Guide to Using the ePerformance System

Things to do before the cycle starts

Do you have PeopleSoft access?  

All employees with an active UCDHS computer account should have or can get PeopleSoft access.  If you do not have access to PeopleSoft or have never logged in, go to the PeopleSoft Production site and sign in using your UCDHS computer account username and password.  A PeopleSoft account will be automatically created for you.

Note: Employees who do not have a UCDHS 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.  

Saving Your Work

Save your document regularly throughout your working session.  The ‘Save for Later’ button is located at the bottom of each document.  It is important to incorporate in your working process the regular use of the "Save" button.  Saving as you go (e.g.; every 15 minutes or after completing a paragraph) is a good practice to follow when using any web-based application as the internet is not 100% reliable.  

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 does provide a 5 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 will be easier, allow 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 3300 characters in length (including spaces) 


If you have questions about the performance management process or the online forms, please contact the support desk at: 

Printing an ePerformance Document from Internet Explorer

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).

1. Open the evaluation and click on the Printable Performance Document link (located at bottom of page)
2. Select Edit > Select All
3. File > Print Preview
4. From middle drop-down box, select As Selected on Screen
5. Use the next box on the right to select your font size
6. And then Print

Supplemental content

Printing Guide