Fusion Goal Management: Delivered notes functionality within goals and/or performance management (Doc ID 2174799.1)

Last updated on FEBRUARY 18, 2017

Applies to:

Oracle Fusion Goal Management Cloud Service - Version 11.1.11.1.0 and later
Oracle Fusion Goal Management - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

Goal

On : 11.1.11.1.0 version, Goal Management

Delivered Notes Functionality within Goals and/or Performance Management

Notes Requirement
--Cox would like a place where Employees can go to take private notes for the Performance Year.
--Employee notes MUST NOT be visible to their Manager.
--Cox would like a place where Managers can go to take private notes on each of their Direct Reports for the Performance Year.
--Manager notes MUST NOT be visible to their Employee.
--Ideally, this notes functionality would be available within a module relevant to the performance review cycle (i.e. Goal Management or Performance Management).

Business Reason
--Not having notes functionality in Fusion is a gap in Business Process.
--ePerformance (previous performance tool) has notes functionality available.
--This space is valuable to the performance process, giving Employee/Manager a spot in the system to capture notes throughout the year.

Current State
--Currently, Cox has configured a “non-submit-able” Performance Document to fill the gap of not having a place to take performance notes in the system.
--Used extensibility to make the document “non-submit-able”

This workaround is not ideal because of the downstream impacts that result from transfers/terminations/and other transactions.

For example, if an Employee transfers to a new Manager, then the document must also be transferred to the new Manager. In this case, the old Managers notes on the Employee are now visible to the New Manager.
Notes should be PRIVATE, and only visible to the person inputting the notes.

The configuration/screenshots for the workaround in place is available in the attachment.
 

Solution

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