EmpowHR: Section 16 - ePerformance

Canceling Documents

Performance enables managers and ePerformance administrators to cancel a document. Managers can only cancel documents with a status of In Progress. ePerformance administrators can cancel any document that is not already canceled.

After the document is canceled, it becomes inactive. Canceling a document does not remove it from EmpowHR - it only marks it as Canceled, and the document appears in the Historical Documents page instead of Current Documents.

If EmpowHR is to update Manage Profiles, EmpowHR deletes all documents that have been completed and updated to the Manager Profiles business process.

To Cancel Documents:

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 Cancel Document component. The Cancel Document page is displayed. Managers use this search box to search for documents they own and where the status is In Progress. ePerformance administrators use this group box to search for non-canceled documents, 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 canceled.
   Status	Click the down arrow to select the status of the document to be canceled.
   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 cancel the document. 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/Instruction
   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 Cancel Document - Confirm Cancellation page is displayed.

   

10. Click Save.