Use Contextual Notes in an Employee's Performance Goal

As an application implementation consultant, you can embed a Contextual Notes component in an employee's goals page so that managers can add comments for the employee regarding the goal.

This table summarizes the key decisions for this scenario.

Decisions to Consider	Who Makes the Decision	In This Example
Which Notes component can I add to the performance goal page?	Application implementation consultant	Person Notes
Override the default visibility options of Person Notes?	Application implementation consultant	No
What visibility setting do I need to use for the Notes component?	Person creating the note, usually the manager	Everyone

This example explains how to add and use a Notes component in a performance goal page.

1. Add Notes component to an employee's performance goal page.

2. Configure contextual notes parameters.

3. Create a note in the goal page.

Add Notes Component

The Contextual Notes container exists in the Talent Management application pages. You need to add the Notes component, define the context parameters, and specify the options to configure it in the application page.

1. Sign into the application as a user with configuration privileges.

2. Activate a sandbox that has Page Composer enabled.

3. Navigate to an employee's performance goal page.

4. On the Setting and Actions menu, select Edit Pages.

5. Ensure that the Edit Layer is Site.

6. Select the Structure tab.

7. Select the region where you want to add the note.

8. In the Source window, click the Add icon.

9. In the Add Content dialog box, click Add adjacent to the Notes component.

10. Close the Add Content dialog box.

    You can see the Notes component added to the page.

Configure Person Notes for an Employee's Performance Goal

1. In the Source window, select the Notes component and edit its properties.

   You can see the Component Properties window.

2. In the Parameters tab, enter the expression values for the parameters shown in this table.

   Parameter	Expression
   Object Type	PER_PERSON
   Object ID	#{pageFlowScope.pWorkerPersonId}
   Context Type	ORA_PERFORMANCE_GOAL Note: You can use your own string for the Context Type value. But you can see notes created in check-in documents only if you use the ORA_PERFORMANCE_GOAL value.
   Context ID	#{pageFlowScope.baseGoalId}
   Show Detail Page	'true'

   You can't change the title text of person notes.

3. You can define Display Options and Style attributes in the other tabs of the Component Properties window.

4. Click Apply and then OK.

5. Click Close to stop editing the page.

   You can override the default visibility options of Person Notes using the Manage Common Lookups and Manage Feedback Visibility tasks in Functional Setup Manager. As we are going to use only the default values, we don't need to change or override the visibility settings.

Create a Note in the Goal Page

After the implementation consultant adds the Notes component to the performance goal page, any employee with access to the page can see the Feedback section in the page. To create a note, do these steps:

1. In the Feedback section of the goal page, click Add.

2. From the Who can see my feedback list, select Everyone.

3. In the What do you want to say? area, type your feedback.

4. Click Save.

   You can create multiple notes.