Guide to Using the ePerformance System
Before the Cycle Starts
Do you have PeopleSoft access? All employees with an active UC Davis Health computer account should have access to PeopleSoft. If you do not or have never logged in, go to the PeopleSoft production site and sign in using your UC Davis Health computer account username and password. A PeopleSoft account will be automatically created for you.
Note: Employees who do not have a UC Davis Health computer account and cannot get PeopleSoft access should meet with their evaluator to discuss the best method of providing a self-assessment and future goals.
- Quick Reference Guide for Employees: A one-page guide to get you started with your self-appraisal
- ePerformance Process Overview: An overview that explains each step of the self-appraisal process
- Access to ePerformance System
Saving Your Work
Save your document regularly throughout your working session. The “save for later” button is located at the bottom of each document. Saving as you go such as, every 15 minutes or after completing a paragraph, is a good practice to follow when using any web-based application.
How do I know if my work was really saved?
When you click the “save for later” button, you will be prompted to confirm the action with an OK button. You will also be returned to the main documents screen once this action has been completed. This confirms that your content was saved.
For supervisors and managers, if you are taken to the top of your document when attempting to save, this means that there is required information missing in one or more sections. Please check for error messages that appear in red at the top of the page. Once you satisfy the requirement(s) select the save button again.
The application times out after 30 minutes of inactivity
The current configuration of the application provides a five-minute warning prior to being timed out if there has been 25 minutes of inactivity. Unfortunately, adding content to a text box is not considered being ‘active’ in the system as you are not moving from one page to another or clicking buttons. If you do not confirm the warning message, you will be timed out. If you have not used the save button during this period, your work will be lost.
Optional use of a Word document
You may choose to craft your appraisal information in a Word document and then cut/paste into the online form. Editing in Word allows you to control the character count and prevent any data loss due to system timeouts.
In the event you lose internet connectivity or are "timed out” while adding content to the electronic document, your work is not lost in total because you can go back to this source document and simply cut/paste again into the application form. All text boxes in the electronic document are limited to 3,300 characters in length (including spaces)
If you have questions about the performance management process or the online forms, please contact the support desk.
Printing an ePerformance Document from Internet Explorer
You can print a performance document using the browser print button, although the font will be rather small. If you need it to be larger, use this method (currently only works with Internet Explorer).
- Open the evaluation and click on the Printable Performance Document link (located at bottom of page)
- Select Edit > Select All
- File > Print Preview
- From middle drop-down box, select As Selected on Screen
- Use the next box on the right to select your font size
- And then Print
- What is ePerformance?
PeopleSoft ePerformance is a web-based, self-service, performance management solution that will streamline and improve the evaluation process.
- What are performance documents?
Performance documents are employee evaluation forms which supervisors and employees complete together in order to document and evaluate employee performance.
- Do I have to use ePerformance?
Yes, paper evaluations will no longer be used. All supervisors will be completing employee evaluations online.
- Why are we changing the evaluation process?
The process is not changing, only the method in which evaluations are completed and submitted is changing.
- Have the review periods changed?
No, the review cycles will remain the same as previous years. Visit the Due Dates page to read more about the review cycles.
System Access and Setup
- What if I don't have access to PeopleSoft?
Any employee with a UC Davis Health computer account can get access to PeopleSoft. Simply access the PeopleSoft production site and sign in using your computer account user name and password. A PeopleSoft account will be created for you immediately.
- What if I can’t see the Performance Management module in Manager Self Service?
Send an email to Hsfirstname.lastname@example.org to have your access reviewed. Include your name, employee ID and description of the issue.
- Who do I contact if I am having technical difficulties with ePerformance?
Send an email to Hsemail@example.com with a detailed description of your issue.
- Some employees do not have access to a computer. How do they review their performance evaluation?
You can sit with your supervisor/manager at their computer and make changes together. Another option is to work from a printed/hard copy of the performance evaluation.
- Does my manager need to provide me with a copy of my performance document?
No, your manager is no longer required to provide you with a hard copy of the document but can upon request. You have the ability to view your performance documents at any time in PeopleSoft.
- What are performance notes?
The Performance Notes feature provides employees, supervisors and managers with the ability to document performance-related information within the ePerformance module at any time during the year. Performance Notes can only be viewed by the person entering them but as with any document on a UC Davis Health system, the notes are the property of the UC Davis Medical Center.
- Who can see my evaluation?
You, your supervisor, all upper managers in your reporting chain, and the Human Resources Performance Administrator will be able to see your performance evaluation.
- Can I edit or delete a performance note after it has been saved in the system?
You can edit a performance note in the system.
- May I attach documentation such as performance improvement plans or proof of accomplishments in order to support the rating?
This is currently being considered and we hope to have this functionality in the future. We will provide updates as progress is made.
What happens if I move to a new department or change supervisors during the year?
If the evaluation period has begun and a performance evaluation has been started for you, it can easily be transferred to your new supervisor. Your current supervisor can also transfer the evaluation to the previous supervisor to solicit feedback. Completed evaluations cannot be transferred to a new supervisor or dept but employees will always be able to view their own evaluations online.
How will my manager schedule a review time with me?
Your manager or supervisor will contact you to schedule a review time to discuss the document.
- How do I sign the performance document?
Written signatures are no longer needed. You will sign the electronic performance document by acknowledging the document in PeopleSoft.
- What if I refuse to acknowledge a performance document in the system?
If you refuse to acknowledge a performance document in the system, your manager will be required to acknowledge the document on your behalf, adding a note that the employee refused to acknowledge. Acknowledgement simply indicates that you have been provided the opportunity to read your review and comment on it. It does not indicate that you agree with it.
- How will I know that the performance process has been completed in the system?
Once you review the evaluation with your supervisor and acknowledge the review within PeopleSoft (or the supervisor acknowledges it on your behalf), your supervisor will submit the document for approval and the document status will change to Complete.
- Why can't I see my performance document?
All performance documents are cycle specific and may only be viewed during your actual review period. Visit the Due Dates page to read more about the review cycles.