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How to Configure and Use Check-In Performance Document?

Avinash by Avinash
in Oracle Cloud HCM Functional, Oracle Cloud Performance Management, Oracle Cloud Talent Management
Reading Time: 8 mins read
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Configure Check-in document
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1. What is Oracle’s Check-In performance Document?

Using check-in document employees and managers can have recurring and meaningful discussions throughout the year and can also provide periodic feedback. Check-in document can be either initiated by employee or manager. When workers or managers create a check-in document, they must select the review period and a check-in template. In a check-in document you can have questionnaire and create discussion topics for performance and development goals. You can also add notes to any discussion topics.

You can control who would be eligible for any check-in document by assigning eligibility profile to check-in template.

2. Roles needed for Check-In Template

  • By default, only the HR specialist role can create check-in templates (Privilege Name: HRA_MANAGE_PERFORMANCE_TEMPLATE_PRIV).
  • You must add ORA_HRA_MANAGE_CHECK_IN_DOCUMENT aggregate privilege to Worker and Line Manager job roles to manage check-in documents

3. Be ready with what you need for Check-In Template

3.1 Required Setup

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