How to Allow a New Manager to See An In-Process Appraisal for Transferred (In Progress) Employees?

(Doc ID 1272425.1)

Last updated on JULY 12, 2016

Applies to:

Oracle Performance Management - Version 12.0.6 to 12.1.3 [Release 12.0 to 12.1]
Information in this document applies to any platform.

Goal

How to Allow a New Manager to See An In-Process Appraisal for Transferred Employees?

Scenario:

A manager (A) has created an appraisal for his employee and has not shared it with the appraisee and then promptly resigns.  The Manager (A) does not use the Change Main Appraiser button to change the main appraiser to the employees new Manager (B).   The employees new Manager (B) has been updated in core forms. The new Manager (B) now wishes to continue with the appraisal but is unable to view the appraisal.

Consider the following hierarchy :
  • E (Employee) reports to A (Manager)
  • A (Manager) resigns)
  • E reports to B (Manager)

The user perform the step below :

  1. Log in to Self Service as Manager (B)
  2. Select Manager Self Service > Appraisals.
  3. In the Appraisals Summary Page , click on "View Appraisals in People Hierarchy"
  4. Select employee "E" , and hit on Action
  5. Select suitable appraisal from the "View Appraisals Page"
  6. Hit Update icon and change the "Main Appraiser".
If any of the above icons/buttons are not rendered , go to Personalize Page to render it on

When the user gets to step 5 all he can see are completed appraisals for the employee (E) and no appraisals in progress. He has personalised the update icon on but of course this is greyed out as only completed appraisals are displayed.

The new Manager (B) who is now the Main Appraiser is therefore unable to update the appraisal for the transferred employee.



Solution

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