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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
Accessing Due Date Notification Setup Using Fluid Navigation Collection
Setting Up Due Date Notifications
Generating Documents
Understanding Document Generation
Understanding ePerformance Related Actions
Prerequisites for Generating Documents
Assigning Document Defaults
(Classic) Generating Documents as Administrators
(Classic) Generating Documents as Managers
(Classic) Generating Documents as Employees
(Classic) Accessing Documents
Accessing Performance Tasks and Documents Using Fluid Navigation Collection
Accessing Performance Tasks as Administrators Using Fluid Navigation Collection
Accessing Performance Documents as Managers Using Fluid Navigation Collection
Accessing Performance Documents as Employees Using Fluid Navigation Collection
Modifying Evaluation Criteria
Understanding Evaluation Criteria Modification
Understanding Document Audits
Prerequisites
(Classic) Modifying Evaluation Criteria
Tracking Mid-Period Progress on Evaluations
Understanding Mid-Period Checkpoints
(Classic) Tracking Mid-Period Progress
Nominating and Tracking Multi-Source Participants
Understanding the Nomination and Tracking Processes
(Classic) Managing Nominations
(Classic) Managing Evaluation Requests
(Classic) Monitoring and Viewing Participant Evaluations
Entering Comments and Ratings on Evaluations
Understanding Evaluation Data Entry
Recording Preliminary Ratings
Entering Performance Notes
(Classic) Updating Evaluations
Consolidating Feedback from Evaluators
Understanding Feedback Consolidation
(Classic) Viewing Evaluation Ratings
(Classic) Working with Writing Tools
Working With Fluid Performance Management
Understanding Fluid ePerformance
(Fluid) Accessing ePerformance Tiles and Pages
(Fluid) Working with ePerformance Document Lists
(Fluid) Working with ePerformance Documents
(Fluid) Modifying Evaluation Criteria
(Fluid) Tracking Mid-Period Progress
(Fluid) Managing Participant Requests and Evaluations
(Fluid) Updating Evaluations
Working With Fluid Business Objectives
Understanding Fluid Business Objectives
(Fluid) Accessing Business Objective Tiles and Document Lists
(Fluid) Working With Business Objective Documents
Viewing Performance Insights
Viewing Performance Insights
Managing Reviews and Approvals
Understanding Review and Approval Processes
(Classic) Approving Documents
Approving Documents Using Fluid Approvals
Updating Person Profiles
Performing Administrative Tasks
Working With Automatic Document Transfer
Managing Administrative Tasks
(Classic) Managing Document Processes
(Classic) Creating Business Objectives Pages
(Classic) 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
(Classic) Viewing Historical Documents
(Classic) Viewing Documents for Your Team
(Classic) 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