In Oracle Cloud Performance Management, searching for an organization’s performance documents allows HR administrators, managers, or performance management specialists to track and review performance processes for all employees within the organization. You can search for specific performance documents based on various filters like employee name, department, document type, or review period.
Steps to Search for an Organization’s Performance Documents:
1. Log in to Oracle Cloud
- Use your administrator or performance manager credentials to log in.
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 section, click on Manage Performance Documents.
- This section allows you to search for and manage performance documents within the organization.
4. Specify Search Criteria
- Once you are in the Manage Performance Documents area, you will see various fields to help you filter the search for performance documents.
- You can search using several criteria, such as:
- Employee Name or ID: Search for performance documents of a specific employee.
- Performance Document Name: If you know the specific performance review name (e.g., “2024 Annual Review”), you can enter it here.
- Review Period: Select the date range or review period to narrow the search.
- Document Status: Search for documents based on their status (e.g., In Progress, Completed, Not Started).
- Manager: Filter by manager to view documents for a specific manager’s direct reports.
- Department or Business Unit: Narrow your search by department, business unit, or location.
- Document Type: Search by type, such as Annual Review, Mid-Year Review, etc.
5. Run the Search
- After entering your desired search criteria, click on Search.
- The system will display a list of performance documents that match the search parameters.
6. View or Edit Performance Documents
- From the search results, you can click on individual performance documents to view details, progress, and status.
- If you have the necessary permissions, you can also edit or update performance documents directly from this screen.
7. Export or Report on Search Results (Optional)
- If you need to generate reports or share the results, you can export the list of performance documents.
- Some systems may allow you to export the results in formats like Excel or PDF for further analysis or distribution.
8. Track Performance Document Progress (Optional)
- You can also use this feature to monitor the progress of performance evaluations, seeing who has completed their reviews and who still needs to submit their self-assessment or manager evaluation.
Example Search Scenario:
- Employee Name: John Doe
- Performance Document: 2024 Annual Review
- Status: In Progress
- Department: Sales
- Review Period: January 2024 – December 2024
Summary:
- Navigate to Manage Performance Documents to search for specific performance documents within the organization.
- Filter your search based on employee name, document type, review period, department, and other criteria.
- View or edit the performance documents as needed, and optionally export the search results for reporting purposes.
This process helps you track and manage performance documents effectively, ensuring all employees are included in performance reviews and that deadlines are met.