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The HR.PER_WPM_APPRAISAL_SUMMARY table in Oracle E-Business Suite (EBS) versions 12.1.1 and 12.2.2 is a critical data structure within the Workforce Performance Management (WPM) module, which is part of the Oracle Human Resources (HRMS) suite. This table stores aggregated appraisal data, serving as a summary repository for employee performance evaluations, ratings, and related metrics. Below is a detailed breakdown of its purpose, structure, and functional relevance in Oracle EBS implementations.

Purpose and Functional Context

The PER_WPM_APPRAISAL_SUMMARY table is designed to consolidate performance appraisal data for reporting, analytics, and decision-making. It acts as a denormalized summary of appraisal details stored in transactional tables like PER_APPRAISALS and PER_APPRAISAL_SCORES. By pre-aggregating data, it optimizes query performance for dashboards, compliance reports, and managerial reviews. Key use cases include:

Performance Trend Analysis: Tracks historical appraisal ratings to identify patterns or discrepancies.
Compensation Alignment: Links performance ratings to merit increases or bonuses via integrations with Oracle Advanced Benefits (OAB) or Payroll.
Regulatory Compliance: Supports audit requirements by maintaining a snapshot of finalized appraisals.

Table Structure and Key Columns

The table’s schema typically includes columns such as:

APPRAISAL_SUMMARY_ID: Primary key, uniquely identifying each summary record.
PERSON_ID: Foreign key referencing PER_ALL_PEOPLE_F, linking to the employee.
APPRAISAL_ID: Foreign key to PER_APPRAISALS, associating the summary with a specific appraisal.
OVERALL_SCORE: Aggregated numerical or qualitative rating (e.g., "Exceeds Expectations").
APPRAISAL_PERIOD_START/END_DATE: Defines the evaluation timeframe.
STATUS: Indicates workflow state (e.g., "Draft," "Completed," "Approved").
LAST_UPDATE_DATE/LAST_UPDATED_BY: Standard Oracle audit columns.

Integration with Oracle EBS Modules

The table interacts with several EBS components:

Oracle Performance Management (WPM): Sources raw appraisal data from forms and workflows.
Oracle Learning Management (OLM): Triggers training recommendations based on low performance scores.
Oracle Compensation Workbench: Informs bonus or promotion decisions via summarized ratings.

Technical Considerations

Indexing: Typically indexed on PERSON_ID, APPRAISAL_ID, and STATUS to accelerate queries.
Partitioning: In large deployments, partitioning by APPRAISAL_PERIOD_END_DATE improves manageability.
Data Population: Updated via PL/SQL APIs or concurrent programs during appraisal finalization.

Customization and Extensions

Implementers often extend the table with custom columns (e.g., ORG_ID for multi-org support) or leverage it for:

Custom Scorecards: Adding derived metrics like 360-degree feedback averages.
Workforce Planning: Feeding summary data into predictive analytics tools.

Conclusion

The HR.PER_WPM_APPRAISAL_SUMMARY table is a pivotal component in Oracle EBS WPM, enabling efficient performance data consolidation. Its design balances normalization for transactional integrity with summarization for analytical efficiency, making it indispensable for HR reporting and strategic workforce initiatives. Proper configuration and integration ensure alignment with organizational performance management frameworks.

Lookup Type: BUSINESS_PROFILE 12.1.1
product: AR - Receivables , meaning: Business Profile , description: Business Profile ,
Lookup Type: BUSINESS_PROFILE 12.2.2
product: AR - Receivables , meaning: Business Profile , description: Business Profile ,
Lookup Type: AU_PS_EMPLOYEE_TYPE 12.2.2
product: PER - Human Resources , meaning: AU_PS_EMPLOYEE_TYPE , description: Payment Summary Include Terminated Employees Option ,
Lookup Type: OIE_DATA_CAPTURE_TYPE 12.1.1
product: AP - Payables , meaning: Data Capture Type for Expense Types , description: Lookup for the three types of data capture that can be enabled for expense types ,
APPS.PQH_PQHEEO4_XMLP_PKG dependencies on PQH_EMPLOYMENT_CATEGORY 12.2.2
Lookup Type: AP_CC_EMPLOYEE_TYPES 12.1.1
product: AP - Payables , meaning: All Employee Types , description: Employee types ,
Lookup Type: AP_CC_EMPLOYEE_TYPES 12.2.2
product: AP - Payables , meaning: All Employee Types , description: Employee types ,
APPS.PQH_PQHEEO4_XMLP_PKG dependencies on PQH_EMPLOYMENT_CATEGORY 12.1.1
Lookup Type: OIE_DATA_CAPTURE_TYPE 12.2.2
product: AP - Payables , meaning: Data Capture Type for Expense Types , description: Lookup for the three types of data capture that can be enabled for expense types ,
Lookup Type: AU_PS_EMPLOYEE_TYPE 12.1.1
product: PER - Human Resources , meaning: AU_PS_EMPLOYEE_TYPE , description: Payment Summary Include Terminated Employees Option ,
Lookup Type: AU_UPG_TAX_SCALE_MODE 12.2.2
product: PER - Human Resources , meaning: AU_UPG_TAX_SCALE_MODE , description: List of options for Upgrade Tax Scale program ,
Lookup Type: PO_CLM_SIZE_STANDARD 12.2.2
product: PO - Purchasing , meaning: Size Standards ,
APPS.PQH_PQHEEO4_XMLP_PKG SQL Statements 12.1.1
APPS.PQH_PQHEEO4_XMLP_PKG SQL Statements 12.2.2
Lookup Type: PAY_CA_MISSING_ASG 12.2.2
product: PAY - Payroll , meaning: Canadian Archive Missing Assignment Actions , description: Canadian Archive Missing Assignment Actions ,
Lookup Type: HZ_ORGANIZATION_PROFILES 12.1.1
product: AR - Receivables , meaning: List of attributes of the HZ_ORGANIZATION_PROFILES table , description: A lookup table listing the attributes of the HZ_ORGANIZATION_PROFILES ,
Lookup Type: HZ_ORGANIZATION_PROFILES 12.2.2
product: AR - Receivables , meaning: List of attributes of the HZ_ORGANIZATION_PROFILES table , description: A lookup table listing the attributes of the HZ_ORGANIZATION_PROFILES ,
Lookup Type: PAY_CA_MISSING_ASG 12.1.1
product: PAY - Payroll , meaning: Canadian Archive Missing Assignment Actions , description: Canadian Archive Missing Assignment Actions ,
APPS.PQH_PQHEEO4_XMLP_PKG dependencies on PQH_PQHEEO4_XMLP_PKG 12.1.1
APPS.PQH_PQHEEO4_XMLP_PKG dependencies on PQH_PQHEEO4_XMLP_PKG 12.2.2
Lookup Type: IN_EMPLOYEE_TYPE 12.1.1
product: PER - Human Resources , meaning: IN_EMPLOYEE_TYPE ,
Lookup Type: IN_EMPLOYEE_TYPE 12.2.2
product: PER - Human Resources , meaning: IN_EMPLOYEE_TYPE ,
Lookup Type: PQH_EEO_EMP_COUNT 12.2.2
product: PQH - Public Sector HR , meaning: Employee Count for EEO Report , description: Employee Count for EEO Report ,
Lookup Type: PQH_EEO_EMP_COUNT 12.1.1
product: PQH - Public Sector HR , meaning: Employee Count for EEO Report , description: Employee Count for EEO Report ,
Lookup Type: PQP_HROSS_SEARCH_BY 12.1.1
product: PQP - Public Sector Payroll , meaning: Student search filter condition , description: Student search filter condition ,
Concurrent Program: PSBCPEMP 12.2.2
execution_filename: PSB_WRHR_EXTRACT_PROCESS.Populate_Employees_CP , product: PSB - Public Sector Budgeting (Obsolete) , user_name: Populate Employees , description: Populate Employees , argument_method: Standard , enabled: Yes , execution_method: PL/SQL Stored Procedure ,
Lookup Type: HR_US_EVS_CATEGORY 12.1.1
product: PER - Human Resources , meaning: EVS Report Category ,
Lookup Type: HR_US_EVS_CATEGORY 12.2.2
product: PER - Human Resources , meaning: EVS Report Category ,
APPS.BEN_CWB_MASS_NOTIFN_PKG dependencies on FND_USER 12.2.2
Concurrent Program: PSBCPEMP 12.1.1
execution_filename: PSB_WRHR_EXTRACT_PROCESS.Populate_Employees_CP , product: PSB - Public Sector Budgeting , user_name: Populate Employees , description: Populate Employees , argument_method: Standard , enabled: Yes , execution_method: PL/SQL Stored Procedure ,
Lookup Type: PQP_HROSS_SEARCH_BY 12.2.2
product: PQP - Public Sector Payroll , meaning: Student search filter condition , description: Student search filter condition ,
APPS.BEN_CWB_MASS_NOTIFN_PKG dependencies on FND_USER 12.1.1
Lookup Type: CCT_SEARCH_CATEGORIES 12.1.1
product: CCT - Telephony Manager , meaning: Call Center Search Categories ,
Lookup Type: NZ_SOE_REPORT_SORT_BY 12.1.1
product: PER - Human Resources , meaning: NZ_SOE_REPORT_SORT_BY , description: SOE Report Sort Options ,
Lookup Type: NZ_SOE_REPORT_SORT_BY 12.2.2
product: PER - Human Resources , meaning: NZ_SOE_REPORT_SORT_BY , description: SOE Report Sort Options ,
APPS.PAY_FR_MIGRATE_TIME_ANALYSIS dependencies on STANDARD 12.2.2
Lookup Type: BEN_CWB_REPT_EMP_INCLUSION 12.2.2
product: BEN - Advanced Benefits , meaning: BEN_CWB_REPT_EMP_INCLUSION , description: Employees to include for CWB reports ,
Lookup Type: CCT_SEARCH_CATEGORIES 12.2.2
product: CCT - Telephony Manager , meaning: Call Center Search Categories ,
Lookup Type: EMP_OR_APL 12.1.1
product: PER - Human Resources , meaning: EMP OR APL , description: Employees, applicants or both ,
Lookup Type: PER_SUCC_PORTAL_DROP_DOWN 12.2.2
product: PER - Human Resources , meaning: Succession Planning Dropdown , description: Succession Planning Dropdown(All Employees) ,
APPS.PAY_GB_PRE_RTI_NINO dependencies on FND_FILE 12.2.2
APPS.AP_WEB_DB_HR_INT_PKG dependencies on PER_WORKFORCE_X 12.1.1
Concurrent Program: PAYKRHIA 12.1.1
execution_filename: PAYKRHIA , product: PAY - Payroll , user_name: PAYKRHIA , description: Adjustment Health Insurance for Leaving Employees , argument_method: Standard , enabled: Yes , execution_method: Oracle Reports ,
Concurrent Program: PAYKRHIA 12.2.2
execution_filename: PAYKRHIA , product: PAY - Payroll , user_name: PAYKRHIA , description: Adjustment Health Insurance for Leaving Employees , argument_method: Standard , enabled: Yes , execution_method: Oracle Reports ,
APPS.AP_WEB_DB_HR_INT_PKG dependencies on PER_WORKFORCE_X 12.2.2
Lookup Type: EMP_OR_APL 12.2.2
product: PER - Human Resources , meaning: EMP OR APL , description: Employees, applicants or both ,
Concurrent Program: PNEMPDSP 12.1.1
execution_filename: PNEMPDSP , product: PN - Property Manager , user_name: PNEMPDSP , description: Employees Deleted From Space Allocation (PNEMPDSP) , argument_method: Standard , enabled: Yes , execution_method: Oracle Reports ,
APPS.PAY_FR_MIGRATE_TIME_ANALYSIS dependencies on STANDARD 12.1.1
TABLE: HR.PER_WPM_APPRAISAL_SUMMARY 12.1.1
owner:HR, object_type:TABLE, object_name:PER_WPM_APPRAISAL_SUMMARY, status:VALID,
Lookup Type: BEN_CWB_PERSON_TYPE 12.1.1
product: BEN - Advanced Benefits , meaning: CWB Person Type ,