The Appraisals function, accessed using the Employee and Manager responsibilities, manages the structure, content, and distribution of the worker appraisal process. Before creating an appraisal, users must create at least one appraisal template.
You can perform most standard configurations of the appraisal in the appraisal template. For example, to include a Competencies section in the appraisal, you create a competency assessment template and include it in the appraisal template. Otherwise, the appraisal contains no Competencies section.
Organizations that run Oracle Learning Management (formerly Oracle Training Administration) may want to include the Learning Path region in appraisals.
To include the Learning Path region, you can:
Personalize the following pages, enabling both to display the item TraActivitiesRN:
Overview page: mds/selfservice/appraisals/webui/OverviewPG.xml
Main Appraiser Final Ratings page: mds/selfservice/appraisals/webui/MAFinalRatingsPG.xml
Using the page layout tree in the personalization page for the pages listed in Step 1, personalize the region TraActivitiesRN to enable the item Training Courses and remove the item View Competency Gaps.
Personalize relevant pages to show the Learning Path review region.
For standard and 360-degree appraisals, the Add Courses Based on Competency Gaps button can appear only on the main appraiser Give Final Ratings page.
To personalize the Give Final Ratings page:
Click Save as Draft to save the appraisal.
Click Next, then Click Apply.
Click Give Final Ratings.
In the Final Ratings page, select Personalize Page.
Set Rendered to True for the following items:
Default Single Column: (TrainingActRN)
Submit Button: Add Courses Based on Competency Gaps
Header: Learning Path
If you use the Manage Appraisal Templates function to create appraisal templates, you can select Include Learning Path to include this region.
When the main appraiser shares the appraisal with the appraisee, the main appraiser specifies which information the appraisee can view and whether the appraisee can update the appraisal. For example, to share competency ratings and comments, the main appraiser selects the Competency Ratings and Comments check box. By default, all options on the Share Appraisal Details with Appraisee page (except Main Appraiser Retains Ownership) are selected.
To change the initial selection setting of any of the sharing options, you personalize the Appraisal Setup Details page. To personalize any attribute other than the initial setting, you personalize the Share Appraisal Details with Appraisee page. For example, to remove the Participant Details checkbox, you personalize the Share Appraisal Details with Appraisee page. To make Participant Details deselected by default, you personalize the Appraisal Setup Details page.
Note: Within a single appraisal, the application sets the default values once only, when you first access the Appraisal Setup Details page. If you change the default values while an appraisal is in progress, those changes are not apparent in the existing appraisal. The changes become apparent only when you start a new appraisal.
To change the initial values of the sharing options, you select Personalize Page from the Appraisal Setup Details page. Alternatively, you can use the Functional Administrator responsibility, select the Personalization tab, and enter the document path: /oracle/apps/per/selfservice/appraisals/webui/SetupDetailsPG. This approach enables you to change initial values without launching the appraisals process flow.
Note: If you use the Manage Appraisal Templates function, you can configure these sharing options interactively for each appraisal template.
To identify a default appraisal template for an appraisal type (for example, for a standard appraisal), you select Personalize Page from the Appraisal Setup Details page. You personalize the field Message Text Input: (ApprTemplateIdTxtInp) and enter the numeric identifier of the appraisal template.
The following table describes the menu and function names.
Menu and Function Names
| User Menu Name | Function Name |
|---|---|
| Employee Self-Service | Appraisals (HR_EMP_MY_APPR_SS) |
| Employee Self-Service | Performance Management (HR_EMP_TALMGMT_HMPAGE_SS) |
| Contingent Worker Self-Service | Appraisals (HR_EMP_MY_APPR_SS) |
| Contingent Worker Self-Service | Performance Management (HR_EMP_TALMGMT_HMPAGE_SS) |
| Manager Self-Service | Appraisals (HR_MGR_MN_APPR_SS) |
| Manager Self-Service | Performance Management (HR_MGR_TALMGMT_HMPAGE_SS) |
| HR Professional | View Appraisals Manager - HR Sys Admin (HR_VIEW_SYSAPPR_MGR_SS) |
Define the following profile options that affect the Appraisals function:
HR: Appraisee Can Add Participants
HR: Worker Appraisals Menu
HR: Manager Appraisals Menu
Apply Assessment Competencies to Person
Performance Management Source Type
HR: Save and Stay in Appraisals Page
HR: Allow Updates to Objective Details Added by Appraisee
HR :Round Off Decimals in Total Competency and Objective
HR: Display Completed Appraisal from Other Business Groups
HR: Update PMP Appraisals After the Appraisal Period
For information on these profile options, see: Profile Options in Oracle Performance Management
Workflow Process Display Name: Appraisal Details Process
Workflow triggers multiple events, usually notifications to participants. Completion of a standard or 360-Degree appraisal automatically updates the appraisee's competency profile (unless the system profile is disabled), creates or updates the appraisee's learning path, and creates a Performance Review event, which in turn can transfer the overall rating and other data to other modules such as Compensation Workbench.
If you define or configure new functions, you can enable or disable approvals by adding one of the following values to the parameter "pApprovalReqd":
Y [approvals required]
YD [approvals with Dynamic Approval support]
N [no approvals required]
YD is the default value. You cannot enable approvals for self appraisals.
The table below lists the workflow notifications that are specific to appraisals.
Workflow Notifications
| Message Source | Message Name | Subject | Body |
|---|---|---|---|
| SYSADMIN | HR_APPRAISAL_COMMAPPLERR_MSG | An application error has occurred in your process &PROCESS_DISPLAY_NAME performed on &CURRENT_PERSON_DISPLAY_NAME | Your &PROCESS_DISPLAY_NAME performed on &CURRENT_PERSON_DISPLAY_NAME has encountered the following application error: &ERROR_MESSAGE_TEXT Please click the link below to view the changes. The HR Rep/System Administrator has been notified. For further action on this failed transaction, please contact your HR Rep/System Administrator &APPROVAL_HISTORY |
| SYSADMIN | HR_APPRAISAL_COMMIT_APPERR_MSG | An application error has occurred in your &PROCESS_DISPLAY_NAME process | Your process &PROCESS_DISPLAY_NAME has encountered the following application error: &ERROR_MESSAGE_TEXT This process has been cancelled without any changes being made. After correcting the issue, click Retry to complete the transaction. |
| Main Appraiser User Name | HR_APPRAISAL_OTHER_PARTIC_MSG | The appraisal of &REVIEWEE needs your attention as other participant | &FORWARDER has requested that you participate in the appraisal (dated &APPRAISAL_DATE) of &REVIEWEE Comments: &WF_NOTE Please click &OBJECT_URL to view the details. |
| Main Appraiser User Name | HR_APPRAISAL_REVIEWER_MSG | The appraisal of &REVIEWEE needs your attention as reviewer | &FORWARDER has requested that you review the appriaisal (dated &APPRAISAL_DATE) of &REVIEWEE Comments: &WF_NOTE Please click &OBJECT_URL to view the details. |
| Main Appraiser User Name | HR_APPRAISER_MSG | The appraisal of &REVIEWEE needs your attention as appraiser | &FORWARDER has requested that you act as appraiser for the appraisal (dated &APPRAISAL_DATE) of &REVIEWEE Comments: &WF_NOTE Please click &OBJECT_URL to view the details. |
| Main Appraiser User Name | HR_APPRAISAL_COM_APPRAISEE_MSG | Your appraisal has been completed | &FORWARDER has completed your appraisal. Please click &OBJECT_URL to view the appraisal details. |
| Main Appraiser User Name | HR_TRANSFER_TO_APPRAISEE_MSG | Your appraisal has been transferred to you | &FORWARDER has requested that you modify the details of your appraisal dated &APPRAISAL_DATE Comments : &WF_NOTE Please click &OBJECT_URL to view the appraisal details. |
| Main Appraiser User Name | HR_EMBED_SHARE_LATEST_MSG | View latest details of your appraisal | Links to appraisal details |
| SYSADMIN | HR_NTFY_MA_COMPLETE_MSG | &PROCESS_DISPLAY_NAME for &CURRENT_PERSON_DISPLAY_NAME has been approved | Final Approver: &FORWARD_TO_DISPLAY_NAME User Name: &FORWARD_TO_USERNAME Comment: &APPROVAL_COMMENT &PROCESS_DISPLAY_NAME changes for &CURRENT_PERSON_DISPLAY_NAME have been approved and completed. View the status below, and verify the successful completion of the appraisal. This notification requires no action. |
| Main Appraiser User Name | HR_MAIN_APPRAISER_MSG | The appraisal of &REVIEWEE needs your attention as main appraiser | The appraisal (dated &APPRAISAL_DATE) of &REVIEWEE requires your attention as the main appraiser. Comments : &WF_NOTE Please click &OBJECT_URL to view the details. |
| Main Appraiser User Name | HR_PART_TO_MAIN_APPRAISER_MSG | &FORWARDER has completed their appraisal of &REVIEWEE | &FORWARDER has completed their appraisal (dated &APPRAISAL_DATE) of &REVIEWEE Comments : &WF_NOTE Please click &OBJECT_URL to view the details. |
| Main Appraiser User Name | HR_NEW_MAIN_APPRAISER_MSG | You have been selected as main appraiser for the appraisal of &REVIEWEE | &FORWARDER has requested that you take over for &MAIN_APPRAISER as the main appraiser in the appraisal (dated &APPRAISAL_DATE) of &REVIEWEE Comments : &WF_NOTE Please click &OBJECT_URL to view the details. |
| SYSTEM | HR_NTFY_MA_PENDAPPR_MSG | &PROCESS_DISPLAY_NAME for &CURRENT_PERSON_DISPLAY_NAME has been approved and is pending appraisee feedback | Final Approver: &FORWARD_TO_DISPLAY_NAME User Name: &FORWARD_TO_USERNAME Comment: &APPROVAL_COMMENT &PROCESS_DISPLAY_NAME changes for &CURRENT_PERSON_DISPLAY_NAME have been approved. The appraisal requires appraisee feedback. View the status below, and verify the successful completion of the appraisal &HR_APPRAISAL_COMMIT_LOG This notification required no action. |
| Participant | HR_EMBED_PART_TO_MA_MSG | Appraisee &CURRENT_PERSON_DISPLAY_NAME has provided feedback on &PROCESS_DISPLAY_NAME | &CURRENT_PERSON_DISPLAY_NAME has provided feedback on &PROCESS_DISPLAY_NAME This notification requires no action. |
| SYSTEM | HR_EMBED_APPRAISEE_FBCK_MSG | Your appraisal has been completed. Please review and provide feedback. |
You can configure most text (including tips, instructions, and messages) on the Appraisals pages using the Personalize Page function.
To change an Appraisals page title, you edit both the title message and either the Employee Appraisals menu or the Manager Appraisals menu.
To change the title message, you log in to HRMS using the Application Developer responsibility and navigate to the Messages window.
The title messages you can edit for the Create Appraisal pages are:
| Appraisals Page | Message | Default Message Text |
|---|---|---|
| Setup Details | HR_INST_APPR_CREATE_SETUP_SS | Create &1: Setup Details |
| Overview | HR_INST_APPR_CREATE_OVIEW_SS | Create &1: Overview |
| Review | HR_INST_APPR_CREATE_REVIEW_SS | Create &1: Review |
The title messages you can edit for the Update Appraisal pages are:
| Appraisals Page | Message | Default Message Text |
|---|---|---|
| Setup Details | HR_INST_APPR_UPDATE_SETUP_SS | Update &1: Setup Details |
| Overview | HR_INST_APPR_UPDATE_OVIEW_SS | Update &1: Overview |
| Review | HR_INST_APPR_UPDATE_REVIEW_SS | Update &1: Review |
The "&1" value in the default message text resolves to the appraisal type value (for example, "Standard Appraisal") from the Employee Appraisals menu or the Manager Appraisals menu, as appropriate. The menus and their default prompts are as follows:
| User Menu Name | Menu | Default Prompts |
|---|---|---|
| Employee Appraisals | HR_EMPLOYEE_APPRAISALS_MENU | Self Appraisal Standard Appraisal 360-Degree Appraisal |
| Manager Appraisals | HR_MANAGER_APPRAISALS_MENU | Standard Appraisal 360-Degree Appraisal |
To change the appraisal type value, navigate to the Menus window and modify the prompt in the relevant menu.
For example, to change the page title "Update Standard Appraisal: Setup Details" to "Modify Annual Appraisal Setup Information" for an employee, you:
Change the message "Update &1: Setup Details" to "Modify &1 Setup Information".
Change the prompt "Standard Appraisal" in HR_EMPLOYEE_APPRAISALS_MENU to "Annual Appraisal".
If the FND: Diagnostic profile option is enabled, you can click About this Page on any appraisal page to display a list of the flexfields on the page.
Managers and HR Professionals can view and update appraisals of terminated workers.
To enable ex-employee and ex-contingent worker support in the search, you change the value of the pEnableTerms parameter value to Y for the Appraisals functions.
To enable HR Professionals to view and update appraisals of terminated workers, set the pEnableTerms parameter to Y for the function: View Appraisals Manager - HR Sys Admin (HR_VIEW_SYSAPPR_MGR_SS).
Note: If you are using a custom version of the HR_VIEW_SYSAPPR_MGR_SS function, you must set the pIsHRProf parameter to Y.
The following table explains how HR Professionals can view and update appraisals of terminated workers:
| Task | Performance-Management Plan Appraisals | Appraisals created using the Appraisals Function |
|---|---|---|
| View appraisals | Use the Switch as Manager function. | Use Advanced Search available in the Appraisals: People page from the Appraisals function. |
| Update appraisals | Use the Update Appraisals of Terminated Workers option available in the Performance Management Plan Administration Tasks page. See: Performance-Management Plan Administration Tasks | Use Advanced Search available in the Appraisals: People page from the Appraisals function. |
Note: As HR Professionals are super users, they can update appraisals if the parameter value is set to Yes. The appraisal template permissions that apply to main appraisers do not apply to HR Professionals. See: Update Appraisals - Main Appraiser
By default, the pEnableTerms parameter is set to Y for these functions:
Manager: Main Appraiser Page (HR_MGR_MN_APPR_SS)
Manager: Performance Management Page (HR_MGR_TALMGMT_SS)
View Appraisals Manager (HR_VIEW_APPRAISALS_MGR_SS)
Setting the parameter for this function enables managers to view appraisals of terminated workers in their hierarchy using the View Appraisals in People Hierarchy button.
The following table explains how managers can view and update appraisals of terminated workers:
| Task | Performance-Management Plan Appraisals | Appraisals created using the Appraisals Function |
|---|---|---|
| View appraisals | For direct reports, view appraisals in the Performance Management Plan Appraisals In Progress table of the Appraisals as Main Appraiser page. To view appraisals of indirect reports use the View Appraisals page. This page appears when you click the View Appraisals in People Hierarchy button. | For direct reports, view appraisals in the Appraisals In Progress table of the Appraisals As Main Appraiser page. To view the appraisals of indirect reports use the View Appraisals page. This page appears when you click the View Appraisals in People Hierarchy button. |
| Update appraisals
Note: To enable main appraisers to update appraisals of terminated workers , in addition to setting the pEnableTerms parameter to Y for the manager functions, the appropriate options in the appraisal template must be configured. For more information on enabling main appraisers to update appraisals of terminated workers, see: The Appraisal Template | For direct reports, update appraisals from the Performance Management Plan Appraisals In Progress table of the Appraisals as Main Appraiser page. For indirect reports, use the Switch as Manager feature to update appraisals. | For direct reports, update appraisals from the Appraisals In Progress table of the Appraisals As Main Appraiser page. To update the appraisals of indirect reports use the View Appraisals page. This page appears when you click the View Appraisals in People Hierarchy button. |
On the Appraisals as Main Appraiser page (MgrMainAppraiserPG), you can display the Terminated Workers tab using the Personalization function. This tabbed region, which shows completed appraisals of ex-employees and ex-contingent workers is hidden by default.
Using the Download and Upload Appraisals functionality, main appraisers, appraisees, and other participants can complete certain sections of the appraisal offline.
See: Downloading and Uploading Appraisals
If your enterprise does not use the Downloading and Uploading Appraisals functionality, then you can hide this feature for managers, employees, and participants, using the Personalization function. Complete the following steps:
On the Appraisals home page, hide the Download button in the Appraisals In-Progress and Performance Management Plan Appraisals In Progress regions.
In the Appraisals In-Progress and Performance Management Plan Appraisals In Progress tables, hide the following columns related to the Downloading and Uploading Appraisals functionality:
Download
Select a File
Upload
Ensure that you hide the Downloading and Uploading Appraisals functionality on the following pages:
My Appraisals (Employee Self-Service responsibility): /oracle/apps/per/selfservice/appraisals/webui/EmpMyAppraisalsPG
Appraisals As Participant: /oracle/apps/per/selfservice/appraisals/webui/EmpParticipantPG
Appraisals as Main Appraiser (Manager Self-Service responsibility)
Appraisals As Participant: /oracle/apps/per/selfservice/appraisals/webui/MgrParticipantPG
When managers or workers create or update objectives or give final appraisal ratings, they can add attachments and make the attachments available globally in Oracle E-Business Suite of applications using the Publish to Catalog feature.
Attachments published to catalog are available to other users if:
The Attachments feature is enabled on Oracle Applications pages.
The Search from Catalog option is enabled on the Oracle Applications pages.
If you do not want managers or workers to use the Publish to Catalog feature for attachments, then you can hide the Publish to Catalog column on the following pages using Personalization:
Create Objectives
Update Objectives
Give Final Ratings: Review
You must personalize the following pages in Employee and Manager Self Service responsibilities:
oracle/apps/per/selfservice/appraisals/webui/ObjDetailsPG
/oracle/apps/per/selfservice/appraisals/webui/ObjUpdatePG
/oracle/apps/per/selfservice/appraisals/webui/MAObjDetailsPG
/oracle/apps/per/selfservice/appraisals/webui/MAObjUpdatePG
/oracle/apps/per/selfservice/appraisals/webui/ObjRatingDetPG
To render off the Publish to Catalog column, navigate to the respective personalization page and click the Personalize link for Attachment Table: Objective Attachments. In the Personalization Properties page, set the Enable Document Catalog property to False at the required personalization level.
See: Publish to catalog option in Appraisals on My Oracle Support Note ID:730074.1
When main appraisers give final ratings, they can select the Save Attachments check box to save attachments to the self-service transaction and view them in the Oracle HRMS People window. The Save Attachments check box on the Give Final Ratings: Review page is hidden by default. Enterprises can decide whether to display the check box on the Give Final Ratings: Review page using the Personalization feature.
To personalize the contents in the popup windows, set the FND: Personalization Region Link Enabled profile option to Yes
On the Appraisals: People in Hierarchy page, when a manager places the mouse over the Details icon, the Latest Appraisal Information pop-up window appears. By default, this window displays the following fields for an appraisal:
Main Appraiser
Appraisal Date
Appraisal Status
Overall Rating
If required, you can display the following fields on the pop-up window that are hidden by default:
Initiator
Period Start and End Dates
Readiness Level
Retention Potential
When creating or updating appraisals, managers and workers can make quick updates to objectives using the pop-up window that appears when they click the Quick Update icon. The Quick Update icon column is available on the following pages, by default:
Create Appraisal: OverviewPG
Update Appraisal (MAAppraisePG)
You can hide the Quick Update column using personalization, if required.
The Appraisals In Progress and Complete Appraisals tables in the Main Appraiser (MgrMainAppraiserPG) and My Appraisals (EmpMyAppraisalsPG) pages display the Print column, by default. When users click the Print icon, the Configure Print Options for Printable Page appears where the user can select either form or table layout and the required appraisal sections to print. See: Printing Appraisals
The application provides a Print All column in both the tables and the column is hidden by default. The Print All column allows managers and workers to print the entire appraisal based on the permissions defined in the appraisal template. This column, which is hidden by default must be displayed, if required, using the Oracle Framework Personalization feature. If the Print All column is displayed, then the Print column that provides the configurable print options must be hidden.
As an example, the following steps explain how to display the Print All column and hide the Print column in the Main Appraiser (MgrMainAppraiserPG) page:
Personalization in the Appraisals In Progress Table
To display the Print All column:
Set the Personalize Self - Service Defn and Disable Self - Service Personal personalization options to Yes.
Navigate to the Manager Self-Service responsibility.
Navigate to the Main Appraiser (MgrMainAppraiserPG) page.
Click the Personalize "Appraisals In Progress" link in the Appraisals In Progress section. The Personalize Region: Appraisals In Progress page appears.
Click Complete View and Expand All in the Personalization Structure section.
Navigate to the Image: Print All row.
Click the Personalize pencil icon. The Personalize Image : Print All page appears.
Scroll to the Rendered row. The default value is false.
Select True at the required level.
Click Apply.
Click Return to Application.
To hide the Print column:
Navigate to the Personalize Region: Appraisals In Progress page.
Click the Personalize icon in the Image: Print row. The Personalize Image : Print appears.
Scroll to the Rendered row. The default value is true.
Select false at the required level.
Click Apply.
Click Return to Application.
Personalization in the Completed Appraisals Table
To display the Print All column:
Navigate to the Main Appraiser (MgrMainAppraiserPG) page.
Click the Personalize "Personalize Appraisal Results" link in the Completed Appraisals section. The Personalize Region: Appraisal Results page appears.
Click Complete View and Expand All in the Personalization Structure section.
Navigate to the Image: Print All row.
Click the Personalize pencil icon. The Personalize Image : Print All page appears.
Scroll to the Rendered row. The default value is false.
Select True at the required level.
Click Apply.
Click Return to Application.
To hide the Print column:
Navigate to the Personalize Region: Appraisal Results page.
Click the Personalize icon in the Image: Print row. The Personalize Image : Print appears.
Scroll to the Rendered row. The default value is true.
Select false at the required level.
Click Apply.
Click Return to Application.
Perform similar steps to display the Print All column and hide the Print column in the My Appraisals (EmpMyAppraisalsPG) page.
Using the Configure Print Options for Printable page managers and workers can print appraisals in the Adobe Acrobat PDF format. They have the flexibility to select the required print layout and the appraisal sections that they want to print. See: Printing Appraisals
Oracle Performance Management provides a predefined 'Appraisal Printable Template', which is an Oracle XML Publisher RTF template to print appraisals in the PDF format. Enterprises can use the predefined template or create their own RTF template to meet their business requirements.
The following steps explain how to create and use a custom template:
Create a copy of the predefined 'Appraisal Printable Template'.
Make the required changes in the custom RTF template.
Name the custom RTF template in the 'PERAPPRCUSTPRINT_Appraisal_Template_ID' (Appraisal_ID is a number) format, so that the application identifies and uses the custom RTF template instead of the predefined RTF template.
Deploy the custom template using the XML Publisher Administrator responsibility.
For information how to create XML Publisher templates and deploy them, refer to the Oracle XML Publisher Administration and Developer's Guide and Oracle XML Publisher Report Designer's Guide.
Using the Configure Print Options for Printable Page, if managers or workers try to print an appraisal that includes a questionnaire based on the Questionnaire HTML model (HR_QUEST_ADMIN_SS), only the answers get printed correctly in the PDF report.
In place of questions, the report displays the following placeholder content for questions:
For example:
Appraisee questionnaire section displays:
First Question for appraisee goes here
Second Question for appraisee goes here
Main Appraiser questionnaire section displays:
First Question for main appraiser goes here
Second Question for main appraiser goes here
If you are using the HTML based questionnaire model and the Configurable Print functionality to print PDF of appraisals, then to ensure that the application retrieves questions from the database for the Print PDF report, you must manually enter questions in the print RTF template (predefined or custom).
Steps to manually enter questions in the print RTF template:
Download the print RTF template that is used to print appraisals.
Open the RTF template.
Navigate to the Questionnaire section. You can view the placeholder content for questions.
Replace the placeholder content for questions with the actual questions. For information on how to modify templates refer to: Oracle XML Publisher Administration and Developer's Guide and Oracle XML Publisher Report Designer's Guide.
Save your work.
Deploy the template using the XML Publisher Administrator responsibility.
Questionnaires based on the Questionnaire Administration (HR_QUEST_ADMIN_NEW_SS) can be printed using the Configurable Print feature without making any changes to the print RTF template, unless there is a requirement to customize the template.