What are we up to?
In this article we will see the workaround to know who all workers are eligible for any performance document. Currently oracle doesn’t provide any way to list down employees eligible or selected for any performance document.
What you can do now is check one by one by going to task My Client Group » Performance » Performance Document Eligibility
There you can search by Employee, Manager or Department.
One you see any employee you will have to click on the worker name and then you have to select appropriate review period to know what all performance document this employee is eligible for.
But obviously this is not going to help any way. We need to know it by performance document. So until oracle delivers this functionality here is the workaround.
Run the batch eligibility process
First thing you need to do is run the Eligibility Batch Process with value NO for parameter Create Eligible Performance Document. This will ensure that no performance document is created and you are just validating it to see who all are eligible.
Create an OTBI report to see eligible workers
Next step is to create an OTBI report. If you have never created any OTBI report before don’t worry just follow the simple steps given in this article » Learn How to Create OTBI Reports in Oracle Cloud Step by Step and you will become Pro!!
Once you have got hands on this, what you need to do is select the subject area Workforce Performance – Performance Document Eligibility Real Time and then select following folders and columns.
| Folder | Column |
| Worker | Name |
| Person Number | |
| Manager Name | |
| Performance Document Eligibility Details | Eligibility |
| Eligibility Override | |
| Calculated Eligibility | |
| Performance Document | Name |
| Performance Document Start Date | |
| Performance Document End Date | |
| Review Period | Review Period Name |
| Period Start Date | |
| Period End date | |
| Performance Template | Name |
When you will run the report you can see awesome result as shown below.
Have any question?
Hope this was of any help. If you have any question, please post them here – Oracle Fusion Forum
