Setup and Configuration
Discussion List
-
How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or… -
Bell Notifications for Goal Management is not workingSummary: Content (please ensure you mask any confidential information): We have enabled the Talent Notifications below: However, when we tested these scenarios, the mana… -
Is there a notification sent to employees when performance documents are created en mass?Summary: Employees did not receive notification when performance documents were created using the eligibility batch process. When individual documents are created there …
-
How to show attachments field in add-in for microsoft 365Summary: Not able to edit add-in for MS 365 Content (please ensure you mask any confidential information): I'm trying to edit the add-in for MS365, to add the attachment… -
New Content in Performance DocumentSummary: This is part of a series of Quick Reference Guide "Frequently Asked Questions and Answers" Content (required): The customer requirement is to include a question…Dr Surlina Yin-Oracle 441 views 9 comments 4 points Most recent by Dr Surlina Yin-Oracle Performance Management -
How can you copy an eligibility profile?Summary: I need to create a large group of eligibility profiles that are very similar. Is there a way to copy a profile and then edit the copy? Content (please ensure yo…
-
If a performance document review period ends and the document is not completed what is expected?Summary: Trying to test this scenario and I am struggling to see what is expected so wondered if any experience person can advise please. Review period ends today and th… -
Fast Formula not showing in Performance DocumentHi, We have created a fast formula to embed in the overall summary section of the performance document. However, when I select "Fast Formula" in the "Calculation Rule fo…
-
Disability Info Countries: Employee Self Service Vs HRSummary: When an employee is trying to add country using self service under Me > Personal Details to add Country in Disability info it shows 7 countries only. And If the… -
Cannot see all Private succesion Plans in OTBI as a SuperuserWe have created a superuser role whereby all Private Succession Plans, Talent Review Meetings and Talent Pools can be accessed even though the person assigned this role …
-
Page errors our saying 'The request for your feedback was withdrawn' for performance document.Summary: Content (please ensure you mask any confidential information): Approver receives notification to approve the performance document, but when he clicks on the lin…
-
Competency Target Level vs Current Level - RedwoodSummary: Hello there, We need clarification on the current level of competency - Target vs Current. Target level is fetched from Job/model profile. Where is the current …
-
Individual Goal Weights Issue - Cannot submit EvaluationSummary: We have an issue with goal weights in the performance document. We enabled the toggle button, but it requires to put individual weights on the goals otherwise, …
-
Turn off FYI Notifications to emp when an employee Add or Update the Performance Goal and Dev GoalSummary: Dear Team, Greetings of the Day! Client Requirement: When employee Add or Update the Performance Goal and Development Goal we need to Turn off FYI Notifications…
-
Is it possible to send bell icon notification only to line managers when the goal plan is published?Hello Experts, We have a requirement where the bell icon notification should be sent only to all the line managers when the goal plan is published. We can go for a custo…
-
CX Sales Mobile: Automatically open Summary Layout after Record creationSummary: If you create a record (e.g. Contact) in CX Sales Mobile, can you configure the app to automatically navigate to the Summary Layout of the newly created object?…Maximilian Winkler 21 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle Sales
-
Role-Based Performance Goal ApprovalsSummary: Hi Team, As per the 24B update, ' When managers add or change any goals in the employee’s performance goal plan, they can now send them to their next-level mana…
-
Approval rule for performance goal for different conditionsSummary: Hi All, We have a requirement from business that performance goal added by an employee goes for multiple level of approval and if any of the approver is not pre…
-
Line Manager Is Unable To View All The Candidates In The Succession PlanWhen the line manager views the succession plan details for the direct reports, he is unable to see all the candidates included in the plan. The line manager is able to …
-
Scheduling a Process on Business Days OnlyHi, We have a requirement from the client to schedule the process "Schedule Custom Groovy Object Functions" only on business days. Is there a way to do this? Thank you, …
-
Role / Privilege for Deleting Accounts in Redwood UIHello I have created a custom role that should be able to create, edit and delete accounts in redwood sales. The creation and editing works fine, however the deletion do…
-
Blank table in All in One Evaluation questionnaireSummary: Content (please ensure you mask any confidential information): Hello, What could be the reason that there is a blank table in our All in One Evaluation question…
-
Career of interest and suggested careerHi, Can you help me ti tunderstand the difference between "career of interest" and "suggested career"? What are they for? Can both features be used on the Career develop…
-
Leading Attribute - Redwood Skills and QualificationHello experts, is there a way to hide the leading attribute of content item section? We made this customization through and it is correctly displayed in NUX interface bu…Giovanni Pozzessere 1 view 2 comments 0 points Most recent by Giovanni Pozzessere Career and Succession
-
Automatic transfer of performance documents along with mass manager changeSummary: Hi, our customer does not use the quick action local and global transfer for managing employee transfers. They use the 'Change Manager' action also only in cert…
-
Hide Manager questionnaire in Check-In templateSummary: Our requirement is to hide manager questionnaire for employees in redwood check-ins. Manager questionnaire responses should be enabled once the manager makes th…
-
Performance Management - Performance Document - Calculate Overall SummaryHi all, We have had 25C go in over the weekend and we were advised by Oracle that the calculate button would automated by star rating automatically in 25C but we still h…
-
How to add custom field(s) to the landing page in Redwood Service Center, Help Desk or Case MgmtOverview In this article, we are providing steps on how to add a custom column to the landing page. The principles shared in this article can be applied to the Fusion Se…