1. Using Performance Management
  2. Control Sort Options for Displaying Performance Documents

Control Sort Options for Displaying Performance Documents

You can reduce the need for employees to change the sort order options for performance documents on the employee Performance Spotlight page and the manager Evaluate Performance page by setting the default value to meet your organization's requirements.

The HR implementer can change the default value and sort order options that display on the Performance Spotlight page by modifying the Performance Document Sorting Statuses lookup codes (ORA_HRA_PERF_DOC_STS_SORT_BY).
  1. Go to Setup and Maintenance.
  2. Click Setup and select Workforce Development.
  3. Select Worker Performance > Performance Lookups.
  4. Click the Performance Document Sorting Statuses lookup codes (ORA_HRA_PERF_DOC_STS_SORT_BY).
  5. On the Lookup Codes section, you can edit the following Display Sequence and modify the meaning and description of each:
    • All - 1 (default)
    • Current - 2
    • Canceled - 3
    • Completed - 4
    Note: The first item in the list with the lowest number is the default option. Simply assign the numbers in the display sequence to determine the default option and the order for which each will display in the list.
  6. Click Save and Close.

Control Sort Options for Displaying Performance Documents on the Evaluate Performance Page

The HR implementer can change the default value and sort order options that display on the Evaluate Performance page by modifying the Manager Performance Document Sorting Options lookup codes (ORA_HRA_EVAL_PERF_DOC_SORT_BY).
  1. Go to Setup and Maintenance.
  2. Click Setup and select Workforce Development.
  3. Select Worker Performance > Performance Lookups.
  4. Click the Manager Performance Document Sorting Options lookup codes (ORA_HRA_EVAL_PERF_DOC_SORT_BY).
  5. On the Lookup Codes section, you can edit the following Display Sequence and modify the meaning and description of each:
    • End Date - Latest to Oldest -1 (default)
    • End Date - Oldest to Latest - 2
    • Document Name - A to Z - 3
    • Document Name - Z to A - 4
    Note: The first item in the list with the lowest number is the default option. Simply assign the numbers in the display sequence to determine the default option and the order for which each will display in the list.
  6. Click Save and Close.