Prerequisites for Generating Documents
Before generating documents, you must:
Define templates.
Identify the template source on the Document Type page.
(Optional) Define group IDs.
To generate documents for a group of employees, HR administrators or managers can choose to specify the ID of the group that contains the employees they want to process.
Note: The approval process within ePerformance does not support group ID. Group ID cannot be used as an approval method because the system does not store group ID on the document. Therefore, the system does not have a way to determine which group ID to use when a user is approving a document.
Connect employees to managers in PeopleSoft HR.
(Optional) Update the profile function in the Final Evaluation Step - Role Rules grid on the Template Definition - Structure page.
This page has a Profile Management tab. For each role, it has an Update Person Profile check box. If you select this check box, the system enables the Person Profile Type and Instance Qualifier fields. Select the appropriate field values for the role and then click Save. If the Event Manager is implemented, the system sends the evaluation document data to the Job Profile Management (JPM) person profile when the manager completes the document. The system sends other role document data to the person profile only when other role document information has been added and the manager has completed the document.
Set up notifications on the ePerformance Installation page.
(Optional) Assign document default values.
The system populates document default values on the pages where documents are created so users don’t have to type in the document type and date range. Default values can be overridden as needed.
See Creating Document Templates.