This topic provides information on updating appraisals of terminated workers.
Oracle Performance Management provides a configurable option in the appraisal template that enables main appraisers to update appraisals (appraisals created using the Appraisals function and performance-management plan appraisals) of ex-employees and ex-contingent workers.
Main appraisers can update appraisals of terminated workers only if the last standard process date is available for workers. The appraisal of a terminated worker is open for update to a main appraiser until the worker's final process date and is unavailable after the final process date.
Note: The ability to update and complete appraisals of terminated workers after the final process date is available to an HR Professional only. To meet legislative requirements, an HR Professional can update or complete the appraisal of a terminated worker after the worker's final process date. However, the HR Professional can update the appraisal of a terminated worker after the worker's final process date, only if there is a benefits assignment associated with the worker's record. In such cases, the HR Professional can search for the worker record using the First Name and Last Name fields as there is no assignment number for such an assignment. If the terminated worker has no benefits assignment, then the HR Professional cannot update the appraisal of such a worker beyond the final process date.
If an HR Professional defines the configurable options to enable updates to appraisals of terminated workers, then a main appraiser can:
Update the appraisals of terminated workers that are at the Saved, Planned, Transferred, or Ongoing status in the Appraisals as Main Appraiser page regions: Appraisals In Progress and Performance Management Plan Appraisals In Progress. The main appraiser can update and complete all sections of an ex-employee's or ex-contingent worker's appraisal.
Note: The main appraiser can update an appraisal, if it is at the Transferred status and the main appraiser retains ownership of the appraisal. The main appraiser cannot update an appraisal of a terminated worker, if it is at the Transferred status, with 'Update Appraisal' permission granted to the appraisee. In such a scenario, the HR Professional can use the Switch as a Manager feature, search, and update the appraisal. Only the HR Professional can view and update appraisals of terminated workers that are at the Pending Approval status.
Based on enterprise requirements, appraisees, main appraisers, or HR professionals can access and update appraisals of workers whose termination date is set to a future date. These appraisals can be appraisals created using the Appraisals function or performance-management plan appraisals.