1) Set up performance process flows and review periods to structure evaluations, including quarterly, annual, and project reviews. Process flows define tasks for managers and employees. 2) Create at least three required sections for evaluations: profile content, performance/development goals, and overall summary. 3) To set a review period, navigate to the review period page, enter a name and active dates, and save. Review periods cannot later be edited. Process flows are also created and define required sequential tasks.

1. Oracle HCM Cloud: Interim
Evaluations in
Performance Documents

2. Set up the performance process flow and the review period.
1.Create performance process flows to include tasks for the manager and worker
rating the worker for the annual and quarterly evaluations and the project
evaluations. You can use the same process flow for both.
2.Create the sections required by the process flow, including at least these three
sections:
1.Profile Content (Competencies)
2.Performance Goals or Development Goals
3.Overall Summary
3.Create a review period to use in all performance document periods.

3. Review Period
Navigate to: Myclient groups> Performance >ReviewPeriod

4. Step 1: Click on the review periods to define the period of evaluation
Step 2: Click on the ‘Create Review Period’
Step 3: Enter Review Period Name
Set Status as ‘Active’
Enter Start and End Date for the Review period
Step 4: Click on “Save and Close”

5. Note: Review Period, once created,
cannot be edited

6. Process flow
Navigate to: My client groups> Performance >Performance Process Flows

7. Step 1: Click on the Performance Process flows
Step2: Enter the Name of the Performance flow
Enter from and to date
Select the Required tasks involved in the Performance review

8. Note: “Tasks” are evaluation steps that are carried out in
sequential order during the performance review