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Assistance Needed for Workflow Approval Rules in Performance Document

edited Jun 29, 2025 7:37AM in Performance Management 1 comment

Summary:

Hello Oracle Community,

I am currently developing a workflow approval process for performance documents and need some assistance with specific cases. Here are the scenarios I am working on:

  1. CEO Evaluation:
    • If the CEO is evaluating the performance document (PD), it should be approved automatically once submitted.
    • This is currently solved using the condition: (Requestor's Assignment.result.User Name == "CEO_USERNAME").
  2. N-1 Evaluation:
    • If any N-1 is evaluating the PD, it should be approved automatically once submitted.
    • This is solved using the condition: (transactionApprovalRequest.attribute7 == "CEO_USERNAME").
  3. Operations or Sales Division:
    • If any employee within the operations or sales division, or any department reporting to them, is evaluating the PD, it needs to go to the 1st and 2nd line managers for approval.

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