ePerformance Rel. 8.9

What you will learn

Learn how to set up and use ePerformance, taking advantage of the other applications in the PeopleSoft HRMS suite. Define and generate performance documents that identify, track, and evaluate progress and results against an individual’s performance criteria throughout the performance period. You learn how to manage the evaluation process for both employee-initiated and manager-initiated reviews, how to manage multi-participant feedback, and how to review and approve evaluations. In addition, you learn about the writing assistance tool, which assists in writing performance results and development tips, and how to use the automatic language checker reduces the risk of using legally sensitive words.

  • Define document templates
  • Generate evaluations from self-service pages
  • Generate ePerformance reports
Learn To:
  • Define performance criteria
  • Manage the evaluation process for reviews
  • Manage multi-participant feedback
  • Review and approve evaluations
  • Work with the writing assistance tool
Audience
 Functional Implementer

Prerequisites
 Understanding of basic navigation and PeopleSoft concepts.
Use of control tables to enforce business rules.
Able to run processes and reports.

Course Objectives
 ePerformance business processes
ePerformance roles
Sources of information about ePerformance in PeopleBooks
Describe HRMS configuration for ePerformance
Describe general HRMS tables that ePerformance uses
Describe ePerformance integration with other HRMS products
Set up ePerformance security
Describe ePerformance foundation data
Describe evaluation criteria
Define a rating model
Define competencies, sub competencies, and proficiencies
Define document types
Describe document templates
Define document sections
Define document templates
Generate documents for groups of employees

Course Topics
Describing ePerformance Business Processes
 ePerformance Process
ePerformance Core Process
Additional Processes
Documents and Evaluations

ePerformance Roles
 Roles Supported by ePerformance

Describing Sources of Information About ePerformance in in People Books
 Implementation and Business Process Information

Describing HRMS Configuration for ePerformance
 ePerformance Configuration
General Settings

Describing General HRMS Tables
 Setup Tables

Describing ePerformance Integration with Other HRMS Products
 Integration with PeopleSoft HRMS Applications

Setting Up ePerformance Security
 Security

Describing ePerformance Foundation Data
 Foundation Tables
Other Tables

Describing Evaluation Criteria
 Criteria Tables

Defining a Rating Model
 Rating Models

Defining Competencies, Sub competencies, and Proficiencies
 Competencies
Proficiencies
Sub-Competencies

Defining Document Types
 Document Types

Describing Document Templates
 Document Templates

Defining Document Sections
 Section Purpose
Items and Sub-Items

Defining Document Templates
 General Information
Process
Structure
Structure (continued)
Content

Generating Documents for Groups
 ePerformance Administrator Process
Document Creation Results

Accessing Documents
 Document Lists
Document Details

Updating and Completing Evaluations
 Evaluations

Describing the Evaluation Process
 Process Overview
Initiation Phase
Establish Criteria Phase
Nominate Participants Phase
Evaluate Phase

Setting Up the Establish Criteria Step
 Document Template

Generating Evaluations from Self-Service Pages
 Manager Document Generation Process
Employee Document Generation Parameters

Revising Evaluation Criteria
 Editing Evaluation Criteria
Performance Notes