EmpowHR: Section 16 - ePerformance

Setting Up Roles

ePerformance delivers the manager and employee roles as system data. Other roles are available and can be configured.

Manager or employee roles cannot be modified, inactivated, or deleted. They are required.

To Access the Document Role Page:

1. Select the Set Up HRMS menu.
2. Select the Product Related menu group.
3. Select the ePerformance menu item.
4. Select the Document Structure menu item.
5. Select the Document Roles component. The Roles page - Find an Existing Value tab is displayed.

   

6. Complete the fields as follows:

   Field	Instruction
   Role ID identification	Enter the role ID (name).
   Include History	Check this box if the search criteria contains history.
   Correct History	Check this box if the search criteria is being used for history correction.

7. Click Search. The Role page is displayed.

   OR

   Click Clear to clear the information entered on the page.

   OR

   Select the Add a New Value tab. The Roles page - Add a New Value tab is displayed.

   

8. Complete the field as follows:

   Field	Instruction
   Role ID	Enter the role ID (name).

9. Click Add. The Role page is displayed.

   

10. Complete the fields as follows:

    Field	Description/Instruction
    Role ID	Populated with the role name found/entered on the search/add criteria page.
    Role Details	Instruction
    *Effective Date	Required field. Enter the effective date of the role or select a date from the calendar icon.
    *Status	Required field. Defaults to Active. To change, select data from the drop-down list. Valid values are Active and Inactive.
    Description	Enter the description of the role.
    Long Description	Enter the long description of the role (what the role consists of).

11. Click Save. At this point, the following options are available:

    Step	Description
    Click Add	Returns to the Roles Page - Add a New Value tab.
    Click Update/Display	Returns to the Roles Page - Find an Existing Value tab.
    Click Include History	Returns to the Roles Page - Find an Existing Value tab with Include History checked.
    Click Correct History	Returns to the Roles Page - Find an Existing Value tab Correct History checked.