EmpowHR: Section 16 - ePerformance

Resetting Document Status

The status of individual evaluations that are part of a document changes when employees and managers perform tasks such as opening and completing the evaluation, or managers mark an evaluation as Available for Review, Review Held, or Acknowledged. The manager can also change the status of an employee evaluation by clicking Reopen on the Employee Evaluation page. This changes the status of the employee evaluation back to In Progress. Reopen is available to the manager and ePerformance Administrator (ePerformance Admin) for evaluations when they are not the owner (the manager can’t reopen their own evaluations), and the evaluation status is Complete or Canceled, and the overall document status is In Progress. Once the manager moves the document status past In Progress, they can not reopen the employee evaluation.

However, additional situations might occur where managers or ePerformance administrators need to change the statuses of documents as a whole. Document statues are changed using pages that are found on the Administrative Tasks menu. Document statuses can only be changed to In Progress.

Managers can change document to In Progress from any of the following statuses:

• Available for Review
• Review Held
• Acknowledged
• Canceled
• Complete

If a document changes from Canceled or Complete to In Progress status, the document is removed from all approval queues and becomes inaccessible to the employee. If the status is changed from Complete to In Progress, the following steps on the Document Details page also change to In Progress: Nominate Participants; Track Nominations; and Review Participant Evaluations.

Any competency ratings that were pushed from the completed evaluation to competency management are rolled back. A Manager must then move the document back through the entire sequence of statuses until they can once again mark it as Complete.

To Reset the Document Status:

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 Reset Document Status component. The Reset Document Status page is displayed. The manager’s view of this page includes all documents in the Available for Review, Review Held, or Acknowledged status appear in the list.

   

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 reset.
   Status	Click the down arrow to select the status of the document to be reset.
   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. 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.