Assigning Document Defaults

This topic discusses how to assign document defaults.

Page Name

Definition Name

Usage

Assign Document Defaults Page

EP_DEFAULT

Enter the default values for the document type and evaluation period on the Create <Performance or Development> Documents page.

Use the Assign Document Defaults page (EP_DEFAULT) to enter the default values for the document type and evaluation period on the Create Documents page.

Navigation

Set Up HCM > Product Related > ePerformance > Document Structure > Assign Document Defaults > Assign Document Defaults

Image: Assign Document Defaults page

This example illustrates the fields and controls on the Assign Document Defaults page.

Assign Document Defaults page

Use this page to enter default values for use in a number of ePerformance transactions. When a supported transaction is initiated, the system prepopulates the default values that are specified for it.

Field or Control

Definition
Transaction Name

Select the type of ePerformance transaction for which the default values are specified.

Values are:

  • Create Documents—Default values are used to create ePerformance documents in the PeopleSoft Classic User Interface.

  • My Team—Default values are used when retrieving performance data for the My Team – Performance Page.

  • Performance Status Chart—Default values are used for launching the My Team’s Performance Status Pagelet for the first time.
Document Type, Period Begin Date and Period End Date

Specify the document type and evaluation period for use in the selected transaction.