Completing Manager Evaluation Documents

To complete employee reviews, use the Performance Document (EP_APPR_MAIN) component. Use the CI_EP_APPR_MAIN component interface to load data into the tables for this component

This section discusses how to complete manager evaluation documents.

Page Name	Definition Name	Usage
Current Performance Documents Page	EP_APPR_SELECT	Select the employee review document from which you want to update or view.
Manager Evaluation Page (Manage Employee Reviews)	EP_APPR_MAIN1	Enter manager ratings and comments in each section (if applicable) of the employee’s review document.

Use the Current Performance Documents page (EP_APPR_SELECT) to select the employee review document from which you want to update or view.

Navigation:

Manager Self Service > Performance Management > Performance Documents > Current Performance Documents > Current Performance Documents

Filter Criteria

Use this section to refine the list of employee documents that are available in the Performance Documents section.

Performance Documents

This section lists the current performance documents for which you are the manager.

Field or Control	Description
Employee	Click to open the review document of the selected employee in WorkCenter and update the manager evaluation.

Use the Manager Evaluation page (EP_APPR_MAIN1) to enter manager ratings and comments in each section (if applicable) of the employee’s review document.

Navigation:

Click the employee link on the Current Performance Documents page.

Manager Evaluation page (1 of 2) (manage employee reviews business process)

Manager Evaluation page (2 of 2) (manage employee reviews business process)

Note: The number of sections that a review document has depends on the template that was used to create the document. The screenshot displays a review document that was created using a cloned BASIC document template. The BASIC template contains three sections: Competencies, Employee Goals, and Overall Summary.

Display of Review Documents in WorkCenter

To help users gain better insight into the review process and provide them with quick and easy access to information without having to leave the current documents that they are working on, both ePerformance and the Manage Employee Reviews business process leverage the WorkCenter framework functionality and present review documents in a guided, status-driven manner. The pagelet on the left shows where the user currently is in the process and which steps and tasks have been or yet to be attempted along with status; the transaction page on the right corresponds to the current step that the user is on and it is where user actions take place.

For more information on the use of WorkCenter in employee reviews, see Understanding ePerformance WorkCenter.

Header Actions

Field or Control	Description
Related Actions for <employee name>	Click the Related Actions for <employee name> icon to expand the list of related actions that are available to the employee. Related actions provide users quick access to major self service transactions from one page instead of through traditional menu navigations.
Return to Current documents	Click to return to the Current Performance Documents page without saving any changes.
Save	Click to save the document.
Expand All	Click to expand all sections in this document.
Complete	Click to mark the manager evaluation as complete.
Collapse All	Click to collapse all sections in this document.
Calculate All Ratings	Click the Calculate All Ratings icon to calculate the Competencies and Overall Summary section ratings. Ratings are not calculated for sections or summaries that have been overridden. Note: (USF) When you click Calculate All Ratings, Save, or Complete, the system displays a warning if the numeric rating in the Overall Summary section is 0.6 higher or lower than the numeric element ratings.
Cancel Evaluation	Click the Cancel Evaluation icon to terminate and discard the entire employee evaluation.

Section 1 - Competencies

Field or Control	Description
Add Competency	Click to add a new competency to the evaluation.
Manager Rating	Select a qualitative rating for this competency from the list of available options. The values appearing in the list come from the rating model associated with this competency on the Competency table. If you need guidance to decide which rating to select for the employee, click the Rating Description button to view the description of each rating.
Weight	Enter a weight here to assign different relative weights to competencies. Enter the weight as a percentage, for example enter 40 to indicate that this competency accounts for 40% of the summary rating across all competencies. If used, all weights must add up to 100.
Manager Comments	Enter comments in the rich text editor regarding the employee's proficiency level, in support of the rating you've assigned.
Delete Competency	Click the Delete Competency icon to remove an exiting competency.
Competencies Summary	Click the Calculate Rating button to have the system calculate the rating for the Competencies section, or select an override rating.

Section 2 - Employee Goals

Field or Control	Description
Add Goal	Click to add a new goal to the evaluation.
Delete Goal	Click to remove an existing goal.
Edit Details	Click to edit specific details of the employee goal.

Section 3 - Overall Summary

Use this section to enter the overall comment for the employee based on all the assessed areas. Similar to the Competencies section, you can click the Calculate Rating button to have the system calculate the rating for this section, or select an override rating.