Entering Comments and Ratings on Evaluations

This chapter provides an overview of evaluation data entry and discusses how to:

 

Click to jump to parent topicUnderstanding Evaluation Data Entry

This section discusses these topics:

Performance and Development Process

ePerformance is designed to support the complete performance and development process from planning to evaluation. An enterprise can implement the complete process or just portions of it. This chapter focuses on the part of the process where participants evaluate the employee's performance or development needs against the evaluation criteria.

This diagram shows the flow of the evaluation data entry process, which helps assure that you implement all options from planning to evaluation:

This graphic shows the evaluation data entry process for employee self-evaluations, manager evaluations, and multi-participant evaluations

Preliminary Ratings

The capability to enter preliminary ratings for employees is available to managers only. These ratings are entered before the official rating data is entered in the manager's evaluation, and they are not entered on the evaluation—they are entered on the Preliminary Ratings page. This enables the manager to enter preliminary ratings at any time after the document is created, including during the Establish Criteria and Nomination steps.

Only documents that are In Progress appear on the Preliminary Ratings page.

Preliminary ratings are used to generate the Ratings Distribution Summary report, which enables managers and HR administrators to compare preliminary ratings with desired and actual rating distributions. Employees cannot see preliminary ratings.

To enable the entry of preliminary ratings, select the Preliminary Rating check box for the Overall Summary section on the document template.

See Recording Preliminary Ratings.

Performance Notes

Managers and employees can record notes about an employee's performance and accomplishments in two ways:

Note. There is not a separate page for development notes. The Performance Notes page is used to record any comment. These notes are available for inclusion in either performance or development documents. The Performance Notes page is located under the Performance Management menu item and do not fall under the Performance Documents or Development Documents submenus.

By adding the item ID to the ePerformance Notepad key structure, you can add and store notes at the item level on the Establish Criteria document and then be retrieved them at the item level when you are adding comments to an evaluation using the Writing Tools feature.

See Entering Performance Notes.

Ratings and Comments

The performance document template setup enables you to configure evaluations for each role (employee, manager, and multi-participant) to include only sections, items, and features that are appropriate for the role to evaluate. For example, on a project review, you might include the Goals, Initiatives, Competencies, and Overall Summary sections on the manager and employee evaluations and enable them to enter ratings and comments on all sections. However, you might include only the Competencies and Overall Summary sections on multi-participant evaluations.

To evaluate an employee's performance, participants can enter and update ratings and comments as permitted by the template at any time during the performance period. This evaluation information is visible to employees and managers only after the evaluations are completed.

Note. A manager can include comments that other evaluators entered on a section or item only if the manager also has comments enabled for the same section and item.

See Updating Evaluations.

Advisor Tools

Depending on the capabilities granted to the participant's role on the document template, any evaluation participant might have access to the Development Tips or Results Writer tools. These tools provide suggestions for incorporating comments. Actual usage of these tools most often occurs when the manager role consolidates feedback and finalizes evaluations.

See Working with Writing Tools.

Finalization Activities

After evaluations are complete, the manager consolidates feedback and ratings into the manager evaluation. The manager conducts a review with the employee (if a review process is required) and submits the evaluation for approval (if an approval process is required).

See Managing Reviews and Approvals.

See Also

Creating Document Templates

Modifying Evaluation Criteria

Click to jump to parent topicRecording Preliminary Ratings

This section discusses how to enter preliminary ratings.

Click to jump to top of pageClick to jump to parent topicPages Used to Record Preliminary Ratings

Page Name

Definition Name

Navigation

Usage

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 to enter preliminary ratings.

Preliminary Ratings

EP_APPR_PRELIM

Select one or more employees and then click the Continue button on the Enter Preliminary Ratings page.

Enter preliminary ratings for selected employees.

Click to jump to top of pageClick to jump to parent topicEntering Preliminary Ratings

Access the Preliminary Ratings page (Select one or more employees and then click the Continue button on the Enter Preliminary Ratings page).

Preliminary Rating

Enter a preliminary rating. The list of ratings from which you select is defined by the rating model that is associated with the Overall Summary section of the document.

See Also

Defining Rating Models

Click to jump to parent topicEntering Performance Notes

This section discusses how to:

See Also

Configuring and Working with the HR Notepad

Click to jump to top of pageClick to jump to parent topicPages Used to Enter Performance Notes

Page Name

Definition Name

Navigation

Usage

Performance Notes

HR_NP_NOTE_SRCH

  • Manager Self Service, Performance Management, Maintain Performance Notes, Performance Notes

  • Self-Service, Performance Management, Performance Notes, Performance Notes

Search for and enter performance notes.

Performance Notes - Add/Update Notes

Performance Notes - Selected Note

HR_NP_NOTE

Click the Add a New Note button on the Performance Notes or the My Performance Notes page.

Enter a new performance note. You can also view and modify an existing performance note on this page.

Performance Notes - Confirm Delete

HR_NP_MESSAGE

Select one or more notes and then click the Delete button on the Performance Notes or the My Performance Notes page.

Confirm a delete of a performance note.

Note. In Notepad, when you delete an item that is associated with a note, the note is not actually deleted from Notepad. However, since the item doesn't exist on the document, the note is no longer associated with that item.

Person Search - Simple

HR_PSS_SEARCH

Select one or more notes and then click the Transfer button on the Performance Notes or the My Performance Notes page.

Search for and select a recipient manager for a performance note transfer.

Click to jump to top of pageClick to jump to parent topicAccessing Notes

Access the My Performance Notes page or the Performance Notes page (Manager Self Service, Performance Management, Maintain Performance Notes, Performance Notes).

Note. The two Performance Notes pages (manager and employee) work similarly, except that the My Performance Notes page enables employees to search for and enter notes on their own performance and the Performance Notes page enables managers to search for and enter notes on other employees.

Selection Criteria

To add or view performance notes for a specific employee, enter an ID and, optionally, a date range. If you do not specify dates, all notes for the employee regardless of date entered appear in the Existing Performance Notes for this Employee grid

Note. The ID field appears only on the manager version of this page, since employees can only view their own notes.

Search

Click to view a list of performance notes that meet the search criteria.

Add New Note

Click to access the Performance Notes - Add/Update Notes page, where you can create a new note.

Existing Performance Notes for this Employee

This section lists all the performance notes that meet the search criteria.

Select

Click the check box associated with the note that you want to delete or transfer

Subject

Click the link to access the Performance Notes - Add/Update Notes page and view or modify the details of the note.

Delete

Select one or more notes and then click this button to delete the note.

Transfer

Select one or more notes and then click this button to transfer the note to another manager.

Click to jump to top of pageClick to jump to parent topicEntering Performance Notes

Access the Performance Notes - Add/Update Notes page (click the Add a New Note button on the Performance Notes or the My Performance Notes page).

Note. The note date for new notes is the current date. You cannot change the date. If you are updating an existing note, the system enters the current date and time when you click Save.

Subject

Enter the subject of the note.

Note Text

Enter the text of the note.

Click to jump to parent topicUpdating Evaluations

This section lists prerequisites and discusses how to:

Note. In this section, a page or field title with a word in brackets indicates that the page takes its name from the context in which it appears.

Click to jump to top of pageClick to jump to parent topicPrerequisites

Before entering evaluation data as a manager or employee, you must complete the Establish Criteria step, if it is specified on the document template. To enter evaluation data as another participant, you must have received and accepted a nomination to participate in the evaluation.

See Also

Modifying Evaluation Criteria

Nominating and Tracking Multi-Source Participants

Click to jump to top of pageClick to jump to parent topicPages Used to Update Evaluations

Note. The availability and order of these pages depends on the template being used and the role of the participant.

Page Name

Definition Name

Navigation

Usage

<role> Evaluation

EP_APPR_MAIN1

  • Manager Self Service, Performance Management, Performance Documents, Current Documents

  • Manager Self Service, Performance Management, Development Documents, Current Documents

  • Self Service, Performance Management, My Performance Documents, Current Documents

  • Self Service, Performance Management, My Development Documents, Current Documents

  • Self Service, Performance Management, Other's Development Documents, Current Documents

  • Self Service, Performance Management, Other's Performance Documents, Current Documents

    On the Current Documents page, click the link in the Document Type column for a listed document.

    On the Document Details page, click the Start link or the Edit link, whichever appears, for the appropriate role evaluation step.

Enter and maintain evaluation data, pursuant to the participant role.

Edit <Section Name>

EP_APPR_M_EDIT5

Click the Edit Detail icon on any Details box on an evaluation.

Update item details such as title, description, due date, level of difficulty, owner, supports, status, reminder date, percent complete, and flags indicating critical items.

View Other Authors Selection

EP_APPR_SEC_ROLES1

Click the View Other Authors link on the <role> Evaluation page.

Select other evaluation authors to view the comments that they entered.

Add <item>

EP_APPR_EDIT3

Click the Add <item> link on the <role> Evaluation page.

Add an item to the section. You can add a coded item, a free-form item, copy items from the Manager Document page, and copy items from the Business Objectives page.

Add a <section name> page

EP_APPR_EDIT4

Click the Add link on the <role> Evaluation page.

Add an item to the section. When searching for items you can also use the Content Group and Content Group Type fields.

Add a <section name> Behavior

EP_APPR_EDIT7

Click the Add Behavior link that appears for a competency item.

Select a behavior to add to the competency or enter a free-form behavior.

Edit <section name> Behavior

EP_APPR_EDIT8

Click a listed behavior link for a competency.

Modify the behavior description for a competency.

Copy From Business Objectives

EP_APPR_EDIT9

On the Add a <item> page, select the Copy goal from Business Objectives radio button and then click Next.

Copy goals from established business objectives into a performance or development document.

Copy From Manager Document

EP_APPR_EDIT9

On the Add a <item> page, select the Copy <item> from My Document radio button and then click Next.

Copy goals, responsibilities, competencies and other items from the manager's document into a performance or development document.

Click to jump to top of pageClick to jump to parent topicEntering and Maintaining Evaluation Data

Access the Manager Evaluation, Employee Evaluation, or Peer Evaluation page (Manager Self Service, Performance Management, Performance Documents, Current Documents. On the Current Documents page, click the link in the Document Type column for a listed document. On the Document Details page, click the Start link or the Edit link, whichever appears, for the appropriate role evaluation step).

Note. The example shown is from a manager's evaluation.

Evaluations are divided into sections, with each section containing a different type of content. Sections contain the items and subitems against which an employee's performance is evaluated and can include mission statement, goals and objectives, responsibilities, competencies, learning, employee comments, manager comments, an overall summary, signature lines, or organization-specific sections that you define.

Each role evaluation contains header information that identifies the role and the person who is evaluated. The header information also contains instructional text that changes depending on the role. The instructional text is system data that is supplied with PeopleSoft ePerformance, but you can modify this text by using the Text Catalog.

See Working with Common Components.

Rating History

Click a access secondary page that contains rating history information for the employee.

Save

This button displays on an evaluation when the evaluation status is In Progress.

Click to save the evaluation and return to it later. The system calculates, according to template rules, all ratings that were entered prior to saving the review to the database.

Submit for Approval

This button displays if the review process that is selected in the Manager Evaluation region of document template's Process page specifies that an approval is required.

Click to submit the evaluation to the designated approver according to the approval rules.

Available for Review

This button is available when the review process selected in the Manager Evaluation group box of the document template's Process page specifies that an employee review is required and you have entered all required information

Click to submit the document for review by the employee, according to the review and approval rules.

Cancel

Click to cancel the changes you have made to the evaluation.

(view printable evaluation)

Click this icon to view a printable version of the performance document. Clicking View Printable Evaluation generates an XMLP report that matches the document. The report can include the learning section, eSignature section, employee data, other participants and audit history. Use the browser's Print command to print a hard copy of the document. The eSignature section only exists in the XMLP report, it doesn't appear on the document.

Note. You must be the employee or an administrator to access the document.

(notify)

Click this icon to access the Send Notification page, where you can enter email addresses and a message to notify other interested parties.

(view graphical ratings report)

Click to display the Graphical Ratings Report page.

Section # – <section name>

The information that displays in a section depends on the type of section, the special processing associated with the section, and the parameters selected on the Template Definition - Structure page. The system may also display data that was entered on the Template Definition - Content page, or data that was retrieved from the Job Profile Manager (JPM). In some cases you can edit this data.

Note. For a complete list of fields that may appear in this section, refer to Defining Sections in the Setting Up Document Templates chapter in this PeopleBook.

See Defining Sections.

Description

The Description label displays if the Description check box is selected on the Template Definition - Structure page. Content for the Description label displays if data is entered in the JPM_TEXT1325_1 field on the Content Items - Items Detail page (Set Up HRMS, Product Related, Profile Management, Content Catalog, Content Items, Item Details).

(edit details)

The Edit Details icon displays on the evaluation if the Update check box is selected for the role in the Section Roles grid, Item tab for the section.

Click to edit the detail information for the item.

See Updating Section Item Details.

(delete)

Delete is available if the Mandatory check box is not selected on the Template Definition - Content page.

Click to delete the content item.

Note. This overrides the value in the Mandatory field on the job profile. If you specify that an item on the job profile is mandatory and do not select this check box, the item is not mandatory on the document.

Measurement

The Measurement label displays if the Measures check box is selected on the Template Definition - Structure page. Content for the Measurement label displays if data is entered in the JPM_TEXT1325_2 field on the Content Items - Items Detail page (Set Up HRMS, Product Related, Profile Management, Content Catalog, Content Items, Item Details).

Measurement describes the criteria for measuring an employee's success at meeting this content item.

For example, if the goal is to reduce customer complaints by 5 percent, the measurement might be: "Based on the number of complaints received by Customer Support through December 31, as compared to complaints made in the previous year." You can change the information for free-form items, as needed.

Supports <item>

The Supports <item> label displays if the Supports check box is selected on the Template Definition - Structure page. Content for the Supports <item> label displays if a section is selected in the Link field on the Template Definition - Structure page and a content item is selected for the Supports field on the Template Definition - Content page.

This field is used to link goals to initiatives, or competencies to responsibilities, initiatives or goals

Ownership

The Ownership label displays if the Ownership check box is selected on the Template Definition - Structure page. Content for the Ownership label displays if Employee or Manager is selected in the Owned By field on the Template Definition - Content page.

Reminder Date

The Reminder Date label displays if the Reminder Date check box is selected on the Template Definition - Structure page. Content for the Reminder Date label displays if a date is entered in the Reminder Date field on the Template Definition - Content page.

Due Date

The Due Date label displays if the Due Date check box is selected on the Template Definition - Structure page. Content for the Due Date label displays if a date is entered in the Reminder Date field on the Template Definition - Content page.

Target Rating

The Target Rating label displays if the Target Rating check box is selected on the Template Definition - Structure page. Content for the Target Rating label displays if a target rating is selected in the Target Rating field on the Template Definition - Content page.

Status

The Status label displays if the Status check box is selected on the Template Definition - Structure page.

Percent Complete

The Percent Complete label displays if the Percentage Completed check box is selected on the Template Definition - Structure page.

Critical

The Critical label displays if the Critical check box is selected on the Template Definition - Structure page. Yes or No displays as the content for the Critical label if it is defined on the Template Definition - Content page.

Average Rating

The Average Rating label displays if the View Average Rating check box is selected on the Template Definition - Process page.

(view graphical rating)

The View Graphical Rating icon displays if the View Average Rating check box is selected on the Template Definition - Process page.

Click to display the Average Ratings page.

(rating explanation)

Click to display a page that provides an explanation of the rating.

From this page you can select the rating that best describes the employee's proficiency. The system displays either the description entered on the Rating Explanation page or the proficiency description entered on the Content Item page. If the system finds there is a rating explanation and a proficiency description, the proficiency description has precedence over the rating explanation.

Rating

This field displays if the Rate check box is selected for the section and the applicable Rate Section, Rate Item, or Rate subitem check box is selected in the Section Roles grid, Rate/Weight tab.

View or enter ratings. The action that is permitted depends on the level (subitem, item, section) where the field occurs if calculation is enabled in the document template, and the user actions that the template definition permits.

For example, at the overall summary and section summary levels, the rating field is read-only unless the role has permission to override system-calculated ratings or calculate field was not enabled on the document template.

Note. In the Rating Display field on the Template Definition - Structure page you can select Radio Buttons to display ratings as radio bullets or you can select Drop-Down Box to display ratings in a drop-down list.

(calculate ratings)

This icon is available in the <content item> Summary group box and Overall Summary section.

Click to calculate ratings.

Override

Click to override a system-calculated rating or remove an existing override.

The button appears at the following levels on the performance review page, depending on the template definition:

  • At the item level within a section, to override the system-calculated average of individual subitem ratings.

  • At the section summary level to override the system-calculated average of individual item ratings.

  • At the overall performance review summary level, to override the system-calculated average of individual section ratings.

Note. An override that you enter remains in place until you remove it. To have the system recalculate the rating, remove the override.

Weight

The Weight field displays if the Weight check box is selected for the section and the applicable Weight Section or Weight Item check box is selected in the Section Roles grid, Rate/Weight tab.

Enter the weight of an item relative to the other items in the same section or relative to other sections in the evaluation.

Note. The sum of the weights for all items in a section or all sections in a document, must equal 100 percent in the manager's document.

Comments

The Comments field displays if the Comments check box is selected in the Section Roles grid, Section tab or Item tab.

Enter free-form text to describe an employee performance relative to the corresponding item or section. The comments section always has access to a spell checker and optionally has access to writing tools. This field can appear at the item level or the section summary level.

View Other Authors

This link appears if the View Other check box is selected in the Section Roles grid, Section tab.

Click this link to view the evaluation data that other roles entered on this section for the employee.

(spell check comments)

Click to check the spelling of the text entered in the Comments field.

Writing Tools

This link displays if the Comments check box and at least one writing tool are selected for the role in the Section Roles grid, Section or Item tab.

Click this link to access the Suggested Results page. The Suggested Results page displays a list of text entries that can include Performance Notes, Other Evaluator Comments, Results Writer, and Development Tips statements, and enables you to choose one or more entries for inclusion in the Comments section.

The Writing Tools link appears for a role if the role is enabled on the document template to view Results Writer and Development Tips suggestions for the section or item. Any performance notes that the employee or manager recorded from within the Establish Criteria about the employee also appear in this list, but are restricted to the document role. Employees do not see notes that the manager has recorded about them and managers do not see employee notes. The manager can also view comments from other evaluators for the item or section they are evaluating if it was enabled on the document template.

Learning Name

Click this link to display the <learning name> Description page in the Learning Management database. This link appears only in Learning sections.

Add Behavior

Click to add a new behavior.

The Add Behavior link displays if Subitems are enabled on the Template Definition - Structure page.

Add <content item>

Click to add a new content item.

The Add <content item> link displays if the Add check box is selected on the Section Roles grid, Item tab.

Find Learning Gaps

Click this link to access the Learning Management database. Based on the role of the user, clicking the Find Learning Gaps link opens one of these ELM pages:

  • For employees, it opens the Learning Objectives - Current Objectives (LM_OBJV_LRNR) page.

  • For managers, it opens the Team Members Objectives - Current Objectives (LM_OBJV_MTM) page.

  • For administrators, it opens the Enroll Learners - Find Requester (LM_CALL_CENTER_REQ) page.

Only competencies with blank Target Ratings trigger the gap analysis process. Competencies with Target Ratings that are not met are added as learning objectives for the learner without doing a comparison.

Note. This link appears only in Learning sections.

Check Language

Click to run the Language Checker tool. This button is available if the Language Checker button is selected on the Template Definition - General page.

The Language Checker tool enables you to check a performance review for inappropriate language that is used in the manager's document. When inappropriate words are identified, the Language Checker tool suggests alternative words or phases that are more acceptable from an organization's perspective.

Calculate All Ratings

Click to calculate all of the item and section ratings, as well as the overall rating that appears on the performance document. Ratings are not calculated for items, sections, or summaries that are overridden.

The system enables this button if the section has the Rate check box selected on the Template Definition - Structure page and ratings have been entered for sections, items, or subitems.

Cancel Evaluation

Click to move the current evaluation from a status of In Progress to a status of Cancelled.

If the template was setup to update Profile Management and a manager cancels the evaluation, the system deletes all evaluations, employees and peers that might have already been sent to the Manage Profiles business process.

If the employee cancels his or her evaluation, the system only deletes his or her evaluation from the Manage Profiles business process.

Review Held

Click to record the fact that a review of the evaluation was held.

This button displays if the review process specifies that an employee review is required and the employee has reviewed the manager's finalized evaluation.

Reopen

Click to change the status to In Progress.

This button appears for managers and administrators when the evaluation is in the Complete status.

Attachments

Once you select an attachment and the file is uploaded, the system transfers you back to the document where you can update information about the attachment.

File Name

Displays the name of the file with a link to the file that was uploaded.

Description

Use this field to enter a description of the file that you uploaded.

Attachment Audience

The manager can use this field to identify if the file can be viewed and downloaded by the employee and manager or the manager only. Select one of these values:

  • EE and Mgr (employee and manager)

  • Mgr Only (manager only)

If you select EE and Mgr, the file can be viewed and downloaded by the employee, manager, the manager's upward management chain, and the ePerformance administrator. If you select Manager Only, the files can only be view by the manager, the manager's upward management chain, and the ePerformance administrator.

Last Update Date/Time

Displays the date and time the manager uploaded the file to the document.

Uploaded By

Displays the name of the manager that uploaded the file to the document.

Click to delete the attachments. You can only do this when the document status is In Progress.

Audit History

To support the eSignature section within the manager's version of the document additional fields were added to the document structure to store audit information. When transactions are acknowledged and completed, the system displays fields such as user ID and date and time stamps . Additionally the system stores data when documents are created and updated and by whom.

For Manager Documents these fields are applicable to the Audit History group box:

For documents that are accessed by individuals with other roles (employee, customer, peer and other), only these fields are applicable to the Audit History group box:

Note. The system only displays the fields and the associated data when the field is populated. The system does not display information in the Audit History group box for fields that don't have a user ID or date and time stamp. For example, if the document isn't cancelled, the system won't display the Cancelled By field in the Audit History group box.

Click to jump to top of pageClick to jump to parent topicUpdating Section Item Details

Access the Edit <Section Name> page (click the Edit Detail icon on any Details box on an evaluation).

Use this page to change the evaluation details for the item.

Note. The fields that appear on this page will be different based on the items you select and the way that you set up your document template. You can configure the document template to enable an evaluator to change the value of any field except Title, Description, and Measurement. The evaluator can modify these fields only if the item is not coded (stored in a system table). The values that initially appear for detail fields are set on the Content page of the document template.

For a complete list of fields that may appear in this section, refer to Defining Sections in the Setting Up Document Templates chapter in this PeopleBook.

See Defining Sections.

Title

Displays the title of the item.

Description

Displays a description of the item.

Ownership

Select a value to indicate who is responsible for the item.

Level of Difficulty

The system displays this field if the Level of Difficulty check box is selected on the Template Definition - Structure page. The Level of Difficulty field uses Basic, Intermediate, and Advanced as its values. When an item from the Content Catalog is added, this field displays the level of difficulty associated with that item and you cannot edit the values. If the item is manually added, you can select the level of difficulty unless the item is marked mandatory on the Template Definition - Content page.

Status

Select a value to indicate the status of the item. Possible values are Complete, In Progress, and N/A (not applicable).

Percent Complete

Enter the completion percentage for an item that appears on the performance document.

Due Date

Enter the date when a particular goal or item should be completed.

Reminder Date

Enter a date. This field is used for informational purposes only.

Start Date and End Date

Enter the beginning and ending dates for the item.

Critical

Select this check box to have the word Critical appear in the detail area of the item on the evaluation.