(Classic) Viewing Historical Documents

This topic discusses how to access historical documents in Classic Plus mode.

Note:

A fluid version of ePerformance is now available to support employee performance reviews. For more information, see Understanding Fluid ePerformance.

Pages Used to View Historical Documents

Page Name	Definition Name	Usage
<Performance or Development> Document History Page	EP_APPR_SELECT	Access completed documents for employees that you manage or for yourself.
My Historical Evaluations for Others Page	EP_APPR_OTH_SELECT	Access completed documents for multi-participant evaluations in which you participated. See <Performance or Development> Document History Page

<Performance or Development> Document History Page

Use the <Performance or Development> Document History page (EP_APPR_SELECT) or My Historical Evaluations for Others page (EP_APPR_OTH_SELECT) to access completed documents for employees that you manage, for yourself, or for multi-participant evaluations in which you participated.

Navigation:

• Manager Self Service, and then Performance Management, and then Performance Documents, and then Historical Performance Docs, and then Performance Document History

• Manager Self Service, and then Performance Management, and then Development Documents, and then Historical Development Docs, and then Development Document History

• Self Service, and then Performance Management, and then My Performance Documents, and then Historical Performance Docs, and then Performance Document History

• Self Service, and then Performance Management, and then My Development Documents, and then Historical Development Docs, and then Development Document History

• Self Service, and then Performance Management, and then Other's Performance Documents, and then Performance History for Others, and then My Historical Evaluations for Others

• Self Service, and then Performance Management, and then Other's Development Documents, and then Development History for Others, and then My Historical Evaluations for Others

Note:

These pages are all similar in appearance and usage; only the Performance Document History page is detailed here.

This example illustrates the fields and controls on the <Performance or Development> Document History page.

The <Performance or Development> Document History page and My Historical Evaluations for Others page look and function similarly.

Filter Criteria

Enter search criteria to limit which documents appear in the list.

Note:

This page region appears only if you access the page from Manager Self-Service.

Field or Control	Description
First Name and Last Name	Enter the first and last names of the employee whose documents you want to access.
Document Type and Document Status	Select the document type and status of documents you want to view.
Period Between	Enter a date range for which you want to view documents.

<Performance or Development> Documents

Completed documents that meet the selection criteria appear in this list. The information that appears—Name, Document Type, Document Status, Period Begin, Period End, Job Title, and Rating—assists you to identify the specific document you want to view. You can click the link to open the document for viewing.