Change Performance Management Plan Top Supervisor : Scorecards Created for Workers Excluded by Plan Population Eligibility Profile.
(Doc ID 1666741.1)
Last updated on FEBRUARY 19, 2019
Applies to:Oracle Performance Management - Version 12.1 HRMS RUP6 and later
Information in this document applies to any platform.
Initially, the Performance Management Plan (PMP) was published with a top supervisor and some contingent workers were included and some others 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 when they should have been excluded as designed in the Eligibility Profile.
Steps to Reproduce:
1/ Create 2 lookup 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, <Emp 1> Agency Temp (Excluded in the Eligibility Profile)
39812 XXX CWK2, <Emp 2> Outsourced Contractor (Excluded in the Eligibility Profile)
39813 XXX CWK3, <Emp 3> Permanent (No set in the Eligibility Profile)
All assigned to Supervisor XXXB
XXXA > XXXB > XXX CWK1, <Emp 1> - XXX CWK2, <Emp 2> - XXX CWK3, <Emp 3>
4/ Create a new plan:
Top Supervisor: XXXA
Eligibility Profile 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, <Emp 3> only
6/ Core HR:
Terminate the current top supervisor XXXA (to 14-APR-YYYY)
Assign XXX0 as supervisor of XXXB from today (15-APR-YYYY)
New supervisor hierarchy:
XXX0 > XXXB > XXX CWK1, <Emp 1> - XXX CWK2, <Emp 2> - XXX CWK3, <Emp 3>
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)
Scorecards created for
XXX CWK1, <Emp 1> Agency Temp (Excluded in the Eligibility Profile)
XXX CWK2, <Emp 2> Outsourced Contractor (Excluded in the Eligibility Profile)
Remove Scorecards from HR Professional V4.0 > Performance Management > Plan Administration
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