About this course

Course code TPD82723GC10
Duration 4 Days

This PeopleSoft ePerformance Rel 9.2 training teaches you how the PeopleSoft ePerformance application can help you achieve effective performance management that facilitates communication between business leaders and employees. You'll learn how the application can help you provide a clear direction on organizational priorities and encourage desired employee actions.Learn To: Set up system tables for ePerformance.Create document templates.Set up, create and publish business objectives.Create documents from templates for managers, employees and other participants.Establish and modify evaluation criteria.Enter comments on the employees progress against performance criteria.Manage multi-participant feedback.Enter comments and ratings in evaluations.Use advisor tools in evaluations.Review and approve evaluations.Perform administrative tasks.Run ePerformance reports.Work with text catalogs for ePerformance.Work with non-person profiles. Benefits to You To accomplish these goals, ePerformance includes significant new features and functionality. These features are designed to help organizations more effectively align business objectives with employee goals. This solution will ultimately help you drive organizational performance to higher levels, while reducing operating costs.Explore New Time-Saving FeaturesThis course will give you a chance to explore time-saving features in ePerformance. These features include simplified ePerformance document creation processes and additional document configuration options that facilitate robust performance management fitting your business needs. Some of the showcased features include the implementation of ePerformance WorkCenter. WorkCenter streamlines evaluation processes and improves user experience for managers and employees.Additional LearningYou'll also be introduced to a new step in an evaluation process that supports intermediate, mid-period reviews and the integration with Outlook. See how you're now able to capture email content as performance notes for documents, while generating Outlook tasks reminders for tasks pertaining to evaluations in ePerformance. Together, with the rest of the features that are built to enhance usability and functionality, ePerformance gives you the solution you need to drive workforce performance.Live Virtual Class FormatA Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Delegates will learn how to

  • Link profile identities to non-person profiles
  • Set up system tables
  • Configure document templates
  • Create business objectives
  • Modify evaluation criteria
  • Create documents by group
  • Approve evaluations
  • Complete self evaluations
  • Update person profiles
  • Perform administrative actions
  • Run reports
  • Define data for inquiries
  • Define non-person (job) profiles
  • Modify text catalog entries


Setting Up ePerformance

  • Describing the ePerformance Set Up Process
  • Activating ePerformance
  • Defining ePerformance System Parameters
  • Setting Up Rating Models
  • Setting Up the Content Catalog
  • Setting Up Roles
  • Setting Up Document Types
  • Setting Up Section Definitions

Creating Templates

  • Describing Template Definitions
  • Defining Template Definitions

Setting Up Business Objectives

  • Setting Up Objective Plans
  • Defining Objective Sections
  • Defining Objective Templates
  • Configuring Email Notifications for Objective Pages
  • Identifying Business Objective Nodes

Publishing and Viewing Business Objectives

  • Creating Business Objectives
  • Updating Business Objectives
  • Publishing Business Objectives
  • Creating Objective Summary Data

Creating Documents

  • Describing How Documents are Generated
  • Cascading Objective Items
  • Accessing Documents

Defining Evaluation Criteria

  • Describing the Define Criteria Step
  • Setting Up the Define Criteria Step
  • Revising Evaluation Criteria

Tracking Mid-Period Progress

  • Describing the Track Progress Step
  • Setting Up the Track Progress Step
  • Completing the Track Progress Step

Working with Multiple Participants

  • Describing the Nominate Participants Process
  • Setting Up the Nominate Participants
  • Nominating Evaluation Participants
  • Responding to Evaluation Requests
  • Tracking Participant Evaluations

Using Advisor Tools

  • Describing the Advisor Tools
  • Defining Development Tips for Competencies and Subcompetencies
  • Defining Results Writer Text
  • Defining Content for the Language Checker Tool
  • Rebuilding PeopleSoft Search Indexes

Finalizing Evaluations

  • Entering Preliminary Employee Ratings
  • Adding Performance Notes
  • Writing Section and Item Comments
  • Reopening Evaluations
  • Calculating Combined Ratings
  • Debugging Ratings Calculations
  • Completing Employee Self-Evaluations
  • Finalizing Manager Evaluations

Reviewing and Approving Evaluations

  • Describing the Review and Approval Processes
  • Conducting Employee Reviews
  • Approving Evaluations
  • Updating Person Profiles

Performing Administrative Tasks

  • Describing Administrative Tasks
  • Performing Administrative Actions

Inquiring and Reporting on ePerformance Data

  • Accessing Documents for Viewing
  • Defining Data for Inquiries
  • Defining Data for Inquiries
  • Generating ePerformance Reports

Using the Text Catalog

  • Describing the Text Catalog
  • Modifying Text Catalog Entries

Working with Non-person Profiles

  • Describing Non-person Profiles
  • Defining Non-person Profiles
  • Linking Profile Identities to Non-person Profiles

4 Days


This is a QA approved partner course

Delivery Method

Delivery method

Virtual learning

Recreates a classroom experience online, enabling full interactions with the learning professional leading the course.

Find dates and prices

Sorry, we don't have any public dates scheduled for this course, but it can be run as a closed event for your company.
Please contact us for details on alternative ways we can help you 01753 898320 or email us at info@qa.com.

Trusted, awarded and accredited

Fully accredited to ensure we provide the highest possible standards in learning

All third party trademark rights acknowledged.