Logic for adding a goal to a goal Plan from Performance (Doc ID 2103757.1)

Last updated on DECEMBER 22, 2016

Applies to:

Oracle Fusion Goal Management Cloud Service - Version 11.1.10.0.0 and later
Information in this document applies to any platform.

Goal

Test 1:
Worker has a Goal Plan: 01-Jan-2015 to 31-Dec-2015, Review Period is with the same dates
HR used Mass Assign Goals functionality to assign a goal to the worker, dates of the goal: 01-Jan-2015 to 31-Dec-2015
Submission date is today.

Result: After the mass assignment, the goal is associated with another goal plan 01-Jan-2001 to 31-Dec-2099 which the worker cannot access

Test 2:
Worker has a Goal Plan: 01-Jan-2016 to 31-Dec-2016, Review Period is with the same dates
HR used Mass Assign Goal functionality to assign a goal to the worker, dates of the goal: 01-Jan-2016 to 31-Dec-2016
Submission date is today.

Result: After the mass assignment, the goal is associated with the correct goal plan 01-Jan-2016 to 31-Dec-2016

Test 3:
1. Worker has a Goal Plan: 01-Jan-2016 to 31-Dec-2016, Review Period is with the same dates
2. HR mass assign some goals to worker (selecting existing organization goals with dates 01-Jan-2016 to 31-Dec-2016)
3. HR mass assign some goals to worker (creating new goals with dates 01-Jan-2016 to 31-Dec-2016)
4. Manager adds some goals to worker with dates 01-Jan-2016 to 31-Dec-2016
5. Worker adds some goals himself with dates 01-Jan-2016 to 31-Dec-2016

Worker creates a performance document with include goals option enabled, performance document dates are 01-Jan-2016 to 31-Dec-2016

Result:
Goals created in #2, #4, #5 are populated in the performance document, however goals in #3 are not populated in the PD.

 

Please explain the Concept/logic to for adding a goal to a goal Plan from Performance.



 

Solution

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