Performance Notes in PeopleSoft HCM are structured entries used to document key feedback and observations related to employee performance. These notes help track:<\/p>\n
- \n
- Observations (e.g., punctuality, collaboration)<\/li>\n
- Achievements (e.g., milestones, KPIs met)<\/li>\n
- Feedback (e.g., coaching, praise, corrective input)<\/li>\n
- Key performance events (e.g., project completions, incident resolution)<\/li>\n<\/ul>\n
<\/p>\n
Types of Notes:<\/strong><\/h3>\n
- \n
- Standalone Notes \u2013 General feedback not linked to a specific performance document.<\/li>\n
- Linked Notes \u2013 Directly attached to performance documents, specific sections, or items.<\/li>\n<\/ul>\n
Both employees and managers can create notes. Managers can document notes for their team members, while employees can self-record their own inputs.<\/p>\n
<\/p>\n
Access Points<\/strong><\/h2>\n
Managers<\/strong><\/h3>\n
- \n
- Navigate via Team Performance tile.<\/li>\n<\/ul>\n
<\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Navigation-MSS-300x133.png\")
Fig 1: Navigation for Performance Notes in MSS<\/figcaption><\/figure>\n <\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Navigation-MSS-Team-Performance-300x126.png\")
Fig 2: Fluid Performance notes Tile in MSS<\/figcaption><\/figure>\n <\/p>\n
- \n
- Use the ‘Add Notes’ hyperlink\/button to document feedback.<\/li>\n
- A Display Historical Notes toggle is available to review past entries.<\/li>\n<\/ul>\n
<\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Add-Note-and-Historical-Note-300x114.png\")
Fig 3: Add Notes through Performance Notes Tile (both MSS and ESS)<\/figcaption><\/figure>\n <\/p>\n
Example<\/strong>: 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.<\/p>\n
<\/p>\n
Employees<\/strong><\/h3>\n
- \n
- Access via Performance Dashboard.<\/li>\n
- Employees can add, view, and manage their own performance notes from intuitive Fluid tiles. (Same as the MSS)<\/li>\n<\/ul>\n
<\/p>\n
Adding a Performance Note<\/strong><\/h2>\n
Users (employee or manager) can add a note with the following fields:<\/p>\n
- \n
- Subject \u2013 Required field to summarize the note<\/li>\n
- Note Text \u2013 Rich text editor with formatting (bold, italic, bullet lists, etc.)<\/li>\n
- Link to Document \u2013 Optional, to tie the note to a specific ongoing performance evaluation<\/li>\n<\/ul>\n
<\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-4-1-300x126.png\")
Fig 4: Add note page<\/figcaption><\/figure>\n <\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Add-Note-main-300x134.png\")
Fig 5: Add Notes with data selected<\/figcaption><\/figure>\n <\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-6-2-300x89.png\")
Fig 6: Performance Note look alike<\/figcaption><\/figure>\n <\/p>\n
Notes can be private or visible within shared documents, encouraging collaborative evaluation and transparency.<\/p>\n
<\/p>\n
Managing Notes<\/strong><\/h2>\n
Notes are categorized under:<\/p>\n
Current Notes<\/strong><\/h3>\n
- \n
- Active notes tied to ongoing or recent performance documents.<\/li>\n<\/ul>\n
<\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Current-Notes-300x98.png\")
Fig 7: Current Notes Page<\/figcaption><\/figure>\n <\/p>\n
Historical Notes<\/strong><\/h3>\n
- \n
- Notes associated with completed\/cancelled documents or unlinked entries.<\/li>\n<\/ul>\n
<\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Notes-Move-to-Historical-300x114.png\")
Fig 8: Historical Notes<\/figcaption><\/figure>\n <\/p>\n
Available Actions<\/strong><\/h3>\n
- \n
- Edit \u2013 Modify existing notes (if permitted)<\/li>\n
- Move \u2013 Reassign standalone notes to different documents<\/li>\n
- Delete \u2013 Remove entries (based on role-based permissions)<\/li>\n<\/ul>\n
<\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Fig-9-Notes-Delete-Option-in-My-notes-300x121.png\")
Fig 9: Notes Delete Option in My notes<\/figcaption><\/figure>\n <\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Notes-Deletion-2-300x101.png\")
Fig 10: Notes delete option in Current Notes<\/figcaption><\/figure>\n <\/p>\n
- \n
- Transfer \u2013 Shift notes to another manager in case of a role change<\/li>\n<\/ul>\n
<\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Notes-Transfer-300x112.png\")
Fig 11: Transfer notes to another supervisor<\/figcaption><\/figure>\n <\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Screenshot-2025-06-11-161804-300x118.png\")
Fig 11.2: Transfer notes to another supervisor<\/figcaption><\/figure>\n <\/p>\n
![\"Fluid](\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/Notes-Transfer-2-300x97.png\")
Fig 11.3: Transferring Note image<\/figcaption><\/figure>\n <\/p>\n
Manager Transfer Scenarios<\/strong><\/h3>\n
When a performance document or employee is reassigned to a new manager:<\/p>\n
- \n
- Notes can be transferred manually by the HR admin or previous manager.<\/li>\n
- If not transferred, they appear as standalone historical notes.<\/li>\n
- In system-triggered transfers (e.g., due to organizational realignment), notes are not transferred by default.<\/li>\n<\/ul>\n
(The transfer images can be referred in the above points)<\/p>\n
Ensures clean audit trails and data separation while still preserving access to historical performance inputs.<\/p>\n
<\/p>\n
Business Value and Benefits<\/strong><\/h2>\n
Key Benefits for Organizations:<\/strong><\/h3>\n
- \n
- Continuous Feedback Culture:<\/strong> Encourages timely documentation of achievements and coaching moments.<\/li>\n
- Managerial Accountability:<\/strong> Supports comprehensive performance reviews through continuous tracking.<\/li>\n
- Mobility and Accessibility:<\/strong> Users can access, record, or review notes from any device with Fluid UI.<\/li>\n
- Audit & Compliance:<\/strong> Maintains a secure and traceable history of performance interactions.<\/li>\n
- Smooth Transitions:<\/strong> Streamlines information flow during role or organizational changes.<\/li>\n<\/ul>\n
<\/p>\n
Conclusion<\/h2>\n
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 \u2014 critical for effective performance evaluations.<\/p>\n
<\/p>\n
Looking to enhance your PeopleSoft HCM with Fluid Performance Notes?<\/strong><\/h2>\n
At Kovaion, we specialize in helping organizations implement and optimize the latest PeopleSoft features\u2014including 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.<\/p>\n
Streamline employee feedback, enable continuous coaching, and build a culture of transparency with our tailored PeopleSoft services.<\/p>\n
Connect with our team today and see how Kovaion can elevate your PeopleSoft HCM experience.<\/p>\n
<\/p>\n
FAQs: Fluid Performance Notes in PeopleSoft HCM PUM 52<\/strong><\/h2>\n
<\/p>\n
1. What are Fluid Performance Notes in PeopleSoft HCM?<\/strong><\/h3>\n
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.<\/p>\n
<\/p>\n
2. How can managers and employees use Performance Notes effectively?<\/strong><\/h3>\n
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.<\/p>\n
<\/p>\n
3. Can Performance Notes be linked to performance documents?<\/strong><\/h3>\n
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.<\/p>\n
<\/p>\n
4. Are Performance Notes visible to employees when created by managers?<\/strong><\/h3>\n
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.<\/p>\n
<\/p>\n
5. How does the Fluid UI improve the performance note experience?<\/strong><\/h3>\n
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.<\/p>\n
<\/p>\n
6. What happens to notes when an employee changes managers?<\/strong><\/h3>\n
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.<\/p>\n
<\/p>\n
7. What are the business benefits of using Fluid Performance Notes in PeopleSoft?<\/strong><\/h3>\n
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.<\/p>\n
<\/p>\n
8. How can Kovaion help with implementing Fluid Performance Notes?<\/h3>\n
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.<\/p>\n","protected":false},"excerpt":{"rendered":"
Introduction: What Are Performance Notes? Performance Notes in PeopleSoft HCM are structured entries used to document key feedback and observations related to employee performance. These notes help track: Observations (e.g., punctuality, collaboration) Achievements (e.g., milestones, KPIs met) Feedback (e.g., coaching, praise, corrective input) Key performance events (e.g., project completions, incident resolution) Types of […]<\/p>\n","protected":false},"author":1,"featured_media":22084,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-32074","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/32074","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/comments?post=32074"}],"version-history":[{"count":1,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/32074\/revisions"}],"predecessor-version":[{"id":32075,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/32074\/revisions\/32075"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/media\/22084"}],"wp:attachment":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/media?parent=32074"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/categories?post=32074"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/tags?post=32074"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Managerial Accountability:<\/strong> Supports comprehensive performance reviews through continuous tracking.<\/li>\n
- Continuous Feedback Culture:<\/strong> Encourages timely documentation of achievements and coaching moments.<\/li>\n
- Transfer \u2013 Shift notes to another manager in case of a role change<\/li>\n<\/ul>\n
- Notes associated with completed\/cancelled documents or unlinked entries.<\/li>\n<\/ul>\n
- Active notes tied to ongoing or recent performance documents.<\/li>\n<\/ul>\n
- Navigate via Team Performance tile.<\/li>\n<\/ul>\n