PeopleSoft HR 9.1 PeopleBook: Manage Employee Reviews

Getting Started with Manage Employee Reviews

This chapter provides an overview of Manage Employee Reviews business process and discusses:

Manage Employee Reviews business processes.
Manage Employee Reviews business process integrations.
Manage Employee Reviews business process implementation tasks.

Manage Employee Reviews Business Process Overview

Manage Employee Reviews is a business process in PeopleSoft Human Resources (HR) and is a competency-based assessment tool with the ability to track individuals' goals and assess goals attainment. The primary purpose of the Manage Employee Reviews business process is to drive competency-based training, but it can also be used to drive competency-based rewards and compensation.

The Manage Employee Reviews business process comprises the following main phases of operation:

Setting up supporting tables.
Creating employee review documents.
Managing employee review documents.

Setting Up the Supporting Tables

The following is a list of the basic setup tasks administrators complete before managers can create employee review documents:

Define rating models.
Define content items or competencies.
(Optional) (JPN) Define Japan review IDs.
Clone the Basic Employee Review Template, and update the new employee review template.

Creating Employee Review Documents

Managers can use these methods to create employee reviews:

Create employee review documents for direct reports.
Create employee review documents by group.

Note. The employee self appraisal document is created when the employee selects the Start hyperlink next to the Review Self Evaluation step on the Document Details page.

See Creating Employee Review Documents.

Managing Employee Review Documents

Managers, employees, and administrators perform these tasks to manage the employee review process:

Managers update competencies and goals in the employee review document.
The employee can update the competencies and goals contained in their self-evaluation document, and rate their own performance.
The manager records an evaluation of the employee against the goals and competencies contained in the review document.
The manager or an administrator can transfer the employee review document to another manager.
Administrators can print reports that list late or missing employee reviews.
The manager or an administrator can cancel an incorrectly created employee review document.

See Completing Employee Review Documents.

Manage Employee Reviews Business Processes

Manage Employee Reviews business process in PeopleSoft HR enables you to:

Create employee review documents.
Update and review goals and competencies associated with an employee review.
Complete the employee review.
Transfer employee review documents to another manager.
Monitor late and missing employee review documents.
Cancel an incorrectly created employee review document.

We discuss these business processes in the business process chapters in this PeopleBook.

Manage Employee Reviews Integrations

Manage Employee Reviews business process integrates with these PeopleSoft applications:

PeopleSoft Profile Manager.
PeopleSoft HR: Plan Salaries.

We discuss integration considerations in the implementation chapters in this PeopleBook.

Manage Employee Reviews Business Process Implementation

Use the Excel to Component Interface utility in Profile Management with the Competencies component interface to populate the business process tables. This component interface helps you to load competencies into the Content Catalog used by Manage Employee Reviews business process.

See Manage Profiles Implementation.

This table lists the Employee Review component that has a component interface:

Component	Component Interface	References
EP_APPR_MAIN	CI_EP_APPR_MAIN	See Completing Employee Review Documents.

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft HCM 9.1: Application Fundamentals PeopleBook, with information about where to find the most current version of each.

Important! The order in which you set up the tables that are required to implement Manage Employee Reviews business process may vary. The order may depend on the features that you want to use and whether you are implementing more than one PeopleSoft application. The information provided in this chapter offers a high-level overview of how our documentation maps to the overall implementation process; it doesn't offer step-by-step guidance on how to perform an actual implementation.