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Oracle HCM Cloud: Interim
Evaluations in
Performance Documents
Set up the performance process flow and the review period.
1.Create performance process flows to include tasks for the manager and worker
rating the worker for the annual and quarterly evaluations and the project
evaluations. You can use the same process flow for both.
2.Create the sections required by the process flow, including at least these three
sections:
1.Profile Content (Competencies)
2.Performance Goals or Development Goals
3.Overall Summary
3.Create a review period to use in all performance document periods.
Review Period
Navigate to: My client groups> Performance >Review Period
Step 1: Click on the review periods to define the period of evaluation
Step 2: Click on the ‘Create Review Period’
Step 3: Enter Review Period Name
Set Status as ‘Active’
Enter Start and End Date for the Review period
Step 4: Click on “Save and Close”
Note: Review Period, once created,
cannot be edited
Process flow
Navigate to: My client groups> Performance >Performance Process Flows
Step 1: Click on the Performance Process flows
Step2: Enter the Name of the Performance flow
Enter from and to date
Select the Required tasks involved in the Performance review
Note: “Tasks” are evaluation steps that are carried out in
sequential order during the performance review
Tangenz PPT-17.08.2022.pptx

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Tangenz PPT-17.08.2022.pptx

  • 1. Oracle HCM Cloud: Interim Evaluations in Performance Documents
  • 2. Set up the performance process flow and the review period. 1.Create performance process flows to include tasks for the manager and worker rating the worker for the annual and quarterly evaluations and the project evaluations. You can use the same process flow for both. 2.Create the sections required by the process flow, including at least these three sections: 1.Profile Content (Competencies) 2.Performance Goals or Development Goals 3.Overall Summary 3.Create a review period to use in all performance document periods.
  • 3. Review Period Navigate to: My client groups> Performance >Review Period
  • 4. Step 1: Click on the review periods to define the period of evaluation Step 2: Click on the ‘Create Review Period’ Step 3: Enter Review Period Name Set Status as ‘Active’ Enter Start and End Date for the Review period Step 4: Click on “Save and Close”
  • 5. Note: Review Period, once created, cannot be edited
  • 6. Process flow Navigate to: My client groups> Performance >Performance Process Flows
  • 7. Step 1: Click on the Performance Process flows Step2: Enter the Name of the Performance flow Enter from and to date Select the Required tasks involved in the Performance review
  • 8. Note: “Tasks” are evaluation steps that are carried out in sequential order during the performance review