Performance Document- Change Performance Document Due Date Task

Here are some guidelines that you need to keep in mind when changing the due date for a performance document:

• You can edit the due date of any task within a performance document that isn’t completed or canceled.

• You can search for any performance documents and workers to whom you have access.
• You can’t search for your own performance documents.
• You can use the ORA_HRA_MASS_UPD_TASK_REASON lookup to list reasons that HR specialists can choose when changing the due date.

In Oracle Cloud Performance Management, changing the due date for a Performance Document is essential when deadlines need to be extended or adjusted due to organizational changes, employee availability, or shifting priorities.

Here’s how you can change the due date for a performance document task:

Steps to Change the Performance Document Due Date:

1. Log in to Oracle Cloud

• Use your administrator or performance management specialist credentials.

2. Navigate to Performance Management

• From the Home page, click on the Navigator menu.
• Under the My Client Groups section, click on Performance.

3. Access Manage Performance Documents

• In the Performance area, click on Manage Performance Documents.
• This section allows you to view and manage active performance documents for employees or the organization.

4. Select the Relevant Performance Process

• In the Manage Performance Documents area, select the performance process (e.g., Annual Review 2024).
• Find the specific performance document that needs its due date adjusted.

5. Open the Performance Document for Editing

• Click on the Edit or Actions button next to the performance document you want to modify.
• Select Edit Performance Template or Edit Process to access the configuration of the document.

6. Change the Due Date for the Task

• In the performance document setup, locate the section that manages task deadlines or due dates.
• You will see various tasks associated with the performance document, such as:
  • Goal Setting
  • Self-Evaluation
  • Manager Evaluation
  • Final Approval
• Click on the specific task whose due date needs to be changed.
• Enter the new due date for that task in the appropriate field.

7. Save Changes

• After updating the due date, click Save or Submit to apply the changes.
• The new due date will now be reflected in the performance document, and the employees or managers involved will see the updated deadline.

8. Notify Employees and Managers (Optional)

• Depending on your organization’s settings, Oracle Cloud may automatically notify affected users of the new due date.
• You can also manually communicate the deadline extension by sending an email or an internal announcement.

9. Review and Adjust Other Tasks (Optional)

• If the due date change affects other tasks (e.g., if a self-evaluation is extended, the manager’s evaluation may also need more time), adjust the deadlines for other related tasks to ensure a smooth workflow.

10. Monitor the Performance Process

• Continue to monitor the performance process through the Manage Performance Documents section to ensure the tasks are completed by the new deadlines.

Example of Due Date Changes:

• Self-Evaluation Deadline: Originally due on November 30, now extended to December 15.
• Manager Evaluation Deadline: Adjusted from December 10 to December 20 to accommodate the new self-evaluation deadline.

Summary:

• Navigate to Manage Performance Documents and open the relevant performance document.
• Modify the due date for a specific task in the performance process.
• Save the changes, and notify employees or managers about the new deadline.
• Review other tasks if necessary to ensure a smooth workflow.

Changing the due date ensures that performance evaluations can be completed on time without rushing or missing critical inputs.