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Oracle HCM Cloud: Interim Evaluations in Performance Documents
Set up the performance process flow and the review period. • Create performance process flows to include tasks for the manager and worker rating the worker for the annual and quarterly evaluations and the project evaluations. You can use the same process flow for both. • Create the sections required by the process flow, including at least these three sections: • Profile Content (Competencies) • Performance Goals or Development Goals • Overall Summary • Create a review period to use in all performance document periods.
Review Period Navigate to: My client groups> Performance >Review Period
Step 1: Click on the review periods to define the period of evaluationStep 2: Click on the ‘Create Review Period’Step 3: Enter Review Period Name Set Status as ‘Active’Enter Start and End Date for the Review period Step 4: Click on “Save and Close”
Process flow Navigate to: My client groups> Performance >Performance Process Flows
Step 1: Click on the Performance Process flowsStep2: Enter the Name of the Performance flow Enter from and to dateSelect the Required tasks involved in the Performance review
Note: “Tasks” are evaluation steps that are carried out in sequential order during the performance review
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