Setup Tasks for Implementing Performance Management
To implement Oracle Fusion Cloud Performance Management, you must have the Application Implementation Consultant role (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB).
Oracle Fusion Cloud Performance Management is part of the Workforce Development offering of Oracle Fusion Cloud Human Capital Management. Review the tasks listed in this table before you set up Performance Management.
| Task Name | Description | Recommended Help |
|---|---|---|
| Manage Participant Feedback | Create questionnaire templates, questionnaires, and questions for a performance evaluation. | Participant Feedback |
| Performance Descriptive Flexfields | Describes the available flexfields for Performance Management and where they're used. | Descriptive Flexfields for Performance Management |
| Performance Profile Option Values | Describes how to configure the profile options for Performance Management and the effects of the settings. | Performance Management Profile Options |
| Performance Process Flows | Create process flows for performance evaluations to determine which tasks to include, and the order to perform them. | Options for Performance Process Flow Setup |
| Talent Performance Notifications | Enable or disable Performance Management notifications. | Overview of Notifications |
| Performance Roles | Define roles to expand the scope of the performance evaluations to include feedback from participants other than the worker and their manager. | Performance Roles |
| Eligibility Profiles | Create and update combinations of criteria to determine eligibility for performance documents. | Examples of Using Eligibility Profiles with Performance Documents |
| Performance Template Sections | Create sections to include in the performance document template. | Considerations for Creating Performance Template Sections |
| Performance Document Types | Create performance document types to differentiate types of performance evaluations, such as annual or project-specific. | Overview of Performance Document Types |
| Questions | Create questions and format question types to use in questionnaires. | Guidelines for Loading Questions, Questionnaire Templates, and Questionnaires |
| Questionnaire Templates | Define questionnaire templates from which to create questionnaires to use to solicit feedback. | How You Configure Questionnaire Templates |
| Questionnaires | Define questionnaires to determine the layout, and add questions and sections to use to solicit performance feedback. | Questionnaires |
| Performance Templates | Create templates for performance documents, including the structure, processing rules, content, and periods. | Guidelines for Setting Up Performance Templates |
| Eligibility Batch Process | Determine which performance documents a population of workers is eligible to use for their performance evaluation. | Eligibility Batch Process for Performance Documents and Check-In Templates |
- Performance Document
- Performance Management
- Performance Spotlight
For more information about configuring Performance Management pages using TDS, see the How You Configure Performance Pages Using Transaction Design Studio topic.
Security Reference
The tasks that people can do and the data that they can see depend on their roles, duties, and privileges. For information about these factors, see these two guides: