Manager Not Able To Approve Employee's Goal Settings Goal Settings Deadline

(Doc ID 1551452.1)

Last updated on AUGUST 25, 2017

Applies to:

Oracle Performance Management - Version 12.1 HRMS RUP5 and later
Information in this document applies to any platform.

Symptoms

On : 12.1.3 version, Appraisals

ACTUAL BEHAVIOR
---------------
Manager not able to approve employee's goal settings.

For organization hierarchy based cascade plan, the cascade button is not available for the top most manager.
For organization hierarchy based cascading plan, the scorecard gets created with not started: With manager status. As a result,
the top most person in the plan population is unable to access the scorecard.

Note:

The PER_PERSONAL_SCORECARDS table, still has the old manager -

Scorecard not available under new manager on changing hierarchy even after plan republish.

NOTE** The customer republish the plan with re-evaluate plan population option , but still the new manager is not able to see his team members goals .



EXPECTED BEHAVIOR
-----------------------
Expect the NEW manager to be able to view the employee goal settings and approve it.

STEPS
-----------------------
Data used for Replication the scenario:
Employee number: ABC2308 Supervisor - ABC306 - ABC Credit Restructuring Department/officer
Old Manager: ABC306 supervisor - ABC2144 - ABC Credit Restructuring Department/VP
New Manager: ABC2000 Supervisor - ABC306 - ABC Credit Restructuring Department/ASSISTANT MANAGER
Steps to replicate the scenario:

Step1: Verifying Employee ABC2308’s Manager in HRMS-People-Enter and Maintain-Assignments screen. *** PUI-changed the manager, did not change the manager using Manager Self-Service > Change Manager
The Employee ABC2308‘s manager is ABC306

Step2: Create a new Performance Management Plan
Plan Name: FGB PMS Test Plan 1
Method: Cascade
Hierarchy: Supervisor
Top Supervisor: A291
Start date 17-APR-2013
End Date-20-APR-2013


Step3: Verify the published Plan Performance Management Plan –Search Plan -Monitor
Employee ABC2308 is under ABC306 (Old Manager: ABC306 )


Step4: Login as ABC2308, Performance Management-Goal settings screen
Employee number: ABC2308 Goal Settings Page

Step5: Enter Goals
Step6: Submit Goals

Step7: Login as ABC306 (Old Manager: ABC306 )
Manager FGB306 Received employee ABC2308 Goal Settings *** Can see Approval requested


Step8: Changing Employee ABC2308 Manager from ABC306 (old) to ABC2000 (new) ** HRMS-People-Enter and Maintain-Assignments screen. *** PUI
Before Changing effective Date-05-NOV-2012
After Changing shows New Manager: ABC2000 Supervisor - ABC306 - ABC Credit Restructuring Department/ASSISTANT MANAGER

Step9: Login as ABC2000 (New Manager)- Manager SSHR>Performance Management- No task-no results found
Checking ABC2000 whether he received ABC2308’s goal setting for approval – No results found

Step10: Checking PMS Admin Status Monitor
 ABC2308’s is displayed under new manager ABC2000 and not under ABC306 Status-Approval Requested


Step11: Login as ABC306Old Manager) and checking whether he received ABC2308’s goal settings
 ABC306 (old Manager) Goals Approval Screen displays no result found

The customer republish the plan with re-evaluate plan population option , but still the new manager is not able to see his team members goals .



Changes

 

Cause

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