Contents
1 Performance Evaluation
- Overview of Performance Documents
- Options for Navigating in Performance
- Human Resource Specialist Creates Performance Document for Worker
- Create Standard Performance Documents
- View Standard Performance Documents
- Anytime Performance Documents
- Create Anytime Performance Documents
- View Anytime Performance Documents
- Check-In Documents
- All-in-One Evaluations
- How Performance Documents Work with Profiles
- How Competencies are Populated in Performance Documents
- How Duplicate Competencies are Removed
- Considerations for Adding or Removing Competencies in Talent Profile Competency Sections
- Synchronize Person Profile Competencies in Performance Documents
- Update Performance Document Model Profile Competency Sections
- Update Talent Profiles
- How Performance Documents Work with Performance Goals
- How You Remove Goals Contained in a Performance Document
- How Writing Assistant Works with Performance Documents
- How You Use Matrix Management with Performance Evaluations
- How You Manage Performance Documents for Inactive Assignments
- How Performance Documents are Processed During Legal Employer Changes
- How You Prevent Changes to Section Ratings During Compensation Calibration
- Autosave Performance Documents
- Reassign Performance Documents for Terminated Managers
- Actions for Performance Document Approvals
- FAQs for Evaluate Worker Performance
- Why does the performance document contain competencies and goals before I have added any?
- Can I add items to, or remove items from, the performance document once the document content is shared?
- What's the difference between sharing and submitting performance document content?
- What happens if I copy (import) goals and competencies in a performance document?
- What happens if I update goals and competencies in a performance document?
- Why can't I update the performance document content?
- Why can't I see my worker's comments and ratings?
- Why did some of the performance ratings I provided change?
- What happens if I bypass the worker self-evaluation?
- How can I add content to a performance document after the worker submits it?
- What happens if I don't request feedback from the minimum number of participants?
- What happens if I change the participant role?
- What happens if I add a question to a questionnaire for a participant?
- Why can't I remove a participant?
- How can I create a performance document for the terminated assignment of a worker?
- Can I change the date of a performance document?
- Why can't I see some information in the printed performance document?
2 Feedback
- Overview of Participant Feedback in Performance Documents
- Requested Feedback
- Anytime Feedback
3 Talent Profiles
- Overview of Talent Profiles
- Enhanced Talent Profiles
- Talent Profile Summary
- Compare Profiles and Find the Best Fit
- Comparing Items
- Performance Information in Comparison Results
- Best-Fit Analysis
- Access the Best-Fit Feature as an HR Specialist
- Access the Best-Fit Feature as a Manager
- Access the Best-Fit Feature as a Worker
- How Best-Fit is Calculated
- How the Overall Score in a Best-Fit Analysis is Calculated
- How the Individual Score for Person to Person, Job to Person, and Job to Job Analyses is Calculated
- How the Individual Score for Person to Job Analysis is Calculated
- Examples of Best-Fit Analysis
- FAQs for Compare Profiles and Find the Best Fit
- FAQs for Creating and Updating Profiles
- What happens if I change the status of a model profile to inactive?
- What's a competency gap chart?
- What's a career statement?
- Why did the potential level change when I changed the potential score?
- What happens if I update the talent ratings on the career planning page?
- How can I prevent my manager from viewing job or position profiles in my interest list?
- What's the difference between the suggestions list and the interest list?
- Can I edit skills and qualification data of a person's profile?
- How can I add content to my profile?
- How can I hide an attribute on the person profile?
- How can I delete an attribute from the person profile?
- Modifying Talent Profiles
4 Administration Tasks
- Overview of Performance Management Scheduled Processes
- Process Mass Actions for Performance Documents
- HCM Data Loader and Performance Business Objects
- How You Send Email Notifications
- How You Transfer Performance Documents
- How You Change Due Dates in Performance Document
- Complete Performance Documents
- Control Sort Options for Displaying Performance Documents
- How You Move Performance Tasks
- Examples of Moving Performance Tasks
- Reopen Performance Documents Task
- Cancel Performance Documents
- Delete Performance Documents
- Restore Performance Documents
- How You Change the Feedback Due Date
- How You Delete Participant Feedback
- Monitor Late Tasks in Performance Documents Task
- How Managers Return Performance Documents to Continue Evaluation
5 Performance Management Setup and Maintenance
- How Performance Document Components Work Together
- Rating Models
- Questionnaires
- Questionnaires
- How You Configure Questionnaire Templates
- How You Create Questions
- How You Create a Questionnaire
- Question Scoring Setup Options
- How You Use Translation Editor with Questionnaires and Questions
- How You Use Questionnaires in Performance Documents
- How Performance Documents Work with Questionnaires
- Export and Import of Questionnaire Data
- What happens if I edit a questionnaire that's in use?
- Performance Roles
- Matrix Management
- Eligibility Profiles
- Eligibility Batch Process
- How You Manage Eligibility for Performance Documents and Check-In Templates
- View Performance Document and Check-In Template Eligibility
- Eligibility Batch Process for Performance Documents and Check-In Templates
- How the Batch Process Works
- Eligibility Batch Process Parameters for Performance Documents and Check-In Templates
- When to Run the Batch Process
- Run the Eligibility Batch Process
- How can I improve the performance of the Performance Management application?
- Process Flow Definitions
- Options for Performance Process Flow Setup
- Examples of Performance Process Flows
- Participant Feedback Task Options
- Concurrent Worker Evaluation Tasks
- Configure Performance Approvals
- Performance Payload Attributes
- Options for Configuring Performance Documents to Display Performance Ratings to Employees
- How Performance Document Completion Status Is Determined
- Performance Template Sections
- Considerations for Creating Performance Template Sections
- How can I create multiple competency type sections?
- Populate Performance Documents With Person Profile Competencies
- Calculated Ratings
- How You Use Fast Formulas in Performance Documents
- Guidelines for Setting Up Calculated Ratings in Performance Templates and Sections
- Considerations for Using Performance Template Section Calculation Rules
- Options for Item Processing in a Performance Template Section
- How Performance Ratings Using the Average Method Are Calculated
- How Performance Ratings Using the Sum and Band Methods Are Calculated
- How Managers Can Justify Difference in Manual and Calculated Ratings
- How You Set the Minimum and Maximum Character Limits for Evaluation Comments
- How You Set up Writing Assistant for Performance Documents
- Create a Performance Template Section for Profile Content
- Create a Performance Template Section for Performance Goals
- Review Periods
- Performance Document Types
- Performance Templates
- Guidelines for Setting Up Performance Templates
- Guidelines for Defining Processing Roles for Performance Template Sections
- How You Specify the Number of Participants for a Performance Document
- Performance Document Task Alert Notifications
- Interim Evaluations in Performance Documents
- Guidelines for Setting Up Performance Document Periods
- Guidelines for Associating Eligibility Profiles with Performance Templates
- Create a Performance Template
- Configure Anytime Performance Templates
- Options for Updating In Use Performance Templates
- Set Up Interim Evaluations in Performance Templates
- FAQs for Performance Templates
- Check-In Templates
- Create a Check-In Template
- Guidelines for Associating Eligibility Profiles with Check-In Templates
- Manage Check-In Documents Using HCM Data Loader Tools
- Edit a Check-In Template
- What happens if I change the review period in a check-in template that's in use?
- Can I dissociate the check-in template with associated review periods?
- Feedback Templates