Employee Performance Expectation (EPEX)

Use this tab to enter the general information related to the employee’s assignment, the name and ID of the evaluator, the personnel action, and when the expectations are due.

The Performance Expectations allows you to identify the Rating Profile, to determine if the expectations are ready for the employee to review, to allow the manager to sign the expectations, and to identify where the employee’s signature originated. For example, this field will display Acceptance by Employee if the employee has accepted the expectations using or Acceptance by Supervisor / Evaluator through Advantage HRM.

The Expectation Details section displays detailed information on the expectations. When a line is added, an Expectation Type can be entered or selected from the pick list and Expectation Type’s Short Description, Long Description, Definition or Expectation, and Definition of Measurement from the Expectation (Rating) Type table will be inferred. The Expectation Type field is optional.  A Definition of Expectation and Definition of Measurement can be entered without the Expectation Type field.

A default set of expectations that are shared across an organization can also be loaded. The Load Expectations button (under Related Actions) allows you to manually populate the Expectation Details from based on the Title and Shared Ratings/Expectations. Expectation Details derived from Shared Ratings are populated and listed first. The Source field for these expectations will be populated with Shared Ratings. The selection of Shared Ratings is based on the effective employee attributes as of the start date of the evaluation period. When a match is found between the employee attributes and Shared Ratings key fields an Expectation Detail is populated. Expectation Details are populated for all matched Shared Ratings. A value of “wildcard” (*****) on the Shared Ratings table is considered a match to all possible values of the employee attributes including spaces. The Load Expectations button can be selected at any time and will refresh the expectations shown on the transaction. For example, if you load the shared expectations, but a change is made to this set, you can select the Load Expectations button and the lines on the transaction will be updated with the changes that were made.

Employee Performance Expectation (EPEX) transaction can be generated in PDF by selecting the Generate PDF button. When the Generate PDF button is selected, a PDF version of the Employee Performance Expectation transaction is created. This version can either be saved to your computer or can be printed. The hardcopy version of the transaction allows a physical signature to be applied to the transaction, which is useful if a physical signature is required.