Assigning Document Defaults

This topic discusses how to assign document defaults.

Page Name

Definition Name

Usage

Assign Document Defaults Page

EP_DEFAULT

Enter the default document type and evaluation period values for ePerformace-related transactions.

Use the Assign Document Defaults page (EP_DEFAULT) to enter the default document type and evaluation period values for ePerformace-related transactions.

Navigation:

Set Up HCM > Product Related > ePerformance > Document Structure > Assign Document Defaults > Assign Document Defaults

This example illustrates the fields and controls on the Assign Document Defaults page.

 Assign Document Defaults page

Use this page to enter default values for use in a number of ePerformance-related transactions. When a supported transaction is initiated, the system prepopulates the default values that are specified for it.

Field or Control

Description

Transaction Name

Select the type of transaction for which the default values are specified.

Values are:

  • Create Documents: Default values are used to create ePerformance documents in the PeopleSoft Classic User Interface.

  • My Team: Default values are used when retrieving performance data for the My Team – Performance Page.

  • Performance Status Chart: Default values are used for launching the My Team’s Performance Status Pagelet for the first time.

  • Profile Compare: Default values are used to render performance review ratings for employees as additional information in profile compare results.

  • Team Rating Insights: Default values are used for launching the Team Rating Insights tile and dashboard visualizations for the first time.

Document Type

Specify the document type for use in the selected transaction.

For the Team Rating Insights transaction, select a document type with the Performance document usage.

Period Begin Date and Period End Date

Specify the evaluation period for use in the selected transaction.

Note: (For the Team Rating Insights transaction only) You can:

- Specify a period begin date and period end date for the Team Rating Insights dashboard to show documents with a period begin date that falls within the specified range. Or,

- Specify a period begin date for the dashboard to show documents with the exact same period begin date. Or,

- Specify a period end date for the dashboard to show documents with the exact same period end date.