Using the Performance Management Plan Administration Home Page, HR Professionals can perform the following tasks for published performance-management plans:

• Change the top supervisor for a plan

• Enroll workers into published plans

• Extend the objective setting deadline date for workers

• Remove worker scorecards

• Reopen worker scorecards

• Refresh worker scorecards

• Reopen appraisals of workers

• Run the Refresh Appraisal Summary program

• Transfer objectives of workers

• Update appraisals of terminated workers

Changing the Top Supervisor for a Plan

Using the Change the Top Supervisor for Plan option, HR Professionals can change the topmost supervisor for a plan, if the topmost supervisor of the plan is transferred out of the plan or terminated.

1. Select a published plan, then option, and click Continue. The application displays the plan details along with the current supervisor name.

2. Search for a new supervisor using the search criteria such as worker name, email, or worker number.

3. Select the new topmost supervisor from the active list of workers displayed in the search results.

4. Select whether to commit or rollback the results of the task in the Mode field. Select Rollback to review the results in the process log file without committing changes to the database. In Rollback mode, the request runs in the report-only mode and does not update the database. Note down the request ID of the rollback request. After analyzing the results in the log on how changing the topmost supervisor of the plan impacts the plan population, select the Commit mode. Enter the request ID of the rollback action when you select the Commit mode.

5. Click Submit and the application runs a concurrent request to change the topmost supervisor for the plan.

6. View your request using the request ID on the Monitor Concurrent Programs page. The log file displays the concurrent request results.

If the process completes successfully, then the application rebuilds the plan population based on the changed topmost supervisor. The log displays the total number of workers in the plan prior to changing the topmost supervisor and the total number of workers in the plan after changing the topmost supervisor.

The new topmost supervisor receives FYI notification after the task is processed.

Enrolling Workers into Published Plans

Using the Enroll Workers option, HR Professionals can include new hires and transferred workers into published performance management plans, if they qualify the criteria defined for the plan population.

1. Select a published plan, then option, and click Continue. The application displays the plan details.

2. Select active employees or contingent workers for enrolling into a plan and submit the request. You can enroll 25 workers at a time.

3. Click Submit and the application runs a concurrent request to enroll selected workers into the plan. The process verifies if the worker is eligible for the plan by checking whether the worker belongs to the hierarchy specified in the plan. You can view your request using the request ID on the Monitor Concurrent Programs page. The log file displays the concurrent request results.

The application displays a warning message if workers cannot be enrolled into the plan. If the process completes successfully, then it:

• Creates scorecards for workers.

• Adds objectives based on the workers' eligibility, if the Automatic Allocation of objectives check box is enabled for the plan.

• Creates appraisals, if the plan has an appraisal period and if at least one appraisal exists for the plan.

• Sends workers FYI notifications.

Extending the Objective Setting Deadline Date for Workers

Using the Extend Objective Setting for Worker option, HR Professionals can extend the objective setting deadline date for a worker or group of workers till the date appraisals start for a plan that includes objective setting and appraisals. Use this option if workers have not completed their objective setting task within their objective setting period.

1. Select a published plan, then option, and click Continue.

2. Search for workers using the search criteria such as worker number, name, or email. The search results display the worker name, supervisor name, and the current objective setting date.

3. Enter the new objective setting date separately in each row for each worker or enter a common objective setting date for selected workers and click Default to All to apply the new date for all the selected workers.

4. Click Submit and the application runs a concurrent program.

5. View your request using the request ID on the Monitor Concurrent Programs page. The log file displays the concurrent request results.

If the program runs successfully, then the objective setting date of the selected workers is extended and they receive FYI notifications. From their home page, workers can access their objective setting task and complete their objective setting.

Refreshing Scorecards

Using the Refresh Scorecard option, HR Professionals can refresh scorecards to reevaluate the objective eligibility and include additional objectives, if any, into the scorecard, due to changes in eligibility. For example, because of promotion a worker becomes eligible for more objectives. In this case, the refresh action reevaluates the objective eligibility criteria and adds the additional objectives to the worker's existing scorecard based on the changed eligibility

1. Select a published plan, then option, and click Continue.

2. Select workers whose scorecards that you want to refresh and submit the request. Search for scorecards using the worker name. The search returns active scorecards available for the plan. You can refresh 25 scorecards at a time.

3. Click Submit and the application runs a concurrent request to refresh scorecards of the selected workers.

4. View your request using the request ID on the Monitor Concurrent Programs page. The log file displays the concurrent request results.

Managers and workers receive FYI notifications when scorecards are refreshed.

Removing Scorecards

Using the Remove Scorecard option, HR Professionals can remove scorecards of terminated workers or of workers who are no longer part of the plan population.

1. Select a published plan, then option, and click Continue.

2. Select the list of scorecards that you want to remove from the published plan, and submit the task. The application runs a concurrent request to remove the scorecards.

3. View your request using the request ID on the Monitor Concurrent Programs page. You can view a log file for the request. The log file displays the concurrent request results. You can remove 25 scorecards at a time.

Workers receive FYI notifications when scorecards are removed.

Reopening Appraisals

Using the Reopen Appraisal option, HR Professionals can reopen appraisals that are at the Pending Approval or Completed status. You can reopen 25 appraisals at a time.

1. Select a published plan, then option, and click Continue.

2. Select the appraisals that you want to reopen and submit the tasks. The application runs a concurrent request to reopen the appraisals.

3. View your request using the request ID on the Monitor Concurrent Programs page. The log file displays the concurrent request results.

Once an appraisal is reopened, the appraisal status changes to Ongoing. Managers and workers receive FYI notifications. Managers can access reopened appraisals from the Appraisals In Progress table and edit the appraisals. Managers must share the reopened appraisal with the appraisee, before completing this appraisal again.

Reopening Scorecards

Using the Reopen Scorecard option, HR Professionals can reopen scorecards if the objective setting period is open to enable managers to edit worker scorecards. You can reopen a scorecard if the Allow Changes Outside This Period check box is selected for the plan, and the appraisal period has not started. This feature helps in case a manager completes objective setting for a particular worker and then realizes that some objectives must be added to the worker's scorecard. You can reopen 25 scorecards at a time.

1. Select a published plan, then option, and click Continue.

2. Select the list of scorecards that you want to reopen, and submit the task. The application runs a concurrent request to reopen the scorecards.

3. View your request using the request ID on the Monitor Concurrent Programs page. You can view a log file for the request.

When the process reopens a scorecard, managers and workers receive FYI notifications, and the status of the scorecard changes to With Manager and is available for the manager to edit.

Transferring Objectives of Workers

Using the Transfer Objectives option, HR Professionals can copy objectives and competencies from a worker's source plan to the worker's new plan or destination plan. For information on details that are copied, see, this table. 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 the transfer.

You can transfer objectives of single or multiple workers. You can select multiple workers belonging to the same source plan and who are required to be transferred to the same destination plan. The plan details that you view depend on the type of the plan: whether the plan includes only objective setting, only appraisal, or both objective setting and appraisal.

1. Select a published plan, then option, and click Continue.

2. View the plan that includes information such as plan administrator, start and end dates, and previous plan name.

3. Select the destination plan and then select the details that you want to transfer from the source plan to the destination plan:

   1. Scorecard: Only scorecard is transferred from the source plan to the destination plan.

   2. Scorecard and Appraisal: Both scorecard and appraisal of the source plan are transferred to the destination plan.

   3. Worker: Only worker's details are transferred from the source plan to the destination plan without the scorecard and appraisal details. This option helps to remove workers from the source plan and enroll them into the destination plan.

4. Click Submit and the application runs a concurrent program.

5. View your request using the request ID on the Monitor Concurrent Programs page. The log file displays the concurrent request results.

The following table describes the details that are copied from the source plan to the destination plan considering when the transfer happens:

Details Copied from Source Plan to the Destination Plan

Running the Refresh Appraisal Summary Program

In the Plan Name field, select the plan for which the application must refresh appraisal summary data for reporting purposes. If a performance management plan has multiple appraisals, select the specific appraisal period to view the corresponding appraisal summary. This process does not update any information related to appraisals, rather populates the rating summary information for managers in a separate summary table.

To monitor the program, click the Process Monitor and Reports link on the Performance Management Home page for HR Professionals and navigate to the Monitor Concurrent Programs page.

Updating Appraisals of Ex-Employees or Ex-Contingent Workers

Using the Update Appraisals of Terminated Workers option, an HR Professional can search for a performance-management plan appraisal of a terminated worker, which is at the Ongoing status. The Competencies, Objectives, and Questionnaire regions of the appraisal are read-only.

The HR Professional can update the following fields in an appraisal:

• Main Appraiser

  To transfer the appraisal to a new main appraiser

• Overall Rating

• Overall Comments

When an appraisal is transferred to an appraisee or pending appraisee feedback and the appraisee is terminated, the HR Professional can enter overall rating and comments and complete the worker's appraisal.

When the HR Professional completes updating an appraisal, Oracle Performance Management notifies appropriate recipients. The main appraiser receives notification when the HR Professional transfers the terminated worker's appraisal or completes the worker's appraisal. If a main appraiser is terminated and the HR Professional changes the main appraiser, the appraisee receives a notification to review the appraisal.

Impact of Plan Administration Tasks

The following table summarizes the changes when the HR Professional performs the plan administration tasks:

Impact of Plan Administration Tasks

Loss of objectives when you enroll workers into new plans

You can remove a worker from one performance management plan and enroll the same worker into another performance management plan. When you perform this task, then worker's scorecards of the previous PMP will be lost.