Setup and Configuration
Discussion List
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Share option not visible for goals - Line managerSummary: Hello, When the line manager clicks on the action button of a goal, the 'Share' option is not displayed. Please advice. Thanks Content (required): Version (incl…Tanusha_Ragooah 41 views 1 comment 0 points Most recent by Maria Croitoru-Oracle Performance Management -
Customer wants to create Sales Order from oracle B2B sales cloud Account.Summary: The customer want to create an order from oracle B2B Sales Cloud Account. They want to create order from Account details page like we are creating an opportunit…
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Is it possible to add custom fields in Goal Library pageSummary: Content (required): Hello experts, is it possible to create custom fields in Goal Library page? We noticed that when working on Add Goal page (loading goals to … -
Whether there is any standard notifications or Alerts for checkin document based on due dateSummary: Whether there is any standard Notifications or Alerts based on due dates for check-in document as we have for Performance document Content (required): Version (…Sakthi priyanka B-Oracle 11 views 1 comment 0 points Most recent by KiranJ-Oracle Performance Management
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Approval setup for individual Key Goal FieldsSummary: The idea is to have separate approval whenever the employee updates his Description/Long Description goal field. Approval for the update Description field, auto…Dominique F Arcega 1 view 2 comments 0 points Most recent by Dominique F Arcega Performance Management
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Not able to view the Request Feedback under the Action of the TouchpointSummary: On selecting the Touchpoints under Me nor My Team,I am not able to see the Request Feedback. The below roles are added for the Employee and the Line manager Acc…
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How to update the default Relationship Role Default ValueSummary: is there a way we can change the default Relation role of an account (Organization) when adding new relationship value? in the contact object, there is a relati…
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Issues with edit button in overall summary in performance documentSummary: Employees can only edit overall summary and not manager . So , in the performance template , we have configured overall summary section for Managers to "Not All…
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Performance Document ApprovalSummary Performance Document ApprovalContent Hi, We have turned on approval for the performance document and wanted to see what are the different ways to reassign a perf… -
Update Goals Action is Greyed out for ManagerSummary: Hello, We're not using the synchronize option for goal management. We want the line manager to manually update the goals. The line manager has already approves …
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Can we change lookup for a FCL fieldWe have a requirement to change the lookup values of a field, but as the lookup is common for 3 more fields, we are checking for an option to change the lookup, Do we ha… -
All product are seen in Dynamic LOV Field which are not added in Catalog too.Summary: All product are seen in Dynamic LOV Field which are not added in Catalog too. How to create a LOV Dynamic Field in Custom object of Product as to only view prod…
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How to edit 'Who can see my feedback' LoVSummary How to edit 'Who can see my feedback' LoVContent Hi, I followed as Manager user, the following path: My Team -> I selected the name of one of my reports ->I clic… -
Unable to remove the rating description in manager rating fieldHi Team, I have created a competency called "promotion" wherein I have used the manager rating section for the yes/no dropdown in the performance document. Now, I am try… -
Employee does not see 'Print' when clicking on Actions button of a goalSummary: Hello, We are using the seeded employee goal. However, when the employee clicks on actions button, the print option is not displaying. Can someone advice on how…
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Employee unable to click on a goal to edit - Facing errorSummary: Hello, We're currently implementing goal mgt for a client. The employee has added a goal but when he clicks on it to edit, the goal is not opening. Instead, an …
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Can the comment section be reopened for a manager after completing the manager evaluation stepSummary: In test environment, currently we have published a year-end performance document where in the flow stands like Employee Self Evaluation - > Manager Evaluation o…
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Feedback Tab Not AppearingSummary: Hello, On the Demo Environment, when a manager clicks on the on his employee's name, a page opens. Then on the left panel, there are several options. We want th…
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Performance Rating HDL Erroring due to 'ParticipantRoleTypeCode'Summary: We are attempting to bulk load ratings into performance document but the load fails on 'ParticipantRoleTypeCode'. I am currently using 'Manager' in this field a… -
Need inputs to update review periods dates after the commencement of goal and performance processesSummary: We have currently issued Probation goal plans and performance document for the review period 1/1/23 to 31/1/24 .We would like to know if the same goal plan, per…Sakthi priyanka B-Oracle 21 views 1 comment 0 points Most recent by Maria Croitoru-Oracle Performance Management
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Contact search using email address in CX Sales for Microsoft 365Content (required): Hi, Is it possible to search for a Contact using a contact's email address in the CX Sales 365 side panel in Outlook? Currently, the user is only abl…
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Getting error when deleting a performance document.Summary: Hello, As you can see the performance document is already cancelled. When proceeding to delete, we're facing the following error. Please advice. Many Thanks Con…Tanusha_Ragooah 101 views 3 comments 0 points Most recent by Maria Croitoru-Oracle Performance Management
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Fast Formula to retrieve goal measurements (Target and Actual values)Summary: Content (required): Hello experts, do you have a sample FF to retrieve goal measurements (Target and Actual values) or alternatively, do you know the database i…
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Someone forced ineligible for a Check-In Document on a future Review Period?Summary: Check-In Document, Performance Document, forcing eligibility on future Review Periods that don't exist? Content (required): Hi All, We have identified an anomal…
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How to hide the Feedback section from the employeeSummary: Hi Community! I need to hide the Feedback section shown into the following screen: Thank you for your time! Regards, Luca
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How to skip requester in approval flow for Performance Document approval task?Summary: According to our customer requirements, Performance document should be sent for approval to the Head of Department and then to HR Director. But in the situation…