Developing

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Developing Measuring Rewarding
With ePerformance
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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

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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

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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

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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

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Performance Document Configuration
Document Templates Sections
Notification and Approvals
Document Types
Roles and Criteria
Document Scoring
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• 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

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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.

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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

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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

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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.

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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

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AppendixSession Examples
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Example Escalation Email Notification
Setup/Parameters
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Printable Evaluation