PeopleSoft Enterprise ePerformance 9.1 PeopleBook

Performing Administrative Tasks

This chapter discusses how to:

Manage administrative tasks.
Manage document processes.
Create business objectives pages.
Manage business objectives.
Publish business objectives.
Cascade objective items.
Administer business objectives
Create objectives summary data.
Identify business objective nodes.
Restart objective batch processes.
Generate reports.

Managing Administrative Tasks

This section provides an overview of administrative tasks and discusses how to:

Transfer documents.
Confirm transfers.
Select documents for status change.
Cancel documents.
Delete documents.
Select documents to enter preliminary ratings.
Enter preliminary ratings.

Understanding Administrative Tasks

This section discusses these topics:

Transfer
Status change
Cancel
Delete
Preliminary ratings

Note. You can perform certain administrative tasks outside of the evaluation cycle. Typically, administrators perform these tasks for documents that belong to one or more groups of employees that do not report to them, while managers work only with documents for employees or groups that report directly to them.

Transfer

You might transfer a document from one manager to another if an employee is reassigned or if a reorganization occurs. Administrators can transfer any document that is in any status. Managers can transfer only documents that they currently own with a status of In Progress, Available for Review, Review Held, or Acknowledged.

When a document is transferred, the system automatically notifies the new manager that he or she is responsible for completing the evaluation process that is in progress for that employee.

Status Change

The status of individual evaluations that are part of a document changes when employees and managers perform tasks such as opening or completing the evaluation, or managers mark an evaluation as Available for Review, Review Held, or Acknowledged. The manager can also change the status of an employee evaluation by clicking the Reopen button on the Employee Evaluation page. This changes the status of the employee evaluation back to In Progress. The Reopen button is available to the manager and ePerformance Administrator for evaluations when they are not the owner (the manager can't reopen their own evaluation) and the evaluation status is Complete or Cancelled and the overall document status is In Progress. Once the manager moves their document status past In Progress, they can not reopen the employee evaluation.

However, additional situations might occur where managers or ePerformance administrators need to change the statuses of documents as a whole. Document statuses are changed using pages that are found on the Administrative Tasks menu. Document statuses can only be changed to In Progress.

Managers can change documents to In Progress from any of these statuses:

Available for Review
Review Held
Acknowledged
Cancel
Delete

ePerformance Administrators can change document statuses to In Progress from any of the above statuses plus:

Complete
Cancelled

If a document is changed from Complete or Cancelled to the In Progress status, the document is removed from all approval queues and becomes inaccessible to the employee. If the status is changed from Complete to In Progress, the following steps on the Document Details page also change to In Progress: Nominate Participants; Track Nominations; and Review Participant Evaluations.

Any competency ratings that were pushed from the completed evaluation to Job Profile Manager (JPM) are rolled back. Managers must then move the document back through the entire sequence of statuses until they can once again mark it as complete.

Cancel

ePerformance enables managers and ePerformance administrators to cancel a document. Managers can only cancel documents with a status of In Progress. ePerformance administrators can cancel any document that is not already cancelled.

After you cancel a document, it becomes inactive. Canceling a document does not remove it from the system – it only marks it as cancelled and the document appears in the Historical Documents page instead of the Current Documents page.

When the system updates Manage Profiles, the system deletes all documents that have been cancelled and updates the Manage Profiles business process.

Delete

Because cancelled documents are not physically deleted from the system, ePerformance provides a delete function that enables you to remove documents and all their associated evaluations completely from the system.

Preliminary Ratings

Managers can enter preliminary ratings for employees and update these ratings at any time that a document's status is In Progress. Preliminary ratings use the rating model that is defined for the Overall Summary section and are used to generate the View Ratings Summary (EP_DISTRIB_SUM) report, which you use to analyze whether ratings are distributed in the expected manner. Employees cannot view preliminary ratings.

Pages Used to Manage Administrative Tasks

Page Name	Definition Name	Navigation	Usage
Transfer Document	EP_APPR_SELECT	Manager Self Service, Performance Management, Performance Documents, Administrative Tasks, Transfer Document, Transfer Document Workforce Development, Performance Management, Performance Documents, Administrative Tasks, Transfer Document, Transfer Document Manager Self Service, Performance Management, Development Documents, Administrative Tasks, Transfer Document, Transfer Document Workforce Development, Performance Management, Development Documents, Administrative Tasks, Transfer Document, Transfer Document	Select documents for transfer from one manager to another.
Confirm Transfer	EP_APPR_XFER	On the Transfer Document page select one or more documents and then click the Continue button.	Confirm the transfer of documents between managers.
Reopen Document	EP_APPR_SELECT	Manager Self Service, Performance Management, Performance Documents, Administrative Tasks, Reopen Document, Reopen Document Workforce Development, Performance Management, Performance Documents, Administrative Tasks, Reopen Document, Reset Document Manager Self Service, Performance Management, Development Documents, Administrative Tasks, Reopen Document, Reopen Document Workforce Development, Performance Management, Development Documents, Administrative Tasks, Reopen Document, Reopen Document	Select documents for status change.
Confirm Status Reset	EP_APPR_STATUS	On the Reopen Document page select one or more documents and then click the Continue button.	Confirm an document status change.
Cancel Document	EP_APPR_SELECT	Manager Self Service, Performance Management, Performance Documents, Administrative Tasks, Cancel Document, Cancel Document Workforce Development, Performance Management, Performance Documents, Administrative Tasks, Cancel Document, Cancel Document Manager Self Service, Performance Management, Development Documents, Administrative Tasks, Cancel Document, Cancel Document Workforce Development, Performance Management, Development Documents, Administrative Tasks, Cancel Document, Cancel Document	Cancel an document.
Confirm Cancellation	EP_APPR_CANCEL	On the Cancel Document page select one or more documents and click the Continue button.	Confirm a document cancellation.
Delete Documents	EP_APPR_SELECT	Manager Self Service, Performance Management, Performance Documents, Administrative Tasks, Delete Document, Delete Documents Workforce Development, Performance Management, Performance Documents, Administrative Tasks, Delete Document, Delete Documents Manager Self Service, Performance Management, Development Documents, Administrative Tasks, Delete Document, Delete Documents Workforce Development, Performance Management, Development Documents, Administrative Tasks, Delete Document, Delete Documents	Delete documents that you previously cancelled.
Confirm Delete	EP_APPR_DELETE	On the Delete Document page select one or more documents and then click the Continue button.	Confirm a document deletion.
Enter Preliminary Ratings	EP_APPR_SELECT	Manager Self Service, Performance Management, Performance Documents, Administrative Tasks, Enter Preliminary Ratings, Enter Preliminary Ratings	Select one or more employees for whom you want to enter preliminary ratings.
Preliminary Ratings	EP_APPR_PRELIM	On the Enter Preliminary Ratings page select one or more documents and then click the Continue button.	Enter preliminary ratings for selected employees.
Enter Preliminary Ratings - Save Confirmation	EO_SAVE_CONFIRM	On the Preliminary Ratings page click the Save button.	Confirm that you want to save the preliminary ratings that you entered.
View Performance Documents	EP_APPR_SELECT	Workforce Development, Performance Management, Performance Documents, View Documents, View Performance Documents	View documents.

Transferring Documents

Access the Transfer Document page (Manager Self Service, Performance Management, Performance Documents, Administrative Tasks, Transfer Document, Transfer Document).

The ePerformance Administrator view, shown above, enables you to select and transfer documents regardless of the manager. Documents with a status of Complete or Cancelled are historical documents and cannot be transferred.

This functionality is sometimes used to finish evaluations when the manager is not allowed to do so (for example, in cases where there is a reassignment, LOA, or any situation where the manager can't complete the transfer), You can narrow the search by entering one or more of the search fields.

If you click Search without entering criteria, the system displays all employee evaluations in the organization.

The manager's view is limited to documents that the manager owns. The manager cannot search for other documents. After selecting one or more documents, click Continue. The system displays the Confirm Transfer page.

Confirming Transfers

Access the Confirm Transfer page (on the Transfer Document page select one or more documents and then click the Continue button).

Select a Manager

Click this link to select the manager to receive the transfer then click Save.

Selecting Documents for Status Change

Access the Reopen Document page (Manager Self Service, Performance Management, Performance Documents, Administrative Tasks, Reopen Document, Reopen Document).

All documents in the Available for Review, Review Held, or Acknowledged status can appear in the list.

The ePerformance administrator view contains search fields to narrow the list by manager first or last name, employee first or last name, document type, status, or period between.

To change the document status, select one or more documents and then click the Continue button. A confirmation page appears on which you can either confirm the status change or return without changing status.

Note. The Reopen Document page only changes the status of the overall document and the manager evaluation. The manager or HR Administrator must reset the status of individual evaluations within each evaluation.

See Also

Managing Document Processes

Canceling Documents

Access the Cancel Document page (Manager Self Service, Performance Management, Performance Documents, Administrative Tasks, Cancel Document, Cancel Document).

Search for Documents

ePerformance administrators use this group box to search for non-cancelled documents, regardless of the manager. If you click Search without entering criteria, all employee evaluations in the organization appear.

Manager's use this group box to search for documents they own where the status is In Progress.

Performance Documents

This group box displays the results of the search. The administrator or manage can select one or more documents. A confirmation page displays after the system notifies the user the cancellation was completed.

Deleting Documents

Access the Delete Documents page (Manager Self Service, Performance Management, Performance Documents, Administrative Tasks, Delete Document, Delete Documents).

The ePerformance administrator view enables you to delete any documents that are Cancelled. You can narrow the search by entering selection criteria in one or more of the search fields. If you click Search without entering any data, all employee evaluations with a Cancelled status appear.

The manager's view displays cancelled documents that the manager owns and does not enable the manager to enter search fields.

After selecting one or more documents, click Continue. The Confirm Delete page appears.

Selecting Documents to Enter Preliminary Ratings

Access the Enter Preliminary Ratings page (Manager Self Service, Performance Management, Performance Documents, Administrative Tasks, Enter Preliminary Ratings, Enter Preliminary Ratings).

Select one or more employees and then click the Continue button.

See Recording Preliminary Ratings.

Entering Preliminary Ratings

Access the Preliminary Ratings page (from the Enter Preliminary Ratings page, select one or more employees and then click the Continue button).

Select a preliminary rating from the Preliminary Rating drop-down list box; then click Save.

Managing Document Processes

This section presents an overview of document process management and lists the pages used to manage document processes.

Understanding Document Process Management

If you have the ePerformance administrator role, you can view any document in any status and perform certain tasks that change the document status or due date. This is a safety valve in case the employee or manager are unable to complete the tasks.

Follow these steps:

To open the Document Details page for the document, enter selection criteria on one of the view documents pages (Performance or Development) and select the document that you want to view from the results list.
Click the View link next to a step to see the details of that step.

You can view details of a step only after the step is started.
Perform various tasks on the Establish Criteria document (criteria document) or role evaluations.

The tasks that are available to you depend on the status of the criteria document or role evaluation. These are:
- Change the due date.
- Reopen criteria document or evaluation.
- Cancel criteria document or evaluation.

The procedures for selecting documents, viewing document details, and performing tasks as an administrator are the same as the procedures for any other role.

See Also

Accessing Documents

Modifying Evaluation Criteria

Pages Used to Manage Document Processes

Page Name	Definition Name	Navigation	Usage
View Performance Documents View Development Documents	EP_APPR_SELECT	Workforce Development, Performance Management, Performance Documents, View Documents, View Performance Documents Workforce Development, Performance Management, Development Documents, View Documents, Development Documents	Search for and view a list of documents that meet the search criteria
View Performance Documents - Document Details View Development Documents - Document Details	EP_APPR_DETAIL	Click a document type link on the View Performance Documents page	View the details of the selected document.

Page Name

Definition Name

Navigation

Usage

View Performance Documents

View Development Documents

EP_APPR_SELECT

Workforce Development, Performance Management, Performance Documents, View Documents, View Performance Documents
Workforce Development, Performance Management, Development Documents, View Documents, Development Documents

Search for and view a list of documents that meet the search criteria

View Performance Documents - Document Details

View Development Documents - Document Details

EP_APPR_DETAIL

Click a document type link on the View Performance Documents page

View the details of the selected document.

Creating Business Objectives Pages

This section provides an overview on the administration of business objectives pages, lists common elements used in this section, and discusses how to:

Select an objective plan.
Create business objectives.
Confirm the creation of objective pages.

Understanding the Creation of Business Objectives Pages

This section discusses these topics:

Process overview.
Administrator role.
Manager role.

Process Overview

You can share the administration or management of the objectives pages between the administrator and the objective page owner. The objective page owner is typically the executive or manager responsible for the objectives at a particular level of the organization.

Administrators, as well as the objectives page owners, have the ability to update objective pages once they are created. At the upper levels of the organization, the responsibility typically falls to the administrator or the executives administrative assistant; however, as the process moves down the organization, the individual owners are more likely to update the pages themselves.

The system allows both roles to update the objectives pages. For this reason, the page owner will have access to some of the administrative capabilities.

Administrator Role

Once you setup the plan, complete the templates, and identify business objective nodes, the administrator creates and administers the pages that are built from the templates. These transactions include the ability to create, update, view, and publish the objective pages.

PeopleSoft has created a permission list to support the objective functionality. This permission list is called Manage Objective Pages and includes these transactions:

Create Objective Pages.
Administer Objective Pages (Update).
Publish Objective Pages.

PeopleSoft has added this permission list to the ePerformance HR Admin role. This role is responsible for administering all the day to day ePerformance activities under Workforce Development, Performance Management. This role is used for allowing access to the new pages described within this section.

Note. Before you can create business objective pages, you must first identify the nodes using the Identify Business Objective Nodes page.

See Identifying Business Objective Nodes.

Manager Role

Once the page has been created and the page owner has been identified, each page owner will need access to their objectives page to add and update their objectives. They will also be able to access other business objective pages once they have been created.

PopleSoft modified the ePerformance Manager Permission List (HCCPSS2150) to support the objective functionality. This permission list includes the Update Objective Pages and View Objectives Pages transactions.

Common Elements Used in this Section

Objective Plan	Select the objective plan that you want to use to create, publish or update pages. After you select a plan, this field appears as display only on many pages. The system only displays plans that have a status of Active.
Template	Select the template that you want to use to create objective pages. After you select a template, this field appears as display only on many pages. The system only displays templates that are effective as of the Objective Plan date.

Pages Used to Create Business Objectives Pages

Page Name	Definition Name	Navigation	Usage
Create Business Objectives - Select Objective Plan	EPO_PLAN_SELECT	Workforce Development, Performance Management, Business Objectives, Create Business Objectives, Create Business Objectives - Select Objective Plan	Click the link associated with the objective plan for which you want to create business objective pages.
Create Business Objectives	EPO_CREATE_PAGE	On the Create Business Objectives - Select Objective Plan page, click the link associated with the objective plan for which you want to create business objective pages.	Enter the criteria to be used to create the business objective pages.
Create Objective Pages - Confirmation	EPO_CREATE_RSLTS	On the Create Business Objectives page, click the Create Objective Pages button.	View the results of the create process to verify that your objective pages were created successfully.

Selecting an Objective Plan

Access the Create Objective Pages page (Workforce Development, Performance Management, Business Objectives, Create Business Objectives, Create Business Objectives - Select Objective Plan).

Click the link associated with the objective plan for which you want to create objective pages.

Creating Business Objectives

Access the Create Business Objectives page (on the Create Business Objectives - Select Objective Plan page, click the link associated with the objective plan for which you want to create business objective pages).

Home Page Creation Details

Template	Select the template that you want to use to create objective pages. The system only displays templates that are effective as of the Objective Plan date.
Publication Due Date	Enter the date that pages owners should complete their page by and submit it for publication.
Set Owner to Department Manager or Set Owner to Position Manager	This field changes based on the hierarchy method associated to the objective plan you selected. Select this check box to assign the page owner to either department manager or position manager.

Department Selection

If you selected Department as the hierarchy method on the Objective Plan page, the system displays these fields in the grid:

Set ID	Enter or select the set ID of the department that for which the page will be created.
Department	Enter or select a department ID. The system displays only active departments in effect as of the effective date of the objective plan.
Create Objective Pages	Click to create the objective pages for the departments that you selected in the Department Selection grid. The system displays the Create Objective Pages - Confirmation page. This page lets you know which pages have been created and which pages have not been created.

Position Selection

If you selected Position as the hierarchy method on the Objective Plan page, the system displays these fields in the grid:

Position Number	Enter or select a position number. The system displays only active positions in effect as of the effective date of the objective plan.
Position Name	Once you select a position, the system displays the position name.
Create Objective Pages	Click to create the objective pages for the positions that you selected in the Position Selection grid. The system displays the Create Objective Pages - Confirmation page. This page lets you know which pages have been created and which pages have not been created.

Confirming the Creation of Objective Pages

Access the Create Objective Pages - Confirmation page (from the Create Objective Pages page, click Create Objective Pages).

After clicking on the Create Objective Pages button, this page will show which objective pages were successfully created and which ones failed with a message describing the problem. The same page is used for Department and Position hierarchies.

If you select Department the system displays the Selected Departments group box, which includes these fields: Set ID, Department, Description, Page Owner, and Message. Under a separate heading, this page will also display any pages that were not created.

Managing Business Objectives

This section discusses how to:

Select objective pages to update or view.
Update objectives pages.
View objective pages.

Pages Used to Manage Business Objectives

Page Name	Definition Name	Navigation	Usage
Select Business Objectives Select Objective Plan View Objectives	EPO_PAGE_SELECT EPO_PLAN_SELECT	Manager Self Service, Performance Management, Business Objectives, Manage My Objectives, Select Business Objectives Workforce Development, Performance Management, Business Objectives, Manage Business Objectives, Select Business Objectives Self Service, Performance Management, Business Objectives, View Objectives, View Objectives, View Objectives	Update objective pages. Managers who are owners of pages can use the Manager Self Service path to update information on the objective pages (EPO_PAGE_SELECT). The ePerformance administrator can update objective pages using the Workforce Development navigation path (EPO_PLAN_SELECT). Employees can use the Self Service navigation path to view objectives (EPO_PAGE_SELECT). Note. The ePerformance Administrator and managers who own objective pages and can update or view available objectives.
Update Objectives - <Department or Position> View Objectives - <Department or Position>	EPO_MAIN	From the Select Business Objectives page click the Update link and then click OK (Manager Self Service path and Workforce Development path) From the View Objective page, click the View link (Employee Self Service path).	Update or add pre-coded or free-form items to the sections and align them to the objectives listed on the page. After making changes, users can also save, cancel, preview, submit for publication, send messages to the owners of business objectives pages, and view different objectives by launching an organizational chart to locate departments that have established business objectives.
View Objectives - <Name of Objective>	EPO_MAIN	From the Select Business Objectives page select the View link. From the View Objectives page, click the View link.	From this page you can review the department, period, objective plan, objective owner, title, and template ID associated with the business objective. Users can also click an icon to view the number employees aligned to organizational objectives listed on the page and click a link to launch an organizational chart to locate departments that have established business objectives.

Selecting Objective Pages to Update or View

Access the Select Business Objectives page (Workforce Development, Performance Management, Manage Business Objectives, Select Business Objectives).

Note. This page illustrates what an administrator would see when they access this page using the Workforce Administration navigation paths. Managers and employees who use either the Manager Self Service or Self Service path would see a slightly different page. Administrators can view all Business Objectives pages, regardless of status. Managers and employees and can only view Business Objectives pages when they are in a Published status.

Position or Department	Enter or select the department or position associated with the pages for which you are searching.
Objective Owner	Select the owner of the objective for which you are searching.
Status	Select one of these values: In Progress - Assigned In Progress - Unassigned Published Ready To Publish
Search	Click to generate a list of pages that match the search criteria.
Update	Click to access the objectives page in update mode.
View	Click to access the objective page in view only mode.

Updating Objectives Pages

Access the Update Objectives page - <Department or Position> (from the Select Business Objectives page click the Update link associated with the business objective that you want to update).

View History

Select a date from the drop-down list box and click Go to view a different version of the Objectives page. The system opens the View Objectives page in your browser and displays the version of the objectives that you selected.

Alternate Editor

Select another employee to act as an alternative editor to allow them access to review and update the objectives.

Comments

Use this field to enter any comments related to the objectives on the page or about any changes you are making or suggesting.

Preview

Click this button to access the View Objectives page (view-only mode). The system takes the information that you entered on the Update Objectives page and displays it in a new page that shows you how the page will look to other users when it is published.

Submit for Publication

Click this button to submit the objectives for publication. The system displays the Update Objectives - Submit for Publication Confirmation page. Click OK to submit the page for publication. After the status has changed, you cannot make updates to the Objective Page until after it is published.

View Different Objectives

Click this link to access the Search for Business Objectives page. The system displays this page as an objectives chart. Use this page to locate departments or positions that have established business objectives.

(aligned items)

Click this icon to view the number employees aligned to the item to which the icon is associated.

Add <Objective Name>

Click this link to access the Add an Item page. You can either enter a free-form item or a coded item from the Content Catalog. When you are finished, click the Next button to continue.

(alignment chain)

Click this icon to access the Objective Alignment Chain page where you can view the alignment of the item with corporate and departmental objectives.

(item title)

Click this icon to access a new page that lists the details associated with the item (for example, title, description, measurement and so on).

Viewing Objective Pages

Access the View Objectives - <Name of Objective> page (from the Select Business Objectives page click the View link associated with the business object that you want to view).

Note. This page illustrates what an administrator would see when they access this page using the Workforce Administration navigation paths. Employees who use the Self Service path would see a slightly different page.

Return	Click this button to return to the Select Business Objectives page.
View Different Objectives	Click this link to access the Search for Business Objectives page. The system displays this page as an objective chart. Use this page to locate departments or positions that have established business objectives.
(align items)	Click this icon to view the number employees aligned to the item to which the icon is associated.

Publishing Business Objectives

This section discusses how to:

Select objective plans.
Publish objective pages.
Confirm publication of objective pages.

Pages Used to Publish Business Objectives

Page Name	Definition Name	Navigation	Usage
Publish Business Objectives - Select Objective Plan	EPO_PLAN_SELECT	Workforce Development, Performance Management, Business Objectives, Publish Business Objectives, Publish Business Objectives - Select Objective Plan	Use this page to enter search criteria to find objective pages that you want to publish.
Select Page to Publish	EPO_PAGE_SELECT	On the Publish Business Objectives - Select Objective Plan page select the link associated with the objective plan for which you want to publish objective pages.	Enter search criteria to locate the objective pages that you want to publish.
Confirm Publication	EPO_PAGE_PUBLISH	From the Select Page to Publish page select the objective pages you want to publish then click the Continue button	Use this page to publish objective pages.

Selecting Objective Plans

Access the Select Objective Plan page (Workforce Development, Performance Management, Business Objectives, Publish Business Objectives, Select Objective Plan).

Select the link associated with the objective plan for which you wan to publish objective pages.

Publishing Objective Pages

Access the Select Page to Publish page (on the Select Objective Plan page select the link associated with the objective plan for which you wan to publish objective pages).

SetID

For department hierarchies enter or select the setID of the department for which the page will be created.

Department or Position

Enter or select the department or position for which the page will be created

Search

Click to generate a list of pages that match the search criteria.

Continue

Select the pages you want to publish and then click this button to go to the Publish Business Objectives - Confirm Publication page.

Note. Once a page is published, it can be viewed by everyone in the organization.

Confirming Publication of Objective Pages

Access the Confirm Publication page (from the Select Page to Publish page select the objective for which you want to publish objective pages then click the Continue button).

Publish Pages

Click to generate and send email notifications to individuals based on the installation options you selected on the Objective Pages page during installation (Setup HRMS, Install, Country and Product Specific, ePerformance General Settings, Objective Pages).

If you selected Only Notify on First Publication in the general settings for Objective Pages page, the system sends notifications only the first time the objective page is published. Notifications are not sent for subsequent publications of the business objective.

Cascading Objective Items

This section provides an overview of the cascading process and discusses how to:

Select objectives.
Enter document parameters.

Understanding the Cascading Process

This section discusses:

Process overview.
Item updates.

Process Overview

ePerformance provides administrators with the ability to cascade objectives from the Business Objective pages to individual performance documents. This process is helpful in doing mass insertion of objective items into the performance documents of individuals.

The number of documents affected depends upon where in the organizational hierarchy from which the item is cascaded. For example, cascading objectives from the CEO or Executive Vice President level could impact thousands of documents in a large organization.

To review the list of documents that will be updated before the system actually updates the database, administrators can run the cascading process in preview mode. If an administrator selects the Preview Cascade Items option on the Select Objectives page, the system generates a report but does not actually cascade the items down to the documents.

Once items are cascaded, the documents display the items that are aligned to the organizational pages and the objectives from which the items were cascaded.

Item Updates

When an administrator runs the confirmation process, the system stores the objective item details that were cascaded on the documents. For items that are cascaded down to other documents, ePerformance treats these items as mandatory and does not allow users (manager, employee or any participant) to delete items or update the fields that are cascaded down.

When modifications are made to the objectives and the pages are republished, the objective items are syndicated to the documents using the Syndication process which runs automatically during the Publication process.

If the status of the evaluation criteria is In Progress, the system updates the item within that document. If the status of an evaluation is In Progress, the system updates the item on each evaluation to which the item was cascaded.

There are two pages that the administrator needs to complete before they can run the process:

Select Objectives:

The administrator uses this page to select the objective page. They then choose the section (if more than one exists). Additionally they can indicate on this page whether or not to preview or confirm the process. Once an administrator enters the page information, the system displays the items from the page and section that was selected. The administrator can then select the items from this page that they want to cascade.
Document Parameters:

Before running the process, the administrator selects the ePerformance document parameters to which they want to cascade the items. The administrator selects the document type associated with the objective plan. The system automatically enters period begin and end dates from the period dates on the objective plan. The administrator, however, can overwrite these dates if they don't match the dates of the document. However, administrators can choose to not enter the period end date in order to select all documents started on or after begin date until the current date. The section name specifies the section of the documents where objectives items are cascaded. From here administrators can choose the level from which they want to cascade items downward.

Note. This process does not work as well for organizations that use anniversary dates to drive performance evaluations.

When the administrator runs the process, the system selects all documents for employees using the ePerformance Document Parameters that the administrator entered. Assuming the administrator selected the Confirm Cascade Items option, the system cascades the items to the documents that have the status of In Progress, which also contain the same content type as the objective section. The system generates a report that displays all employees in the selection method to which the items were successfully cascaded. The system also generates a list of all employees in the selection method to which the items can't be cascaded along with the reasons the cascade was not successful.

Note. The system will not cascade an item if the status of the document is Cancelled.

Pages Used to Cascade Objective Items

Page Name	Definition Name	Navigation	Usage
Select Objectives	EPO_SEL_OBJ	Workforce Development, Performance Management, Business Objectives, Cascade Objective Items, Select Objectives	Select the objective items that you want to cascade to individual performance documents from the Business Objective pages.
Document Parameters	EPO_DOC_PARM	Workforce Development, Performance Management, Business Objectives, Cascade Objective Items, Document Parameters	Select the ePerformance document parameters to which you want to cascade business objective items.

Selecting Objectives

Access the Select Objectives page (Workforce Development, Performance Management, Business Objectives, Cascade Objective Items, Select Objectives).

Objective Plan

Select the objective plan that contains the object items that you want to cascade down to employee documents. The system refreshes the page and then displays the Set ID and Department ID fields if the plan is based on the department hierarchy.

If the objective plan is associated with a position ID, the system displays this field instead of Set ID and Department ID.

Set ID

The system automatically enters the set ID associated with the objective plan. You can, however select a different set ID if needed.

Department ID

Enter the department ID associated with the objective plan.

Position ID

Enter the position ID associated with the objective plan. If the objective plan is associated with a position ID, the system displays this field instead of Set ID and Department ID.

Cascade Run Type

Select Preview Cascade Items if you want to preview the results of the process but not cascade the items to the documents you select on the Document Parameters page. Select Confirm Cascade Items if you want to run and cascade the items to the documents. The default for this option is Preview Cascade Items.

Section Type

Select the section type associated with the objective plan that you want to cascade down to your organization.

Page Title and Page Owner

The system displays the page title and page owner when you select a value for the Position ID field or the Department ID field.

Section <Name>

When you select a value for the Section Type field, the system displays a list of objectives associated with the objective plan and section. Select the objectives that you want to cascade down to the documents that you select on the Document Parameters page.

Entering Document Parameters

Access the Document Parameters page (Workforce Development, Performance Management, Business Objectives, Cascade Objective Items, Document Parameters).

Document Type

Select the document type associated with the objective plan that you selected on the Select Objectives page.

Section Type

Select a section type to which you want to cascade objective items. The drop-down list box displays all section that have same content type as the section of the Objective page.

Period Begin Date and Period End Date

The system automatically enters period begin and end dates from the period dates on the objective plan. You can, however, overwrite these dates if they don't match the dates of the document. The dates entered here are used to select documents that fall within the range.

Manager ID

This field determines the manager that the system should start at to establish the population of employee documents. The system follows the direct report method used in ePerformance to determine the manager's direct reports.

Overwrite existing item?

Select this check box if you want to overwrite items that already exist on the documents to which you are cascading items.

Cascade Levels

Select either One or All to indicate the number of levels to which you want to cascade items down to the selected documents.

Selecting All will cascade items to the documents of all direct and indirect reports of the manager. Selecting One will only cascade items to documents of the manager's direct reports.

Administering Business Objectives

This section discusses how to:

Assign or transfer business objectives.
Manage the statuses of objectives.
Review late objectives.
Review objectives by status.

Common Elements Used in this Section

Department	Select the department for which you want to administer an action.
Objectives Owner	Select the owner of the objectives for which you want to administer an action.
Status	To filter the search results, select one of these statuses: In Progress - Assigned In Progress - Unassigned Inactive Published Ready to Publish Note. If you do not select a status, the system displays all objectives regardless of status when you click search. In addition not all statuses are available for selection on every page.
Select	Select the check box associated with the objectives for which you want to initiate an action.
Continue	After you select one or more objectives, click this button go to the next page which you can use to notify the page owners of the action that you are taking. If you are assigning the Objectives page to a different owner, the system displays a page that enables you to search for and select an owner.

Pages Used to Administer Business Objectives

Page Name	Definition Name	Navigation	Usage
Assign/Transfer Business Objectives	EPO_PAGE_SELECT	Workforce Development, Performance Management, Business Objectives, Administer Business Objectives, Assign/Transfer Business Objectives, Assign/Transfer Business Objectives	If there is currently no owner for the Objective page, you can use this page to assign Objectives pages to an owner. In addition you can transfer ownership of Objectives pages that have already been assigned to a different owner.
Manage Objectives Status	EPO_PAGE_SELECT	Workforce Development, Performance Management, Business Objectives, Administer Business Objectives, Manage Objectives Status, Manage Objectives Status	Use this page to delete business objectives inactivate objectives, lock objectives, reactivate objectives, or unlock objectives.
Review Late Objectives	EPO_PAGE_SELECT	Workforce Development, Performance Management, Business Objectives, Administer Business Objectives, Review Late Objectives, Review Late Objectives	Use this page to search for objectives that have not been published and the published due date is prior to today.
Review Objectives by Status	EPO_PAGE_SELECT	Workforce Development, Performance Management, Business Objectives, Administer Business Objectives Review Objectives by Status, Review Objectives by Status	Use this page to review objectives by status. You can search for Objectives pages that are in any of these statuses: In Progress - Assigned, In Progress - Unassigned, Inactive, Published, and Ready to Publish

Assigning or Transferring Business Objectives

Access the Assign/Transfer Business Objectives page (Workforce Development, Performance Management, Business Objectives, Administer Business Objectives, Assign/Transfer Business Objectives, Assign/Transfer Business Objectives).

Action

Select one of these actions, enter your search criteria, and then click Search to view a list of objectives:

Transfer Business Objectives

Assign Objective Owner

Note. The system disables the Objectives Owner and Status fields if you select the Assign Objective Owner action.

Managing the Statuses of Objectives

Access the Manage Objectives Status page (Workforce Development, Performance Management, Business Objectives, Administer Business Objectives, Manage Objectives Status, Manage Objectives Status).

Action

Select one of these actions, enter your search criteria, and then click Search to view a list of objectives:

Delete Business Objectives

Inactivate Objectives

Lock Objectives

Reactivate Objectives

Unlock Objectives

Note. If you select Reactivate Objectives, the system automatically selects Inactive as the status.

Review Late Objectives

Access the Review Late Objectives page (Workforce Development, Performance Management, Business Objectives, Administer Business Objectives, Review Late Objectives, Review Late Objectives).

Select the Review Late Objectives action, enter your search criteria, and then click Search to view a list of objectives.

Note. The system disables the Objectives Owner and Status fields for this action.

Reviewing Objectives by Status

Access the Review Objectives by Status page (Workforce Development, Performance Management, Business Objectives, Administer Business Objectives, Review Objectives by Status, Review Objectives by Status).

Select the Review Objectives by Status action, enter your search criteria, and then click Search to view a list of objectives.

Creating Objectives Summary Data

This section discusses how to create summary data for objectives.

Page Used to Create Objective Summary Data

Page Name	Definition Name	Navigation	Usage
Create Objectives Summary Data	EPO_OBJ_ALIGN_EXT	Workforce Development, Performance Management, Business Objectives, Create Objectives Summary Data, Create Objectives Summary Data	Use this process to extract data by objective plan that the system will use to generate the Employees Aligned to Business Objectives metric.

Creating Objectives Summary Data

Access the Create Objectives Summary Data page (Workforce Development, Performance Management, Business Objectives, Create Objectives Summary Data, Create Objectives Summary Data).

Select the objective plan for which you want to create summary data and then click Run.

Identifying Business Objective Nodes

This section discusses how to:

Select an objective plan.
Identify business objective nodes.

Note. Before you can create Business Objective pages, you must identify the nodes (departments or positions) that are going to have business objective pages.

Pages Used to Identify Business Objective Nodes

Page Name	Definition Name	Navigation	Usage
Identify Business Objective Nodes - Select Objective Plan	EPO_PLAN_SELECT	Workforce Development, Performance Management, Business Objectives, Identify Objective Nodes, Identify Business Objective Nodes - Select Objective Plan	Select the objective plan for which you want to identify nodes.
Identify Business Objective Nodes	EPO_PAGE_SETUP	Select the link associated with the objective plan for which you want to identify nodes.	Use this page to identify nodes that will have business objective pages.

Selecting an Objective Plan

Access the Identify Business Objective Nodes - Select Objective Plan page (Workforce Development, Performance Management, Business Objectives, Identify Objective Nodes, Identify Business Objective Nodes - Select Objective Plan).

Click a link associated with the objective plan for which you want to identify business objective nodes. The system displays the Identify Business Objective Nodes page.

Identifying Business Objective Nodes

Access the Identify Business Objective Nodes page (on the Select Objective Plan page select the link associated with the objective plan for which you want to identify business objective nodes).

Department

Select the department or position for which you want to identify nodes.

Search

After you select a department or position, click this button to display the target department and direct reports.

Drill Up

Click to display the department or position and the child nodes that the department or position you originally selected reports up to.

(organization chart)

Click this icon to access the Search for Business Objectives page which displays a graphical representation of departments or positions that have business objective pages.

Drill Down

Click to display the departments or positions and the child nodes that report to the manager listed in the Manager Name column.

Select

Select the check boxes of the nodes that will have business objective pages.

Review Plan Nodes

Click this button to access the Review Objective Pages page and view the nodes assigned to the objective plan. This page lists the department ID or position, title, and manager's name.

Restarting Objective Batch Processes

This section discusses how to restart an objective batch process.

Page Used to Restart Batch Processes

Page Name	Definition Name	Navigation	Usage
Restart Batch Processes	EPO_BATCH_RESTART	Workforce Development, Performance Management, Business Objectives, Restart Batch Processes, Restart Batch Processes	Use this page to restart the Notification and Syndication batch processes.

Restarting Objective Batch Processes

Access the Restart Batch Processes page (Workforce Development, Performance Management, Business Objectives, Restart Batch Processes, Restart Batch Processes).

Select one or more processes and then click the Submit button.

Generating Reports

This section provides an overview of reports in ePerformance, lists a prerequisite for generating reports, and discusses how to:

Generate missing documents reports.
Generate late documents reports.

Understanding Reports in ePerformance

These are the reports that ePerformance provides to assist human resources (HR) administrators in tracking late or missing documents:

Missing Documents

This report lists documents that were not created for a group of employees that you select by group ID, document type, and date range. Knowing whether documents are missing is important if the HR department has defined desired rating distribution percentages, as the results of the distribution report are not reliable unless everyone in the group has a document and receives a rating during the period.
Late Documents

Use this report to generate a list of late documents, by document type, for a group of employees. If the current date is greater than the due date and the status of the manager evaluation is not yet complete, the document is reported as late. This report ignores documents that are canceled.

Prerequisite for Generating Reports

Before running any reports, you must first ensure that the groups of employees for which to run the reports are established. This is essential because the reports run against groups of employees.

ePerformance Reports

Pages Used to Generate Reports

Page Name	Definition Name	Navigation	Usage
Missing Documents	RUNCTL_EP_RPT	Workforce Development, Performance Management, Reports, Missing Documents Report, Missing Documents	Generate missing documents reports
Late Documents	RUNCTL_EP_RPT	Workforce Development, Performance Management, Reports, Late Documents Report, Late Documents	Generate late document reports

Generating Missing Documents Reports

Access the Missing Documents page (Workforce Development, Performance Management, Reports, Missing Documents Report, Missing Documents).

Group As Of Date

Enter a group as of date.

The report generates a list of missing documents for employees belonging to the group that is defined in the Group ID field as of the date specified.

Group ID

Identify the group of employees to include in the report.

Document Type

Select a document type, such as quarterly, annual, or yearly. You define document types on the Document Types page.

From Date and To Date

The from and to dates establish a date range that the system uses in conjunction with the period basis to select documents to include in the report. For example, if you define a from and to date range of January 1, 2008 to December 31, 2008, and the period basis is Period End Date, the report only selects documents whose period end date falls between those dates.

Period Basis

The period basis determines which of the dates on the manager evaluation the system uses when selecting missing documents to publish in the report. Select one of these options:

Period Begin Date

Select this option to look for employees who do not have a document of the specified type with a period begin date falling within the range that you entered in the From Date and To Date fields.

Period End Date

Select this option to look for employees who do not have a document of the specified type with a period end date falling within the range entered in the From Date and To Date fields.

Due Date

Select this option to look for employees who do not have a document of the specified type with a due date falling within the range entered in the From Date and To Date fields.

Generating Late Documents Reports

Access the Late Documents page (Workforce Development, Performance Management, Reports, Late Documents Report, Late Documents).

Language

Select the language in which you want to generate the report.

Group As Of Date

Select the as of date. The report generates a list of late documents for employees belonging to the group that is defined in the Group ID field as of the date specified.

Group ID

Enter the group ID of the employees for whom you want to generate the report.

Document Type

Select a document type, such as quarterly, annual, or project review. You define document types on the Document Types page.

See Also

Using Inquiry Pages

View History	Select a date from the drop-down list box and click Go to view a different version of the Objectives page. The system opens the View Objectives page in your browser and displays the version of the objectives that you selected.
Alternate Editor	Select another employee to act as an alternative editor to allow them access to review and update the objectives.
Comments	Use this field to enter any comments related to the objectives on the page or about any changes you are making or suggesting.
Preview	Click this button to access the View Objectives page (view-only mode). The system takes the information that you entered on the Update Objectives page and displays it in a new page that shows you how the page will look to other users when it is published.
Submit for Publication	Click this button to submit the objectives for publication. The system displays the Update Objectives - Submit for Publication Confirmation page. Click OK to submit the page for publication. After the status has changed, you cannot make updates to the Objective Page until after it is published.
View Different Objectives	Click this link to access the Search for Business Objectives page. The system displays this page as an objectives chart. Use this page to locate departments or positions that have established business objectives.
(aligned items)	Click this icon to view the number employees aligned to the item to which the icon is associated.
Add <Objective Name>	Click this link to access the Add an Item page. You can either enter a free-form item or a coded item from the Content Catalog. When you are finished, click the Next button to continue.
(alignment chain)	Click this icon to access the Objective Alignment Chain page where you can view the alignment of the item with corporate and departmental objectives.
(item title)	Click this icon to access a new page that lists the details associated with the item (for example, title, description, measurement and so on).

SetID	For department hierarchies enter or select the setID of the department for which the page will be created.
Department or Position	Enter or select the department or position for which the page will be created
Search	Click to generate a list of pages that match the search criteria.
Continue	Select the pages you want to publish and then click this button to go to the Publish Business Objectives - Confirm Publication page. Note. Once a page is published, it can be viewed by everyone in the organization.

Objective Plan	Select the objective plan that contains the object items that you want to cascade down to employee documents. The system refreshes the page and then displays the Set ID and Department ID fields if the plan is based on the department hierarchy. If the objective plan is associated with a position ID, the system displays this field instead of Set ID and Department ID.
Set ID	The system automatically enters the set ID associated with the objective plan. You can, however select a different set ID if needed.
Department ID	Enter the department ID associated with the objective plan.
Position ID	Enter the position ID associated with the objective plan. If the objective plan is associated with a position ID, the system displays this field instead of Set ID and Department ID.
Cascade Run Type	Select Preview Cascade Items if you want to preview the results of the process but not cascade the items to the documents you select on the Document Parameters page. Select Confirm Cascade Items if you want to run and cascade the items to the documents. The default for this option is Preview Cascade Items.
Section Type	Select the section type associated with the objective plan that you want to cascade down to your organization.
Page Title and Page Owner	The system displays the page title and page owner when you select a value for the Position ID field or the Department ID field.
Section <Name>	When you select a value for the Section Type field, the system displays a list of objectives associated with the objective plan and section. Select the objectives that you want to cascade down to the documents that you select on the Document Parameters page.

Document Type	Select the document type associated with the objective plan that you selected on the Select Objectives page.
Section Type	Select a section type to which you want to cascade objective items. The drop-down list box displays all section that have same content type as the section of the Objective page.
Period Begin Date and Period End Date	The system automatically enters period begin and end dates from the period dates on the objective plan. You can, however, overwrite these dates if they don't match the dates of the document. The dates entered here are used to select documents that fall within the range.
Manager ID	This field determines the manager that the system should start at to establish the population of employee documents. The system follows the direct report method used in ePerformance to determine the manager's direct reports.
Overwrite existing item?	Select this check box if you want to overwrite items that already exist on the documents to which you are cascading items.
Cascade Levels	Select either One or All to indicate the number of levels to which you want to cascade items down to the selected documents. Selecting All will cascade items to the documents of all direct and indirect reports of the manager. Selecting One will only cascade items to documents of the manager's direct reports.

Department	Select the department or position for which you want to identify nodes.
Search	After you select a department or position, click this button to display the target department and direct reports.
Drill Up	Click to display the department or position and the child nodes that the department or position you originally selected reports up to.
(organization chart)	Click this icon to access the Search for Business Objectives page which displays a graphical representation of departments or positions that have business objective pages.
Drill Down	Click to display the departments or positions and the child nodes that report to the manager listed in the Manager Name column.
Select	Select the check boxes of the nodes that will have business objective pages.
Review Plan Nodes	Click this button to access the Review Objective Pages page and view the nodes assigned to the objective plan. This page lists the department ID or position, title, and manager's name.

Group As Of Date	Enter a group as of date. The report generates a list of missing documents for employees belonging to the group that is defined in the Group ID field as of the date specified.
Group ID	Identify the group of employees to include in the report.
Document Type	Select a document type, such as quarterly, annual, or yearly. You define document types on the Document Types page.
From Date and To Date	The from and to dates establish a date range that the system uses in conjunction with the period basis to select documents to include in the report. For example, if you define a from and to date range of January 1, 2008 to December 31, 2008, and the period basis is Period End Date, the report only selects documents whose period end date falls between those dates.
Period Basis	The period basis determines which of the dates on the manager evaluation the system uses when selecting missing documents to publish in the report. Select one of these options: Period Begin Date Select this option to look for employees who do not have a document of the specified type with a period begin date falling within the range that you entered in the From Date and To Date fields. Period End Date Select this option to look for employees who do not have a document of the specified type with a period end date falling within the range entered in the From Date and To Date fields. Due Date Select this option to look for employees who do not have a document of the specified type with a due date falling within the range entered in the From Date and To Date fields.

Language	Select the language in which you want to generate the report.
Group As Of Date	Select the as of date. The report generates a list of late documents for employees belonging to the group that is defined in the Group ID field as of the date specified.
Group ID	Enter the group ID of the employees for whom you want to generate the report.
Document Type	Select a document type, such as quarterly, annual, or project review. You define document types on the Document Types page.