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

This topic discusses a list of pages that managers 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

Team Performance Tile

HC_EP_MSS_SELECT_FLU_GBL (cref for the tile)

EP_MSS_TILE_FLU (page for dynamic data)

View the total count of current documents that are owned by and delegated to the logged-in manager.

Team Performance Page

EP_MSS_SELECT_FLU

Access common ePerformance manager self-service transactions.

Current Documents Page (Team Performance)

EP_MSS_SELECT_FLU

Access the current documents that are owned by the logged-in manager.

Select Employee(s) Page

HR_PSEL_FLU

Select employees for whom documents are to be created.

Create Documents Page (Team Performance)

EP_CREATE_MSS_FLU

Enter criteria to be used to create documents.

Delegated Documents Page

EP_MSS_SELECT_FLU

Access the documents that are delegated to the logged-in manager.

Historical Documents Page (Team Performance)

EP_MSS_SELECT_FLU

Access completed or canceled documents that are owned by the logged-in manager.

Team Performance Status Tile

HC_EP_DOCSTS_PGLT_FLU (cref for the tile)

EP_PG_DOCSTS_FLU (page for dynamic data)

View the performance status of the documents that are owned by the logged-in manager.

Team Performance Status Page

EP_PG_DOCSTS_FLU

View the performance status of the documents in details, and modify chart displays if necessary.

Change Settings Page

EP_PG_CHNG_SET_SCF

Edit the default settings used for launching the Performance Status page.

Use the Team Performance tile (EP_MSS_TILE_FLU) to view the total count of current documents that are owned by and delegated to the logged-in manager.

Image: (Tablet) Team Performance tile

This example illustrates the Team Performance tile for the tablet.

(Tablet) Team Performance tile

Image: (Smartphone) Team Performance tile

This example illustrates the Team Performance tile for the smartphone.

(Smartphone) Team Performance tile

If no documents are available, no information is displayed on the Team Performance tile.

Click the tile to access the Team Performance page and navigate to these manager self-service transactions easily without using traditional menu navigations:

  • Current Documents

  • Delegated Documents

  • Historical Documents

Use the Current Document page (Team Performance) (EP_MSS_SELECT_FLU) to access the current documents that are owned by the logged-in manager.

Image: (Tablet) Current Documents page (Team Performance)

This example illustrates the fields and controls on the Current Documents page (Team Performance) for the tablet.

(Tablet) Current Documents page (Team Performance)

Image: (Smartphone) Current Documents page (Team Performance)

This example illustrates the fields and controls on the Current Documents page (Team Performance) for the smartphone.

(Smartphone) Current Documents page (Team Performance)

The grid on this page lists all current documents (document status is not Completed or Canceled) that are owned by the logged-on manager, which include both performance and development documents. Information shown in this grid contains most or all of this information:

  • Employee name and job title

  • Document type

  • Document status

  • Evaluation period

  • Next due date

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

Field or Control

Definition

Create Documents or Add icon

Click the button to access the Create Document page to create new documents as a manager.

Filter icon

Click the icon to enter parameters used to filter the list of documents to be displayed.

Documents can be filtered by employee name, document type, document status, and evaluation period.

Sort icon

Click the icon to select a field that the system uses to sort the documents.

All column headings that appear on the grid are available for sorting.

Supplementary Panel for the Team Performance Page

If you use PeopleTools 8.55 or later, the Team Performance page includes a supplementary panel that provides access to related information and simplified analytics.

For more information about simplified analytics, see PeopleTools: Pivot Grid.

Image: (Tablet) Supplementary panel for the Team Performance page

This example illustrates the supplementary panel for the Team Performance page for the tablet.

(Tablet) Supplementary Panel for the Team Performance page

Image: (Smartphone) Supplementary panel for the Team Performance page

This example illustrates the supplementary panel for the Team Performance page for the smartphone.

(Smartphone) Supplementary Panel for the Team Performance page

Field or Control

Definition

Supplementary Panel icon (Supplementary Panel tab)

Click this icon to open the supplementary panel. The panel displays tabs for Related Information and My Analytics.

Related Information

The Related Information tab displays the Performance Status pivot grid chart. This chart is the Simplified Analytics version of the Team Performance Status Page .

For information on how to use the Related Information tab content and the Simplified Analytics Wizard, see PeopleTools: Pivot Grid, Viewing Pivot Grid Models, Viewing Pivot Grid Models in Fluid Mode.

Personalize Related Content icon [Personalize RC (Related Content) icon]

This icon appears at the top of the Related Information tab. Click to open the Personalize Related Content page. This page lists the available related content so you can choose whether the Related Information tab shows or hides each item.

Display Performance Status in Modal Window icon(Display Performance Status in Modal Window icon)

This icon appears at the top of each individual item in the Related Information tab. Click to expand the item to open a modal dialog with a larger interactive version of the chart.

My Analytics

The My Analytics tab provides access to the simplified analytics capabilities provided by PeopleTools 8.55 and later. Click the plus button to create a new chart, or click an existing chart to view details.

The delivered role PivotGridSuperUser gives users the ability to create and publish reports.

For information on how to use the My Analytics tab and the Simplified Analytics Wizard, see PeopleTools: Pivot Grid, Using Simplified Analytics, Creating and Using Simplified Analytic Reports.

Use the Select Employee(s) page (HR_PSEL_FLU) to select employees for whom documents are to be created.

Image: Select Employee(s) page

This example illustrates the fields and controls on the Select Employee(s) page.

Select Employee(s) page

The ability for managers to create documents for employees is configured in the document type definition. For managers to create documents for any given document type, the option for the manager role to initiate the document creation process must be enabled on the Document Types Page.

The Select Employee(s) page displays all direct and indirect reports of the logged-in manager based on that manager’s job. Select from the grid one or more employees (or search for direct or indirect reports in the Search Options section) and click the Continue button.

Note: Indirect report information appears if the Allow Indirect Reports option is enabled on the Direct Reports Transaction Configuration Page for the PeopleSoft Fluid User Interface - Manager Self-Service transaction.

Use the Create Documents page (Team Performance) (EP_CREATE_MSS_FLU) to enter criteria to be used to create documents.

Image: Create Documents page (Team Performance)

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

Create Documents page (Team Performance)

Managers 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 Manager Self Service page, the system prepopulates them on this page. It also populates the Document Type drop-down field with document types that allow managers to initiate the document creation process.

Field or Control

Definition

Create

Click the button to start the document creation process.

After documents are created successfully, a confirmation message with the created document count is displayed, and a new row for each document is added to the grid in the Current Documents page. Click the row to access the newly created document for the corresponding employee.

If documents fail to create successfully, the system lists the information in a modal page as reference.

Selected Employees

This grid lists the direct and indirect reports who were selected in the previous step.

Use the Delegated Documents page (EP_MSS_SELECT_FLU) to access the documents that are delegated to the logged-in manager.

Image: Delegated Documents page

This example illustrates the fields and controls on the Delegated Documents page.

Delegated Documents page

If the logged-in manager has been chosen as a delegated manager and delegated documents are available, they are shown on the Delegated Documents page.

The same grid layout is used for displaying current documents and delegated documents.

Field or Control

Definition

Documents for or Delegated Documents For

Select a manager for whom the documents are shown on the grid. By default, all delegated documents are displayed.

This field appears if the logged-in manager is delegated by more than one manager. If the logged-in manager is delegated by one manager, that manager’s name appears instead.

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

Use the Historical Documents page (Team Performance) (EP_MSS_SELECT_FLU) to access completed or canceled documents that are owned by the logged-in manager.

Image: Historical Documents page (Team Performance)

This example illustrates the fields and controls on the Historical Documents page (Team Performance).

Historical Documents page (Team Performance)

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

  • Employee name and job title

  • Document type

  • Document status

  • Evaluation period

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

Use the Team Performance Status tile (EP_PG_DOCSTS_FLU) to view the performance status of the documents that are owned by the logged-in manager.

Image: Team Performance Status tile

This example illustrates the fields and controls on the Team Performance Status tile.

(Tablet) Team Performance Status tile

The tile displays the status of all documents in the manager’s organization. Click the tile to access the Team Performance Status Page.

By default, it shows the information of the logged-in manager. However, the manager can change settings on the Team Performance Status page and selects a different manager (direct or indirect), in which case the information for that manager's organization is displayed. For example, if Betty Locherty logs in the first time, she sees her organization (including all documents owned by her direct and indirect reports). Later, if Betty Locherty changes the manager to Rosanna Channing, the chart refreshes and shows all documents in Rosanna's organization when Betty views the tile again.

Use the Team Performance Status page (EP_PG_DOCSTS_FLU) to view the performance status of the documents in details, and modify chart displays if necessary.

Image: (Tablet) Team Performance Status page

This example illustrates the fields and controls on the Team Performance Status page for the tablet.

Team Performance Status page

Image: (Smartphone) Team Performance Status page

This example illustrates the fields and controls on the Team Performance Status page for the smartphone.

(Smartphone) Team Performance Status page

This page mimics the My Team’s Performance Status Pagelet and displays the performance status of documents that have the logged-in user as the manager. In addition to the chart, document information is also presented in a grid view.

Field or Control

Definition

Filter Options icon

Click the icon to select filter values (by status, by manager, by location, and by department) for the chart. This option is applicable to the smartphone view only.

Options Menu icon

Click the icon to perform one of these actions:

  • View chart data as a whole in pivot grid, and update column and row values as needed.

  • Select the available filters to be used in the chart.

    By default, the Status, Manager, Location and Department filters are enabled.

  • Export data to spreadsheets.

  • Edit chart options.

    See the Viewing a Pivot Grid Model Using the Pivot Grid Viewer topic in PeopleTools: Pivot Grid for more information on using the chart options.

Change Settings

Click the link to select or update parameters (document type, evaluation period, and manager) that are used to build the chart on a modal page.

Filter Criteria

From the filter criteria area, managers can:

  • View the document count by filtering parameter.

  • Filter document information by status, by manager (direct reports within the same organization), by location, and by department.

Chart

From the chart, managers can:

  • View the distribution of manager’s documents by status.

  • Click pie segments to view document details of corresponding statuses in a modal window.

  • Open documents for edits or viewing from the modal window.

Field or Control

Definition

Pivot Grid Chart Types

Click to display data in the chart type represented by the icon. Available chart types include vertical bar, pie (default value) and horizontal bar.

Use the Change Settings page (EP_PG_CHNG_SET_SCF) to edit the default settings used for launching the Team Performance Status page.

Image: Change Settings page

This example illustrates the fields and controls on the Change Settings page.

Change Settings page

Use this page to change the document settings (document type, evaluation period, and manager) that are used populate the chart.

Field or Control

Definition

<name link>

Click the link to select to view the organization of the logged-in manager (self).

This is useful if the currently selected user is a lower level manager within the organization, and you wish to refresh the chart to display document information of your entire team.

Select a Different Manager

To choose a manager whose name is not available because he or she is a lower level manager reporting to another manager on the list , click the Direct Managers Count icon to expand the organizational hierarchy of that other manager, and select the person of your choice.