1. Using Performance Management
  2. Create Anytime Performance Documents

Create Anytime Performance Documents

HR specialists, managers, and workers can create anytime performance documents only for people to whom they have data security access.

Before you start

To create anytime performance documents using smart navigation actions or quick actions, you must have the ORA_HRA_CREATE_ANYTIME_PERFORMANCE_DOCUMENT privilege.

Here's what to do

  1. Depending on your role, access the page where you create anytime documents:
    Who How
    Employee
    1. Go to Me > Career and Performance > Performance.
    2. Select the review period for which an anytime performance document template exists.
    3. Scroll to the Anytime Documents section, and click Add.
    Manager
    1. Go to the Goals and Performance Overview page under My Team.
    2. Click the Actions menu (shown by three dots) next to an employee, and select Add Anytime Document.
    Note: You can also go to My Team > My Team and do these steps.
    HR Specialist
    1. Go to My Client Groups > Performance > Performance Documents.
    2. Click Create Document.
    3. Search for the employees for whom you want to create the documents by specifying the review period, anytime performance document name, and manager, department, or employee name.
    4. Select the employees and click Continue.
    All of the above roles can create anytime documents using quick actions too.
  2. Enter or review these details in the anytime document:
    1. Review period: Select the review period to filter the list of anytime performance documents.
    2. Performance document name: Select the anytime performance document.
    3. (Optional) Description: When you enter a description, the application appends the description to the anytime document name. This helps differentiate between multiple anytime documents with the same name. For example, if you create an anytime document called Monthly Review every month, you can specify the name of the month in the description to differentiate between the document names.
    4. (Optional) From Date and To Date: You can change the dates but they must be within the default dates shown, as these dates are defined in the performance template.
    5. (Optional) Performance Document Manager: Workers, managers, and HR specialists can enter the name of the manager of the performance document. The manager must have access to worker data to manage the performance document.
    6. (Optional) Reason: This appears only for HR specialists. They can select from a list of reasons for creating anytime documents.