(Fluid) Working with ePerformance Documents

Performance Document Page

EP_MAIN_DOC_B_FL

or

EP_MAIN_DOC_FL

Update documents in various steps of the review process.

Select/Create Items Page

EP_ADD_ITEM_SCF

Add items to document sections.

Select/Create Items - Pre-defined Page

EP_ADD_ITEM_SCF

Add pre-defined items to document sections.

Select/Create Items - Your Own Page

EP_ADD_ITEM_SCF

Add items that you create manually to document sections.

Select/Create Items - Business Objectives Page

EP_ADD_ITEM_SCF

Add items from business objectives to document sections.

Select/Create Items - Manager Document Page

EP_ADD_ITEM_SCF

(Employee only) Add items from your manager's documents to document sections.

Select/Create Items - My Document Page

EP_ADD_ITEM_SCF

Add items from the manager's or employee's own documents to document sections.

Select/Create Items - Team Document Page

EP_ADD_ITEM_SCF

(Manager only) Add items from your team's documents to document sections.

<Section Name> in List Page

EP_MAIN_ADDITM_SCF

View or remove items from the document section.

Details Page

EP_MAIN_OINFO_SCF

View additional information of the item.

Performance Document Item Page

EP_MAIN_B_ITMED_FL

EP_MAIN_ITMED_FL

View or update item details.

Alignment Chain Page

EPO_ALIGN_CHN_SCF

View the alignment of the current objective with its corporate or departmental objectives in the organization.

Sub-Items Page

EP_MAIN_ADDSUB_SCF

Add pre-defined sub-items to items.

My Notes Page

EP_MAIN_NOTES_SCF

Add, update or view notes for items.

Quick Evaluation Page

EP_QUIK_EVAL_SCF

Enter or view feedback for individual items.

Notify Page

EP_EMAIL_NOTIFY_FL

Send messages about the document.

Rating History Page

EP_HDR_RATING_SCF

View past overall rating information for the employee for the same document type, if available.

360 Graphic View Page

EP_360_REPORT

View ratings from all evaluators and the calculated average rating for each section, item and sub-item of the document.

Attachment Page

EP_ATTACH_SCF

Add or view file attachments in the document.

Check Language Page

EP_LNG_CHECK_SCF

Check for inappropriate use of words and phrases in comments entered in the manager's document.

Last Updated Page

EP_AUDIT_SCF

View the audit information of documents or items.

Performance Process Overview Page

EP_APPR_HELP_SCF

View the description and objective of each step in the performance process.

<Section or Item> Weight Page

EP_SECT_WEIGHT_SCF

Update document section (or item) weights.

Reorder Items Page

EP_MAIN_REORD_SCF

Change the order of items displayed in document sections.

<Section> Page (Delete Multiple Items)

EP_ITEM_SELECT_SCF

Remove one or more items from document sections.

Average Ratings Page

EP_AVG_CHART_SCF

View ratings from all evaluators in a horizontal bar chart.

Copy to Other Documents Page

EP_APPR_SEL_CPY_FL

Copy individual items to other employees' documents.

Rating Model Page

EP_RTGMDL_POPUP_FL

View descriptions of the rating values that are available in the rating model.

Writing Suggestions - All Page

EP_WRITE_TOOL_SCF

Select suggested texts as review comments.

Writing Suggestions - Evaluators' Comment Page

EP_WRITE_TOOL_SCF

Select existing comments from other evaluators as review comments.

Writing Suggestions - Development Tips Page

EP_WRITE_TOOL_SCF

Select development tips as review comments.

Writing Suggestions - Results Writer Page

EP_WRITE_TOOL_SCF

Select results writer statements as review comments.

Writing Suggestions - Performance Notes Page

EP_WRITE_TOOL_SCF

Select your own performance notes as review comments.

Displays the current state of the document. Informational. Valid values for each step include:

Define Criteria (step): In Progress

Checkpoint or Finalize Criteria (step): In Progress

Evaluation (step): Evaluation in Progress, Shared with Employee, Shared with Manager, Request Acknowledgment, Pending Acknowledgement, Acknowledged, Approval, Canceled, and Completed. These values for the Evaluation step are also used as document statuses in document lists to organize and filter documents.

Click to display the list of related actions that can be initiated for the employee.

or

Click to expand or collapse the area that displays general information about the performance document, such as the document ID and type, associated template, and due date.

or Save

Click to save the page.

Click to add individuals to participate in the employee's performance review or manage participant evaluations on the Add/Review Participants Page. A visual cue (blue dot) indicates updates are available on the page.

This icon appears if the Nominate Participants option is selected on the Template Definition - General page.

Note that if the Allow participant feedback at anytime option is not selected in the Nominate Participants section of the Template Definition - Process page, the icon is available only when the status of the document is changed to Evaluation in Progress.

Click to view the recognitions that the employee has received for the respective review period on the View Recognitions Page

Note that if a recognition appears as new on the View Recognitions page, it will also be displayed as new when accessed from the Recognition or Team Recognition tile for the first time.

This icon appears if the Allow to View Recognitions option is selected on the Template Definition - Process Page.

Click to view the list of actions that are applicable to the document and select an action to perform from the More Actions menu. The list of actions varies based on a few factors, such as the template setup, the current step of the document, and your user role.

See Document-Level More Actions.

Open

Select to open the document on the Performance Document Page. It is the same as selecting the employee name of a document card.

Clone

Select to create a new document by cloning from the corresponding document with a new evaluation period that you specified.

This action lets you create a new document quickly for the same employee, document type, and document template for the new evaluation period.

This action appears if the option to allow cloning from existing documents is enabled for your role in the document type setup.

Print

Select to display a printable version of the document in the PDF format. Specify whether you want:

Participant feedback (with participant identity) to be included. Or

Participant feedback (without participant identity) to be included. Or

Participant feedback to be excluded.

Export

Select to view and download the document in the rich text format (RTF).

This action is available if the Allow Document Download option is selected for your role on the Template Definition - General Page.

Notify

Select to send a message about the document on the Notify Page.

Rating History

(Evaluation step only) Select to view past performance ratings of the employee for the same document type on the Rating History Page.

This action is available if the Rating History option is selected for your role on the Template Definition - General Page.

360 Graphical Rating

(Evaluation step only) Select to view ratings provided by all evaluators as well as the calculated average rating for each section, item and sub-item of the evaluation on the 360 Graphic View Page.

This action is available if the View Average Rating option is selected for your role (manager, employee, or both) on the Template Definition - Process Page.

Attachments

(Evaluation step only) Select to add attachments to the document on the Attachment Page.

You can view but not add attachments in completed or canceled documents.

This action is available, if the option to allow attachments for your role (manager, employee, or both) is selected on the Template Definition - Process Page. The system can be configured to support attachments in Define Criteria, Checkpoint, Finalize Criteria, and Evaluation steps.

Check Language

(Manager only) Select to check for inappropriate use of language in the comments of the manager's document on the Check Language Page. When inappropriate words are identified, the Language Checker tool suggests alternative words or phases that are more acceptable from an organization's perspective.

This action is available if the Language Checker option is selected in the associated template on the Template Definition - General Page.

Last Updated

Select to view last updated information of the document on the Last Updated Page.

Overview

Select to view the description and objective of each step in the performance process on the Performance Process Overview Page.

Skip Checkpoint

(Checkpoint step only) Select to skip the current checkpoint step if it is no longer needed.

Reopen Prior Step

Select to reopen the previous step for update. The action is available if the previous step was just completed or skipped, and no changes have yet been made to the current step.

This action is not available in the first step of the document.

View Employee Evaluation

(Evaluation step, manager only) Select to view the self-evaluation of the employee on the Self-Evaluation - <Status> Page (EP_MAIN_DOC_FL).

Reopen Employee Evaluation

(Evaluation step, manager only) Select to reopen the employee's self-evaluation that was completed, or canceled (by the manager or the system). This action updates the document status of the employee's self-evaluation to Evaluation in Progress.

Reopen Manager Evaluation

(Evaluation step, manager only) Select to reopen the manager document for update by changing the document status to Evaluation in Progress.

This action appears for managers when the evaluation has passed the Evaluation in Progress status but hasn’t been completed. Also, a document cannot be reopened if it has been submitted for approval.

Cancel Employee Evaluation

(Evaluation step, manager only) Select to cancel the employee's self-evaluation and update the document status to Canceled.

This action appears when the employee's self-evaluation is in the Evaluation in Progress status.

Cancel Overall Evaluation

(Evaluation step, manager only) Select to cancel the entire evaluation and update the document status to Canceled.

Change Due Date

(Evaluation step, manager only) Select to modify the due date of the employee's self-evaluation that is currently in progress.

View Instructions

Select to view the instructions provided for the current document step on the Instructions page (EP_MAIN_INSTR_SCF).

This action is available to all document steps.

Define Section Weight

Select to specify section weights for the document on the Section Weight page.

See <Section or Item> Weight Page.

This action is available if the section can be weighted based on the template setup.

Define Item Weight

Select to specify item weights for the section on the Item Weight page.

See <Section or Item> Weight Page.

This action is available if items in the section can be weighted based on the template setup.

Reorder Items

Select to change the order of items currently displayed in the document section by dragging and dropping items (or entering sequence numbers for items in screen reader mode) on the Reorder Items Page.

This action is available if your role can either add or update items in the current step based on the template setup, and the section contains more than one item.

Delete Multiple Items

Select to remove one or more items from document sections on the <Section> Page (Delete Multiple Items).

This action is available if your role can delete items in the current step based on the template setup.

Business Objectives

Select this action, if available, to view the business objectives that are available from the employee's organization on the View Objectives - <Name of Objective> Page (EPO_MAIN) in a new browser window or tab.

This action is available if the section uses the Business Objectives special processing in the template setup.

Copy To

Select to copy the item to other employees' documents on the Copy to Other Documents Page.

Notes

Select to add notes to the item on the My Notes Page.

This action is available if the Notes option for your role is selected in the Final Evaluation Step - Role Rules section of the Template Definition - Process Page.

Define Item Weight

Select to specify item weights for the section on the Item Weight page.

See <Section or Item> Weight Page.

This action is available if items in the section can be weighted based on the template setup.

View Graphical Rating

(Evaluation step only) Select to view the display of ratings provided by all users for the item in a horizontal bar chart on theAverage Ratings Page.

This action is available if the View Average Rating check box is selected for your role on the Template Definition - Process Page.

Delete

Select to remove the corresponding item.

This action is available if your role can delete items in the corresponding document step based on the template setup.

Last Updated

Select to view last updated information of the corresponding item on the Last Updated Page.

Cancel Evaluation

(Manager only) Select to cancel the participant evaluation. This action is available to Accepted requests, or participant evaluations that are Evaluation in Progress.

Change Due Date

(Manager only) Select to update the due date of the participant evaluation. This action is available to Accepted requests, or participant evaluations that are Evaluation in Progress.

Delete Evaluation

(Manager only) Select to delete the canceled participant evaluation. This action is available to Canceled participant evaluations.

Reopen Evaluation

(Manager only) Select to reopen the participant evaluation. This action is available to Completed or Canceled participant evaluations.

Resubmit

Select to resubmit the participant request, which sets its status to Pending. This action is available to Canceled, Withdrawn, or Declined requests.

Send Reminder

Select to send an email reminder to the individual about a pending request. This action is available to Pending requests.

View Participant Evaluation

Select to view the evaluation completed by the participant on the Participant Evaluation page. This action is applicable to Completed participant evaluations for users whose role is specified in the View Evaluations field on the Template Definition - Process page.

See Performance Document Page (Participant Evaluation) or Participant Evaluation Page.

Withdraw

Select to withdraw the request from the individual. This action is applicable to Pending requests.

Displays the step of the review process that the document is currently in.

Click the icon to expand the popup menu and view the overall progress of the document in the review process. The popup menu displays the list of steps available in the review process based on the associated template. The list provides a quick update of where you are in the review process. It shows the current step (name appears in bold font), previous steps that were done (Completed or Skipped), and remaining steps to be worked on (Not Started).

You can select a previous step to view the last-updated and read-only version of the document in that step. Some actions are still available for you to drill down and view the content of the document, such as item details, ratings and comments, and notes. However, you can no longer edit the document.

Use the button to perform the primary action. The system performs validations on the page when you click the action button.

The action button varies for users based on a number of factors, such as the step that the document is in and your role privileges specified in the template setup for that step. For example, if your role is configured to complete the Define Criteria step in the template setup, the Complete button appears when you open a document in that step.

Sometimes an action button appears in white with colored border, which represents a secondary action in the step. For example, when it is time for the employee to acknowledge their document after the discussion with the manager, the system displays the Acknowledge button as a colored action button for the employee, and the Override Acknowledgement button as a white action button with colored border for the manager. It means that while the manager has the option to override the acknowledgement if needed, the primary action is for the employee to provide the acknowledgement.

Click to view the list of actions that are applicable to the current step and select an action to perform. The list of actions varies based on a few factors, such as the template setup, the current step of the document, and your user role.

See Step-Level More Actions.

Title

Enter keywords to look up predefined items by item title.

Select one or more items in the search results to add to the list.

Content Group Type and Content Group

Filter items by content group type and content group. These fields are available in any document section that is associated with a content type in the template and that content type is set up with one or more content group types and content groups. An example is the Competencies section.

See Also Content Group Types Page.

Click to view additional information of the item on the Details Page.

Add to List

Click this button to save the item you created temporarily to the list. The system then clears the page for you to enter a new item.

Clear

Click this button to delete content from the page and enter new item information.

Click to view additional information of the item on the Details Page.

Document Type, Document Status, and Period Between

Use these fields, if available, to search for your own documents from which you want to copy items.

Search and Clear

Use the Search button to perform the search, and the Clear button to reset the page to blank.

<Documents on left panel>

Select a document from which items are copied. When selected, the Search section collapses automatically.

The selected document is indicated with a check mark.

<Items on the right panel>

Displays items of the selected document. Select applicable items to add to the list.

When you select an item from a document, the system updates the number count of the Selected List icon and preselects the same item that is also available in other documents on the left panel automatically. Updates in these two places occur when you deselect an item from the document as well.

See Also <Section Name> in List Page.

Click to view additional information of the item on the Details Page.

First Name, Last Name, Document Type, Document Status, and Period Between

Use these fields to search for team members' documents from which you want to copy items.

Leave these fields blank to see all documents that has you listed as the manager in the search results.

These fields are displayed when you access the Team Document tab for the first time.

Search and Clear

Use the Search button to perform the search, and the Clear button to reset the page to blank.

<Documents on left panel>

Select a team member's document from which items are copied. When selected, the Search section collapses automatically.

The selected document is indicated with a check mark.

<Items on the right panel>

Displays items of the selected document. Select applicable items to add to the list.

When you select an item from a document, the system updates the number count of the Selected List icon and preselects the same item that is also available in other documents on the left panel automatically. Updates in these two places occur when you deselect an item from the document as well.

See Also <Section Name> in List Page.

Click to view additional information of the item on the Details Page.

Displays the section to which the item belongs.

and

Use these controls to access previous and next items in the section.

Click to save the item. If you update an item and leave the page without saving, changes remain on the item page when you return.

Click to view the list of actions that are applicable to the item and select an action to perform. The list of actions varies based on a few factors, such as the template setup, the current step of the document, and your user role.

See Item-Level More Actions.

Click to view rating descriptions of the associated rating model. This icon is available near a rating display.

See Rating Model Page.

Click to view the alignment of the item to the objective to which it aligns on the Alignment Chain Page.

This icon is applicable to items created from business objectives. It appears after you select an objective from the Align To field.

From and To

Specify a date period to refine the search for notes you added for the item.

Add Note

Click to enter a new note for the item. Editable fields appear at the bottom of the list.

A new note is not saved until you click the Done button.

Click to open an existing note for update.

Click to mark the note as deleted. This icon is available if the action is enabled in the HR Notepad setup.

See Also HR Notepad Configuration - Applications Page.

<Item title> and <Item description>

Displays the title and description of the item.

<Rating display>

Use the star or drop-down box rating display to provide rating. The corresponding rating description is displayed.

(Evaluation step only) The system displays both the rating description and the corresponding numeric rating (or rating points, based on the selected calculation method) when a rating is selected.

This rating display appears if your user role can rate items in the current step based on the template setup.

Click to view rating descriptions of the associated rating model. This icon is available near a rating display.

See Rating Model Page.

<Comment field>

Enter feedback for the item.

This field appears if your role can provide item comments in the current step based on the template setup.

Rich text editor (RTE) support for comments and other long fields can be enabled for Fluid ePerformance on the ePerformance Installation - ePerformance Page.

(Evaluation step only) The minimum character count information is displayed, if comment is required for the current step and a minimum character count is specified in the template setup.

Visibility information is also shown, indicating if the feedback you provide is shared with the employee or the manager.

Writing Tools

(Evaluation step only) Click to choose suggested texts as review comments from Writing Tools.

See Writing Suggestions - All Page.

This link appears below the comment field if one or more Writing Tools options are selected for your role on the Template Definition - Process Page.

<Sub-item title>

Displays the name of the sub-item. If the item contains sub-items, they are listed following their parent item.

<Rating display>

Provide rating for the sub-item.

This rating display appears if your user role can rate sub-items in the current step based on the template setup.

Add Attachment

Click to choose and insert files to the document.

See Also File Attachments and Attachment Pages.

Attachment Audience

Select the roles of users who can view and download the file once the document (manager document or employee self-evaluation) is completed.

If you select Employee and Manager, the file can be viewed and downloaded by the employee, manager, the manager's upward management chain, and the ePerformance administrator.

If you select Manager Only, the file can only be viewed and downloaded by the manager, the manager's upward management chain, and the ePerformance administrator.

If you select Employee Only, the file can only be viewed and downloaded by the employee.

Delete

You can only delete attachments that were uploaded by you.

Save

(Manager only) Save the document that was uploaded by the employee to the manager evaluation. This button appears if you access the Attachment page from a completed self-evaluation.

Change

Click to make the comment editable in the comment field that appears, and update the content as needed.

Click the Apply button to save the update or the Cancel button to dismiss the update.

Ignore

Click to skip the current instance of the highlighted word or phrase and move to the next improper word or phrase found.

Ignore All

Click to skip all instances of the highlighted word or phrase, and move to the first instance of the next highlighted word or phrase (if available).

<Weight percentage field>

Enter the weight (a number in percentage) for the corresponding section (or item). It is a required field. The higher the weight, the more important the section (or item) is relative to rest of the sections (or items) in the document.

Tab out for the system to calculate the total percentage automatically.

If a section (or item) displays a minimum weight requirement, enter at least the minimum weight value for that section (or item).

The total percentage of entered weights must be 100%.

Indicates the number of sub-items that the item has.

Indicates that the item contains comments entered by the manager or employee. You may want to review the item again before deciding to delete it.

Indicates that the selected item already exists in the associated document.

If you select a document that already has the selected item, the system updates the existing item in the document with information from the newly copied item.