PeopleSoft HCM 9.2: EPerformance - Oracle

PeopleSoft HCM 9.2: ePerformanceJuly 2020

PeopleSoft HCM 9.2: ePerformanceCopyright 1988, 2020, Oracle and/or its affiliates.This software and related documentation are provided under a license agreement containing restrictions on use anddisclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreementor allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute,exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, ordecompilation of this software, unless required by law for interoperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. If youfind any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalfof the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software,any programs embedded, installed or activated on delivered hardware, and modifications of such programs) andOracle computer documentation or other Oracle data delivered to or accessed by U.S. Government end users are"commercial computer software" or “commercial computer software documentation” pursuant to the applicableFederal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, reproduction,duplication, release, display, disclosure, modification, preparation of derivative works, and/or adaptation of i) Oracleprograms (including any operating system, integrated software, any programs embedded, installed or activatedon delivered hardware, and modifications of such programs), ii) Oracle computer documentation and/or iii) otherOracle data, is subject to the rights and limitations specified in the license contained in the applicable contract. Theterms governing the U.S. Government’s use of Oracle cloud services are defined by the applicable contract for suchservices. No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications. It isnot developed or intended for use in any inherently dangerous applications, including applications that may create arisk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsibleto take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporationand its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerousapplications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of theirrespective owners.Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are usedunder license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Epyc, and the AMDlogo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of TheOpen Group.This software or hardware and documentation may provide access to or information about content, products, andservices from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim allwarranties of any kind with respect to third-party content, products, and services unless otherwise set forth in anapplicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for anyloss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except asset forth in an applicable agreement between you and Oracle.The business names used in this documentation are fictitious, and are not intended to identify any real companiescurrently or previously in existence.Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Access to Oracle SupportOracle customers that have purchased support have access to electronic support through My Oracle Support. Forinformation, visit http://www.oracle.com/pls/topic/lookup?ctx acc&id info or visit http://www.oracle.com/pls/topic/lookup?ctx acc&id trs if you are hearing impaired.

ContentsPreface: Preface. xiiiUnderstanding the PeopleSoft Online Help and PeopleBooks. xiiiHosted PeopleSoft Online Help.xiiiLocally Installed Help.xiiiDownloadable PeopleBook PDF Files. xiiiCommon Help Documentation. xiiiField and Control Definitions. xivTypographical Conventions.xivISO Country and Currency Codes. xivRegion and Industry Identifiers.xvTranslations and Embedded Help. xvUsing and Managing the PeopleSoft Online Help. xviRelated Links for PeopleSoft HCM. xviContact Us.xviFollow Us.xviChapter 1: Getting Started with ePerformance. 19ePerformance Overview.19ePerformance Business Processes.21ePerformance Integrations. 23ePerformance Implementation. 24Chapter 2: Setting Up ePerformance. 25Defining System Settings.25Page Used to Define System Settings. 25Understanding System Settings.25ePerformance Installation - ePerformance Page. 25Working with Manage Profiles.36Using Rating Models.36Using the Content Catalog. 36Using Profile Types.38Working with Approvals and Reviews.39Approving Documents From Email. 39Working with Delegations. 40Modifying Self-Service Pages and Email Notifications.41Prerequisites for Email Notifications. 41ePerformance Text Catalog Settings. 42Text Catalog Keys for Documents.42Text Substitution for Documents. 43Delivered Email Text Entries for Documents.44Text Catalog Keys for Business Objectives.47Text Substitution for Business Objectives. 47Delivered Email Text Entries for Business Objectives.48Text Substitution for Due Date Notifications. 48Delivered Email Text Entries for Due Date Notifications.49Text Substitution for Automatic Document Transfer.49Delivered Email Text Entries for Automatic Document Transfer. 50Chapter 3: Setting Up Document Templates. 51Copyright 1988, 2020, Oracle and/or its affiliates.iii

ContentsUnderstanding Document Templates. 51Understanding ePerformance and Career and Succession Planning Integration. 53Defining Document Types. 54Page Used to Set Up Document Types.55Understanding Document Types. 55Prerequisite for Setting Up Document Types. 55Document Types Page. 55Defining Roles. 58Page Used to Define Roles. 59Understanding Roles.59Participant Roles Page.59Defining Performance Calendars.60Page Used to Define Performance Calendars. 60Understanding Performance Calendars. 60Performance Calendar Page. 60Defining Sections. 62Pages Used to Create Section Definitions. 62Understanding Document Sections. 62Prerequisites for Creating Section Definitions.66Section Definition Page.66Define Content Group Page. 78(JPN) Creating Review Identifiers. 78Page Used to Create Review Identifiers. 78Understanding Review Identifiers.78Define Review JPN Page. 79Creating Document Templates.80Pages Used to Create Document Templates. 80Understanding Document Template Setup.81Prerequisites for Creating Document Templates.85Template Definition - General Page. 86Template Definition - Process Page.92Template Definition - Tabs Page. 101Template Definition - Structure Page. 102Template Definition - Content Page. 114Load Content From Profile Page. 118Clone Template Definition Page. 119Chapter 4: Setting Up Business Objectives.121Understanding Business Objective Setup.121Defining Objective Structures.122Pages Used to Define Objective Structures. 122Objective Plan Page. 122Objective Section Definition Page. 124Objective Template Definition - General Page.126Objective Template Definition - Sections Page. 129Configuring Email Notifications for Business Objectives. 131Page Used to Configure Email Notifications for Business Objectives. 131Understanding Email Notification Configuration. 131ePerformance Installation - Objective Pages Page. 131Chapter 5: Setting Up Text for Advisor Tools.135Understanding Advisor Tools. 135Common Elements Used to Set Up Advisor Tools. 135ivCopyright 1988, 2020, Oracle and/or its affiliates.

ContentsTemplate Setup for Using Results Writer and Development Tips. 136Search Indexes for Results Writer and Development Tips. 137Defining Content for the Language Checker Tool. 137Pages Used to Define Language Checker Content. 137Language Checker Word Page. 137Language Checker Suggestion Page. 138Defining Content for the Development Tips and Results Writer Tools. 139Pages Used to Define Content for the Development Tips and Results Writer Tools. 140Prerequisites. 140Define Development Tips Page. 140Link Development Tips - Competency Page. 141Link Development Tips - Sub-Competencies Page. 142Results Writer - Competency Page. 142Results Writer - Sub-Competencies Page. 144Linking Development Tips to Competencies and Sub-Competencies. 144Pages Used to Link Development Tips to Competencies and Sub-Competencies.145Link Development Tips - Competency Page. 145Importing Third-Party Content. 146Pages Used to Import Data. 146Understanding Third-Party Data Import. 146Building PeopleSoft Search Indexes. 148Steps for Enabling Results Writer and Development Tips Search in ePerformanceDocuments. 150Chapter 6: Setting Up Due Date Notifications. 151Understanding Due Date Notifications.151Due Date Notification Example. 152Using the PeopleSoft Fluid User Interface to Set Up Due Date Notifications.153Pages Used to Set Up Due Date Notifications Using the PeopleSoft Fluid User Interface. 154Performance Notifications Tile. 154Setting Up Due Date Notifications.156Chapter 7: Working with Desktop Integration. 161Understanding Desktop Integration with ePerformance.161Adding Email Content as Performance Notes. 161Tracking Evaluation Action Items as Outlook Tasks. 161Setting Up Desktop Integration with ePerformance.163Chapter 8: Generating Documents. 165Understanding Document Generation.165Document Generation Processes. 165Cloning Documents. 167Document Content.167Initializing From Profiles. 167Understanding ePerformance Related Actions. 169Prerequisites for Generating Documents. 172Assigning Document Defaults. 173Page Used to Assign Document Defaults.173Assign Document Defaults Page.173Generating Documents as Administrators. 174Pages Used to Generate Documents as Administrators.174Understanding Administrator Document Generation.174Create Documents Page. 174View Document Creation Results Page. 177Copyright 1988, 2020, Oracle and/or its affiliates.v