One of your ideas has been delivered from your suggestion.Redwood: Create Calendar Meeting Invites For Performance Review Meetings

You can make it easy for managers and employees to track their performance review meeting outside the system by creating calendar meeting invites. 

  • As an HR user can now configure the Process Flow in Redwood performance templates to support generating calendar invites for the performance document review meeting task.
    • When creating or updating a Performance Process Flow, you can select Include review meeting task. This enables the meeting invite to be generated in Redwood performance documents where the manager review meeting task is yet to be completed.
  • As a manager you can create a calendar invite for a Review Meeting task in a performance document.
    • You can create a calendar invite which both you and the employee can access and add to your calendars. The calendar file is generated as an ics file and can be added to calendar clients that support this format. When you schedule the meeting a. ics file is downloaded.
    • If the employee hasn’t acknowledged the completion of the review meeting task or if the employee review meeting task isn’t configured, or if the next task in the process flow hasn’t started managers can update the meeting date and time, location, and any additional details.
    • When the meeting is scheduled, employees receive a notification with details and the link to the meeting invite.

Screenshot shows manager scheduling a review meeting. A message is displayed to indicate the meeting file will be automatically downloaded.

Manager Schedules Meeting

As a HR or proxy manager, if you’re substituting for the performance document manager using Evaluate As Manager then you can create or update a review meeting. You can also indicate the review meeting was held on the Performance Documents page by using the Evaluate as Current Task as Manager if the current task is Indicate Review Meeting Held.

If notifications are enabled, both the manager and employee are notified so that they have access to the calendar meeting even when not in the application.

This screenshot shows the review notification sent to managers and employeers when the meeting is scheduled.

Review Meeting Notification

  • As an employee you can confirm the review meeting task when it’s available and download the meeting invite. When you mark the task as complete, a notification is sent to the manager if configured.

Screenshot shows the review meeting confirmation task acknowledged by the employee.

Confirm Review Meeting

This feature allows tracking of the check-in date when users aren’t in the application but it’s available in their calendar.

Steps to Enable

You need to configure the profile options in the following table.

Profile Option Code

Description

Value

ORA_HCM_VBCS_PWA_

ENABLED

Enable VBCS Progressive Web Application User Interface

 Y

ORA_HRA_PERFORMANCE_DOCUMENTS_AND_GOALS_REDWOOD_ENABLED

Enable performance documents and employee performance and development goals to display in Redwood.

 Yes

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

  • As the Performance Document, Check-in, and Goals Center are closely connected the Redwood version of these pages you can enable or disable all using the common ORA_HRA_PERFORMANCE_DOCUMENTS_AND_GOALS_REDWOOD_ENABLED profile option. These features can't be enabled individually.

Key Resources