PeopleSoft Enterprise ePerformance 9.1

This course can show you how the PeopleSoft ePerformance application can help you achieve effective performance management that facilitates communication between business leaders and employees. It also shows you how the application can help you provide a clear direction on organizational priorities and encourage desired employee actions. To accomplish these goals, ePerformance 9.1 includes significant new functionality. This functionality is designed to help organizations more effectively align business objectives with employee goals.

New time saving features in ePerformance 9.1 include simplified ePerformance document creation processes, additional document configuration options, and support for file attachments. The system also facilitates electronic document sign-off, document archiving, and performance notes that are targeted to specific goals and achievements. The system can help you identify and reward top talent. Plus, it can ultimately help you drive organizational performance to higher levels while reducing operating costs.

Learn To:

• Create documents from templates for managers, employees, and other participants.
• Establish and modify evaluation criteria.
• Set up, create and publish business objectives.
• Cascade management objectives down to evaluation documents.
• Define or configure system tables and document templates.
• Clone document templates for multiple evaluators.

Audience

• Administrator
• Database Designers
• Developer
• Forms Developer
• Project Manager
• System Analysts
• Technical Administrator
• Technical Consultant

Course Topics Setting Up ePerformance

• Describing the ePerformance Set Up Process
• Activating ePerformance
• Defining ePerformance System Parameters
• Setting Up Rating Models
• Setting Up the Content Catalog
• Setting Up Roles
• Setting Up Document Types
• Setting Up Section Definitions

Creating Templates

• Describing Templates Definitions
• Defining Template Definitions

Setting Up Business Objectives

• Setting Up Objective Plans
• Defining Objective Sections
• Defining Objective Templates
• Configuring Email Notifications for Objective Pages
• Identifying Business Objective Nodes

Publishing and Viewing Business Objectives

• Creating Business Objectives
• Updating Business Objectives
• Publishing Business Objectives
• Creating Objective Summary Data

Creating Documents

• Describing How Documents are Generated
• Cascading Objective Items
• Accessing Documents
• Updating and Completing Evaluations

Establishing Evaluation Criteria

• Describing the Establish Criteria Step
• Setting Up the Establish Criteria Step
• Revising Evaluation Criteria

Working with Multiple Participants

• Describing the Nominate Participants Phase
• Setting Up the Nominate Participants Phase
• Nominating Evaluation Participants
• Responding to Evaluation Requests
• Tracking Participant Evaluations

Using Advisor Tools

• Describing the Advisor Tools
• Defining Development Tips for Competencies and Subcompetencies
• Defining Results Writer Text
• Defining Content for the Language Checker Tool
• Rebuilding the Verity Search Collection

Finalizing Evaluations

• Entering Preliminary Employee Ratings
• Adding Performance Notes
• Writing Section and Item Comments
• Reopening Evaluations
• Calculating Combined Ratings
• Debugging Ratings Calculations
• Completing Employee Self-Evaluations
• Finalizing Manager Evaluations

Reviewing and Approving Evaluations

• Describing the Review and Approval Processes
• Conducting Employee Reviews
• Approving Evaluations
• Updating Person Profiles

Performing Administrative Tasks

• Describing Administrative Tasks
• Performing Administrative Actions

Inquiring and Reporting on ePerformance Data

• Accessing Documents for Viewing
• Defining Data for Inquiries
• Viewing Inquiries
• Generating ePerformance Reports

Working with Non-person Profiles

• Describing Non-person Profiles
• Defining Non-person Profiles
• Linking Profile Identities to Non-person Profiles

Using the Text Catalog

• Describing the Text Catalog
• Modifying Text Catalog Entries

Course Objectives

• Set up system tables
• Configure document templates
• Create business objectives
• Modify evaluation criteria
• Create documents by group
• Approve evaluations.
• Complete self evaluations
• Update person profiles
• Perform administrative actions
• Run reports
• Define data for inquiries
• Define non-person (job) profiles
• Modify text catalog entries
• Link profile identities to non-person profiles