Overview of Performance Management Scheduled Processes

Use these scheduled processes for Performance Management.

Process Name	Description	Parameters
All-in-One Evaluations for Performance Documents	Initiates the process to submit manager evaluations and calculate section ratings for performance document data on the All-in-One Evaluations page.	No parameters, submit the process.
Manage Eligibility Batch Process	Determines the eligibility of workers for performance documents.	Batch Process Type: Assign Performance Document Assign Check-In Template Select one of the batch process types to select these parameters: Effective as of Date: It determines when workers are eligible for performance documents or check-in templates. If you set a future date, performance documents can only be created for eligible employees from that date. Select Current Date to use the system date every time the process runs. Review Period: Using this, you can find a performance document that matches the selected review period. Performance Document Name: Select the name of the performance document that you want to process. OR Check-In Template Name: Select the name of the check-in template that you want to process. Create Eligible Performance Document: If you select this, the application automatically creates performance documents for each eligible employee. Purge Historic Performance Eligibility Status Data: Choose whether to permanently delete historic performance eligibility status data to improve system performance. Purge Older Than: Purge any data older than the specified date.
Migrate Performance Setup Data History	Initiates the performance setup data history migration process from E-Business Suite to Oracle Fusion HCM.	Specify the FTP Outbox Directory.
Migrate Performance Transaction Data History	Initiates the performance transaction data history migration process from E-Business Suite to Oracle Fusion HCM.	Specify the FTP Outbox Directory.
Performance Data Integrity Check	Initiates the job to check data integrity for Performance Management.	Action: Preview: select to preview the changes before submitting. Update: select to submit the changes. Performance Document: The document for which this is applicable. Worker Person Number: The worker person numbers for whom the performance document is applicable.
Performance Management Diagnostics Report	Initiates the process for the diagnostics report for Performance Management.	Select one of the following report types: Performance Document Check-In Performance Management Security Work Person Number: The worker person numbers for whom the performance document is applicable.
Purge Historic Performance Management Eligibility Status Data	Initiates the job to delete historic performance management related eligibility status data.	Purge Data Older Than Date: Purge any data older than the specified date.
Reassign Performance Documents with Terminated Managers	Initiates the process to reassign current performance documents when the performance document manager is terminated, to the new line manager or the terminated managers line manager depending on configuration.	Action: Preview: select to preview the changes before submitting. Update: select to submit the changes. Select the Manager type to reassign the documents using these options: Employee’s line manager Terminated manager’s manager Review Periods: Specify whether performance documents in specific review periods or all review periods should be processed.
Send Performance Document Alert Notifications	Sends a standard or critical notification alert when a task in a performance document is due to be completed according to the due date. No parameters, submit the process.	No parameters, submit the process.
Synchronize Goal Data in Performance Documents	Synchronizes goal data in performance documents with the goal data in Goal Management and Career Development.	Action: Preview: select to preview the changes before submitting. Update: select to submit the changes. Review Period: Use the review period to help filter and find the goal plans you want to process. Goal Plans: Select the goal plans from which data needs to be synchronized to performance documents.
Synchronize Person Profile Competencies in Performance Documents	Synchronizes competencies in performance documents with the person profile competencies in Profile Management.	Run this process to bring competencies that haven’t been brought into the performance documents automatically using the person profile competency in a performance template. Action: Preview: select to preview the changes before submitting. Update: select to submit the changes. Review Period: Use the review period to help filter and find the goal plans you want to process. Performance Document Name: Select the performance document in which competencies need to be synchronized. Worker Person Number: Specify the person numbers of the workers to whom the performance document is applicable.
Transfer Performance Documents with Manager Change	Initiates the process to transfer current performance documents from a manager for an employee's assignment to the replacement manager.	No parameters, submit the process.