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.
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.
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.
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.
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.
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.
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.
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.
Page Name |
Definition Name |
Navigation |
Usage |
Transfer Document |
EP_APPR_SELECT |
|
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 |
|
Select documents for status change. |
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 |
|
Cancel an document. |
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 |
|
Delete documents that you previously cancelled. |
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. |
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. |
|
EO_SAVE_CONFIRM |
On the Preliminary Ratings page click the Save button. |
Confirm that you want to save the preliminary ratings that you entered. |
|
EP_APPR_SELECT |
Workforce Development, Performance Management, Performance Documents, View Documents, View Performance Documents |
View 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.
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. |
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
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.
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.
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.
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.
This section presents an overview of document process management and lists the pages used to manage document processes.
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
Page Name |
Definition Name |
Navigation |
Usage |
EP_APPR_SELECT |
|
Search for and view a list of documents that meet the search criteria |
|
EP_APPR_DETAIL |
Click a document type link on the View Performance Documents page |
View the details of the selected document. |
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.
This section discusses these topics:
Process overview.
Administrator role.
Manager role.
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.
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.
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.
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. |
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. |
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.
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. |
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.
This section discusses how to:
Select objective pages to update or view.
Update objectives pages.
View objective pages.
Page Name |
Definition Name |
Navigation |
Usage |
Select Business Objectives Select Objective Plan View Objectives |
EPO_PAGE_SELECT EPO_PLAN_SELECT |
|
Update objective pages.
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 |
|
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 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. |
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:
|
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. |
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. |
|
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. |
|
Click this icon to access the Objective Alignment Chain page where you can view the alignment of the item with corporate and departmental objectives. |
|
Click this icon to access a new page that lists the details associated with the item (for example, title, description, measurement and so on). |
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. |
|
Click this icon to view the number employees aligned to the item to which the icon is associated. |
This section discusses how to:
Select objective plans.
Publish objective pages.
Confirm publication of objective pages.
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. |
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.
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. |
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. |
This section provides an overview of the cascading process and discusses how to:
Select objectives.
Enter document parameters.
This section discusses:
Process overview.
Item updates.
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.
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.
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. |
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. |
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. |
This section discusses how to:
Assign or transfer business objectives.
Manage the statuses of objectives.
Review late objectives.
Review objectives by status.
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:
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. |
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 |
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:
Note. The system disables the Objectives Owner and Status fields if you select the Assign Objective Owner action. |
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:
Note. If you select Reactivate Objectives, the system automatically selects Inactive as the status. |
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.
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.
This section discusses how to create summary data for objectives.
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. |
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.
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.
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. |
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.
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. |
|
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. |
This section discusses how to restart an objective batch process.
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. |
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.
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.
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.
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.
See Also
Setting Up and Working with Group Definitions
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 |
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:
|
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