To run the Publish Performance Management Plan program:A Performance Management Plan has no effect until you publish it. When you publish the plan, the process automatically generates personal scorecards for all plan members and a list of tasks to guide plan members through the performance-management process.
See: Personal Scorecards
See: Manager Performance-Management Tasks and Worker Performance-Management Tasks
You can publish PMPs from the Performance Management Plans page as well as using the Submit Request window. Typically, when you publish the plan for the first time, you publish from the Performance Management Plans page. After you publish a PMP, you can republish it, for example, to include new hires into the PMP. You can schedule this program to run automatically based on your enterprise requirements to update the plan population periodically.
Note: During the plan publish process, the application evaluates population eligibility and creates scorecards for eligible workers only. If a worker becomes ineligible after the scorecard is created, then the application does not remove the scorecard that is already created for the worker when the plan is republished.
To run the Publish Performance Management Plan program:In the Name field, select Publish Performance Management Plan.
The Parameters window opens.
In the Effective Date field, enter the date on which the application is to publish the plan.
Select the plan that you want to publish.
The Reverse parameter is no longer supported. You can roll back performance management plans.
The What if parameter is no longer supported.
In the Log Output field, select Yes to create a debug log file of the Publish Performance Management Plan program.
In the Action parameter group field, set the maximum errors value allowed for the process. This is defined using the Payroll Action Groups window.
In the Workflow Item type field, if you are using a custom workflow item type, then enter that value. Otherwise, the program uses the predefined HRWPM workflow item type.
Enter the workflow process that the application must use to notify the plan population. The default workflow process is HR_NOTIFY_WPM_PLAN_POP_PRC.
Click OK, and then Submit.
When you republish a performance management plan, the application does not delete appraisals and scorecards of workers if they are no longer part of the published plan population, for example, because of termination or transfer to another plan. The application changes the status of these appraisals and scorecards to Transferred from Plan. This status is displayed for all scorecards and appraisals of workers who are either terminated or transferred from the published plans. You can view the scorecards and appraisals with the Transferred from Plan status on the Monitor Plan page using the HR Professional or HRMS Manager responsibilities. You cannot view or access the scorecards or appraisals with Transferred from Plan status using Employee or Manager Self-Service responsibilities.
Using the Transfer Objectives option on the Performance Management Plan Administration Home Page, you can copy objectives and competencies from a worker's source plan to the worker's new plan or destination plan. You can use this option for workers who cannot access objectives or appraisals of the source plan as they are no longer part of the source plan population because of transfer. For information on the details that are copied from the source plan to the destination plan and the tasks for the supervisor of the destination plan see: Performance-Management Plan Administration Tasks