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EmpowHR: Section 10 - Manage Performance

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Setup

HR Personnel can access the Setup tables for the Performance module through the Setup item under Manage Performance. HR Personnel can access Elements and Standards, Elements by POI, and Review Rating Module.

Elements and Standards is used to set up and edit the elements and standards used on performance plans.

To Set Up and Edit Elements and Standards Data:

  1. Select the Manage Performance menu group.
  2. Select the Setup menu.
  3. Select the Elements and Standards component. The Elements and Standards page - Find an Existing Value tab is displayed.

    Elements and Standards Page - Find an Existing Value Tab

  4. Complete the field as follows:

    Field

    Instruction

    Search by: Element Data begins with

    Enter the element data.

  5. Click Search. The Elements and Standards page - Elements and Standards tab is displayed.

    OR

    Select the Add a New Value tab. The Elements and Standards page - Add a New Value tab is displayed.

    Elements and Standards Page - Add a New Value Tab

  6. Complete the field as follows:

    Field

    Instruction

    Element Data

    Enter the element data.

  7. Click Add. The Elements and Standards tab is displayed.

    Elements and Standards Tab

  8. Complete the fields as follows:

    Field

    Description/Instruction

    Element #

    Populated from the search criteria entered.

    Description

    Description of the element. Enter or edit the applicable information.

    Comment

    How the element should be performed. Enter or edit the applicable information.

    The following options are available:

    Step

    Description

    Click Save

    Saves the document.

    Click Return to Search

    Returns to the applicable page to search for additional elements and standards.

    Click Notify

    Notifies the next person in the workflow that the transaction is in their worklist.

    Click Add

    Returns to the Elements and Standards page - Add a New Value tab.

    Click Update/Display

    Returns to the applicable page to update the information entered.

Elements by POI

Elements by POI is used to specify which elements are used by each POI.

To Set Up Elements by POI:

  1. Select the Manage Performance menu group.
  2. Select the Setup menu.
  3. Select the Elements by POI component. The Elements by POI page - Find an Existing Value tab is displayed.

    Elements by POI Page - Find an Existing Value Tab

  4. Complete the fields as follows:

    Field

    Description/Instruction

    Search by

    Select the applicable search criteria. The valid values are: Personnel Office ID and Description.

    begins with

    Enter the applicable information that corresponds to the search criteria.

  5. Click Search. The Elements by POI tab is displayed.

    Elements by POI Tab

  6. Complete the fields as follows:

    Field

    Description/Instruction

    Sub-Agency

    Populated based on the POI entered.

    Personnel Office ID

    Populated based on the search criteria entered.

    POI Elements

    Instruction

    Element Data

    Enter the element number or select data by clicking the search icon.

    The following options are available:

    Step

    Description

    Click Save

    Saves the document.

    Click Return to Search

    Returns to the applicable page to search for additional elements and standards.

    Click Previous in List

    Returns to the previous document.

    Click Next in List

    Advances to the next document.

    Click Notify

    Notifies the next person in the workflow that the transaction is in their worklist.

See Also

Manage Performance

Use

Inquire

Report

Delete