Overview

Create performance templates to create the performance documents that managers, workers, and participants use to evaluate workers performance for a given time period or project.

When you create a performance template, you can select either of these types:

• Standard, for typical performance documents, such as annual or company-wide evaluations.
• Anytime, for performance documents that managers and workers can create any time to evaluate the worker such as for project work or performance improvement plans.

At a high-level, this playbook takes you through the steps to create a standard performance template and performance document:

• Set Up Template Requirements
• Create Performance Templates
• Run the Eligibility Batch Process
• Create Standard Performance Documents for Workers
• Run Scheduled Processes to Sync Content in Performance Documents

For information on profile options that you need to configure, refer to HCM Redwood Pages with Profile Options on My Oracle Support