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
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:
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:
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:
Select the Manager type to reassign the documents using these options:
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:
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:
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. |