Qualifications (PA30)
Purpose
Use this procedure to create information in the Qualifications infotype.
Note The Qualifications infotype allows for the recording of information on the qualifications of employees.
The infotype also allows for the recording of Appraisal details, from an appraisee and appraiser viewpoint.
Reference For further information on creating appraisals, refer to the Create Appraisal procedure.
Trigger
Perform this procedure when creating the Qualifications infotype.
Prerequisites
The following are prerequisites for this transaction:
•  An employee record exists.
Menu Path
Start the transaction using the navigation path:
•  Select Processes è Human Resources è HR Master Data è Maintain Employee Details to go to the Maintain HR Master Data screen.
•  Or, select Processes è Payroll è HR Master Data è Maintain Employee Details to go to the Maintain HR Master Data screen.
Field Description Tables
The R/O/C column of each Field Description table indicates whether the field usage is:
R - Required in SAP.
O - Optional in SAP.
C - Conditional in SAP.
Procedure
1. Start the transaction using the navigation path.
screen  SAP Easy Access Main Menu
2. Double click Maintain Employee Details to go to the Maintain HR Master Data screen.
screen  Maintain HR Master Data
3. Select the relevant employee by entering their personnel number, or selecting Image in the Personnel no. field to search for employees using various selection criteria.
Note There are various methods to search for employees. Using last name / first name, organisational assignment data, or a free search utility which uses any data stored on the employee's record.
Caution The default search method will be the search method last utilised by the user. The following screen flow may differ dependent on the user.
screen  Determine Objects of Type Person
4. Use this screen to search for employees using various selection criteria, or click Image to display all standard selection criteria.
screen  Selection of Input Help
5. In this example, we will useImage.
screen  Personnel Number (1)
6. Complete the following fields to search for an employee:
Last Name
First Name
 
screen  Personnel Number (1) 1 Entry found
7. Click the entry required Image and selectImage.
8. Click Enter to select the employee.
screen  Maintain HR Master Data
Note This screen may appear different to the image displayed depending on your actions. The Maintain HR Master Data screen will display the tab last viewed and will default to the last employee record used.
9. To maintain the Qualifications infotype, click Image on the infotype menu bar to display the Image tab. Click on the tab to select it and then click on the Image next to the "Qualifications" line.
10. Complete the following field:
Period Fr.
 
11. Click Enter to verify the data.
screen  Maintain HR Master Data
12. Click Image to maintain the Qualifications infotype.
screen  Person: Change Profile (01.11.2000 - 31.12.9999)
Note The system will display any existing qualifications or appraisal details.
13. Perform one of the following:
If
Go To
You are maintaining qualification details.
You are maintaining appraisal details via the appraiser's record for an appraisee.
You are displaying appraisal details for an appraisee.
 
14. Click on the Image tab and click on Image at the bottom of the screen to create a qualification for an employee.
screen  Qualification (1)
15. Click Image to view all qualifications in the catalogue via a structured interface.
screen  Choose Qualification
Reference For further information on creating a qualifications catalogue, see the procedure Edit Qualifications Catalogue - Create Qualification and Edit Qualifications Catalogue - Create Qualifications Group.
16. Click Image to expand the parts of the qualifications catalogue required.
17. Click in the Image box next to relevant qualifications to select a qualification.
screen  Choose Qualification
18. Click Image when all relevant qualifications have been selected.
screen  Person: Change Profile (01.11.2000 - 31.12.9999)
19. In the Image field for each qualification, click Image to select proficiency levels.
screen  Scale: Standard Scale
20. Click on a relevant entry.
21. Click Image to select your entry.
Note Other skill types may have their own scales specific to the type of qualification selected.
screen  Person: Change Profile (01.11.2000 - 31.12.9999)
22. Click Image next to a relevant qualification to create a free text note for that qualification.
screen  Notes Change
23. Click Image to save the note.
24. Click Image to return to the Qualifications infotype.
screen  Person: Change Profile (01.11.2000 - 31.12.9999)
Note When a note is maintained for a qualification, the icon changes from Image toImage.
25. Click Save to save and go to step 50.
26. Click on the Image tab and click on Image at the bottom of the screen to start the appraisal process.
screen  Appraisal model (1) 2 Entries found
Reference For further information on creating appraisal models, see the process Edit Appraisals Catalogue.
27. Select the appraisal type required by clicking on the required entry and clickingImage.
screen  Prepare Appraisal - Annual Appraisal
28. Click Image to select the relevant appraisee.
screen  Prepare Appraisal - Annual Appraisal
29. ClickImage, and then click Image from the drop down list.
30. Click in the field next toImage, and click Image to search for the relevant employee.
screen  Person (1)
Note The search term will default to the last method used. In this example the search term "Last name - First name" is used.
31. Click Image to perform a search on the employee's name.
screen  Person (1)
32. Complete the following fields:
Last name
First name
 
screen  Person (1) 1 Entry found
33. Click in the Image box next to the entry required and then clickImage.
screen  Prepare Appraisal - Annual Appraisal
34. Click Image next to the employee required and then click Image .
35. Complete the following fields:
Period appraised
To
 
36. Click Image to execute.
screen  Perform Appraisal - Annual Appraisal
37. Click Image within each Image field for each appraisal criteria.
screen  Scale: Numeric
38. Select the relevant proficiency level by clicking on the entry and clickingImage.
screen  Perform Appraisal - Annual Appraisal
39. Click Image next to relevant appraisal criteria to create a free text note for your chosen appraisal criteria.
screen  Notes Change
40. Click Image to save the note.
41. Click Image to return to the Perform Appraisal screen.
screen  Perform Appraisal - Annual Appraisal
Note When a note is maintained for an appraisal criterion, the icon changes from Image toImage.
42. To complete the appraisal click Image , otherwise click Save to save the appraisal.
Note By saving but not completing an appraisal, you can return to the appraisal at a later date in order to enter further information. Completing an appraisal ends the appraisal process.
screen  Edit Appraisal - Annual Appraisal
43. Click Image to return to the Qualifications infotype
screen  Person: Change Profile (01.11.2000 - 31.12.9999)
44. Click Save to save and go to step 50.
45. Click on the Image tab.
screen  Person: Change Profile (01.11.2000 - 31.12.9999)
46. Click Image next to the relevant appraisal and click on Image at the bottom of the screen to display the appraisal details.
screen  Display Appraisal - Annual Appraisal
47. Click Image next to the relevant appraisal criteria to display any notes.
screen  Display Text:
48. Click Image to return to the appraisal details screen.
49. Click Image to return to the Qualifications infotype.
50. Click Go Back to return to the Maintain HR Master Data screen, or Exit to return to the Main Menu.
51. You have completed this transaction.
Result
You have reviewed the Qualifications infotype - entering and displaying Qualifications and Appraisal details.