab The date by which the performance appraisal must be
completed, including the appropriate approvals.

jdDateSelfAppraisalDue ESADD JDEDATE REQ INPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notes
ESADDab ab jdDateSelfAppraisalDueab ab Iab Rab The date by which the employee must complete his or
her self appraisal and notify his or her manager that it is completed.
ab

cFunctionCalledInterOrBatch EV01 char REQ INPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
EV01ab ab cFunctionCalledInterOrBatch ab Iab Rab Flag to indicate how function is called. (0
Interactive, 1  Batch)

cBypassWarning EV02 char REQ INPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
EV02ab ab cBypassWarning ab ab ab Iab Rab Flag to indicate if function should bypass warning error
edit.  (0  Perform warning error edit, 1  Bypass warning errors)

cErrorStatus EV03 char OPT OUTPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
EV03ab ab cErrorStatus ab ab ab Oab Nab Flag to indicate an error has been found.
0 - No Errors
1 - Warning of a possible duplicate appraisal
2 - Hard Error duplicate appraisal found
3 - Hard Error appraisal header not created
4 - Hard Error gap snap shot not created
5 - Hard Error Employee Master error
6 - Hard Error one or more required parms not passed
7 - Hard Error Job Desc. or Job Group error, job type/step are probably not valid
8 - Hard Error failed to retrieve HR constants
9 - Hard Error failed to create Template Record
A - Hard Error One or more of the following fields are Blank OTPS, ORMCU or JBCD

szProgramId PID char REQ INPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
PIDab ab szProgramID ab ab ab Oab Nab Application ID or UBE ID that is calling the named ER. This
value will be output to the PID field in the Appraisal Header table F087711.

jdDateEffective DEF JDEDATE OPT OUTPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
DEFab ab jdDateEffective ab ab ab Oab Nab The effective date of the created appraisal

mnKeyValueSerialNumber SERK MATH_NUMERIC OPT OUTPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
SERKab ab mnKeyValueSerialNumber ab ab Oab Nab The assigned serial number of the created appraisal

cManagementAppraisalMethod PACM char OPT OUTPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
PACMab ab cManagementAppraisalMethod ab Oab Nab Manager appraisal method

cEmployeeSelfAppraisalRequ ESARQ char OPT OUTPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
ESARQab ab cEmployeeSelfappraisalReqab Oab Nab Employee self-appraisal required 1/0 1-Yes 0-No

cEmployeeSelfAppraisalMeth PABM char OPT OUTPUT

Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab
PABMab ab cEmployeeSelfappraisalMethodab Oab Nab Employee self-appraisal method

Related Functions

None

Related Tables

None

Parameter Name	Data Item	Data Type	Req/Opt	I/O/Both
cTypeIncreaseNextRevw	TINC	char	REQ	INPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab TINCab ab cTypeIncreaseNextRevwab ab Iab Rab Type of Performance Appraisal to be created.
mnSupervisorAddressNumber	ANPA	MATH_NUMERIC	REQ	INPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab ANPAab ab szSuperviorAddressNumberab Iab Rab The address book number of the supervisor.
mnEmployeeAddressNumber	AN8	MATH_NUMERIC	REQ	INPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab AN8ab ab szEmployeeAddressNumberab ab Iab Rab The address book number of the employee.
jdDteFromReview	FRVW	JDEDATE	REQ	INPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab FRVWab ab jdDteFromReviewab ab ab Iab Rab The From Review Date indicates the begining date of the range of time under which the employee's performance is considered for the current review.
jdDteThruReview	TRVW	JDEDATE	REQ	INPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab TRVWab ab jdDteThruReviewab ab ab Iab Rab The Thru Review Date indicates the ending date of the range of time under which the employee's performance is considered for the current review.
jdDatePerformanceAppraisal	PADD	JDEDATE	REQ	INPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab PADDab ab jdDatePerformanceAppraisalab Iab Rab The date by which the performance appraisal must be completed, including the appropriate approvals.
jdDateSelfAppraisalDue	ESADD	JDEDATE	REQ	INPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notes ESADDab ab jdDateSelfAppraisalDueab ab Iab Rab The date by which the employee must complete his or her self appraisal and notify his or her manager that it is completed. ab
cFunctionCalledInterOrBatch	EV01	char	REQ	INPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab EV01ab ab cFunctionCalledInterOrBatch ab Iab Rab Flag to indicate how function is called. (0 Interactive, 1 Batch)
cBypassWarning	EV02	char	REQ	INPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab EV02ab ab cBypassWarning ab ab ab Iab Rab Flag to indicate if function should bypass warning error edit. (0 Perform warning error edit, 1 Bypass warning errors)
cErrorStatus	EV03	char	OPT	OUTPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab EV03ab ab cErrorStatus ab ab ab Oab Nab Flag to indicate an error has been found. 0 - No Errors 1 - Warning of a possible duplicate appraisal 2 - Hard Error duplicate appraisal found 3 - Hard Error appraisal header not created 4 - Hard Error gap snap shot not created 5 - Hard Error Employee Master error 6 - Hard Error one or more required parms not passed 7 - Hard Error Job Desc. or Job Group error, job type/step are probably not valid 8 - Hard Error failed to retrieve HR constants 9 - Hard Error failed to create Template Record A - Hard Error One or more of the following fields are Blank OTPS, ORMCU or JBCD
szProgramId	PID	char	REQ	INPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab PIDab ab szProgramID ab ab ab Oab Nab Application ID or UBE ID that is calling the named ER. This value will be output to the PID field in the Appraisal Header table F087711.
jdDateEffective	DEF	JDEDATE	OPT	OUTPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab DEFab ab jdDateEffective ab ab ab Oab Nab The effective date of the created appraisal
mnKeyValueSerialNumber	SERK	MATH_NUMERIC	OPT	OUTPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab SERKab ab mnKeyValueSerialNumber ab ab Oab Nab The assigned serial number of the created appraisal
cManagementAppraisalMethod	PACM	char	OPT	OUTPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab PACMab ab cManagementAppraisalMethod ab Oab Nab Manager appraisal method
cEmployeeSelfAppraisalRequ	ESARQ	char	OPT	OUTPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab ESARQab ab cEmployeeSelfappraisalReqab Oab Nab Employee self-appraisal required 1/0 1-Yes 0-No
cEmployeeSelfAppraisalMeth	PABM	char	OPT	OUTPUT
Data Item ab Data Structure Descriptionab ab I/Oab Reqab Notesab PABMab ab cEmployeeSelfappraisalMethodab Oab Nab Employee self-appraisal method