EPMS Quick Reference and Troubleshooting Guide

Overview

This quick reference guide provides fast access to common EPMS tasks, navigation shortcuts, and solutions to frequently encountered issues. Use this as your go-to resource for immediate answers and problem resolution.

Who this is for: All EPMS users seeking quick answers, navigation help, and troubleshooting solutions

Quick Navigation Reference

Core Module Access

Module	Navigation Path	Key Functions
Dashboard	EPMS → Dashboard	Overview, widgets, quick actions
Performance Reviews	EPMS → My Performance → Reviews	Self-assessments, manager reviews
Goals Management	EPMS → My Performance → Goals	Goal creation, tracking, updates
Skills Tracking	EPMS → My Performance → Skills	Skills assessment, gap analysis
Development Plans	EPMS → My Performance → Development	Career planning, learning activities
360 Feedback	EPMS → Feedback → 360 Reviews	Multi-source feedback cycles
Continuous Feedback	EPMS → Feedback → Give/Receive	Ongoing feedback exchange
Merit Matrix	EPMS → Compensation → Merit Planning	Merit calculations, approvals

Manager-Specific Navigation

Function	Navigation Path	Purpose
Team Dashboard	EPMS → Team Management → Dashboard	Team performance overview
Team Reviews	EPMS → Team Management → Reviews	Review team member assessments
Team Goals	EPMS → Team Management → Goals	Monitor team goal progress
Feedback Management	EPMS → Team Management → Feedback	Team feedback oversight
Development Oversight	EPMS → Team Management → Development	Team development planning

Admin Functions

Task	Navigation Path	Access Level
Module Configuration	EPMS → System Administration → Settings	HR Admin
User Management	EPMS → System Administration → Users	HR Admin
Review Cycles	EPMS → System Administration → Cycles	HR Admin
Analytics Dashboard	EPMS → System Administration → Analytics	HR Admin
System Reports	EPMS → System Administration → Reports	HR Admin

Common Tasks Quick Reference

For Employees

Starting a Performance Review

1. Navigate to EPMS → My Performance → Reviews
2. Click on active review in "Pending Reviews"
3. Complete self-assessment sections:
   - Performance rating and examples
   - Goal reflection and progress
   - Development interests and priorities
4. Save progress (auto-saves every 2 minutes)
5. Submit when complete

Creating a New Goal

1. EPMS → My Performance → Goals
2. Click "Create New Goal"
3. Enter goal details:
   - Title and description
   - Category (Performance/Development/Project)
   - Success criteria and measurements
   - Target completion date
4. Submit for manager review
5. Begin tracking progress once approved

Updating Goal Progress

1. Access active goals dashboard
2. Select goal to update
3. Enter current progress percentage (0-100%)
4. Add progress notes and achievements
5. Identify obstacles or support needed
6. Save update (manager automatically notified)

Giving Continuous Feedback

1. Quick option: Dashboard → "Give Feedback" widget
2. Full option: EPMS → Feedback → Give Feedback
3. Select recipient and feedback type
4. Use STAR method (Situation, Task, Action, Result)
5. Focus on specific behaviors and impact
6. Submit (recipient notified immediately)

For Managers

Reviewing Team Member Performance

1. EPMS → Team Management → Reviews
2. Select employee review to examine
3. Read self-assessment thoroughly
4. Compare with your observations and data
5. Provide manager rating and detailed feedback
6. Schedule 1:1 discussion
7. Collaborate on goal setting and development
8. Submit completed review

Approving Team Goals

1. EPMS → Team Management → Goals
2. Review pending goal approvals
3. Assess goal quality (SMART criteria)
4. Check alignment with team/business objectives
5. Approve, modify, or request revisions
6. Provide feedback and guidance
7. Set up regular progress check-ins

Troubleshooting Common Issues

Access and Navigation Issues

Issue: Cannot Access EPMS

Symptoms: EPMS menu item missing or access denied
Solutions:

1. Verify EPMS app is enabled for your organization
2. Check user permissions with HR administrator
3. Clear browser cache and cookies
4. Try different browser or incognito mode
5. Contact IT support if permissions are correct

Issue: Missing Menu Items or Functions

Symptoms: Expected features not visible in interface
Solutions:

1. Check if specific modules are enabled (contact HR admin)
2. Verify role-based permissions for feature access
3. Ensure you’re in correct user context (employee vs. manager)
4. Refresh browser page
5. Log out and log back in

Issue: Page Not Loading or Slow Performance

Symptoms: EPMS pages timeout, load slowly, or display errors
Solutions:

1. Check internet connection stability
2. Clear browser cache and temporary files
3. Disable browser extensions temporarily
4. Try different browser (Chrome, Firefox, Safari)
5. Check system status with IT support

Review and Assessment Issues

Issue: Cannot Save Review Progress

Symptoms: Changes not saving, error messages on save
Solutions:

1. Check internet connection stability
2. Save sections individually rather than all at once
3. Copy content to clipboard before submitting
4. Clear browser cache and try again
5. Use different browser if problem persists

Issue: Review Not Appearing in Pending Items

Symptoms: Expected review cycle not showing up
Solutions:

1. Verify review cycle dates and your inclusion
2. Check with manager about review assignment
3. Contact HR administrator about cycle participation
4. Refresh browser and check again
5. Look in “Completed Reviews” if recently finished

Issue: Cannot Submit Completed Review

Symptoms: Submit button not working or grayed out
Solutions:

1. Ensure all required sections are completed
2. Check for validation errors (red text/highlights)
3. Save all sections before attempting to submit
4. Try submitting from different browser
5. Contact HR administrator if technical issue persists

Goals and Progress Tracking Issues

Issue: Goal Progress Not Updating

Symptoms: Progress percentages not saving or reflecting changes
Solutions:

1. Verify you have edit permissions for the goal
2. Check if goal is in correct status (Active vs. Draft)
3. Ensure progress percentage is between 0-100%
4. Save progress notes along with percentage
5. Contact manager if goal status issues persist

Issue: Cannot Create New Goals

Symptoms: “Create Goal” button missing or not working
Solutions:

1. Check if Goals Management module is enabled
2. Verify you have goal creation permissions
3. Ensure you’re not at maximum goal limit (if set)
4. Try creating goal from different browser
5. Contact HR administrator about permission settings

Issue: Manager Not Receiving Goal Notifications

Symptoms: Manager unaware of goal submissions or updates
Solutions:

1. Verify manager assignment in system
2. Check manager’s notification preferences
3. Ensure goal was actually submitted (check status)
4. Ask manager to check spam/junk email folders
5. Contact IT support about email delivery issues

Feedback and Communication Issues

Issue: Feedback Not Being Delivered

Symptoms: Recipients not receiving feedback notifications
Solutions:

1. Verify recipient’s email address in system
2. Check feedback was actually submitted (confirmation message)
3. Ask recipient to check spam/junk email folders
4. Verify recipient has active EPMS access
5. Contact IT support about notification delivery

Issue: Cannot Access 360 Feedback Survey

Symptoms: Survey link not working or access denied
Solutions:

1. Check if 360 feedback cycle is still active
2. Verify you were nominated as feedback provider
3. Use original email link rather than copied link
4. Clear browser cache and try again
5. Contact survey administrator for assistance

Issue: Continuous Feedback Not Showing Up

Symptoms: Given or received feedback not visible in dashboard
Solutions:

1. Check feedback date range filters
2. Verify feedback type filters (all types selected)
3. Refresh dashboard or clear browser cache
4. Ensure feedback was successfully submitted
5. Contact HR administrator if data missing

Skills and Development Issues

Issue: Skills Assessment Not Saving

Symptoms: Skills ratings or comments not being saved
Solutions:

1. Complete assessment sections fully before saving
2. Ensure proficiency ratings are selected for all skills
3. Save frequently during long assessment sessions
4. Check internet connection stability
5. Contact administrator if persistent saving issues

Issue: Development Plan Not Accessible

Symptoms: Cannot access or edit development plans
Solutions:

1. Verify Development Plans module is enabled
2. Check if you have active development plan
3. Ensure proper permissions for plan editing
4. Contact manager about development plan status
5. Contact HR administrator about module access

Data and Reporting Issues

Issue: Missing Performance Data

Symptoms: Historical performance data not visible
Solutions:

1. Check date range filters in reports/dashboards
2. Verify data was entered in previous cycles
3. Contact HR administrator about data migration
4. Check if viewing correct employee profile
5. Request data restoration if confirmed missing

Issue: Reports Not Generating

Symptoms: Analytics or reports showing errors or no data
Solutions:

1. Verify sufficient data exists for report parameters
2. Check date ranges and filter settings
3. Try generating simpler report first
4. Contact administrator about report configuration
5. Use export feature for basic data needs

Emergency Contacts and Escalation

When to Contact HR Administrator

• Module access and permission issues
• Review cycle problems or missing assignments
• Data integrity concerns or missing information
• System configuration questions
• User account management needs

When to Contact IT Support

• Technical performance issues (slow loading, errors)
• Browser compatibility problems
• Email notification delivery issues
• System connectivity problems
• General technical troubleshooting

When to Contact Your Manager

• Goal setting and approval questions
• Performance review guidance
• Development planning support
• Feedback interpretation and discussion
• Career progression conversations

Best Practices for Problem Prevention

Regular Maintenance

• Clear Browser Cache: Weekly clearing prevents many issues
• Update Browser: Keep browser updated for best compatibility
• Check Notifications: Regularly review email for EPMS updates
• Save Frequently: Save work in progress every few minutes
• Use Standard Browsers: Stick to Chrome, Firefox, or Safari for best experience

Data Management

• Complete Profiles: Keep personal and professional information current
• Regular Updates: Update goals and development plans consistently
• Backup Important Data: Copy important text to external documents
• Document Issues: Note problems with screenshots for support tickets
• Follow Workflows: Complete processes in recommended sequence

Communication

• Stay Informed: Read system announcements and updates
• Ask Questions Early: Contact support before problems become urgent
• Provide Feedback: Share user experience feedback with administrators
• Follow Guidelines: Adhere to organizational EPMS policies
• Collaborate Actively: Engage with managers and peers in the system

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Summary

This quick reference guide provides immediate answers to common EPMS questions and solutions to frequent problems. Keep this guide bookmarked for fast access to:

• Navigation shortcuts for all EPMS modules and functions
• Step-by-step processes for common tasks
• Troubleshooting solutions for typical issues
• Contact information for appropriate support channels

For detailed feature guidance, refer to the specific module articles linked in the related articles section.

Remember: When in doubt, save your work frequently and don’t hesitate to contact support for assistance.