In Oracle Cloud Goal Management, managing scheduled processes for performance goals is essential for automating tasks like goal alignment, goal progress updates, and batch processing of performance-related data. Scheduled processes help streamline the performance management cycle by running tasks at predefined intervals or on-demand.
Steps to Manage Scheduled Processes for Performance Goals:
1. Log in to Oracle Cloud
- Use your administrator credentials to log in to Oracle Cloud.
2. Navigate to Scheduled Processes
- From the Navigator menu, select Tools and then click on “Scheduled Processes”.
- You can also search for “Scheduled Processes” in the search bar if it is not directly visible.
3. Search for Performance Goal-Related Processes
- In the Scheduled Processes page, use the Search bar to find performance goal-related processes. Some common processes related to goal management include:
- Evaluate Performance Goals: Updates goal evaluations.
- Align Performance Goals: Cascades or aligns goals across teams or individuals.
- Goal Progress Calculation: Calculates progress for all goals in the system.
- You may also see other custom processes specific to your organization’s performance goal configuration.
4. Schedule a New Process
- To schedule a new process, click the “Schedule New Process” button.
- In the Name field, type the name of the performance goal-related process (e.g., Evaluate Performance Goals or Calculate Goal Progress).
- Click OK to proceed.
5. Set Process Parameters
- Once you select the process, configure the necessary parameters. These could include:
- Goal Set: Specify which goal set or group of goals the process should run for.
- Date Range: Select the date range for which the performance goals are applicable.
- Employees or Teams: Choose if the process should apply to specific individuals, departments, or the entire organization.
6. Define Scheduling Options
- After setting the parameters, you will need to configure the scheduling options. You can choose to run the process:
- Immediately: To run the process right away.
- On a Recurring Schedule: Specify a frequency (e.g., daily, weekly, monthly) for running the process automatically.
- At a Future Date: Schedule the process to run at a specific time in the future.
7. Submit the Process
- Once you’ve configured the parameters and scheduling, click Submit to schedule the process.
- The system will execute the process according to the specified schedule.
8. Monitor Process Status
- After submitting the process, go back to the Scheduled Processes page to monitor the status of the scheduled process.
- Use the refresh button to update the list and see if the process has completed successfully or if there were any errors.
- You can view details by clicking on the Process ID, which will show logs and results of the process.
9. Manage and Modify Scheduled Processes
- If you need to modify or cancel a scheduled process:
- Go to the Scheduled Processes page.
- Find the process in the list, select it, and choose to Reschedule, Edit, or Cancel.
- Modify the scheduling details or parameters as needed.
10. Review Results
- Once the process is completed, review the results by checking the logs or reports generated by the process. This helps you ensure that the goals were properly updated or aligned based on the performance cycle requirements.
Common Scheduled Processes for Performance Goals:
- Goal Evaluation: Runs the process to update or recalculate evaluations based on completed goals.
- Progress Calculation: Automates the calculation of goal progress for employees or groups.
- Goal Alignment: Aligns goals across different teams or cascades organizational goals to individuals.
- Batch Update of Goals: Updates a large number of goals or performance data across the system.
Summary:
- Navigate to Scheduled Processes from the Tools menu to manage, schedule, and monitor processes related to performance goals.
- You can search for existing processes, configure parameters for a new process, set schedules, and monitor execution.
- Processes like Evaluate Performance Goals, Align Performance Goals, and Goal Progress Calculation help automate goal management tasks.
Scheduled processes ensure that performance goals are managed consistently and efficiently, supporting large-scale updates and progress tracking across your organization.