Author name: Megan

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 …

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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 …

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Save time by processing performance documents for multiple employees at the same time using the Process Mass Actions for Performance Documents administration task. The actions are available at My Client Groups > Performance > Process Mass Actions for Performance Documents > Add. After you submit a process, you can query and filter them using the submission …

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HR specialists and managers can transfer worker performance documents from one manager to another. For example, they can transfer the performance document when a worker is assigned to a new manager, or the current manager leaves the organization. When a worker has more than one document, the HR specialist and manager can transfer the documents …

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Create Standard Performance Document As an HR specialist, you can create standard performance documents in different ways: By using the Create Performance Document administration task for specific workers By using the Process Mass Actions for Performance Documents task for groups of workers While running the eligibility batch process (only if an eligibility profile is associated with the performance document …

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As an HR specialist can change the due date of any task in the performance document. Based on the number of performance documents you want to update, use these options: Use the Change Due Date option in the Actions menu on the Performance Documents page: This allows you to change the due dates for a …

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Cancel Performance Documents HR specialists and managers can cancel a performance document to remove it from the performance management process. This table shows how HR specialists and managers can cancel a performance document. HR Specialists Go to My Client Groups > Performance > Performance Documents. Search for and select the performance documents. From the Actions menu, select Cancel. Managers Go to My …

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Complete Performance Documents Human resource (HR) specialists and managers can change a performance document to Completed status even when all tasks aren’t completed in the document. They can complete performance documents when, for example, managers or employees refuse to acknowledge documents or leave the organization, thus halting the document processing. This table shows how HR …

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