Accessing Performance Tasks as Administrators Using Fluid Navigation Collection

This topic lists the pages that ePerformance administrators can access from the navigation collection of the Performance Administration tile to manage templates, documents, profiles, and business objectives.

For general information about fluid pages in PeopleSoft HCM, see Understanding PeopleSoft Fluid User Interface Homepages and Using the Talent Administrator Homepage.

Video: Image Highlights, PeopleSoft HCM Update Image 17: Workforce Administrator and Talent Administrator Homepages

Video: PeopleSoft Fluid User Interface Experience in HCM

Delivered Administrator Roles

Users must be members of the:

ePerformance HR Admin role to access the Performance Administration tile and most of its navigation collection entries.
ePerformance HR Admin Fluid role to access Auto Transfer Document Status and Objectives > Review Manager Cascaded Items.
Profile Administrator role to access Profiles.

Page/Tile Name	Definition Name	Usage
Performance Administration Tile	HC_PERF_ADMIN_FL (cref for the tile)	Access administrator-specific pages to manage documents, profiles, and business objectives.
Create Performance Documents Create Development Documents Create Documents Page	RUNCTL_EPMGRDOC	Create documents.
Delete Performance Documents Delete Development Documents Delete Documents Page	EP_APPR_SELECT	Delete documents.
Reopen Performance Document Reopen Development Document Reopen Document Page	EP_APPR_SELECT	Reopen documents.
Transfer Performance Document Transfer Development Document Transfer Document Page	EP_APPR_SELECT	Transfer documents.
Cancel Performance Documents Cancel Development Documents Cancel Document Page	EP_APPR_SELECT	Cancel documents.
Template Definition Understanding Document Template Setup	EP_TMPL_DEFN1	Define document templates.
Auto Transfer Document Status Auto Transfer Document Status Page	EP_XFER_LOG_FL	View automatic transfer statuses of in-progress documents that were owned by terminated managers.
Non-person Profiles Non-person Profile Page	JPM_PROFILE1	Create and update non-person profiles.
Person Profiles Person Profile Page	JPM_PROFILE_PERS	Create and update person profiles.
Search and Compare Profiles Understanding Setting Up Search and Compare Profiles	JPM_SRCH_TRANSFER	Select the profile that you want to use as the source of criteria for the search.
Employee Profile Matching Matching Employee Profiles	CM_PROFILE_SUMM	Match employee profiles.
Manage Business Objectives Manage Business Objectives - Select Objective Plan Page	EPO_PLAN_SELECT	Select an objective plan for update.
Create Objectives Summary Data Create Objectives Summary Data Page	EPO_ALIGN_EXT	Extract data by objective plan that the system will use to generate the Employees Aligned to Business Objectives metric.

Use the Performance Administration tile (HC_PERF_ADMIN_FL) to access groups of pages to manage templates, documents, profiles, and business objectives.

Navigation:

Select Talent Administrator from the list of home pages. The Performance Administration tile is available on the Talent Administrator landing page.

As an administrator, you can add the tile, through personalization, to another system-delivered home page or a home page that you create.

Select the Performance Administration tile to access a collection of administrative transactions for ePerformance from one location.

Performance Administration application start page

This application start page is a navigation collection that lists the components and pages collected under these categories:

Performance Documents
Development Documents
Auto Transfer Document Status
Profiles
Objectives

Accessing Performance Tasks as Administrators Using Fluid Navigation Collection

Delivered Administrator Roles

Pages Used to Access Performance Tasks as Administrators Using Fluid Navigation Collection

Performance Administration Tile