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Explore the new Fluid Performance Notes in PeopleSoft HCM PUM 52. Learn how managers and employees can document, track, and manage performance feedback seamlessly—enhancing transparency, continuous coaching, and performance evaluations.
Performance Notes in PeopleSoft HCM are structured entries used to document key feedback and observations related to employee performance. These notes help track:
Both employees and managers can create notes. Managers can document notes for their team members, while employees can self-record their own inputs.
Fig 1: Navigation MSS
Fig 2: Navigation MSS – Team Performance
Fig 3: Add Note and Historical Note
Example: A manager selects an employee (e.g., Cynthia Adams), enters a subject and notes, and links it to a specific document. These notes become visible to the employee, enhancing transparency.
Users (employee or manager) can add a note with the following fields:
Fig 4:
Fig 5: Add Note – Main
Fig 6:
Notes can be private or visible within shared documents, encouraging collaborative evaluation and transparency.
Notes are categorized under:
Fig 7: Current Notes
Fig 8: Notes – Move to Historical
Fig 9: Performance Docx – Notes – Nav 1
Fig 10: Notes – Deletion 2
Fig 11: Notes – Transfer
Fig 12:
Fig 13: Notes Transfer 2
When a performance document or employee is reassigned to a new manager:
(The transfer images can be referred in the above points)
Ensures clean audit trails and data separation while still preserving access to historical performance inputs.
Fluid Performance Notes offer a modernized, user-centric way of managing performance input in PeopleSoft HCM. With mobile access, flexible permissions, and integration with performance documents, it empowers both employees and managers to maintain a consistent and insightful feedback loop — critical for effective performance evaluations.
At Kovaion, we specialize in helping organizations implement and optimize the latest PeopleSoft features—including the new Fluid Performance Notes introduced in HCM PUM 52. Whether you’re planning a new rollout or want to improve your current performance management process, our experts ensure a smooth, value-driven transformation.
Streamline employee feedback, enable continuous coaching, and build a culture of transparency with our tailored PeopleSoft services.
Connect with our team today and see how Kovaion can elevate your PeopleSoft HCM experience.
Fluid Performance Notes are user-friendly, mobile-enabled tools introduced in PeopleSoft HCM PUM 52 that allow both managers and employees to document real-time performance feedback. These notes help track observations, achievements, coaching input, and key performance events for a more comprehensive and ongoing performance review process.
Managers can use the Team Performance tile in Manager Self Service (MSS) to add, view, and manage notes about team members. Employees access their own notes via the Performance Dashboard in Employee Self Service (ESS). Both roles can categorize notes as current or historical, and link them to performance documents for better context and transparency.
Yes, PeopleSoft Fluid Performance Notes can be linked to specific performance documents, sections, or items. This allows managers and employees to align feedback with formal reviews, helping create a continuous and collaborative performance evaluation process.
Yes, notes can be made visible to employees, promoting transparency and real-time feedback. Managers also have the option to keep notes private, depending on organizational policies and permissions configured in the system.
The Fluid UI provides a mobile-responsive, intuitive interface that enables users to create, edit, and manage performance notes from any device. This enhances accessibility and encourages more frequent documentation of feedback, regardless of location.
When an employee or document is reassigned, notes can be manually transferred by the previous manager or HR admin. If not transferred, they appear as standalone historical notes. This ensures data integrity while maintaining a record of past performance inputs.
Implementing Fluid Performance Notes supports a continuous feedback culture, enhances performance reviews, enables transparent documentation, and ensures smooth transitions during role changes. It also helps meet audit and compliance requirements with secure, traceable note history.
Kovaion offers end-to-end PeopleSoft HCM services, including feature rollouts like Fluid Performance Notes. Our experts help configure, customize, and train your HR teams to fully utilize this functionality, ensuring a smooth transition and measurable business value.
Connect with us for PeopleSoft End-to-End Implementation, Enhancement, Updates, and Support.
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