Employee Performance Evaluations (EPEV)
The Employee Performance Evaluation (EPEV) transaction allows you to create and record an employee's evaluations details.
Note: An Employee can also update their Evaluation via the Performance Review Landing > Manage Current Performance Review carousel tile. Employees should refer to the “Evaluations” topic in the Employee/Manager User Guide for more information.
The Employee Performance Evaluation transaction has the following tabs:
Use this tab to enter the general information and performance evaluation details for the employee.
Note: The use of the Reviewed Position Description check box on the EPEV transaction dependent on the REVIEWED POS DES CHECKBOX parameter on the Site Specific Parameters (SPAR) page. If the Yes/No Flag is selected for this parameter on SPAR, the Reviewed Position Description check box edits will be used when validating/submitting the EPEV transaction. If the SPAR parameter is set to false (check box is cleared) the Reviewed Position Description check box will be greyed out and will be disabled.
You can also track up to five Manager Approvals on this tab.
Use this tab to enter the employee performance ratings.
Note: When the Load Rating Lines button is selected, the Ratings and Performance Evaluation tabs will be to be populated on the Performance Evaluation transaction. The Performance Evaluation section will populated with the relevant completed Performance Expectations details from the Employee Performance Expectations (EPEX) transaction. If no completed Employee Performance Expectations transaction exists then the Performance Evaluation details will be populated from the Shared Ratings/Expectations and Performance Expectation and Rating Type (ERTP) based on the rating profile for the employee’s Title.
Note: The delete action is not allowed for the Employee Performance Evaluation (EPEV) transaction if the Remain in File check box is selected on the Evaluation Type (ETYP) page.
Employee Performance Expectation (EPEX) transactions can be generated in PDF by selecting the Generate PDF button. When the Generate PDF button is selected, a PDF version of the EPEX transactions is created. This version can either be saved to your computer or can be printed. The hardcopy version of the transaction allows for a physical signature to be applied to the transaction, which is useful if a physical signature is required.
The Employee Performance Evaluation transaction can be created in the following way:
Select the Create action on the Transaction Catalog.
Select the Create Employee Evaluation row-level action on the Employee Evaluation tab of the Employee Relations (ER) activity folder.
Select the Modify Employee Evaluation row-level action on the Employee Evaluation tab of the Employee Relations (ER) activity folder.
Select the Edit action on the Performance Review Landing > Manage Current Performance carousel tile to add new or edit an existing information for the selected employee.
Once you have made all the changes, select the Validate button to make sure all your entries are correct. Select Submit to submit the transaction. Select Save to save the details you entered. You can select the Save & Close button to save the details you entered and return to the Manage Current Performance Review carousel tile. If you select the Cancel button, you will exit the Evaluation transaction without saving your changes.
