Change PMP Top Supervisor : Scorecards Created for Workers Excluded by Plan Population Eligibility Profile. (Doc ID 1666741.1)

Last updated on DECEMBER 21, 2016

Applies to:

Oracle Performance Management - Version 12.1 HRMS RUP6 and later
Information in this document applies to any platform.

Symptoms

On : 12.1.3 version, WPM

12.1 HRMS RUP6

Initially, the PMP was published with a top supervisor and some contingent workers were included and some other excluded. The top supervisor has been changed and after republishing the plan, some
contingent workers who did not have any scorecards yet, got a scorecard created whenever they should have been excluded as designed in the Eligibility Profile.

 

Steps to Reproduce:


1/  Create 2 loolup values in the CWK_ASG_CATEGORY quick code:


WBCWKOC Outsourced Contractor
WBCWKAT   Agency Temp
Navigation: US HRMS Manager > Other Definition > Application Utilities Lookup



2/ Create an Eligibility Profile as described by the customer:


Navigation: US HRMS Manager >  CTRL %Eligibility Profile%
Name XXX_EXCL_CWK
with 2 User Defined Criteria:
10 WB_EXCL_CWK_OC Exclude (Lookup Value: Outsourced Contractor)
20 WB_EXCL_CWK_AT Exclude (Lookup Value: Agency Temp)



3/ Create some Contingent Workers


Navigation: US HRMS Manager >  People > Enter and Maintain
Person_id  Full_Name               assignment_category
39811 XXX CWK1, Corinne     Agency Temp      (Excluded in the Eligibility
Profile)
39812 XXX CWK2, Charles     Outsourced Contractor   (Excluded in the
Eligibility Profile)
39813 XXX CWK3, Coralie      Permanent  (No set in the Eligibility Profile)

All assigned to Supervisor XXXB

Supervisor hierarchy:
XXXA > XXXB >  XXX CWK1, Corinne   - XXX CWK2, Charles - XXX CWK3, Coralie



4/  Create a new plan:


Top Supervisor: XXXA
EP linked at population page: XXX_EXCL_CWK
One appraisal template with NO eligibility profile.



5/ Publish the plan.


Scorecard and appraisal created for 39813 XXX CWK3, Coralie    only



6/ Core HR:


Terminate the current top supervisor XXXA (to 14-APR-2014)
Assign XXX0 as supervisor of XXXB from today (15-APR-2015)

New supervisor hierarchy:

XXX0 > XXXB >  XXX CWK1, Corinne   - XXX CWK2, Charles - XXX CWK3, Coralie


7/ Change top Supervisor


HR Professional V4.0 > Performance Management > Plan Administration > Change
the Top Supervisor for Plan

First in Rollback mode (Request ID 6264014)
Then in Commit mode (Request ID  6264018)



8/ Result:


Scorecards created for
XXX CWK1, Corinne     Agency Temp      (Excluded in the Eligibility Profile)
XXX CWK2, Charles     Outsourced Contractor   (Excluded in the Eligibility
Profile)

 

Work Around:

Remove Scorecards from HR Professional V4.0 > Performance Management > Plan Administration

 

Cause

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