Check-Ins Between Managers And Indirect Reports
Managers can now create a Performance check-in for an indirect report. When creating a check-in for an indirect report, the manager’s name defaults as the check-in manager and can’t be changed. The employee is notified when the check-in is created.
Manager Creating Check-in
Similarly, employees can choose an indirect manager in Performance and Touchpoints. Employees, if they have multiple assignments, can select a specific assignment for which they want to create the check-in and also select the manager for that assignment.
Employee with Multiple Assignments
Employee can Choose Manager from List of Values
When selecting a manager for the check-in, the manager list that displays is controlled by the values specified in the ORA_HRA_MANAGER_LEVELS profile option.
Based on the values specified, here’s how the levels display:
- Direct managers if the profile option ORA_HRA_MANAGER_LEVELS is Null. System considers this as 1.
- Direct managers of their managers if the profile option ORA_HRA_MANAGER_LEVELS is set to 2 or above.
- Indirect managers of their managers if the profile option ORA_HRA_MANAGER_LEVELS is set to 3 or above.
Managers are notified when the check-in is created and can update the check-in. Employees can access the check-in later from their Performance Spotlight.
This features provides the flexibility for employees to schedule check-ins with other managers, and managers to schedule check-ins with indirect reports as required.
Steps to Enable
You need to configure the following profile option.
| Profile Option Code | Description | Value |
|---|---|---|
|
ORA_HRA_MANAGER_LEVELS |
Specify the number of manager levels displayed for an employee. 0 is not a valid value. |
Null, system considers this as 1. |
Configure Profile Option
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
- Managers can access Touchpoints check-ins created with them by indirect employees from the employee's Performance spotlight page.
- Managers can't create Touchpoints check-ins yet with indirect employees.
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 the Implementing Performance Management and Using Performance Management guides in Oracle Help Center.