How Performance Documents Work with Development Goals

You can include development goals in employees' performance documents. This will help you to review their career plan and evaluate if they have achieved the goals that were assigned to them.

The details of the development goals that you see in an employee's performance document is always in sync with the development goal details that you see on the employee's Career Development page.

Development Goals Section

Use the Development Goals section type in the performance template section to create a section for development goals. You can make these configurations in a development goals section:

Select the rating models to rate employees.
Specify the calculation rules to calculate a development goal section rating.
Enable section comments and profile item comments so that managers, employees, and participants can provide comments.
Enable section weighting and assign a section weight and a minimum section weight.
Specify the fields to display for each profile item.
Add specific profile content items.
Opt to populate a performance document with an employee's development goals covering any part of the evaluation period. You can also opt to include development goals that are after the evaluation period.

You can include the development goal section in a performance template. This section then appears in performance documents that are created from the template.

Add Development Goals to Performance Document

You can add development goals in the development goals section of a performance document in these ways:

Click Add to add a new development goal or a development goal from the goal library.
Select the Copy from Other action to copy the development goals from another performance document of an employee you have access to. Note that the ratings and evaluation comments aren't copied.

Update Development Goals in Performance Documents

Managers or employees can edit development goals that already exist in the performance document in Oracle Fusion Cloud Career Development. Here's how the changes are updated in the performance documents that the goals are included in:

When managers or employees open a performance document, all edits to development goals appear in the performance document.
When managers or employees use the Update Goals action in the performance document, new development goals from Oracle Career Development are included in the performance document.

When you edit development goals in performance documents, the changes are updated in Oracle Career Development when you save or submit the performance document. But note that you can't see these changes in Oracle Career Development:

Goal ratings provided in the performance document
Evaluation comments added to performance documents

Development goals in Oracle Career Development don't have any weights assigned to them. So you can't see the weights added to development goals in performance documents in Oracle Career Development.

Development Goals in Completed Performance Document

When a performance document is completed, you can no longer update the goals in the performance document. If any development goals are updated in Oracle Career Development, the changes aren't copied to the performance document.

When you reopen a completed performance document, users can edit the development goals included in the document. You can see the goal changes in Oracle Career Development.

Remove Development Goals from Performance Documents

Only managers and employees can manually remove development goals from the development goals section of a performance document. Note that you can't delete goals that are included in a performance document in Oracle Career Development. You need to remove the development goals from the performance documents first.