ePerformance Notes Transferred to New Manager Not Viewable in Current Documents (Doc ID 1637978.1)

Last updated on SEPTEMBER 01, 2015

Applies to:

PeopleSoft Enterprise HCM ePerformance - Version 9.1 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

In ePerformance 9.1/9.2, when transferring a note from one manager to another, the new manager cannot access the note under the Writing Tools feature.

Steps:
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1.- As a manager, add a note for any performance document for an employee.
2.- Transfer this note from one manager to another.
3.- The new manager can access the note under the Maintain Performance notes page.
4.- Transfer the employee used in step 1 to the position related to the new manager.
5.- As the new manager, create a new document for the employee used in step 1, using a template where the Writing Tools feature is displayed in a editable field.
6.- Under Current Documents page, when editing or filling the performance document created in the prior step, the new manager cannot access the note when using the Writing Tools feature. The note is not displayed.

 

Cause

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