{
  "test_id": "ORCL.HCM.PERF.COMPLETE",
  "scenario_name": "Performance Completion",
  "application": "Oracle Fusion Cloud",
  "product": "HCM",
  "module": "Performance Management",
  "process": "Performance Completion",
  "business_flow": "Performance-to-Compensation",
  "scenario_type": "Positive / Negative / 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/performance-completion/",
  "objective": {
    "intro": "This test validates final completion rules, document locking, notifications, audit trail and downstream availability (e.g. to Compensation) of completed performance documents.",
    "confirms": [
      "the performance document completes correctly once the employee self-evaluation and manager evaluation stages are complete",
      "completion is correctly prevented when a required rating, comment or goal is missing or incomplete",
      "the final overall rating and final comments are recorded correctly on the completed document",
      "the completed document is correctly locked from further edits, and reopened only where configuration permits",
      "a completion notification is correctly triggered to the relevant participants",
      "the completed performance result is correctly made available downstream to Compensation where configured",
      "the completion audit trail and document history are correctly retained and visible to the employee and manager",
      "deliberately invalid completion attempts — missing rating, missing comment, incomplete goal, late completion, unauthorized worker — are correctly rejected or flagged rather than silently accepted"
    ],
    "scope_note": "A negative or security Performance Completion scenario passes when Oracle correctly enforces the expected completion, locking or security rule; this test does not attempt to certify a specific Oracle application defect, and does not assume every customer configures downstream availability to Compensation identically — this depends 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 20 individual Performance Completion scenarios as a single comprehensive reference rather than as separate indexable pages."
  },
  "preconditions": [
    "Oracle Fusion Performance Management access is available to the manager test user.",
    "A representative ${WORKER} with a performance document in a ${DOCUMENT_STATUS} that has completed both the employee self-evaluation and manager evaluation stages is available, along with an assigned ${MANAGER}.",
    "A configured ${GOAL} set with all required sections populated is available on the worker's performance document for positive completion scenarios.",
    "A representative worker with a missing ${OVERALL_RATING}, missing comment or incomplete ${GOAL} is available for negative completion scenarios.",
    "A user without an authorized manager relationship to ${WORKER} is available for security testing.",
    "Where downstream availability to Compensation is configured, a valid ${COMPENSATION_CYCLE} is available for testing.",
    "Audit trail / history tracking (${AUDIT_LOG}) is enabled on the performance document for the review cycle."
  ],
  "test_data": [
    {
      "field": "Worker",
      "example": "${WORKER}"
    },
    {
      "field": "Manager",
      "example": "${MANAGER}"
    },
    {
      "field": "Document Status",
      "example": "${DOCUMENT_STATUS}"
    },
    {
      "field": "Overall Rating",
      "example": "${OVERALL_RATING}"
    },
    {
      "field": "Completion Date",
      "example": "${COMPLETION_DATE}"
    },
    {
      "field": "Goal",
      "example": "${GOAL}"
    },
    {
      "field": "Compensation Cycle",
      "example": "${COMPENSATION_CYCLE}"
    },
    {
      "field": "Audit Log",
      "example": "${AUDIT_LOG}"
    }
  ],
  "business_steps": [
    {
      "step_number": 1,
      "step_name": "Sign In to Oracle Fusion HCM as Manager",
      "action": "Sign in to Oracle Fusion Cloud with a user account that has manager access to Performance Management.",
      "test_data": "",
      "expected_result": "The Oracle Fusion Cloud home page loads successfully for the authenticated manager.",
      "validation_type": "action"
    },
    {
      "step_number": 2,
      "step_name": "Confirm Employee and Manager Evaluations Are Complete",
      "action": "Navigate to ${WORKER}'s performance document and confirm both the employee self-evaluation and ${MANAGER}'s evaluation are complete.",
      "test_data": "${WORKER} / ${MANAGER}",
      "expected_result": "The performance document reflects a ${DOCUMENT_STATUS} showing both evaluation stages complete.",
      "validation_type": "action"
    },
    {
      "step_number": 3,
      "step_name": "Verify All Required Sections and Ratings Are Present",
      "action": "Review the performance document to confirm every required ${GOAL}, rating and comment section is populated before completion is attempted.",
      "test_data": "${GOAL} / ${OVERALL_RATING}",
      "expected_result": "All required sections display as complete, or a missing item is correctly identified before completion is attempted.",
      "validation_type": "action"
    },
    {
      "step_number": 4,
      "step_name": "Complete the Performance Document",
      "action": "Select the action to complete ${WORKER}'s performance document as of ${COMPLETION_DATE}.",
      "test_data": "${COMPLETION_DATE}",
      "expected_result": "The performance document completes successfully and updates to a completed ${DOCUMENT_STATUS}, or a deliberately incomplete attempt is correctly rejected with the expected validation.",
      "validation_type": "business_assertion",
      "note": "Completion is correctly blocked for scenarios with a missing rating, comment or incomplete goal; this is a passing outcome for negative scenarios, not a failure."
    },
    {
      "step_number": 5,
      "step_name": "Verify the Document Locks and Notification Triggers",
      "action": "Confirm the completed document is locked from further edits (except where reopening is permitted) and that the configured completion notification is triggered to the relevant participants.",
      "test_data": "",
      "expected_result": "The document is correctly locked and the completion notification is correctly triggered, or the document correctly remains editable where reopening is permitted.",
      "validation_type": "action"
    },
    {
      "step_number": 6,
      "step_name": "Verify Downstream Availability to Compensation",
      "action": "Where configured, confirm the completed performance result for ${WORKER} is available to the ${COMPENSATION_CYCLE} downstream in Compensation.",
      "test_data": "${COMPENSATION_CYCLE}",
      "expected_result": "The completed performance result is correctly available to Compensation where configured, or correctly withheld where downstream availability is not configured.",
      "validation_type": "action"
    },
    {
      "step_number": 7,
      "step_name": "Verify Audit Trail and History",
      "action": "Review the ${AUDIT_LOG} and performance history for ${WORKER} to confirm the completion event, completion date and prior evaluation stages are accurately recorded.",
      "test_data": "${AUDIT_LOG}",
      "expected_result": "The audit trail and history accurately reflect a valid completion, 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 20 Performance Completion variations."
    }
  ],
  "expected_results": [
    "Performance document completion recorded correctly once employee and manager evaluation stages are complete.",
    "Completion correctly prevented when a required rating, comment or goal is missing or incomplete.",
    "Final overall rating and final comments recorded correctly on the completed document.",
    "Completed document correctly locked from further edits, and reopened only where configuration permits.",
    "Completion notification correctly triggered to the relevant participants.",
    "Completed performance result correctly available downstream to Compensation where configured, and audit trail / history correctly retained."
  ],
  "validation_checkpoints": [
    "completion correctly blocked when required rating/comments/goals are incomplete",
    "completed document correctly locked from further edits (except where reopen is permitted)",
    "completion notification correctly triggered",
    "completed performance result correctly available to Compensation where configured",
    "document history and audit trail correctly retained",
    "unauthorized completion attempts correctly blocked"
  ]
}