Overview
This job aid shows campus administrators how to create ePerformance evaluation documents.
Background
The same procedure is used to create Annual, Probationary, and Performance Improvement Plan documents. Performance Improvement Plan documents have a different navigation, but otherwise use the same procedure.
Create documents
Step 1: Open the Navbar button.
Step 2: Navigate to Workforce Development > Performance Management > Performance Documents > Create Documents
For Performance Improvement Plan documents, the navigation is Workforce Development > Performance Management > Development Documents > Create Documents
Step 3: Enter the Run Request Parameters.
- Period Begin Date
- Period End Date
- Document Type
- Template ID
- Manager Selection Method
- Template ID
For Performance Improvement Plans, select the Performance Improvement Plant document type and Template ID.
Step 4: Select the Group ID option.
Step 5: Select the group ID.
Step 6: (Optional) Click Plus to add a new row if you need to add multiple groups.
Step 4: Select the Employee ID option.
Step 5: Enter the Employee ID and Empl Record number.
Step 6: (Optional) Click the Plus button to add another row.
Step 7: Click Run
Step 8: Click OK on the Process Scheduler Request.
Step 9: Open Process Monitor.
Step 10: Wait for the Distribution Status to be Posted.
Review the New Documents
After the process runs successfully, you can view the documents that it created.
Step 1: Navigate to Workforce Development > Performance Management > View Document Creation Results
Step 2: Select the run control used for creating the documents.
Step 3: Review the list of documents created successfully and those that failed.
End of Article
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