{
  "test_id": "ORCL.HCM.PERF.GOALS",
  "scenario_name": "Goals",
  "application": "Oracle Fusion Cloud",
  "product": "HCM",
  "module": "Performance Management",
  "process": "Goals",
  "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/goals/",
  "objective": {
    "intro": "This test validates goal creation, assignment, organizational alignment, weighting and inclusion in performance documents, without hard-coding any specific weight percentage as universal.",
    "confirms": [
      "goals are correctly created and assigned to the intended worker, whether created by the manager or the worker",
      "goals correctly align to an organizational goal where organizational alignment is configured",
      "goal weights are correctly validated against the customer's configured total rather than a universal fixed percentage",
      "goal dates are correctly validated against the applicable review period",
      "goals correctly reflect in, or are removed from, the performance document as configured",
      "deliberately invalid submissions — missing goal name, invalid date range, goal outside the review period, unauthorized goal update, and weights below or above the configured total — are correctly rejected or flagged rather than silently accepted"
    ],
    "scope_note": "A negative or boundary Goals scenario passes when Oracle correctly enforces the expected weighting, date or security rule; this test does not attempt to certify a specific Oracle application defect, and does not assume a universal goal-weighting percentage — weighting totals, review periods and organizational alignment 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 25 individual Goals scenarios as a single comprehensive reference rather than as separate indexable pages."
  },
  "preconditions": [
    "Oracle Fusion Performance Management access is available to the worker and manager test users.",
    "A representative ${WORKER} is available, along with an assigned ${MANAGER} in Oracle Fusion Core HR.",
    "A valid ${ORGANIZATIONAL_GOAL} is configured for alignment testing, where organizational goal alignment is enabled.",
    "The customer's configured goal weighting total and applicable ${WEIGHT} rules are documented for the target Oracle Fusion environment.",
    "A valid ${REVIEW_PERIOD} and its start/end dates are configured for the current performance cycle.",
    "A user without an authorized relationship to ${WORKER} is available for security testing of unauthorized goal updates.",
    "The performance document for ${WORKER} is in a ${DOCUMENT_STATUS} that allows goals to be created, assigned or updated, per the customer's configured review cycle."
  ],
  "test_data": [
    {
      "field": "Worker",
      "example": "${WORKER}"
    },
    {
      "field": "Manager",
      "example": "${MANAGER}"
    },
    {
      "field": "Goal Name",
      "example": "${GOAL_NAME}"
    },
    {
      "field": "Organizational Goal",
      "example": "${ORGANIZATIONAL_GOAL}"
    },
    {
      "field": "Weight",
      "example": "${WEIGHT}"
    },
    {
      "field": "Target Date",
      "example": "${TARGET_DATE}"
    },
    {
      "field": "Review Period",
      "example": "${REVIEW_PERIOD}"
    },
    {
      "field": "Goal Status",
      "example": "${GOAL_STATUS}"
    },
    {
      "field": "Document Status",
      "example": "${DOCUMENT_STATUS}"
    }
  ],
  "business_steps": [
    {
      "step_number": 1,
      "step_name": "Sign In to Oracle Fusion HCM",
      "action": "Sign in to Oracle Fusion Cloud with a user account that has access to Performance Management goals.",
      "test_data": "",
      "expected_result": "The Oracle Fusion Cloud home page loads successfully for the authenticated user.",
      "validation_type": "action"
    },
    {
      "step_number": 2,
      "step_name": "Navigate to Goals",
      "action": "Navigate to the Goals work area for ${WORKER}, either as the worker or as ${MANAGER}.",
      "test_data": "${WORKER} / ${MANAGER}",
      "expected_result": "The Goals work area opens successfully, showing ${WORKER}'s existing goal plan.",
      "validation_type": "action"
    },
    {
      "step_number": 3,
      "step_name": "Create or Assign the Goal",
      "action": "Create or assign a ${GOAL_NAME} for ${WORKER}, entering a ${TARGET_DATE} and ${WEIGHT} as applicable.",
      "test_data": "${GOAL_NAME} / ${TARGET_DATE} / ${WEIGHT}",
      "expected_result": "The goal is created or assigned correctly, or a deliberately invalid entry is rejected with the expected validation.",
      "validation_type": "action",
      "note": "Missing goal name, invalid date range and weight-total violations are exercised as dedicated negative and boundary scenarios."
    },
    {
      "step_number": 4,
      "step_name": "Align to an Organizational Goal Where Applicable",
      "action": "Where organizational alignment is configured, align the goal to an ${ORGANIZATIONAL_GOAL}.",
      "test_data": "${ORGANIZATIONAL_GOAL}",
      "expected_result": "The goal correctly links to the selected organizational goal where alignment is configured.",
      "validation_type": "action"
    },
    {
      "step_number": 5,
      "step_name": "Update Goal Progress Over the Review Period",
      "action": "Update the goal's progress and ${GOAL_STATUS} over the course of the ${REVIEW_PERIOD}.",
      "test_data": "${GOAL_STATUS} / ${REVIEW_PERIOD}",
      "expected_result": "Goal progress and status update correctly across the review period.",
      "validation_type": "business_assertion",
      "note": "Correctly rejecting an update outside the review period is a passing outcome for negative scenarios, not a failure."
    },
    {
      "step_number": 6,
      "step_name": "Verify Goal in Performance Document",
      "action": "Confirm the goal correctly reflects — including its ${WEIGHT} — within ${WORKER}'s performance document once generated, per the configured ${DOCUMENT_STATUS}.",
      "test_data": "${DOCUMENT_STATUS}",
      "expected_result": "The goal, including its weight, correctly appears in or is removed from the performance document as configured.",
      "validation_type": "business_assertion"
    },
    {
      "step_number": 7,
      "step_name": "Verify Goal History",
      "action": "Review the goal's history of weight, target date and status changes across the review period.",
      "test_data": "",
      "expected_result": "Goal history accurately reflects a valid change, 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 25 Goals variations."
    }
  ],
  "expected_results": [
    "Goals correctly created and assigned to the intended worker, whether created by the manager or the worker.",
    "Organizational alignment correctly linked where configured.",
    "Goal weights correctly validated against the configured total.",
    "Goal dates correctly validated against the applicable review period.",
    "Goals correctly included in, or removed from, the performance document as configured.",
    "Unauthorized goal updates correctly blocked."
  ],
  "validation_checkpoints": [
    "goal correctly created and assigned to the intended worker",
    "organizational alignment correctly linked where configured",
    "goal weights correctly validated against the configured total",
    "goal dates correctly validated against the review period",
    "goal correctly included in or removed from the performance document",
    "unauthorized goal updates correctly blocked"
  ]
}