View consistent development and performance goal information in both Career
Development and Performance Management.
When the HR specialist enables the synchronization of
goals in performance documents, employees and managers will see the same performance and
development goals in performance documents as they do in goal management and career
development. The active performance goals in Goal Management and the active development
goals in Career Development display consistently in the performance document.
Synchronized performance documents are automatically updated with any new goals added
through goal management and career development pages.
Some of the features include:
- Performance goal weights are synchronized between goal management and the
performance document.
- The ability to set weights using 2 decimal places.
- Minimum weight isn't supported for synchronized goals.
- If you enable approvals for performance and development goals, then pending
approvals display in the performance document. If you make changes to goals
through the performance document, then this triggers goal approvals.
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Enable the ORA_HRA_SYNCHRONIZED_GOALS profile option.
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Create new evaluation types (if required) in the ORA_HRA_GOAL_PLAN_EVAL_TYPE
lookup.
Evaluation type is an attribute that matches a synchronized performance goal
section in a performance template to a goal plan.
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Go to .
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Select Performance Template Sections, and click
Add.
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In the Create Performance Template Section page, enter
the section details and in the Section Processing region,
select Development Goals as the Section Type and select
the Synchronized goals section check box.
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Add another section in the Create Performance Template
Section page, enter the section details and select
Performance Goals as the Section Type and then select
the Synchronized goals section check box.
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Go to .
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Select Performance Templates, and click
Add.
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Create a performance template and ensure you select the Use
synchronized goals sections check box in the
General tab.
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In the Structure tab of the performance template, add
the synchronized development goal section and the synchronized performance goal
section.
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Select the Not ready to evaluate option if you want to give workers and
managers the ability to mark goals and competencies as not ready to
evaluate.
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Configure goal plans with the same evaluation type as the synchronized
performance goal section in the performance template.
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After you enable the synchronized goals profile option, you can see the
Evaluation Type field in the definition of a
goal plan. This also includes previously created goal plans, which means
you can use them with any new synchronized goal performance
templates.
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You can create performance documents based on the synchronized goal
templates.
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The application automatically updates the created performance
documents with any goals added or removed.