Auto Transfer Performance Documents To New Managers For A Specific Manager Type

You can now restrict the auto transfer of performance documents to new performance document managers when an employee's assignment manager changes, to a specific manager type.

If you’ve enabled the Auto Transfer Performance Documents to New Manager profile option, you can select No transfer, Transfer for any manager type change, Line Manager or your custom manager types.

Based on the value selected for the profile option here’s what happens:

  • If the manager type is not specified, the performance documents won’t be automatically transferred to the new manager when the manager change occurs. 
  • If the manager type is specifically selected in the profile option, the performance documents are auto transferred to them when the application finds any performance documents that meet the criteria.

Performance Management uses HCM Events to record every manager change. If the application finds any performance documents that meet the criteria, then it will transfer them to the new manager.

This feature controls the auto transfer of performance documents for specific manager types.

Steps to Enable

To enable this feature, you must enable the following profile option: ORA_HRA_AUTO_TRANSFER_PERF_DOCS.

Configure Profile Option

Profile Option Description

Profile Option Code

ORA_HRA_AUTO_TRANSFER_PERF_DOCS

Profile Display Name

Auto Transfer Performance Documents to New Manager

Profile Description

Enable auto transfer of current performance documents to employees new managers.

For more information about setting profile option values, see the Set Profile Option Values topic in the Implementing Applications guide on Oracle Help Center.

Tips And Considerations

If you don't want any old performance documents to transfer to the new manager, then ensure you set them to Completed before you enable the profile option.

Key Resources

For a listing of all profile options for the recreated pages across HCM, see the following document in My Oracle Support:  

For more information, see How You Transfer Performance Documents in the Using Performance Management guide.