Weil, Gotshal & Manges (Repeat Customer)

This worldwide law firm uses ePerformance to do reviews for support staff. In addition to adding functionality to the delivered project, we also redesigned the UI to put more information at the users' fingertips.

Feedback Reviews

While later versions of ePerformance allow non-managers to participate in the review process, the release they were on (8.8) did not. To solve this, we started by creating a new feedback template with the delivered building blocks. A few code changes to the performance review component enabled it to handle the new template type. Then we built a custom entry point for feedback reviews, where the attorneys could view a list of employees along with the status of their feedback. Finally, we created a component to allow supervisors to manage and track feedback, as well as send email notifications and reminders.

Manager Overview

With the addition of feedback reviews, managers now had an additional tool to help them create employee reviews. However, out of sight is out of mind, so we needed to incorporate the feedback reviews into the manager's main work list. This observation also helped highlight the fact that the delivered product (even in its current release) does not do a good job grouping and presenting information. Instead, it requires a lot of drilling down into separate screens. To solve this, we wanted to bring all the information about the employee—the self evaluation, the feedback reviews, the manager's notes, and the review itself—into one work list.

To present all of that information in one place, we used two tricks that worked out pretty well. The first is a concept called the h-grid. Each row in the grid starts with a folder, and clicking on the folder shows sub-rows below it that include all the supporting documents. The manager now has a work list of reviews and can click into each to see the supporting documents. The second trick was to be able to give some visibility to the documents without having to click into each. To accomplish this we used an Ajax-powered hover preview. When you hover over the link to a document, it shows a summary of the document in what looks like a large tool tip.

What can I say as a client? Todd was awesome. His work was untouchable. I hired him for our toughest PeopleSoft projects many times over three years. You cannot beat this guy.

— Cal, IT Manager