Contents
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
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
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
6 Profile Options
7 Performance Roles
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
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
14 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
16 Check-In Templates
- Create a Check-In Template
- Guidelines for Associating Eligibility Profiles with Check-In Templates
- Edit a Check-In Template
- Manage Check-In Documents Using HCM Data Loader Tools
- Dispose Check-in Documents
17 Feedback
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