5.4. Monitoring the Annual Declaration Review Progress

As you approve or return staff member’s Annual Declaration submission, you can review the monitoring status of each review action using the procedure below.

1. To monitor the status of a staff member’s annual review, use PA20
   

2. Enter the staff member’s personnel number and validate.
   1. Select All for the Period.
   2. Enter IT9003 in the Infotype text box, and ADEC in the Sty (subtype) text box.
   3. Click on the display record button to show all existing records.
3. Select the record for the Review year you are monitoring.
   The infotype start and end date correspond to the review year. Ensure you select the correct review year.

4. Verify the review year.
   The Monitoring Dates section is updated as each step is completed as follows:

• Monitoring Initiated: Updated with status Monitoring Started on the date when T-Code ZPAANNUALDEC is executed by the HR Partner Support team and email notification is received by staff member.
• Document submitted: Updated with status All Documents Submitted when the annual declaration form is submitted by a staff member or by HR Administrator on behalf of staff member.
• Monitoring completed: Updated with status Auto Approved when staff member’s annual declaration form is auto approved,
  • Approved by HR Partner: when HR Partner completes reviewing staff members form and approves.
  • Non-compliance/incomplete documentation: when HR Partner request staff member for additional documentation and the staff member does not resubmit their annual declaration form with additional documentation requested.
  • Non-compliance/fail to submit: when staff member fails to submit their annual review. This status is updated automatically when the annual review season is closed.
  • Completed on separation: when staff member separates during a review season the HR Partner will update this status as part of the separation checklist
  • Completed on secondment: when staff member proceeds on outgoing secondment during a review season the HR Partner will update this status.
  • Completed after deadline: when staff member submits their annual review manually after a review season has been closed, the HR Partner will update this status
• Monitoring follow-up: Updated with status Follow up Initiated when monitoring follow up is initiated for a staff member who is yet to submit their annual review. The follow up is initiated by the HR Partner Support team.

)footnote¹