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Discover how to enhance ePerformance by adding step-level and section-level instructions, improving clarity, guidance, and overall user experience in performance management.
With the release of HCM PUM 51, PeopleSoft ePerformance has introduced a new View Instructions setup option that allows administrators to configure the placement of instructional text at both the section and step levels. This feature enhances the usability of Define Criteria, Track Progress, and Evaluation in Progress steps by providing clear guidance on performance evaluations.
This blog explores the new instructional text options, their business benefits, and a step-by-step guide on setting them up.
Administrators now could define where instructional text appears within performance document steps and sections.
Fig 1.1: Step Level Instructions
Fig 1.2: Step Level Instructions
Fig 2.1: Section Level Instructions
Not everyone is familiar with performance reviews or the system itself. Clear instructions act as a roadmap, guiding employees and managers through each step.
Unclear instructions lead to errors, which can affect the quality of performance reviews. Instructional text removes the guesswork and ensures users enter the right information in the right places.
When everyone follows the same instructions, performance evaluations stay fair and standardized, making it easier to compare results across teams.
If users understand the process upfront, they don’t have to reach out to HR or IT for help, reducing unnecessary back-and-forth communication.
Modal Window: Instructions are accessed from the More Actions menu at each step level.
Document Page: Instructions are displayed directly within the performance document at the section level.
Fig 3.1: Instruction Setup for E-performance Documents
The View Instructions feature in PeopleSoft ePerformance HCM PUM 51 makes performance document navigation more intuitive and structured. Organizations can streamline evaluations and improve user engagement by configuring instructional text at both section and step levels. For organizations upgrading to HCM PUM 51, leveraging this setup will provide a smoother and more efficient evaluation experience.
Upgrade your performance management experience with PeopleSoft ePerformance HCM PUM 51! Configure instructional text seamlessly to enhance usability, improve accuracy, and streamline performance evaluations. Take advantage of these new features to create a more structured and efficient review process.
Need expert guidance? Kovaion offers the best Oracle PeopleSoft services, helping organizations maximize their HCM solutions with tailored implementations and seamless upgrades. Get in touch with us today!
Author: Deepak Ramalingam, Consultant
Connect with us for PeopleSoft End-to-End Implementation, Enhancement, Updates, and Support.
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