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ePerformance Roundtable Discussion

Loreen Inghram, HRMS ERP Systems LeaderOhio Farmers Insurance Company

LoreenInghram@westfieldgrp.com 330-887-0295

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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.

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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.

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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

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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.

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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.

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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.

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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)

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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

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Customizations• Review process “Approval

Before EE Review Held” modified to remove the step “Mark Review Held.”

• Removed Leaders ability to override the employee acknowledgement.

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Customizations• Transfers caused approval issues, so we created a customization to allow

administrators to transfer a document to someone else (prior leader )for approval.

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Customizations• On Save, customized

PeopleCode to evaluate practically every field for special characters that were copied and pasted from Word documents.

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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?

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APRIL 7-11, 2014Sands Expo and Convention CenterLas Vegas, Nevada

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