Accessing Documents

(Left) Steps and Tasks Pagelet

This pagelet displays all the steps included in the type of the document currently opened. The top of the pagelet contains standard WorkCenter options that are used by end-users to personalize and configure WorkCenter behaviors.

Next, information that is specific to the evaluation is displayed. It includes basic information (employee, document type and review period) and the list of steps and sub-steps that the user needs to complete for the evaluation. When the user opens a document, the system highlights the current step that the user is on in the process and what action the user is supposed to perform. The user can click the Overview link to view the list of steps included in the process and a high-level description for each one of them.

(Right) Transaction Area Displaying Component Page

The page displayed here corresponds to the action link that the user has just clicked on the current step. Available pages include Define Criteria, Checkpoint <#>, Finalize Criteria, Nominate Participants, Review Participant Evaluations, Complete (or Review) Self Evaluation, Complete Manager Evaluation pages depending on the user viewing the document, as well as the business processes enabled in the document template.

The component page contains these information and page controls:

Header Area:

• Type of the document currently opened.

• Page title with corresponding step name and action that users take.

  If the option to concatenate page title is enabled, the page title displays both the step and action. If the option is disabled, only the step is shown.

• Employee name that when hovered over, displays a pop-up page that provides basic job and contact information about the employee.

• Related actions available to the employee. Clicking the Actions field displays the related actions menu, providing quick access to major self service transactions available to the employee from one place.

• Employee photo.

  The system displays the employee’s picture on document headers if the Display on Self Service option is enabled on the HCM Options Page. The system uses the picture from that is available from the HR system for display. If such photo is not available, a dummy picture is used instead.

  If the Allow Employee to Upload Photo option is also enabled on the HCM Options page, the system displays the photo based on the display option (employee’s own picture, HR photo, or no photo) selected by the employee on either the Personal Information Summary page or the Org Chart Viewer - Update Photo Page.

  See Reviewing and Updating Personal Information.

• Primary action buttons that pertain to the current step (Save, Approve, Share with Employee, Complete).

  These actions typically change the document status and move users to the next step. When any primary action button is clicked, a confirmation message appears and the user needs to provide confirmation before the system commits that action.

  Status-related changes that occur here triggers updates to the pagelet so that it always displays the most current document status and the next action that the user should take.

• Common page actions (Print, Notify, Export Document).

  These actions are usually common across performance and development documents.

• Summary information about the evaluation.

Section Area:

• Secondary action buttons pertaining to the document. Their appearance is based on setup, document status and the role of user accessing the document (for example, Check Language, Calculate Rating, Cancel Evaluation, Expand All, Collapse All, TAB format and Long format (if configured to support tabbed and long display).

• Section-level actions (for example, Add Competency, Add Peer, Add Goals, Expand Competency, Collapse Competency, and Business Objective links).

• Item-level actions (Add sub-competencies).

Depending on the document template setup, document sections are displayed in either tabbed format or long format.

ePerformance leverages the WorkCenter design to display documents that are accessed using these navigations:

• (Fluid) Manager Self Service, Team Performance, Current Documents, Current Documents

• (Fluid) Manager Self Service, Team Performance, Historical Documents, Historical Documents

• (Fluid) Employee Self Service, Performance, My Current Documents, My Current Documents

• (Fluid) Employee Self Service, Performance, My Historical Documents, My Historical Documents

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

• Manager Self Service, Performance Management, Performance Documents, Historical Documents.

• Manager Self Service, Performance Management, Performance Documents, View-Only Documents.

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

• Self Service, Performance Management, My Performance Documents, Historical Documents.

• Workforce Development, Performance Management, Performance Documents, View Documents.

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

• Manager Self Service, Performance Management, Development Documents, Historical Documents.

• Manager Self Service, Performance Management, Development Documents, View-Only Documents.

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

• Self Service, Performance Management, My Development Documents, Historical Documents.

• Workforce Development, Performance Management, Development Documents, View Documents.

• Related actions used in various features. Performance Management, Open Performance Documents

• Related actions used in various features. Performance Management, Open Development Documents

See Using the PeopleSoft Fluid User Interface to Work with Documents as Employees and Using the PeopleSoft Fluid User Interface to Work with Documents as Managers for more information on accessing ePerformance documents in fluid mode.

Filter Criteria

This section is available on all select document pages that are accessed from Manager Self Service. The filtering capability enables managers to quickly search for and open documents that they need to update or view without having to scroll down or sort on the results grid.

<Performance or Development> Documents

The information that appears on this grid depends on the path with which you access the page.

If you access this page through the Self Service menu, the only documents that appear are current documents for which you are the employee. The name column does not appear, but an additional column on the grid lists the person who is the manager for the document.

If you access this page through the Manager Self Service menu, additional columns appear (Employee and Document Status). The grid lists all documents with statuses that are not Complete or Canceled for which you are the manager. Documents in a Complete status are listed on the Historical Documents page. You can filter documents by name, document type, document status and review period.

The same also applies to development documents.

Steps and Tasks

The information that appears on this page is controlled by a combination of the document template, the role that accesses the page, and the status of each step.

Expanding a step displays all relevant actions the user can perform in the form of links. For example, clicking the View link of a completed step takes the user to a new browser window to view the information of the completed step in the read-only mode. Similarly, clicking the Reopen link of the Finalize Criteria step refreshes the component page on the right to display the Finalize Criteria document, on which the user can reopen it and change the status of the step from Completed back to In Progress, allowing the user to make additional updates.

Field or Control	Definition
Overview	Click to open a modal page and view the complete list of steps included in this process and details on what participating users are expected to do in each step.
<step link>	Click to expand or collapse a step, which can also be done by clicking the Expand Sub Steps and Collapse Sub Steps icons on the left of the step.
<status icon>	Displays the status of the corresponding step. Click the icon to view the current status of the step as an alternate text.
Complete	Indicates that the corresponding step is completed.
In Progress	Indicates that the corresponding step is in progress.
Started	Indicates that the corresponding step is not yet started.
Canceled	Indicates that the corresponding step is canceled.
<action link within step>	Click to: Perform the action on the component page that is displayed on the right. (For completed steps) Access the read-only component page in a new browser window.

Transaction Area

For more information on the:

• Define Criteria step, see Understanding Evaluation Criteria Modification.

• Checkpoint and Finalize Criteria steps, see Understanding Mid-Period Checkpoints.

• Nominate Participants step, see Understanding the Nomination and Tracking Processes.

• Self Evaluation (for employee), Manager Evaluation, and Participant Evaluations steps, see Understanding Evaluation Data Entry.