{
  "test_id": "ORCL.HCM.PERF.DOCUMENT",
  "scenario_name": "Performance Document",
  "application": "Oracle Fusion Cloud",
  "product": "HCM",
  "module": "Performance Management",
  "process": "Performance Document",
  "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-document/",
  "objective": {
    "intro": "This test validates creation, eligibility, section content and status lifecycle of performance documents across review periods and templates, without assuming a universal template or rating-scale structure.",
    "confirms": [
      "each performance document can be generated correctly for an eligible worker from the configured performance template and review period",
      "worker eligibility rules — new hire, terminated, contingent, multiple assignments and manager population — are correctly applied when documents are generated",
      "required and optional sections configured on the template (ratings, comments, goals, competencies and development where configured) are correctly present on the generated document",
      "document status correctly progresses through created, in progress, submitted, returned and completed as the performance cycle advances",
      "document history is retained and accurately reflects prior status transitions",
      "deliberately invalid conditions — invalid or inactive template, invalid review period, missing manager, duplicate generation, invalid effective date, unauthorized access and generation process failure — are correctly rejected or flagged rather than silently accepted"
    ],
    "scope_note": "A negative performance management scenario passes when Oracle correctly enforces the expected eligibility, template or security rule; this test does not attempt to certify a specific Oracle application defect, and does not assume a universal performance template or rating scale — both 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 40 individual Performance Document scenarios — the first and largest catalog in the new Performance Management cluster — 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} and ${MANAGER}, including new hire and terminated worker records, are available or can be constructed.",
    "A configured ${PERFORMANCE_TEMPLATE} for the applicable ${REVIEW_PERIOD}, including required and optional sections, is available.",
    "A defined ${WORKER_POPULATION} reflecting the eligibility rules to be tested (new hire, contingent, multiple assignments) is available.",
    "Representative ${GOAL} and ${COMPETENCY} records linked to the applicable workers are available where the template includes those sections.",
    "A configured ${RATING_SCALE} for the applicable performance template is in place.",
    "A user without the required Performance Management security access is available for security testing, and an inactive or invalid ${PERFORMANCE_TEMPLATE} is available for negative testing."
  ],
  "test_data": [
    {
      "field": "Worker",
      "example": "${WORKER}"
    },
    {
      "field": "Manager",
      "example": "${MANAGER}"
    },
    {
      "field": "Review Period",
      "example": "${REVIEW_PERIOD}"
    },
    {
      "field": "Performance Template",
      "example": "${PERFORMANCE_TEMPLATE}"
    },
    {
      "field": "Worker Population",
      "example": "${WORKER_POPULATION}"
    },
    {
      "field": "Goal",
      "example": "${GOAL}"
    },
    {
      "field": "Competency",
      "example": "${COMPETENCY}"
    },
    {
      "field": "Document Status",
      "example": "${DOCUMENT_STATUS}"
    },
    {
      "field": "Effective Date",
      "example": "${EFFECTIVE_DATE}"
    },
    {
      "field": "Rating Scale",
      "example": "${RATING_SCALE}"
    }
  ],
  "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 Performance Management access.",
      "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 Performance Management",
      "action": "Navigate to the Performance Management work area used to create and manage performance documents.",
      "test_data": "",
      "expected_result": "The Performance Management work area opens successfully.",
      "validation_type": "action"
    },
    {
      "step_number": 3,
      "step_name": "Select Review Period and Eligible Worker Population",
      "action": "Select the ${REVIEW_PERIOD} and the ${WORKER_POPULATION} eligible for the performance cycle.",
      "test_data": "${REVIEW_PERIOD} / ${WORKER_POPULATION}",
      "expected_result": "The selected review period and eligible worker population are correctly recorded for document generation.",
      "validation_type": "action"
    },
    {
      "step_number": 4,
      "step_name": "Generate Performance Documents from Configured Template",
      "action": "Generate performance documents for the eligible worker population from the configured ${PERFORMANCE_TEMPLATE}.",
      "test_data": "${PERFORMANCE_TEMPLATE}",
      "expected_result": "Performance documents are generated for eligible workers from the configured template, or a deliberately invalid condition is correctly rejected or flagged.",
      "validation_type": "action",
      "note": "Exact eligibility and template behavior depends on the customer's own Performance Management configuration."
    },
    {
      "step_number": 5,
      "step_name": "Verify Goals, Competencies and Sections Populate Correctly",
      "action": "Verify that goals, competencies and other required or optional sections populate correctly on the generated document according to the template configuration.",
      "test_data": "${GOAL} / ${COMPETENCY}",
      "expected_result": "Required and optional sections correctly reflect the template configuration for each generated document.",
      "validation_type": "business_assertion"
    },
    {
      "step_number": 6,
      "step_name": "Verify Document Status",
      "action": "Verify that each performance document reflects the correct status as it moves through the performance cycle.",
      "test_data": "${DOCUMENT_STATUS}",
      "expected_result": "Document status accurately reflects created, in progress, submitted, returned or completed as appropriate.",
      "validation_type": "business_assertion"
    },
    {
      "step_number": 7,
      "step_name": "Verify Document History Is Retained",
      "action": "Confirm that the performance document's history accurately retains prior status transitions and key changes.",
      "test_data": "",
      "expected_result": "Document history correctly reflects the sequence of status transitions for the document.",
      "validation_type": "business_assertion",
      "note": "This is the main business assertion for the scenario across the full catalog of 40 Performance Document variations."
    }
  ],
  "expected_results": [
    "Each performance document correctly generated for eligible workers per the configured template and review period.",
    "Ineligible workers correctly excluded from document generation.",
    "Required sections correctly present on the generated document per template configuration.",
    "Document status correctly reflected the appropriate lifecycle stage as the cycle progressed.",
    "Duplicate document generation correctly prevented for the same worker and review period.",
    "Unauthorized access to another worker's performance document correctly blocked."
  ],
  "validation_checkpoints": [
    "Document correctly generated for eligible workers per configured template and period.",
    "Ineligible workers correctly excluded.",
    "Required sections correctly present per template configuration.",
    "Document status correctly reflects lifecycle stage.",
    "Duplicate generation correctly prevented.",
    "Unauthorized access correctly blocked."
  ]
}