Oracle Performance Management gives main appraisers, appraisees, and other participants the flexibility to download in-progress appraisals, update appraisals without being connected to the application (away from the workplace, for example), and upload them later. The appraisal participants can benefit from this feature as it gives them time and privacy to complete either their own or other workers' appraisals.
Your role determines the appraisals that you can download and update offline from the following pages:
My Appraisals page for employees
Appraisals as Main Appraiser for managers
Appraisals As Participant for other participants
As main appraisers and appraisees, you must own the appraisals to work on the appraisals offline. Other participants can work on the appraisals offline when their Participation Status is Open.
Note: Of the three appraisal participant types, only other participants can complete the appraisals offline.
You can download sections of the appraisal that do not require a connection to the application and that require time for completion.
If you are assessing a manager or a worker, then you can perform the following appraisal tasks offline:
Update competencies
Update and add objectives
Complete the questionnaire
Provide an overall rating and comments
For managers, you can work on the advancement potential section.
If you have the role of other participant contributing to 360-degree appraisals, you can complete questionnaires about the appraisee's performance and provide overall feedback offline.
Managers, appraisers, and other participants can download more than one appraisal at a time. Employees can download their own current appraisal and any other appraisals for which they are an other participant.
Appraisal participants can select to download a single appraisal by clicking the Download icon. The application downloads the appraisal in a Microsoft Excel file. You can select multiple appraisals and click the Download button to download multiple appraisals. If you select to download more than one appraisal, then the single zip file contains all of the Microsoft Excel appraisal worksheets.
The file name of the appraisal worksheet contains the appraisee's name and the appraisal date. To work on the appraisal, appraisal participants must extract the zip file to their local PC. After they complete the required appraisal they can upload the Excel worksheet. If you are uploading multiple appraisal worksheets, then you upload them one at a time. The application automatically updates the online appraisal with the latest details.
You can update the online appraisal even if you have already downloaded that appraisal. When you try to update an appraisal that you downloaded, the application displays a warning message that you have already downloaded the appraisal. You can either ignore the upload and continue to work on the online appraisal, or you can upload the appraisal and update it online.