Performance Management Tasks are not Appearing in Manager Self Service Responsibility or Mangers Are not Able to See their Direct Reports in Performance Management after They Are Enrolled (Doc ID 1930119.1)

Last updated on JULY 01, 2024

Applies to:

Symptoms

There are 2 scenarios:

A) Few mangers are not able to see their direct reports, using normal process/navigation in Performance Management.

Basically all these managers were enrolled new, while the Performance Management Plan is in Appraisal period.
Surprisingly, not all managers (who were enrolled new) end up with this issue.




STEPS
The issue can be reproduced at will with the following steps:
1. Create and publish a plan without Objective Setting so that the appraisals are directly created and we are enrolling the manager
    after the Appraisal Period Start Date.

2. Verify the details from 'Monitor Plan' to make sure that the appraisals are created as expected.

3. Consider a case from the plan population as below:
    Employee B is the supervisor of A and employee C is the supervisor of B.
    That is A > B > C.

    Now, create a new employee D and setup the hierarchy as below:
    A > D > C.

4. Next enroll the new manager 'D' as below:
    HR Professional V4.0 > Performance Management > Plan Administration.

    Selected the plan and enrolled the new manager 'D'.


5. Next, verify the details using Monitor Plan. The new manager should now be enrolled.


6. However, details show that the the main appraiser for 'A' is still the old main appraiser 'B'.


7. Next, log in as the New Manager to see the appraisals under him.
    Navigated as Manager Self-Service > Performance Management.

    The page 'Performance Management Task List' page does not show the plan tasks.


WORKAROUND
Appraise the appraisal using below navigation:

Manager Self-Service > Performance Management > Appraisals TAB
Search for the Plan under section 'Performance Management Plan Appraisals In Progress'.

B) After creating the Performance plan, Performance Management Tasks are not Appearing in Manager Self Service responsibility

STEPS
The issue can be reproduced at will with the following steps:
1. HR Professional V4.0 > Performance Management > Create and publish a plan

2. Next, log in as the Manager to see the appraisals under him.
    Navigated as Manager Self-Service > Performance Management.

    The page 'Performance Management Task List' page does not show the plan tasks.

Note: Employees are able to see plan task using Employee Self Service Responsibility.

Changes

Cause

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