Guidelines for Setting Up Performance Templates

📌 Overview

Performance templates in Oracle HCM define the structure and workflow of performance documents used for employee evaluations. These templates allow managers, employees, and HR to assess worker performance based on predefined criteria.

🛠 Key Components of a Performance Template

1️⃣ Performance Template Types

When creating a performance template, you must select one of the following types:

✅ Standard Performance Template

• Used for annual, project-based, or company-wide performance evaluations.
• These documents follow a predefined timeline and cannot be created by employees or managers at any time.

✅ Anytime Performance Template

• Used for flexible, on-demand performance evaluations.
• Employees and managers can create performance documents anytime to provide feedback.

2️⃣ Key Considerations When Creating a Performance Template

🔹 Performance Roles

• Defines who can participate in the evaluation (Employee, Manager, HR, Peers, etc.).

🔹 Eligibility Profiles

• Determines which employees qualify for a specific performance document.
• Used to auto-assign performance documents based on job role, business unit, or department.

🔹 Performance Document Types

• The template is linked to specific document types (e.g., Annual Review, Project Review, Anytime Feedback).

🔹 Performance Template Sections

• Includes predefined sections like:
  ✅ Goals (Performance and Development Goals)
  ✅ Competencies (Skills, Attributes, Leadership Traits)
  ✅ Overall Feedback (Manager and Employee Comments)

🔹 Performance Process Flows

• Defines the steps in the performance evaluation (e.g., self-evaluation, manager review, calibration, final rating).

🔹 Performance Template Structure

• Specifies general details, including:
  ✅ Template Name
  ✅ Process Workflow
  ✅ Goal & Competency Sections
  ✅ Review Periods & Due Dates

🔹 Eligibility Batch Process

• Ensures performance documents are assigned in bulk to the right employees based on eligibility rules.

🚀 Why is Setting Up Performance Templates Important?

✔ Standardizes employee evaluations across the organization.
✔ Ensures consistency in performance review processes.
✔ Automates eligibility and assignment of performance documents.
✔ Allows flexibility through anytime evaluations.

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