training guide oracle ebs r12 performance management

Oracle EBS R12 Performance ManagementCreated on Thursday, January 31, 2013

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Training GuideOracle EBS R12 Performance Management

Table of ContentsIntroduction......................................................................................................................ivSetting Up Appraisals........................................................................................................1

Creating and Managing Appraisal Templates..............................................................................1Creating and Managing Competency Templates.........................................................................7Creating and Managing Objectives Templates...........................................................................19Administering Questionnaires....................................................................................................24

Performance Management Plans...................................................................................51Setting up Performance Management Plans-Cascading and Parallel.........................................51

Objectives Management..................................................................................................71Measuring Objectives.................................................................................................................71Cascading Objectives.................................................................................................................74Tracking and Recording Objectives Progress............................................................................98Defining Eligibility for Objectives...........................................................................................110Updating Objectives.................................................................................................................114Defining Objectives in Objective Library................................................................................119

Managing Appraisals.....................................................................................................125Creating a Standard and a 360 Appraisal Template.................................................................125Sharing an Appraisal with the Appraisee.................................................................................136Adding Participants and Requesting Feedback........................................................................142Updating the Appraisal and share with the main appraiser......................................................170Entering Final Ratings..............................................................................................................250Approving an Appraisal...........................................................................................................278

Setting Up Performance Management.........................................................................283Creating Competencies.............................................................................................................283Creating a Competency Profile................................................................................................287Creating Rating Scales.............................................................................................................302

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IntroductionSuccessful enterprises set objectives for their workers that are consistent with the enterprise strategy and that contribute to business goals. To support enterprise-directed objective setting, management, and assessment, Oracle HRMS provides an integrated set of Workforce Performance Management functions. Enterprises can:• Define objectives consistently and allocate them efficiently throughout the enterprise.• Align worker objectives with the strategy and goals of the business.• Track worker achievement of objectives.• Assess worker performance in the delivery of objectives.

Workers can participate in the objective-setting process and understand how their performance contributes to business outcomes.

Using Oracle HRMS, you manage workforce performance for a specified period of time, such as a calendar or financial year, and for a specified workforce, such as all workers in a supervisor hierarchy or in an organization.

To define performance-management activities, the HR Professional creates a Performance Management Plan (PMP), a configurable control document that can define:• Objective-setting processes.• Objective-tracking processes.• Appraisal-management processes.

You select both options in your PMP to take full advantage of the performance-management functions. Alternatively, you can define a PMP to manage objectives only or appraisals only. You can define as many PMPs as the enterprise requires, and a worker can belong to multiple PMPs.

Upon completion of this module, you will be able to:• Set up appraisals.• Set up performance plans.• Set up objectives plans.• Manage appraisals.• Set up performance management

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Setting Up AppraisalsThe appraisal process is a key component of the talent management function. During a typical appraisal, you assess a worker's competencies and objectives and identify development opportunities for the next appraisal period. The appraisal provides a snapshot of the worker's achievements and supplies input to related processes, such as training and compensation planning. Most enterprises conduct appraisals at regular intervals (for example, yearly), primarily to assess competencies and objectives and influence compensation plans. However, you can also use appraisals for other purposes.

Upon completion of this lesson, you will be able to:

Creating and Managing Appraisal TemplatesThe appraisal template is the design document for an appraisal. Its main function is to configure all sections of the appraisal to suit the appraisal purpose or enterprise requirements. You can use a single appraisal template throughout the enterprise.

When you create an appraisal template, you can:Specify validity dates: Outside these dates, the template is not available for use. Specify the template scope: Global templates are available in all enterprise business groups.Include instructions to appraisal participants: These instructions appear, formatted as you specify, on the Appraisal Overview page.

In this topic, you will create and manage appraisal template.

Procedure

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Step Action

1. Begin by navigating to the Manage Appraisal Templates page.Click the HR Professional V4.0 link.

2. Click the Manage Appraisal Templates link.

3. The Manage Appraisal Templates page enables you to create an appraisal template.

You can define as many appraisal templates as you need to meet your enterprise requirements. Alternatively, you can use a single appraisal template for all appraisals.

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Step Action

4. Click the Create Appraisal Template button.

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Step Action

5. Click in the Template field.6. Enter the desired information into the Template field. Enter "FY07-Year End

Appraisal Template".7. Click in the Valid From field.

8. Enter the desired information into the Valid From field. Enter "01-JAN-2007".9. Click in the Valid To field.

10. Outside these dates, the template is not available for use.Enter the desired information into the Valid To field. Enter "01-May-2008".

11. Click in the Final-Rating Scale field.

12. Select a performance-rating scale to allocate a final rating to the appraisee.Enter the desired information into the Final-Rating Scale field. Enter "Global Performance".

13. Click in the Description field.14. Enter the desired information into the Description field. Enter "FY07-Year

End Appraisal Template with Global Performance rating scale".15. Click in the Instructions for Appraisal Participants field.

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Step Action16. Enter the desired information into the Instructions for Appraisal Participants

field. Enter "Enter the Instructions for Appraisal Participants".17. Click in the Appraisal Total Score Formula field.

18. You can select an Appraisal Total Score Formula to identify the appropriate final rating from the selected performance-rating scale. The formula, which you write, can base any calculations on the worker's total scores for competencies and objectives. The rating identified by the formula appears as the worker's Suggested Overall Rating on the Final Ratings page of the appraisal. Enter the desired information into the Appraisal Total Score Formula field. Enter "SUM_COMP_AND_OBJ".

19. Click the vertical scrollbar.20. Click the Assess Competencies option.

21. To apply a competency template to assess competencies during an appraisal, you must select or create a competency assessment template in the appraisal template. Otherwise, the Competencies regiondoes not appear in appraisals.Click in the Competency Template field.

22. Enter the desired information into the Competency Template field. Enter "FY07-Year End Appraisal".

23. The Update Competency Profile option determines whether the application updates competency profiles automatically after the appraisal.Click the Update Competency Profile option.

24. Click the Competency Profile Source Type list.25. Click the Other list item.26. To assess the objectives during an appraisal, you must select or create an

objectiveassessment template in the appraisal template. Otherwise, the Objectives region does not appear in appraisals.Click the Assess Objectives option.

27. Click the vertical scrollbar.28. Click in the Objective Template field.

29. Enter the desired information into the Objective Template field. Enter "FY07-Year End Appraisal".

30. Click the Include Questionnaires option.

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Step Action31. You can include the appraisee and main appraiser questionnaires in the

appraisal. Appraisers can complete the questionnaire you identify for the appraisee.Click in the Appraisee Questionnaire field.

32. Enter the desired information into the Appraisee Questionnaire field. Enter "Questionnaire".

33. Click in the Main Appraiser Questionnaire field.

34. Enter the desired information into the Main Appraiser Questionnaire field. Enter "Questionnaire".

35. When the main appraiser shares the appraisal with the appraisee, the main appraiser specifies which information the appraisee can view and whether the appraisee can update the appraisal. The Sharing Option enables this functionality.Click the Configure Sharing Options option.

36. Click the vertical scrollbar.37. Click the Additional Details option.

38. Click the Competency Rating and Comments option.

39. Click the Completed Questionnaire option.

40. Click the Overall Comments option.

41. Click the Participant Details option.

42. Click the Objective Ratings and Comments option.

43. Click the Overall Ratings option.

44. Click the Participant Names option.

45. Click the Participants Ratings option.

46. Click the Provide Feedback on Overall Ratings option.

47. Click the Add Participant option.

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Step Action48. In the Learning Path region of an appraisal, you can identify training courses

for the appraisee. Click the Include Learning Path option.

49. Click the Apply button.

50. You have completed the Creating and Managing Appraisal Templates procedure.End of Procedure.

Creating and Managing Competency TemplatesThe competency assessment template specifies how to assess competencies in appraisals.

When you create a competency assessment template, you can:Specify validity dates: Outside these dates, you cannot use the template.Specify the template scope: Global templates are available in all enterprise business groups. Local templates are available only in the business group in which you create them.Include instructions to participants: These instructions appear, formatted as you specify, in the Competencies region of the Appraisal Overview page.Identify competencies that you want to assess: You can include competencies required by a worker's job in the appraisal.

In this topic, you will create and manage competency template.

Procedure

Page 7


Step Action

1. Begin by navigating to the Manage Competency Templates page.Click the HR Professional V4.0 link.

2. Click the Manage Competency Templates link.

3. The Manage Competency Template page enables you to create a competency assessment template.

You define as many competency assessment templates as you need to meet your enterprise requirements. Alternatively, you can define an assessment template for your enterprise's core competencies, and the main appraiser or appraisee can include additional competencies, such as those appropriate to a job or an individual, during the appraisal.

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Step Action

4. Click the Create Competency Template button.

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Step Action

5. Click in the Name field.6. Enter the desired information into the Name field. Enter "FY07-Competency

Template".7. Click in the Valid From field.

8. Outside these dates, the template is not available for use.Enter the desired information into the Valid From field. Enter "01-Jun-2007".

9. Click in the Description field.10. Enter the desired information into the Description field. Enter "Competency

Template for FY07 Year End Appraisal".11. Click in the Instructions for Appraisal Participants field.12. Enter the desired information into the Instructions for Appraisal Participants

field. Enter "Enter the Instructions for Appraisal Participants".13. Click the Rating Scale Type list.14. Select a performance-rating scale to allocate a final rating to the appraisee.

Click the Proficiency list item.15. Click the Total Score list.

16. Click the Sum list item.

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Step Action17. Click the vertical scrollbar.18. Click the Include Job Competencies option.

19. You can add competencies individually to the profile to populate a worker's competency profile. Click the Add Competencies button.

20. In the Search region of the Add Competencies page, you can search for existing competencies.

Step Action

21. Click the Competency Type list.

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Step Action

22. Click the Communication list item.

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Step Action

23. Click the Go button.

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Step Action

24. Select the competencies this worker possesses.Click the Select option.

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Step Action

25. Click the Select option.

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Step Action


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Step Action

27. Click the vertical scrollbar.28. Click the Apply button.

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Step Action

29. Click in the Name field.30. Enter the desired information into the Name field. Enter "FY07-Competency

Template".31. Click the Go button.

32. Click the Update button.

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Step Action

33. Click in the Valid To field.

34. Enter the desired information into the Valid To field. Enter "01-May-2008".35. Click the vertical scrollbar.36. Click the Apply button.

37. You have completed the Creating and Managing Competency Templates procedure.End of Procedure.

Creating and Managing Objectives TemplatesThe Objective Template specifies how to assess objectives in appraisals. When you create an objective template, you can: Specify validity dates: Outside these dates, you cannot use the template.Specify the template scope: Global templates are available in all enterprise business groups.Include instructions to participants: These instructions appear, formatted as you specify, in the objectives section of the appraisal.

In this topic, you will create and manage objectives template.

Page 19


Procedure

Step Action

1. Begin by navigating to the Manage Competency Templates page.Click the HR Professional V4.0 link.

Page 20


Step Action

2. Click the Manage Objective Template link.

3. The Manage Objective Template page enables you to create a objective assessment template.

You define as many objective assessment templates as you need to meet enterprise requirements. You may also want to define a different objective assessment template for each performance-management period.

4. Click the Create Objective Template button.

Page 21


Step Action

5. Click in the Name field.6. Enter the desired information into the Name field. Enter "FY07-Objective

Template".7. Click in the Valid From field.

8. Outside these dates, the template is not available for use.Enter the desired information into the Valid From field. Enter "01-Jun-2007".

9. Click in the Description field.10. Enter the desired information into the Description field. Enter "Objective

template for FY07 Year End Appraisal".11. Click in the Instructions for Appraisal Participants field.12. Enter the desired information into the Instructions for Appraisal Participants

field. Enter "Enter the instructions for Appraisal participants".13. Click the Rating Scale Type list.

14. Select a performance-rating scale to allocate a final rating to the appraisee.Click the Performance list item.

15. Click in the Performance Scale field.

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Step Action16. Enter the desired information into the Performance Scale field. Enter "Global

Performance".17. Click the Total Score list.

18. Click the Sum list item.

19. Click the Apply button.20. In the Search region of the Manage Objective Templates page, you can search

for existing templates.

Step Action

21. Click the Name button.

22. Enter the desired information into the Name field. Enter "Objective Template".23. Click the Go button.

24. Click the Update button.

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Step Action

25. Click in the Valid To field.

26. Enter the desired information into the Valid To field. Enter "01-May-2008".27. Click the Apply button.

28. You have completed the Creating and Managing Objectives Templates procedure.End of Procedure.

Administering QuestionnairesThe Questionnaire Administration module helps to automate the creation of questionnaires for use in appraisals or surveys.

HR Professional users define questionnaires for inclusion in appraisal templates using the self-service Create Questionnaire function. Appraisal questionnaires can include a list of job-based career paths for discussion during the appraisal.

In this topic, you will create questionnaire administration.

Page 24


Procedure

Step Action

1. Begin by navigating to the Questionnaire Administration page.Click the HR Professional V4.0 link.

Page 25


Step Action

2. Click the Questionnaire Administration link.

3. To create a questionnaire, you use the Questionnaire Administration page.

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Step Action

4. Click the Create Questionnaire button.

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Step Action

5. Click in the Questionnaire Name field.

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Step Action

6. Enter the desired information into the Questionnaire Name field. Enter "Main Appraiser Questionnaire".

Page 29


Step Action

7. Click the Publication Status list.

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Step Action

8. Any questionnaire that you attach to an appraisal template must have the status of Published. You can publish a questionnaire either when you create it or at a later date.Click the Published list item.

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Step Action

9. Click the Global Questionnaire option.

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Step Action

10. Click in the Business Group field.

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Step Action

11. Questionnaires are available only in the business group in which you create them.

To include the same questionnaire in all appraisals in the enterprises that use multiple business groups, define the questionnaire with a global scope. Enter the desired information into the Business Group field. Enter "Vision Corporation".

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Step Action

12. Click in the HTML Text field.

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Step Action

13. Enter the desired information into the HTML Text field. Enter "<HTML> List major accomplishments

".

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Step Action

14. Click the Continue button.

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Step Action


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Step Action

16. Click in the Questionnaire Name field.

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Step Action

17. Enter the desired information into the Questionnaire Name field. Enter "Main Appraiser%".

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Step Action

18. Click the Global Questionnaire option.

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Step Action

19. Click in the Business Group field.

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Step Action

20. Enter the desired information into the Business Group field. Enter "Vision Corporation".

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Step Action


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Step Action

22. Click the Update list.

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Step Action

23. Click in the HTML Text field.

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Step Action

24. Enter the desired information into the HTML Text field. Enter "<HTML> List major accomplishments

".

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Step Action

25. Click the Continue button.

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Step Action


27. You have completed the Administering Questionnaires procedure.End of Procedure.

Page 49


Performance Management PlansPerformance Management includes information on setting up a performance management plan.

Upon completion of this lesson, you will be able to:• Set up a performance management plan-parallel and cascading.

Setting up Performance Management Plans-Cascading and ParallelThe Performance Management Plan (PMP) defines the performance-management process for a specified period, such as a calendar year. It identifies:• Members of the plan.• Whether and how you will set objectives for plan members.• Whether the application will create appraisals automatically for plan members.• Tasks for the workers and managers to perform throughout the process.

HR Professionals create and manage the PMP using the Performance Management Plans function. You can also specify the objective setting process for the PMP as either cascading or parallel process.

In this topic, you will create Performance Management Plans with cascading and parallel objective setting processes.

Procedure

Page 51


Step Action

1. Begin by navigating to the Performance Management Plans page.Click the US Super HRMS Manager link.

2. Click the vertical scrollbar.3. Click the Performance Management Plans link.

4. The Performance Management Plans page enables you to create performance management plans.

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Step Action

5. Click in the Create Plan field.

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Step Action

6. Enter plan Name. As this name is also the name of each personal scorecard, devise a meaningful naming standard to identify the plan clearly.Click in the Name field.

7. Enter the desired information into the Name field. Enter "Plan for FY07-08".8. Click in the Start Date field.

9. Enter the desired information into the Start Date field. Enter "01-Apr-2007".10. You can enter the Plan Administrator, who manages the plan (who can update

it, for example) and is the signed-on user, by default. You can select a different plan administrator from the list of people your security profile enables you to access.

11. Click in the End Date field.

12. Enter the desired information into the End Date field. Enter "31-Mar-2008".13. Click the Next button.14. On the Create Plan: Population page, you identify the plan members by

selecting part or all of a hierarchy (for example, an organization hierarchy). For workers belonging to this hierarchy, HRMS automatically generates the personal scorecards of objectives whenyou publish the plan.

Page 54


Step Action

15. Click the Hierarchy Type list.

16. Click the Supervisor list item.

17. Click in the Supervisor field.

18. Enter the desired information into the Supervisor field. Enter "Erickson, Barry".

19. Click in the Hierarchy Levels field.

20. Enter the desired information into the Hierarchy Levels field. Enter "1".21. Click the Next button.22. On the Create Plan: Process page, you tailor the performance-management

process to suit enterprise requirements. Briefly, you can:• Include both the objective setting and automatic appraisal creation• Exclude the objective setting• Exclude the automatic appraisal creation

Page 55


Step Action

23. Click the Include Objective Setting in Process option.

24. Click in the Start Date field.

25. Enter the desired information into the Start Date field. Enter "01-Apr-2007".26. Click in the Deadline field.

27. Enter the desired information into the Deadline field. Enter "30-Jun-2007".28. Click the Allow Changes Outside This Period option.

29. You can select the objective setting method. 30. Click the Notify Plan Population option.

31. You can select to enable automatic objective allocation. Click the Automatic Allocation option.

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Step Action32. You can select to share and align objectives. These features enable workers to

construct a hierarchy of related objectives.Click the Sharing and Alignment option.

33. If you select the Include Appraisals in Process option, the application can create appraisals automatically for plan members.Click the Include Appraisals in Process option.

34. The appraisal templates that you include in a performance management plan (PMP) must:• Be valid throughout the relevant appraisal period.Assessment templates that you include in the appraisal template must also be valid throughout the appraisal period.• Be valid for the plan population.• Include an objective-assessment template, if you include the objective setting in your PMP. Otherwise, HRMS cannot configure the Objectives section of the appraisal.Click the Choose Existing Template button.

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Step Action

35. Click in the Search By field.

Step Action

36. Enter the desired information into the Search By field. Enter "FY-07 Year End Appraisal".

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Step Action


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Step Action

38. Click the Select option.

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Step Action

39. Click the Select button.

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Step Action

40. Click in the Period Start Date field.

41. Enter the desired information into the Period Start Date field. Enter "01-Aug-2007".

42. Click in the Period End Date field.

43. Enter the desired information into the Period End Date field. Enter "31-Dec-2007".

44. For each appraisal, the task start date must be after the appraisal-period start date.Click in the Task Start Date field.

45. Enter the desired information into the Task Start Date field. Enter "05-Dec-2007".

46. Click in the Task End Date field.

47. Enter the desired information into the Task End Date field. Enter "31-Dec-2007".

48. Click the Appraisal Type list.

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Step Action49. Click the Standard Appraisal list item.

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training guide oracle ebs r12 performance management

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