Performance Management Profile Options

Set profile options to define the auto save interval, and automatically transfer performance documents to new managers.

You can change these options only at the site level.

Follow these steps to manage profile options using the Setup and Maintenance work area:

1. Open the Settings and Actions menu from your photo on the global header, and select Setup and Maintenance.

2. Select Workforce Development from the Setup list.

3. Click the Tasks icon and select Search from the list that appears.

4. Search for the Manage Administrator Profile Values task and select it from the search results area.

5. Search for the profile option code that you want to change. The profile option code and value appear in the search results area.

6. Edit the profile value as described in the following sections.

7. Specify the level at which the profile value is to be set. If the profile value applies to the entire site, select Site.

8. Click Save and Close.

Performance Autosave Interval

This table shows the profile option code and value that determine the auto save interval in performance documents.

Profile Option Code	Profile Display Name	Effect	Default
HRA_PERF_AUTOSAVE_INTERVAL	Performance Autosave Interval	Indicates the number of minutes before the performance document saves automatically.	10

Transfer Performance Documents Automatically

You can enable the transfer of performance documents from an employee's previous manager to the new manager. You can do this by configuring the profile option and selecting the manager type that should be transferred.

To enable automatic transfer, you need to perform these steps:

1. Set the Auto Transfer Performance Documents to New Manager profile option value to Yes. When enabled, the profile option enables you to select No transfer, Transfer for any manager type change, Line manager, or a custom manager type.
2. If an employee's manager with a selected type changes, any open performance documents that manager was the evaluator for are transferred to the new manager for the employee. If there’s a manager change this is what happens:
   • If there are multiple manager changes on the same day it checks for who the manager is at the time of processing. It doesn’t process all previous manager records on the same day.
   • If the employee has any performance documents that aren’t started, or in-progress. It doesn’t process the performance documents if the status is completed or cancelled.
   • If the previous manager was the performance document manager.
3. Set the HRC_Disable_HCM_Events_Processing profile option to N. An event is triggered only if you change the manager, it isn’t triggered if you delete the manager and add a new one.

4. Schedule the Transfer Performance Documents with Manager Change process. When run daily, the process determines if there are any manager changes with an effective date today or earlier which haven't been processed. It then transfers performance documents for those manager changes from the previous manager to the new manager according to the configured manager type. Notifications are sent for each performance document that’s transferred to the new manager, if enabled.

Note: The application purges any data older than 180 days that's saved as a result of HCM Events.