Goal, Career, and Performance Workflow

🌟 Career Development

Career development is an ongoing process that helps employees grow within an organization. In Oracle HCM, this is managed through the Career and Performance module, where employees and managers can track progress, set goals, and evaluate performance.

📍 Navigation:
👉 Me → Career and Performance → Career Development

🔹 Career Statement

• Employees can add a career statement to define their career aspirations and goals.

🔹 Career Outlook

• Employees can view their current role and explore future career paths.
• By clicking "Explore Roles", employees can see available roles and apply for positions they are interested in.
• They can also view role requirements and set development goals to fill skill gaps.

🎯 Adding a Development Goal as an Employee

📍 Navigation:
👉 Me → Career and Performance → Career Development → Add

Employees can:
✅ Create a goal manually or select one from the Goal Library.
✅ Define goal name, category, and target completion date.
✅ Track completion percentage for each goal.

🔹 Adding a Target Outcome to a Development Goal

• Employees can attach a Target Outcome to a development goal.
• Once the goal is achieved, the associated skill, competency, or certification gets added to their profile.

📍 Approval Workflow:
🔔 When a development goal is submitted, it is sent to the line manager for approval.
🔔 Once approved, it is attached to the employee’s record.

👨‍💼 Manager’s Role in Goal Management

📍 Navigation:
👉 My Team → Select Employee → Career Development

• Managers receive an approval request in the Worklist Notification for employee-submitted goals.
• They can approve or reject goals based on their relevance to the employee’s role.
• Managers can assign development goals to direct reports.

🏆 Performance Goal Management

🔹 Goal Plan Creation by HR

📍 Navigation:
👉 My Client Groups → Goals → Goal Plan → Add

HR can:
✅ Create a Goal Plan for a specific review period.
✅ Pre-populate goals or mass-assign goals to a group of employees.
✅ Assign eligibility profiles to ensure the right employees receive the goal plan.

🔹 Assigning Goal Plans to Employees

📍 Navigation:
👉 My Client Groups → Goals → Goal Plan → Select Eligibility Profile → Add Employees

• HR assigns the goal plan to employees based on predefined eligibility criteria.
• Employees receive their goals and can start working towards them.

🔹 Adding Goals from Goal Library by HR

📍 Navigation:
👉 My Client Groups → Goals → Goal Plans → Performance Goal Library

• HR can create a standard set of goals that employees can choose from.
• Employees can add approved goals to their personal goal plans.

📊 Employee Performance Evaluation Workflow

🔹 Adding a Performance Goal as an Employee

📍 Navigation:
👉 Me → Career and Performance → Goals → Add

Employees can:
✅ Set a goal name, category, and completion percentage.
✅ Choose start and target completion dates.
✅ Track progress towards the goal.

📍 Approval Workflow:
🔔 Performance goals require manager approval.
🔔 Once approved, they are linked to the employee’s record.

👥 Manager’s Role in Performance Goals

📍 Navigation:
👉 My Team → Select Employee → Goals

• Managers receive an approval request for performance goals added by employees.
• They can approve, reject, or modify goals.
• Managers can assign performance goals directly from Manager Self-Service (MSS).

📑 Performance Management Process

🔹 Employee Self-Evaluation

📍 Navigation:
👉 Me → Career and Performance → Performance → Performance Document

• Employees evaluate their goals, provide ratings, and add supporting comments.
• They submit the document for manager review.

🔹 Manager’s Review & Finalization

📍 Navigation:
👉 My Team → Select Employee → Performance Document

• The manager reviews the employee's ratings and feedback.
• A performance review meeting is conducted where goals and achievements are discussed.
• The manager submits final feedback, completing the process.

📋 Check-In Document: 1:1 Employee-Manager Discussion

• Check-Ins allow managers and employees to have structured discussions about career development and performance.
• Topics covered:
  ✅ Performance Goals
  ✅ Development Goals
  ✅ General Discussion Points

📍 Navigation for Employee:
👉 Me → Career and Performance → Performance → Check-In Document → Add

📍 Navigation for Manager:
👉 My Team → Select Employee → Performance → Check-In Document

🚀 Why is Goal, Career, and Performance Management Important?

✔ Aligns individual goals with company objectives.
✔ Encourages continuous learning and career growth.
✔ Streamlines performance tracking and feedback processes.
✔ Enables structured career progression and promotions.

I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.