EditSubmitReturnPerfAppr

Edit Submission/Return of Performance Appraisal

Minor Business Rule

Object Name: N0800219

Parent DLL: CHRM

Location: Client/Server

Language: NER

Functional Description

Purpose
This function determines whether a the status of a performance appraisal can be incremented in one
of the following ways:
• Can the employee submit a self appraisal
• Can the self appraisal be returned to the employee
• Can a manager submit an appraisal
• Can a manager return an appraisal
• Can the employee be notified that the appraisal is complete
• Can the employee give final approval to the appraisal and lock it from further changes
• Can the employee contest the appraisal and lock it from further changes

The function can be called to just test for one of the above conditions or called to test all of the
above conditions. If the program is called to test for all of the above, errors are automatically
suppressed.

Setup Notes and Prerequisites

Special Logic

Technical Specification

Submit Self Appraisal is allowed if the following conditions are true:
• The audience flag is 1 (employee)
• The user logged on is the employee
• The Gap Status is less than 3 (management approvals complete)
• The self appraisal is required
• The employee self appraisal has not been submitted already

Return Self Appraisal is allowed if the following conditions are true:
• The audience is the 2 or 3 (manager or HR)
• The responding supervisor is a manager (direct or indirect) of the employee or is the highest
authority approver
• The Gap Status is less than 3 (management approvals complete)
• The self appraisal was submitted

Submit Management approval is allowed if the following conditions are true:
• The audience is the 2 or 3 (manager or HR)
• The responding supervisor is a manager (direct or indirect) of the employee and is a required
approval level or is the highest authority approver
• The Gap Status is less than 3 (management approvals complete) and not equal to 0 (appraisal not
started)
• The last approval status is blank (no one has approved so far), or was approved by a lower-level
manager, or was returned by a higher level manager.

Return Management approval is allowed if the following conditions are true:
• The audience is the 2 or 3 (manager or HR)
• The responding supervisor is a manager (direct or indirect) of the employee and is a required
approval level or is the highest authority approver
• The Gap Status is less than 3 (management approvals complete)and not equal to 0 (appraisal not
started)
• The last approval status was approved by a lower-level manager, or was returned by a higher level
manager.
• The responding supervisor is not the first level supervisor.

Notify Employee that the appraisal is complete is allowed if the following conditions are true:
• The audience is the 2 or 3 (manager or HR)
• The responding supervisor is a manager (direct or indirect) of the employee and is a required
approval level or is the highest authority approver
• The Gap Status is equal to 3 (management approvals complete)

The employee can give final approval and lock the appraisal if the following conditions are true:
• The audience flag is 1 (employee)
• The user logged on is the employee
• The Gap Status equal to 4 (appraisal open for employee review)

The employee can contest the appraisal and lock it if the following conditions are true:
• The audience flag is 1 (employee)
• The user logged on is the employee
• The Gap Status equal to 4 (appraisal open for employee review)

Data Structure

D0800219 - Edit Submission/Return of Performance Appraisal

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

mnSupervisorInF087711 ANPA MATH_NUMERIC REQ INPUT

Supervisor F087711 - The supervisor number in the appraisal being edited against
for allowed approvals.  This is a key field to the appraisal.

mnAddressNumber AN8 MATH_NUMERIC REQ INPUT

Address Number - The employee who's performance appraisal is being edited for
submit/return.

szAudienceFlag AUDN char REQ INPUT

Audience Flag - the role the current user is acting as.
1 - Employee
2 - Manager
3 - HR

mnRespondingSupervisor ANAB MATH_NUMERIC REQ INPUT

Responding Supervisor - If the Audience Flag is 1 (Employee) then this value
should be the employee number.  Otherwise, this is the supervisor who is making the
approval/return. It could be the currently signed on user or a delegate.

nLevelOfLastApprover LVEL integer OPT INPUT

Level of Last Approver - This value can be retrieved from the F087711 of this
appraisal.  It is the level in relation to employee of the last manager to
approve/return the appraisal.

cLastApprovalStatus APPST char OPT INPUT

Last Approval Status - From the F087711 record for this appraisal.  This is the
status of the last person to approve the appraisal
Blank or Null - Never been approved or returned
1 - Approved
2 - Returned

szGapStatus GAPS char OPT INPUT

Gap Status - The status of the appraisal in the F087711

szEmployeeSelfAppraisalSta ESAS char OPT INPUT

Self Appraisal Status - The status of the employee's self appraisal in the
F087711.

nLevelInRelationToEmployee LVEL integer OPT BOTH

Level In Relation To Employee - Returns the level of management the responding
supervisor is to the employee.  1 is for first level managers, 2 is for second level
managers, and so on.  999 is the highest authority.  This information can also be
passed in to improve performance.

cSuppressErrorMessage SUPPS char OPT INPUT

Suppress Error Message - Enter a 1 to suppress errors from being set on the data
structure items.  Otherwise, appropriate errors will be set when the approval or
return is not valid.

cCheckForCertainApproval EV01 char REQ INPUT

Check for Certain Approval - This flag notifies the program if it needs to check
for a specific approval or if it should determine if all the approvals are valid.

0 - Verify if all approvals are valid (Will not set errors)
1 - Verify if self appraisal can be submitted
2 - Verify if self appraisal can be returned
3 - Verify if management can submit appraisal
4 - Verify if management can return appraisal
5 - Verify if employee can be notified to review appraisal
6 - Verify if employee can approve final
7 - Verify if employee can contest final

cSubmitSelfAllowed EV01 char OPT OUTPUT

Submit Self Allowed
0 - Submit self appraisal not allowed
1 - Submit self appraisal allowed

cReturnSelfAllowed EV01 char OPT OUTPUT

Return Self Allowed
0 - Return self appraisal not allowed
1 - Return self appraisal allowed

cManagementApprovalAllowed EV01 char OPT OUTPUT

Submit Management Approval Allowed
0 - Submit management approval not allowed
1 - Submit management approval allowed

cManagementReturnAllowed EV01 char OPT OUTPUT

Management Return Allowed
0 - Management return not allowed
1 - Management return allowed

cNotifyEmployeeAllowed EV01 char OPT OUTPUT

Notify Employee Allowed
0 - Notify Employee that appraisal is done is not allowed
1 - Notify Employee that appraisal is done is allowed

cFinalApprovalAllowed EV01 char OPT OUTPUT

Final Approval Allowed
0 - Final approval not allowed
1 - Final apprvoal allowed

cFinalContestingAllowed EV01 char OPT OUTPUT

Final Contesting Allowed
0 - Final contesting not allowed
1 - Final contesting allowed

cEmployeeSelfAppraisalRequ ESARQ char REQ INPUT

Employee Self Appraisal Required - a flag from the F087711 which denotes whether
a self appraisal is required or not.

nLevelFrom LVELF integer OPT BOTH

Level From - In the required approvals setup (F05844), this is the lowest level
manager that is required to approve for this employee.  The approval type for
appraisals is PERF.  If this information is not passed in it will be retrieved and
returned.

nLevelTo LVELT integer OPT BOTH

Level To - In the required approvals setup (F05844), this is the highest level
manager in the employee management hierarchy that is required to approve for this
employee.  The approval type for appraisals is PERF.  If this information is not
passed in it will be retrieved and returned.

mnHighestAuthority ANHA MATH_NUMERIC OPT BOTH

Highest - In the required approvals setup (F05844), this is the last approval
required.  This person may be outside the employee managment hierarchy.  The approval
type for appraisals is PERF.  If this information is not passed in it will be
retrieved and returned.

mnCurrentUserAddressNumber AN8 MATH_NUMERIC OPT NONE

Current User Address Number -

The address number of the currently signed on user.  If this information is not passed in, or it's value is 0, then the
function will retrieve it.

szCompanyHome HMCO char OPT NONE

Company Home -

The employee's home company from the employee master.  If this information is not passed in, it will be retrieved.

szCostCenterHome HMCU char OPT NONE

Home Business Unit -

The home business unit of the employee from the employee master.  If this information is not passed in, it will be
retrieved.

Related Functions

None

Related Tables

None

Parameter Name	Data Item	Data Type	Req/Opt	I/O/Both
mnSupervisorInF087711	ANPA	MATH_NUMERIC	REQ	INPUT
Supervisor F087711 - The supervisor number in the appraisal being edited against for allowed approvals. This is a key field to the appraisal.
mnAddressNumber	AN8	MATH_NUMERIC	REQ	INPUT
Address Number - The employee who's performance appraisal is being edited for submit/return.
szAudienceFlag	AUDN	char	REQ	INPUT
Audience Flag - the role the current user is acting as. 1 - Employee 2 - Manager 3 - HR
mnRespondingSupervisor	ANAB	MATH_NUMERIC	REQ	INPUT
Responding Supervisor - If the Audience Flag is 1 (Employee) then this value should be the employee number. Otherwise, this is the supervisor who is making the approval/return. It could be the currently signed on user or a delegate.
nLevelOfLastApprover	LVEL	integer	OPT	INPUT
Level of Last Approver - This value can be retrieved from the F087711 of this appraisal. It is the level in relation to employee of the last manager to approve/return the appraisal.
cLastApprovalStatus	APPST	char	OPT	INPUT
Last Approval Status - From the F087711 record for this appraisal. This is the status of the last person to approve the appraisal Blank or Null - Never been approved or returned 1 - Approved 2 - Returned
szGapStatus	GAPS	char	OPT	INPUT
Gap Status - The status of the appraisal in the F087711
szEmployeeSelfAppraisalSta	ESAS	char	OPT	INPUT
Self Appraisal Status - The status of the employee's self appraisal in the F087711.
nLevelInRelationToEmployee	LVEL	integer	OPT	BOTH
Level In Relation To Employee - Returns the level of management the responding supervisor is to the employee. 1 is for first level managers, 2 is for second level managers, and so on. 999 is the highest authority. This information can also be passed in to improve performance.
cSuppressErrorMessage	SUPPS	char	OPT	INPUT
Suppress Error Message - Enter a 1 to suppress errors from being set on the data structure items. Otherwise, appropriate errors will be set when the approval or return is not valid.
cCheckForCertainApproval	EV01	char	REQ	INPUT
Check for Certain Approval - This flag notifies the program if it needs to check for a specific approval or if it should determine if all the approvals are valid. 0 - Verify if all approvals are valid (Will not set errors) 1 - Verify if self appraisal can be submitted 2 - Verify if self appraisal can be returned 3 - Verify if management can submit appraisal 4 - Verify if management can return appraisal 5 - Verify if employee can be notified to review appraisal 6 - Verify if employee can approve final 7 - Verify if employee can contest final
cSubmitSelfAllowed	EV01	char	OPT	OUTPUT
Submit Self Allowed 0 - Submit self appraisal not allowed 1 - Submit self appraisal allowed
cReturnSelfAllowed	EV01	char	OPT	OUTPUT
Return Self Allowed 0 - Return self appraisal not allowed 1 - Return self appraisal allowed
cManagementApprovalAllowed	EV01	char	OPT	OUTPUT
Submit Management Approval Allowed 0 - Submit management approval not allowed 1 - Submit management approval allowed
cManagementReturnAllowed	EV01	char	OPT	OUTPUT
Management Return Allowed 0 - Management return not allowed 1 - Management return allowed
cNotifyEmployeeAllowed	EV01	char	OPT	OUTPUT
Notify Employee Allowed 0 - Notify Employee that appraisal is done is not allowed 1 - Notify Employee that appraisal is done is allowed
cFinalApprovalAllowed	EV01	char	OPT	OUTPUT
Final Approval Allowed 0 - Final approval not allowed 1 - Final apprvoal allowed
cFinalContestingAllowed	EV01	char	OPT	OUTPUT
Final Contesting Allowed 0 - Final contesting not allowed 1 - Final contesting allowed
cEmployeeSelfAppraisalRequ	ESARQ	char	REQ	INPUT
Employee Self Appraisal Required - a flag from the F087711 which denotes whether a self appraisal is required or not.
nLevelFrom	LVELF	integer	OPT	BOTH
Level From - In the required approvals setup (F05844), this is the lowest level manager that is required to approve for this employee. The approval type for appraisals is PERF. If this information is not passed in it will be retrieved and returned.
nLevelTo	LVELT	integer	OPT	BOTH
Level To - In the required approvals setup (F05844), this is the highest level manager in the employee management hierarchy that is required to approve for this employee. The approval type for appraisals is PERF. If this information is not passed in it will be retrieved and returned.
mnHighestAuthority	ANHA	MATH_NUMERIC	OPT	BOTH
Highest - In the required approvals setup (F05844), this is the last approval required. This person may be outside the employee managment hierarchy. The approval type for appraisals is PERF. If this information is not passed in it will be retrieved and returned.
mnCurrentUserAddressNumber	AN8	MATH_NUMERIC	OPT	NONE
Current User Address Number - The address number of the currently signed on user. If this information is not passed in, or it's value is 0, then the function will retrieve it.
szCompanyHome	HMCO	char	OPT	NONE
Company Home - The employee's home company from the employee master. If this information is not passed in, it will be retrieved.
szCostCenterHome	HMCU	char	OPT	NONE
Home Business Unit - The home business unit of the employee from the employee master. If this information is not passed in, it will be retrieved.