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 Management tile to manage templates, documents, profiles, and business objectives.

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

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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 Management tile and most of its navigation collection entries.

• ePerformance HR Admin Fluid role to access Auto Transfer Document Status and Objectives, and then Review Manager Cascaded Items.

• Profile Administrator role to access Profiles.

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

Page/Tile Name	Definition Name	Usage
Performance Management 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 PeopleSoft Human Resources Manage Profiles: Non-person Profile Page	JPM_PROFILE1	Create and update non-person profiles.
Person Profiles PeopleSoft Human Resources Manage Profiles: Person Profile Page	JPM_PROFILE_PERS	Create and update person profiles.
Search and Compare Profiles PeopleSoft Human Resources Manage 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 PeopleSoft Human Resources Manage Profiles: 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.
Review Manager Cascaded Items Page	EPO_CASC_RUN_FL	Review a list of item cascading processes run by managers.
Configure Performance Notes Page	EP_NP_CONFIG_FL	Specify setup options for using performance notes by role.
Advance by Document Search Advance by Document Search - Select Documents Page	EP_APP_SEL_FL	Define criteria for selecting documents to advance.
Advance by Group/Department Advance by Group/Department Page	EP_RUN_ADV_DOC	Define selection criteria and the target status for advancing documents by group or department.
Review Advanced Documents Review Advanced Documents - List Page	EP_ADV_RES_LST_FL	View a list of completed document advancement process instances.

Performance Management Tile

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

Navigation:

• The Performance Management tile is available on the sample HCM landing page, Application Fundamentals: My Work - Human Resources Section.

• Select Talent Administrator from the list of home pages. The Performance Management 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.

This example illustrates the Performance Management tile.

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

This example illustrates the pages that are displayed on the Performance Management 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

• Performance Notes

• Advance Documents