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Integrate Oracle HCM Performance With Compensation When There Are Multiple Performance Templates (Doc ID 2388951.1)

Last updated on JANUARY 25, 2020

Applies to:

Oracle Fusion Workforce Compensation Cloud Service - Version 11.13.18.02.0 and later
Information in this document applies to any platform.

Goal

Integrate Oracle HCM Performance with Compensation when there are multiple performance templates

We are implementing Oracle Fusion Performance and Workforce Compensation for our customer.
 
We are having multiple Performance Plans configured for our customer (Staff performance template, leadership performance templates, executive performance template). Their process flow and competencies are different, so we have to separate to have different performance templates for each employee group.

We would like to know Oracle recommended approach how Performance Ratings from Fusion Performance Management can be brought into Compensation Plan when there are multiple Performance Plans exists for a Compensation Plan.

If I keep the "Performance Templates" null, then I can only select the Performance Document Type, but the system will default to Most Recent and won't allow me to select a Period Specific. So how does the system know which performance review period it should bring in to the Compensation Plan? Please see attached Screenshot.

Based on my testing, regardless of what I put in Evaluation Period in the cycle dates, if the performance document timing is set to "Most Recent', the system will always pull in the employee's most recent performance document. So let's say the manager submits the rating for the employee in 2017, but has not done the 2018 yet when we open the 2018 compensation cycle, the compensation plan will display the 2017 performance rating for the employee. We have rules to say each year if the manager does not enter a rating for that year, the employee will default to 0% merit plan, so we don't want the compensation plan to pull in previous years' performance rating results. How can do manage that?
 

Solution

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In this Document
Goal
Solution
References


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