Using the PeopleSoft Fluid User Interface to Work with Documents as Employees

This topic discusses a list of pages that employees can access from a single place in the PeopleSoft Fluid User Interface to work with documents.

For general information about fluid pages in PeopleSoft HCM, see Understanding PeopleSoft Fluid User Interface Home Pages.

Page/Tile Name

Definition Name

Usage

Performance Tile

HC_EP_EE_SELECT_FLU (cref for the tile)

EP_EE_TILE_FLU (page for dynamic data)

View the total count of evaluation requests or current documents for the logged-in employee.

Performance Page

EP_EE_SELECT_FLU

Access common ePerformance employee self-service transactions.

My Current Documents Page

EP_EE_SELECT_FLU

Access the employee’s own current documents.

Create Document Page (Performance)

EP_CREATE_FLU_SCF

Add new ePerformance documents.

My Historical Documents Page

EP_EE_SELECT_FLU

Access completed or canceled documents that are owned by the employee.

Evaluations of Others Page

EP_EE_SELECT_FLU

Accept or decline evaluation requests, or work on accepted evaluations.

Historical Evaluations of Others Page

EP_EE_SELECT_FLU

Access evaluation documents for others that are completed by the employee.

Use the Performance tile (EP_EE_TILE_FLU) to view the total count of evaluation requests or current documents for the logged-in employee.

Image: (Tablet) Performance tile

This example illustrates the Performance tile for the tablet.

(Tablet) Performance tile

Image: (Smartphone) Performance tile

This example illustrates the Performance tile for the smartphone.

(Smartphone) Performance tile

The Performance tile displays:

  • The number of evaluation requests.

  • (If no evaluation requests are present) The number of current documents.

    If only one document is available, the system displays the next due date of that document.

    If no current documents are present, no document count or text is displayed.

Click the Performance tile to access these employee self-service transactions easily without using traditional menu navigations:

  • My Current Documents

  • My Historical Documents

  • Evaluations of Others

  • Historical Evaluations of Others

Use the My Current Documents page (EP_EE_SELECT_FLU) to access the employee’s own current documents.

Image: (Tablet) My Current Documents page

This example illustrates the fields and controls on the My Current Documents page for the tablet.

(Tablet) My Current Documents page

Image: (Smartphone) My Current Documents page

This example illustrates the fields and controls on the My Current Documents page for the smartphone.

(Smartphone) My Current Documents page

The grid on this page lists all current documents (document status is not Completed or Canceled) for the logged-on employee, which include both performance and development documents. Information shown in this grid contains:

  • Document type

  • Document status

  • Evaluation period

  • Next due date

Click a document row to open the corresponding document for edits in the ePerformance WorkCenter. From the WorkCenter, you can click the Performance link in the breadcrumb to return to the Performance page.

Field or Control

Definition

Create Document

Click the button to access the Create Document page to create new documents as an employee.

Use the Create Document (Performance) page (EP_CREATE_FLU_SCF) to add new ePerformance documents.

Image: Create Document page (Performance)

This example illustrates the fields and controls on the Create Document page (Performance).

Create Document page (Performance)

Employees use this page to specify the criteria used to create new documents.

If default values (document type and evaluation period) are specified on the Assign Document Defaults Page for the Employee Self Service page, the system prepopulates them on the Create Document page.

The ability for employees to create documents is configured in the document type definition. The system populates the Document Type drop-down field with document types that allow employees to initiate the document creation process.

Note: To prevent employees from creating documents in the PeopleSoft Fluid User Interface, make sure to disable employee’s ability to initiate document creation process on the Document Types Page. Since the Create Document page is a secondary page in the PeopleSoft Fluid User Interface, it cannot be hidden to employees through permission lists.

If the document that you create already exists, the system displays a message about it and no document is created.

After the document is created successfully, a confirmation message with the created document is displayed, and a new row for it is added to the grid on the My Current Documents page. The count for my current documents is updated on the left panel as well.

See Create <Performance or Development> Documents Page

Use the My Historical Documents page (EP_EE_SELECT_FLU) to access completed or canceled documents that are owned by the employee.

Image: My Historical Documents page

This example illustrates the fields and controls on the My Historical Documents page.

My Historical Documents page

The grid on this page lists all historical documents (document status is either Completed or Canceled) for the logged-on employee, which include both performance and development documents. Information shown in this grid contains:

  • Document type

  • Document status

  • Evaluation period

Click a document row to open the corresponding document for review in the ePerformance WorkCenter. From the WorkCenter, you can click the Performance link in the breadcrumb to return to the Performance page.

Use the Evaluations of Others page (EP_EE_SELECT_FLU) to accept or decline evaluation requests, or work on accepted evaluations.

Image: Evaluations of Others page

This example illustrates the fields and controls on the Evaluations of Others page.

Evaluations of Others page

Pending Evaluation Requests

The grid in this section lists the evaluation requests from others that are pending employee’s acceptance.

Field or Control

Definition

Accept

Click the button to accept the selected evaluation requests.

The system removes accepted requests from the Pending Evaluation Requests section and adds them to the Current Evaluations section.

Decline

Click the button to decline the selected evaluation requests.

On the modal page that appears, the system displays the number of requests you have selected to decline. Optionally, you can enter a comment for declining the requests.

The system removes declined requests from the Pending Evaluation Requests section.

Submitters of peer nominations receive notifications when their nominations are accepted or declined, if corresponding notifications are enabled on the ePerformance Page.

Current Evaluations

The grid in this section lists the evaluation requests for other employees that the employee has accepted.

The “No data exists” text appears if there are no accepted evaluations for the employee.

Click a row to open and edit the corresponding evaluation for another employee on the <role> Evaluation page. From the WorkCenter, you can click the Performance link in the breadcrumb to return to the Performance page.

Use the Historical Evaluations of Others page (EP_EE_SELECT_FLU) to access evaluation documents for others that are completed by the employee.

Image: Historical Evaluations of Others page

This example illustrates the fields and controls on the Historical Evaluations of Others page.

Historical Evaluations Of Others page

The grid on this page lists all historical evaluations that the logged-on employee completed for other employees. It includes both performance and development documents. Information shown in this grid contains:

  • Employee name

  • Document type

  • Document status

  • Evaluation period

Click a row to view the corresponding evaluation that you completed for another employee on the <role> Evaluation page. From the WorkCenter, you can click the Performance link in the breadcrumb to return to the Performance page.