Understanding Appraisal Table Conversions

If the organization uses the JD Edwards EntepriseOne performance appraisal feature but does not allow employees to review, approve, or contest the appraisals using ESS, you can set up the system to allow managers or human resources representatives to sign off on the appraisals on behalf of the employees. Before you can complete the appraisal process, you must define which parts of the organization allow managers to sign off for employees. You can use these programs to specify which companies, business units, or appraisal types allow manager sign-off:

  • CBPA System Company Constants (P08771).

  • CBPA System Business Unit Overrides (P08772).

  • CBPA Appraisal Type Overrides (P08773).

Alternatively, you can use these table conversion programs to automatically set the manager sign-off value for all companies, business units, or appraisal types:

  • Populate F08771A program (R8908771A)

    If you want to set the default value for all companies, you run this program to populate the CBPA System Company Constants Tag table (F08771A). The system creates one record in the F08771A table for each record in the F08771 table, and attaches the default value for the Manager Signoff for EE option to each record. You specify the default value in the processing options. After you run this program to populate the F08771A, if you want to change the value, you must change it using the CBPA System Company Constants program (P08771).

  • Populate F08772A program (R8908772A)

    If you want to set the default value for all business units, you run this program to populate the CBPA System Business Unit Overrides Tag table (F08772A). The system creates one record in the F08772A table for each record in the F08772 table, and attaches the default value for the Manager Signoff for EE option to each record. You specify the default value in the processing options. After you run this program to populate the F08771A, if you want to change the value, you must change it using the CBPA System Business Unit Overrides program (P08772).

  • Populate F08773A program (R8908773A)

    If you want to set the default value for all appraisal types, you run this program to populate the CBPA System Appraisal Type Overrides Tag table (F08773A). The system creates one record in the F088773A table for each record in the F08773 table, and attaches the default value for the Manager Signoff for EE option to each record. You specify the default value in the processing options. After you run this program to populate the F08771A, if you want to change the value, you must change it using the CBPA Appraisal Type Overrides program (P08773).

If you have existing performance appraisals, you can run the Populate F087711A table conversion program (R89087711A) to update the manager sign-off value on appraisals that have not yet been sent for manager approval (status 2). You can use data selection to specify which appraisals should be set using the default sign-off value. You run this program to set the manager sign-off value for existing performance appraisals. The system creates one record in the CBPA Appraisal Header Tag table (F087711A) for each record in the F087711 table, and attaches the default value for the Manager Signoff for EE option to each record. You specify the value in the processing options.

Note:

You must generate the F08771A, F08772A, F08773A and F087711A to the database before you run these programs. These programs can be run in any order.

Additionally, if you do not want to change the sign-off permissions for all existing appraisals, you use data selection to run these table conversion over only those appraisals that you want to change.