This chapter provides an overview of the employee review process and discusses how to:
Create employee review documents.
Complete employee review documents.
Complete employee self-evaluation documents.
Transfer employee review documents.
Cancel employee review documents.
View employee review documents.
Process employee review reports.
This section discusses how to:
Select effective dates.
Select employees.
Select groups.
Create employee review documents.
Review results.
Note. The process for creating employee reviews, whether it is by direct reports or group IDs, is similar. Creating employee reviews by group has one extra step at the beginning. The manager or HR administrator first selects the group ID for which employee reviews are to be created and then continues with the process.
Creating employee reviews is a simple process. The manager selects the employees for which they want to create review documents and enters the review period, document type, and template. The system creates the documents based on the selection criteria. Then, the manager and the employees can access the documents to add the ratings and comments.
This diagram outlines the self-service process flow:
Self-service process flow
Page Name |
Definition Name |
Navigation |
Usage |
HR_DR_ADDL_INFO |
|
Enter the effective date. |
|
HR_DR_SELECT_GROUP |
Manager Self Service, Performance Management, Performance Documents, Create Documents by Group, Create Performance Documents (select date) Click Continue on the Create Performance Documents (select date) page. |
Select a group. |
|
HR_DR_SELECT_EMPS |
|
Select employees. |
|
HR_DR_CART |
Click the View Selected Employees link on the Create Performance Documents (select employees) page. |
View a list of selected employees. To remove an employee, click Remove next to the employees name. To add additional employees, click Return to Previous Page. If you are finished adding employees, click Continue to enter the document details. |
|
EP_CREATEAPPR_MGR |
|
Create employee review documents. |
|
EP_CREATE_RESULTS |
Click the Create Documents button on the Create Performance Documents (details) page. |
Review results. |
Access the Create Performance Documents (select date) page (Manager Self Service, Performance Management, Performance Documents, Create Documents).
Enter the effective date to use to find the groups or the employees that you manage. Click Continue to access the Create Performance Documents (select group) or Create Performance Documents (select employees) page.
Access the Create Performance Documents (select group) page (select Manager Self Service, Performance Management, Performance Documents, Create Documents by Group, Create Performance Documents [select date], then click Continue on the Create Performance Documents [select date] page.).
Select the group for which you are creating documents and click the Continue button.
Access the Create Performance Documents (select employees) page (click Continue on the Create Performance Documents [select group] page).
Select the employees that you want to use for creating new performance documents. When you are done, click the Continue button.
View Selected Employees |
Click this link to access the Create Performance Documents (review list) page where you can review or delete the employees that you selected. |
Cancel |
Click to return to the Create Performance Document (select date) page. |
Access the Create Performance Documents (create) page (click Continue on the Create Performance Documents [select employees] page.
Document Type |
Select the review type you want to associate with this group of employee review documents. |
Period |
Enter the dates that the review period begins and ends. The review period is the segment of time for which you are reviewing the employee. |
Template |
Select the template that should be used to generate the review documents. Note. For (USF) Federal employees, this field is available only when the Template Source field on the Document Type is set to User Specified. If Template is not available, the system uses the Template associated with the Employee's non-person profile. See Managing Profiles. |
Create Documents |
Click to create review documents for the selected employees and to access the Create Performance Documents - Results page. |
Access the Create Performance Documents - Results page (click the Create Documents button on the Create Performance Documents (details) page).
Successful Creation? |
Displays a Y if the system successfully created a document for the employee. Displays a N if the system did not create a document for the employee and the Statuscolumn displays an error message. You must correct the source of the error and rerun the process. |
Create Documents |
Click to access the Create Performance Documents (select date) page. |
Current Documents |
Click to access the Current Performance Documents page to review or select current individual performance documents. |
See Also
Generating Documents as a Manager
To complete employee reviews, use the Performance Document (EP_APPR_MAIN) component. Use the CI_EP_APPR_MAIN component interface to load data into the tables for this component
This section discusses how to:
Select performance documents.
Review performance document details.
Complete the employee review documents.
Page Name |
Definition Name |
Navigation |
Usage |
EP_APPR_SELECT |
Manager Self Service, Performance Management, Performance Documents, Current Documents, Current Performance Documents |
Select the employee review document from which you want to update or view. |
|
EP_APPR_DETAIL |
Click the Document Type link on the Current Performance Documents page. |
View the performance document details and progress, and select a performance document to start, edit or view. |
|
EP_APPR_MAIN1 |
Click the Start link on the Current Performance Documents - Document Details page. |
You can add or delete goals and competencies, and finalize the employee review document |
Access the Current Performance Documents page (Manager Self Service, Performance Management, Performance Documents, Current Documents, Current Performance Documents).
Document Type |
Click the link in this column to access the Current Performance Documents - Details page. |
Access the Current Performance Documents - Document Details page (click the Document Type link on the Current Performance Documents page).
Next Action links |
Click these actions to access a step or launch the next available action in a manager or employee evaluation. The values are:
|
Access the Manager Evaluation page.
Note. The section order and numbering on the Manager Evaluation page changes depending on whether the page is accessed via the Start link or another action link, such as Edit or Submit.
Section 1 - Competencies
Rating |
Select a qualitative rating for this competency from the list of available options. The values appearing in the list come from the rating model associated with this competency on the Competency table. |
Weight |
Enter a weight here to assign different relative weights to competencies. Enter the weight as a percentage, for example enter 40 to indicate that this competency accounts for 40% of the summary rating across all competencies. If used, all weights must add up to 100. |
Comments |
Enter comments regarding the employee's proficiency level, in support of the rating you've assigned. |
Add Competency |
Click to add a new competency to the evaluation. |
Delete Competency |
Click to remove an exiting competency. |
|
Click the Calculate Rating button to have the system calculate the ratings for each section, using the calculation method and rating model defined on the template that generated this review document. |
Competencies Summary |
Click the Calculate Rating button to have the system calculate the rating for the Competencies section, or select an override rating. |
Section 2 - Employee Goals
Add Goal |
Click to add a new goal to the evaluation. |
Delete Goal |
Click to remove an existing goal. |
Edit Details |
Click to edit specific details of the employee goal. |
Section 3 - Overall Summary
Calculate All Ratings |
Click to calculate the Competencies and Overall Summary section ratings. Ratings are not calculated for sections or summaries that have been overridden. |
Cancel Evaluation |
Click to terminate and discard the entire employee evaluation. |
Save |
Click to save work already in progress for later editing. The system calculates all ratings contained in the review prior to saving the review. |
Complete |
Click this button to change the status of the employee document from In Progress to Complete. |
Cancel |
Click to return to the Document Details page without saving. |
Access the Manager Evaluation page.
Note. When you click Calculate All Ratings, Save, or Complete, the system displays a warning if the numeric rating in the Overall Summary section is 0.6 higher or lower than the numeric element ratings.
This section lists the pages used to complete employee self-evaluation documents.
The process that employees follow to complete their self-evaluation documents is similar to the process managers follow to complete their evaluation of their direct reports.
See Completing Employee Review Documents.
Page Name |
Definition Name |
Navigation |
Usage |
EPP_APPR_SELECT |
|
Select the document that you want to work on. |
|
EP_APPR_DETAIL |
Click the link in theDocument Type column on the Current Performance Documents page. |
View the performance document details and progress, and select the employee self-evaluation to start, edit, complete or view. |
|
EP_APPR_MAIN1 |
Click theEdit link on the Current Performance Documents - Document Details page. |
Add or update competencies and goals to the employee self-evaluation. |
This section discusses how to enter reviewer comments.
Managers can add comments about an employee's performance that are received from the employee's peers, subordinates, customers, or other reviewers.
Page Name |
Definition Name |
Navigation |
Usage |
EP_APPR_SELECT |
Workforce Development, Performance Management, Performance Documents, Administrative Tasks, Maintain Reviewer Comments USF, Maintain Reviewer Comments - USF |
Select the employee review document to which you want to add comments. |
|
GVT_EP_COMMENTS |
Click the employee name link on the Maintain Reviewer Comments - USF page. |
Enter comments about an employee's performance from multiple reviewers. |
Access the Reviewer Comments USF page (Workforce Development, Performance Management, Performance Documents, Administrative Tasks, Maintain Reviewer Comments USF, Maintain Reviewer Comments - USF).
Reviewer Comments
Reviewer ID |
Select or enter the identification number of the reviewer. |
Reviewer Role |
Select the role that best describes the relationship between the reviewer and the employee being reviewed. |
This section lists the pages used to transfer an employee review document to another manager.
Page Name |
Definition Name |
Navigation |
Usage |
EP_APPR_SELECT |
|
Select documents for transfer from one manager to another. |
|
EP_APPR_XFER |
Select one or more documents and click the Continue button on the Transfer Document page. |
Confirm the transfer of documents between managers. |
This section lists the pages used to cancel employees' review documents.
Managers and Employee Review Administrators (Employee Review Admin USF) can cancel an employee review document. Managers can only cancel documents with a status of In Progress. Employee Review 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 Current Documents. If a document is cancelled the system removes the competency evaluations that were sent to the Person’s Profile in Profile Management when the document was originally completed
Page Name |
Definition Name |
Navigation |
Usage |
EP_APPR_SELECT |
|
Cancel employee review documents. |
|
EP_APPR_CANCEL |
Select one or more documents and click the Continue button on the Cancel Document page. |
Confirm the cancellation of employee review documents. |
This section lists the pages used view employees' review document.
Page Name |
Definition Name |
Navigation |
Usage |
EP_APPR_SELECT |
|
View documents. |
This section discusses how to:
Run the late employee review report.
Run the missing employee review report.
Page Name |
Definition Name |
Navigation |
Usage |
RUNCTL_EP_RPT |
Workforce Development, Performance Management, Reports, Late Documents Report, Late Documents |
Generate a list of late review documents, by document type, for a group of employees. The system considers a review document to be late if the review's due date (review period end date) is less than, or equal to the current date. |
|
RUNCTL_EP_RPT |
Workforce Development, Performance Management, Reports, Missing Documents Report, Missing Documents |
Generate a list of missing employee review documents for a group of employees (group ID) and a given document type and date range. If an active employee has no review document with review period begin/end dates that would cause any part of the review period to fall within the date parameters specified for the report. |
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 ID |
Enter the group ID of the employees for whom 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. |
Document Type |
Select a document type, such as quarterly, annual, or project review. You define document types on the Document Types page. |
Access the Missing Documents page (Workforce Development, Performance Management, Reports, Missing Documents Report, Missing Documents)
Group ID |
Identify the group of employees to include in the report. |
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. |
Document Type |
Select a document type, such as quarterly, annual, or yearly. You define document types on the Document Types page. |
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. Options are:
|
From 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, 2001 to December 31, 2001, and the period basis is Period End Date, the report only selects documents whose period end date falls between those dates. |