Is it possible to specify the Behaviour which should Happen When a New Manager When an Employee is Moved from One Manager to Another (for GDPR purposes) (Doc ID 2815414.1)

Last updated on OCTOBER 29, 2021

Applies to:

Goal

To understand whether there is a way to control behaviour with regards to completed Performance Documents when an Employee moves from one Manager to a new Manager.

For example, due to GDPR interpretation of rules, some customers have different requirements around this behaviour.

The Current behaviour is to use ORA_HRA_AUTO_TRANSFER_PERF_DOC as described in :

https://docs.oracle.com/en/cloud/saas/talent-management/21c/faipm/profile-options.html#FAIPM178722

Which says:

• If the employee has any performance documents that aren't started or in-progress and the old manager was the performance evaluation manager, the application transfers those performance documents to the new manager. It doesn't process completed or cancelled performance documents.
• If an employee has other in-progress performance documents which are managed by another manager who's not changing, for example, a matrix manager or HR specialist, then these performance documents aren't impacted by the manager change.
• If you don't want any old performance documents to transfer to the new manager, then make sure you set them to Completed before you enable the profile option.
• Apart from setting up the profile option, you must also run the Transfer Performance Documents with Manager Change scheduled process daily. This process uses HCM Events to check whether any changes to the recorded manager are processed for the current system date or earlier. It also checks whether they're canceled or corrected. It then transfers performance documents from the old manager to the new manager regardless of the manager type. This process also processes any future dated manager changes.

As mentioned above when ORA_HRA_AUTO_TRANSFER_PERF_DOC is used.  Completed or Cancelled performance documents will stay with the old manager.   But the new manager will have access to those old performance docs.  However, some customers have reflected that they want more flexibility around this, so that it can satisfy their interpretation of GDPR rules.  For example:

• some customers do not want the new manager to be able to see the old performance reviews as this could introduce a bias view of the new team member
• some customers do not want the old performance documents to stay with the old manager, as they do not think that a manager should have data about a person they no longer manage

Solution

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