This document provides an overview of the ePerformance module in PeopleSoft HCM 9.2. ePerformance allows organizations to manage employee performance evaluations. It supports the entire evaluation process from setting goals to assessing performance to rewarding employees. New features in 9.2 include integration with activity guides, ability to add related actions, and integration with Outlook. The document also outlines the typical roles and evaluation process flow, and provides details on transactions for creating performance documents, establishing criteria, self/manager evaluations, and approving documents.

1. Author :Shubha Rohit
Kovaion -Peoplesoft Consulting Practice
Email : shubha.rohit@kovaion.com
Peoplesoft HCM 9.2 –
ePerformance

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3. ePerformance Overview
ePerformance module is a evaluation management application. Its
used basically used for assessment of employees in the
organization.
The roles involved would be Employee, Manager, HR Administrator.
ePerformance supports the entire planning and evaluation process,
from planning and aligning employee performance or development
goals with enterprise objectives, through assessing and rewarding
employee performance results within the right behaviors.

4. Whats New in 9.2?
• Integration with Activity Guides
• Ability to add related Actions
• Integration with Outlook
• ePerformance Workcenter
• Track Checkpoints
• Tab Display for simplified Navigation

5. Process Flow
Role Process
Step1: Create Performance documents
Step2: Establishment of Performance
Criteria
Step3: Self-Evaluation by Employee
Step4: Manager Evaluates and shares the
document with employee
Step5: Manager sends a request
acknowledgement for employee
Step6: Employee acknowledges
Step7: Manager submits the document for
approval
Step8: Managers Manager and/or HR
admin approves
Employee/Mana
ger/ HR Admin
Manager
Employee
Manager
Manager
Employee
Manager
Managers
Manager/HR
Admin
This flow is shown by disabling
the track progress and
nominate participant options.
If track progress is enabled it
allows the employee and
manager to have review
discussion at multiple point of
times. If the nominate
participants is enabled then
additional steps of nominating
the participants, tracking the
nominations, review of the
participants will be available.
The process explained here is
as per the process flow chart

6. Transaction Process
Create Performance Document:
Manager creates a performance document for the direct/indirect reporters.
Main Menu -> Manager Self Service -> Performance Management
-> Performance Documents -> Create Documents
A Manager can select the employee for whom the performance document to be
created from the direct reports page and inputs Period Begin Date End Date, and
template ID to create the performance document.

7. Transaction Process
Create Performance Document:
ePerformance administrator creates a performance document for a single
employee or a group of Employees.
Main Menu -> Workforce Development -> Performance
Management -> Performance Documents -> Create Documents
Administrator inputs the Period Begin Date, End date, Document Type, Template
ID, and selects the group ID for which the performance document needs to be
created and runs the process EP_MGRDOC to create performance documents.

8. Transaction Process
Establish Criteria:
Manager sets the goals needs to be achieved by the employee in this step.
Manager adds the goals for each section, sets the weightages, and once
approves the performance document with goals will be available for the
employee.
Main Menu -> Manager Self Service -> Performance Management
-> Performance Documents -> Current Documents

9. Transaction Process
Self Evaluation:
When the Manager sets the goals and approves, the employee can see the
performance documents check the goals and start self evaluation. Employee
Enters the rating for each goal and comments each of them, by clicking on
complete the self evaluation step will be complete and it will be available for
Manager to view.
Main Menu -> Self Service-> Performance Management ->
Performance Documents -> Current Documents

10. Manager Evaluation
Once Employee completes the self evaluation, manager can start evaluating the
employee. Manager enters the employee rating for each goal can enter
comments, also refer the comments entered by employee for each of them
when he clicks on the share with Employee, the rating will be available for the
Employee.
Main Menu -> Manager Self Service -> Performance Management
-> Performance Documents -> Current Documents

11. Request Acknowledgement
Manager sends a notification to Employee by requesting to acknowledge the
document that they have read and agree.
Main Menu -> Manager Self Service -> Performance Management
-> Performance Documents -> Current Documents

12. Employee Acknowledgement
Employee acknowledges the performance document after discussing with the
manager and clicks on Acknowledge.
Main Menu -> Employee Self Service -> Performance Management
-> Performance Documents -> Current Documents

13. Submit for Approval
Manager after receiving the acknowledgement from the employee submits the
document for approval. It will be sent for approval to either Manager’s manager
or HR Admins according to the template settings we have selected.
Main Menu -> Manager Self Service -> Performance Management
-> Performance Documents -> Current Documents

14. Manager’s Manager approves
After manager submits the document for approval, Managers Manager receives
a mail/work list item, through which he can check the performance document
both the employee and Manager comments and rating and then approve/deny
the document.
Main Menu -> Manager Self Service -> Performance Management
Approve Documents

15. Performance Document - Complete
After receiving the approval from the Manager’s Manager or HR Admin the
document which is in the current document list status will be changed to
complete and it will be moved to Historical documents.
Main Menu -> Manager Self Service -> Performance Management
Approve Documents

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