PeopleSoft Enterprise ePerformance 9.1 PeopleBook

Setting Up Business Objectives

This section provides an overview on business objective setup and discusses how to:

Define objective structures.
Configure email notifications using the ePerformance installation table.

Understanding Business Objective Setup

This section discusses:

Business objective overview.
Permission lists.
Objective plans.
Objective section definition.
Objective template definition.

Business Objective Overview

The business objective setup pages follow a similar business process as the setup of ePerformance documents. The primary setup tasks used to define performance are ePerformance installation, document type, section definition, and template definition. For business objectives, the setup includes ePerformance installation, the defining of the objective plan, objective section definition, and objective template definition.

Permission Lists

To support the objective functionality, PeopleSoft created a permission list called Objective Setup. This permission list includes the Objective Plan, Objective Section Definition, and the Objective Template Definition pages. This permission list has been added to the ePerformance Setup Administrator role. This role is responsible for defining all the ePerformance setup under Setup HRMS, Product Related, ePerformance. This role should be used for allowing access to the new setup pages described within this section.

Objective Plans

Typically organizations define their business objectives each year. This process starts by setting up the new objectives by organization prior to the start of the new business year. Many times managers and employees are completing performance evaluations linked to the objectives of the current year, while the executive team is defining the objectives for the next year.

Since multiple years can simultaneously exist, the system enables you to distinguish the objective pages from one year to the next. The objective plan is used as the high level organizational structure to differentiate the various years of business objective pages. The objective plan identifies the hierarchy method. For department hierarchies, the objective plan also identifies the tree that is needed to link organizational objectives pages for a particular period to a predefined hierarchy that is created in Tree Manager.

Objective Section Definition

The Objective Section Definition page is used to setup the various sections that make up an objective plan. On this page you define the name of the section and rules for the section. The section rules can change over time. Therefore, this record is effective dated. Additionally the objective sections define the content type used in the section, the properties (fields), and the attributes that pertain to that section. Once defined, these sections are used in objective templates.

Objective Template Definition

To define the various layouts of the objective pages, the administrator sets up the objective templates. On the template the administrator defines the header and various sections that will be displayed and used on the page. Templates can change over time. To retain history, templates are effective dated. If the administrator changes the effective dated template for that page, the definition of the page does not change, however. The template is primarily used to define the structure and layout of the page, not the content of the page.

Defining Objective Structures

This section discusses how to:

Set up objective plans.
Define objective sections.
Define objective templates.

Pages Used to Define Objective Structures

Page Name	Definition Name	Navigation	Usage
Objective Plan	EPO_OBJ_PLAN	Setup HRMS, Product Related, ePerformance, Objective Structure, Objective Plan, Objective Plan	This page enables you to define at a high level a year or the name of a plan to which you want to link objective pages. The objective plan also identifies the hierarchy method. For department hierarchies, the objective plan identifies the tree that is needed to link organizational objectives pages for a particular period to a predefined hierarchy that is created in Tree Manager.
Objective Section Definition	EPO_SECTN_DEFN	Setup HRMS, Product Related, ePerformance, Objective Structure, Objective Section Definition, Objective Section Definition
Objective Template Definition	EPO_TMPL_DEFN	Setup HRMS, Product Related, ePerformance, Objective Structure, Objective Template Definition, Objective Template Definition	This page is used to define the layout of the Objective pages. You can also specify which sections will be included and what the sections will look like.

Setting Up Objective Plans

Access the Objective Plan page (Setup HRMS, Product Related, ePerformance, Objective Structure, Objective Plan, Objective Plan).

Status

Select the status of the objective plan. The values are Active and Inactive. The default is Active.

Description

Enter a detailed description of the plan.

Short Description

Enter a short description of the plan. The systems enables you to enter a maximum of 10 characters.

Begin Date and End Date

Enter the beginning and ending dates of the plan.

Hierarchy Method

Select either Department or Position. If you select Department, the system displays a group box that allows you to enter setIDs and tree names that are associated with the department.

Department Hierarchy Setids

SetID	Select the setID that is associated with the department that you want to add to the objective plan.
Tree Name	Select the name of the tree that is defined for that setID.

Defining Objective Sections

Access the Objective Section Definition page (Setup HRMS, Product Related, ePerformance, Objective Structure, Objective Section Definition).

Section Type

The entry in this field displays on the Objective Section Definition page.

Effective Date

The system defaults this field to the current date. You can, however, change the date to one that suits your business needs.

Status

Select the status of the objective section. The values are Active and Inactive. The default is Active.

Description

Enter the name of the section. The system uses this name as the default section label on the objective pages.

Short Description

Enter a short description of the section. The systems enables you to enter a maximum of 10 characters.

Items

Enable Items	Select this check box if the section can contain items. When you select this check box, the other fields in this page region are enabled.
Content Type	Select the content type from which content items are pulled when defining the business objectives. Valid options are any content types defined in the content catalog in the Manage Profiles business process.
Define Content Group	Click this link to display an additional page where you can enter a content group type and content group.
Free-Form Allowed	Select to enable users to add items that are not stored in the content catalog to the section when displayed on an objective page. The system assigns a unique identifier to each free-form item that is added. These items are not stored for reuse.
Description	Select to enable the description that is defined for the item to appear on objective pages.
Measures	Select to enable the Measurement field to be displayed as an item on objective pages.
Percentage Completed	Select to enable the Percent Complete field to be displayed as an item on objective pages.
Item Status and Status Definition	Select to enable the Status field to be displayed on objective pages. When you select this check box, the system activates the Status Definition field. The system displays the prompt list names from the custom list values associated with the Item Status (EP_ITEM _STATUS) field. You can set up additional prompt lists for this field in Profile Management (Setup HRMS, Product Related, Profile Management, Content Catalog, Customer List Values).
Due Date	Select to enable users to enter a due date for items that are displayed on objective pages.
Align Items and Aligned To	Select to enable the Alignment functionality. If you select the Align Items check box, the system makes the Aligned To field active. Select a section from the drop down list box, or Any Section to align items to any section on objective pages.

Sub-Items

Enable Sub-Items	Select to enable sub-items on the objective pages. When you select this check box, the other fields in this page region are also enabled.
Content Type	Select the content type (Profile Management) that will be used to obtain the sub-items. The system only displays sub-items that have a child relationship to the item content type in the content catalog.
Free-Form Allowed	Select to enable users to add free-form (non-coded) sub-items to this section.
Description	Select to enable users to have the description for the sub-item appear on objectives pages.

Defining Objective Templates

Access the Objective Template Definition page (Setup HRMS, Product Related, ePerformance, Objective Structure, Objective Template Definition, Objective Template Definition).

Effective Date

The system defaults this field to the current date. You can, however, change the date to one that suits your business needs.

Status

Select the status of the objective template. The values are Active and Inactive. The default is Active.

Description

Enter the full name of the template.

Short Description

Enter a short description of the template. The systems enables you to enter a maximum of 10 characters.

Page Details

Default Page Title	Select to enable a default page title to be entered on the template. When selected, the system enables the Page Title field.
Page Title	Enter the page title. This entry will be the title the system uses when the page is created. The owner or administrator can enter the page title on objective pages when they are updating the content, whether or not a default page title is entered on the template.
Add Dept/Position to Title	Select this check box to append the department or position name to the title entered in the Page Title field. In the example here the page name for Corporate Accounting would be 2009 Business Objectives for Corporate Accounting.
Enable Comments Switch	Select to make a comments section available in the header section on objective pages. The administrator or page owner can then enter the information into this field when they are updating an objectives page.
Include Picture	Select to enable a space for a picture on objective pages. When the system renders an objective page in view-mode only, it inserts a picture of the objective page owner.
Picture Name	Select to enable a space for the name of the person in the picture. The system uses the picture stored on the Employee Photo page (Workforce Administration, Personal Information, Citizenship, Identification Data, Employee Photo).
Picture Title	Select to enable a space for the title of the person in the picture.

Sections

Section

Select the sections that will be used in objective pages.

This drop-down list box includes all the objective sections that have been defined as of the effective date on the Objective Template page. Once you select a section, the system refreshes the page and defaults the section definition parameters into the template.

The administrator can modify the parameters as needed on the template. The system does not modify the section definition when changes are made on the template. These changes affect that template only.

Display Order

For each section, use a number to indicate the order in which the section should be displayed on objective pages.

The system displays the sections in ascending order. Therefore, the lowest number section is displayed first on the page. The default value for the first section entered should be 10. Each time you enter a new section, the system defaults the next value by incriminating the highest value by tens.

Items

Enable Items	Select this check box if the section can contain items. When you select this check box, the other fields in this page region are enabled.
Content Type	Select the content type from which content items are retrieved when defining business objectives. Valid options are any content types defined in the content catalog in the Manage Profiles business process.
Content Group Type	Click this link to display an additional page where you can enter a content group type and content group.
Free-Form Allowed	Select to enable users to add items that are not stored in the content catalog to this section of objective pages. The system assigns a unique identifier to each free-form item that is added. These items are not stored for reuse.
Description	Select to enable the description that is defined for the item to appear on objective pages.
Measures	Select to enable the Measurement field to be displayed as an item on objective pages.
Percentage Completed	Select to enable the Percent Complete field to be displayed as an item on objective pages.
Due Date	Select to enable users to enter a due date on objective pages.
Align Items and Aligned To	Select to enable the Alignment functionality. If you select the Align Items check box, the system makes the Aligned To field active. Select a section from the drop down list box, or Any Section to align items to any section on objective pages.

Sub-Items

Enable Sub-Items	When you select this check box, the other fields in this page region are enabled.
Content Type	Select the content type (Profile Management) that will be used to obtain the sub-items. The system only displays sub-items that have a child relationship to the item content type in the content catalog.
Free-Form Allowed	Select to enable users to add free-form (non-coded) sub-items to this section.
Description	Select to enable users to have the description for the sub-item appear on the objective pages.

Configuring Email Notifications Using the ePerformance Installation Table

This section provides an overview on email notifications and discusses how to configure email notifications.

Understanding Email Notification Configuration

Before you create the objective pages from the templates, you need to define the email notifications that will be sent when various steps in the business process are triggered. To enable this functionality, you need to configure email notification options on the ePerformance General Settings - Objective Pages page. On this page the system lists the email notification options that a user can select to enable certain functionality. The system selects all notification options as the default.

Page Used to Configure Email Notifications for Objective Pages

Page Name	Definition Name	Navigation	Usage
Objective Pages	EP_INSTALL_OBJ	Setup HRMS, Install, Product and Country Specific, ePerformance General Settings, Objective Pages	Define what email notifications that will be sent when various steps in the business process are triggered

Configuring Email Notifications for Objective Pages

Access the Objective Pages page (Setup HRMS, Install, Product and Country Specific, ePerformance General Settings, Objective Pages).

Last Page ID

Enter the number from which the system should begin generating page IDs. The system automatically generates the page ID by adding 1 to the Last Page ID.

Warning! Entering a value that is lower than the value that appears can cause unpredictable results.

Last Objective Item ID

Enter the number from which the system should begin generating objective item IDs. The system automatically generates the objective item ID by adding 1 to the Last Objective Item ID.

Warning! Entering a value that is lower than the value that appears can cause unpredictable results.

Notify owner when page is created

Select to send an email notification to the business objective owner when the page is created and an owner is assigned.

Notify new owner when page has been transferred

Select to send an email notification to the business objective owner to whom the page has been transferred.

Notify old owner when page has been transferred

Select to send an email notification to the old business objective owner that the page has been transferred to a new owner.

Notify administrator when page is submitted for publication

Select to send an email notification to the administrator letting him or her know that the page is ready and waiting to be published.

Notify recipients when pages are published to page owners

Select to send an email notification to the business objective owners that have access to this page. Typically these individuals will need to update their pages and link their objectives to the pages above them that have already been published.

One notification per publication process

Select to bundle the requests and send only one notification to the recipient, even if there are multiple pages in the process for which they could be notified.

Notify recipients when page has been published to employees

Select to send an email notification to the employees that have access to this page. Typically these individuals will need to update their ePerformance document and link their objectives to the objective pages above them that have already been published.

One notification per publication process

Select to bundle the requests and send only one notification to the recipient, even if there are multiple pages in the process for which they could be notified.

Notify Employee when Objective Item is cascaded to their document

Select to send an email notification to the employee when an objective item has been cascaded down to their performance document.

Notify Manager when Objective Item is cascaded to their document

Select to send an email notification to the manager when an objective item has been cascaded down to the performance documents of their employees.

Status	Select the status of the objective plan. The values are Active and Inactive. The default is Active.
Description	Enter a detailed description of the plan.
Short Description	Enter a short description of the plan. The systems enables you to enter a maximum of 10 characters.
Begin Date and End Date	Enter the beginning and ending dates of the plan.
Hierarchy Method	Select either Department or Position. If you select Department, the system displays a group box that allows you to enter setIDs and tree names that are associated with the department.

Section Type	The entry in this field displays on the Objective Section Definition page.
Effective Date	The system defaults this field to the current date. You can, however, change the date to one that suits your business needs.
Status	Select the status of the objective section. The values are Active and Inactive. The default is Active.
Description	Enter the name of the section. The system uses this name as the default section label on the objective pages.
Short Description	Enter a short description of the section. The systems enables you to enter a maximum of 10 characters.

Last Page ID	Enter the number from which the system should begin generating page IDs. The system automatically generates the page ID by adding 1 to the Last Page ID. Warning! Entering a value that is lower than the value that appears can cause unpredictable results.
Last Objective Item ID	Enter the number from which the system should begin generating objective item IDs. The system automatically generates the objective item ID by adding 1 to the Last Objective Item ID. Warning! Entering a value that is lower than the value that appears can cause unpredictable results.
Notify owner when page is created	Select to send an email notification to the business objective owner when the page is created and an owner is assigned.
Notify new owner when page has been transferred	Select to send an email notification to the business objective owner to whom the page has been transferred.
Notify old owner when page has been transferred	Select to send an email notification to the old business objective owner that the page has been transferred to a new owner.
Notify administrator when page is submitted for publication	Select to send an email notification to the administrator letting him or her know that the page is ready and waiting to be published.
Notify recipients when pages are published to page owners	Select to send an email notification to the business objective owners that have access to this page. Typically these individuals will need to update their pages and link their objectives to the pages above them that have already been published.
One notification per publication process	Select to bundle the requests and send only one notification to the recipient, even if there are multiple pages in the process for which they could be notified.
Notify recipients when page has been published to employees	Select to send an email notification to the employees that have access to this page. Typically these individuals will need to update their ePerformance document and link their objectives to the objective pages above them that have already been published.
One notification per publication process	Select to bundle the requests and send only one notification to the recipient, even if there are multiple pages in the process for which they could be notified.
Notify Employee when Objective Item is cascaded to their document	Select to send an email notification to the employee when an objective item has been cascaded down to their performance document.
Notify Manager when Objective Item is cascaded to their document	Select to send an email notification to the manager when an objective item has been cascaded down to the performance documents of their employees.