Author :Shubha Rohit

Kovaion -Peoplesoft Consulting Practice

Email : shubha.rohit@kovaion.com

Peoplesoft HCM 9.2 –ePerformance

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ePerformance Overview

ePerformance module is a evaluation management application. Its used basically used for assessment of employees in the organization.

The roles involved would be Employee, Manager, HR Administrator.

ePerformance supports the entire planning and evaluation process, from planning and aligning employee performance or development goals with enterprise objectives, through assessing and rewarding employee performance results within the right behaviors.

Whats New in 9.2?

• Integration with Activity Guides

• Ability to add related Actions

• Integration with Outlook

• ePerformance Workcenter

• Track Checkpoints

• Tab Display for simplified Navigation

Process Flow

Step1: Create Performance documents

Step6: Employee acknowledges

Step5: Manager sends a request

acknowledgement for employee

Step7: Manager submits the document for

approval

Step2: Establishment of Performance

Criteria

Step3: Self-Evaluation by Employee

Step4: Manager Evaluates and shares the

document with employee

Step8: Managers Manager and/or HR

admin approves

Employee/Mana

ger/ HR Admin

Manager

Employee

Manager

Manager

Employee

Manager

Managers

Manager/HR

Admin

Role Process

This flow is shown by disabling the track progress and nominate participant options. If track progress is enabled it allows the employee and manager to have review discussion at multiple point of times. If the nominate participants is enabled then additional steps of nominating the participants, tracking the nominations, review of the participants will be available. The process explained here is as per the process flow chart

Transaction Process

Create Performance Document:

Manager creates a performance document for the direct/indirect reporters.

A Manager can select the employee for whom the performance document to be created from the direct reports page and inputs Period Begin Date End Date, and template ID to create the performance document.

Main Menu -> Manager Self Service -> Performance Management -> Performance Documents -> Create Documents

Transaction Process

Create Performance Document:

ePerformance administrator creates a performance document for a single employee or a group of Employees.

Administrator inputs the Period Begin Date, End date, Document Type, Template ID, and selects the group ID for which the performance document needs to be created and runs the process EP_MGRDOC to create performance documents.

Main Menu -> Workforce Development -> Performance Management -> Performance Documents -> Create Documents

Transaction Process

Establish Criteria:

Manager sets the goals needs to be achieved by the employee in this step. Manager adds the goals for each section, sets the weightages, and once approves the performance document with goals will be available for the employee.

Main Menu -> Manager Self Service -> Performance Management -> Performance Documents -> Current Documents

Transaction Process

Self Evaluation:

When the Manager sets the goals and approves, the employee can see the performance documents check the goals and start self evaluation. Employee

Enters the rating for each goal and comments each of them, by clicking on complete the self evaluation step will be complete and it will be available for Manager to view.

Main Menu -> Self Service-> Performance Management -> Performance Documents -> Current Documents

Manager Evaluation

Once Employee completes the self evaluation, manager can start evaluating the employee. Manager enters the employee rating for each goal can enter comments, also refer the comments entered by employee for each of them when he clicks on the share with Employee, the rating will be available for the Employee.

Main Menu -> Manager Self Service -> Performance Management -> Performance Documents -> Current Documents

Request Acknowledgement

Manager sends a notification to Employee by requesting to acknowledge the document that they have read and agree.

Main Menu -> Manager Self Service -> Performance Management -> Performance Documents -> Current Documents

Employee Acknowledgement

Employee acknowledges the performance document after discussing with the manager and clicks on Acknowledge.

Main Menu -> Employee Self Service -> Performance Management -> Performance Documents -> Current Documents

Submit for Approval

Manager after receiving the acknowledgement from the employee submits the document for approval. It will be sent for approval to either Manager’s manager or HR Admins according to the template settings we have selected.

Main Menu -> Manager Self Service -> Performance Management -> Performance Documents -> Current Documents

Manager’s Manager approves

After manager submits the document for approval, Managers Manager receives a mail/work list item, through which he can check the performance document both the employee and Manager comments and rating and then approve/deny the document.

Main Menu -> Manager Self Service -> Performance Management Approve Documents

Performance Document - Complete

After receiving the approval from the Manager’s Manager or HR Admin the document which is in the current document list status will be changed to complete and it will be moved to Historical documents.

Main Menu -> Manager Self Service -> Performance Management Approve Documents

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