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Handling Talent Evaluation in Global transfer with Oracle HCM Cloud

Oracle HCM Cloud offers a new functionality which has been introduced in 20B update, in which we can move the performance documents to workers’ new assignment while performing local and global transfer.

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Handling Talent Evaluation in Global transfer with Oracle HCM Cloud

Handling Talent Evaluation in Global transfer with Oracle HCM Cloud

 

Oracle HCM Cloud offers a new functionality which has been introduced in 20B update, in which we can move the performance documents to workers’ new assignment while performing local and global transfer. Moving performance documents to the workers’ new assignment means that worker need not switch between assignments to see all of their performance goals and documents.

Prerequisite:

  • Privileges required to Edit, View and Publish the sandboxes as follows: FND_ADMINISTER_SANDBOX_PRIV.
  • To Perform Local and Global Transfer a Worker should have HR Specialist role and this privilege ORA_PER_TRANSFER_WORKER_LOCAL_GLOBAL.

Business Benefits:

  • Workers don’t need to switch between assignments to view their performance documents.
  • Simplified user access
  • Seamless transfer of documents
  • Improve productivity and engagement with Employee

Key Features:

  • If the Global Transfer is submitted and the employee is having any Goal plans pending approval for particular review period then Performance Goals and Documents won’t get transfer to new assignment.
  • If no new line manager is selected, Performance Goals and Documents will not transfer to another manager.

Configuration Steps to Enable the Performance documents in Global transfer:

  • Step 1: Create a sandbox and select HCM Experience Design Studio and enter the sandbox.

Fig: 1

  • Step 2: We have to create a rule in HCM Design Studio for the action Local and Global Transfer to display Performance Goals and Documents section. Select Local and Global Transfer.

Screenshot (112).png

Fig: 2

  • Step 3: Create a new rule.

Screenshot (114).png

Fig: 3

  • Step 4: Fill the required fields as per the requirements.

Screenshot (114).png

Fig: 4

  • Step 5: Change it to Visible in Performance Goals and Documents.

Screenshot (115).png

Fig: 5

  • Step 6: In Page Attributes select Performance Goals and Documents and do the changes required. Here we change it to Visible so that we can select Transfer current performance documents for which I am the manager to the new manager. Save and close and publish the sandbox.

Screenshot (116).png

Fig: 6

Process Flow to Transfer the performance documents while Global transfer:

  • Step 7: To Perform Local and Global Transfer a Worker should have HR Specialist role and this privilege ORA_PER_TRANSFER_WORKER_LOCAL_GLOBAL.

Screenshot (99).png

Fig: 7

  • Step 8: After clicking on Local and Global Transfer will directed to this page. Search and select the employee and it will direct to another page refer Fig: 9.

Screenshot (100).png

Fig: 8

  • Step 9: Select and manage.

Screenshot (101).png

Fig: 9

  • Step 10: Refer Fig: 9 after selecting checkboxes click continue and it will get trigger to another page where HR Specialist will be filling all the required fields.

Screenshot (102).png

Fig: 10

  • Step 11: As soon as you select Permanentin is this change permanent or temporary?refer Fig: 10. You will notice Performance Goals and Documents below Managers.

Screenshot (140).png

Fig: 11

  • Step 12: Select the Specific Review Period which you want to transfer to employee’s new assignment.

Screenshot (140).png

Fig: 12

  • Step 13: Select Review Period and select Transfer current performance documents for which I am the manager to the new manager and Submit it. So that it will transfer to employees new assignment and to the new manager as well.

Refer Fig:6.

Screenshot (142).png

Fig: 13

So, this is how we can move performance goals and documets while performing local and global transfer in Orcale HCM Cloud.

Author
Dhananjaya Dash
Oracle HCM Cloud Team

Oracle HCM Service

Connect with us for Oracle HCM's End-to-End Implementation, Enhancement, Updates, and Support.

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