Managing Document Processes

This section presents an overview of document process management and lists the pages used to manage document processes.

Page Name

Definition Name

Usage

View Performance Documents Page

(View-Only Documents)

EP_APPR_SELECT

Select to view performance documents.

See Current <Performance or Development> Documents Page or <Performance or Development> Documents Page

View Development Documents Page

(View-Only Documents)

EP_APPR_SELECT

Select to view development documents.

See Current <Performance or Development> Documents Page or <Performance or Development> Documents Page

If you have the ePerformance administrator role, you can view any document in any status and perform certain tasks that change the document status or due date. This is a safety valve in case the employee or manager are unable to complete the tasks.

Follow these steps:

  1. To view or update a document as an administrator, enter selection criteria on one of the view documents pages (Performance or Development) and select the document that you want to view from the results list.

  2. Click the View link under the step to open the corresponding document or evaluation that needs to be changed..

    You can view details of a step only after the step is started.

  3. Perform tasks on the document.

    The tasks that are available to you depend on the status of the document or role evaluation. These are:

    • Change the due date.

    • Reopen document or evaluation.

    • Cancel evaluation.

The procedures for selecting documents, viewing document details, and performing tasks as an administrator are the same as the procedures for any other role.