Add Items options Should Be Driven From Template Definition level on ePerformance document

(Doc ID 1590044.1)

Last updated on FEBRUARY 12, 2018

Applies to:

PeopleSoft Enterprise HCM ePerformance - Version 9 to 9.2 [Release 9]
Information in this document applies to any platform.


When adding an item on a performance document, three radio buttons display: add pre-defined item, add your own item, copy item from my documents. Is there a a setup at the template definition level to control which of these 3 options should be provided to the Managers/Employees ?

For some customers, they do not add pre-defined items in Profile Management as these cannot be modified. Therefore, they want to be able to control which radio buttons can be selected by employees/managers on their documents. In this case, only displaying 'create own' or 'copy from another' and not pre-defined.


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