HR - Managing Performance Documents (HR Admin)

GENERAL DESCRIPTION:

This document will provide information on transferring, reassigning, reopening, canceling and deleting a performance document. It is intended for HR administrators use.

PROCESS CONSIDERATIONS:
  • HR Admin staff will have the ability to cancel, delete, transfer or reopen performance management documents.
  • Managers have the ability to reopen performance management documents; additional information available on the Performance Management Help page.



PROCEDURE STEPS:

Cancel a Document

NOTE: A single document can also be cancelled from within the performance document itself by clicking the Cancel Document hyperlink in the middle of the page. However this will not appear until the document in Evaluation in Progress status.
  1. Navigation: Workforce Development > Performance Management > Performance Documents > Administrative Tasks > Cancel Document

  2. Enter information in Search for Documents section to narrow results.
    NOTE: if Search Criteria are not used only 300 total records can be viewed.

  3. Click Search.

  4. Place a check-mark in the box for the record(s) to be cancelled.

  5. Click Continue.

    select to cancel

  6. Click Save to confirm cancellation.

    confirm cancellation

  7. Click OK on the Save Confirmation page.


Delete a Document

Warning_5.png  Deletion is permanent; once a document has been deleted, it can not accessed or reopened.

NOTE: A single document can also be deleted once it has been cancelled from within the performance document itself by clicking the Delete Document hyperlink in the middle of the page.
  1. Navigation: Workforce Development > Performance Management > Performance Documents > Administrative Tasks > Delete Document

  2. Enter information in Search for Documents section to narrow results.
    NOTE: Only documents that have been cancelled will appear on this list.

  3. Click Search.

  4. Place a check-mark in the box for the record(s) to be deleted.

  5. Click Continue.

    delete selection

  6. Click Save to confirm deletion.

    deletion confirmation

  7. Click OK on the Save Confirmation page.


Reopen a Document

NOTE: A single document can also be reopened from within the performance document itself by clicking the Reopen hyperlink in the middle of the page.
  1. Navigation: Workforce Development > Performance Management > Performance Documents > Administrative Tasks > Reopen Document

  2. Enter information in Search for Documents section to narrow results.
    NOTE: Only documents with a status of Pending Acknowledgement, Canceled or Completed will appear.

  3. Click Search.

  4. Place a check-mark in the box for the record(s) to be reopened.

  5. Click Continue.

    select to reopen

  6. Click Save to confirm reopening.

    confirm reopen

  7. Click OK on the Save Confirmation page.
    Warning  If the document was reopened to the Evaluation in Progress status, these steps only reopened the Manager Evaluation; additional steps must be taken to open the employee's Self Evaluation.

Reopen Employee Self Evaluation after the Manager Evaluation is reopened

  1. Navigate: Workforce Development > Performance Management > Performance Documents >View Documents.

  2. Search for employee performance document.

  3. Click the document to open.

  4. In the information pane on the left side, click on the View hyperlink in Review Self Evaluation section.

    reopen employee eval

  5. The employee evaluation will appear in a new tab.

  6. Click the Reopen hyperlink in the middle of the page.

  7. Click Confirm to reopen the document.

  8. Close the employee evaluation tab.
    NOTE: The employee will need to mark the Self Evaluation as complete before the manager can see employee comments again.


Transfer a Document

NOTE: Document transfer should be used when an employee has changed managers after the performance document has been created and the existing document will be used instead of creating a new document..
  1. Navigation: Workforce Development > Performance Management > Performance Documents > Administrative Tasks > Transfer Document

  2. Enter information in Search for Documents section to narrow results.
    NOTE: if Search Criteria are not used only 300 total records can be viewed.

  3. Click Search.

  4. Place a check-mark in the box for the record(s) to be transferred.

  5. Click Continue.

    select record to transfer

  6. Click the Select a Manager hyperlink.

    select manager hyperlink

  7. Enter information in the Search Criteria and click Search.
    NOTE: To see more information about the individuals listed, click the blue information icon, then Return to List hyperlink to return to the manager list.

  8. Click the radio button next to the correct manager.

  9. Click OK.

    manager selection

  10. Click Save to confirm the transfer.

  11. Click OK on the Save Confirmation page.


Re-Assign a Document (Delegate)

NOTE:
  • Delegation should only be used when all employees of a manager are temporarily being re-assigned to another manager.
  • During the time period identified through this request both the existing manager and temporary manager will be able to see and access employee performance documents.
  1. Navigation: Workforce Administration > Self Service Transactions > Approvals and Delegation > Add Delegation Request

  2. Enter search criteria to find the current manager.

  3. Enter the first day of re-assignment in the From Date.

  4. Enter the last day of re-assignment in the To Date.

  5. Use the magnifying glass to find the Transaction Name: Delegate_ePerformance_Doc

  6. Enter the Empl ID of the temporary manager.

  7. Click Save.

    Delegation request


ADDITIONAL RESOURCES

Related KBs:

Related Links:



    Keywords:   Doc ID:91498
    Owner:Tami E.Group:Human Resource System (HRS)
    Created:2019-05-02 15:23 CSTUpdated:2019-11-14 10:01 CST
    Sites:Human Resource System (HRS)
    Feedback:  0   0