Manager Self Service (MSS) Performance Management

A performance document is a written document that identifies the employee’s critical elements and performance standards by which he/she will be rated. Only the rating official and/or employee can initiate a new performance document for a new appraisal period. A performance document must be in place for a minimum appraisal period (minimum 90 calendar days), normally, no longer than 15 months for a rating period to be conducted.

In the manager role, the manager can generate documents for direct reports by either:

• Selecting a group and then selecting one or more employees within the group.
• Selecting one or more employees directly.

Regardless of which option is chosen, select the As of Date for determining which employees report to you as a manager. Then select the employees for whom documents should be generated. Finally, select the document template from which to generate the individual documents and enter the dates of the evaluation period that is covered.

Either performance or development documents can be generated. The process is identical, except for the page names and the navigation path by which the document generation pages are accessed.

This section provides an overview of document generation for direct reports and discusses how to generate documents.