In Oracle Cloud Performance Management, sending email notifications ensures that employees and managers are informed about key actions or deadlines related to performance documents, such as goal setting, self-assessments, manager evaluations, or overall performance review periods.
Oracle Cloud typically automates many of these notifications, but as an administrator, you can configure and manage them to ensure proper communication throughout the performance process.
Steps to Send or Configure Email Notifications:
1. Log in to Oracle Cloud
- Use your administrator credentials to log in.
2. Navigate to Performance Management
- From the Home page, go to the Navigator menu.
- Under the My Client Groups section, click on Performance.
3. Access the Setup and Configuration for Notifications
- In the Performance section, locate and click on Performance Template Administration or Manage Performance Process Flows.
- These sections allow you to configure notifications for specific performance processes, including when and how emails are sent.
4. Select the Performance Process
- Choose the performance process for which you want to configure or trigger email notifications (e.g., Annual Review 2024, Mid-Year Review).
- Each process will have multiple stages, such as Self-Evaluation, Manager Evaluation, Calibration, etc.
5. Configure Notification Settings
- In the performance process setup, locate the Notifications or Communication section.
- Here, you can configure the email notifications that are sent out at different stages of the performance cycle:
- Goal Setting Reminder: Notify employees and managers to set or update goals.
- Self-Evaluation Notification: Inform employees when it’s time to complete their self-assessment.
- Manager Evaluation Notification: Notify managers when it’s time to review and assess their team members.
- Due Date Reminders: Send reminders for upcoming deadlines, such as completing evaluations.
- Completion Notification: Notify employees when the performance cycle is complete, including final results or ratings.
- Ensure that the email templates and frequency settings are aligned with your organization’s communication policies.
6. Customize Email Templates
- You can customize the content of the email notifications by editing the notification templates:
- Go to Manage Notification Templates.
- Select the specific template (e.g., Self-Evaluation Reminder).
- Modify the subject line, body text, and other message elements to suit your organization’s tone and communication needs.
7. Activate or Enable Notifications
- Ensure that email notifications are enabled for the performance process you’re managing.
- Activate the notifications by turning on the relevant toggles or settings.
- You may also choose to send ad-hoc notifications for specific purposes if immediate communication is required.
8. Send Notifications Manually (Optional)
- In some cases, you may want to send out performance-related email notifications manually:
- Go to Scheduled Processes.
- Search for the Send Notifications process related to performance management.
- Run the process to trigger email notifications for all eligible employees or managers in the current performance cycle.
9. Monitor Notification Delivery
- After configuring and sending notifications, you can monitor the delivery status and review logs for successful email sending.
- If any issues arise (such as delivery failures or missing notifications), troubleshoot the email setup in the Notification Templates or Communication sections.
Types of Notifications:
- Self-Evaluation Deadline: “Please complete your self-evaluation by [Date].”
- Manager Review Reminder: “The performance review for your team is due by [Date].”
- Goal Setting Deadline: “Please set your performance goals by [Date].”
- Performance Document Finalization: “Your performance review for [Year] has been completed.”
Summary:
- Navigate to Performance Template Administration or Manage Performance Process Flows to configure notifications.
- Set up email reminders and alerts for key performance stages (goal setting, evaluations, deadlines).
- Customize email templates as needed and ensure notifications are enabled.
- Optionally, manually trigger notifications through Scheduled Processes.
By managing email notifications, you ensure that all stakeholders are informed and deadlines are met throughout the performance management cycle, promoting engagement and timely completion of reviews.