Review Periods in Talent Management
Review periods are business periods that you use to measure performance and achieve results. Review periods enable you to organize your processes into time bound business cycles. For example, you can create a review period for the Financial Year 2020 as FY2020.
You can link Talent Management business objects that have the same review period time line. Review period is a common component that ties to goal plans and performance document periods. For example, you can connect an employee's performance to business objectives and results by associating goal plans in the Goals work area and performance documents in the Performance Management work area with business periods using review periods.
Manage Review Periods
As an HR specialist or administrator, you manage review periods on the Review Periods page.
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HR specialists can go to , and then select the Review Periods link.
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HR specialists can go to , and then select the Review Periods link.
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Administrators can search for and use the Review Periods task in the Setup and Maintenance area.
These considerations apply for review periods:
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You can create review periods whenever you want to, and later associate them with goal plans, goal plan sets (if enabled), and performance documents.
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Each review period must have a unique name.
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If a review period is in use, then you can't modify its start and end dates.
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You can set the status of a review period to active or inactive any time. The business objects already associated with a review period that you make inactive continue to use the review period. But HR specialists can't see an inactive review period when creating a business object, such as a goal plan, goal plan set, or performance document.
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You can hide inactive review periods in all employees and managers responsive pages. You need to set the Display Inactive Review Periods (ORA_HRT_DISPLAY_INACTIVE_REVIEW_PERIODS) profile option to No. But remember that HR specialists will continue to see inactive review periods regardless of the profile option value.
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You can also delete review periods that aren't in use.
Review Periods You See
You can now only see relevant review periods on the Goal Management and Performance Management responsive pages.
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On the employee Goals spotlight page, you can see only those review periods for which the employee has an assigned goal plan. But if primary goal plan is enabled, you can see all review periods.
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On the employee Performance Spotlight page, you can see only these review periods:
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Review periods where the employee has a performance document created for them or an Anytime document can be created
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Review periods where the employee has a check-in document created for them or a check-in document can be created
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On the Performance spotlight page, an employee can also see review periods where the employee has a received a request to provide participant feedback for another employee.
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On the Evaluate Performance page, managers can see review periods for which there are created employee performance documents (regular or Anytime) where the manager is the performance document manager.
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On the Goals and Performance Overview page, managers can see only these review periods:
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Review periods where the employee has an assigned goal plan. But if primary goal plan is enabled, all review periods are shown.
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Review periods where the employee has a performance document created for them or an Anytime Document can be created
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Review periods where the employee has a check-in document created for them or a check-in document can be created
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Link Goal Plans and Goal Plan Sets to Performance Documents
When you create performance templates, you select a review period for each document period.
When you create a goal plan, you select a review period and then associate performance document types with the goal plan. If goal plan set is enabled, when you create a goal plan set, you select a review period. All goal plans in the goal plan set have the same review period. The goal plan's review period and the associated performance document types determine the goals that appear in the goal plan when a performance document is created.
Associate Check-In Templates with Review Periods
You can associate a check-in template with specific performance review periods or all review periods. By default, check-in templates are associated with all review periods. When you create a check-in document based on the template, these goals for the review period are included in the check-in document:
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Performance goals that aren't pending approval, not private, and not canceled
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Active and not private development goals
You can add a discussion topic for a performance goal if you're assigned any goals for the review period.
When you change the review periods associated with a check-in template, the already created check-in documents aren't affected.
Did you know that you can also specify review periods or change review periods for inactive check-in templates? The review periods can control the goals included in the check-in documents, when you later activate the template.