EmpowHR: Section 16 - ePerformance

Viewing Document Progress Details

To View Current Document Details

1. Select the Manager Self Service menu.
2. Select the Performance Documents menu group.
3. Select the Current Documents component. The Current Performance Documents page is displayed.

   

4. Select the applicable document. The Current Performance Documents - Document Details page is displayed. The information that appears on this page is controlled by a combination of the document template, the role that accesses the page, and the status of each step.

   

   Note: The information at the top of the page is the employee's name and title in addition to the document details and time frame covered.

5. The following fields are populated and are view only:

   Performance Document Details	Description
   Employee	Populated with the employee’s first and last name.
   Job Title	Populated with the employee’s job title.
   Title	Populated with the literal of the employee's job title.
   Posn/Series/Grade	Populated with the employee's position number, series, and grade.
   Document Type	Populated with the type of document selected and should be the same document type at the top of the page.
   Period	Populated with the period selected and should be the same period at the top of the page.
   Template	Populated with the template name
   Document ID identification	Populated with the document ID number.
   Supervisor	Populated with the manager’s name that has accessed this performance document.
   Status	Populated and displays the status of the document.
   Document Progress	Description
   Step	Appears only if the Establish Criteria check box is selected on the Template Definition page - General tab.
   Status	Populated with the applicable status of the document.
   Due Date	Populated with the due date of the document.

The table below displays the possible actions for the Establish Criteria step and the conditions under which each step is enabled. The document template is set up on the Establish Criteria region of the Template Definition page - Process tab.

The table below displays the possible actions and the coordinating role for the action.

Complete Manager Evaluation

The actions for this step depend upon the review option selected.

Additional actions for the manager evaluation are available if the document template specifies a review process that required review or approval. These are Mark Available, Review Held, Acknowledge, Submit, and Complete.

Note: For the purpose of publishing performance results, the definition of Complete depends on the performance process that is selected on the Template Definition page - General tab when creating templates. Documents that require approval are considered complete when the approval status is Approved, and the document status is Complete.