LPL Display Last Employee Appraisal Date

I am trying to derive the latest AppraisalCompletionDate value from the EmployeeAppraisal BC for each employee. I've tried return last AppraisalCompletionDate date but still getting the first instance date for each employee. In the example below, I'm getting 02/17/2019 date and seeking to obtain 05/04/2022.

Ex., Employee 123

05/04/2022

05/05/2021

02/18/2020

02/17/2019

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Dr. Awesome

AppraisalCompletionDate is just a Date field, not a Relation, so I don't think last or first on AppraisalCompletionDate will work like that.

Are you on the Employee BC trying to Derive this? If so, there is this relation already on Employee to leverage: MostRecentCompletedEmployeeAppraisal

MostRecentCompletedEmployeeAppraisal

one-to-many relation to EmployeeAppraisal

Field Mapping uses ByDescendingEndDate

related.HROrganization = HROrganization

related.Employee = Employee

Instance Selection

where (related.DocumentOwner.Manager

and related.ManagerApproved

and related.RatingScale = Succession.RatingScale)

So you would use first MostRecentCompletedEmployeeAppraisal.AppraisalCompletionDate

There is in fact already a field on Employee doing this you can use:

MostRecentPerformanceDate is a ConditionalField

type is Date

if (MostRecentCompletedEmployeeAppraisal exists)

first MostRecentCompletedEmployeeAppraisal.AppraisalCompletionDate

else

You can use LPL Viewer in the Config Console to find and see all of this and other relations and fields that exist from Employee to EmployeeAppraisal.

Hope this helps.

jose-sahagun

I did initially try to use the Employee.MostRecentPerformanceDate but didn't return any results. I don't know if this helps but i'm viewing all the historical records for employees via Administrator > Resource > search any employee, open employee reccord > Performance tab. I personalized this and added field "AppraisalCompletionDate" to view the date. I see several completion dates for this employee.

The new field i created is on the Employee BC. Also tried your suggestion as shown below and no results.

/////////////////////////////////////////////////////

Employee is a BusinessClass

owned by hr

Derived Fields

LastAppraisal is a DerivedField

type is Date

return first MostRecentCompletedEmployeeAppraisal.AppraisalCompletionDate date

Dr. Awesome

I am not an EmployeeApprasial expert but it must be something with what the MostRecentCompletedEmployeeAppraisal rel is filtering out vs. what you have or are looking for:

These must be true on EmployeeAppraisal for the MostRecentCompletedEmployeeAppraisal relation to find them:

Instance Selection

where (related.DocumentOwner.Manager

and related.ManagerApproved

and related.RatingScale = Succession.RatingScale)

You could create and use your own UserRelation based on what MostRecentCompletedEmployeeAppraisal is but without the Instance Selection.

Joseph Van Denburg

That looks like the relation/instance selection that would be used when the Succession Planning module pulls in the latest performance rating (where the rating scale is used for Succession-based performance). So it has a specific purpose for the Succession module. Like you said - create a user relation based on this without the instance selection.

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