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EmpowHR: Section 16 - ePerformance

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Book Contents

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Employee Self Service (ESS) Performance Management

This section discusses how to generate/edit documents as an employee. The selection of the document type determines the page that is displayed.

Note: This option is only available to Agencies configured for employee entry.

To Generate/Edit Documents as an Employee:

  1. Select the Employee Self Service menu.
  2. Select the Performance Management menu group.
  3. Select the My Performance Documents menu item.

    OR

    Select the Development Documents menu item.

  4. Select the Create Documents component.
  5. Complete the fields on the Create Performance Documents page.
  6. Click Create Documents to create the document.

To Change the Supervisor:

  1. Click the Select A Different Supervisor link to change the name and choose a different supervisor.
  2. Complete the fields.
  3. Click the Start link next to the applicable Status. For more information regarding Status, refer to Document Statuses During Review and Approval. The Sections that were setup for the selected Template will display. The Performance Document - Performance Criteria - Draft page displays the details of the employee. This page displays the Plan Definitions in Section.

    At this point, the following options are available: These options are also at the bottom of the page for ease of use.

    Step

    Description

    Click Save

    Saves the the information.

    Click Add Attachment

    Allows the user to add attachment to a Performance Document. The Add Attachment page is displayed.

    Click Cancel

    Cancels and returns to the previous page.

    Click the Return to Document Detail link

    Returns to the Complete Status - Document Detail page.

    Click Reviewed/Discussed

    Allows for the review of the document.

To Add an Attachment:

  1. On the document, click Add Attachment.
  2. Click Browse.
  3. Locate the document.
  4. Click Upload to attach a document or file.

    OR

    Click Cancel to return to the previous page.

Section 1 - Plan Definitions

Section 1 - Plan Definitions contains descriptions of what the Performance Documents will include.

Section 2 - Strategic Goals

Section 2 - Strategic Goals contains the goals of the Performance Plan. Strategic Goals is a management-approved expression of the performance, threshold(s), or expectation(s) that must be met to be appraised at a particular level of performance. A strategic goal may include, but is not limited to, quality, cost-efficiency, timeliness, and manner of performance.

Section 3 - Targets

Section 3 - Targets may include, but is not limited to, quality, cost-efficiency, timeliness, and manner of performance.

To Add Pre-defined/Add Your Own Item(s):

  1. Click the + to add additional targets. The Add An Item - Performance Document page is displayed.
  2. Complete the fields.
  3. Click Search. The Pre-Defined Results page is displayed. Select the applicable titles.

    OR

    Click Clear to clear the entry.

  4. Click Save. The pre-defined item is added to the document.
  5. Complete the fields.
  6. Click Update. The added item will appear on the document.

    OR

    Click the Return To Performance Criteria link to return to the document.

Section 4 - Priorities

Section 4 - Priorities contains priorities of the unit.

Section 5 - Major Area of Responsibility:

Section 5 - Major Area of Responsibility contains the major area of responsibilities of the employee, the performance requirements, and the expectations of the employee. This section also allows the Manager to add the weight (criticality) of the responsibility. This section will be evaluated by the Employee and the Manager.

Below is a description of the types of responsibility and performance requirement.

Types of Responsibility

Performance Requirements

Major Duties

A critical element is a work assignment or responsibilities of such importance, that unacceptable performance in the element would result in a determination that the employee’s overall performance is unacceptable.

Performance Requirement

The performance standard is a management approved expression of the performance, threshold(s), or expectation(s) that must be met to be appraised at a particular level of performance.

Expectations

An expectation may include, but is not limited to, quality, cost-efficiency, timeliness, and manner of performance.

Section Summary

The Section Summary list documents created and their statuses.

At this point, the following options are available:

Step

Description

Click Save

Saves the information.

Click Complete

Finalizes the criteria.

Click Add Attachment

Allows the user to add attachment to a Performance Document. The Add Attachment page is displayed.

Click Cancel

Cancels and returns to the previous page.

Click Return to Document Detail

Returns to the Performance Documents page - Document Details tab.

Click Ready for Review

Allows for the review of the document.

See Also

ePerformance Overview

ePerformance Business Processes

Setting Up ePerformance

Setting Up Document Templates

Understanding Advisor Tools

Generating Documents

Manager Self Service (MSS) Performance Management

Modifying Evaluation Criteria

Selecting Documents

Recording Preliminary Ratings

Recording Performance Notes

Ratings and Comments

Advisor Tools

Writing Tools

Updating Evaluations

Finalization Activities

Administrative Tasks

Reports

Inquiry