After an agency has been successfully set up for electronic Official Personnel Folder (eOPF) submissions within the USA Performance system, administrators who have been granted the appropriate eOPF permissions will gain access to a new task. This task becomes visible once there are performance appraisals that are ready to be transmitted to the eOPF system. Additionally, administrators can access this functionality directly through the Admin tab by selecting the option labeled Submit Performance Appraisals to eOPF.
Access through Dashboard
- Please click Submit Performance Appraisal(s) to eOPF under Tasks Requiring My Attention in the Admin Tasks section.
Access through Admin
- Click Admin from the navigation bar. Click Submit Performance Appraisals to eOPF under System Configuration.
- The Submit Appraisals to eOPF page will open. Select the filters to apply to the eOPF transmission. Note: Minimum filters include at least one appraisal year selected and the eOPF Transmission Eligibility Status identified.
- The eOPF Transmission Eligibility Status filter allows identification of appraisals eligible or ineligible for transmission to eOPF based on the setting within the plan.
Click Generate Report.
- Review the filtered list of performance appraisals eligible or ineligible for eOPF.
- If Eligible is selected as the eOPF Transmission Eligibility Status, the administrator may make one or more performance plans ineligible. Similarly, if Ineligible is selected, the administrator may make one or more performance plans eligible.
- Click Select All to select all performance appraisals to change status or individual appraisals can be selected.
- Click Make Selected Plans eOPF Ineligible or Make Selected Plans eOPF Eligible based on the filtered performance appraisals.
Eligible
Ineligible
Optional: To export the list of employee appraisals based on filters, click Export. This will generate a CSV file in Excel to open, view, or save the report.
When the report generates, the administrator may also select performance appraisals to transmit. Click Select All to select all user appraisals for transmission or individual appraisals can be selected.
Click Submit to eOPF. You will receive a confirmation message. USA Performance will present a confirmation message on the page upon submission. USA Performance will transmit the selected performance appraisals to eOPF the following day at 12:00 AM ET. Transmitted appraisals are usually processed by eOPF within 24-48 hours after their submission. Click Cancel to cancel the submission from being sent to eOPF.