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.

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.

6. Select Save to confirm cancellation.

7. Select OK on the Save Confirmation page.

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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

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. 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.

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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.

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.

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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:

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.

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.

8. Select the radio button next to the correct individual who will be the new manager.

9. Select OK.

10. Select Save to confirm the transfer.

11. Select OK on the Save Confirmation page.

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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.

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Additional Resources

Related KBs:

Related Links:

Get Help

Click HERE to contact UW Shared Services - Service Operations Department or HERE for the UWSS IT HelpDesk if you have any issues with these instructions.

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