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Generating Documents as Human Resources Administrator

HR administrators schedule a background process and select one or more employee groups for which to generate documents. The HR Administrator role accesses this menu.

To create a document as an HR administrator, select the Workforce Development menu.
Select the Performance Management menu group.
Select the Performance Documents menu item.
Select the Create Documents component. The Create Documents page - Find an Existing Value is displayed.

Figure 41: Create Documents Page - Find an Existing Value

Complete the fields as follows:

Field	Instruction
Run Control ID	Enter the existing run control ID.
Case Sensitive	Check this box if the search criteria is case sensitive.

Select Search. The Create Documents tab is displayed.
OR
Select Clear and search for another value.
OR
Select Add a New Value. The Create Documents page - Add a New Value is displayed.

Create Documents Page - Add a New Value — Figure 42: Create Documents Page - Add a New Value

Complete the field as follows:

Field	Instruction
Run Control ID	Enter a new run control ID.

Select Add. The Create Documents tab is displayed.

Create Documents Tab — Figure 43: Create Documents Tab

Complete the fields as follows:

Field	Description/Instruction
Run Control ID	Populated based upon the search criteria entered.
Run Request Parameters	Instruction
Period Begin Date	Enter the beginning date of the period of time that the document covers or select a date from the calendar icon.
Period End Date	Enter the ending data of the period of time that the document covers or select a date from the calendar icon.
Document Type	Select the applicable document type from the drop-down list.
Template ID	Select the template ID to generate the documents. This field is only available if the template source on the Document Types page is User Defined for this document type.
Manager Selection Method	Specify a method for select manager IDs. When the mass document creation process is launched, EmpowHR determines the manager of each employee it processes using data defined in HR. EmpowHR needs this information to route email messages to managers informing them that review forms are available, and to associate a manager ID with each document, so that the manager can act as the author of the manager document and the owner of the evaluation process. Select data from the drop-down list. Valid values are: By Department Manager - Retrieves a manager based on the Department of the employee, using the Manager ID field on the Department Profile page. By Group ID - Retrieves the manager from the Manager ID field on the Group Profile page. By Reports To Position - Retrieves the manager of the employee’s position that is specified in the Position Data component. By Supervisor ID - Retrieves the manager based on the Supervisor ID field on the Job Data page - Job Information tab. By Part Posn Mgmt Dept Mgr ID - Searches for a Reports To relationship between managers and employees, and then uses the By Department Manager ID selection method if a Reports To ID is found. By Part Posn Mgmt Supervisor ID - Searches for a Reports To relationship between managers and employees, and then uses the By Supervisor ID selection method if a Reports To ID is found.
Employee Groups to Process	Description/Instruction
*Group ID	Required field. Specify the employee groups for which documents should be generated. Select data by Selecting the search icon.
As Of Date	Enter the date or select a date from the calendar icon. This date is to generate the group that is used in the document creation process. The current date is the default. Note: The mass creation process always regenerates the selected groups before it creates employee documents.
Description	Populated with the description of the Group ID selected.
Language Code	Select a language code to generate documents in a different language than the base language of the database. This field is available only when the Allow Review Language Override check box is selected on the ePerformance Installation table.

Select Save. At this point, the following options are available:

Step	Description
Select Notify	Advances to the Send Notification page.
Select Add	Returns to the Create Documents page - Add a New Value
Select Update/Display	Returns to the Create Documents page - Find an Existing Value
Select Return to Search	Returns to the Create Documents page - Find an Existing Value
Select Report Manager	Formats a report. For more information refer to EmpowHR, Section 14, Reporting.
Select Process Monitor	Allows users to specify the location where a process or job will run and the format used for the output. For more information refer to EmpowHR, Section 14, Reporting.
Select Run	Allows users to specify the location where a process or job will run and the format used for the output. For more information refer to EmpowHR, Section 14, Reporting.