Viewing Document Progress Details
- To view current document details, select the Manager Self Service menu.
- Select the Performance Documents menu group.
- Select the Current Documents component. The Current Performance Documents page is displayed.
- Select the applicable document. The Current Performance Documents - Document Details page is displayed. The information that appears on this page is controlled by a combination of the document template, the role that accesses the page, and the status of each step.
Note: The information at the top of the page is the employee's name and title in addition to the document details and time frame covered.
The following fields are populated and are view only:
|
Performance Document Details |
Description |
|
Employee |
Populated with the employee’s first and last name. |
|
Job Title |
Populated with the employee’s job title. |
|
Title |
Populated with the literal of the employee's job title. |
|
Posn/Series/Grade |
Populated with the employee's position number, series, and grade. |
|
Document Type |
Populated with the type of document selected and should be the same document type at the top of the page. |
|
Period |
Populated with the period selected and should be the same period at the top of the page. |
|
Template |
Populated with the template name |
|
Document ID |
Populated with the document ID number. |
|
Supervisor |
Populated with the manager’s name that has accessed this performance document. |
|
Status |
Populated and displays the status of the document. |
|
Document Progress |
Description |
|
Step |
Appears only if the Establish Criteria check box is selected on the Template Definition page - General tab. |
|
Status |
Populated with the applicable status of the document. |
|
Due Date |
Populated with the due date of the document. |
The table below displays the possible actions for the Establish Criteria step and the conditions under which each step is enabled. The document template is set up on the Establish Criteria region of the Template Definition page - Process tab.
|
Action |
Step Status |
Document Template Setup |
|
Start |
Not Started |
The Updated By check box is selected for the role. |
|
Edit |
In Progress |
The Updated By check box is selected for the role. |
|
Complete |
In Progress |
The role is selected in Completed By Field. |
|
View Criteria |
Complete |
This link appears to all roles that are defined on the document template. |
The table below displays the possible actions and the coordinating role for the action.
|
Action |
Step Status |
Role |
|
Start |
Not Started |
Employee |
|
Edit |
In Progress |
Employee |
|
View |
Complete |
Employee Manager |
Complete Manager Evaluation
The actions for this step depend upon the review option selected.
Additional actions for the manager evaluation are available if the document template specifies a review process that required review or approval. These are Mark Available, Review Held, Acknowledge, Submit, and Complete.
Note: For the purpose of publishing performance results, the definition of Complete depends on the performance process that is selected on the Template Definition page - General tab when creating templates. Documents that require approval are considered complete when the approval status is Approved, and the document status is Complete.
|
Action |
Step Status |
Role |
|
Start |
Not Started |
Manager |
|
Edit |
In Progress |
Manager |
|
View |
Complete |
Employee Manager |