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  • Title and Copyright Information
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  • 1 Introduction
    • Overview of Implementing Performance Management
    • Guide Structure
    • Setup Tasks for Implementing Performance Management
    • Options for Navigating in Performance
    • Deep Links
    • Overview of Performance Management Scheduled Processes
  • 2 Overview and Integrations
    • Overview of Define Worker Performance
    • How Performance Document Components Work Together
    • 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
    • Automate Synchronized Goals in Performance Documents
    • How Performance Documents are Processed During Legal Employer Changes
    • How You Prevent Changes to Section Ratings During Compensation Calibration
    • FAQs for Overview and Integrations
      • How can I diagnose any issues with Oracle Fusion Performance Management data?
  • 3 Personalization Using Transaction Design Studio
    • Use Transaction Design Studio to Configure Field Displays
    • How You Configure Performance Pages Using Transaction Design Studio
    • Display Sort Options for Performance and Anytime Documents
    • FAQs for Personalization Using Transaction Design Studio
      • How can I provide more information to managers on the Evaluate Performance page?
      • How can I display additional participant categories when managing participant feedback for a performance document?
      • Can I display notes and additional information when evaluating goals?
  • 4 Questionnaires
    • Questionnaires
    • How You Create Questions
    • How You Configure Questionnaire Templates
    • 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?
  • 5 Descriptive Flexfields
    • Descriptive Flexfields for Performance Management
  • 6 Profile Options
    • Performance Management Profile Options
  • 7 Performance Roles
    • Performance Roles
    • Participant Feedback
  • 8 Matrix Management
    • How You Use Matrix Management with Performance Evaluations
    • Configure Matrix Management for Performance Documents
  • 9 Eligibility Profiles
    • How You Use Eligibility Profiles with Performance Documents
    • Examples of Using Eligibility Profiles with Performance Documents
  • 10 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?
  • 11 Performance Process Flows
    • Options for Performance Process Flow Setup
    • Examples of Performance Process Flows
    • Concurrent Worker Evaluation Tasks
    • Participant Feedback Task Options
    • Options for Configuring Performance Documents to Display Performance Ratings to Employees
    • How Performance Document Completion Status Is Determined
    • Performance Document Approvals
      • Configure Performance Approvals
      • Actions for Performance Document Approvals
      • Performance Payload Attributes
  • 12 Performance Template Sections
    • Considerations for Creating Performance Template Sections
    • How can I create multiple competency type sections?
    • Considerations for Adding or Removing Competencies in Talent Profile Competency Sections
    • Update Performance Document Model Profile Competency 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
    • Writing Assistant
    • How You Upload Writing Assistant Data Using Spreadsheets
    • 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
  • 13 Review Periods
    • Review Periods in Talent Management
  • 14 Performance Document Types
    • Overview of Performance Document Types
  • 15 Performance Templates
    • Guidelines for Setting Up Performance Templates
    • Guidelines for Defining Processing Roles for Performance Template Sections
    • 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
    • How You Specify the Number of Participants for a Performance Document
    • 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
      • What happens when I duplicate a performance template?
      • What's a participation role in the performance template?
  • 16 Check-In Templates
    • Create a Check-In Template
    • Guidelines for Associating Eligibility Profiles with Check-In Templates
    • Edit a Check-In Template
    • Delete Future Scheduled Check-ins for Inactive Assignments
    • Manage Check-In Documents Using HCM Data Loader Tools
    • Dispose Check-in Documents
  • 17 Feedback
    • Feedback Templates
  • 18 Customize Feedback Pages
    • How You Disable the Feedback Tab from Person Spotlight for Employees
    • How You Disable the Feedback Requests About Me Section for Employees
  • 19 Notifications
    • Overview of Notifications
    • Configure Notifications for Performance Documents and Participant Feedback
    • Configure Notifications for Check-Ins and Requested Feedback
    • Configure Notifications for Requested Feedback Reminders