(Classic) Viewing Historical Documents

This topic discusses how to access historical documents in Classic Plus mode.

Note: A fluid version of ePerformance is now available to support employee performance reviews. For more information, see Understanding Fluid ePerformance.

Page Name

Definition Name

Usage

<Performance or Development> Document History Page

EP_APPR_SELECT

Access completed documents for employees that you manage or for yourself.

My Historical Evaluations for Others Page

EP_APPR_OTH_SELECT

Access completed documents for multi-participant evaluations in which you participated.

See <Performance or Development> Document History Page

Use the <Performance or Development> Document History page (EP_APPR_SELECT) or My Historical Evaluations for Others page (EP_APPR_OTH_SELECT) to access completed documents for employees that you manage, for yourself, or for multi-participant evaluations in which you participated.

Navigation:

  • Manager Self Service > Performance Management > Performance Documents > Historical Performance Docs > Performance Document History

  • Manager Self Service > Performance Management > Development Documents > Historical Development Docs > Development Document History

  • Self Service > Performance Management > My Performance Documents > Historical Performance Docs > Performance Document History

  • Self Service > Performance Management > My Development Documents > Historical Development Docs > Development Document History

  • Self Service > Performance Management > Other's Performance Documents > Performance History for Others > My Historical Evaluations for Others

  • Self Service > Performance Management > Other's Development Documents > Development History for Others > My Historical Evaluations for Others

Note: These pages are all similar in appearance and usage; only the Performance Document History page is detailed here.

This example illustrates the fields and controls on the <Performance or Development> Document History page.

 <><Performance or Development> Document History page

The <Performance or Development> Document History page and My Historical Evaluations for Others page look and function similarly.

Filter Criteria

Enter search criteria to limit which documents appear in the list.

Note: This page region appears only if you access the page from Manager Self-Service.

Field or Control

Description

First Name and Last Name

Enter the first and last names of the employee whose documents you want to access.

Document Type and Document Status

Select the document type and status of documents you want to view.

Period Between

Enter a date range for which you want to view documents.

<Performance or Development> Documents

Completed documents that meet the selection criteria appear in this list. The information that appears—Name, Document Type, Document Status, Period Begin, Period End, Job Title, and Rating—assists you to identify the specific document you want to view. You can click the link to open the document for viewing.