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Getting Started with ePerformance
ePerformance Overview
ePerformance Business Processes
ePerformance Integrations
ePerformance Implementation
Setting Up ePerformance
Defining System Settings
Working with Manage Profiles
Working with Approvals and Reviews
Working with Delegations
Modifying Self-Service Pages and Email Notifications
Setting Up Document Templates
Understanding Document Templates
Understanding ePerformance and Career and Succession Planning Integration
Defining Document Types
Defining Roles
Defining Performance Calendars
Defining Sections
(JPN) Creating Review Identifiers
Creating Document Templates
Setting Up Business Objectives
Understanding Business Objective Setup
Defining Objective Structures
Configuring Email Notifications for Business Objectives
Setting Up Text for Advisor Tools
Understanding Advisor Tools
Defining Content for the Language Checker Tool
Defining Content for the Development Tips and Results Writer Tools
Linking Development Tips to Competencies and Sub-Competencies
Importing Third-Party Content
Building PeopleSoft Search Indexes
Setting Up Due Date Notifications
Understanding Due Date Notifications
Using the PeopleSoft Fluid User Interface to Set Up Due Date Notifications
Setting Up Due Date Notifications
Working with Desktop Integration
Understanding Desktop Integration with ePerformance
Setting Up Desktop Integration with ePerformance
Generating Documents
Understanding Document Generation
Understanding ePerformance Related Actions
Prerequisites for Generating Documents
Assigning Document Defaults
Generating Documents as an Administrator
Generating Documents as a Manager
Generating Documents as an Employee
Accessing Documents
Using the PeopleSoft Fluid User Interface to Work with Documents
Using the PeopleSoft Fluid User Interface to Manage Performance Tasks as Administrators
Using the PeopleSoft Fluid User Interface to Work with Documents as Managers
Using the PeopleSoft Fluid User Interface to Work with Documents as Employees
Modifying Evaluation Criteria
Understanding Evaluation Criteria Modification
Understanding Document Audits
Prerequisites
Modifying Evaluation Criteria
Tracking Mid-Period Progress on Evaluations
Understanding Mid-Period Checkpoints
Tracking Mid-Period Progress
Nominating and Tracking Multi-Source Participants
Understanding the Nomination and Tracking Processes
Managing Nominations
Managing Evaluation Requests
Monitoring and Viewing Participant Evaluations
Entering Comments and Ratings on Evaluations
Understanding Evaluation Data Entry
Recording Preliminary Ratings
Entering Performance Notes
Updating Evaluations
Consolidating Feedback from Evaluators
Understanding Feedback Consolidation
Viewing Evaluation Ratings
Working with Writing Tools
Managing Reviews and Approvals
Understanding Review and Approval Processes
Conducting Reviews
Approving Documents
Using Fluid Approvals to Approve Documents
Updating Person Profiles
Performing Administrative Tasks
Managing Administrative Tasks
Managing Document Processes
Creating Business Objectives Pages
Managing Business Objectives
Publishing Business Objectives
Cascading Objective Items
Administering Business Objectives
Creating Objectives Summary Data
Identifying Business Objective Nodes
Restarting Objective Batch Processes
Generating Reports
Using Inquiry Pages
Understanding Inquiry Pages
Viewing Historical Documents
Viewing Documents for Your Team
Viewing Approval Status
Defining Data for Inquiry Pages
Viewing Ratings Summaries
Viewing Document Status Summaries
Viewing Detailed Calculations of Performance Results
Archiving Performance and Development Documents
Understanding Document Archiving
Delivered Workflow for ePerformance
Delivered Workflow for ePerformance
Delivered Roles and Permission Lists for ePerformance
Delivered Roles and Permission Lists
Integrating with PeopleSoft Enterprise Learning Management
Integrating with Enterprise Learning Management
ePerformance Reports
ePerformance Reports: A to Z
Report Samples