{
  "test_id": "ORCL.HCM.PERF.EMPLOYEE.EVAL",
  "scenario_name": "Employee Evaluation",
  "application": "Oracle Fusion Cloud",
  "product": "HCM",
  "module": "Performance Management",
  "process": "Employee Evaluation",
  "business_flow": "Performance-to-Compensation",
  "scenario_type": "Positive / Negative / Boundary / Security",
  "priority": "High",
  "automation_status": "SyntraFlow Ready",
  "library": "Syntra Standard",
  "canonical_url": "https://www.syntraflow.cloud/oracle-erp-testing-tool/test-library/hcm/performance-management/employee-evaluation/",
  "objective": {
    "intro": "This test validates employee self-evaluation of goals and competencies, rating entry, comments, submission and correction workflows across Oracle Fusion HCM Performance Management, without assuming a universal rating scale.",
    "confirms": [
      "an employee can open their self-evaluation and rate each assigned goal and competency correctly",
      "overall and item-level comments can be entered and saved correctly against goals, competencies and the overall evaluation",
      "a draft self-evaluation can be saved and resumed without losing previously entered ratings or comments",
      "a self-evaluation can be submitted, including required-field enforcement, and updated before submission but not after, unless returned for correction",
      "a returned evaluation can be corrected and resubmitted, and the evaluation history reflects each status change correctly",
      "deliberately invalid submissions — missing rating, missing comment, invalid or out-of-scale rating, and unauthorized access to another worker's evaluation — are correctly rejected or blocked rather than silently accepted"
    ],
    "scope_note": "A negative or boundary Employee Evaluation scenario passes when Oracle correctly enforces the expected rating, template or security rule; this test does not attempt to certify a specific Oracle application defect, and does not assume a universal rating scale — the configured scale, required fields and correction workflow depend entirely on customer-specific Oracle Fusion configuration. Where an entry or validation appears unexpected or its cause is unclear, it is treated as requiring further investigation and supporting evidence rather than a confirmed conclusion. This page catalogs 30 individual Employee Evaluation scenarios as a single comprehensive reference rather than as separate indexable pages."
  },
  "preconditions": [
    "Oracle Fusion Performance Management access is available to the test user.",
    "A representative ${WORKER} with an active performance document containing assigned ${GOAL} and ${COMPETENCY} items is available.",
    "A configured ${RATING_SCALE} for the performance document, including its minimum and maximum values, is known for the test environment.",
    "${MANAGER} is assigned to ${WORKER} and available for downstream evaluation-return scenarios.",
    "The performance document's required-field configuration (required ratings and required comments) is known for the test environment.",
    "A due date is configured for the self-evaluation phase for testing due-date and late-submission scenarios.",
    "A second worker's self-evaluation document and a user without access to it are available for security testing."
  ],
  "test_data": [
    {
      "field": "Worker",
      "example": "${WORKER}"
    },
    {
      "field": "Goal",
      "example": "${GOAL}"
    },
    {
      "field": "Competency",
      "example": "${COMPETENCY}"
    },
    {
      "field": "Rating",
      "example": "${RATING}"
    },
    {
      "field": "Rating Scale",
      "example": "${RATING_SCALE}"
    },
    {
      "field": "Comment",
      "example": "${COMMENT}"
    },
    {
      "field": "Due Date",
      "example": "${DUE_DATE}"
    },
    {
      "field": "Document Status",
      "example": "${DOCUMENT_STATUS}"
    },
    {
      "field": "Manager",
      "example": "${MANAGER}"
    }
  ],
  "business_steps": [
    {
      "step_number": 1,
      "step_name": "Sign In as the Employee",
      "action": "Sign in to Oracle Fusion Cloud with a user account belonging to ${WORKER}.",
      "test_data": "${WORKER}",
      "expected_result": "The Oracle Fusion Cloud home page loads successfully for the authenticated worker.",
      "validation_type": "action"
    },
    {
      "step_number": 2,
      "step_name": "Open the Self-Evaluation",
      "action": "Navigate to the current performance document and open the worker's own self-evaluation.",
      "test_data": "",
      "expected_result": "The self-evaluation opens with the assigned goals and competencies listed for rating.",
      "validation_type": "action"
    },
    {
      "step_number": 3,
      "step_name": "Rate Goals and Competencies",
      "action": "Enter a rating for each assigned ${GOAL} and ${COMPETENCY} using the configured ${RATING_SCALE}.",
      "test_data": "${GOAL} / ${COMPETENCY} / ${RATING} / ${RATING_SCALE}",
      "expected_result": "Each rating is recorded correctly against its goal or competency, or a deliberately invalid rating is rejected with the expected validation.",
      "validation_type": "action"
    },
    {
      "step_number": 4,
      "step_name": "Add Required Comments",
      "action": "Add overall and item-level ${COMMENT} entries where required by the document configuration.",
      "test_data": "${COMMENT}",
      "expected_result": "Comments are recorded correctly, or submission is correctly blocked where a required comment is missing.",
      "validation_type": "action"
    },
    {
      "step_number": 5,
      "step_name": "Save as Draft or Submit",
      "action": "Save the self-evaluation as a draft, or submit it once all required ratings and comments are complete.",
      "test_data": "",
      "expected_result": "A draft is saved with entered values preserved for later resumption, or the evaluation is submitted and moves to the expected ${DOCUMENT_STATUS}.",
      "validation_type": "business_assertion",
      "note": "Correctly blocking submission for a missing required rating or comment is a passing outcome for negative scenarios, not a failure."
    },
    {
      "step_number": 6,
      "step_name": "Handle a Returned Evaluation",
      "action": "Where a submitted evaluation is returned by ${MANAGER} for correction, update the relevant ratings or comments and resubmit.",
      "test_data": "${MANAGER}",
      "expected_result": "The returned evaluation accepts the correction and can be resubmitted, moving back to the expected ${DOCUMENT_STATUS}.",
      "validation_type": "action",
      "note": "Not every scenario reaches this step; it applies only to returned-evaluation and resubmission variations."
    },
    {
      "step_number": 7,
      "step_name": "Verify Evaluation Status and History",
      "action": "Confirm the self-evaluation's current ${DOCUMENT_STATUS} and its history of status changes.",
      "test_data": "${DOCUMENT_STATUS}",
      "expected_result": "Evaluation status and history accurately reflect a valid submission, correction or resubmission, or an expected validation for an invalid one.",
      "validation_type": "business_assertion",
      "note": "This is the main business assertion for the scenario across the full catalog of 30 Employee Evaluation variations."
    }
  ],
  "expected_results": [
    "Each goal and competency rated correctly for the worker using the configured rating scale.",
    "Overall and item-level comments recorded correctly, including required-comment enforcement.",
    "Draft self-evaluations saved and resumed correctly without loss of previously entered data.",
    "Self-evaluations submitted, corrected after return, and resubmitted with the correct resulting status.",
    "Evaluation status and history accurately recorded across draft, submitted, returned and resubmitted states.",
    "Deliberately invalid submissions and unauthorized access attempts raised the expected validation or security rule rather than being silently accepted."
  ],
  "validation_checkpoints": [
    "Rating and comments correctly captured for each goal/competency.",
    "Required fields correctly enforced before submission.",
    "Rating scale boundaries correctly enforced.",
    "Draft save/resume correctly preserves entered data.",
    "Returned evaluations correctly allow correction and resubmission.",
    "Unauthorized access to another worker's evaluation correctly blocked."
  ]
}