Understanding Inquiry Pages

Managers, employees, and human resources (HR) administrators can access different inquiry pages that enable them to view data of interest to their role. This section discusses:

  • Manager and employee pages.

  • Administrator pages.

  • Pagelets.

Manager and Employee Pages

Managers and employees can view lists of their completed documents for both performance and development evaluations and can drill down to detail documents.

Additionally, managers can:

  • View the approval status of documents for their direct reports (View Approval Status page).

  • Access documents for their indirect reports in view-only mode (view-only documents under Manager Self Service).

  • Access the chart that summarizes the status of documents for their direct reports (View Status Summary page).

Administrator Pages

The following inquiry pages are designed specifically for HR administrators:

  • View Rating Summary page.

    Contains preliminary, actual, and desired rating distributions for a group of employees, defined by group ID, in the form of a bar chart. Administrators use this page to determine whether ratings are distributed in the expected manner, and to plan how to bring actual ratings in line with desired ratings.

  • Status Summary page.

    Contains a pie chart that summarizes the status of documents for a group of employees.

  • Debug/Trace Results page.

    Lists the detailed calculations that are associated with a particular document. An HR administrator can use this information to debug suspected problems with rating calculations.

    Note: Producing this page can have a significant impact on system performance.

Pagelets

ePerformance delivers these pagelets to provide managers quick access to information they need to monitor employee’s progress on performance and take necessary actions:

  • Employee Performance — view alerts that are generated for documents for which the manager is responsible.

    See Employee Performance Pagelet.

  • My Team’s Performance Status — review statuses of employees’ performance or development documents in the manager’s organization.

    This pagelet is available for selection on the Manager Dashboard and the PeopleSoft Home Page.

    See My Team’s Performance Status Pagelet

These pagelets are available if PeopleSoft Applications Portal is installed. To make them available for selection, for example, under the HCM Portal Pack section of the home page personalization:

  1. Navigate to PeopleTools > Portal > Structure and Content. Click the Portal Objects link on the Structure and Content page.

  2. Click the Homepage link on the Structure and Content page.

  3. Click the Tabs link on the Structure and Content page. Click the Edit link for the My Page row.

  4. Select the Tab Content page. In the HCM Portal Pack section, select the pagelet you want the system to display for users in the content personalization for home page.

Users can personalize (from the pagelet header) the options and parameters used to build these pagelets.