(Fluid) Accessing ePerformance Tiles and Pages

Users must be assigned the appropriate roles to access Fluid ePerformance functionality as managers and employees. See the Delivered Roles for Fluid ePerformance topic for more information.

(Manager) Use the Team Performance tile (HC_EP_DASHBOARD_ FL_GBL_LINK) to access the Team Performance dashboard for a collection of ePerformance tasks in a central location.

Navigation:

The Team Performance tile is delivered as part of the Manager Self Service home page, but the location can be changed based on your preference.

This example illustrates the Team Performance tile.

Use this tile to access the Team Performance Dashboard, which includes additional tiles for working with team documents, business objectives, administrative tasks, and performance document analytics (pivot grid) as managers.

(Manager) Use the Team Performance dashboard (PT_LANDINGPAGE) to access tiles for managing team documents and business objectives, performing administrative tasks, viewing team document distribution by status and team performance insights.

Navigation:

Click the Team Performance tile.

This example illustrates the Team Performance dashboard.

The Team Performance dashboard provides managers quick access to fluid ePerformance components from one location.

The dashboard lists the components collected under these tiles, and can be personalized as needed:

• Team Documents Tile

• Business Objectives Tile

• Administrative Tasks Tile

• Performance Status Tile

  See Also Team Performance Status Page.

• Team Document Insights Tile

• Team Performance Insights Tile

(Manager) Use the Team Documents tile (HC_EP_DOC_SELECT_FL_GBL) to access the pages to manage evaluation documents for their teams and documents that are delegated to them.

Navigation:

The Team Documents tile is located on the Team Performance Dashboard.

This example illustrates the Team Documents tile.

The Team Documents tile displays the number of documents that are currently In Progress. A document is considered In Progress if the document status is not Canceled or Completed.

If no documents are available, no information is displayed on the tile.

See Team Documents - Team Documents Page and Team Documents - Delegated Documents Page.

(Manager) Use the Administrative Tasks tile (HC_EP_DOCTASKS_FL_GBL) to perform administrative tasks on documents.

Navigation:

The Administrative Tasks tile is located on the Team Performance Dashboard.

This example illustrates the Administrative Tasks tile.

Use the tile to access a navigation collection that lists these ePerformance administrative transaction pages:

• Transfer Documents. See Transfer Documents Page (Team Performance).

• Reopen Documents. See Reopen Documents Page (Team Performance).

• Cancel Documents. See Cancel Documents Page (Team Performance).

• Delete Documents. See Delete Documents Page (Team Performance).

• Enter Preliminary Ratings. See Enter Preliminary Ratings Page (Team Performance).

• View-Only Documents. See View-Only Documents - Select Employee Page (Team Performance).

• Create Documents by Group. See Create Documents by Group - Select Group Page (Team Performance).

(Employee) Use the Performance tile (HC_EP_EE_DASHBOARD_FL_GBL_LINK) to access the Performance dashboard for a collection of ePerformance transactions for employees in a central location.

Navigation:

The Performance tile is delivered as part of the Employee Self Service home page, but the location can be changed based on your preference.

This example illustrates the Performance tile.

Use this tile to access the Performance Dashboard, which includes additional tiles for working with performance documents and viewing business objectives as employees.

(Employee) Use the Performance dashboard (PT_LANDINGPAGE) to access tiles for managing employees' own performance documents and viewing business objectives.

Navigation:

Click the Performance tile.

This example illustrates the Performance dashboard.

The Performance dashboard provides employees quick access to fluid ePerformance components from one location.

The dashboard lists the components collected under these tiles, and can be personalized as needed:

• My Documents Tile

• View Business Objectives Tile

(Employee) Use the My Documents tile (HC_EP_EEDOC_SELECT_FL_GBL) to manage employees' own evaluations and evaluations of others.

Navigation:

The My Documents tile is located on the Performance Dashboard.

This example illustrates the My Documents tile.

Use the tile to manage self-evaluations and participant evaluations on the Performance - My Documents Page and Performance - Evaluations of Others Page respectively.