{
  "test_id": "ORCL.HCM.E2E.PERF2COMP",
  "scenario_name": "Performance-to-Compensation",
  "application": "Oracle Fusion Cloud",
  "product": "HCM",
  "module": "End-to-End HCM",
  "process": "Performance-to-Compensation",
  "business_flow": "Hire-to-Retire",
  "scenario_type": "End-to-End / Cross-Module",
  "priority": "High",
  "automation_status": "SyntraFlow Ready",
  "library": "Syntra Standard Journey",
  "canonical_url": "https://www.syntraflow.cloud/oracle-erp-testing-tool/test-library/hcm/end-to-end/performance-to-compensation/",
  "objective": {
    "intro": "The objective of this test is to validate the complete Oracle Fusion Performance-to-Compensation journey — performance document, goals, employee evaluation, manager evaluation, final rating, workforce compensation, salary/bonus allocation and approval — with emphasis on the final performance rating correctly informing, not dictating, the compensation guideline and allocation, since configuration varies by customer. This page is an orchestration and journey test: it does not re-test each stage's own atomic, field-level validation already covered on the linked Performance Document, Goals, Employee Evaluation, Manager Evaluation, Performance Completion, Workforce Compensation, Individual Compensation, Salary Change, Bonus Allocation and Compensation Approval pages. Instead, it links to those live pages and adds scenarios that specifically test the hand-offs and continuity between evaluation and compensation.",
    "confirms": [
      "the performance document, evaluation, rating and compensation worksheet data correctly carry forward from one stage to the next",
      "the final performance rating correctly informs the applicable compensation guideline where configured, without ever assuming the rating dictates the outcome",
      "ineligible workers are correctly excluded from the compensation worksheet",
      "salary and bonus allocation is correctly validated against the configured guideline and available budget",
      "compensation correctly requires approval per the configured single- or multi-level approval hierarchy",
      "Oracle correctly enforces validation when data errors, configuration errors, security restrictions or missing upstream documents are introduced at any stage of the journey (DATA_ERROR, CONFIGURATION_ERROR, SECURITY_ERROR, EXPECTED_VALIDATION)"
    ],
    "scope_note": "This scenario orchestrates and links to the individually tested Performance Management and Compensation family pages listed on this page; it does not re-test each stage's own field-level validation, which remains covered on those pages. It covers the standard Performance-to-Compensation journey in Oracle Fusion Cloud HCM TEST/UAT environments and does not cover off-cycle or ad hoc compensation changes outside the annual or configured compensation cycle, which are covered by separate Compensation scenarios outside this journey."
  },
  "preconditions": [
    "A worker ${WORKER} and manager ${MANAGER} are active in the target Oracle Fusion environment, with ${WORKER} assigned to ${MANAGER} for the relevant reporting hierarchy.",
    "Performance Management is configured for the current performance cycle, with performance document templates, goal plans and rating models defined.",
    "Workforce Compensation is configured for compensation cycle ${COMP_CYCLE}, including eligibility rules, compensation guidelines and approval hierarchies.",
    "Budgetary allocations, salary basis and payroll integration relevant to the journey are configured in the target environment.",
    "This scenario assumes each linked family page's own preconditions are separately satisfied — it does not re-verify field-level setup already covered on those pages."
  ],
  "test_data": [
    {
      "field": "Worker",
      "example": "${WORKER}"
    },
    {
      "field": "Manager",
      "example": "${MANAGER}"
    },
    {
      "field": "Performance Document",
      "example": "${PERFORMANCE_DOCUMENT}"
    },
    {
      "field": "Rating",
      "example": "${RATING}"
    },
    {
      "field": "Compensation Cycle",
      "example": "${COMP_CYCLE}"
    },
    {
      "field": "Allocation Amount",
      "example": "${ALLOCATION_AMOUNT}"
    },
    {
      "field": "Budget",
      "example": "${BUDGET_AMOUNT}"
    }
  ],
  "business_steps": [
    {
      "step_number": 1,
      "step_name": "Create the Performance Document and Record Goals",
      "action": "Create performance document ${PERFORMANCE_DOCUMENT} for ${WORKER} within compensation cycle ${COMP_CYCLE} and record goals, using the linked Performance Document and Goals scenarios.",
      "test_data": "${PERFORMANCE_DOCUMENT} / ${WORKER}",
      "expected_result": "The performance document is created and goals are correctly recorded as the basis for evaluation.",
      "validation_type": "action",
      "note": "This step orchestrates the Performance Document and Goals family pages rather than repeating their individual field-level test coverage."
    },
    {
      "step_number": 2,
      "step_name": "Complete Employee and Manager Evaluation",
      "action": "Complete ${WORKER}'s self-evaluation and ${MANAGER}'s evaluation on performance document ${PERFORMANCE_DOCUMENT}, using the linked Employee Evaluation and Manager Evaluation scenarios.",
      "test_data": "${WORKER} / ${MANAGER}",
      "expected_result": "Both evaluations are correctly recorded and available for finalization.",
      "validation_type": "action"
    },
    {
      "step_number": 3,
      "step_name": "Finalize the Rating",
      "action": "Complete performance document ${PERFORMANCE_DOCUMENT} for ${WORKER}, using the linked Performance Completion scenario, allowing Oracle to calculate final rating ${RATING} from the goal score and evaluations.",
      "test_data": "${RATING}",
      "expected_result": "The final rating is correctly calculated and made available for the compensation cycle.",
      "validation_type": "action"
    },
    {
      "step_number": 4,
      "step_name": "Populate the Workforce Compensation Worksheet",
      "action": "Populate the workforce compensation worksheet for ${COMP_CYCLE}, using the linked Workforce Compensation and Individual Compensation scenarios, confirming eligible worker ${WORKER} and final rating ${RATING} correctly appear on the worksheet.",
      "test_data": "${COMP_CYCLE}",
      "expected_result": "Eligible workers appear on the worksheet with rating and guideline detail correctly populated; ineligible workers are correctly excluded.",
      "validation_type": "action"
    },
    {
      "step_number": 5,
      "step_name": "Allocate Salary and Bonus Within Guideline and Budget",
      "action": "${MANAGER} allocates salary and bonus amounts of ${ALLOCATION_AMOUNT} to ${WORKER} against guideline ${GUIDELINE} and available budget ${BUDGET_AMOUNT}, using the linked Salary Change and Bonus Allocation scenarios.",
      "test_data": "${ALLOCATION_AMOUNT} / ${BUDGET_AMOUNT}",
      "expected_result": "The allocation is correctly recorded and evaluated against the configured guideline and available budget.",
      "validation_type": "action"
    },
    {
      "step_number": 6,
      "step_name": "Submit for Approval",
      "action": "Submit the completed compensation worksheet for ${WORKER} for approval, using the linked Compensation Approval scenario, and route it through the configured single- or multi-level approval hierarchy.",
      "test_data": "",
      "expected_result": "The worksheet correctly routes for approval, and the approval outcome is correctly recorded.",
      "validation_type": "action"
    },
    {
      "step_number": 7,
      "step_name": "Verify Approved Changes Apply to Salary and Payroll Availability",
      "action": "Trace the approved allocation ${ALLOCATION_AMOUNT} for ${WORKER} effective ${EFFECTIVE_DATE} to confirm it correctly applies to the worker's salary record and becomes available to payroll.",
      "test_data": "",
      "expected_result": "The approved salary and bonus changes correctly apply to ${WORKER}'s record and are correctly made available to payroll, with the full evaluation-to-allocation chain correctly linked end-to-end.",
      "validation_type": "business_assertion",
      "note": "This is the primary business assertion for the scenario — a correctly linked, rating-informed and correctly approved allocation applied to salary and payroll is the expected pass condition, not merely a successful worksheet submission."
    }
  ],
  "expected_results": [
    "The performance document, evaluation, final rating and compensation worksheet are correctly linked end-to-end.",
    "The final rating correctly informs the applicable compensation guideline where configured, without dictating a universal outcome.",
    "Ineligible workers are correctly excluded from the compensation worksheet.",
    "Allocation amounts are correctly evaluated against the configured guideline and available budget.",
    "Compensation correctly requires approval per the configured approval hierarchy.",
    "Approved salary and bonus changes correctly apply to the worker's record and become available to payroll, and unauthorized actions at any stage of the journey are correctly blocked."
  ],
  "validation_checkpoints": [
    "The final performance rating correctly informs the compensation guideline where configured.",
    "Ineligible workers are correctly excluded from the worksheet.",
    "Allocation is correctly validated against budget and guideline.",
    "Compensation correctly requires approval per configured rules.",
    "Approved salary and bonus changes correctly apply to the worker.",
    "Salary history is correctly updated.",
    "Unauthorized manager access to compensation data is correctly blocked."
  ]
}