EmpowHR: Section 16 - ePerformance

Transferring Documents

A document may be transferred from one manager to another if an employee is reassigned or if a reorganization occurs. Administrators can transfer any document that is in any status. Managers can transfer only documents that they currently own with a status of In Progress, Available for Review, Review Held, or Acknowledged.

When a document is transferred, EmpowHR automatically notifies the new manager that he/she is responsible for completing the evaluation process that is in progress for that employee.

To Transfer a Document:

1. Select the Manager Self Service menu.

   OR

   Select the Workforce Development menu.

2. Select the Performance Management menu group.
3. Select the Performance Documents menu item.

   OR

   Select the Development Documents menu item.

4. Select the Administrative Tasks menu item.
5. Select the Transfer Document component. The Transfer Document page is displayed. This page allows the user to search, select, and transfer any document with a status of In Progress regardless of the manager.

   

6. Complete the fields as follows:

   Search for Documents	Instruction
   Employee First Name	Type the employee’s first name.
   Last Name	Type the employee's last name.
   Manager First Name	Type the manager's first name.
   Last Name	Type the manager's last name.
   Document Type	Click the down arrow to select the document type of the document to be transferred.
   Status	Click the down arrow to select the status of the document to be transferred.
   Period Between	Either enter the dates or click the calendar icon to select the time period.

7. Click Search to search for the employee. A list of available employee(s) is displayed.

   OR

   Click Clear to clear the fields.

   

8. Select the checkbox for the Employee to change the document status. The following fields are displayed.

   OR

   Click the Select All link to select all the employees on the list.

   OR

   Click the Deselect All link to deselect all the employees on the list.

   Performance Documents	Description
   Employee	Employee’s name.
   Document Type	Type of document to be canceled.
   Begin Date	Starting date of the performance document.
   End Date	Ending date of the performance document.
   Job Title	Job title of the employee.
   Status	Status of the document.
   Manager	Manager's name.

9. Click Continue. The Transfer Document - Confirm Transfer Page is displayed.

   

10. Click the Select a Manager link. The Person Search - Simple page is displayed.

    

11. Complete the fields as follows:

    Instructions	Instruction
    Last Name	Enter the last name of the manager where the document will be transferred.
    First Name	Enter the first name of the manager where the document will be transferred.
    ACName	Enter the name, if applicable.

    Note: One of the fields above must be entered before the search function can be used.

12. Click Search. A list of applicable employees is displayed.
13. Select the applicable employee.
14. Click OK. The manager’s name is populated.

    OR

    Click Cancel to return to the previous page.

15. Click Save.