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
You may click on the links below to navigate directly to a section:
Instructions for Canceling a Document
NOTE: A single document can also be canceled 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.
Instructions for Canceling a Document
NOTE: A single document can also be canceled 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
- Workforce Development > Performance Management > Development Documents > Administrative Tasks > Cancel Document
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.
5. Select Continue.
6. Select Save to confirm cancellation.
7. Select OK on the Save Confirmation page.
Reopening a Document - Manager Evaluation
NOTE: A single document 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
NOTE: Only documents with a status of Pending Acknowledgement, Canceled or Completed will appear.
3. Select Search.
4. Place a check-mark in the box for the record(s) to be reopened.
5. Select Continue.
6. Select Save to confirm reopening.
7. Select OK on the Save Confirmation page.
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 Self Evaluation after Manager Evaluation Reopened
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.
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.
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.
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.1. Navigation:
4. Place a check-mark in the box next to the document(s) to be transferred.
5. Select Continue.
- Workforce Development > Performance Management > Performance Documents > Administrative Tasks > Transfer Document
- Workforce Development > Performance Management > Development Documents > Administrative Tasks > Transfer Document
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.
6. Select the Select a 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.
9. Select OK.
10. Select Save to confirm the transfer.
11. Select OK on the Save Confirmation page.
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 see and access the employee 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 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: Delegate_ePerformance_Doc
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.
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: Delegate_ePerformance_Doc
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.
Additional Resources
Related KBs:
- Automated Performance Management Processes in HRS
- Automatic Performance Management Email Notifications in HRS
- Creating Individual Performance Management Documents in HRS
- Frequently Asked Questions Regarding Performance Management in HRS
- Performance Management Reporting in HRS
- Performance Management Queries in HRS
- HR Report List for HRS
- Get help from UW-Shared Services Support Team