In Oracle Cloud Goal Management, Eligibility Profiles determine which employees are eligible for specific goal plans, performance reviews, or performance-related processes. Managing eligibility profiles ensures that only the appropriate employees are included in certain goal initiatives or review cycles based on their roles, locations, grades, or other attributes.
Steps to Manage Eligibility Profiles:
1. Log in to Oracle Cloud
- Use your administrator credentials to access Oracle Cloud.
2. Navigate to Goal Management
- From the Navigator menu, go to My Client Groups and select “Goal Management”.
- Alternatively, search for “Manage Eligibility Profiles”.
3. Access the Eligibility Profiles
- In the Goal Management section, select Manage Eligibility Profiles.
- This will take you to a page where all existing eligibility profiles are listed.
4. Create a New Eligibility Profile
- To create a new eligibility profile, click on Create.
- Enter the following details:
- Name: Provide a name for the eligibility profile (e.g., Managerial Staff 2024).
- Description: Optionally, provide a description to explain the purpose of the eligibility profile.
5. Define Eligibility Criteria
- Once you’ve named the profile, you’ll need to define the eligibility criteria. Eligibility can be based on various employee attributes, such as:
- Job Role: Specify the job roles (e.g., Managers, Directors, Engineers) that will be eligible.
- Grade: Include employees based on their grade or level within the organization.
- Location: Restrict eligibility to employees in specific geographic locations.
- Department: Target certain departments or teams.
- Business Unit: Apply eligibility based on the employee’s business unit.
- Employment Status: Define if the profile applies to full-time, part-time, or contract employees.
- Length of Service: You can also specify a minimum or maximum length of service for eligibility.
- Add any additional criteria as needed to narrow down the eligible employee group.
6. Assign Eligibility Profile to Goal Plan
- After creating the eligibility profile, you can assign it to specific Goal Plans or performance-related processes.
- This ensures that only employees who meet the eligibility criteria will have access to, or be evaluated in, the selected goal plan or performance process.
7. Edit or Update Existing Eligibility Profiles
- If you need to manage an existing eligibility profile, select it from the list and click Edit.
- You can adjust the eligibility criteria, rename the profile, or update the description.
8. Activate or Deactivate Profiles
- Once an eligibility profile is created or edited, you can activate it so that it applies to the current goal management cycle.
- If a profile is no longer needed, you can deactivate it, which removes it from any ongoing goal plans or processes.
9. Monitor and Audit Eligibility
- After applying the eligibility profile to a goal plan, monitor which employees are included and verify that the correct employees are eligible.
- If necessary, make adjustments to the eligibility criteria to ensure accuracy.
Example Use Cases for Eligibility Profiles:
- Managerial Goals: Create an eligibility profile for managers only, ensuring that leadership-level employees have specific performance goals aligned with their roles.
- Location-Based Performance Reviews: Set up eligibility profiles for employees in a particular region (e.g., US-based employees) to focus on region-specific goals.
- New Hire Goals: Define an eligibility profile for new employees (less than one year of service) to ensure they have appropriate onboarding and performance goals.
Summary:
- Navigate to Manage Eligibility Profiles in Goal Management.
- Create or edit profiles based on various employee attributes such as job role, grade, department, or location.
- Assign these profiles to specific goal plans to ensure the right employees are included in relevant performance processes.
- Activate, edit, or deactivate profiles as needed to manage ongoing goal management cycles.
Managing eligibility profiles ensures that performance goals and evaluations are targeted to the right employees based on your organization’s structure and strategic priorities.