Topics Map > Human Resource System (HRS) > HRS Human Resources Administration > HR Learning Path

Managing Performance Management Documents (HR Admin) in HRS

Overview

This document will provide information on canceling, reopening, transferring and delegating a Performance Document. It is intended for HR administrators use.

Process Considerations:

  • HR Admin staff will have the ability to cancel, transfer and reopen Performance Management documents
  • The UW_UNV_HR_EPERF_ADMIN security role is required to perform the procedures steps below
  • Managers have the ability to reopen Performance Management documents; additional information available on the Performance Management Help page
Click on the links below to skip directly to a section:

Instructions for Canceling a Document

NOTE: A single document can also be canceled from within the document itself by clicking the Cancel Document hyperlink in the middle of the page. However, this will not appear until the document is in Evaluation in Progress status.
1. Navigation:

  • Workforce Development > Performance Management > Performance Documents > Administrative Tasks > Cancel Document
  • Workforce Development > Performance Management > Development 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. Select Search.

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

5. Select Continue.

select to cancel

6. Select Save to confirm cancellation.

confirm cancellation

7. Select OK on the Save Confirmation page.

To the top

Reopening a Document - Manager Evaluation

NOTE: This Reopen method only applies to documents with a status of Pending Acknowledgement, Canceled or Completed. A single document in one of these statuses can also be reopened from within the 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
  • Workforce Development > Performance Management > Development Documents > Administrative Tasks > Reopen Document
2. Enter information in Search for Documents section to narrow results.
3. Select Search.

4. Place a check-mark in the box for the record(s) to be reopened.
5. Select Continue.
select to reopen
6. Select Save to confirm reopening.
confirm reopen
7. Select 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.

To the top

Reopening a Completed or Canceled Self Evaluation after Manager Evaluation Reopened

NOTE: This step should only be performed when the Manager Evaluation is in Evaluation in Progress status. 
1. Navigation:
  • Workforce Development > Performance Management > Performance Documents > View Documents
  • Workforce Development > Performance Management > Development Documents > View Documents
2. Enter information in Search for Documents section to narrow results.

3. Select the employee name hyperlink to open the document; it will open to the Review Manager Evaluation step.

4. In the information pane on the left side, click on the View hyperlink in Review Self Evaluation section; the Self Evaluation will open in a new window.
reopen employee eval
5. Select the Reopen hyperlink in the middle of the page.

6. Select Confirm to reopen the Self Evaluation.

7. Close the Self Evaluation window.

8. Refresh the Manager Evaluation page; the Review Self Evaluation step should go from green to yellow.
NOTE: The employee will need to mark the Self Evaluation as complete before the manager can see employee comments again.
To the top

Transferring a Document

NOTE: Document transfer should be used when an employee has changed managers after the document has been created and the existing document will be used instead of creating a new document (e.g, the employee's Reports To has changed).

1. Navigation:
  • Workforce Development > Performance Management > Performance Documents > Administrative Tasks > Transfer Document
  • Workforce Development > Performance Management > Development 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. Select Search.

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

5. Select Continue.
select record to transfer
6. Select the Select a Manager hyperlink.
select manager hyperlink
7. Enter information in the Search Criteria and select Search.
  • To see more information about the individuals listed, select the blue information icon
    • You can choose the individual by selecting Select This Person or select Return to List hyperlink to choose someone else.
8. Select the radio button next to the correct individual who will be the new manager.

9. Select OK.
manager selection
10. Select Save to confirm the transfer.

11. Select OK on the Save Confirmation page.

To the top

Delegating Manager Authority

NOTE: The Delegation process gives the manager's proxy access to all of the manager's current documents; it is not possible to delegate authority to only select documents through this process. During the delegation period, both the delegating manager and the proxy will be able to access and update the employee documents. The intended use of delegation is for troubleshooting or a manager being on a leave of absence.

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 delegation period in the From Date.

4. Enter the last day of delegation period in the To Date.

5. Use the magnifying glass to find the Transaction Name: Update Performance Documents, which appears as Delegate_ePerformance_Doc after selected.

6. Enter the Empl ID or use the Proxy magnifying glass to look up the person to receive the delegated authority request.

7. Select Save to trigger an email sent to the requested Proxy, who will accept or decline the request.
Delegation request

8. The requested Proxy can accept or decline the request using they hyperlink in the email or by navigating to Self Service > Manage Delegation and using the Review My Delegated Authorities hyperlink.
  • After accepting the request, the proxy will likely need to log out of HRS and back in
  • Access the delegating manager's direct reports document by navigating to Manager Self Service > Performance Management > Performance Documents > Current Documents or Team Performance > Delegated Documents tab (Team Performance only appears if the Proxy also has the ePerformance manager role)
9. A manager can submit a delegation request on their own by navigating to Self Service > Manage Delegation and using the Create Delegation Request hyperlink.
To the top

Additional Resources

Related KBs:

Related Links:

To the top

Get Help

To the top

Keywords:
eperformance eperf document workforce development delegation delegate proxy nominate manager self evaluation cancel transfer reopen 
Doc ID:
91498
Owned by:
Jessica R. in UW–Shared Services
Created:
2019-05-02
Updated:
2024-05-14
Sites:
UW–Shared Services