Inquiry

Inquiry pages are available for employees, managers, and HR administrators.

Manager and Employee Pages

Managers, employees, and HR administrators can access different inquiry pages that enable them to view data of interest to their role.

Managers and employees can view lists of their completed documents for both performance and development evaluations and can drill down to detail documents.

Additionally, managers can view the approval status of documents for their direct reports and access documents for their indirect reports in view-only mode.

Administrator Pages

The following inquiry pages are designed specifically for HR administrators:

Page	Description
Rating Distribution Summary Page	Contains preliminary, actual, and desired rating distributions for a group of employees, defined by group ID, in the form of a bar chart. Administrators use this page to determine whether ratings are distributed in the expected manner, and to plan how to bring actual ratings in line with desired ratings.
Status Summary Page	Contains a pie chart that summarizes the status of documents for a group of employees.
Debug/Trace Results page	Lists the detailed calculations that are associated with a particular document. An HR administrator can use this information to debug suspected problems with rating calculations.

The table below describes the page and the navigation to view historical documents.

Page Name	Navigation	Usage
Performance Document History	Access this page through different paths: Manager Self Service, ‎Performance Management ‎Performance Documents ‎Historical Documents ‎Performance Document History Self Self Service, ‎Performance Management ‎Performance Documents ‎Historical Documents ‎Performance Document History	Access completed documents for employees that are managed by you or for yourself.
Development Document History	Manager Self Service, ‎Performance Management ‎Development Documents ‎Historical Documents ‎Development Document History Self Self Service, ‎Performance Management ‎Performance Documents ‎Historical Documents ‎Development Document History	Access completed documents for employees that are managed by you or for yourself.
My Historical Evaluations for Others	Self Service, ‎Performance Management ‎Performance Documents ‎Historical Evaluations ‎My Historical Evaluations for Others Self Self Service, ‎Performance Management ‎Development Documents ‎Historical Evaluations ‎My Historical Evaluations for Others	Access completed documents for multi-participant evaluations in which you participated.

The navigation for the pages is in the above table. These pages are all similar in appearance and usage; only the Performance Document History page (as an example) is displayed here.

To access completed documents, complete the fields as follows. You can enter search criteria to limit which documents appear on the list.

Search for Documents	Instruction
Employee First Name	Enter the first name of the employee whose document is being accessed.
Last Name	Enter the last name of the employee whose document is being accessed.
Period Between	Enter a date or select a date from the calendar icon for which to view documents.

Select Search to search for the criteria entered.
OR
Select Clear to clear the search criteria entered.
Select the link under the Document Type link to open the document for viewing.

To view a document for indirect reports, select the Manager Self Service menu.
Select the Performance Management menu group.
Select Performance Documents.
Select the View Only Documents component. The View-Only Documents page is displayed.

Complete the field as follows:

Field	Instruction
Enter the Effective Date	Enter the effective date or select a date from the calendar icon.

Select Continue. A list of employees is displayed.

Figure 62: View-Only Documents Page (after selecting Continue)

Select an employee.
Select Continue.
Select the link under the Document Type link to open the document for viewing.