Defining Sections

Select this check box to enable a rating assignment for the section, either by a system calculation or manually. A rating field appears in the section summary of each document created based on a template that includes this section. When the Rate check box is selected, a section summary rating must be specified (either by a system calculation or manually) in order to submit documents for approval.

The system enables this check box if Learning, None, or Overall Summary is selected in the Special Processing field.

Select the calculation method used for the section. Values include:

• Average

• Summation

• Review Band

The system enables this field if the Rate check box is selected and the Special Processing field is set to Learning, None, or Overall Section.

Select this check box to enable a manager to enter a preliminary rating for the performance document.

The system enables this check box if the Rate check box is selected and the Special Processing field is set to Overall Summary.

Select the default rating model for the section.

The system enables this field if the Rate check box is selected and the Special Processing field is set to Learning, None, or Overall Summary.

Select how values of the selected rating model are displayed on documents. Options are Drop-Down Box and Radio Buttons.

Select this check box to enable the section to have a weighting relative to the other sections in the document. A Weight Section field appears in the section summary.

The system enables this check box if the Rate check box is selected and the Special Processing field is set to Learning or None.

You cannot weight sections of a performance document when you select a calculation method of Summation or Review Band for the Overall Summary section and you elect to have the system calculate performance ratings. (You enter calculation instructions through the Template Definition component.)

Select one of these values to indicate how you want the system to display the rating options:

• Drop-Down Box

• Radio Buttons

Enter the minimum weight for the section. This field is used when ratings are calculated to ensure that the section weight cannot fall below a minimum value.

The system enables this check box if the Weight check box is selected.

Enter the default weight for a section. The system enables this check box if the Weight check box is selected.

This field determines the type of information that is entered in this section and how the system processes the information.

• Business Objectives – Select this option if you want this section to be connected to a business objective page to allow business objectives to be aligned and copied to a performance document.

• Career Plan Summary – Select this option to allow managers to view employee’s career planning information. Information available in this section is read-only, and managers can click the Update Employee Career Plan link to transfer to Manager Self Service and edit employees’ career planning data. For the Roles Rules sections that appear at the bottom of the section definition, only the Manager role is available for selection.

• Employee Comments – Select this option if this section is used by employees to enter and edit comments on the manager's performance evaluation when the evaluation status is Shared with Employee, Pending Acknowledgement, or Acknowledged.

  This type of special processing allows the employee to enter their comments regarding the manager's assessment of the employees performance on the Manager Evaluation.

  When selected, all fields on this page become unavailable.

• Learning– Select this option if this section is used by employees and managers to add or view learning information, and for administrators to view and search for learning information from Enterprise Learning Management. The system only enables the Rate and Weight check boxes.

  Note: The Oracle Business Intelligent Publisher (BI Publisher) report includes the Learning section.

• Manager Comments – Select this option if this section is used by managers to enter comments, in response to the employee's comments, on the performance evaluation when the evaluation status is Evaluation in Progress, Shared with Employee, Pending Acknowledgement, or Acknowledged. When selected, all fields on this page become unavailable.

• None – Select this option if no special processing options apply. Most likely, you'll select this option when creating a section for a mission statement, initiatives, goals and objectives, competencies, or responsibilities.

• Overall Summary – Select this option if this section contains the overall rating for the document. A document template can include only one section that is set to Overall Summary. When selected, all fields on this page except the Rate Section and Summary fields become unavailable.

• Signatures – Select this option if a predefined signature section appears on the printed version of the evaluation. This section consists of two signature rows: the first for the employee, the second for the manager. Each row includes a signature line and a date. To change the format of the signature lines in this section, modify the Text Catalog feature.

  When selected, all fields on the page except the Summary field become unavailable.

  Note: The Text Catalog entry for defining the signature format is APPR_MAIN1_INST2 for evaluations and APPR_BASE_SEC_DESC for the Establish Criteria document. The section type context key for both equals SIGN.

• eSignatures – Select this option if you want the system to record the date and time that the employee acknowledged the review and the date and time that the manager finalized the review. When a document is viewed or printed using Oracle Business Intelligence Publisher (BI Publisher) , the system displays the eSignature section with the employees name printed on the employee signature line along with the date and time the employee acknowledged the document. In addition the manager's name is printed on the manager signature line with the date and time the manager completed the document. The timing of the manager’s signature is dependent upon the review process selected on the template definition of the document.

  See Also Manager and Employee Signatures for the eSignature Section

Select this check box to allow the section to contain items. Most fields in the Items section become editable when you select this field.

The system displays the items you select on the Establish Criteria and Document pages, on the Template Definition - Content page, and on Performance or Development documents.

Select the content type from which content items (job attributes) are pulled when defining the criteria used to evaluate employee performance on the Template Definition - Content page. Valid options are any content types defined in the content catalog in the Manage Profiles business process. This field cannot be a content type that is defined only as a child of another content type.

Select to enable users to add free-form items to this section of a document or template. For example, managers might use this feature to add a list of courses that an employee should take. The system assigns an item sequence ID to each free-form item that is added. These items are not stored for reuse.

Click this link to access the Define Content Group page (EP_CONTENT_SEC) where you can select both a content group type and a content group. Selecting a content group type and content group determine what sections will appear on the Template Definition page. This information is set up in the content catalog.

See Understanding the Content Catalog.

Select this check box to enable a rating assignment for each section item. The Rating Model field appears on the Template Definition - Content page, and a rating field appears for each section item in each document created based on a template that includes this section. When the Rate check box is selected, a section item rating must be specified in order to submit documents for approval.

The Mandatory option does not control the behavior of the Rate option.

Select the name of the table that holds the content items that you want included in the section.

Select this check box to have the rating model for all items and subitems on the document template default to the section rating model.

The system enables this check box if a rating model is entered in the Rating Model field in the Section group box.

Select this check box to enable the item in the section to have a weighting relative to the other items in the section. A weight section field appears in the section summary.

You cannot weight sections of a performance document when you select a calculation method of Summation or Review Band for the Overall Summary section and you elect to have the system calculate performance ratings. (You enter calculation instructions through the Template Definition component.)

The system enables this check box if the Rate check box is selected.

Select this check box to indicate that content items can have a target proficiency rating assigned on the Template Definition - Content page. The target proficiency rating displays on the performance document for the content items. The system enables this check box if the Rate check box is also selected.

Select this check box if the document author cannot edit or delete items. This applies to all items, regardless of whether they are defined on the template or job profile.

Select this check box if items can have a minimum weighting. Minimum weights are entered on the Template Definition - Structure page.

During the evaluation process, managers can click an update link on the evaluation to edit the minimum weight.

Select this check box to display the Description field on the Template Definition - Content page and on the Performance or Development Document. When an item from the Content Catalog is added, the system displays the description associated with that item and it cannot be edited. If the item is manually added, you can edit the Description field unless the item is marked as mandatory on the Template Definition - Content page.

Select this check box to indicate that all check boxes and fields within the items group box can have a critical indicator.

Select this check box to have items include a due date on the document. For example, managers might enter a due date by which an employee must become proficient in a certain competency or attain a particular goal. During the evaluation process, managers can update the due date.

Measurements describe the standards against which performance is compared. When an item from the Content Catalog is added, the system displays the measurement associated with that item and it cannot be edited. If the item is manually added, you can edit the Measurement field.

Select this check box to have items contain the Owner field, which indicates who is responsible for the item: the employee or the manager. The flag is informational only; it does not cause any special processing to occur. During the evaluation process, managers can click an update link on the evaluation to edit the Owner field.

Select this check box if items can contain a reminder date on the document. During the evaluation process, managers can click an update link on the evaluation to edit the reminder date.

Select this check box if items on a document can include a field for entry of the percentage complete. Employees and managers can use this field to indicate progress towards certain goals.

Select this check box to allow items on a document to be flagged as being a stretch goal. This field is for informational purposes only.

Select this check box to display the Level Of Difficulty field. The Level of Difficulty field includes Basic, Intermediate and Advanced as its values. You can associate these values with the difficulty of an item. When an item from the Content Catalog is added, this field displays the level of difficulty associated with that item and you cannot edit the values. If the item is manually added, you can select the level of difficulty unless the item is marked mandatory on the Template Definition - Content page.

If you select Business Objectives in the Special Processing field, the system displays the Align Items and Links To fields.

Select the Align Items check box to align items in this section with business objectives. This field works in conjunction with the Links To field.

Select Any Section in the Links To drop down list box. On the performance document the system enables a user to associate a business objective to a specific item and displays the Alignment Chain icon, which a user can click to view how the objective they selected aligns with other higher level objectives. The system only enables this check box if the Align Items check box is selected.

If you do not select Business Objectives in the Special Processing field, the system displays the Supports and Link fields.

Select the Supports check box to enable the association of items in this section with items in a different section of the same review. This field works in conjunction with the Link field.

Similar to cascading objectives, the Link option enables you to indicate that the current section supports another section. This association displays an informational message on the performance document. The system enables this check box if the Supports check box is selected.

Select this check box to have items in the section of a document include a field that identifies the status of the item. Possible statuses are Complete, In Progress, and N/A (Not Applicable).

The values that are available for selection in the User Defined Value field are defined on the Custom Prompt Page.

Select this check box if you want the system to display an Employee Measurement field for the section. An employee or manager can use this field to describe how the item they are defining should be measured.

Select this check box if you do not want employees or other managers to view information in this section.

When a user is adding an item to their performance document and selects the Copy from Manager's Document option, the system does not display the item.

Select this check box if you want to enable managers or employees to set start dates for the items they are defining in this section.

Select this check box if you want to enable managers or employees to se end dates for the items they are defining in this section.

Select this check box to indicate that the section can contain subitems. Subitems are typically sub-competencies that are created through the Competency function.

Select the name of the table that holds the subitems that are included in the section.

Select this check box to enable users to add free-form (non-coded) subitems to this section.

Select the content type from which content items will be selected. The content types available for selection are those that are associated with the value you selected in the Content Type field in the Items section. Content types are set up under a content group type in the content catalog.

The Content Type and Content Group Type fields are used for search when adding a predefined competency to the evaluation criteria specified on the document template.

Select this check box to have the description for the subitem appear on the evaluation. During the evaluation process, managers can click an update link on the evaluation to edit the description for the subitem.

Select this check box if you want relevant competencies or responsibilities that are associated with a specified profile type (through profiles) to be automatically loaded from a profile into documents that are created for employees.

Select the profile type to be used to identify the profiles of the content items to be populated. These profile types are defined in the Manage Profiles business process.

The system enables this field if you select the Initialize from Profile check box. A role can be tied to person profile in the Evaluation Role Rules grid.