Using the Performance Management page, HR Professionals can perform the following tasks:

Set up Performance Management Information

HR Professionals can:

• Manage objectives library

  The Objectives Library is a collection of reusable objectives that you create and maintain using the Objectives Library function. This function enables you to manage the enterprise objective-setting process efficiently.

  See: The Objectives Library

• Manage questionnaires

  The Questionnaire Administration function helps to create questionnaires for use in appraisals or surveys.

  See: The Questionnaire Administration

• Manage appraisal templates

  The appraisal template is the design document for an appraisal. The template's main function is to configure all sections of the appraisal to suit the appraisal purpose or enterprise requirements.

  See: The Appraisal Template

• Manage competency and objective templates

  To assess competencies and objectives during an appraisal, you must include a competency assessment template and an objective assessment template in the appraisal template. You design competency assessment templates and objective assessment templates to meet enterprise requirements.

  The competency assessment template specifies how to assess competencies in appraisals.

  The objective assessment template specifies how to assess objectives in appraisals.

  See: Assessment Templates

Administer Performance Management Plans

HR Professional can:

• Manage performance management plans

  The Performance Management Plan (PMP) defines the performance-management process for a specified period, such as a calendar year. HR Professionals can create and manage the PMP using the Performance Management Plans function.

  See: Performance Management Plans

• Manage performance management plan administration tasks

  Using the Performance Management Plan Administration Home Page, HR Professionals can perform tasks such as enrolling workers into published plans or refreshing scorecards.

  See: Performance-Management Plan Administration Tasks

Monitor Processes and Reports

Using the Process Monitor and Reports link in the Batch Requests region, HR Professionals can navigate to the Monitor Concurrent Programs page to view logs, summary, and error reports of Oracle Performance Management processes.

See: Monitoring Processes and Reports

Running Requests

HR Professionals can run the following requests from the Batch Requests region:

• Mass Notification

  See: Running the Mass Notifications Program

• Mass Appraisal Creation

  See: Running the Mass Appraisal Creation

• Mass Change Main Appraiser: Run this request to perform mass change of main appraiser of performance management plan appraisals. To perform mass change of main appraiser of appraisals created using the Appraisals function, you must select the Mass Change Main Appraiser function available from the HR Professional responsibility.

  See: Performing Mass Change of Main Appraiser

To view logs, summary, and error reports of these process, see: Monitoring Processes and Reports

Switch as Manager and Switch as Employee Functions

Switch as Manager

An HR professional can work as another manager including the top manager in the plan hierarchy. This function enables an HR Professional to access Performance Management Plans of the switched manager and work on the performance-management tasks.

Switch as Employee

This function enables an HR Professional to work as another employee and access that employee's performance-management tasks.

Viewing and Updating Appraisals of Terminated Workers

The following table explains how HR Professionals can view and update appraisals of terminated workers:

When updating appraisals, HR Professionals can change the main appraiser, and enter overall rating and comments for standard and performance-management appraisals.