Setup and Configuration
Discussion List
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How to default competencies from person profile into performance document?Content We have a competency section created which has competencies which are employee specific. Employees will have 10 competencies against their person profile ( out o…User_2025-02-03-21-09-54-902 147 views 7 comments 3 points Most recent by Eyan Shahrin Performance Management -
How to add to additional fields to the list of filter fields on Opportunities subtab of AccountSummary: How to add to additional fields to the list of filter fields on Opportunities subtab of Account Content (required): User wants to add 'Close Date' field to the … -
Need to set approval for a performance document type - Probation reviewSummary Approval for a performance document type - Probation reviewContent Is there way by which we can set a specific approval for Performance document type (eg. Probat…Soumya Goswami-Oracle 90 views 2 comments 0 points Most recent by VenkataSiva Performance Management -
Migration T2PSummary: We are planning to move the changes using 'Migration' for oracle sales cloud, with this Is there any Impact on ERP screen of CX. Content (required): This is to … -
How CX Sales backups and Restore works**This post was created as part of a How to Service Request (SR) Release: 23A Summary: I would like to know how backup and restore works on CX SalesSyed Misbauddin-Support-Oracle 81 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
Unable to define approval rule if there is no line managerSummary: Content (required): Hi Experts, We have a requirement to define Performance Goals approvals as below. If a person doesn't have a line manager, then the approval… -
How to remove appointments which are completed or cancelled from the 'My Appointments'Summary: Greetings! Can anyone assist me on how to remove appointments/tasks that are 'completed 'or 'cancelled' from the 'My Appointments' present under Sales Infolets … -
How can we remove required field for short description in profile rating model ?Summary: How can we remove required field for short description in profile rating model? Content (required): can we remove required field for short description in profil…Prakash patnaik 31 views 1 comment 0 points Most recent by Maria Croitoru-Oracle Performance Management
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Approval rule based on Line ManagerSummary: Content (required): Hi All, We are using Management Hierarchy for Performance Goals approvals. If the Manager is the CEO of the company, then the approval shoul…Pooja S-Oracle 71 views 1 comment 0 points Most recent by Maria Croitoru-Oracle Performance Management -
Is it possible to make development goal section in performance document as a required field?Summary: Is it possible to make development goal section in performance document as a required field? Content (required): Can we make development goal section in perform…Prakash patnaik 21 views 1 comment 0 points Most recent by Priyanka Jain-Support-Oracle Performance Management
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Are eligibility profiles set up to automatically exclude inactive status employees?Summary: Eligibility criteria and assignment status for eligibility profiles Content (required): Hi All, When configuring an eligibility profile - we have the option to … -
How to change the Field in the Find section on the Landing Page?**This post was created as part of a How to Service Request (SR)** Summary: By Default, a Custom Object gives the option to Find on "Record Name" field on Landing Page. …Varun Malhotra-Support-Oracle 61 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales -
Is it possible to customize the 'Who' ColumsSummary: After implementing HCM cloud in the same POD as CX Sales, part of the HCM process the username will now be changed to employee ID. Due to this change, the Sales… -
EL expression to retrieve the assigned role of a selected user in Oracle Goal Management.Dear Experts, We are looking for an EL expression that can provide the assigned role of a selected user in Oracle Goal Management. Specifically, we want to retrieve the…ManasRanjan 31 views 2 comments 0 points Most recent by Maria Croitoru-Oracle Performance Management -
HR Specialist role is finding MY TEAM icon/function on the home page and navigatorSummary My Team roleContent I have assigned Employee and HRSpecialist_ViewALL data role to a person record. When logged in using that role, I am also seeing both My Team…User_2025-01-30-21-52-52-008 65 views 8 comments 1 point Most recent by Latika Singh Performance Management -
Require help with Promotions Eligibility Profile - Performance management.Summary: We have a requirement where only those Promoted Employees who have been promoted from Non-Exempt to Exempt should be eligible for a certain Performance Document… -
Unable to create Goals DFF Segment only for Performance GoalsSummary: Content (required): Hi Experts, We're trying to create a context based DFF segment in HRG_GOALS such that the segment should appear only for Performance Goals, … -
Case Management (22C) Page BlankSummary: Blank Page when clicking on Services - Cases Content (required): Hi, as per the 22C B2B release notes, we are looking at configuring case management to in conju… -
Performance rating calculation FFSummary Performance rating calculationFFContent we need to create Performance rating calculation Fast formula, we need to calculate the overall performance rating based …Reddykrishna Chidella-Oracle 120 views 2 comments 1 point Most recent by Manikantan Iyer-Oracle Performance Management -
How to prevent managers from assigning goals once an employee's goal form is complete?Dear Experts, We have a goal plan in which we have enforced the sum of goal weights to 100%. However, our customer now requires that the manager should not be able to as… -
Unable to create context based goals DFF segments based on goal planSummary: Content (required): Hi Team, We are configuring certain HRG_GOALS DFF segments and we want to exclude these DFFs from only one goal plan. But I'm unable to crea…Pooja S-Oracle 41 views 1 comment 0 points Most recent by Maria Croitoru-Oracle Performance Management -
Make comments mandatory for managers for - Review meeting held task submission.Summary: Can we make the Comments section mandatory for Managers while submitting the Review meeting held task -Avik Roy Chowdhury 11 views 1 comment 0 points Most recent by Maria Croitoru-Oracle Performance Management -
Issue in Goal Wight while copying goal from previous planHello Everyone We are observing an issue, while Copying goals from earlier goal plan. Here we have enforced weight to 100 in the goal plan . Example The employee is havi… -
How to hide Add Goals page fields for some type of Goal PlansSummary: Content (required): Hello experts, we should hide Weights field and Measurement section for Individual Goal and keep those items for Business Goal ones. Individ…Valerio Curzi 31 views 1 comment 0 points Most recent by Andreea Voicu-Oracle Performance Management -
- TestTestVarun Malhotra-Support-Oracle 61 views 1 comment 0 points Most recent by Varun Malhotra-Support-Oracle Sales