{"id":31073,"date":"2026-01-06T07:35:49","date_gmt":"2026-01-06T07:35:49","guid":{"rendered":"http:\/\/kovaion-new1.local\/handling-talent-evaluation-in-global-transfer-with-oracle-hcm-cloud\/"},"modified":"2026-01-06T12:59:30","modified_gmt":"2026-01-06T12:59:30","slug":"handling-talent-evaluation-in-global-transfer-with-oracle-hcm-cloud","status":"publish","type":"post","link":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/handling-talent-evaluation-in-global-transfer-with-oracle-hcm-cloud\/","title":{"rendered":"Handling Talent Evaluation in Global transfer with Oracle HCM Cloud"},"content":{"rendered":"<p><strong>Handling Talent Evaluation in Global transfer with Oracle HCM Cloud<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>Oracle HCM Cloud offers a new functionality which has been introduced in 20B update, in which we can move the performance documents to workers\u2019 new assignment while performing local and global transfer. Moving performance documents to the workers\u2019 new assignment means that worker need not switch between assignments to see all of their performance goals and documents.<\/p>\n<p><strong>Prerequisite:<\/strong><\/p>\n<ul>\n<li>Privileges required to Edit, View and Publish the sandboxes as follows:\u00a0<strong>FND_ADMINISTER_SANDBOX_PRIV<\/strong>.<\/li>\n<li>To Perform Local and Global Transfer a Worker should have\u00a0<strong>HR Specialist<\/strong>\u00a0role and this privilege<strong>\u00a0ORA_PER_TRANSFER_WORKER_LOCAL_GLOBAL<\/strong>.<\/li>\n<\/ul>\n<p><strong>Business Benefits:<\/strong><\/p>\n<ul>\n<li>Workers don\u2019t need to switch between assignments to view their performance documents.<\/li>\n<li>Simplified user access<\/li>\n<li>Seamless transfer of documents<\/li>\n<li>Improve productivity and engagement with Employee<\/li>\n<\/ul>\n<p><strong>Key Features:<\/strong><\/p>\n<ul>\n<li>If the Global Transfer is submitted and the employee is having any Goal plans pending approval for particular review period then Performance Goals and Documents won\u2019t get transfer to new assignment.<\/li>\n<li>If no new line manager is selected, Performance Goals and Documents will not transfer to another manager.<\/li>\n<\/ul>\n<p><strong>Configuration Steps to Enable the Performance documents in Global transfer:<\/strong><\/p>\n<ul>\n<li><strong>Step 1:\u00a0<\/strong>Create a sandbox and select HCM Experience Design Studio and enter the sandbox.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11303\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/word-image-6.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 630px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/word-image-6.png 630w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/word-image-6-480x365.png 480w\" alt=\"\" width=\"630\" height=\"479\" \/><\/strong><\/p>\n<p><strong>Fig: 1<\/strong><\/p>\n<ul>\n<li><strong>Step 2:\u00a0<\/strong>We have to create a rule in<strong>\u00a0HCM Design Studio\u00a0<\/strong>for the action<strong>\u00a0Local and Global Transfer\u00a0<\/strong>to display<strong>\u00a0Performance Goals and Documents\u00a0<\/strong>section. Select\u00a0<strong>Local and Global Transfer<\/strong>.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11304 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-112-png-1024x464.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-112-png-980x444.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-112-png-480x218.png 480w\" alt=\"Screenshot (112).png\" width=\"1024\" height=\"464\" \/><\/strong><\/p>\n<p><strong>Fig: 2<\/strong><\/p>\n<ul>\n<li><strong>Step 3:\u00a0<\/strong>Create a new rule.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11305 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-114-png-1024x470.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-114-png-980x450.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-114-png-480x220.png 480w\" alt=\"Screenshot (114).png\" width=\"1024\" height=\"470\" \/><\/strong><\/p>\n<p><strong>Fig: 3<\/strong><\/p>\n<ul>\n<li><strong>Step 4:\u00a0<\/strong>Fill the required fields as per the requirements.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11306 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-114-png-1-1024x472.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-114-png-1-980x451.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-114-png-1-480x221.png 480w\" alt=\"Screenshot (114).png\" width=\"1024\" height=\"472\" \/><\/strong><\/p>\n<p><strong>Fig: 4<\/strong><\/p>\n<ul>\n<li><strong>Step 5:\u00a0<\/strong>Change it to\u00a0<strong>Visible<\/strong>\u00a0in\u00a0<strong>Performance Goals and Documents<\/strong>.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11307 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-115-png-1024x466.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-115-png-980x446.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-115-png-480x218.png 480w\" alt=\"Screenshot (115).png\" width=\"1024\" height=\"466\" \/><\/strong><\/p>\n<p><strong>Fig: 5<\/strong><\/p>\n<ul>\n<li><strong>Step 6:\u00a0<\/strong>In\u00a0<strong>Page Attributes<\/strong>\u00a0select\u00a0<strong>Performance Goals and Documents<\/strong>\u00a0and do the changes required. Here we change it to\u00a0<strong>Visible<\/strong>\u00a0so that we can select\u00a0<strong>Transfer current performance documents for which I am the manager to the new manager. Save and close<\/strong>\u00a0and publish the sandbox.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11308 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-116-png-1024x469.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-116-png-980x449.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-116-png-480x220.png 480w\" alt=\"Screenshot (116).png\" width=\"1024\" height=\"469\" \/><\/strong><\/p>\n<p><strong>Fig: 6<\/strong><\/p>\n<p><strong>Process Flow to Transfer the performance documents while Global transfer:<\/strong><\/p>\n<ul>\n<li><strong>Step 7:\u00a0<\/strong>To Perform Local and Global Transfer a Worker should have\u00a0<strong>HR Specialist<\/strong>\u00a0role and this privilege<strong>\u00a0ORA_PER_TRANSFER_WORKER_LOCAL_GLOBAL<\/strong>.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11309 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-99-png-1024x475.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-99-png-980x455.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-99-png-480x223.png 480w\" alt=\"Screenshot (99).png\" width=\"1024\" height=\"475\" \/><\/strong><\/p>\n<p><strong>Fig: 7<\/strong><\/p>\n<ul>\n<li><strong>Step 8:\u00a0<\/strong>After clicking on Local and Global Transfer will directed to this page. Search and select the employee and it will direct to another page refer\u00a0<strong>Fig: 9<\/strong>.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11310 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-100-png-1024x446.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-100-png-980x427.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-100-png-480x209.png 480w\" alt=\"Screenshot (100).png\" width=\"1024\" height=\"446\" \/><\/strong><\/p>\n<p><strong>Fig: 8<\/strong><\/p>\n<ul>\n<li><strong>Step 9:\u00a0<\/strong>Select and manage.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11311 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-101-png-1024x447.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-101-png-980x428.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-101-png-480x210.png 480w\" alt=\"Screenshot (101).png\" width=\"1024\" height=\"447\" \/><\/strong><\/p>\n<p><strong>Fig: 9<\/strong><\/p>\n<ul>\n<li><strong>Step 10:\u00a0<\/strong>Refer\u00a0<strong>Fig: 9\u00a0<\/strong>after selecting checkboxes click\u00a0<strong>continue<\/strong>\u00a0and it will get trigger to another page where\u00a0<strong>HR Specialist<\/strong>\u00a0will be filling all the required fields.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11312 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-102-png-1024x470.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-102-png-980x450.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-102-png-480x220.png 480w\" alt=\"Screenshot (102).png\" width=\"1024\" height=\"470\" \/><\/strong><\/p>\n<p><strong>Fig: 10<\/strong><\/p>\n<ul>\n<li><strong>Step 11:\u00a0<\/strong>As soon as you select\u00a0<strong>Permanent<\/strong>in\u00a0<strong>is this change permanent or temporary?<\/strong>refer\u00a0<strong>Fig: 10<\/strong>. You will notice\u00a0<strong>Performance Goals and Documents<\/strong>\u00a0below\u00a0<strong>Managers<\/strong>.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11313 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-140-png-1024x468.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-140-png-980x448.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-140-png-480x219.png 480w\" alt=\"Screenshot (140).png\" width=\"1024\" height=\"468\" \/><\/strong><\/p>\n<p><strong>Fig: 11<\/strong><\/p>\n<ul>\n<li><strong>Step 12:\u00a0<\/strong>Select the\u00a0<strong>Specific Review Period<\/strong>\u00a0which you want to transfer to employee\u2019s new assignment.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11314 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-140-png-1-1024x463.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-140-png-1-980x443.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-140-png-1-480x217.png 480w\" alt=\"Screenshot (140).png\" width=\"1024\" height=\"463\" \/><\/p>\n<p><strong>Fig: 12<\/strong><\/p>\n<ul>\n<li><strong>Step 13:\u00a0<\/strong>Select\u00a0<strong>Review Period<\/strong>\u00a0and select\u00a0<strong>Transfer current performance documents for which I am the manager to the new manager\u00a0<\/strong>and\u00a0<strong>Submit<\/strong>\u00a0it. So that it will transfer to employees new assignment and to the new manager as well.<\/li>\n<\/ul>\n<p>Refer\u00a0<strong>Fig:6<\/strong>.<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11317 size-large\" src=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-142-png-1024x452.png\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" srcset=\"https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-142-png-980x433.png 980w, https:\/\/www.kovaion.com\/kovaioncom_2020\/wp-content\/uploads\/2020\/09\/screenshot-142-png-480x212.png 480w\" alt=\"Screenshot (142).png\" width=\"1024\" height=\"452\" \/><\/strong><\/p>\n<p><strong>Fig: 13<\/strong><\/p>\n<p>So, this is how we can move performance goals and documets while performing local and global transfer in Orcale HCM Cloud.<\/p>\n<p>Author<br \/>\n<strong>Dhananjaya Dash<\/strong><br \/>\nOracle HCM Cloud Team<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Handling Talent Evaluation in Global transfer with Oracle HCM Cloud &nbsp; Oracle HCM Cloud offers a new functionality which has been introduced in 20B update, in which we can move the performance documents to workers\u2019 new assignment while performing local and global transfer. Moving performance documents to the workers\u2019 new assignment means that worker need [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[18],"tags":[],"class_list":["post-31073","post","type-post","status-publish","format-standard","hentry","category-oracle-hcm"],"acf":[],"_links":{"self":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/31073","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/comments?post=31073"}],"version-history":[{"count":1,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/31073\/revisions"}],"predecessor-version":[{"id":31074,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/31073\/revisions\/31074"}],"wp:attachment":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/media?parent=31073"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/categories?post=31073"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/tags?post=31073"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}