(25B) Oracle Fusion Cloud HCM: Configure Goal and Performance Management

Goal Management Overview

• Common Questions
• Oracle Human Capital Management
• What Is A Goal?
• Why Use Goals?
• Who Is Involved In Implementing Goal Management?
• What Types Of Goal Are There?
• How Are Performance Goals Used?
• How Are Development Goals Used?
• Performance Management
• Workforce Goals to Performance*
• Key Points
• Practices

Goal Management Setup

• Common Questions
• Implementor Setup Tasks
• Prerequisites
• Enable Goal and Performance Management
• Edit Profile Options
• Edit Lookups
• Edit Descriptive Flexfields
• Additional Configurations
• Key Points
• Practices

Review Periods

• Common Questions
• What Is A Review Period?
• How Do I Create A Review Period?
• How Can I Modify Review Periods?
• Key Points
• Practices

The Goal Library

• Common Questions
• Workforce Goals to Performance*
• What Is The Goal Library?
• Goal Visibility
• How Do You Add Goals To The Goal Library? Step 1: Set The Library Info
• How Do You Add Goals To The Goal Library? Step 2: Configure The Goal
• Key Points
• Practices

Goal Plans

• Common Questions
• Workforce Goals to Performance*
• What Is A Goal Plan?
• How Are Goal Plans Used?
• Primary Goal Plans
• How Do You Create A Goal Plan?
• How Do You Add Goals To A Goal Plan?
• How Do You Assign Goal Plans To Workers?
• Key Points
• Practices

Eligibility Profiles for Goals

• Common Questions
• What Is An Eligibility Profile?
• How Are Eligibility Profiles Used?
• How Do You Create An Eligibility Profile?
• How Do You Add Criteria To An Eligibility Profile?
• How Do You Use An Eligibility Profile?
• How Do Eligibility Profiles Combine?
• Key Points
• Practices

Goal Administration

• Common Questions
• Workforce Goals to Performance*
• What Is A Goal?
• How Does A Worker Get Assigned A Performance Goal?
• How Does A Worker Get Assigned A Development Goal?
• Goal Assignment, Sharing, And Alignment
• What Are The Components Of A Goal?
• Implementing Goals: Profile Options For Goals
• Implementing Goals: Redwood Experience For Goals
• Implementing Goals: Lookups
• How Do You Create A Goal? Step 1: Describe The Goal
• How Do You Create A Goal? Step 2: Provide Performance Details
• How Do You Create A Goal? Step 2: Provide Development Details
• How Do You Create A Goal? Step 3: Add Measurements and Tasks
• What Else Can Workers Do With Goals?
• Key Points
• Practices

Scheduled Processes For Goals

• Common Questions
• What Processes Are There That Support Goal Management?
• Assign Goal Plans
• Configure Mass Assignment Or Sharing
• Mass Assign Or Share Goals
• Purge Goal Temporary Records
• Check Goal Data Integrity
• Key Points
• Practices

Goal Approvals

• Common Questions
• Workforce Goals to Performance*
• When Are Approvals Required For Goal Changes?
• Goal Approval Process
• How Do You Configure The Goal Approval Process?
• Transaction Console: Enable Automatic Approvals
• Configure The Rule
• Additional Configurations
• Administrative Approval
• Key Points
• Practices

Goal And Performance Notifications

• Common Questions
• Workforce Goals to Performance*
• How Are Users Notified Of Important Goal Changes?
• What Tool Do You Use To Configure Goal Notifications?
• How Do You Enable Or Disable A Goal Notification?
• How Do You Edit A Goal Notification?
• Performance Notifications: Profile Options
• Performance Notification: Enable or Disable Individual Notifications
• Key Points
• Practices

Performance Management Overview

• Common Questions
• Workforce Goals to Performance*
• What Is A Performance Document?
• What Types Of Performance Document Are There?
• What Are The Components Of A Performance Document?
• What Is A Check-In Document?
• Who Is Involved In the Performance Management Cycle?
• Key Points

Performance Management Setup

• Common Questions
• Implementor Setup Tasks
• Enable Goal and Performance Management
• Redwood Experience For Performance Check-Ins
• Edit Profile Options
• Edit Lookups
• Edit Descriptive Flexfields
• Additional Configurations
• Key Points
• Practices

Questionnaires

• Common Questions
• Workforce Goals to Performance*
• What Is A Questionnaire?
• How Do You Create A Questionnaire?
• Configure The Question Library: Subscriber And Folder
• Add A Question To The Question Library: Add Basic Information
• Add A Question To The Question Library: Add The Question
• Add A Question To The Question Library: Add The Response
• Create A Questionnaire Template: Basic Information
• Create A Questionnaire Template: Content Formatting
• Create A Questionnaire Template: Add Sections And Questions
• Create A Questionnaire: Choose The Template
• Create A Questionnaire: Basic Information
• Create A Questionnaire:
• Create A Questionnaire: Scoring
• Key Points
• Practices

Performance Process Flows

• Common Questions
• Workforce Goals to Performance*
• What Is A Performance Process Flow?
• What Are The Available Tasks For A Performance Process Flow? Tasks That Do Not Have Subtasks
• What Are The Available Tasks For A Performance Process Flow? Tasks That Have Subtasks
• How Do You Create A Performance Process Flow? Step 1: Enter the Basic
• Details
• How Do You Create A Performance Process Flow? Step 2: Add Tasks And Set Options For Them
• How Do You Create A Performance Process Flow? Step 3: Name The Tasks And Set The Task Sequence
• Key Points
• Practices

Eligibility Profiles for Performance Documents

• Common Questions
• What Is An Eligibility Profile?
• How Are Eligibility Profiles Used?
• How Do You Create An Eligibility Profile?
• How Do You Add Criteria To An Eligibility Profile?
• How Do You Use An Eligibility Profile?
• Use Eligibility Profiles For Specific Review Periods
• Use Eligibility Profiles For Check-In Templates
• How Do Eligibility Profiles Combine?
• Run The Eligibility Batch Process
• Manage Individual Eligibility
• Key Points
• Practices

Performance Document Types And Template Sections

• Common Questions
• Workforce Goals to Performance*
• What Is A Performance Document Type?
• How Do You Create A Performance Document Type?
• What Is A Performance Template Section?
• What Performance Template Section Types Are Available?
• How Do You Create A Performance Template Section? Step 1: Configure The Section Details
• How Do You Create A Performance Template Section? Step 2: Configure The Section Processing
• How Do You Create A Performance Template Section? Step 3: Configure The Item Processing
• Key Points
• Practices

Performance Templates

• Common Questions
• Workforce Goals to Performance*
• Review: Performance Templates
• How Do You Create A Performance Template?
• Step 1.1: What Information Do You Enter?
• Step 1.2: Add The Participants
• Step 2: Configure the Performance Process Flow
• Step 3: Add Sections
• Step 4: Add Section Items
• Step 5: Add Review Periods and Deadlines
• Check-In Templates
• Key Points
• Practices

Performance Evaluations

• Common Questions
• Workforce Goals to Performance*
• Who Creates Performance Documents?
• Who Does What?
• All-In-One Performance Documents
• What Can HR Specialists Do?
• Key Points
• Practices

Configure The User Interface

• Common Questions
• Which Tool Do You Use?
• What Is Transaction Design Studio?
• How Do You Use Transaction Design Studio?
• What Is Visual Builder Studio?
• How Do You Use Visual Builder Studio?
• What Other Tools Are There?
• Key Points

Auditing

• Common Questions
• What Is Auditing?
• How Do You Enable Auditing?
• Configure An Audit Object
• Review The Audit Logs
• Key Points
• Practices

Troubleshooting

• Common Questions
• What Are Some Common Issues In Goal And Performance Management?
• Is The Issue Expected Application Behavior?
• Check The Performance Roles For The Template
• Check The Security Roles
• Diagnostic Tests
• Key Points
• Practices

Information Resources

• Information Resources
• Oracle Help Center
• My Oracle Support
• Oracle Cloud Customer Connect
• Oracle University
• Oracle Partner Community