Creating Document Templates

Average

Average

Yes

To determine item ratings, the user enters the item rating. If sub-items exist, the system calculates the item rating by taking the average of the sub-items.

To determine section ratings, for sections other than Overall Summary, the system checks if there are items that are rated. If there are no other rated items, the user enters the section ratings. If there are rated items, the system determines if any of the items are weighted.

If there are weighted items, the system calculates the rating as a weighted average of all of the item ratings in the section, taking individual item weights into account. Unrated items and items that are not weighted are ignored.

If there are no weighted items, the system calculates the simple average of all rated items. Unrated items are ignored.

To determine overall ratings, the system checks to see if there are other sections that are rated. If there are no other rated sections, the user enters the section rating.

If there are rated sections, the system determines if the sections are weighted. If there are weighted sections, the system calculates the rating as a weighted average of all of the section ratings in the document, taking individual section weights into account. Unrated items and items that are not weighted are ignored.

If there are no weighted sections, the system calculates the simple average of all rated items.

Summation

Average and Summation

You must define review points in addition to numeric ratings for these sections. The system converts section ratings to review points to determine the overall rating.

No

To determine section ratings, for sections other than the Overall Summary section, the system determines the rating and corresponding review points for each item in the section. Only items with review points are considered. It sums the points to determine the total points for the section.

To determine overall ratings, the system determines the calculation method for the other sections.

If the section rating is calculated using the average method, the system converts the section rating to the appropriate number of review points entered for that section, using the rating model associated with the section.

If the section rating is calculated using the summation method, the total review points for the section are used as the section points. The points from each section are summed and converted to a document rating using the from and to point range on the rating model that is used for the Overall Summary section.

Review Band

Average and Summation

You must define review points in addition to numeric ratings for these sections. The system converts section ratings to review points to determine the overall rating.

No

The review band is only available for the Overall Summary section. To use this method, the rating model that is associated with the Overall Summary section must include a performance document band and define review points as well as point ranges (from points and to points). The system uses the points in its calculations and:

1. Calculates the overall points by following the same steps as the summation method.

2. Converts the overall points into the appropriate review band according to the rules you define on the Rating Model page.

Define Criteria

Select to enable the Define Criteria step, which allows users to add goals and other content to the performance review.

When you select this check box, the system displays:

• The Define Criteria Step group box on the Process page.

• The Include in Define Criteria option on the Structure page.

• The Define Criteria Step - Role Rules grid on the Structure page, if the Include in Define Criteria option is enabled.

• The Define Criteria step for performance documents that are created from this template.

Track Progress

Select to enable the Track Progress step, where mid-period checkpoints can be created and criteria finalized.

When you select this check box, the system displays:

• The Track Progress Steps group box on the Process page.

• The Include in Track Progress option on the Structure page.

• The Track Progress Step - Role Rules grid on the Structure page, if the Include in Track Progress option is enabled.

• One or more Checkpoint <#> steps and the Finalize Criteria step for performance documents that are created from this template.

Nominate Participants

Select to enable the 360 degree feedback functionality where users can add and track participant nominations, provide peer reviews, and view participant feedback.

When you select this check box, the system displays the Nominate Participants and Review Participant Feedback group boxes on the Process page.

Due Date Method

Select the method used to calculate document due dates. Values are:

Performance Calendar: Use the performance calendar defined in the system to determine the due dates when a document is created. Before selecting this option, make sure that a performance calendar already exists.

Template Setup: Use the Document Due Days and Period Type fields specified by role in the Evaluations section to determine the due dates when a document is created.

Calender ID and Calendar Period ID

Enter the ID of a calendar and calendar period, if Performance Calendar is selected as the due date calculation method.

When the calendar period ID is specified, the system populates potential due dates in the Calendar Period Due Date field in the Evaluations grid on this page, as well as the due dates that are displayed on the Process page.

Minimum Character Count

Specify the minimum number of characters users must provide when they enter required review comments in documents. The system checks the character count on a document when:

• The employee selects the action button to complete an evaluation. Or

• The manager selects the action button to share, complete an evaluation, or submit it for approval.

This value is required if at least one Comments Required option is selected for a role for the Evaluation step on the Template Definition - Structure Page.

Role

Select one or more roles that can participate in evaluations that are generated using this document template.

The manager and employee roles always appear in this list. You can add additional roles that you defined on the Roles page. To support peer reviews in evaluations, add a role (other than Manager or Employee) for which you can nominate participants and set up evaluation rules.

Evaluation

Select this check box to have the system create an evaluation for the role. For example, if this option is enabled for the employee, a self evaluation becomes available for the employee to provide evaluation feedback. The check box for the manager role is always selected and cannot be altered, because the system uses the manager evaluation as the central repository in which all the inputs and comments inserted for a review are captured and tracked. In other words, manager evaluation is required for all reviews.

Allow Document Download

Select to provide users of the corresponding role the ability to download documents locally and edit them offline.

When a document is created from this document template, an icon becomes available on the document for users to view and download the document in rich text format (RTF).

Calendar Period Due Date

Displays the evaluation due dates by role that are calculated using the calendar information entered in the Document Due Date Method group box.

This field appears if the Performance Calendar is selected in the Due Date Method field.

Document Due Days

Enter the number of days that the document is due before or after the period end date. This field appears if the Template Setup is selected in the Due Date Method field.

Documents always pertain to a specific period of time, defined by the period begin and period end dates. These dates are established when the document is created.

The document due date appears on the Employee Performance pagelet that managers can use to monitor pending performance documents (if you have PeopleSoft Applications Portal).

The due date is also used to generate the Late Reviews (EP_LATE_APPR) report and to run the Create Summary Data (EP_RPT_SNAP) process.

To change the due date, the manager or the administrator must go into the employee evaluation and select the change due date button at the bottom of the evaluation. The evaluation must be In Progress to change the due date. Also managers can not change the due dates on their own documents. Only the administrator can do this.

Period Type

Select one of these values to indicate the period in which the number of days you entered should apply:

• Before Period End Date

• After Period End Date

This field appears if the Template Setup is selected in the Due Date Method field.

Empl ID (employee ID)

Select this check box to display the employe's ID in the document header.

Step

Select this check box to display the employee's step ID and description in the document header. You can locate the value for this field on the Salary Plan page.

Grade

Select this check box to display the employee's grade ID and description in the document header. You can locate the value for this field on the Salary Plan page.

Dept ID (department ID)

Select this check box to display the employee's department number and description in the document header. You can locate the value for this field on the Work Location page in Job Data component.

Work Loc (work location)

Select this check box to display the employee's location ID and name in the document header. You can locate the value for this field on the Work Location page in Job Data component.

Yrs of Service (years of service)

Select this check box to display the Years of Service field in the document header, showing the employee’s years of service in the company. When calculating years of service for this page, the system uses the current system date or the period end date.

Yrs in Job (years in job)

Select this check box to display the Years of Job field in the document header, showing the employee's years in the job. When calculating this value, the system uses the current system date or the period end date.

Rating History

Select this check box to display a link in the document header that takes the user to the Rating History page.

The Rating History page displays all of the past overall ratings of the employee for the document type on the template.

Updated By

Select the user roles who can update criteria in documents created from this template.

Approved By

Select the user roles who can complete the Define Criteria step in documents created from this template.

Approval Due in Days

Enter the number of days After Period End Date or Before Period End Date to be the approval due date.

This field appears if Template Setup is selected as the due date method.

Approval Due Date

Displays the calculated approval due date. This field appears if Performance Calendar is selected as the due date method.

Allow Attachments

Select to allow the manager, employee, or both to add attachments to documents in the Define Criteria step.

The system automatically selects:

• The Allow Manager Attachments option in the Manager Evaluation section if the manager is allowed to add attachments in this step.

• The Allow Employee Attachments option in the Self Evaluation section if the employee is allowed add attachments in this step.

Updated By

Select the user roles who can update the criteria in the Checkpoint <#> steps in documents.

No. of Checkpoints (number of checkpoints)

Enter the number (0 to 11) of checkpoints scheduled in documents.

This field is available for entry only when the due date method is set to Template Setup on the Template Definition - General page. If the due date method is set to Performance Calendar, this field displays the number of checkpoints based on their due dates that are defined in the calendar.

Allow Attachments

Select to allow the manager, employee, or both to add attachments to documents for the Checkpoint step.

The system automatically selects:

• The Allow Manager Attachments option in the Manager Evaluation section if the manager is allowed to add attachments in this step.

• The Allow Employee Attachments option in the Self Evaluation section if the employee is allowed add attachments in this step.

Checkpoint Due in Days and Checkpoint Period Basis

Enter the number of days After Period End Date or Before Period End Date to be the checkpoint due date.

These fields appear if Template Setup is selected as the due date method.

Checkpoint Due Date

Displays the calculated checkpoint due date.

This field appears if Performance Calendar is selected as the due date method.

Completed By

Select the user roles who can complete the Finalize Criteria step in documents so the evaluation steps can begin.

Copy Ratings to Evaluation

Select for the system to copy the latest ratings from the Finalize Criteria step to the employee and manager evaluations. Only ratings entered by the employee will be copied to the employee's self evaluation and only ratings entered by the manager will be copied to the manager evaluation.

Copy Comments to Evaluation

Select for the system to copy the latest comments from the Finalize Criteria step to the employee and manager evaluations. Only comments entered by the employee will be copied to the employee's self evaluation and only comments entered by the manager will be copied to the manager evaluation.

Final Due in Days

Enter the number of days After Period End Date or Before Period End Date to be the criteria completion due date.

These fields appear if Template Setup is selected as the due date method.

Final Due Date

Displays the calculated criteria completion due date.

This field appears if Performance Calendar is selected as the due date method.

Allow Attachments

Select to allow the manager, employee, or both to add attachments to documents for the Finalize Criteria step.

The system automatically selects:

• The Allow Manager Attachments option in the Manager Evaluation section if the manager is allowed to add attachments in this step.

• The Allow Employee Attachments option in the Self Evaluation section if the employee is allowed add attachments in this step.

Added By

Select the user roles who can add the name of people to participate in the review.

Submitted By

Select the user roles who can submit the names of nominees to participate in the review.

Allow both Manager and Employee to submit

Select this check box to allow both the manager and employee to submit participant nominations for the review. If selected, the system ignores the Submitted By field. It sets Manager as the default value if the field is blank.

If this check box is cleared, the system uses the Submitted By field value to determine the role that can submit nominations.

Tracked By

Select the user roles who can track the nomination process.

Nominations in days

Enter the number of days After Period End Date or Before Period End Date to be the due date for nominating review participants.

Calendar Due Date

Displays the calculated nomination due date.

This field appears if Performance Calendar is selected as the due date method.

Allow participant feedback at anytime

Select to allow participants to start their evaluations of the employee anytime after documents are started.

When this option is selected, authorized users can add, submit, and track nominations throughout the evaluation cycle - starting from the Define Criteria step (if enabled) until the substep to update manager evaluation is completed. Participants are able to accept and start their evaluations during the same period of time as well.

If this option is not selected, authorized users can add nominations as soon as the first step is in progress but they can submit nominations only after the step to update manager evaluation has started (when the document status is changed to Evaluation in Progress).

Employee can view before submit

Select to allow employees to view the nominees that were added by the manager before the nominees are submitted. This field appears if the employee role is included in the Added By field.

Employee can delete before submit

Select to allow employees to delete the nominees that were added by the manager before the nominees are submitted. This field appears if the employee role is included in the Added By field.

Minimum Required and Maximum Required

Specify the minimum and maximum nominations allowed for the corresponding non-manager or non-employee role that is added to the Evaluations section on the General page.

(Fluid ePerformance only) If the Allow participant feedback at anytime option is selected, the Minimum Required field becomes uneditable.

Anonymity for Employee and Anonymity for Manager

Select if you want participants of the corresponding role to remain anonymous to the employee, the manager, or both, after nomination submission.

When selected, the system displays participant names in this format on the page when you select the Track Nominations link: <role name><sequence #>, for example, Peer1 and Peer2.

Track Evaluations

Select the user roles who can see the names of people who are participating in the review using the Track Nominations link of the Nominate Participants step.

View Evaluations

Select the user roles who can drill down to view participants’ evaluations using the View link of the Review Participant Evaluations step.

If you specify user roles in this field, you should do so in the Track Evaluations field as well.

Anonymity for Employee and Anonymity for Manager

Select to hide the names of participants of the corresponding role from the employee, manager or both. The system masks the participant’s name using this format: <role name><sequence #>.

For example, if you select the Anonymity for Employee field to hide the names of all participants of the Peer role from the employee, the system displays participants’ names as Peer1, Peer2 and so on when the employee reviews participants’ evaluations using the View link of the Review Participant Evaluations step, if enabled.

Similarly, if the Anonymity for Manager option is enabled for the Peer role, the system displays participants’ names the same way when the manager views participants’ evaluations using View link of the Review Participant Evaluations step, or reviews participants’ feedback at the section level, item level, and sub-item level that appears in the manager document.

Display Names in Mgr Doc (display names in manager document)

Select this check box to have the participants’ names and job titles appear in the Other Participants collapsible section below the header area of the manager document. The system enables this check box only when the Anonymity for Manager check box is deselected for the role. If the role is anonymous to the manager, then the system does not display the names on the manager document.

Review Process

Select the sequence by which the review is completed.

This field identifies the process for reviewing a document with the employee, and when this review takes place relative to a formal approval of the document. It also controls when actions such as Submit for Approval, Complete, Share with Employee, and Request Acknowledgement are available to the manager.

Options are:

• Apvl After Review-3 Steps (approval after review-3 steps).

• Apvl After Review-4 Steps (approval after review-4 steps): Select if the document approval occurs after the manager reviews the completed document with the employee.

• Apvl Before Review-3 Steps (approval before review-3 steps).

• Apvl Before Review-5 Steps (approval before review-5 steps): Select if the approval must occur before the manager reviews the completed document with the employee.

• Apvl No Review (approval no review): Select if an approval process is required, but the manager does not need to review the document with the employee.

• No Apvl No Review (no approval no review): Select if neither an approval process or a review of the completed document is required.

• No Apvl with Review-2 Steps (no approval with review-2 steps).

• No Apvl with Review-4 Steps (no approval with review-4 steps): Select if the manager reviews the completed document with the employee, but no approval process applies.

See Understanding Review and Approval Processes.

Definition ID

Select the approval definition that determines the chain of approvals a document must go through when the manager clicks the Submit button on the performance document.

The default value selected on the Document Type page appears here, but you can change it. This field applies only if the selected review process includes approval.

Valid options are:

• ManagerOnly

  This is a one-step approval process that routes the transaction to an approving manager.

• ManagerToAdmin

  This is a two-step approval process that routes the transaction to an approving manager and then to the ePerformance HR Administrator.

• AdminOnly

  This is a one-step approval process that routes the transaction to the ePerformance HR Administrator.

View Average Rating

If you want to view a graphical representation of the ratings on the document for the manager or employee, select one or both check boxes.

Cancel Outstanding Evaluations

Select this check box for the system to automatically cancel the employee's self-evaluation that is not completed as well as the nominations that are not accepted when the manager evaluation moves past the Evaluation in Progress status.

Allow Manager Attachments

This check box enables you to turn on the attachment capability for manager documents. When you select this check box, the system:

• (Fluid ePerformance) Adds the Attachments action to the More Actions menu.

• (Classic ePerformance) Adds a new section to the bottom of the manager document,

This allows the manager to attach documents and specify user access when the evaluation is in the Evaluation in Progress status.

This check box is selected automatically, if the manager is allowed to add attachments in the Define Criteria, Checkpoint, or Finalize Criteria step.

Allow to View Recognitions

Select this check box for managers to be able to view employees' recognition posts on performance documents in the Evaluation in Progress status.

This check box appears if the Enable Recognition option is selected on the HCM Options Page.

See Understanding Recognition.

Allow Employee Attachments

This check box enables you to turn on the attachment capability for employee self-evaluations. When you select this check box, the system:

• (Fluid ePerformance) Adds the Attachments action to the More Actions menu.

• (Classic ePerformance) Adds a new section to the bottom of the self-evaluation.

This allows the employee to attach documents and specify user access when the evaluation is in the Evaluation in Progress status.

This check box is selected automatically, if the employee is allowed to add attachments in the Define Criteria, Checkpoint, or Finalize Criteria step.

Allow to View Recognitions

Select this check box for employees to be able to view their own recognition posts on performance documents in the Evaluation in Progress status.

This check box appears if the Enable Recognition option is selected on the HCM Options Page.

See Understanding Recognition.

Rounding Rule

Specify how the system should round calculated ratings whenever the system uses the Average calculation method. Values are

Round Down

Round Up

Standard Rounding

With standard rounding, the system rounds up on 5 and rounds down on 4. For example, 2.5 rounds to 3, while 2.4 rounds down to 2. This works in combination with the number of decimal places the system rounds to. For one decimal place, 2.45 rounds to 2.5, while 2.44 rounds to 2.4.

Decimal Places

If you select a rounding rule, enter the number of decimal places for rounding. No more than two decimal places are allowed.

Calculate Ratings

Select this check box if you want the system to automatically perform all roll-up calculations to calculate ratings for items (if sub-items exist), section summaries, and overall summaries. This feature is selected by default. When selected, the Calculate All Ratings option becomes available in the document, and the Calculate Rating button appears next to ratings fields where system calculation is available in the final evaluation. To have evaluators manually enter all ratings, deselect this check box.

Map Method

If the Calculate Ratings check box is selected, select how the system should map numeric ratings to qualitative ratings when there is no exact match after the rounding rule is applied. For example, the calculated rating 2.7 falls between numeric ratings defined on the Rating Model Table page as 1, 2, 3, and 4; the mapping method defines the numeric rating to map to the value 2.7. Available values are:

Nearest Rating

Next Highest Rating

Next Lowest Rating

For example, assume the rating model has the following entries:

A = Superior (numeric rating = 1)

B = Good (numeric rating = 2)

C = Average (numeric rating = 3)

D = Needs improvement (numeric rating = 4)

If the system calculates a rating of 2.7 (between Good and Average, but closer to Average), the mapping method tells the system which entry to pick:

• Next Highest Rating yields the next numerically highest rating—in this case 3, or Average.

• Next Lowest Rating yields the next numerically lowest rating—in this case 2, or Good.

• Nearest Rating yields the numerically closest rating—in this case 3, or Average.

• If the calculated rating falls exactly halfway between two ratings in the rating model, the system assigns the numerically higher of the two ratings.

(JPN) Review ID

To enable the (JPN) Salary Planning process by review ID, select the ID. You define IDs on the Define Review JPN page. You can only select documents defined for the selected document type.

(JPN) Include in Grade Advance (applicable for grade advance)

Select this check box if the selected review ID is eligible for the Grade Advance feature of the Plan Salaries business process. It is selected automatically if theInclude in Grade Advance check box is selected on the Define Review JPN page.

Add Items

Select this check box to enable the role to add items to this section during this step. If the role can add items, they can also update and delete items that they add.

See Add <section item> Page.

Update Items

Select this check box to enable the role to update items in this section during this step that were added by a source other than themselves; for example, the manager, the profile, or the template. In addition, if the item was cascaded down to the document, they can also update it.

Delete Items

Select this check box to enable the role to delete items during this step that were added by a source other than themselves; for example, the manager, the profile, or the template. In addition, if the item was cascaded down to the document, they can also delete it.

Copy Objective Items

Select this check box to enable the role to copy business objective items into documents. This option is editable if the section's special processing is Business Objectives, and available only to the Manager and Employee roles.

See Copy from Business Objectives Page.

Copy Manager's Items

Select this check box to enable the role to copy items into documents from the ones that were created for the manager listed, with matching document usage (performance or development), document type, section, content type and evaluation period. This option is available only to these two roles:

Manager: the user of this role can copy items from documents where he or she is the person to be evaluated.

Employee: the user of this role can copy items from documents where his or her manager is the person to be evaluated.

See Copy from Manager Document Page.

Copy from Another Document

Select this check box to enable the role to copy items into documents from the ones that he or she owns, with matching document usage, document type, section, and content type. This option is available only to these two roles:

Manager: the user of this role can copy items from any documents that he or she owns as a manager, regardless of document status.

Employee: the user of this role can copy items from any of his or her previous documents.

See Select a Document Page and Copy <section item> from My Documents or Copy <section item> from My Team’s Documents Page.

Participant Feedback

Select this check box to enable managers to view completed participant (for example, users of Peer or Other roles) feedback directly on manager documents without any page transfer.

This option is applicable to the Manager role only. It becomes available for editing if the Allow participant feedback at anytime option is enabled in the Nominate Participants section on the Template Definition - Process Page.

Rate Section

Select to enable the role to assign a section rating. This field is available if the Rate option in the Section region is selected for the section.

This option is Fluid ePerformance only.

Rate Item

Select to enable the role to assign an item rating. This field is available if the Rate option in the Items region is selected for the section.

This option is Fluid ePerformance only.

Rate Sub-Item

Select to enable the role to assign a sub-item rating. This field is available if the Rate option in the Items region is selected for the section.

This option is Fluid ePerformance only.

Item Comments

Select to display the text field at the item level for role users to enter comments during the Track Progress step. The employee and manager can share comments as needed.

Select to enable at least one Item Comments or Section Comments option in any section for the manager role.

Section Comments

Select to display the text field at the section level for role users to enter comments during the Track Progress step. The employee and manager can share comments as needed.

Select to enable at least one Item Comments or Section Comments option in any section for the manager role.

Role

Select the role for which you are defining rules.

Rate Section

Select this check box to enable the role to assign a section rating. This field is available if the Rate option in the Section region is selected for the section.

Rate Item

Select this check box to enable the role to rate items in this section.

This field is enabled if the Rate option in the Items region is selected for the section.

Rate Sub-Item

Select this check box to enable the role to rate sub-items in this section.

This field is enabled if Rate is selected in the Items page region for the section.

Rating Required

This option is selected and not editable for the manager role.

This option is Fluid ePerformance only.

Override Rating

Select this check box to have the Override Rating button appear next to the Calculate button on the evaluation. The role can click this button to modify the calculated rating.

This option is enabled when the Calculate Ratings check box is selected on the Template Definition - Process page.

Employee Rating

Select this check box to display the employee’s rating (from the completed self-evaluation) in the manager document for this section.

Numeric Rating

Select this check box to have the evaluation display both the rating and the numeric equivalent or points of the rating that you define on the Rating Model Definition page.

This option is enabled if Rate option in the Section region is selected for the section.

Weight Section

Select this check box to enable the role to assign a section weighting.

This option is enabled if Weight option in the Section region is selected for the section.

The Weight option is available for editing if the Rate option is enabled at the section level.

Weight Item

Select this check box to enable the role to weight items in this section.

This option is enabled if Weight option in the Items region is selected for the section.

The Weight option is available for editing if the Rate option is enabled at the item level.

Comments

Select this check box to have the section contain an area for users to add a free-form description of the employee's performance on the section. If you do not select this check box for a role, the other selections for the role are not available.

Employee Comments

Select this check box to display the employee’s comments (from the completed self evaluation) in the manager document for this section.

This option is available to the Manager role only; it becomes editable if the Comments option is selected for the Employee role.

Comments Required

This option is Fluid ePerformance only.

Participant Feedback

Select this check box to enable managers to view completed participant (for example, users of Peer or Other roles) feedback directly on manager documents without any page transfer. Participant feedback, if available, can be displayed at the section, item and sub-item levels based on template setup.

This option is available to the Manager role row only. If enabled, managers can view participant feedback when they edit or view manager documents; similarly, administrators and indirect managers can view participant feedback when they view manager documents.

Video: Consolidated Participant Feedback Display in Manager Evaluations

Results Writer

Select an option to have text suggestions from the Results Writer tool appear on the Suggested Results page when the user clicks the Writing Tools link on an evaluation.

Results Writer suggestions are predefined statements that describe the employee's proficiency level for the associated item. The Results Writer tool is designed for competency and sub-competency sections of an evaluation.

This field is enabled only if the Comments check box is selected for the role

The available options are:

• Competency

  Select to list the Results Writer statements that are associated with competencies. You associate statements with competencies on the Define Results Writer - Competency Page.

• Sub-Competency

  Select to list the Results Writer statements that are associated with sub-competencies. You associate statements with sub-competencies on the Define Results Writer - Sub-Competencies Page.

• Not Used

  Select if you do not want Results Writer suggestions to appear on the Suggested Results page.

Development Tips

Select an option to have text suggestions from the Development Tips tool appear on the Suggested Results page when the user clicks the Writing Tools link on an evaluation.

Development tips are predefined statements that suggest how employees can improve proficiency at the associated item and are designed primarily for competency and sub-competency sections of a evaluation. However, you can enable this feature for other sections of an evaluation as well.

This field is enabled only if the Comments check box is selected for the role

The available options are:

• Competency

  Select to list development tips that are associated with competencies. You associate development tips with competencies on the Link Development Tips - Competency Page.

• Sub-Competency

  Select to list development tips that are associated with sub-competencies. You associate development tips with competencies on the Link Development Tips - Sub-Competencies Page.

• Not Used

  Select if you do not want development tips to appear on the Suggested Results page.

Other Evaluator Comments

Select this check box to have comments that were entered by other evaluators appear on the Suggested Results page for the role. Only comments from completed evaluations that were entered for the same summary section appear on the list.

This field is enabled only if the Comments check box is selected and the role is manager.

Notes

Select this check box to have performance notes that the employee or manager entered during the Define Criteria or Track Progress step appear on the Suggested Results page. Only notes that were entered for the same item by the same person appear on the list. In other words, the manager cannot see notes that were entered by the employee. The writing tool of the section summary displays all notes that you entered for items belonging to that section. The writing tool of an item only shows notes that you entered for that item.

The Performance Notes icon appears in all items of this section when the Notes check box is selected.

This field is enabled only if the Comments check box is selected for the role.

Comments

Select this check box to have items in the section contain an area for users to add a free-form description of the employee's performance on the item. If this check box is selected, the Results Writer, Development Tips, Other Evaluator Comments, and Notes check boxes are enabled for the role. The use of these fields is analogous to the same fields under the Section tab.

Employee Comments

Select this check box to display the employee’s comments (from the completed self evaluation) in the manager document for each section item.

Comments Required

This options is Fluid ePerformance only.

Results Writer

Same as Section tab.

Development Tips

Same as Section tab.

Other Evaluator Comments

Same as Section tab.

Notes

Same as Section tab.

Add

Select this check box to enable the role to add items to this section. If the role can add items, they can also update and delete items that they add.

Update

Select this check box to enable the role to update items in this section on the documents that are generated for the role that were added by a source other than themselves; for example, the manager, the profile, or the template. In addition, if the item was cascaded down to the document, they can also update it.

Delete

Select this check box to enable the role to delete items in this section on the documents that are generated for the role that were added by a source other than themselves (for example, manager, profile, template or cascaded).

Copy Objective Items

Select this check box to enable the role to copy business objective items into the documents that are generated for the role.

This option is available only to the Manager and Employee roles.

Copy Manager's Items

Select this check box to enable the role to copy items from the manager's documents into the documents that are generated for the role.

This option is available only to the Manager and Employee roles.

Manager: if you add items to an employee's document as a manager, the Copy <item> from my Document option becomes available. Use this option to copy items from your own evaluations that match the criteria of the employee's document.

Employee: if you add items to your own document as an employee, the Copy <item> from Manager Document option becomes available. Use this option to copy items from your manager's evaluation documents that match the criteria of your own document.

Copy from Another Document

Select this check box to enable the role to copy items from another document that he or she owns. This option is available only to these two roles:

Manager: if you add items to an employee's document as a manager, the Copy <item> from My Team's Documents option becomes available. Use this option to copy items from your team members' documents in which you are listed as the manager.

Employee: if you add items to your own document as an employee, the Copy <item> from My Documents option becomes available. Use this option to copy items from other evaluation documents of yours.

Update Person Profile

Select this check box if you want the system to update the employee's profile in the Manage Profiles business process with this document.

This field is enabled if all these conditions are met:

• The selected special processing in the Section section is either Business Objectives or None.

• The Rate option is selected in the Items section, and a content type is specified in the Content Type field of the same section.

  In order for the Rate option in the Items section to be editable, the Rate option in the Section section must already be enabled.

• The Rate Item option in the Final Evaluation Step - Role Rules: Rate/Weight section is selected.

Person Profile Type

Select the profile type. These profile types are defined in the Manage Profiles business process with an Identity Option equal to Person.

This field is available if the Update Person Profile check box is selected.

Instance Qualifier

Select an instance qualifier that distinguishes this evaluation from other evaluations in the Manage Profiles business process. ePerformance delivers instance qualifiers that allow the evaluations coming from ePerformance to be identified as Manager, Nominee, or Self.

Item ID

Select an item from the Content Item Detail (JPM_CAT_ITEM) table.

You can only select content items that are linked to the content type entered in the Content Type field on the Template Definition - Structure page.

This field does not apply to free-form items.

Title

Enter the title for a free-form item.

You can only enter titles for free-form items. Otherwise, the system displays the text that was entered in the Description field on the Content Items - Items Details page.

Description

Enter the description for a free-form item that you are adding.

You can only enter descriptions for free-form items. Otherwise, the system displays the text that was entered in the ePerformance Description field on the Content Items - Items Details page.

This field is enabled only if you selected the Description check box in the Items group box on the Template Definition - Structure page.

Measurement and Employee Measurement

Enter text that clearly and objectively describes the standard by which this item is measured. This text appears on the performance or development document.

The system displays these fields if the Measures check box is selected on the Template Definition - Structure page.

Level of Difficulty

Select either Advanced, Basic, or Intermediate. Since the values come from the Content Catalog, it follows the same rules as other evaluation criteria fields such as Description and Measurements. To edit the field, select the Edit icon on the document. Clicking the icon transfers you to the Edit Item page where you can update the criteria.

The system displays this field if the Level of Difficulty check box is selected on the Template Definition - Structure page.

Rating Model

Select the rating model for this item.

If you selected the Use Section Rating Model check box in the Items group box on the Template Definition - Structure page, the system display the rating model you entered in Rating Model field in the Section group box on the Template Definition - Structure page.

The system displays this field if the Rate check box is selected on the Template Definition - Structure page.

Target Rating

Select the rating at which the employee should be performing for this section item.

The system displays this field if the Target Rating check box is selected on the Template Definition - Structure page.

Weight

Enter the percentage amount that this section contributes to the overall weight.

The system displays this field if the Weight check box is selected on the Template Definition - Structure page.

Minimum Weight

Enter the minimum percentage amount that you want this item to contribute to overall weight.

The system displays this field if the Minimum Weight check box is selected on the Template Definition - Structure page.

Supports

Select one of the section items associated with the linked section.

The system displays this field if you selected the Support check box and selected a section in the Link field on the Template Definition - Structure page.

Due Date

This field can be used to track the progress of an item and whether it was completed on time.

The system displays this field if the Due Date check box is selected on the Template Definition - Structure page.

Reminder Date

This date is used only for informational purposes.

The system displays this field if the Reminder Date check box is selected on the Template Definition - Structure page.

Owned By

Select whether the Employee or Manager is responsible for the completion of this item.

The system displays this field if the Ownership check box is selected on the Template Definition - Structure page.

Mandatory

Select this check box to prevent anyone from editing or deleting this item on the document.

The system displays this field if the Mandatory check box is selected on the Template Definition - Structure page.

Critical

Select this check box to have the word Critical appear in the detail area of the item on the document.

The system displays this field if the Critical check box is selected on the Template Definition - Structure page.

Sub-Item ID

To include a sub-item from the prompt table (typically, a sub-competency) in this section of the document, select the sub-item ID. You can select from the items that belong to the sub-items table that is identified in the Prompt Table field on the Template Definition - Structure page.

This field does not apply to free-form items.

Title

Displays the title of the selected sub-item. If you're adding a free-form sub-item, enter the title here.

Description

Displays the description of the sub-item. The system displays this field if you selected Descriptions in the Sub-items group box on the Structure page.