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Developing

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Printable Evaluation. PeopleSoft printable version does not ... Session Examples. Example Escalation Email Notification Setup/Parameters. Printable Evaluation ... – PowerPoint PPT presentation

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Title: Developing


1
Developing Measuring Rewarding
With ePerformance
2
The Value of Performance Management Processes
Performance Management Directly Impacts
Enterprise Performance
  • Identify existing talent for retention focus
  • Improve competitiveness and responsiveness
  • Ensure your enterprise is ready for succession
    planning
  • Use the system as a repository of knowledge and
    skills for and about your employees - your most
    valuable asset
  • Evaluate and tie compensation to performance
  • Achieve compensation equity

3
PeopleSoft ePerformance Overview
ePerformance Value Proposition
  • Integrated
  • Integrated solution within the PeopleSoft HCM
    architecture
  • ePerformance allows you to leverage your existing
    workforce development functionality
  • Incorporates user roles in the workflow process,
    supports delivered merit increase calculations
  • Leverages system data from job profiles,
    competencies, training administration and other
    areas
  • Flexible
  • Template and role based, fully configurable to
    allow for complete control over look and feel
  • Supports collaboration on employee reviews across
    multiple managers/peers, nomination of reviewers
    and of review criteria
  • Different documents for different job codes,
    different business purposes or based on user
    defined groups
  • Comprehensive
  • Different document types allow the enterprise to
    control all evaluation processes from a single
    tool
  • Delivered ETLs for Workforce Analytics
    integration
  • Full complement of advisor tools and integration
    with third party content

4
Planning Your ePerformance Implementation
Clearly Documented Processes are Crucial
  • There are complex issues that require discussion,
    iteration, and consensus
  • Standardize and consolidate ratings, approvals
    etc.
  • Merit reviews performed once a year
  • Length of time to complete your process
  • Identify hand-offs in your processes
  • Hand-offs can be approvals, reports, interfaces
    etc.
  • Opportunities to streamline or automate processes

5
Configuration Options for ePerformance
Gathering Requirements for Configuration is
straightforward, quick and simple
  • Identify Evaluation Criteria
  • PeopleSoft Criteria groupings for competencies,
    goals and objectives, mission statements and
    initiatives.
  • Additional Criteria records must be created with
    the same table structure
  • Configure Performance Documents
  • Flexible process with 8 levels of configuration
  • Available Text Advisor tools and third party
    content integration
  • Configure Workflow Approval and Notification
  • Delivered set of notification emails and two
    approval rule sets
  • Configure Merit Increases
  • Salary increase matrices based on review bands
    and compa-ratio

6
Performance Document Configuration
Document Templates Sections
Notification and Approvals
Document Types
Roles and Criteria
Document Scoring
4
1
6
5
7
2
3
8
  • Document Types Differences in Function
  • Performance Review versus Development Plan
  • Document Templates Differences in Form
  • Sections and Roles Designate Control and
    Specify Ownership
  • Roles Allow for Nomination or Mandate
    Participation
  • Criteria Setup Delivered Records and Create
    Additional
  • Scoring Rating Models and Weighting for
    Documents, Sections and Criteria
  • Notifications Review and Activate Delivered
    Emails
  • Approvals Evaluate 2 Delivered Options

7
Delivered Email Notifications
  • Select Notifications to Activate on the
    Installation Table
  • Email Content is Configurable via the Text
    Catalog
  • Text in Performance Documents is Configurable
  • Section Headings, Summary Descriptions etc.

8
Document Approval Options
PeopleSoft delivers two approval rule sets
  • EP_APPROVAL
  • The evaluating manager's manager (one-up) and a
    ePerformance HR administrator must approve
    documents
  • EP_APPROVAL_ADMIN
  • Only the ePerformance administrator must approve
    documents

9
Common Enhancements
  • Document Escalation and Dunning Process
  • Date driven process that generates certain emails
    based on the document status the time remaining
    to complete
  • Friendly reminder, escalation emails and vary the
    recipients according to time remaining
  • Printable Evaluation
  • PeopleSoft printable version does not handle
    page breaks, corporate logos, not flexible for
    section placement relative to online version
  • Options include a online display enhancements
    using iScript/Java in the Portal, custom report
    development using the REN server

10
Streamline Your Implementation
  • Define the process requirements before starting
  • Try to minimize document templates per document
    type
  • Perform merit reviews on a consistent schedule
    for each employee group
  • Minimize the nomination process and set time
    limits for decisions
  • Replace 360 reviews with two separate performance
    documents
  • Consolidate feedback as a business process to
    produce the 360 effect
  • Design with a knowledge of shared data elements
  • Jobcode, Job Profile, Competencies, Position
    Management etc.

11
Hands on Design
  • Hands on design conference room pilots, JAD
    sessions etc.
  • Product is highly configurable however the
    options are easier to demonstrate than describe.
    Design IN the application

12
AppendixSession Examples
13
Example Escalation Email Notification
Setup/Parameters
14
Printable Evaluation
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