How do I enable users as substitute performance document evaluators?

Substitute performance document evaluators are usually administrators, HR specialists, or Area of Responsibility (AoR) who enter evaluation ratings and comments on behalf of the manager.

To enable a user to substitute as performance document evaluator, do the following:
  1. Ensure the employee for whom the evaluation is being performed is in the user’s security profile.
  2. Grant these privileges to access the employee’s spotlight page:
    • View Performance Summary Data (HRA_VIEW_PERFORMANCE_SUMMARY_PRIV)
    • View Check-In Document Data (HRA_VIEW_CHECK_IN_DOCUMENT_PRIV)
    • Manage Check-In Document (HRA_MANAGE_CHECK_IN_DOCUMENT_PRIV)
  3. Grant the Manage Performance Document privilege to view the performance document of which the user isn’t the named performance document manager.
  4. Grant the Evaluate Performance Document as Manager (ORA_HRA_EVALUATE_PERFORMANCE_DOCUMENT_AS_MANAGER) privilege to act as a substitute performance document evaluator.

    Although substitute performance document evaluators can enter evaluation ratings and comments on behalf of the manager, it is still the manager’s name that displays in the performance document.