Employee Performance Expectation (EPEX)
The Employee Performance Expectation (EPEX) transaction allows you to create performance expectations for employees.
The Employee Performance Expectation transaction has the following tabs:
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.
Expectation DetailsExpectation Details
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.
The Employee Performance Expectation transaction can be created in the following way:
Select the Create action on the Transaction Catalog.
Select the Create Employee Expectation row-level action on the Employee Expectation tab of the Employee Relations (ER) activity folder.
Select the Modify Employee Expectation row-level action on the Employee Expectation tab of the Employee Relations (ER) activity folder.
Note: The Employee Performance Expectation transaction can be automatically generated by using certain personnel actions on the Employee Status Maintenance (ESMT) transaction. If the Generate Expectations check box for a given personnel action code on the entered ESMT transaction is selected, then an Employee Performance Expectation (EPEX) transaction will be generated for the employee. The Employee Performance Expectations transaction is populated based on the data from the employee transaction and the personnel action. The following fields are inferred onto the expectations from the employee record: Employee ID, Appointment ID, Evaluator ID, Union Affiliation, Evaluation Type, Rating Profile (pulled from the employee’s title record), Home Department, Home Unit, Position Number, Personnel Action, Personnel Action Reason, From, and To. The Expectation Details portion of the transaction is also populated with expectations from the Performance Expectation and Rating Type (ERTP) and Shared Rating Type tables (as is done when the Load Expectations button is selected).
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.
