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ePerformance Roundtable Discussion. Loreen Inghram, HRMS ERP Systems Leader Ohio Farmers Insurance Company LoreenInghram@westfieldgrp.com 330-887-0295. Who should attend?. Anyone who is currently using ePerformance and wants to get some tips.

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eperformance roundtable discussion

ePerformance Roundtable Discussion

Loreen Inghram, HRMS ERP Systems Leader

Ohio Farmers Insurance Company

LoreenInghram@westfieldgrp.com 330-887-0295

who should attend
Who should attend?
  • Anyone who is currently using ePerformance and wants to get some tips.
  • Anyone considering implementing ePerformance
  • Anyone in the middle of implementation.
ohio farmers and me
Ohio Farmers and me
  • Ohio Farmers Insurance Company, also known as Westfield Group, is an insurance and financial services company out of Westfield Center, Ohio
  • We are on PeopleSoft HCM v 9.1 and PeopleTools v 8.52
  • Currently in the process of upgrading to PeopleTools v 8.53.
  • Will have DEMO environment of HCM v 9.2 available this summer. Possible implementation in 2015.
ohio farmers and me1
Ohio Farmers and me
  • 5+ years with Ohio Farmers
  • Current role is HRMS ERP Systems Leader
  • 15 years experience with PeopleSoft HR
  • Focus has always been with Benefits
eperformance at ohio farmers
ePerformance at Ohio Farmers
  • HRMS received a directive from Management to implement ePerformance within 9 months. There was no business case, no requirements, no business understanding of the system.
  • We use the ePerformance system to drive our Annual Incentive Program.
advantages of using eperformance
Advantages of using ePerformance
  • Everything is stored in one place and makes reporting easier
  • Documents can be transferred when employees transfer
  • You can maintain notes and pull them into your own self evaluation or the evaluation of a direct report.
challenges of using eperformance
Challenges of using ePerformance
  • Employees using the correct dates
  • Leaders and employees closing documents
  • Employees would like to be able to add attachments, currently only leaders can add them.
challenges of using eperformance cont
Challenges of using ePerformance, cont.
  • Timing out- Employees do not save often enough and lose data
  • Leaders acceptance of having to do document maintenance (transfers, cancellations, deletes)
  • Limited character space (changing with Tools 8.53)
challenges of using eperformance cont1
Challenges of using ePerformance, cont.
  • After completing the Establish Evaluation Criteria and the employee starts the Self Evaluation, they realize they need to change an objective or dimension
  • Educating employees to only have one document per year
  • Want to implement mid-year evaluations
customizations
Customizations
  • Review process “Approval Before EE Review Held” modified to remove the step “Mark Review Held.”
  • Removed Leaders ability to override the employee acknowledgement.
customizations1
Customizations
  • Transfers caused approval issues, so we created a customization to allow administrators to transfer a document to someone else (prior leader )for approval.
customizations2
Customizations
  • On Save, customized PeopleCode to evaluate practically every field for special characters that were copied and pasted from Word documents.
questions and talking points
Questions and Talking Points
  • We allow each Business Unit to have their own document types so they can create templates specific to their units. How do you use the Document Types?
  • Has anyone used the alternate user ID or reassign work feature for leaders who are out of the office for extended periods of time?
slide14

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APRIL 7-11, 2014

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