Process Mass Actions for Performance Documents
Save time by processing performance documents for multiple employees at the same time using the Process Mass Actions for Performance Documents administration task.
The actions are available at .
After you submit a process, you can query and filter them using the submission or completion date.
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Create, Complete, Cancel, and Delete Performance Documents actions: Use to create, complete, cancel, and delete performance documents. This uses HCM Data Loader (HDL) for mass processing of performance documents. Remember to assign the Human Capital Management Integration Specialist Job role to the HR specialist to use this functionality.
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Mass Printing Performance Documents: Use to mass print performance documents. You can save the data to a file and save that file to a content server in Oracle WebCenter Content. For more information, see the Middleware System Administrator's Guide for Content Server.
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Change Current Task: Change the current task in performance documents using a scheduled process. The process performs a mass update to change the current task that’s next to be actioned, even if previous tasks are incomplete. For example, you want managers to complete their evaluations, but some employees haven’t finished their self-evaluations so you want to set the current task to the manager evaluation. After you select the employees that you want to update the current task for, preview the results of the process in a log file or submit it immediately. The process can move an employee’s performance document to a later task or back to an earlier task. Either way, the owner of the new current task or the owner of each bypassed task is notified. You perform these tasks for a specific performance document.
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Change Task Due Dates: Use to change the due date of a task in the performance document. Use the action to process all task due dates for employees performance documents. You can edit the due date of any task within a performance document that isn't completed or canceled.
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Update Competency Sections: Use to update the competency sections in performance documents populated using a model profile. You can run the process to add any new competencies that were added to job, position, or organization profiles to performance documents that use those profiles. The process only updates in-progress performance documents. In-progress performance documents are when any of the evaluation tasks, worker self-evaluation, manager evaluation, and manage participant feedback are incomplete. The process only adds new competencies to performance documents. If performance documents include competencies that are no longer relevant, then you need to manually remove them. Competencies that are end dated in Profiles aren't automatically removed from performance documents, so comments, ratings, weights, and calculated ratings aren’t impacted.